Minneapolis, Minnesota, United States
Experience working with corporate executives to formulate and execute strategic initiatives. A track records of delivering transformational projects such as deals, ERP implementations, internal control best practices, work flow automation and optimization. Extensive project management experience and a lean six-sigma green belt. In-dept working experience across all finance and accounting functional areas. Specialties: Financial Analysis, ERP Implementation, Lean Six Sigma, Project Management, Operational and Financial Reporting, Audit, Contract Negotiation, Budgeting and Forecasting, Cost Accounting
Integrated Composite Products (ICP) is a high technology company. We specialize in delivering Advanced Materials Solutions to a variety of end-customers who use or are considering using composite materials. As a key executive, I planned, executed, and managed accounting, financial, and key operational functions. Planning • Instituted operational and financial control systems • Prepared investor decks for fundraising efforts • Established costing model for in-production and pipeline programs Executing • Managed full implementation of the ERP system • Setup corporate forecast and operating budget Managing • Facilitated corporate governance activities during fundraising and board initiatives • Built relationship with bankers and financers to manage and raise capital • Month-end journaling and reporting • Managed purchasing and scheduling
Managed foresting, financial analysis, reporting, and budgeting of the composite molding division. Engage with plant and corporate level executives to develop operational strategy to implement corporate objectives. Oversee HR functions. Supported cross-functional corporate-wide teams on various projects including developing operations reporting best practices, new modules within the ERP system, product quoting, contract negotiations. Key projects included - • Lead finance team for sell-side team in the successful sale of CPI Binani to Core Molding Technologies • Lead transition of Sage 100 ERP system and business processes to EPICOR, post-acquisition • Built reporting infrastructure to provide weekly, monthly, and quarterly forecasted P&L • Assisted with financial analysis and financial modeling
Provided accounting services. Reported to the company’s president. Responsible for day-to-day planning, implementing, managing, and servicing client relationships. Performed statutory audits. Developed performance and procedure manuals. Negotiated federal procurement contracts. Trained clients on regulatory laws. Posted journal entries to keep client in compliance with generally accepted accounting principles and the U.S.A tax law. Prepared tax returns. Prepared special tax applications like application for exemption from income tax. Prepared statements as an expert witness on asset valuation cases.
Performed accounting, auditing, tax, and consulting duties as assigned. Reviewed audit evidence regarding material assets, liabilities, income, and expenditures. Reconciled journal and ledger entries. Assured conformity with generally accepted accounting principles. Prepared reports for management concerning scope of audit, financial conditions found, and source and application of funds. Recommended to clients how to improve their fiscal condition. Prepared and filed client tax returns. Researched and interpreted tax law. Sought tax planning opportunities and savings for clients.