Chicago, Illinois, United States
Extensive experience with Finance and Accounting across multiple industries. Proven ability to analyze, communicate, present, problem solve, manage and implement improvements that improve the overall efficiency and accuracy of the organizations financial management and reporting processes while achieving their financial goals. Excellent leadership, analytical and communication skills combined with a proven track record of developing and motivating staff. Strong analytical skills, detail-oriented with ability to work in a team environment as well as independently or on a self-managed project
• Responsible for the planning and execution of the budgeting process, forecasting process, strategic planning process, and standard management reporting. Establishes overall departmental priorities and ensures that all deadlines are met. • Assists Executive Management with setting direction for the business. Reviews input from staff and business leaders to assist with strategic planning process. Provides commentary and guidance to finance management and business leaders with respect to strategic initiatives. • Works closely with Operations to support other initiatives in the business which could include but is not limited to: pricing, global reporting, strategic analytics with a focus on improving margins and identifying opportunities in the business for growth. • Ensures complete knowledge of monthly results. Directs staff in preparation of results presentation to senior finance management. Assists in presentation of results to senior finance management and business leaders • Assess staffing levels and skill sets to evaluate department needs. Identified and provided development opportunities for team.
• Tightly manage contract governance, demonstrating an in-depth knowledge of the terms and conditions of the contract to ensure that all cost elements are appropriately accounted for. • Conduct and lead monthly formal Contract and Business unit reviews with senior leadership. Ensure use of best practice, communication and understanding of key business messages through monthly site reviews with focus on underperforming contracts • Prepare accurate Business Unit reports in line with monthly company timetable including full Profit & Loss account with analysis and commentary, Balance Sheet extracts and reconciliations, detailed Project Profitability reporting, Profit & Loss forecasts and annual plans. • Communicate regularly with contract financial and contract support staff to ensure they are fully informed of operational objectives and achievements.
• Provided analysis, insight, and support recommendations to sales, delivery, and operations teams within the business unit • Lead financial planning and analysis processes within the segment and provide recommendations on consolidated results used by leadership as the basis for driving strategic goals • Provide detailed commentary and analysis for the North America leadership team during monthly actuals and forecast reviews • Deliver cash commitments and communicate with collections team with any outstanding payment issues • Manage, lead and develop a team of analysts and account controllers across the United States and India • Manage and complete the monthly close financials which includes revenue, bookings, and cash collections
• Provide detailed commentary and analysis for the North America leadership team during monthly actuals and forecast reviews • Responsible for creating and standardizing an FP&A reporting cadence within the business unit • Lead the planning process for all budget and forecasting cycles • Created and automated the financial reporting package including cash dashboards, WIP aging, and P&L vs forecast and budget • Ensure proper monthly, quarterly, and annual accounting close processes for the business unit
• Implemented new ERP system (TRIRIGA) to automate journal entries related to ASC 842 lease accounting pronouncement • Responsible for the integration of ASC 842 into Grainger’s results and financial statements • Led Grainger’s capital asset efforts to implement a change in accounting estimate to depreciation that led to an approximately $30M improvement to net income year over year • Manages a team of 7 across the United States and Panama. • Responsible for drafting and posting new company-wide policies in an effort to modernize the way Grainger does business in the 21st century.
- Partner with segment business leaders to create and consolidate the quarterly forecast and annual budget - Develop both short term and long term growth forecasts based on internal and industry metrics - Provides detailed analysis to the executive office and board of directors during the quarterly investor/analyst calls - Provides support to the investor relations team on a frequent basis - Supports the CEO, CFO, and Controller for monthly variance reporting - Supports and tests our SAP Business Planning and Consolidations tool used for actuals and forecast inputs
- Prepared and communicated the forecast for a new Caterpillar project with the MPPD division. - Developed and coordinated a new reporting process for Inventory Days on Hand - Consolidated the P&L for two separate business divisions within MPPD while providing commentary and analysis for any material variances - Retained responsibilities from previous accountant position
• Calculated and prepared monthly entries to report currency impacts to correct monthly peg rate in order to neutralize to the United States Dollar. • Provided commentary and analysis of the impacts of currency fluctuation • Consolidated balance sheet activity within the business unit • Provided analysis on metrics such as inventory turns, days payable calculations and aged receivables. • Responsible for reporting the depreciation and capital expenditures for each of the industry groups • Communicated with industry representatives to prepare an accurate order on hand report for management on a monthly and quarterly basis