Greater Chicago Area
Highly motivated and driven finance professional with a wide variety of corporate finance experience in areas such as operations, financial modeling, business development, forecast planning, product development, and variance analysis. Graduate of The University of Iowa with a double major in Accounting and Finance, as well as a minor in Entrepreneurial Management, and Northwestern University with an MBA in Finance & Strategy from the Kellogg School of Management. Currently working for Culligan International, a rapidly growing, world leader in water services focused on providing clean water to the world.
-Selected by Culligan CFO to drive a ~$3B Waterlogic acquisition, dedicated to deliver +$75M of synergy potential; working globally to identify and capture 500+ synergies initiatives, while aligning with our Global FP&A cadence around forecasting, reporting, and BOD support -Creation of a Integration Management Office to better integrate M&A pipeline of 50+ acquisitions globally each year
-Led +$3B North America business FP&A team and owned forecasting/budget process, management reporting, BOD reviews, investment pipeline opportunities, forecasting 5-year strategic plans, and ad hoc modeling & analysis; helped with developing new reporting standards and management tools to better equip users with quicker data for increased accuracy on decision making and monthly performance
-Managed a team that is reviewed investment pipeline opportunities, forecasting 5-year strategic plans, and developing new reporting standards and management tools to better equip users with quicker data for increased accuracy on decision making -Oversaw team that handles a ~$270MM operating expense budget within North America. Worked to deliver month-end accounting tasks, management reporting, full year forecasting and our newly created initiative “Cost Smart” in which guidance was given to Wall Street of delivering on ~$150MM cost savings over 3-year
-Lead financial modeling and planning of our 5-year, $3+ billion Strategic Plan using inputs from a very cross-functional team across the organization and a dynamic model to review certain sensitivity analysis, growth of product lines, and other key measurable targets used in decision making for our future growth -Analyzed future acquisitions and investment opportunities to provide leadership with financial reviews that can be used as support to see if they align with our future Strategic Plan and will provide a benefit to the growth of the company. Drove financial due diligence once acquisition targets are identified and lead integration of acquisition once deals are closed to obtain synergies and growth targets identified within the business case
-Reconciled business segment’s profit & loss statements and develop affordability targets, EBITDA thresholds, and other financial measures to provide management with different scenarios and explanations of results & forecasts. Compiled & provided monthly SG&A reports to entire Senior Leadership Team with detailed explanations on variances -Lead and assisted in various process improvement activities to better target forecast accuracy throughout the finance & accounting organization. Developed a “flash report” to provide management with high-level, monthly results 3-days earlier than previously reported -Created a dynamic 3-year Strategic Plan model to use in planning future targets and growth expectations used to inform management and the Board of Directors of company expectations
-Managed a $20+ million-dollar budget for product cost reduction activities to support $90 million dollars in yearly material cost savings. Planned and assembled forecast breakdowns of labor, testing, and other variable costs from hundreds of engineering departments -Developed cash flow analysis’ & financial models, to produce NPV’s & IRR’s on product change proposals for the North American Truck Platform. Redesigned the current product, business case cash flow to align with our major program assumptions & calculations; worked with IT to implement into our Workflow process used across all of Product Development -Worked cross-functionally with areas such as sales, marketing, product cost, manufacturing, and purchasing to create concise business plans and develop implementation strategies in the most cost effective and quickest way possible -Prepared Executive Letters and supporting analysis for capital approval amounts of greater than $200,000
-Delieverd customer service to the University of Iowa community concerning university bills, financial aid, and payments of specific charges by answering phones and responding to emails -Provided training, assistance, and management of over 20 student co-workers -Reported monthly consolidations on payment activities between different accounts
-Assisted accountants and staff members in tax return processing and other administrative tasks during the tax season -Provided quality assistance on tasks such as research, file processing, and customer service and support