Zionsville, Indiana, United States
While working with The Heritage Group I have had the opportunity to gain experience is many areas. I was initially hired as an Accounting manager, but within a couple of years was actively involved in negotiating bank contracts, M&A, finaincial analysis and more. My role has expanded to include risk management, benefits management, and management of the accounting, information systems, and tax functions at Heritage. While I oversee many administrative functions, I still look for those type of unique opportunities that more visibly contribute to the profitability of the organization. Specialties: CPA, MBA with experience in Treasury, Financial Analysis and Modeling, Accounting, Risk Management, Contract Negotiation, Employee Benefit Analysis and Plan Design, Financial Derivatives, and Commodity Derivatives.
This role will provide transition support to the incoming Executive Vice President and Chief Financial Officer and assist with the orderly completion of select, ongoing financial and strategic initiatives. The role is advisory in nature, with no day-to-day management or operational authority.
Hired as Accounting Manager in 1988, promoted to Controller in 1990, Manager of Business Analysis in 1993, Vice President of Finance in 1996, Vice President and CFO in 2012. Heritage is a Privately held company in multiple industries including Road Construction, Liquid Asphalt, Aggregate Minings, Environmental Treatment and Storage, Natural Gas Exploration / Production, and Oil Refining.
Initiallly hired as a Staff Accountant responsible for financial reporting for 2 divisions. Responsibilities quickly expanded to include financial reporting and presentation to management for 5 divisions, financial analysis of profitability and initial automation of multiple accounting functions and closing activities using PCs.
Initially hired as staff accountant for financially stressed company. Due to attrition assumed multiple responsibilities that included financial reporting to Bankruptcy court, analysis of operations' profitibility, monthly closings of wholely owned Electrical Utility Company, and special projects to CEO.