New York City Metropolitan Area
Senior Finance Executive who serves as a strategic business partner in global organizations. Comprehensive financial, operational and management experience in a global organization. Experience in supporting a fast growing company, while minimizing risks and ensuring appropriate internal controls. Consistent record of process improvement, team building and staff development. Strengths in transformation, implementation, improving cashflow, improving profitability and people management. Delivered millions in cost savings, by identifying areas of improvements within financial processes. Responsibilities and role grew progressively with company, through promotions of increased scope and complexity. Specialties: P&L Management, Financial Planning & Analysis, SOX Compliance, Risk Management, Budgeting & Forecasting, Cost Accounting, Process Reengineering, Financial Reporting, Financial Controls, Cash Management, Mergers & Acquisitions, Financial Strategy and Business Transformation. Industry Focus: Freight Forwarding, Contract Logistics, Brokerage, Transportation and Supply Chain.
Expanded existing role to include Canada, Mexico and Latin America.
• Intense focus on improving working capital and operational KPI’s for USA Air. • Improved past due AR from +20% to less than 10%. • Managed key vendor payables & payments. • Improved unbilled revenue (as a % of sales) from +50% over 30 days, to less than 10% over 30 days. • Established processes to review and manage shipment profitability variances, and unbilled revenue. • Country level implementation of new operating system. • Supported operations with performance analysis. Shared KPI’s. Identified opportunities for improvement. • Provided timely and accurate financial information to the leadership team and branch management. • Shared and maintained accurate financial planning, for actual vs. budgeted results. • Proactive early identification of problems and errors. Recommended and implemented improvement plans. • Actively participated in long-term and short-term strategic planning sessions. • Implemented and maintained effective internal & financial controls and policies.
Oversaw and managed the finance area for an international company, including financial planning, budgeting & forecasting, tax planning, cash management and the month end close process.
• Reviewed, negotiated and made recommendations regarding financial arrangements, agreements and contracts. • Provided timely and accurate financial information to management, ensuring it’s maintained according to GAAP, tax regulations, and corporate policies. • Heavy focus on cash forecasting and collections. • Country level implementation & maintenance of Oracle NetSuite & Intellect operating system. • Provided accurate financial planning and reporting including revenue, cost of sale, profit, balance sheet and cash flow. • Provided support to operations team with performance analysis, business planning and internal controls. Identified opportunities for improvement. • Oversaw tax preparation, filing and planning. Ensured compliance with statutory requirements. • Provided early identification of problems and opportunities, and then recommended appropriate action. • Actively participated in long-term and short-term strategic planning sessions. • Implemented and maintained effective internal & financial controls and policies. • Responsible for strategic planning, budgeting, forecasting and performance reporting. • Served as liaison with external auditors.
Oversaw all accounting activities for the company, including the monthend close process, accounting operations, financial reporting, payroll and cash management. • Managed and lead the financial, accounting, and banking activities. • Reviewed, negotiated and made recommendations regarding all financial arrangements, agreements and contracts. • Ensured compliance with corporate policies and applicable laws and regulations. • Established, implemented and maintained risk management policies and procedures. • Provided timely and accurate financial information to management, ensuring it was maintained according to GAAP, tax regulations, and corporate policies. • Provided accurate financial planning and reporting including revenue, cost, profit, balance sheet and cash flow. • Managed and maintained the budgeting process. • Analyzed actual results versus budget and goals; provided early identification of problems and opportunities, and recommended appropriate action. • Actively participated in long-term and short-term executive strategic planning sessions. • Maintained focus on continuous improvement through researching and sourcing innovative, efficient, cost-effective business solutions. • Implemented and maintained effective internal & financial controls and SOP’s. • Was responsible for strategic planning, budgeting, forecasting and performance reporting. • Implemented a global cash forecasting tool, which was updated daily. • Shortened and structured the month end close cycle. • Implemented shipment profitability review reports and procedures. • Created and updated monthly performance reports to review results with the Executive Team. • Implemented and brought current all balance sheet reconciliations. • Held weekly client and sales calls. Reviewed client volume activity, and timeliness of billings.
Oversaw and managed all financial aspects of region with $1B in sales including budgeting, forecasting and planning. Member of North America Management Team. • Managed the country level implementation & maintenance of Oracle & 1View operational system. • Manage client profitability improvement plan models and analytics (ROIC). • Provide monthly feedback on regional revenue and operating expense performance. • Focus on cash management, resulting in $40M FY16 and $44M FY15 free cash flow improvement. • Ensure accuracy and compliance with accounting policies, procedures and revenue recognition. • Maintain internal controls and SOX compliance. • Led cost reduction and profit improvement plans including transition of roles & responsibilities to a shared service center, headcount reductions and consolidation of operational facilities. • Serve as liaison with external & internal auditors. • Manage monthend close process, including reporting and review.
Promoted to Financial Controller, overseeing +65 cost centers (35 sites) with $850M in revenue and 1000+ employees. Managed team of 45 finance professionals, surpassing all budgetary objectives. • Provided day to day supervision to all accounting functions, ensuring accuracy & compliance. • Performed financial analysis, reporting, forecasting, budgeting, and profit improvement planning. • Implemented SOX controls, documented process flow charts and ensured compliance. • Responsible for Quarter & Year End audit requirements, for both external & internal audits. • Established month end process for Balance Sheet reconciliations and General Ledger review. • Improved DSO (reduced 12 days), bad debt (reduced 75%) & AR Aging (overdue down 50%). • Restructured AP and implemented payment schedule. Reviewed accuracy of 5000 vendor profiles. • Led the transition of all local finance transactional functions, to the Finance Shared Service Center. • Improved month end close process, reducing it from 13 to 5 business days.
Advanced to national role, overseeing financial planning and analysis for the United States. • Introduced process improvements to bring 18 month intercompany payables back log current. • Implemented procedures for reviewing accruals and payables for accuracy, reducing accruals by $1M. • Consolidated month end recurring and prepaid journal entries to help expedite month end close. • Restructured and formalized client credit review policy. Established Levels of Authority. • Managed month end analysis of revenue, expenses & profit (actual vs. prior year and budget). • Reduced profit share review process during month end from 3 days to 1 day. • Responsible for implementing and introducing finance & operations business partnering approach. • SOX implementation, preparation and auditing. • Prepare annual and monthly forecasts and budgets for USA operations. • Provide training and support for field offices in all capacities.