Controller/Treasury Manager
This accomplished Controller/Treasury Manager is a CTP and CMA with a strong accounting background. Industry experience includes automotive and logistics. Expertise includes providing leadership and structure and streamlining processes to various organizations. Recent experience includes managing multiple sites, global currencies, consolidations, treasury oversight as well as providing budgets and various forecasts. Systems experience includes SAP, Oracle, Workday (HR Module), Blackline, Lawson, Fieldglass SAP, Business One, Certify, Concur, QuickBooks, Peachtree and advanced Excel.
Additional qualifications include:
- Managed a $500 million portfolio (primarily filled with aerospace and auto dealership companies) for private equity including full-cycle, month-end close, budget and forecasting for each company within the portfolio; managed all additions and exits to the portfolio including chart of account integrations, banking relationships, long-term strategy plans, AR/AP oversight, all treasury functions and various other duties
- Managed the full cycle month-end close including consolidated financial reporting, acquisition preparation, franchise licensees and procurement
- Rose in the ranks from Sr. Accountant to Regional Area Controller managing a team of 20+ professionals
- Prepared 7 sets of financial statements, boosted the audit score 20% from process improvements and efficiency gains, and improved the budget process to be more accurate and implemented a rolling forecast
- Worked directly with the CEO for internal audit policy and procedure implementations and managed 20+ dealerships regulatory compliance
- Managed the day to day corporate accounting department, treasury, budgeting and all financial reporting
Controller/Treasury Manager
This accomplished Controller/Treasury Manager is a CTP and CMA with a strong accounting background. Industry experience includes automotive and logistics. Expertise includes providing leadership and structure and streamlining processes to various organizations. Recent experience includes managing multiple sites, global currencies, consolidations, treasury oversight as well as providing budgets and various forecasts. Systems experience includes SAP, Oracle, Workday (HR Module), Blackline, Lawson, Fieldglass SAP, Business One, Certify, Concur, QuickBooks, Peachtree and advanced Excel.
Additional qualifications include:
- Managed a $500 million portfolio (primarily filled with aerospace and auto dealership companies) for private equity including full-cycle, month-end close, budget and forecasting for each company within the portfolio; managed all additions and exits to the portfolio including chart of account integrations, banking relationships, long-term strategy plans, AR/AP oversight, all treasury functions and various other duties
- Managed the full cycle month-end close including consolidated financial reporting, acquisition preparation, franchise licensees and procurement
- Rose in the ranks from Sr. Accountant to Regional Area Controller managing a team of 20+ professionals
- Prepared 7 sets of financial statements, boosted the audit score 20% from process improvements and efficiency gains, and improved the budget process to be more accurate and implemented a rolling forecast
- Worked directly with the CEO for internal audit policy and procedure implementations and managed 20+ dealerships regulatory compliance
- Managed the day to day corporate accounting department, treasury, budgeting and all financial reporting