Manager of Corporate FP&A

CPA – Pennsylvania Certified Public Accountant

Services Company May 2024 – Present

Manager of Corporate FP&A

Builds FP&A department from scratch as first non-controllership hire for company’s finance organization
Establishes and oversees monthly forecasting, annual budgeting, and 3-year strategic planning processes
Creates standard Price, Volume, Mix reporting to bridge results between prior year and current year
Fulfills ad hoc requests from private equity sponsor related to company financials & performance
Manages two direct reports with business unit responsibilities
Collaborates with controllership to issue quarterly external reporting package (MD&A and financial statements)
Led discussion with external firms on diligence items for refinancing transaction completed in Q4 2024

Systems Company July 2021 – May 2024

Finance Manager August 2023 – May 2024

Forecast EBIT for OEM and aftermarket manufacturing business with $70m annual revenue
Led initiative to cleanly report financials for recently carved-out business
Built new product-line specific income statement report for use by P&L management
Provided guidance to operating partners regarding financial performance and product mix
Issued KPI targets to product management team (revenue, book-to-bill, gross margin, etc.)

Finance Rotation Program July 2021 – August 2023

Prepared financial statement schedules and footnotes for use in 10-Q and 11-K SEC filings
Oversaw accounting process to track annual bonus and stock option payout to all eligible company employees
Created Power BI dashboards to visualize business metrics (past-due AR, DSO trends, inventory balances)
Improved monthly close review template by combining financial and operating metrics for groups in one view
Accurately tracked revenue recognition for 50+ customer accounts in accordance with ASC 606
Optimized product line income statement reconciliation process, reducing monthly time spent from 6h to 2h
Forecast operating cash flows and ~$500m accounts payable balance for entire supply chain organization
Created and utilized Microsoft Excel macros to automate weekly reporting responsibilities

State University

Bachelor of Science in Business Administration

Majors: Accounting, Business Information Systems

GPA: 3.79

Excel, PowerPoint, Power BI, DAX, SQL, Hyperion Financial Management

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