Areas of Experience

Revamped company-wide rolling forecast process, which continues to be used today.
Implemented corporate and division level budgeting program, utilizing regular input from division heads as well as corporate executives.
Conducted financial modeling for proposed new company headquarters building.
Studied and calculated production capacity at manufacturing facilities. Provided direction to CEO and Plant Managers, prioritizing projects to allow an increase of throughput by 36% at the largest facility with minimal investment.
Analyzed performance at an underperforming facility. Reviewed options, and provided plan and support leading to the disposal of the facility – saving over $1 million annually.

Identified and secured grant opportunities from as low as $25,000 up to the seven digits.
Led teams responsible for generating additional tax deductions (Section 179D Energy Deductions) and tax credits (Research & Development Tax Credits). These programs reduced taxes paid significantly for multiple fiscal years.
Key member of team that negotiated modified contract terms with a major supplier, improving gross profits significantly. Developed multiple scenarios, selected top choice, presented to upper management, then negotiated with the supplier.
Conducted internal audit of freight expenses that led to the recovery of $100,000 in overpayments.
Converted financial reporting system to new software, incorporated new features to add value to management (product line profitability, regional profitability, and drill down capabilities).
Led the development of automating/streamlining a reporting tool for Project Managers, identifying potential savings to customers early in the project, and potential change order opportunities.
Developed reporting for Key Performance Indicators (KPIs), providing management with timely information, allowing them to adjust quickly to improve performance.