SUMMARY OF QUALIFICATIONS
Financial professional with over 20 years of progressive experience. Successes have involved analyzing and implementing complex financial and technological systems and communicating understandable results to stakeholders. Uniquely able to quickly identify and understand business needs and envision a clear path toward providing relevant information and procedures that facilitate effective evaluation of progress toward stated objectives.
Professional experience
hansens tree service and environmental wood resources OFallon, Missouri 2009
Chief Financial Officer
Introduce sales projection and performance analysis to a multi-faceted tree service and environmental resource reclamation and recovery company. Implement manufacturing and job cost accounting procedures to Hansens to help identify profit margin potential and competitive strengths in multiple environmental marketplaces.
Projects
Create historical divisional sales analysis to identify and capitalize on sales trends and bring focus to the company regarding resource utilization.
Facilitate first corporate vision retreat weekend where we identified company competencies and direction and set a course for organized, goal driven, market sensitive strategy for 2009.
Re-organize corporate accounting structures and entry standards for Masterbuilder accounting system to accommodate reporting consistent with the strategy outcomes.
Prepare bank financing packages to reflect corporate performance and future profit potentials to enable the re-organization of company debt structures toward positive cash flow.
Maximize corporate analytical capabilities by reorganizing cost of goods sold information gathering and reporting to identify jobs, customers, labor and machinery resources by applicable division of the company.
Evaluate strategic business opportunities for expansion and acquisition of companies or opportunities in neighboring geographies to accommodate completion of visionary goals.
Evaluate and guide corporate marketing expenditures and communicate goals and correlations between marketing plans and desired sales driven outcomes.
Negotiate with union litigators to minimize the effect of historical inconsistencies in reporting of union wages and benefits.
Handle property and casualty insurance, workers compensation, and liability renewals. Oversee all employee benefits administration and HR functions. Raise awareness of insurance impact on business profitability and restore confidence of underwriters toward Hansens.
wiegmann associates, inc St. Charles, Missouri 2006 2009
Controller/Financial Officer
Lead company through business recovery by implementing budgeting procedures, job costing disciplines, and financial accountability. Saved company over 180K in business insurance expenditures through effective agent selection process. Created pivot-table driven financial models to assist in historical market-based profitability analysis during strategic planning retreats.
Projects
Work with bank auditors to ensure maintenance of ongoing line of credit while significantly negative in our equity position. Develop multi-week cash flow projection worksheets and backlog reporting systems.
Coordinate day to day business related financial activities, Insurance renewals, Starbuilder accounting system troubleshooting, setup and configuration, and special reporting for field personnel.
Prepare monthly WIP analysis and meet with Project Managers to review profitability and project profits upon completion.
Prepare customized budgets and financial statements. (improved data reliability and understandability although the accounting system was not implemented correctly and clear procedures were not established)
Negotiate special payment terms with vendors and customers and maintain amiable relationships while under tight cash flow pressure.
Monitor daily cash position for the company and direct disbursements and receipt activities.
Manage staff of 5 employees who handle daily transactional entry, reporting, payroll and HR.
Coordinate and develop comprehensive employee benefits program including Health Insurance and 401K design, selection, administration, and communication.
Manage government contract compliance and execution consistencies.
Handle state licenses and ensure that the company is properly authorized to do business in multiple jurisdictions throughout the continental United States.
Make effective bank presentations for financial sustainability of the company to ensure continued credit availability of $3.5M line.
Bredensteiner and associates / time inc. St. Charles, Missouri 2003 2006
Lead Auditor / IT Consultant
Lead auditor for multiple construction clients helping them to identify profitability and financial trends or shortcomings in their internal accounting procedures and/or systems. Assist clients in definition of business process-based accounting system selection. Extend client effectiveness in communication by implementing and supporting fully functional MS Office SBS solutions with mobility platform enablement.
Projects
Consult with clients on best practices sensitive, business process-based software selection analysis.
Advise clients on business process improvements and software implementation and design considerations to facilitate optimal configurations. System familiarity includes Timberline Office, Master Builder for Construction, Quickbooks for Contractors
Implemented advanced Quickbooks Enterprise setup and configuration for home improvement/reselling
Set up and configure Small Business Server Networks including client computer setup and configuration for Microsoft and other critical business applications such as Creative Solutions audit package and working paper preparation tools.
Implemented a complete Microsoft Small Business Server package for local law firms including complete setup and implementation of Exchange, MS SQL Server, Sharepoint Services, Microsoft Intranet, Microsoft Mobility Solutions with Mobile Pocket PC functionality, Office 2003 client installation, and Microsoft Small Business Accounting Solutions.
Prepare working papers and audited statements for clients.
DSG Inc. Denver, Co 2003
CRM/Accounting Specialist, Enterprise Resource Management software selection consultation
Saved a major water company over $1.5M in base cost of SAP software due to proper negotiation and evaluation of client needs through a business process based accounting selection methodology.
Served as an ERP selection consultant with responsibilities for defining system and functional requirements for WaterOne in Johnson County Kansas.
Facilitated business process based system definition to ensure that the selection of software can properly map toward the expectations and needs of the client.
Evaluated functional specifications for SAP, Hansen/MS Great Plains and Oracle Accounting Solutions as they matched up with the requirements of the client.
Facilitated the vendor presentations for these systems to ensure that they are consistent with what the client expectations.
Developed software scorecards to objectively evaluate and compare software solutions.
Maritz, Inc. Fenton, Missouri 1997 2003
CRM Specialist, Technical Business Analyst / Solutions Architect
Built bridges between technologists and business unit directors to clarify customer need based requirements as compared to internally developed and maintained technology components. Implemented, administered, maintained, and extended enterprise CRM e-mail system (Kana) thus saving the company in consulting implementation and ongoing administration costs. Performed various advanced troubleshooting and implementation projects for Application Services within the Maritz enterprise.
T.I.M.E. St. Charles, Missouri 1996 1997
President
Developed and integrated budgeting and Governmental accounting system (USL Financials) for clients.
Marketed Utility Billing application for Microsoft platform.
Developed FRx-based drill down capability for detailed transactions for budget reconciliation and analysis.
Duckett Creek Sanitary District St. Charles, Missouri 1991 1996
Director of Administration
Developed long-term plans for system and infrastructure enhancements that kept the District on track to meet the needs of a double digit growth track over a 10 year period. Implemented ERP system for accounting and budgeting systems. Develop budgetary plans that facilitated line manager accountability to budgetary process which resulted in effective cost containment during the most significant growth years.
Developed budgeting systems for line-management staff that emphasized accountability and cost containment, resulting in no-cost increase budget in one year where growth was realized at an 18 percent level.
Coordinated and planned St. Charles County sewer infrastructure enhancements, including financing and growth projections.
Led office staff in day-to-day administrative services and built practical employee policies for district.
Facilitated inter-governmental dialogs on sharing resources to enable countywide GIS systems resource sharing and cooperation.
Coordinated creation of updated employee policies and practices including development of employee handbook.
Coatings application and waterproofing, Inc. St. Louis, Missouri 1989 1991
Accountant Controller
Managed office staff in daily functions, balanced accounting records, created and reviewed project expenditure and profitability statements with line managers, upgraded computer systems, created chart of accounts and projected accounting systems for IBM System 36 computers.
payline south, Inc. Lansing, IL 1986 1989
Accountant
Handle all day to day transaction including inventory valuation, billings, A/R and A/P management, monthly closings, and system 36 computer maintenance.
Education
Bachelor of Science in Business Administration/Accounting
Culver-Stockton College Canton, Missouri
