Specialties

Corporate consolidations; Tax; SOX 404 compliance; Audits/Forensic; Business Integration; Budget planning, preparation, and administration; Mergers & Acquisition (M&A);  Treasury; Foreign Exchange; Transfer Pricing; Oracle ERP 11i and Data Warehousing; MS Dynamics AX 2009 ERP; Hyperion HFM; Organizational Structure;  SEC Reporting;  Business Process Reengineering (BPR); USGAAP/IFRS; Software Revenue Recognition.

 

Education

2013—MTax, University of Tulsa, OK. Major; Taxation

1999—MBA, University of New Haven, New Haven, CT

1984—BS, Indiana University of Pennsylvania, Indiana, PA. Major; Accounting

 

Certifications and Languages

Certified Public Accountant (“CPA”); Certified Fraud Examiner (“CFE”); Bilingual (English/Spanish) — Able to comprehend Portuguese.

 

Positions Held

 

   10/2019 to Present —  AVP - DAC — Finance

Responsible for accounting, finance, corporate strategy and planning of the dark aircured operations (DAC).

 

   11/2017 to 06/2019 —  Controller — North America

Built and managed Americas AP/AR/Sales Tax Shared Services for 5 sites; reduced past due receivables by $3.5M. Managed a 20-person team accountable for all financial activities including accounting, financial analysis, budgeting, forecasting, inventory control and internal control activities. Responsible for the accuracy and integrity of Nitto’s financial data.

 

· Directed group compliance with J-SOX and all finance policies / procedures.

 

· Implemented an Automated Reconciliation Tool across the Americas – reduced the day of reconciliation by 80% and adjusted Balance Balances by $5M, to ensure accuracy of financial data.

 

· Implemented Avalara system to ensure tax compliance with Sales and Used Tax reporting within 42 States. Reduced exposure by $500k.

 

· Directed process for the Americas semiannual budget and monthly forecast for HQ; improved accuracy by 5 pp.

  03/2013 to 11/2017 — Finance Director —  Richmond, VA –

Group partner in developing and implementing specific strategies, disciplines, systems, programs, procedures and controls to meet our profit and growth objectives. Provides financial analysis, reporting and decision-making support for major key business activities. Lead the development of monthly forecast, and provides oversight, and advice to worldwide controllers on the site operations, accounting, tax, audit, and internal controls.

 01/2012 to 03/2013 — Financial Controller, Assistant —  Charlottesville, VA –

Oversees all accounting and financial reporting functions, including monthly close and preparation of internal financial statements for the Medical Automation Systems division.

 09/2008 to 09/2011 — CFO/Director —  Pandaan, Indonesia –

Responsible for the integrity of financial reporting.  Promoted to CFO of Indonesia operations to restructure the finance organization and implement business strategy.   Successfully managed the due diligence process for the completion of a JV with Scandinavian Tobacco Group ( the world’s larger cigar manufacturer).

 

12/2005 to 9/2008 — Senior Manager of Corporate Finance and Business Planning — Richmond, VA — Responsible for special projects including merger and acquisition activity.  Managed business goals for the company's premium cigar division.  Designed reporting structure and managed Oracle Data Warehousing.  Managed data validation process for all financial applications.

 

2002 to 2005 — Manager of Corporate Finance and Treasury — Manhattan, NY —  Responsible for the company's daily cash flow, debt level, financial planning, budgeting, and forecasting processes.

 

2001 to 2002 — Finance Manager — Santiago, Dominican Republic – Responsible for implementing US GAAP accounting policies, and standard cost system, using Oracle Financial Suite 11i.

 

1998 to 2001 — Senior Corporate Financial Analyst — Bloomfield, CT – Responsible for SEC and debt covenant reporting.  Managed a $200 million divestiture, including business valuation.  Responsibilities include budgeting, forecasting, financial planning and analysis, financial accounting, management and business metrics reporting, treasury and all general accounting functions.

 

   1994 to 1998 — Corporate Financial Analyst  —  Danbury, CT —

Responsible for the development and issuance of financial policies and procedures, determination of accounting treatment of unusual transactions, monitoring of emerging accounting issues, and SEC financial reporting.

 

1988 to 1994 — Senior Internal Auditor – Analyzed data for deficient controls, duplicated effort, extravagance, fraud, and non-compliance with laws, regulations, and management policies.  Reported to management about asset utilization and audit results, and recommended changes in operations and financial activities.

 

   1984 to 1988 —  Senior Auditor — Ernst & Young —

Managed audit reviews and prepared audit reports for the firms’ largest clients in manufacturing, high-tech, governmental, banking and retail.

 

 

References

 

Mr. Tom Hayes, CFO/VP, Swedish Match NA, +1 804-787-5100

Mr. Constant Pompen, Investment Officer at BMI-SBIVP, Brussels, Belgium, + 322-776-0104

 

Mobility:          Willing to relocate both domestically and internationally