16409 Norwood Lane
Minnetonka, MN 55345
Selected Accomplishments:
Leadership and management:
- Responsible for staff of 50 in finance, IT, HR and fleet and facilities management.
- Facilited team goal development process and generated sense of unity and purpose.
- Authored finance, HR, and administrative policies.
Financial reporting and analysis:
- Produced monthly/quarterly/annual financial statements, footnotes and analyses.
- Coordinated budget process.
- Designed financial systems and financial statements.
- Developed long range planning models.
- Performed due diligence of potential acquisitions and dispositions.
- Designed reporting structure for new internation entities.
Cash management:
- Assisted in negotiation multi-million dollar debt facility.
- Produced private placement offering memorandum for start up company.
- Managed debt covenant reporting.
- Provided management with cyclical cash flow projections utilizing historical operating performance and current plan.
Operational and reporting troubleshooting:
- Developed operational analytical tools and performed operations analyses.
- Designed revenue prediction tool using regression analysis to provide management with more timely analytical data.
- Implemented 3 system conversions.
- Analyzed financial data to clarify and reconcile financial balances.
Compliance:
- Assisted in producing SEC filings.
- Coordinated both financial and tax audits.
- Produced process documentation for compliance with the Sarbanes Oxley Act.
- Coordinated and resolved numerous sales and use tax audits saving hundreds of thousands of dollars.
