Manager/Senior Financial Analysis & Treasury
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My career with subject matter expertise in Accounting, Banking, Finance, FinTech, Planning, and Treasury has spanned several roles with progressive responsibility that will serve me well in this opportunity.
After receiving my bachelor’s degree in business administration with a major in Finance, I joined Key Bank and managed other resources to support a wide variety of clients invested in Retail, Credit, Custody, and Trust products with issues ranging from asset and portfolio management, to tax, foreign securities, currencies, and trust agreements. While working in Trust Operations, I was responsible for gathering data and preparing valuation analysis on custody assets that were privately or thinly traded. This was my first exposure to analysis, valuation, and reporting.
After receiving my MBA with a focus in International Business, I joined the JM Smucker Company and later FedEx Logistics performing international staff accountant functions such as journal entries, planning, consolidating, internal and external reporting, on location auditing abroad, while creating make/buy analysis, and commercial invoicing for customs clearance. In these roles, I was responsible for reviewing prior year data, then surveying and accumulating key associate inputs for preparing the quarterly, annual, and strategic financial plan for our foreign business units, then uploading the data into our ERP. On a monthly basis, I was responsible for reconciling actual results to the prior period, and to our base plan and quarterly reforecasts.
From there, I would prepare a variance analysis report for the monthly business review. I would also research our cost structure and prepare Make/Buy analyses to determine if our company should make or outsource new products or services for our partners and customers.
I would later move to American Greetings and CommuteAir where I would use my skills in Accounting, Banking, Compliance (SOX), FP&A, and Team management to provide financial oversight and risk management of indirect spend, cash flows, debt facilities, letters of credit, retirement plans, corporate investments, working capital, and internal/external/bank reporting compliance. In these roles, I created and managed large and complex financial models that I was responsible for maintaining for covenant compliance, strategic planning, and for of review prior year data for insurance spend, interest expense/income, bank fees, IT spend, and depreciations & amortization, then accumulating all business unit’s inputs for preparing the quarterly, annual financial and strategic plan for our consolidated plan, then uploading the data into our ERP. On a monthly basis, I was responsible for reconciling actual results to prior period, and to our base plan.
From there, I would prepare variance analysis reports for the monthly business review, 10K footnotes, board of director’s dashboards, and bank covenants.
My current role as an advisor for Nitor Partners utilizes all of these disciplines and applies them to FinTech solutions that automate these tasks for midmarket and enterprise clients. To execute, I’m directly involved in marketing, creating blogs, white papers, providing cost benefit analysis for tech solutions, and working capital optimizations utilizing SCF (Supply Chain Finance & Dynamic Discounting, as well as implementing software. To value engineer working capital opportunities, I’ve built large and complex outcome models to quantify efficiencies and savings.
In addition, I’m responsible for forecasting and reconciling the sales and expense plan that support this practice.
I’d be delighted to have the opportunity to learn more about this position and share how my skill set can meet and exceed the expectations of this role.
Best,
Functional Lead Treasury and Working Capital Solutions
Nitor Partners - Cleveland, OH
Champlain Enterprises, LLC DBA CommuteAir- Cleveland, OH
April 2016 to April 2018
American Greetings Corporation - Cleveland, OH
July 2008 to April 2016
American Greetings Corporation - Cleveland, OH
May 2004 to July 2008
American Greetings Corporation - Cleveland, OH
July 2001 to May 2004
FedEx Logistics - Hudson, OH
June 2000 to July 2001
Responsible for ledger accounting and consolidation of foreign subsidiaries.
J.M. Smucker Company - Orrville, OH
April 1998 to June 2000
Responsible for ledger accounting and consolidation of foreign subsidiaries.
Key Bank and Trust Company - Cleveland, OH
December 1992 to April 1998
MBA in International Business Administration
Baldwin Wallace University - Berea, OH
1997
Cleveland State University - Cleveland, OH
1992
Accounting, Advanced Excel, Banking, Basic Spanish, Building Dashboards, Card Program Implementations, Concur, Covenant Compliance, Finance, Financial Modeling, FP&A Financial Planning and Analysis, Hyperion, KPI’s, Kyriba, Microsoft BI, Microsoft Dynamics, MS Teams, Networking, Notary Public, Oracle/NetSuite, PowerPoint, Pricing Analysis, Project Place, Risk Management, SCF Supply Chain Finance, Slack, Smartsheet, Treasury SAP S/4HANA, Various Banking Interfaces, Word.
Kyriba Core Bank and Cash
Kyriba Pre-Sales
Vice President for the British American Chamber of Commerce, Ohio (part of the British American Business Council), Board Member for the Loxley Purse Scholarship Foundation, Board Member for the Northern Ohio Association of Financial Professionals (AFP), Lead Organizer for Cleveland Passport Professionals and ExPat Community, Volunteer for The Refugee Response, Volunteer Mentor at Global Cleveland, Member of Cleveland Council of World Affairs, Former Board Member and Treasurer for the Clifton Club, Former Board Member for Zygote Press, Inc.
Board member, ALCO Committee and Supervisory Committee member for American Greetings Federal Credit Union (AGCFCU), Overseas assignments and marketing in the Dominican Republic, England, Korea, Mexico, Netherlands, Panama, Puerto Rico, and Singapore.
MBA in International Business Administration
Baldwin Wallace University - Berea, OH
1997
Cleveland State University - Cleveland, OH
1992
