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Work Background
Account CFOCFO Consultant
Jan. 2022Atlanta, GAAccount CFO works specifically with small and growing law firms to excel at the business of law by:
● Ensuring timely and accurate monthly financial statements are prepared
● Reviewing IOLTA compliance and case cost tracking monthly
● Monitoring cash flow
● Sharing how to use the firms’ financial statements as the primary business tool
● Preparing and maintain budgets
● Optimizing financial and operational processes through review and redesign
● Developing tools for forecasting revenue
● Working with leadership to design weekly\monthly dashboard (Key Performance Indicators)
Halyard HealthSenior Finance Manager
Mar. 2016 - Jun. 2019Alpharetta, GA• Leading a team of 5 plant finance managers across the globe
• Manage the cost of manufacturing, forecasting, and budgeting efforts for the Surgical & Infection Prevention division ($1B annual revenue)
• Manage the monthly reporting of manufacturing plant expenditures driving $5M of annual savings
• Driving finance standard work across 5 manufacturing facilities
RTW ADVISORSPrincipal Advisor and Founder
Jan. 2015Atlanta, Georgia, United StatesRTW Advisors was originally founded in 2015 by Askia Roberts. At that time, the firm’s specialty was primarily providing bookkeeping services. Business consulting and tax planning were the cornerstones of the firm’s success. As the firm grew and gained prestige, larger and more financially complex companies, and individuals became clients. As our clients’ needs grew, the firm added an accounting function to service their needs. The direction of the firm has gravitated toward working primarily with small businesses and their owners, however we do provide services to individual clients seeking to improve their personal finances. We pride ourselves on not just analyzing the past and keeping our clients’ books up to date, but helping clients understand how to use that information and apply it to the future. If you are looking for a progressive firm to help move your company forward, give us a call to see how our approach can help you achieve your goals.
GEFinancial Analyst (Cost) – GE, Energy Management
Nov. 2012 - Mar. 2016Atlanta GA• Maintained the cost of catalog items for 10 product lines across multiple manufacturing sites with an average inventory value of $25M ensuring proper cost for pricing determination and contract negotiation
• Ensured proper accounting of profit margin for both P&Ls with revenue exceeding $200MM through capture of purchase variance and annual standards update
• Reduced direct material cost by 2% for key purchased parts by providing Sourcing with key market analysis for negotiations
• Led physical inventory counts for 2 manufacturing sites with offsite consigned inventory limiting operation down time to one shift
• Led the standard cost update process for ~$80M P&L with an average inventory value of ~$10M to ensure accurate tracking of manufacturing input cost
GEFinance Process Leader (Accounts Payable) – GE, Energy (APEX)
Sep. 2011 - Oct. 2012Atlanta, GA• Led Oracle and SAP software implementations of A/P system upgrades increasing working capital by an average of 4% for 3 business units
• Managed software upgrade and simplification projects that increased days to pay to suppliers by an average of 8 days
Dresser, Inc.FP&A Leader (Integration and Acquisitions) – GE, Power & Water (Waukesha Engines)
Mar. 2011 - Sep. 2011Waukesha, Wisconsin• Successfully led the local FP&A team transition to the contribution accounting approach. Assisted with the timely preparation and submission of quarterly, yearly, 3-year outlook estimates, and 11 additional closing disclosure reports
• Restructured the general ledger accounts, department to cost center alignments, and closing offline reporting package to provide clear and concise summary of results. Expanded internal reporting capabilities and provided training on KPIs and financial systems to the local team
GEFP&A Analyst (Sourcing) – GE, Energy
Jul. 2010 - Jan. 2011Greater Atlanta Area• Managed financial reporting for 4 Sourcing Cost Centers ($50M) including estimating, monitoring, and reporting actuals
• Published weekly commodity and currency market summary (~1300 employee subscribers) • Managed review process for supplier advances with $500M requested annually
General Electric - Power & WaterFP&A Analyst (Inventory & Materials) – GE, Power & Water
Jan. 2010 - Jun. 2010Greenville, South Carolina Area• Managed the approval process for special charges within Thermal organization recapturing over $1M by leading a Lean Six Sigma Greenbelt project to reduce POs aged >90 days
General Electric - EnergyFP&A Analyst (Income Statement) – GE, Oil & Gas (Hydril)
Jul. 2009 - Jan. 2010Houston, Texas Area• Managed the internal reporting of base cost, reducing reporting cycle time by 90%
• Developed reporting package to provide clear and concise summary of $80M of base cost through 15+ major commodity accounts
GE EnergyFP&A Analyst (Income Statement) – GE, Power & Water (Parts)
Jan. 2009 - Jun. 2009Greater Atlanta Area• Served as Lead Revenue Analyst for ~$100M business segment. Successfully worked cross functionally with Operations and Commercial teams to prepare weekly revenue analytics
• Developed 1st weekly CFOA tracker to effectively pace movement of cash within the organization
• Created backlog scorecard to measure and identify deals at risk of not shipping within the quarter
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