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Work Background
Senior Financial Analyst
VRC Engineered SolutionsSenior Financial Analyst
Jan. 2025
Business Unit Assistant Controller & Entity Controller
Lallemand Biofuels & Distilled SpiritsBusiness Unit Assistant Controller & Entity Controller
Jul. 2023 - Jan. 2025Milwaukee, Wisconsin, United States-Develop and enhance current reporting and analytics utilizing current systems -Responsible for proper internal controls -Implement enhancements to current processes to improve efficiencies and ensure accuracy -Ensure adherence to government reporting requirements and deadlines for sales and use tax, 1099, etc… -Manage the day to day accounting operations of Plant -Collaborate with Plant Manager to optimize the manufacturing processes, identify cost-reduction opportunities, and enhance profits -Explain monthly plant variances
Senior Accountant
Sheboygan CountySenior Accountant
Jun. 2020 - Apr. 2024-Led and prepared the budget for Highway, Airport, and Transportation Fund -Project team member of the implementation of a new ERP System (Tyler Munis), time keeping software (RT Vision), and State DOT software -Managed the physical inventory counting and responsible for the overall process from counting to adjustments and reporting -Ensured the accurate and timely preparation of monthly, annual, and other routine financial reports -Presented financial results to the Transportation Director, Transportation Committee, and others -Managed the general ledger accounts for Transportation
Financial Analyst
MUTH MIRROR SYSTEMS, LLCFinancial Analyst
Aug. 2018 - Jun. 2020Sheboygan, Wisconsin Area- Responsible for Sales Forecasting and Reporting - Lead and prepare the yearly budget process - Reporting of the monthly IATF metrics - Assist with pricing new products by analyzing current costs - Maintain the EBITDA covenant files - Work with the Finance Team to assist with month end reporting, projects, and year end audit - Prepare month end reporting packages and quarterly reporting packages for the Board of Directors - Continually working towards automating processes within Plexus ERP system - Collaborated with the CFO and Controller on projects
Staff Accountant
DowcoStaff Accountant
Jun. 2017 - Aug. 2018Manitowoc, WI- Responsible for month-end and year-end close - Prepare daily, weekly, and monthly reports - Lead the financial planning and budgeting process - Assist in implementing internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting - Analyze current and historical processes and procedures in order to identify opportunities and areas of improvement - Responsible for changes made within the Syteline ERP system
Accountant
Johnsonville SausageAccountant
Oct. 2015 - Jun. 2017Sheboygan Falls, WI- Performed month end close activities and account reconciliations - Worked with auditors to prepare necessary analysis, required documentation, and reports - Managed multiple bank accounts, line of credits, loans, daily treasury, bank reconciliations of multiple bank accounts - Provided analysis and reporting for daily and weekly cash position and debt outstanding - Worked on continuous improvement initiatives to streamline current role - Prepared and filed Canadian GST - Prepared and posted intercompany transactions - Managed insurance expenses and budgeting of insurance expenses - Supported the Financial Analyst position - Responsible for leading the insurance renewal process and compiling all necessary information to ensure that we obtain enough coverage - Responsible for filing all government surveys - Maintained financial accuracy of fixed assets through proper capitalizations, disposals, depreciation, transfers, etc... - Responsible for the capital and depreciation forecast - Reported out on variances in capital spends and depreciation compared to budget and forecast on a monthly basis - Reviewed policies, procedures, and controls related to Fixed Assets and also worked with business partners to improve them - Calculated and booked property taxes - Managed two temporary employees
Seasonal Tax Preparer
Huberty CPAs & Trusted AdvisorsSeasonal Tax Preparer
Jan. 2015 - Apr. 2015Sheboygan, Wisconsin Area- Seasonal part-time role in addition to full-time job - Prepared 1099's - Reviewed small business accounting - Reconciled year end accounts and tie to year end work papers - Entered small business transactions into Quickbooks. - Prepared tax returns - Prepared personal property taxes and manufacturing property taxes
Financial Analyst
Johnsonville SausageFinancial Analyst
Mar. 2013 - Sep. 2015Sheboygan Falls, Wi- Summarize data and findings by preparing reports and presenting analysis and recommendations to upper management - Worked to increase productivity and eliminate duplications and errors by streamlining current processes and coordinating a team to develop automated applications and decrease any rework - Analyzed and interpreted monthly and year to date variances and trends between budgets, actuals, forecast, and prior year results - Provided financial support and analysis to Marketing by tracking Marketing budget and spends - Developed financial projections for new products as well as analyze monthly, quarterly, and yearly results of new products and report the results - Provided financial support and analysis to business units for strategic decisions, cost savings initiatives, and RFQ (request for quotes)/RFP (request for pricing) - Developed financial projections for new products as well as analyze monthly, quarterly, and yearly results of new products and sharing the results with the organization - Responsible for calculating pricing of formula based products - Support new product teams by creating ad hoc P&L's so that the teams can understand the potential operating margins - Worked as a business partner with Marketing by providing financial support and analysis and tracking their budgets and actual spends - Provided financial projects for Marketing spends for the remaining months in the year - Prepared and over saw journal entries which included recurring entries and allocations i.e., month-end accruals, pre-paid adjustments, and unrecorded liabilities - Lead a cross functional team that worked together to increase productivity and eliminate duplications, errors, streamlining the current processes, automating applications, and decreasing rework - Responsible for the annual strategic planning, budgeting, and forecasting for Marketing and any related analytics - Initiated a continuous improvement project to document all processes to help gain efficiencies
Tax Professional
Community Tax & Accounting of WisconsinTax Professional
Feb. 2013 - Apr. 2014Sheboygan, Wisconsin Area- Prepared tax returns - Seasonal part-time role in addition to full-time job
Seasonal Tax Preparer
Schenck SCSeasonal Tax Preparer
Feb. 2012 - Apr. 2012Sheboygan, Wisconsin AreaHelped prepare 1040's
Accountant
KMR Media, LLCAccountant
Jul. 2011 - Mar. 2013Plymouth, WI- Was responsible for all areas of accounting - Researched laws associated with starting up a new company. - Prepared financials
Tax Intern
Schenck SCTax Intern
Feb. 2011 - Apr. 2011Prepared tax returns using Prosystems software.
Accounting Assistant
CulliganAccounting Assistant
May. 2009 - Mar. 2013Compiled and analyzed financial information to prepare monthly closing entries Generated financials from Great Plains accounting software for management Assisted external CPA to correct any discrepancies and items associated with the general ledger entries Reconciled deposits and withdrawals Process payroll Computed sales tax for the state of Wisconsin and Michigan Prepared monthly asset figure Responsible for certain Human Resource functions: reviewing applications, interviewing, and health insurance Designed worksheets in excel to help sufficiently reduce labor hours Prepared year-end close of accounts
Accounting Intern
Sheboygan Chamber of CommerceAccounting Intern
Nov. 2008 - May. 2009Entered vendor invoices and wrote out checks for Chamber Cash Accounts Receivable - Entered data for invoicing members, cash receipts, and deposits Budgeting - Verified general expenses and compared previous year expenses for 2009 budget Handled bank reconciliations, customer orders, and processing of certain sales invoices.
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