Germantown, Wisconsin

Managing Partner 2011 – Present
An outsource CFO financial consulting solution for small to mid-size companies.

Mequon, Wisconsin

Chief Financial Officer, Vice President of Administration 2008 – 2011
Responsible for all finance and operational activities for an $80 million Professional Employer Organization operating in thirty-three states.

• Managed the day-to-day operations of PEO – 110 active customer requiring payroll processing and appropriate quarterly and year-end statutory reporting.
• Reduced payroll error rate to 0.10% of all transactions from more than 3.5%.
• Automation and improvements of internal processes to streamline business resulting in reduction of costs by 32% while increasing output by 23%.

Brookfield, Wisconsin

Chief Financial Officer 2006 – 2008
Responsible for all finance activities for a $10 million multi-location diversified insurance and qualified retirement plan brokers within twelve separate legal entities.

• Developed treasury plan that provided an additional $200,000 in annual income to consolidated business.
• Managed the day-to-day operations of payroll processing business – 250 active payroll clients requiring payroll processing and appropriate quarterly and year-end statutory reporting.
• Successfully directed in excess of $110 million of annual payroll processed while maintaining 97% client retention and greater than 55% annual sales growth.
• Implemented new financial reporting system, which resulted in a fifty percent improvement in the timeliness of month end reporting.

Milwaukee, Wisconsin

Global Treasurer and CFO-Americas 2006
Responsible for all global finance for four wholly owned subsidiaries generating $45 million in sales of $100 million manufacturer of dental x-ray equipment.

• Lead a team of internal finance managers based in the United States, Italy, France and Germany, strategically developing and implementing budgets, reporting and initiatives related to global finance requirements.
• Managed the day-to-day operations of the US business including logistics, materials, technical service and sales support.
• Responsible for local implementation of global IT systems.
• Set, controlled and tracked overall budgets for the four international businesses of more than $45 million annually.
• Member of United States management and global finance management teams.

Global Controller 2005 – 2006
Responsible for all global finance activities for five wholly owned subsidiaries generating $200 million in medical equipment sales. This business was part of the $14 billion GE Healthcare, manufacturer of medical equipment.

• Managed all aspects of global finance and treasury functions.
• Mentored global general managers in financial issues to assist in continued growth of the business.
• Set, controlled and tracked overall budgets for five businesses of more than $200 million annually.
• Global CFO for the business during divesture by GE Healthcare.

CFO and Operations Manager 2001 – 2005
Responsible for finance and operations for $30 million wholly owned subsidiary business in the Americas. This business was part of the $1.5 billion Instrumentarium Corporation, manufacturer of medical equipment.

• Managed materials, operations, IT, quality and administration departments.
• Integration manager for all subsidiary and finance related issues of acquisition by GE Healthcare.
• Reduced annual operating expenses by $1.5 million through consolidation of facilities and workforce.
• Negotiated with suppliers to improve inventory turns from 3.0 to 5.5.
• Developed management reporting used to grow the business by more than 250% by providing monthly sales trends to sales management and developing new sales plans to meet objectives.

Appleton, Wisconsin

Controller 1998 – 2001
Responsible for all finance activities for an $80 million wholly-owned subsidiary of $1.25 billion North American distributor and fabricator of steel products.

• Managed finance, HR, internal audit and administration departments for five facilities in three states.
• Reduced annual operating expenses by $4.6 million through consolidation of facilities, restructuring workforce, improved negotiation of operating leases, and changes and improvements to medical benefits plans.

Milwaukee, Wisconsin

CFO/Controller 1996 – 1997
Responsible for all finance activities for $8 million manufacturer of industrial sorbents and wet wipes.

Menomonee Falls, Wisconsin

Accounting and Materials Manager 1993 – 1996
Responsible for all accounting and materials management for $35 million manufacturer of overhead crane motor controls and electrification systems.

Green Bay, Wisconsin

Senior Internal Auditor 1990 – 1993
Responsible for scheduling, planning, supervising, performing, reporting and follow-up of various audit assignments for $1.1 billion manufacturer of recycled paper products.

Boston, Massachusetts

Auditor 1988 – 1990

Boston College
Chestnut Hill, Massachusetts
1988 Bachelor of Science: School of Management with a concentration in Accounting

Licensed Health and Life Insurance Agent
State of Wisconsin