Professional Background

CFO Solutions of Wisconsin

Germantown, Wisconsin

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

Waterstone HR, LLC

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%.

The Benefit Companies, Inc.

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.

PaloDEx Group (Previously part of GE Healthcare)

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.

I. Bahcall Steel & Pipe, Inc.

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.

Matarah Industries, Inc.

Milwaukee, Wisconsin

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

Electromotive Systems, Inc.

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.

Fort Howard Corporation

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.

Deloitte & Touche

Boston, Massachusetts

Auditor 1988 – 1990

Education

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

Other

Licensed Health and Life Insurance Agent
State of Wisconsin