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Candidate's Name , CPA
5 Balsam Court
PHONE NUMBER AVAILABLE
Appleton, Wisconsin, Street Address
EMAIL AVAILABLE
CAREER A business professional with 28 years' experience in both the
for profit and nonprofit business arenas specializing in
SUMMARY strategic planning and execution, internal and external
relationship building, system implementation, and financial
reporting. Demonstrated accomplishments in improving processes,
financial analysis and planning, budgeting and cost reductions,
benefit administration and performance improvement. Strong
personnel management, employee training, supervisory and
communication skills.
EXPERIENCE
Mercy Works Foundation, Inc., Appleton, Wisconsin
A non-profit family foundation providing anonymous funding for
the basic needs of humanity including food, clothing, shelter,
and medical.
President (11/13 - 12/14); Executive Director (11/04-10/13)
Reporting to the Board Chair and Board Directors. The
activities of this position include the following functions:
Governance, Strategic Planning, Relationships/Networking, Grant-
Making and Evaluation, Board Relations/Communications, Next
Generation Philanthropy and Administration.
o Established the Mercy Works Foundation office and business
administrative procedures.
o Facilitated Strategic Planning process to clarify Program
initiatives.
o Executed on Program Initiatives - funded approximately $37M
over a ten-year period through Pooled and Family Advised
Funds.
o Created and responsible for annual budget ranging from $3.5-
$4.0M.
o Networked throughout the United States with both grantees and
other grant makers.
o Participated in Philanthropic Training and Conferences: Donors
Forum of Wisconsin, Association of Small Foundations,
Philanthropy Roundtable, Council on Foundations, National
Center for Family Philanthropy and Board Source
Starboard Media Foundation, Inc. dba Relevant Radio, Green Bay,
Wisconsin
A non-profit regional Radio Network covering the Midwest
providing relevant information to its listeners.
Director of HR and Administration; Assistant Secretary to the
Board of Directors (2/02 - 9/04)
Reporting to the CFO. The activities of this position are
grouped into two major functions: Human Resources and
Administration/Legal. Sets company policy with respect to the
activities under jurisdiction. Directed staff of 13 located in
two offices with $3,000,000 budget; overall Company budget
$50,000,000.
o Established the Human Resource function meeting goal of hiring
75+ staff to achieve mission.
o Implemented IT platform (hardware and software) to meet goal
of Company Expansion Plan .
o Created and Executed Accounting and Finance strategies to meet
strategic goal of Unqualified Auditors opinion and to grow
donor base to $13M.
o Created acquisition template to meet goal of acquiring
additional stations.
Alta Resources, Neenah, Wisconsin
An Inc. 500 fastest-growing privately held company with two
locations and 450 employees providing inbound and outbound
dedicated call center services.
Accounting and Administration Manager (11/00 - 08/01)
Reporting to the Chief Financial Officer. Responsible for
accurate monthly reporting of financial statements, $7 million
in annual payroll, and key contact with Administrative Service
and Financial partners. Directs staff of two professionals and
two clerical positions located in two offices with $300,000
budget.
o Facilitated new Projeca time accounting system within defined
parameters.
o Created Accounting Department Manual detailing procedural
operations and responsibilities.
o Assisted in updating new employee handbook and establishing
human resource procedures.
Schneider National Corporation, Green Bay, Wisconsin
North America's leading provider of premium truckload and
intermodal transportation solution.
Van Profitability Controller (02/00 - 10/00)
Reporting to the Director of Financial Reporting. Responsible
for monthly reporting and analysis of Customer/Segment
Profitability as well as providing support to the divisions.
Acted as Financial Liaison to Sales Leadership Team. Directs
staff of one manager and four professionals and $600,000
operating budget.
o Selected as financial team-member, which created two business
plans - new approach to existing business and one new business
plan.
o Selected as member of Finance Professional Development Team.
o Co-created "Race To Success" competition to decrease DSO,
which provided accountability and enhanced presentation skills
of associates.
o Introduced FISH to Finance and Sales Associates.
o Initiated "brown bag" for 70 associates in the Revenue
Accounting area to build teamwork, enhance customer service
and increase profitability.
Candidate's Name , CPA
Page Two
Wausau Insurance Corporation, Wausau, Wisconsin
A national, multi-line property/casualty business insurer
offering a wide range of loss management services, which is a
member of the Liberty Mutual Group, listed 111 on the Fortune
500.
Senior Accountant/Analyst (06/98 - 02/00)
Reporting to the Director of Cost and Budget. Responsible for
yearly expense budget process and month-end expense budget
reporting analysis.
o Promoted to Senior Accountant/Analyst from Accountant/Analyst
August 1999
o Successfully coordinated multi-million-dollar expense budget
process while meeting three-month deadline.
o Selected as member of Corporate Finance Team, which provided
support to Strategic Business Units.
o Acted as expense budget liaison between home office in Boston
and Midwest campus during restructuring.
o Acted as project lead for implementing new budgeting system,
Hyperion Pillar.
o Developed training materials and coordinated training for new
systems.
o Created and conducted corporate-wide training of 150
management level associates in new systems.
o Selected as finance lead for implementing new system
for budget variance reporting.
Wausau Hospital, Wausau, Wisconsin
A Wisconsin Valley Health Network alliance partner whose goal it
is to enhance healthcare through increased access, improved
quality and cost-effective delivery of services.
Accountant (10/97 - 05/98)
Reporting to the Director of Finance. Responsible for
preparation of monthly financial statements, yearly operating
budgets, and audits of four companies, including cash
accounts and fixed assets. Supervises staff of one.
Assisted in installation of new accounting system and
supervised installation of Lawson payroll system.
Upper Iowa University, Wausau, Wisconsin
Adjunct Instructor (01/95 - 10/97)
Responsibilities included writing course syllabus, class
planning, developing exams, evaluating students and teaching the
following: Accounting, Audit, Accounting 3, Advanced
Accounting, and the Audit portion of CPA Review. Team Member in
establishing CPA review for Upper Iowa University.
Northcentral Technical College, Wausau, Wisconsin
Adjunct Instructor - Accounting (01/94 - 05/97)
Technical Assistant to Accounting E-Unit (01/97 - 05/97)
Responsibilities included writing course syllabus, class
planning, developing exams, evaluating students and teaching the
following: Accounting 1, Accounting 3, Accounting 4, Audit,
Payroll, Cost Accounting, and Cost Analysis. Also responsible
for creating handbook and developing training for adjunct
accounting instructors
o Received an ITV 500 Award.
o Incorporated Quickbooks software into existing Accounting
curriculum.
o Reviewed alternatives to self-paced long-distance learning.
o Prepared a five/six year schedule for students entering
evening school.
Roger Stevens Corporation, Milwaukee, Wisconsin
A men's fashion retailer.
Office Manager (0 8/90 - 08/92)
Reporting to the President and CEO. Responsible for automating
Accounting area. Implemented daily procedures, which enhanced
control of inventory.
Arthur Andersen & Company, Milwaukee, Wisconsin
Big 8 international accounting and auditing firm providing
auditing, tax and consulting services.
Audit Semi - Senior, Enterprise Division (08/87 - 07/90)
EDUCATION
Saint Norbert College, De Pere, Wisconsin (08/83 - 05/87)
BBA, major in Accounting, 3.9 GPA in Major
Cum Laude Graduate
AFFILIATION Delta Epsilon Sigma; Board Source, National Center for Family
Philanthropy, Donors Forum of WI and Exponent Philanthropy;
(2006 - November 2014)
BOARD Midway Outreach Community Condominium Association (Board member
2006 - 11/ 2014; Treasurer 2007 - 2012) SERVICE Faith Child Care Board
member/Treasurer (June 2009 - June 2011)
Donors Forum of WI (Board member May 2009 - April 2011) ;
currently Wisconsin Philanthropy Network
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