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Run ♦ Fort Wayne, IN ♦ .. C ♦
Analysis & Planning • Project Management • Capital Management
• Information Management • Negotiations • Debt Restructuring •
• Productivity Enhancement • Management Consulting • Shared Services
IBM Corporation, Armonk,
NY – Present
Managing Consultant, Global
Business Services, Strategy and Transformation
Provide advice and
thought leadership to clients to facilitate business transformation,
specifically in the areas of Finance Operations, Planning, Budgeting
& Forecasting, Business Process Improvement, Organizational Design
and Shared Services.
Finance Transformation roadmap for several global manufacturing companies,
encompassing most finance functional areas e.g. accounts payable, accounts
receivable, business analysis, planning & performance.
Led Shared Services
development strategy and crafted business case for major construction
and manufacturing companies.
Led the design of
a Procure to Pay PP process optimization network for a Leading Global
Manufacturer that leverages a shared services organization and a centralized
global function Procure to Pay to improve compliance, better manage
working capital and formally work to identify improvement opportunities
and to resolve cross functional issues.
Led strategic redesign
of the Invoice to Pay function for a Fortune company to achieve
world class performance, by redefining critical processes and setting
a specific transformation roadmap.
model, site selection methodology, functional and subfunctional scoping
for a Global Financial Shared Services initiative with presence in North
America, EAME and Asia Pacific.
Cooper Standard Automotive,
Novi, MI –
of systems and components for the global automotive industry, including
sealing system products, fluid systems, and vibration control applications,
employees across facilities in countries.
Manager, Financial Shared
Services FSS, Auburn, IN
Directed FSS in
the US, and played a key role in the Mexican and Canadian operation.
FSS manages $ million in yearly disbursements and fixed assets of
Managed a team of
finance professionals through two direct reporting managers.
of Electronic Funds Transfer system replacing % of paper checks in
phase one and enabling incremental discounts claims for $,/year
as well as a working capital impact of approximately $MM.
Increased FSS cost
reduction initiatives from $, to $MM.
Cummins Inc., Columbus,
Controller, Engine Business
Unit Quality and Manufacturing
Designed and implemented
financial structure and cross charge models for Facilities and Measurement
Systems’ consolidated Shared Services groups; the total initiative
saved $MM in two years.
on economics and business matters while maintaining worldwide Engine
Business Unit Capital Management responsibilities $$MM.
and planning processes for the EBQ & Manufacturing Support organization
$MM budget including the Annual Operating Plan, month and yearend
global manufacturing component level annual operating plan allocation
process, involving manufacturing facilities in five countries.
Identified an R&D
tax credit opportunity that generated $MM in savings over three years.
Capital Management, Columbus, IN
Engine Business Unit capital activities including development of the
Capital Plan $MM.
for Capital Appropriations RFA, evaluated investment proposals and
maintained corporate standards.
& Reporting on capital activity and provided management information
for corporate level decision support.
planning, administration, forecasting and reporting processes; automated
Excel processes using Visual Basic and developed various financial
Manager Financial Resources,
San Luis Potosi, Mexico
Developed the financial
model and led the implementation of sensitivity analysis as standard
technique for capital investment analysis.
Addressed a DSO
case of $MM; reengineered the financial structure of one of the OEMs
to enable them to comply with their financial obligations while keeping
their company financially healthy.
San Luis Potosi, Mexico –
Mexinox, San Luis Potosí, S.L.P., Mexico –
manufacturer of stainless steel cold rolled flat products, a $MM subsidiary
of German ThyssenKrupp Stainless TKS, the world's leading manufacturer
of stainless steel flat products.
Coordinator Budgeting and
to study a portfolio of potential capital investments with a value of
$MM; recommended investment of $MM to increase capacity of the
base business and divestiture of $ MM tubing and piping operation.
Managed and led
the overall budget team, including P&L, Balance Sheet, Production
Volume and Inventory and pricing simulation.
Provided input and
developed economic models jointly with the tax and treasury departments.
The Z. Consulting Group,
San Luis Potosi, Mexico –
Union de Credito Regional,
San Luis Potosi, Mexico –
SubManager, Project Analysis
Kelley School of Business, Indiana University, Bloomington, IN Expected
Strategy, Kelley School of Business, Indiana University, Bloomington,
Ph.D., Business Administration,
Newport University, Newport Beach, CA
M.A., Mathematics, University
of North Carolina, Wilmington, NC
B.S., Physics, Universidad
Autonoma de San Luis Potosi, Mexico
AFFILIATIONS & CERTIFICATIONS
CMA/CFM Completed Part I, Six
Sigma Belt, Wharton School of Business Advanced Financial Management:
Partnering with the CFO, IBM Learning and Knowledge, Shared Services
Centre, Business Strategy and Change, Business Process Improvement,
Intelligent Cost Reduction.