Morton TERA
Hayward
Summary
Analytical, organized and detail oriented Controller with expertise and experience in the full spectrum of SOX compliant accounting and operational finance and analysis. Collaborative and hands on team player with ownership mentality and record of delivering the highest quality strategic solutions to resolve challenges and propel business growth.
Overview
22
22
years of professional experience
Work History
Regional Controller
Oldcastle Building Envelope
01.2021 - 05.2024
- Managed P&L preparation and financial analysis for 20 locations (500M Revenue) across the Western and Southern United States for the largest glass & metal fabricator in the United States
- Contributed to increasing EBITDA by 150% during tenure
- Prepared and approved analysis for capital projects, reviewed SOX compliance, prepared financial statements, developed and implemented policies and procedures, and developed ad hoc reporting for pricing analysis, cost reduction, inventory management (analysis & obsolescence), labor cost management and location closure analysis.
Regional Finance Manager
Oldcastle Building Envelope
12.2015 - 12.2020
- Responsible for P&L preparation and financial analysis for two locations (70M Revenue) in California; Fremont & Los Angeles
- Strategic business leader to the location General Managers.
Finance Manager
Oldcastle Building Envelope
09.2006 - 11.2015
- Responsible for P&L preparation and financial analysis for the Fremont, CA location
- Strategic business leader, inventory management, human resources management, SOX compliance, cost management & reduction
- Contributed to 200% revenue growth during tenure.
Controller
LbL Windows
12.2001 - 08.2006
- Provided P&L preparation and financial analysis for privately owned, growing, window manufacturing company
- Strategic business leader, tax compliance, inventory management, cost management & reduction, and HR management.
Education
Bachelor of Science - Business Administration, Accounting
Montana State University – Billings
CPA (currently in inactive status -
Skills
- Forecasting & Budgeting
- Capital Planning & Management
- Manufacturing/Operational Finance
- Inventory Management
- Financial Analysis
- AS400/Infinium
- QuickBooks
- Microsoft Suite
Timeline
Regional Controller
Oldcastle Building Envelope
01.2021 - 05.2024
Regional Finance Manager
Oldcastle Building Envelope
12.2015 - 12.2020
Finance Manager
Oldcastle Building Envelope
09.2006 - 11.2015
Controller
LbL Windows
12.2001 - 08.2006
Bachelor of Science - Business Administration, Accounting
Montana State University – Billings
CPA (currently in inactive status -
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