Ajhresume

A
Alan HoelkerSenior Accountant at Baker Tilly Search & Staffing à Baker Tilly Search & Staffing

Resume

Alan J. Hoelker – CPA
alhoelker@gmail.com
Summary
Solid expertise in finance and operations acquired through 30+ years’ experience in manufacturing. This experience, in
combination with formal education in both industrial technology and accounting, creates a unique skill set that equips me
to provide vision, leadership, systems development and project execution to the administrative and operational side of
the business.
Work Experience
Consultant
05/02/16-05/31/16 Accounting Principals (300MM Distributor) New Berlin, WI
Assisted in the transition of new personnel. Duties included account reconciliations, journal entries, Commission
Calculations, Copper Surcharge, payroll JE for the North American OEM division. (SAP GL, Excel and DocView)
Consultant
12/15-02/16 Kforce Consulting (LSS of Wisconsin) Milwaukee, WI
Assisted in the transition of new personnel during year end. Duties included account reconciliations, journal entries,
consolidation and Fixed asset accounting. (Sage 500 Fixed assets, Epicor GL, Excel and Doc-Link software)
Controller/CFO
03/13 – 12/15 Badger Packaging Corp. $9mm (Sheet corrugated converter) West Bend, WI
Responsible for operational and financial reporting, cash management, tax, audit, 401k/Profit sharing administration,
human resources, employee benefits and general accounting. Strategic planning of marketing, operational and
administrative systems. Purchased risk insurance and all additional governmental reporting.
Maintained and negotiated banking agreements
Presentations of corporate vision, sales/marketing analysis, and the related financial impact to the Board of Directors
Developed formalized business plans
Led plant retrofit program including ramp up of equipment and workflows to meet competitive pressure
Led turnaround of company due to the loss of two major accounts due to plant closings and relocation
Implemented direct cost model to manage operations and pricing.
Converted company to Asset Based financing for operating Cash and Equipment refinance.
Consultant Mac Metal $18mm Metal Fabricator 3 month project 2013 Germantown, WI
ERP software selection consultant-Evaluated existing systems, areas of improvement to develop a software
requirements document. Coordinated Demos, cabling and hardware installation. Selected vendor for a new phone
system.
Controller/CFO
11/10-05/12 Color Ink, Inc. (Commercial/digital/packaging printer) $29mmSussex, WI
Developed formalized business plans, maintained and negotiated banking agreements including presentations of corporate
vision, sales/marketing analysis, and the related financial impact. Responsible for operational and financial reporting, cash
management, tax, audit, 401k/Profit sharing administration, and general accounting functions. Managed general accounting,
human resources, credit, and banking relationships.
Within 15 days of hire, discovered computer error causing a $600,000 overstatement of WIP. Worked with programmers to
remedy the software problem.
Developed detailed business plans, budgets and forecasts and cost-cutting recommendations based upon changing business
conditions resulting in an increase in earnings of $700,000 in one year.
Worked with Sales, Customer Service, and Production managers to implement formalized order entry, scheduling, inventory
control, and job tracking procedures.
Initiated quality systems plan that had not been utilized for over 8 years.
Negotiated banking arrangements for equipment refinancing and an operating line of credit with a .5% reduction in interest rates.
Negotiated new health and benefits program saving with no cost increases
Introduced new 401k provider to address fiduciary shortfalls that existed in current plan structure.
Restructured billing from sales driven function to a cost accounting function.
VP Controller
08/2001-10/2010 Imperial (POP/POS Printer) $10mm Milwaukee, WI
Developed a formalized short and long term strategic plans, maintained and negotiated banking agreements including
presentations of corporate vision, sales/marketing analysis, and the related financial impact. Responsible for operational and
financial reporting, systems development, credit, audit, tax, human resources, MIS, and general accounting functions.
ISO-9001 team leader. Identified the need to formalize the company’s quality programs. Introduced the ideas leading to the
kickoff of a formal ISO certification process, including a Wisconsin Department of Commerce Grant application to reimburse
consulting costs.
Immediately developed and implemented downsizing of departments introduced cost controls in the aftermath of the September
11, 2001, business downturn. Used financial analysis and modeling to introduce operational targets and real-time
measurements for revenues, direct labor, and fixed expenses. ( KPI’s) Reduced breakeven revenue requirements by 20% per
year.
Develop corporate strategies and directions as a key member of the management team.
Involved in negotiating vendor and customer relationships. Developed pricing strategies for target markets. Developed detailed
business plans, budgets, and forecasts and negotiated a restructure of the company’s balance sheet through the sale-leaseback
of key assets and restructuring of existing term debt. Resulting in minimizing owner’s personal guarantees and improving
liquidity.
Evaluated procedures for both operational and administrative functions. Introduced changes to streamline processes and
improve reporting accuracy.
Controller/CFO
05/2000-07/2001 Mandel Co. (Prepress/Commercial Printer)$12mm Milwaukee, WI
Managed operational and financial reporting, cash management, tax, audit, 401k/Profit sharing administration, and general
accounting functions.
Developed formalized business plans, maintained and negotiated banking agreements including presentations of corporate
vision, sales/marketing analysis, and the related financial impact
Within 30 days of hire, developed and implemented formalized budgeting, planning, and reporting procedures that led to a
$350,000 annual reduction in operating costs.
Developed detailed business plans, budgets, and forecasts and cost-cutting recommendations based upon changing
business conditions.
Worked with Sales, Customer Service, and Production managers to implement formalized order entry, scheduling, and job
tracking procedures.
Negotiated banking arrangements for equipment refinancing and an operating line of credit including the sale -leaseback of
real estate. This led to a $1.3 million dollar increase in working capital for the organization.
Controller
1997 – 2000 SEMCO, Inc. (Paper converter $15mm) Milwaukee, WI
Managed all financial reporting, budgeting, cash management, MIS activities, credit and collections, tax and audit work.
Developed and implemented formalized planning and budgeting and accounting procedures. As a member of the
three-person executive team, I was involved in the development of a corporate vision and implementation of strategic
plans.
Conducted analysis of all new capital projects. Involved in a new building project including plant layout and workflow
planning. Recommended deferral of a $500,000 building and office expansion until a professional engineering group could be
brought in to assess the current building, layout, and workflows.
Determined information systems requirements based on current & optimized work processes. Lead a software selection
team in the evaluation of manufacturing software packages that met business and future technology requirements to
(streamlined administrative functions and shop floor scheduling). Led project to implement new software and coordinated
employee training.
Controller/General Manager
1993 - 1997 Post Printing (Commercial Printer $9mm) West Bend, WI
Responsible for all operational and financial, banking and IS activities within the organization. Developed short and long-term
company strategies including capital, financial, and personnel requirements. Introduced performance measures and adopted a
strategy that capitalized on innovative technology to increase quality and productivity while lowering costs. Developed a strategy
to migrate to digital workflows in electronic prepress. The result was increased productivity in all departments.
Involved with the out-of-state owner in the development of an offering letter and met with prospective buyers. Efforts resulted
in the successful sale of the company to Wallace Computer Services, Inc.
Responsible for and led a project to select and implement new software and hardware to meet needs of all facets of the
business. Provided team leadership throughout the selection and implementation of new hardware and software. Became
involved with systems administration as necessary.
Assistant Controller
1981 - 1993 Arandell Corporation (Web catalog printer $85mm) Menomonee Falls, WI
Responsible for budgeting, forecasting, financial reporting, taxation, all general accounting activities, including coordination of all
month and year end activities, including consolidated financials. Established procedures for divisional and subsidiary financial
reporting. Assisted in the design and implementation of new systems and software to provide a detailed production backlog with
contribution analysis. Assisted in the implementation of direct costing procedures to provide more accurate decisions in pricing,
and contribution analysis. Developed performance improvement measures for waste, production efficiency and productivity.
EDUCATION
BS Industrial Technology Graphic Arts Management
University of Wisconsin - Stout
Minor Business Administration
Graduated Summa Cum Laude - GPA 3.80
CPA Equivalents
University of Wisconsin - Milwaukee
Courses to qualify for CPA Exam 36+ Cr. GPA 3.95
CPA Certificate Awarded October 1987
Continuing professional education: Software, Activity Based Costing, Direct Costing, Professional Management

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Ajhresume

  • 1. Alan J. Hoelker – CPA alhoelker@gmail.com Summary Solid expertise in finance and operations acquired through 30+ years’ experience in manufacturing. This experience, in combination with formal education in both industrial technology and accounting, creates a unique skill set that equips me to provide vision, leadership, systems development and project execution to the administrative and operational side of the business. Work Experience Consultant 05/02/16-05/31/16 Accounting Principals (300MM Distributor) New Berlin, WI Assisted in the transition of new personnel. Duties included account reconciliations, journal entries, Commission Calculations, Copper Surcharge, payroll JE for the North American OEM division. (SAP GL, Excel and DocView) Consultant 12/15-02/16 Kforce Consulting (LSS of Wisconsin) Milwaukee, WI Assisted in the transition of new personnel during year end. Duties included account reconciliations, journal entries, consolidation and Fixed asset accounting. (Sage 500 Fixed assets, Epicor GL, Excel and Doc-Link software) Controller/CFO 03/13 – 12/15 Badger Packaging Corp. $9mm (Sheet corrugated converter) West Bend, WI Responsible for operational and financial reporting, cash management, tax, audit, 401k/Profit sharing administration, human resources, employee benefits and general accounting. Strategic planning of marketing, operational and administrative systems. Purchased risk insurance and all additional governmental reporting. Maintained and negotiated banking agreements Presentations of corporate vision, sales/marketing analysis, and the related financial impact to the Board of Directors Developed formalized business plans Led plant retrofit program including ramp up of equipment and workflows to meet competitive pressure Led turnaround of company due to the loss of two major accounts due to plant closings and relocation Implemented direct cost model to manage operations and pricing. Converted company to Asset Based financing for operating Cash and Equipment refinance. Consultant Mac Metal $18mm Metal Fabricator 3 month project 2013 Germantown, WI ERP software selection consultant-Evaluated existing systems, areas of improvement to develop a software requirements document. Coordinated Demos, cabling and hardware installation. Selected vendor for a new phone system. Controller/CFO 11/10-05/12 Color Ink, Inc. (Commercial/digital/packaging printer) $29mmSussex, WI Developed formalized business plans, maintained and negotiated banking agreements including presentations of corporate vision, sales/marketing analysis, and the related financial impact. Responsible for operational and financial reporting, cash management, tax, audit, 401k/Profit sharing administration, and general accounting functions. Managed general accounting, human resources, credit, and banking relationships. Within 15 days of hire, discovered computer error causing a $600,000 overstatement of WIP. Worked with programmers to remedy the software problem. Developed detailed business plans, budgets and forecasts and cost-cutting recommendations based upon changing business conditions resulting in an increase in earnings of $700,000 in one year. Worked with Sales, Customer Service, and Production managers to implement formalized order entry, scheduling, inventory control, and job tracking procedures. Initiated quality systems plan that had not been utilized for over 8 years. Negotiated banking arrangements for equipment refinancing and an operating line of credit with a .5% reduction in interest rates. Negotiated new health and benefits program saving with no cost increases Introduced new 401k provider to address fiduciary shortfalls that existed in current plan structure. Restructured billing from sales driven function to a cost accounting function. VP Controller 08/2001-10/2010 Imperial (POP/POS Printer) $10mm Milwaukee, WI Developed a formalized short and long term strategic plans, maintained and negotiated banking agreements including presentations of corporate vision, sales/marketing analysis, and the related financial impact. Responsible for operational and financial reporting, systems development, credit, audit, tax, human resources, MIS, and general accounting functions. ISO-9001 team leader. Identified the need to formalize the company’s quality programs. Introduced the ideas leading to the kickoff of a formal ISO certification process, including a Wisconsin Department of Commerce Grant application to reimburse consulting costs. Immediately developed and implemented downsizing of departments introduced cost controls in the aftermath of the September 11, 2001, business downturn. Used financial analysis and modeling to introduce operational targets and real-time measurements for revenues, direct labor, and fixed expenses. ( KPI’s) Reduced breakeven revenue requirements by 20% per year.
  • 2. Develop corporate strategies and directions as a key member of the management team. Involved in negotiating vendor and customer relationships. Developed pricing strategies for target markets. Developed detailed business plans, budgets, and forecasts and negotiated a restructure of the company’s balance sheet through the sale-leaseback of key assets and restructuring of existing term debt. Resulting in minimizing owner’s personal guarantees and improving liquidity. Evaluated procedures for both operational and administrative functions. Introduced changes to streamline processes and improve reporting accuracy. Controller/CFO 05/2000-07/2001 Mandel Co. (Prepress/Commercial Printer)$12mm Milwaukee, WI Managed operational and financial reporting, cash management, tax, audit, 401k/Profit sharing administration, and general accounting functions. Developed formalized business plans, maintained and negotiated banking agreements including presentations of corporate vision, sales/marketing analysis, and the related financial impact Within 30 days of hire, developed and implemented formalized budgeting, planning, and reporting procedures that led to a $350,000 annual reduction in operating costs. Developed detailed business plans, budgets, and forecasts and cost-cutting recommendations based upon changing business conditions. Worked with Sales, Customer Service, and Production managers to implement formalized order entry, scheduling, and job tracking procedures. Negotiated banking arrangements for equipment refinancing and an operating line of credit including the sale -leaseback of real estate. This led to a $1.3 million dollar increase in working capital for the organization. Controller 1997 – 2000 SEMCO, Inc. (Paper converter $15mm) Milwaukee, WI Managed all financial reporting, budgeting, cash management, MIS activities, credit and collections, tax and audit work. Developed and implemented formalized planning and budgeting and accounting procedures. As a member of the three-person executive team, I was involved in the development of a corporate vision and implementation of strategic plans. Conducted analysis of all new capital projects. Involved in a new building project including plant layout and workflow planning. Recommended deferral of a $500,000 building and office expansion until a professional engineering group could be brought in to assess the current building, layout, and workflows. Determined information systems requirements based on current & optimized work processes. Lead a software selection team in the evaluation of manufacturing software packages that met business and future technology requirements to (streamlined administrative functions and shop floor scheduling). Led project to implement new software and coordinated employee training. Controller/General Manager 1993 - 1997 Post Printing (Commercial Printer $9mm) West Bend, WI Responsible for all operational and financial, banking and IS activities within the organization. Developed short and long-term company strategies including capital, financial, and personnel requirements. Introduced performance measures and adopted a strategy that capitalized on innovative technology to increase quality and productivity while lowering costs. Developed a strategy to migrate to digital workflows in electronic prepress. The result was increased productivity in all departments. Involved with the out-of-state owner in the development of an offering letter and met with prospective buyers. Efforts resulted in the successful sale of the company to Wallace Computer Services, Inc. Responsible for and led a project to select and implement new software and hardware to meet needs of all facets of the business. Provided team leadership throughout the selection and implementation of new hardware and software. Became involved with systems administration as necessary. Assistant Controller 1981 - 1993 Arandell Corporation (Web catalog printer $85mm) Menomonee Falls, WI Responsible for budgeting, forecasting, financial reporting, taxation, all general accounting activities, including coordination of all month and year end activities, including consolidated financials. Established procedures for divisional and subsidiary financial reporting. Assisted in the design and implementation of new systems and software to provide a detailed production backlog with contribution analysis. Assisted in the implementation of direct costing procedures to provide more accurate decisions in pricing, and contribution analysis. Developed performance improvement measures for waste, production efficiency and productivity. EDUCATION BS Industrial Technology Graphic Arts Management University of Wisconsin - Stout Minor Business Administration Graduated Summa Cum Laude - GPA 3.80 CPA Equivalents University of Wisconsin - Milwaukee Courses to qualify for CPA Exam 36+ Cr. GPA 3.95 CPA Certificate Awarded October 1987 Continuing professional education: Software, Activity Based Costing, Direct Costing, Professional Management