Chief Financial Officer

Accounting & Finance

•   Executive Financial Manager/Strategic Planner with over 25 years of experience in national and
international companies in construction, field services, engineering, consulting and manufacturing
sectors.
•   An insightful, resourceful and solutions-oriented leader with a good "business sense" and highly
developed analytical skills used to establish and enforce financial policies, procedures and controls.
•   Strong performance management and problem identification, resulting in effective resolutions,
reporting, change management and process improvement.
•   Consistent record of financial and management input resulting in strategic planning, process
improvements, cost reductions and increased profitability.
•   Effective communicator able to interact with individuals at all levels of an organization.

Kelly Roofing is a private equity-based organization with over 50 years of business in the roofing industry
providing reroofs and repairs for tile, shingle, metal and Tesla style roofs. A leader in the industry, Kelly
takes pride in the service, communication, systems and operations offered to their customers.

Principal duties and accomplishments:

•	Member of Management Team directly involved in the operations, strategy and process
improvement of Kelly and Reliant Roofing.
•	Work alongside the PE group to develop and create monthly reporting package, weekly metrics
and weekly cash flow used to manage the operations.
•	Develop and Mentor finance team working for Kelly and Reliant.
•	Review monthly close and supporting schedules to validate financial performance.
•	Implemented monthly physical inventory count to support month end.
•	Manage and oversee relationship with external auditors and tax personnel to insure adherence to GAAP and corresponding tax guidelines.

ISS is a private equity-based organization offering full-service expertise and solutions-oriented technicians,
engineers, construction services and inspectors across all industries including tire and rubber, cement and aggregates, pulp and paper, food and beverage and chemicals.

Principal duties and accomplishments:

•	Integral member of Management Team working directly with President of the Process
Equipment Services group and General Managers of each operating company within the group.
•	Oversee successful transition of five operating companies onto Sage software on time and within budget.
•	Ensure accuracy of internal and external financial reporting and project-based revenue
according to ASC 606 guidelines for five companies within the Process Equipment Services
group with a revenue total of $150M.
•	Detailed analytical reviews of backlog, sales, gross margin, operating costs, profit margins and cash for five operating companies.
•	Financial Forecast Analysis on a monthly, quarterly and annual basis for each operating
company within the Process Equipment group.
•	Monitor weekly cash flow, KPIs and performance dashboards for the five operating companies
within the Process Equipment group.
•	Directly Supervise and Lead a team of 3 Controllers and 17 support staff employees within the finance group located across the United States.
•	Coordinate annual audit and tax compliance.
•	Work with Internal Auditor to Implement and Maintain effective internal controls and ensure
compliance with GAAP and applicable federal, state and local regulatory law for finance and tax
report.

Vice President of Finance

IPAP is the largest refrigerated redistributor of food products in the United States with one billion in sales
revenue. The unique redistribution program focuses on creating supply chain efficiencies resulting in increased value for our customers and suppliers.

Principal duties and accomplishments include:

•	Member of Management Team and Officer of the company directly involved in developing
policies, procedures, controls, reporting systems and efficient processes to maintain staffing
levels including vetting and integrating 25 new suppliers in 3 months to facilitate 50% growth in business.
•	Promote and facilitate extensive use of EDI with suppliers and customers for confirmations,
purchase orders, inventory, invoicing and payment remittance creating process efficiencies
supporting philosophy of relying on technology and exception-based reporting and processing.
•	Annual Budget process entails working with CEO and venture partners to develop and manage
overall performance of company and ensure budget is in line with organization's strategic and financial goals.
•	Developed new Financial System Processes and Statement formats working closely with IT
staff to reduce month end close process and implemented perpetual inventory tracking while
simplifying and standardizing the reporting process.
•	Manage Finance Team of 6 staff members including financial reporting, accounts payable,
accounts receivable, payroll, cash management, credit management, risk management, claims,
fixed assets and annual audits.
•	Develop New Claims Management System and processes to allow efficient tracking and handling of product claims and customer credits received daily.
•	Advise Finance and Operations Committee members on key financial and warehouse issues
making recommendations on strategies and solutions.

Director of Finance

Pöyry is a European international worldwide consulting and engineering company with global clients in the energy and industrial sectors, with 6,500 experts and Net Sales of EUR 775 M - NASDAQ OMX Helsinki.

Pöyry(Appleton) LLC includes two reporting units in Appleton and New York employing up to 120
Engineering professionals and Consultants performing work which includes projects throughout the U.S.A.
Clients include the major paper and pulp mills along with clients in the energy and chemical business
sectors.
Controller principal duties and accomplishments include:

•	Member of Management Team and Officer of the company responsible for implementing strategies
and policy changes for offices in Wisconsin, Georgia, New York and Montreal.
•   Human Resource Management - Responsible for multi-state payroll processing including annual
and quarterly tax reporting. Responsible for administering personnel policies including hiring,
benefits and ongoing evaluations of hourly and salaried personnel.
•   Supervision of GL/AP/AR processes, internal controls and Hyperion consolidate monthly financial
reporting.
•   Project Financial Management - Work with engineers and project managers monthly to review
labor, overhead costs and project budgets. Implemented monthly timetable to meet prompt and regular internal risk assessments and external reporting.
•   Treasury function - Significantly increased cash balance through effective management of Cash
Flow Projections, external pricing strategies and firm understanding of fixed and variable costs.
•   Annual tax reporting and Audit Liaison - Corporate and Inter-Company. Tight audit deadlines met.
•   Annual Budgeting and Quarterly Estimates for each of the Appleton and New York operations
(Excel and Hyperion).
•   System conversion to CODA / PARM/ TEM / IP - Integrated accounting & project reporting
systems successfully and met reporting deadlines.
•   Advise the Presidents and Management Committee on risk exposure related to contracts.
•   Financial Control of Major Projects ($10M+) oversight committees and related Inter-Company
contracts and reporting.
•   Acquisition and Integration of Pöyry NLK located in Vancouver, B.C. Eased transition on site by
acclimating new staff with Pöyry operating guidelines and procedures.

North American Controller

Financial Control and Systems Implementation for Engineering Consulting firm.

Specific achievements include:

•   Implemented new production and accounting software called Vision by DelTek.
•   Improved morale, team performance and overall productivity by involving team members in decision making and by establishing formal operating procedures and goals
•   Established internal controls processes. Monitored and maintained integrity of accounting
processes.
•   Oversaw preparation of payroll, period financials and closing processes.
•   Assessed, monitored and created quarterly and annual plans for all operating units and subsidiaries
within organization.

Controller

Member of Management Team and Officer of the company responsible for implementing strategies
and policy changes for offices in Wisconsin.
•   Human Resource Management - Responsible for multi-state payroll processing including annual
and quarterly tax reporting. Responsible for administering personnel policies including hiring,
benefits and ongoing evaluations of hourly and salaried personnel.
•   Supervision of GL/AP/AR processes, internal controls and Hyperion consolidation of monthly
financial reporting.
•   Project Financial Management - Work with engineers and project managers monthly to review
labor, overhead costs and project budgets. Implemented monthly timetable to meet prompt and regular internal risk assessments and external reporting.
•   Treasury function - Significantly increased cash balance through effective management of Cash
Flow Projections, external pricing strategies and firm understanding of fixed and variable costs.
•   Annual tax reporting and Audit Liaison - Corporate and Inter-Company. Tight audit deadlines met.
•   Annual Budgeting and Quarterly Estimates using Excel and Hyperion.
•   System conversion to CODA / PARM/ TEM / IP - Integrated accounting & project reporting
systems successfully and met reporting deadlines.
•   Advise the Presidents and Management Committee on risk exposure related to contracts.
•	Financial Control of Major Projects ($10M+) oversight committees and related Inter-Company
contracts and reporting.
•	Acquisition and Integration of Pöyry NLK located in Vancouver, B.C. Eased transition on site by
acclimating new staff with Pöyry operating guidelines and procedures.

Find out detailed information about Kim Tagliapietra, Chief Financial Officer in , FL

Kim Tagliapietra: Chief Financial Officer in , FL

Kim Tagliapietra

UNIVERSITY OF WISCONSIN OSHKOSH