
tj klier
chief financial officer
About
Experienced finance executive with MBA, graduate of the GE Financial Management Program, and over 18 years in strategy development and implementation, private equity due diligence, FP&A, acquisition, integration and controllerships with both private and Fortune 500 companies.
united states
rochester
packaging and containers
forecasting, finance, financial analysis, financial reporting, management, process improvement, accounting, cross functional team leadership, variance analysis, sarbanes oxley act, cost accounting, hyperion enterprise, strategic planning, internal controls, budgets, business process improvement, mergers and acquisitions, financial modeling, financial accounting, financial planning, change management, manufacturing, restructuring, budget process, international business, financial risk, problem solving, presentation skills, transfer pricing, erp implementations, price forecasting, reserve analysis, complex systems, corporate fp&a, supervisory management, state tax
Experience

director of finance - consumer packaging segment
westrock company
* Oversaw annual budget process for $7 billion Consumer Packaging segment, inclusive of capital projects, initiatives, board strategies and profit improvement efforts. * Lead team preparation for monthly and quarterly actual results, quarterly business performance review analytics, presentations, and processes to drive performance tracking, management, ownership and improvement. * Prepared all Segment Board of Directors presentation materials. * Developed segment growth strategies and tactical plans for improved profitability; Management team member responsible for implementing said strategies including M&A, footprint, end market and synergies. * Established integrated EBITDA model among mills and converting businesses to enhance margin improvement.

chief financial officer
studco building systems

member
rochester angel network
The Rochester Angel Network is a private group of accredited investors in the Greater Rochester, NY Region with an interest in investing in seed and early stage startup companies. The network provides an accessible and efficient forum by which entrepreneurs can find potential investors, and investors can find deals of interest.

director of finance - mills operations
westrock company
* Successfully organized, analyzed and presented the $9 billion operating budget for 31 mills to CEO and CFO. * Developed a 15-month rolling driver-based forecast process across all Corrugated and Consumer Packaging mills. * Lead financial, reporting and payroll system for mill division. * Global mill financial integration lead for RockTenn and Mead Westvaco merger. * Developed financial pro forma model and served as global mill finance integration lead for SP Fiber Technologies and Tacoma Washington mill. * Developed and implemented a productivity and synergy tracker for CEO and CFO. * Established monthly and quarterly Board of Director and Earnings bridges.

controller of trading
westrock company
* Managed $900 million P&L and 27-member accounting team: AR, AP, closing, reporting, forecasting, budgeting as well as internal and external audit point of contact. * Business partner with operations, established ownership and accountability for daily, weekly, monthly and quarterly forecasts and business plans. * Developed processes and engaged business leadership directly to ensure operational variances were understood and communicated. * Communicated forecast variances in business terms and drivers, not merely accounting statement line items, and facilitated profit improvement efforts. * Evaluated secondary fiber supply and demand based on profitable regions. * Developed and implemented daily P&L to assist operations teams understanding of performance.

controller of recycling plants
westrock company
* Managed $300 million P&L and 12-member accounting team: closing, reporting, forecasting and budgeting as well as internal and external audit point of contact. * Facilitated long-range capital plans to improve business performance and increase profitability. * Prepared business level capital budgets with supporting project level detail and quarter variance reporting. * Prepared divisional materials supporting restructuring process and exit strategies.

director of fp and a recycling
westrock company
* One of seven-member team focused on integrating RockTenn and Smurfit Stone recycling division. * Conducted analysis on macroeconomic drivers to identify and understand financial implications to future fiber pricing. * Facilitated fiber price forecasting, comparison, and business performance explanation. * Developed and implemented a transfer pricing model between Recycling division and 24 internal mills.

corporate fp and a manager
westrock company
* Coordinated RockTenn-wide presentation materials for Board of Directors meetings including financial bridges, capital projects and earnings guidance. * Oversaw annual budget process, reflecting the impact of all capital projects, initiatives, board strategies and profit improvement efforts. * Lead team preparation for monthly and quarterly actual results, quarterly business performance review analytics, presentations and process to drive performance tracking, management, ownership and improvement.

director of transaction advisory services
fti consulting
* Lead due diligence teams for 20+ buy and sell side transactions from $50 to $500 million. * Presented quality of earnings and working capital analysis to CEO and CFO. * Performed income statement variance analysis, reserve analysis, turnover analysis and accounting policy changes. * Industry focus: Retail, manufacturing, technology and healthcare. * Clients: Goldman Sachs, Bank of America, SunTrust Bank, Novant, Prairie Capital, Galen Capital, North Castle Partners, Silver Point Capital.

contractual services senior financial planning and analysis
ge
* Forecasted, reported and analyzed the income statement, balance sheet and cash flow for a $4 billion Contractual Services business. * Developed a rigorous financial pacing process for the income statement and cash flow. * Conducted a total-year pre-close controllership package of the balance sheet for SOX documentation and KPMG. * Directed monthly report-outs to GE Officers of forecasts, quarter-close reporting and projects.

global parts financial planning and analysis
ge
* Forecasted, reported and analyzed the income statement for the $2.6 billion Global Transactional Parts business. * Aggressively lead digitization initiatives related to forecasting, reporting and analysis of sales and cost. * Created an integrated parts supply chain build plan for multiple factory locations. * Developed an income statement pacing process.

global parts six sigma black belt
ge
* Developed a finance Oracle ERP module for the $2.6 billion Global Transactional Parts business. * Created a financial reporting tool for Global Transactional Parts finance team. * Process-mapped the accounting transactions throughout the Oracle ERP system. * Mentored 15 Six Sigma Greenbelts and accomplished 30+ projects.

financial management program member
ge
* Energy Products Commercial Finance * Schenectady, New York * Energy Services Financial Planning and Analysis * Melbourne, Florida * Energy Products Financial Planning and Analysis * Houston, Texas * Gas Turbine Productivity and Base Cost Analyst * Greenville, South Carolina

chief financial officer and vice president - finance
cantel medical
Strategic business partner serving in a Divisional CFO capacity to senior executive leadership team. Directing overall management, direction and integrity of the accounting, finance, systems, and financial reporting functions for all domestic and international business locations within the $0.2B medical division of a $1B provider of infection prevention products and services in the healthcare market. Advisor to senior executive leadership team on development of vision, strategy, and policy-making for the company, supporting the strategic and operational plans of the business unit. Lead initiatives to improve, automate, and simplify current accounting and reporting processes to maximize their efficiency and effectiveness. Direct all audits and manage outside audit firms, banks, accounts payable/receivable, pricing, commissions, ERP implementations, manufacturing and supply chain operations. Leading a greenfield investment / footprint optimization / manufacturing restructuring project in Rush, NY.
Education
university of notre dame - mendoza college of business
university of maryland - robert h. smith school of business
accounting
tj klier's Contact Information
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