Peter Case, MBA

Experience

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  Maclean-Fogg GMBH

  Apr 2001 - Sept 2002

  Controller

  Recruited to establish all accounting, shipping, inventory, and manufacturing operations for divisional startup of US parent supplying suspension components for Ford Focus to European market. Full P&L responsibility. Managed 5 staff in 5 departments.Organized shipping and real-time inventory at 2 manufacturing sites and 1 distribution site for parts shipped from US, including customs clearance. Implemented all US and German GAAP records, including German import and value-added taxes.Later established German manufacturing operations for Focus suspension components in Liederbach and Paderborn, Germany, and Valencia, Spain, and obtained ISO9000 certification.• Managed all supply chain logistics for products entering the EU from the US sister company, including inventory tracking by rail, sea, customs, distribution centers, and customer locations.• Became expert in AutoCAD engineering schematics for review of manufacturing products with Ford Executive Leadership Team.• Worked directly with the German CPA, reviewing all individual GL accounts and ensuring German GAAP Compliance• Negotiated €100K reversal in VAT with Ford Europe after VAT liability was incurred by US sister company whenshipping Ford products.• Drove €$20K revenue increase by personally conducting physical inventory review to correct inaccurate Ford scrap reporting that created inventory errors; ensured proper inventory levels to avoid plant shutdown.• Created tracking system to show fluctuations in dollar to deutschmark and later euro conversion, allowing accurate P&L reports to US parent and to German tax authority.• Negotiated pricing for expedited customs clearance with German customs agency, reducing clearance period from 20 days to 5 days, and allowing reduced inventory and lower carrying costs at distribution center. Show less

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  MacLean-Fogg Company

  Sept 2002 - Sept 2003

  Internal Auditor

  Member of Budgetary Preparation Committee, responsible for coordinating 26 divisional budgets across the organizationand preparing consolidated budgets for executive approval and submission to bank lenders.• Traveled to SLC plant, working on the production line to capture accurate cost accounting for material scrap to be included into cost of goods sold for the manufacturing of Corvette hoods for GM. Re-evaluated the labor cost ratios to capture accurately time and cost for COGS reporting.• Led implementation of Sarbanes Oxley provisions for 26 company divisions across US. Conducted internal operational and financial audits to ensure adequate financial controls, procedures and compliance with external audits and bank requirements. Prepared reports for senior management approval.• Saved $250K/year by implementing stricter controls for executive use of purchasing cards and expense reimbursement and coding to eliminate expensing of personal charges.• Standardized budget preparation and approval processes across company's 26 divisions, facilitating reporting to lenders and meeting all bank and lender requirements. Show less

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  Hospital Couriers Corporation

  Nov 2003 - Apr 2019

  President / Chief Financial Officer (CFO)

  Recruited to assume operational and financial leadership of small courier company; expanded services and built national client base in competitive environment. Enhanced efficiencies and business model to boost profits while reducing prices. Led management team of 30 across 14 departments and 17 divisions, with total of 650 employees providing nationwide services. Full P&L oversight; reported to Board of Directors. Directed all finance, accounting, tax, and HR functions; ensured compliance with financial, employee, DOT, and EHS regulations. Oversaw financing, lines of credit, insurance, and asset purchase and investment. Developed company policies and procedures.• Achieved TSA Security Coordinator status under the Indirect Air Carrier Certification. Responsible for all TSA compliance and Known Shipper requirements• Collaborated with group purchasing organization to take small regional business nationwide, growing sales from $1M in 2003 to $35M in 2019; increased sales by $15M through organic growth from 2016 to 2019, grew EBITDA by $2.3M in last 3 years.• Directed sale of company in October 2018 to private equity firm, managing due diligence and negotiations, resulting in 4X multiple of enterprise value for all shareholders.• Improved operational efficiencies and evolved courier services to better align with national market, successfully retaining all customers over 15-year tenure despite customer demand for lower prices.• Negotiated with customer senior management of key client to capture service renewal without need for RFP process.• Directed successful, 2-month, onsite implementation for new client, adding $5M in annual revenue and $800K/year in EBITDA.• Led due diligence and valuation for 2016 acquisition of courier business, increasing annual sales by $7M and EBITDA by $1.1M Show less

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  Benchmark Associates, Inc.

  Apr 2019 - Oct 2020

  Managing Partner - (CFO Consultant)

  Boutique specialty management consulting firm. Partner in working on all aspect of consulting services for Benchmark clients. Team with each client to achieve their individual goals and needs. Uses extensive experience in both US and international markets. Specialties include:Fractional CxO Corporate Financial Debt & Equity Structure, Marketing & Sales CRM Systems, M&A/Due Diligence/Valuations, Establishing Accounting Practices & Standards according to US GAAP, Audit Controls & ProcessesOperational & Financial Analysis for higher EBITDA margins and Enterprise Value.Corporate turnaroundsTeam building Show less

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  Lockheed Martin

  Oct 2020 - now

  Strategic Planning Senior Manager

  Senior Manager for Lockheed Martin Missiles and Fire Control for Mergers and Acquisitions and Business Ventures.