David Gates » David Gates - Business Manager

David Gates - Business Manager

 

Education       HOOD COLLEGE, Frederick, MD,

December 2004

Master of Business Administration (Finance Concentration)

 

SAINT FRANCIS COLLEGE, Loretto, PA, December 2000

Bachelor of Science in Management

Bachelor of Science in Economics and Finance

3.84 cumulative GPA

 

Experience  Business Manager, Ferndale Area School District

                                   Johnstown, PA, March 2017-Present

Manages, supervises and/or performs district required duties in the following category areas:

-  Cash Management and Investments

-  Financial Management, Accounting, Reporting, Planning, and Budgeting

-  Insurance/Risk Management

-  Maintenance and Custodial Operations

-  Payroll Accounting, disbursements, policies and procedures

-  Purchasing and Supply

-  Right to Know Functions

-  Tax Administration

-  Transportation Operations and Reporting

-  Operations of Physical Plant, Facilities Management

 

Senior Financial Analyst, Johnstown Wire Technologies

Johnstown, PA, September 2016-March 2018

-  Prepared annual budget and monthly forecasts.

-  Supervised Accounts Payable and Accounts Receivable.

-  Responsible for all aspects of daily cash management, $120 million/year.

-  Prepared financial reports.

-  Assisted with month-end close process.

 

Assistant Controller, JWF Industries

Johnstown, PA, July 20I I-September 2016

-  Coordinated all Accounting functions.

-  Supervised Accounts Payable and General Accounting.

-  Responsible for all aspects of daily cash management and banking relationships including

     collections, $90 million/year.

-  Supported external CPA firm, legal counsel and insurance broker.

-  Supported multiple audits (Annual Audit, IRS, Bank, PA Department of Revenue, DCAA, etc.).

-  Maintained certifications and documentation required for defense companies.

-  Prepared financial presentations for Board Meetings. 

 

Senior Accountant, JWF Industries

   Johnstown, PA, April 2005-July 2011
-  Prepared monthly financial reports and compiled explanations of variances.
-  Acted as a Microsoft Excel Power User and trainer for the company.
-  Performed most accounting functions related to month-end close.
-  Documented and implemented internal controls, procedures and processes.
-  Ensured export compliance.
-  Provided costing analyses.
-  Tracked capital expenditures and depreciation.
-  Assisted in merging affiliated companies into parent company.
-  Established procedures for sales/use tax compliance.
-  Responsible for maintaining record archives for entire company.
-  Trained new employees of the accounting department.
-  Served as Treasurer for a non-profit charity organized by employees of the company.

 

Financial Analyst II, DRS-Signal Solutions,

 

-  Prepared quotes in response to customer (including government) request for proposals.
-  Provided costing analysis for products.
-  Performed product life cycle analyses.
-  Presented monthly financials for R&D programs.
-  Generated price justification responses for government customers.

 

Senior Financial Analyst, Hughes Network Systems,

Germantown, MD, April 2003-July 2004

-  Prepared cash flow, income statement and balance sheet forecasts.

-  Generated margin analyses, assisted in Quotes-To-Orders for customer proposals.

-  Tracked inventory, standard costs and manufacturing variances.

-  Assisted in development of 5-year strategic plans.

-  Responsible for cash collections, approximately $20 million per year.

-  Performed credit analyses on potential customers.

-  Represented the Finance Department for SAP integration and other IT solutions.

-  Received award from North American Business Group for creation of Excel business models.

-  Accountable for Consumer DirecWay revenue recognition and forecasting, $70M/year.

 

Financial Analyst, Hughes Network Systems

Germantown, MD, January 2001-April 2003

-  Prepared budgets, compared actual results vs. forecast, explained variances.

-  Prepared monthly R&D, G&A, Marketing and customer program reports for management.

-  Provided competitive analysis reports to management.

-  Presented Sarbanes-Oxley training session to entire Finance/Accounting Dept.

-  Finance and Accounting Management Excellent Award for cost reductions.

 

Community Involvement

2018-Present: Manager Highland Regional Baseball
2011-Present: Board Member/Treasurer(2014)/President(2015), Beginnings Inc.
2014-Present: Boys Scouts of America
2011-Present: Board Member & Coach, New Germany Athletic Association
2011-Present: Runner, Local Fundraiser Races
2011-2017: Member/V.P. (2013), National Contract Management Association
2009-2016: New Germany Coordinator & Coach, AYSO Soccer
2008-2016: Treasurer, JWF CARES (non-profit charity)
2011-2014: Platelet/Blood Donor, American Red Cross

 

Notable Achievements

 
-  Introduced an efficient application for entering journal entries into ERP system significantly
     reducing journal entry time and errors.
-  Saved over $60,000 by recommending pursuing PA Tax Amnesty as an option after
     PA Sales & Use Tax Audit.
-  All penalties were waived on subsequent audit due to improvements in Use Tax compliance.
-  Helped others advance their knowledge of Excel to improve their efficiency.
-  Served as a founding member and Treasurer for JWF CARES, which donated over $150,000
     to individuals and charities.
-  After assuming the Treasurer position at Beginnings, the agency began operating at an excess
    after significant losses in prior years.
-  Attained the 1st ever Finance and Accounting Management Excellence Award in a billion dollar
     company just months after graduating college.
-  Received awards for developing complicated business models in Microsoft Excel.
-  Earned a double degree and graduated with honors in 3 1/2 years.
-  Continue to impact lives of approximately 10 children every night through my involvement
      in the community.