Productivity. Profitability. Peace of Mind.

Erik Owen, CPA

President

Executive Summary

Erik has over 25 years of business leadership experience and has championed Finance and cross-functional teams in organizations including: M&I Bank, Johnson Controls, Hometown, Gateway Plastics, Rockwell Automation, and DCI Marketing.  He spent 12 of those years as CFO/Controller of a privately held company or a division of a larger company.  His global experience spans the manufacturing, services, distribution, and banking sectors and includes the following functional areas:  Finance, Accounting, Information Technology, Sourcing, Logistics, Customer Service, Credit & Collections, Lean/Six Sigma, & Business Development.

Erik’s expertise is in partnering with business management to provide business & technology strategy, leadership, metrics, business acumen, and analysis and interpretation of financial data to lower costs, improve processes, grow business, develop employees, and accelerate cash flow.  His deep business skills and experience combined with his ability to communicate complex issues clearly and his strong technology background has further enhanced his ability to deliver successful results.

Key Career Accomplishments

  • Successful startup and leadership of Oak Hill Business Partners
  • General Manager of $10 million division during restructuring
  • Demonstrated financial leadership in renegotiation of $25 million customer agreement
  • Successfully led multiple business system (ERP) implementations resulting in automation of process and significant reductions in cost and improved quality of information
  • Delivered $5.6 million of Lean/Six Sigma cost savings on $100 million division (20% better than budget)
  • Increased company annual earnings by $1.2 million by correcting accounting treatment for a transaction
  • Developed and implemented new costing system for $12 million business that improved accuracy of reporting and provided divisional income statements for all operating units
  • Reduced monthly closing time and reporting process by 25% (1 day less) through process automation
  • Increased inventory accuracy from 60% to over 99% in six months on $2 million of inventory
  • Improved inventory turns 44% through monthly reviews and improved detail reporting
  • Developed many finance managers and educated many non-finance managers on financial best practices
  • Reorganized customer service, purchasing, and logistics functions in privately-held manufacturing firm to deliver higher quality and more timely service to customers

Professional Experience

  • Oak Hill Business Partners – Owner & President
  • DCI Marketing – Director, Controller & General Manager
  • Rockwell Automation – Finance Manager
  • Gateway Plastics – Vice President – Finance & CFO
  • Russ Darrow Group – Vice President – Finance
  • Hometown, Inc. – Controller & CFO
  • Johnson Controls – Senior Financial Analyst
  • Marshall & Ilsley Corporation (parent of M&I Bank) – Commercial Audit Supervisor

Education, Certification, Memberships

  • UW – Milwaukee, Bachelor’s of Business Administration; Major:  Accounting
  • Certified Public Accountant
  • Board Member/Secretary – UWM Lubar Business School Alumni Chapter
  • Former Board Member/Treasurer – Elmbrook Education Foundaion
  • Memberships:  MMAC, WCBA, IBAW, MBBI, Corporate Casual
  • Former TEC member