Katherine A Frey

Experience

CFO. Secretary and Treasurer - Skilled Manufacturing, Inc.
2010-present

Part of the Skilled Manufacturing Inc. leadership team. CFO-Finance Team roles include:

• Budgeting, financial reporting and tax management
• Compensation and benefits analysis and recommendations
• Cash flow, management accounting for divisions, consolidated entities
• Business succession and transaction modeling, data sharing
• Communications with financial stakeholders
• Risk management, insurance

SMI divisions provide human assisted, error proofed automation of complex assemblies, high precision machining, and specialty processes for its customers, primarily in the automotive, aerospace, and defense industries.

PAST EXPERIENCE

Partner, Plante & Moran, PLLC

Plante & Moran is the 15th largest accounting firm in the U.S., employing approximately 2200 people in 24 offices, including international offices in China, India, Mexico and Tokyo. The firm provides integrated audit, tax, and consulting services, primarily to middle market clients, and consistently wins awards for outstanding workplace culture.

• Partner for 15 years
• Northern Michigan manufacturing practice leader for 20 years
• Part of transaction team to bring in current owners of SMI

Key Advisor and Audit Partner. Management Consultant. Experienced with:

• Private equity clientele and reporting expectations
• Common M&A transaction structures and taxation issues
• Business valuations
• Equity compensation systems including options
• Sarbanes-Oxley control environments
• Research and development tax credits
• Financial modeling, constraints management