INDUSTRY	$ REV	ROLE	EXPERIENCE (YRS)
Live Events Technology	$95M	Controller and Head of FP&A	4
Software Development (SaaS)	$90M	VP Finance/Controller	5
Consumer Goods Sourcing	$21M	CFO	4
Advertising	$1.4B	Assistant Controller	2
Technology Manufacturer	$2.1B	Director – Finance	4
Consulting	Varied	Consultant	6
Healthcare Insurer	$4B	Director – Finance	2
Banking Varied	Varied	Credit Officer / Other	10

DETAILED EXPERIENCE

Live Events Technology

Responsibility for financial operations east coast operation $55M in annual revenue. Managed accounting and finance operations for company’s east coast operation. Directed accounting team 7 including accounts receivable, accounts payable, G/L accounting and administration.

Led corporate financial planning and analysis function supporting CEO, CFO and SVP of Sales and Operations.

Established company-wide annual budgeting and planning process. Provided monthly variance reporting to senior leadership team.

Established robust Systems Integration profitability analysis function, ensuring margin targets were met.

Developed KPIs and Dashboard reporting ensuring appropriate metrics were distributed throughout the organization.

Analyzed business processes, process improvement initiatives and implement process improvement changes.

Managed the upgrade of accounting system to Great Plains from legacy system.

Software as a Service (SaaS)

Financial leadership of international finance and accounting functions in North America, Europe, China, and India.  Global responsibility for Financial Reporting, Internal Control, Sales Operations, and all Treasury functions. Work closely with Private Equity firms on capital raise and ongoing financial reporting

Capital Raise & Banking:

Key member in successful fundraising efforts of over $125M in Private Equity and debt.  Managed diligence requests and supported CFO in communicating with investors.

Manage financial reporting and ad-hoc analysis for PE member firms.

Financial Management, Controller and Reporting:

Global responsibility for quarterly and annual Financial Reporting, Treasury, A/P, A/R, and internal
Improved close process, taking the time to close from 41 days to 21 days, meeting PE investor and Board. Realigned staff responsibilities and added strategic staff.

Implement rigorous revenue recognition process and controls for recurring revenue and percentage of completion

Cash Management & Cash Forecasting:

Management of cash inflows and outflows, maximizing and ensuring adequate working capital under challenging
Implemented a comprehensive cash forecasting model to maximize the use of cash.

 

Consumer Goods Sourcing

Directed and controlled the worldwide Finance and Accounting functions. Provided Financial and Operational support across offices in the US, Hong Kong, and China.

Managed the day to day accounting and financial responsibilities of the company.

Implemented annual planning financial planning process, expense control and strategic cost reductions resulting in overall expenses reduction of 43%. Achieved savings by negotiating price with suppliers on all purchases and never accepting first price offered. All prices measured against previous prices to ensure cost reduction

 

Advertising

Responsible for the quarterly closing and consolidation of company owned ad agencies. Key contributor in the preparation of footnotes for regulatory 10Q and 10K filings.

 

Technology Manufacturing

Established newly formed, world class financial Shared Services function in Brno, Czech Republic and El Paso, TX. Managed a staff of three domestic and five international direct reports.

Led the creation of two Shared Services Centers for the finance and accounting processes throughout Europe and the Hired and trained staff and coordinated with existing process owners on the transfer of knowledge, resulting in an annual savings of up to $1 million and reduction of 7 headcount.

 

Consulting

Collaborated and provided leadership for client companies to achieve corporate financial goals and objectives.

Engagements included:

Symbol Technologies
Weight Watchers International
Aventis Pharmaceuticals
AT&T Corporation

Healthcare Insurer

Established a Financial regional Shared Services Center in Los Angeles, CA. Managed the expense budget totaling $80 million.

Led and established all financial functions for a new Shared Services center

Prepared budgets, expense forecasting, establishing policies and procedures and hiring and mentoring

Banking

Loan workout department managing a portfolio of challenged middle market business credits

Successfully negotiated multiple credit line and term loan workout

Spent 2 years in F/X trading desk

Competed formal credit training program

Worked in FP&A department

Experience in accounting