Kevin Lammert, CPA

*** ******** *****

Orinda, CA 94563

415-***-****

mbi0o7@r.postjobfree.com

Summary

Seasoned financial executive with over 20 years proven track record of adding value to diverse organizations through improved systems and operational efficiencies. Excels at reducing expenses by streamlining tasks, instituting cost controls and renegotiating contracts. Professional expertise demonstrated in the following areas:

Financial Reporting Budgeting and Forecasting Financial Planning & Analysis

Business Development Treasury/Banking Relationships Capital Investment Decisions

Contract Negotiation Implementing Accounting Systems Process Improvements

Investor Relations Staffing & Compensation Plans Facility Management

Professional Experience

TriplePoint Capital, LLC – Director of Finance 2009 – Present

Keystone of the accounting and operations functions of a successful venture leasing company. Responsibilities for accounting include consolidating the financial statements, compiling portfolio reports, managing treasury, tracking warrants and supervising the preparation of audit and tax schedules. On the operations side, responsibilities include booking and terminating leases and loans, billing and collections, restructuring contracts and processing month-end.

• Revised and improved accounting processes resulting in financial packages being available on a more timely basis

• Wrote desktop procedures which detailed the most efficient method of handling all lease transactions thereby ensuring accurate results as well as reducing the time required for corrections

• Trained existing staff in proper accounting principles and practices providing necessary backup in a small business environment

• Changed the depreciation start date on new leases resulting in an $850 thousand increase in income

• Recognized $500 thousand in income which was incorrectly recorded on the company’s balance sheet

• Designed the financial statements using FRx software

Security Global Investors, LLC – Chief Financial Officer and Chief Operations Officer 2002 – 2009

Responsible for all areas of finance and operations including corporate planning and analysis, client relations, performance reporting, business development, benefits and incentive plans, risk management, legal, information technology and facilities.

• Created processes that brought assets under management from $8 million to $800 million

• Renegotiated independent research contracts resulting in a thirty-five percent reduction in costs

• Realized $350 thousand in savings by bringing back-office administration in-house

• Designed and developed an investment performance system which allowed the flexibility to report both long and short equity results as well as to carve out the long equity performance for a separate composite

• Implemented incentive compensation plan that more closely correlated the performance of financial analysts with their remuneration

• Developed and enforced code of ethics resulting in the company successfully passing two SEC audits

• Expanded the number of databases which the company reported performance and key statistics to from five to thirty in order to reach more potential clients

Red Herring Communications LLC – Controller 2000 – 2002

Responsible for internal and external financial reporting, cash management, budgeting, financial analysis, external financial relationships and human resources.

• Improved collections procedures permitting the company to increase cash flows substantially and reduce bad debt expense by $1 million

• Instituted metrics reporting that identified, quantified and delivered opportunities to align with and achieve target financial commitments

• Converted accounting systems from Great Plains to Oracle within budget and according to management’s schedule

• Downsized an accounting staff of nine employees to four employees while improving timeliness and accuracy of accounting records

• Ensured compliance with GAAP so that no adjustments were proposed by the independent auditors

• Assumed human resources function ensuring that all responsibilities were covered as department was eliminated

• Realized significant city payroll tax reductions by claiming job credits that previous returns had neglected to claim

Kevin Lammert, CPA 415-***-**** / mbi0o7@r.postjobfree.com Page Two

TCSI Corporation – Assistant Controller 1999 – 2000

Responsible for all areas of accounting and finance including budgeting and forecasting, financial analysis, cash management and SEC reporting.

• Budgeted and forecasted accurately resulting in actual results falling within the pre-earnings announcements range

• Restructured and trained accounting team so that staff reductions did not effect essential tasks

• Emphasized accounts receivable function resulting in the cash balance increasing when sales were decreasing

• Identified errors in accounting systems that resulted in more timely and better financial reporting to management

• Reduced independent auditors fees by internally preparing the financial statements as well as the 10Q’s and 10K’s

GATX Capital – Manager, Diversified Finance 1997 – 1999

Responsible for accounting and reporting of diversified finance division, financial analysis of proposed deals, creating and booking lease transactions and converting accounting system from Software 2000 to SAP.

• Researched accounting issues and served as a resource for diverse and complex deal structures ensuring that potential deals achieved profitability targets and accounting treatment was in accordance with GAAP

• Trained and supervised staff of 15 accountants and contract administrators ensuring that all aspects of transactions from booking and invoicing to collecting and terminating were done accurately

• Converted accounting system from Software 2000 to SAP requiring less manual intervention when booking lease streams and more readily available financial and operational results for management

Shaklee Corporation 1986 – 1997

Corporate Accounting Manager

Responsible for consolidated financial results, annual and long-term planning, capital expenditures and coordination with outside auditors.

• Streamlined consolidation and reporting tasks accomplishing the same work with only half the staff

• Coordinated implementation from McCormick and Dodge to Software 2000 within budget and scheduled time limit

• Controlled $50 million in capital spending ensuring that projects were approved according to company policies

Sales & Marketing Accounting Manager

Responsible for financial reporting and analysis of existing and new products as well as promotional programs

• Recommended changes in the qualification criteria for conventions which reduced expenses by $5 million each year

• Set up model for analyzing costs of new and existing products resulting in significant improvement to earnings

• Built financial models for overseas locations which consequently led to successful subsidiaries in several countries

Senior Internal Auditor

Responsible for strength of financial controls along with improving operational efficiencies through audit of company’s policies and procedures.

• Proposed transferring production of the Canadian subsidiary’s products from outside vendors to the company’s own manufacturing facility saving millions annually

• Exposed kickback scheme in the fleet department which cost the company hundreds of thousands of dollars

• Uncovered collusion between facility managers and independent distributors that was both decreasing sales and damaging the image of the company

Kaiser Cement Corporation – Senior Internal Auditor / Senior Tax Specialist 1984 – 1986

Responsible for planning, coordinating and supervising financial and operational audits as well as providing tax advice

• Instituted linear regression to financial analysis providing management with more insightful statistics

• Discovered weigh scales were calibrated incorrectly causing cost variances in the million dollar range

• Found significant savings by noting depletion methods used on tax returns were wrong

Arthur Andersen & Company – Senior Auditor 1981 – 1984

Responsible for planning, budgeting and performance of audit fieldwork and financial reporting including supervision, review and training of staff accountants, financial statement analysis, management letter comments and tax compliance.

Software Expertise

Oracle, SAP, Great Plains, Solomon, Software 2000, McCormick & Dodge, FRx, Crystal Reports and QuickBooks

Professional Certification

Certified Public Accountant - State of California

Education

Golden Gate University - MBA in Management

The Wharton School of Business, University of Pennsylvania - BS in Accounting

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