Project Manager Sales
Resume:
SUMMARY
A creative problem solver with a passion for using low cost process
improvement techniques
to stream-line reporting processes
A "go-to" person for senior executives seeking rapid solutions to cross-
functional issues
A quick study with broad-based industry experience and a
background in
accounting, finance, taxation, law and database development
Financial reporting & Sarbanes-Oxley (SOX) Access & SQL database
analysis / domestic & program development & development / Excel & pivot
foreign consolidations / management table expert
GAAP reporting
Acquisitions / business Marketing and sales Tax attorney / public
systems integrations / data analysis & support / accounting / passed CPA
mining & scrubbing metrics reporting exam
ACCOMPLISHMENTS
. Built a spending and headcount reporting application at Agilent
Technologies that reduced production time for monthly senior management
forecasts from two days to approximately 10 minutes. This was so
successful its use was expanded to all global infrastructure departments.
. Created and maintained an automated reconciliation process for Philips
Medical Systems that integrated and scrubbed invoice data from ten
separate legacy data warehouses and reconciled it to SAP. This saved an
estimated 200 man-hours each month and helped identify a $9 million FAS
52 foreign currency misreporting.
. Recovered more than $1 million in excess U.S. sales tax payments by
establishing a process to strengthen the interface between the SAP and
Vertax software systems at Philips Medical Systems. This process
continues to be used by Philips and has significantly reduced on-going
monthly sales tax payments.
. Developed an application that allowed the Internal Audit Department of a
governmental agency to do 100% audit testing of the agency's employee
expense reporting and identified more than $7 million in questionable
spending.
. Successfully established SOX compliance infrastructure at Vital
Processing Services; overcame initial project reluctance by conducting
training sessions; negotiated with process owners to balance SOX dead-
lines with other work-load considerations; prepared a detailed project
plan using MS Project; coached process owners in "controls-focused"
drafting techniques; prepared and presented weekly CEO/CFO updates.
PROFESSIONAL EXPERIENCE
10/12 to Consultant - MS Access Developer. EBSCO Publishing, Ipswich, MA.
11/12 Developed an MS Access database for the company's risk management
department.
8/06 to Manager of Financial Reporting and Financial Systems. L-com, Inc.,
3/12 a mid-sized private equity backed technology manufacturer, North
Andover, MA.
Prepared consolidated financial statements and footnotes for the
external audit.
Created a financial reporting and consolidations database that (i)
automated the retrieval of actual and budgeted financial and
operational data from various domestic and foreign ERP systems,
(ii) prepared automated intercompany elimination entries, (iii)
produced monthly USD and foreign currency internal reports and
analysis, and (iv) produced the monthly BOD and external reporting
package.
Automated the calculation of KPIs for the monthly reporting
package; automated the calculation of financial estimates,
including the calculation of reserves for excess and obsolete
inventory.
Drafted SOX documentation and worked with operational departments
on remediation efforts.
Ensured financial data integrity in connection with five separate
acquisitions/system integrations; oversaw and maintained chart of
accounts conversion to a new cost center based mapping schema.
Instituted a new fixed asset reporting process using the Sage FAS
software, prepared monthly reconciliations of the sub-ledger to the
general ledger, and drafted capitalization policies and procedures.
Built a production planning database for the company's China
subsidiary. This application used complex formulas for calculating
projected U.S. product demand, factored in build and ship times,
and ultimately produced a rolling FTM revenue forecast for the
China subsidiary.
11/05 to SOX and Internal Audit Project Manager. Consultant managing SOX
8/06; 4/04 and other internal audit projects for public companies and
to 8/04 government agencies.
8/04 to Director of Financial Systems. Vital Processing Services, a $250
10/05 million credit card processing division of VISA USA, Tempe, AZ.
Oversaw successful SAP upgrade and implementation of Hyperion
Planning in the budget process.
Created and maintained a revenue data mart and automated the
customer, industry, and product-level reporting for the Business
Development, Product, and Marketing Departments using MS Access and
Visual Basic.
Conducted merchant-level data mining and analysis in support of
major contract negotiations.
Project manager for SOX compliance initiative; developed project
plan using MS Project; created automated reporting database to
assist with risk/controls assessment; managed control gap
remediation efforts.
5/00 to Accountants 4 Contract, San Francisco, CA. Performed a variety of
1/04 consulting projects, including:
Worldwide Transaction Tax Reporting Manager. Philips Medical
Systems, Andover, MA (9/03 to 1/04; 8/01 to 1/03).
Global Tax, Trade & Legal Department Senior Financial Analyst.
Agilent Technologies/Hewlett Packard, Palo Alto, CA (5/00 to 7/01).
3/99 to Temporary consulting projects, including positions as Interim
5/00 Controller, Billing Manager, and Chief Operating Officer.
3/96 to Chief Financial Officer. Restaurant Visions Incorporated,
1/99 Pittsburgh, PA.
2/95 to Tax Attorney. Hopkins & Carley, a 60 attorney law firm in San
11/95 Jose, CA.
7/88 to Tax Attorney. Pettit & Martin, a 300 attorney law firm in San
12/94 Francisco, CA. Advised individuals, businesses and foreign
governments on a variety of international and domestic business and
tax planning matters.
9/83 to Audit and Tax Accountant. Price Waterhouse, San Jose, CA. Passed
5/85 California CPA Exam, 1984.
EDUCATION
Juris Doctor, Santa Clara University, Santa Clara, CA. Top 12% of class.
Dean's Honor Roll.
B.S., Accounting, Santa Clara University, Santa Clara, CA. Top 14% of
class. Dean's Honor Roll.
2 Hillside Avenue
Bradford, MA 01835
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