firstname.lastname@example.org ? http://www.linkedin.com/pub/ilan-
SUMMARY OF QUALIFICATIONS
Driven finance professional with MBA and 15 years of corporate finance and
big 4 consulting experience. Demonstrated leadership in all aspects of
corporate financial management across numerous industries. Proven track-
record leading finance and business operations teams, interdepartmental
projects, coupled with international experience. Results oriented with
business acumen and strong analytical and inter-personal communication
skills. Versed in audits, internal controls, regulatory compliance, and
Financial Modeling ? Financial Planning ? P&L Management ? Budgeting &
Forecasting ? Project Management Macro-economic analysis ? Acquisition Due
Diligence & Integration ? Strategic Planning ? Cost Alignment
Process Improvement ? Sarbanes-Oxley (SOX) ? Cash Management ? Competitive
Analysis ? Operations
Master of Business Administration (MBA)
University of California, Paul Merage School of Business, Irvine, CA
Finance, with Honors - Beta Gamma Sigma, GPA: 3.87
Bachelor of Business Administration (BBA)
College of William and Mary, Tyler Business School, Williamsburg, VA
Citrix Systems, Inc., Cloud Platforms Group, Bedford, MA
March 2007 - May 2012
Publicly traded (NASDAQ: CTXS), global leader in application delivery
infrastructure, virtualization, networking, cloud technologies, on-demand
access applications and online services with revenues over $2.2 billion.
Senior Finance and Operations Manager
. Finance lead of Cloud Platforms Group for M&A due diligence, modeling,
reporting and integration.
. Lead all aspects of global business finance integration efforts of
five acquisitions totaling $800 million (Ardence, XenSource,
ThinGenius, VMLogix, Cloud.com); including balance sheet and P&L
accounting, cash management, A/R, A/P, order-to-cash, procure-to-pay,
vendor and license management, and setup of operating structure;
collaborate with corporate counterparts globally as well as external
. Manage global team of analysts through month/quarter-end close
process, cash management, financial reporting, planning, expense
analyses, and SFAS86 capitalization reviews consistent with GAAP
. Manage division's operating and capital budgets; develop annual
operating plan in excess of $100 million and maintain rolling
forecasts utilizing Hyperion Work Force Planning, SAP ECC & BW
. Collaborate with division's executives and other functional groups
(marketing, R&D, product management, sales) in a matrix structure as
key business partner to formulate growth strategies and long-range
. Create and publish month-end reporting package, financial dashboards
and KPIs, quarterly business review, and board presentations; present
to Investor Relations; recommend corrective measures to executive
. Build multi-year financial models; evaluate P&L implications of
pricing and/or product change and impact on gross margin in conformity
with software revenue recognition rules (SOP 97-2) and VSOE standards.
. Prepare pro-forma analyses including impact of embedded platform
business unit(s) divestiture, off-shoring ROI, and cash flow models to
assess impairment status of R&D intangibles.
. Review business contracts including NRE, OEM, royalty, SOW and service
. Develop relationships with internal auditors, treasury, tax and legal
teams and liaison with external auditors on valuation analyses, tax
reviews of acquired entities and Sarbanes-Oxley (SOX 404) compliance
. Drive and support company-wide global projects and initiatives;
including, strategic Start-up Accelerator Investment Incubator, and
enterprise-wide profitability reporting project.
. Chosen member on a select team to spearhead business finance
development program across the company
James Hardie Industries N.V., Strategic Planning, Mission Viejo, CA
July 2005 - February 2007
Publicly traded (NYSE ADR: JHX), multi-national building products
manufacturer of fiber-cement technology with revenues in excess of $1.5
billion and operations in Asia, Australia, Europe and North America.
. Managed and analyzed annual operating budget plans of four divisions
including James Hardie Building Products (JHBP - US), Canada, Retail
and R&D across 100 cost centers - totaling $170 million.
. Served as key interface with Hub Finance Directors and Plant
Controllers in development of annual capital budget, rolling P&L
forecasts, 3-5 year financial plans and quarterly reporting
. Prepared variance, trend and risk analyses of SG&A, MG&A, R&D and
headcount for U.S. entity's month-end close and quarterly reporting
package; formally presented business results to Divisional CFO.
. Conducted financial valuation on capital expenditure requests (CER) of
up to $100 million in support of 10 manufacturing plants for
strategic, maintenance and regulatory compliance related investments;
assessments involved development of flexible models subject to
corporate IRR hurdle rates.
. Developed financial models including DCF and multiples valuations,
revenue forecasting, break-even, payback, contribution margin and
. Employed continuous improvement practices to annual budget process,
including successfully streamlining cycle time by 50% (from 6-to-3
mo); led post-mortem process to identify and implement enhancements.
. Performed competitive analyses with emphasis on strategic business
drivers, product and channel mix, valuation multiples (trading &
transactions), debt structure, and M&A activity to establish benchmark
measures and assess new market opportunities.
. Executed strategic projects across multiple business segments through
broad market research, qualitative and quantitative due diligence and
modeling; assessed feasibility of new product(s) introduction.
. Served as liaison between corporate and business units in planning,
budgeting, forecasting and reporting.
. Researched and analyzed sector macroeconomic indicators and industry
data including U.S. Census, NAHB, and Freedonia to validate
assumptions and gauge market share, trends, sales forecast and gross
margin in preparation of management reports, board dashboards,
business reviews and MD&A.
MACOTH, Inc. (Massachusetts Commercial & Trade House), Costa Mesa, CA
February 2002 - June 2005
Privately held exporter of proprietary food ingredient technology to the
Eastern European markets; primary markets include Russia, Baltic States,
Ukraine and Poland.
. Developed pro-forma financial models and managed cash flow and working
. Conducted gap analysis of key business drivers and operating trends to
quantify risks and assess export opportunities in local markets in B2B
. Supported management in evaluating, analyzing and improving
. Drafted and reviewed business documents in preparation of product
Lucent Technologies, Lucent Worldwide e-Services (SPG), Cambridge, MA
August 2000 - October 2001
World leading service provider in communication network solutions; Software
Products Group (SPG) chartered with convergent billing system
implementations to telecommunication market.
. Implemented Arbor/BP enterprise billing software and performed
software upgrades, installations,
conversions, configurations of financial modules and system tuning in
multi-tier client/server environment.
. Produced comprehensive Implementation Planning and Analysis (IPA)
documents, customer needs analysis
and developed complex configuration models, process mappings and
. Led formal client seminars on financial modules configurations,
testing and maintenance procedures.
Fidelity Investments, Fidelity Employer Service Co., Merrimack, NH
May 1999 - August 2000
Largest mutual fund Company in the U.S. and provider of financial,
investment management, retirement, brokerage and benefits administration
Financial Systems Project Manager
. Managed team of 10 on highly visible end-to-end testing of core
financial and interface systems utilizing
the Fidelity System Design Methodology (FSDM); resulting in
operational cost reduction of over 35%.
. Led process improvement initiatives including new client
implementation methodology to automate
internal business processes and developed management reporting tool
that was adopted by the QA division.
. Facilitated JAD sessions of cross-functional teams to resolve
integration and development issues.
PricewaterhouseCoopers L.L.P, Financial Management & Analysis, Washington
DC May 1997 - May 1999
Big 4 consulting firm with industry-focused assurance, tax and advisory
services for public and private clients in four key areas: corporate
accountability; risk management; integrated strategic change and process
. Developed cost benefit analyses for the National Aeronautics and Space
Administration (NASA) on capital assets depreciation methods in
compliance with GAAP, FASB, and FMR regulations.
. Prepared comprehensive cost benefit analysis, Return on Investment
(ROI) and payback models for deployment of US Marine Corp's HR ERP
. Served as liaison with the Air Force and Navy's finance and accounting
services (DFAS) in an automation project of Department of Defense's
multi-billion dollar integrated Defense Cash Accountability System.
. Performed pre-audit analysis and reconciliation of all PP&E schedules,
including subsidiary, G/L and roll forwards, for the US Mint end of
year reporting; project completed under budget and ahead of schedule.
Software/Databases: SAP (R/3, ECC), Business Warehouse (BW) Analyzer,
Hyperion 9+ (Planning, Financials, Work Force Planning, Web
Analysis Studio), SalesForce (SFDC), Crystal Reports, Great
Plains, GoldMine (sales forecasting tool), Business Objects
(data mining and reporting tool), TM1 (multi-dimensional
OLAP tool), SPSS, Minitab, MS Office, SQL, Oracle, Arbor/BP
(enterprise billing solution software)
Research Tools: Capital IQ, TheMarkets, Reuters Knowledge, LexisNexis, Dun
& Bradstreet, Investext Plus, Business Source Premier,
Edgar, Hoover's Pro, Thomson Research
Certifications: NASD Series 6, 63 Certified (Non-Active)
Foreign Languages: Fluent in Hebrew and Russian