Manager Accounting

Jeffrey L. Solomon, MBA

**** ******* *****, ******** ****, CA 91360 ( **************@*******.***

(C) 805-***-**** ( (H) 805-***-**** (

http://linkedin.com/in/jeffreylsolomon

CHIEF FINANCIAL OFFICER / CHIEF OPERATIONS OFFICER

Cost Controls ( Variance Analysis ( GAAP ( Cash Flow Management ( FP& A (

Capital Budgeting

Forecasting & Reporting ( P&L ( Debt & Equity Financing ( IT ( Banking &

Vendor Relations

Proactive, broad-based financial leader, developed policies/processes to

ensure the financial integrity of service, software and wholesaling

companies. Designed accounting, HR, and IT strategies to reduce costs,

drive efficiency improvements, and ensure profitability. Strengthened

operations, shortened processing time and improved quality.

< Analyzing operations to appraise performance vs. budget and improve

metrics

< Re-engineering/strengthening control processes to improve

accuracy/quality of reporting

< Designing financial support systems to enable growth from startup to

established firm

< Implementing budgeting regimen to drive profit growth

< Presenting monthly statements and strategic recommendations to Board

and Executive Team

Known as a change agent, I utilize leadership and communication skills to

motivate and train staff. Highly analytical, I rapidly synthesize

information to solve problems and make timely, high quality decisions. A

quick learner, I pick up technology with ease.

Highlighted Accomplishments

Switched vendors, reducing costs 40%. ADP processed semi-monthly payroll

for UPM Global and charged on a tiered costing basis. Researched/contacted

four competitors, acquired and analyzed bids, and selected/negotiated with

new vendor. Managed data conversion leading to rollout of service/lower

cost.

Re-engineered order processing, shortened processing time and cut costs

20%. UPM employees used different procedures to process customer orders.

Reviewed methods in use from order taking, to warehousing, shipping, and

invoicing. Re-designed/standardized process, documented procedures and

trained employees.

Streamlined data transfer process to QuickBooks, cutting 20% administrative

costs. At Melton, created standardized, step-by-step procedures, reducing

time and costs.

Brought production in-house, cutting costs 50%. FIS outsourced CD

production, creating excessive lead times. Researched cost to produce CDs

in-house. Purchased equipment and trained employees. Cut production costs,

improved product's look, and enabled company to produce ant number of CDs

automatically with no extra cost.

Negotiated/consolidated contracts with single vendor, enabling greater

control on costs. At FIS, identified potential to cut costs by using one

vendor. Negotiated contract for corporate-owned phones allowing cost

tracking, while saving 20%.

Professional Experience

Chief Financial Officer, UPM Global, LLC / Unified Precious Metals, Inc.

(Canoga Park, CA), 2004-2011

UPM Global, a wholesaler/retailer and assembler of collectible coin sets.

Reporting to managing partner, directed finance/accountingl activities

including operations analysis, HR, and IT for a consumer products

wholesaler/retailer marketing to e-commerce/catalog vendors. Managed

accounting staff in A/P, A/R, monthly closings/reporting, internal

auditing, cost accounting and adherence to budget.

< Manually converted accounting department to QuickBooks in 2011 saving

50% of costs

< Created work flows within the accounting department to clarify roles

and responsibilities

< Worked with tens of thousands of SKU's, tracked costs, directed

financial planning and created accounting practices for capital

budgeting and inventory

< Migrated the payroll system to lower costs and reduce internal time

spent on semi-monthly payroll

< Successfully replaced six-year old computers with new systems,

eliminating cost of outside consultants

Controller, Melton Franchise Systems, Inc. (Carpinteria, CA), 2003-2004

Melton, a territorial franchisor for janitorial services throughout the

Western United States.

Reporting to CEO, managed accounting department and network operations for

$10M franchisor for Coverall of North America selling janitorial franchises

and janitorial services.

< Streamlined accounting procedures and restructured use of financial

accounting system in order to save 20%

< Directed IT for multiple locations and successfully replaced out-dated

hardware to increase inter-office connectivity

Director of Finance & Administration, Facility Information Systems, Inc.

(Camarillo, CA), 1999-2003

FIS, a leading corporate real estate and facility management software

developer with a government and corporate client base including GSA, US

Department of Commerce, US Navy, US Courts, Ford Motor Company, Cisco,

Intel, Verizon and the Government of Alberta, Canada.

Held CFO/Controller responsibilities and managed HR and MIS functions.

< Facilitated company's growth from startup to established hi-tech firm

while establishing departments for Accounting, Human Resources and MIS

< Managed daily cash flow projecting income and expenses over a forward-

looking six months

< Worked on M&A activities and private stock placements

< Reported to the Board of Directors on a monthly basis

< Worked with landlord to expand office space

Vice President, California National Bank (Los Angeles, CA), 1990-1999

CNB, a $1 Billion commercial bank, specialized in lending for homes in

excess of $1 Million and commercial property throughout Southern California

Reporting to Chief Lending Officer, managed Loan Servicing Department as

well as Network Operations for multiple branch locations throughout

Southern California.

< Saved millions in potential liability through audit of interest

calculations and resulting corrections

< Saved 50% of departmental employee costs by migrating sister company's

loans from custom-built system with long processing times to

standardized service bureau with regular overnight processing

< Bank-wide conversion manager for computer service bureau change

< Identified opportunities for increased efficiency and reorganized

department

< Cross-trained employees in all aspects of loan servicing to increase

effectiveness

< Worked directly with Bank President on sale of loans in secondary

market

< Secretary for the ALCO committee which monitored reserves for under-

performing loans

< Trained employees on use of a PC as well as business productivity

software

Earlier:

< Loan Service Manager, Malaga Bank SSB (Palos Verdes Estates, CA)

< Loan Service Representative, Executive Savings & Loan Assoc. (Marina

del Rey, CA)

Education

California Lutheran University (Thousand Oaks, CA), Masters Degree -

Business Administration, 2007

Brandeis University (Waltham, MA), Bachelor of Arts Degree - Political

Science, 1986

Community Leadership

< Treasurer, Temple Etz Chaim (a non-profit entity), currently serving

< Chairman, Weathersfield Elementary School Site Council

< Chairman, Los Cerritos Middle School Site Council

< Board of Directors, Temple Etz Chaim (a non-profit entity)

< Member, Citizens Oversight Committee for Measure K

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