Sales Project

Professional Experience

QAD, Inc., Summerland, CA

*/**** ** *******

Senior Financial Analyst

. Global budgeting and forecasting

. Preparation of Board of Directors presentations

. Preparation of Management reporting

. Global headcount analysis

Interlink Electronics, Inc., Camarillo, CA

5/2008 to 8/2009

Senior Financial Analyst

. Designed and maintained financial reporting (P&L, Balance Sheet, Cash

Flow, Budgets and Forecasts)

. Preparation and participation of Senior management and Board of

Directors presentations

. Analysis of operational results vs. plan and forecast and research

deviations

. Responsible for reconciliation of Sales, COGS and Inventory

. Implemented continuous improvements to the reconciliation, close and

reporting processes

. Review and maintenance of allocations for direct, indirect and

overhead expenses

. Data warehousing and data mining

. Preparation and update of Descriptive Memorandums used by outside

investment bankers to market the sale of the two remaining business

units for sale (due diligence fulfillment)

. SEC Reporting in compliance with IFRS

. Stock option administration (FAS123R)

. Calculation of sales commissions

Dole Packaged Foods, Westlake Village, CA

10/2007 to 4/2008

Senior Financial Analyst

. Analysis of revenues, volumes and costs for all product lines

including commentary on variances

. Monthly compilation of global forecasts

. Preparation and participation of Senior management and Board of

Directors presentations

. Weekly cash forecasting

Johnson Controls, Inc., Whittier, CA

7/2005 to 10/2007

Field Business Analyst/Interim Region Controller- West Region (HVAC

Division)

. Coordinate the planning and control of financial results consistent

with operating plan commitments and objectives for each branch through

monthly outlooks, quarterly forecasts and annual budget reviews

. Regular reviews with managers to ensure project profitability and

compliance with revenue recognition policies

. Preparation and participation of Senior management and Board of

Directors presentations

. Analysis of operational results vs. plan and forecast and research

deviation

. Responsible for reconciliation of Sales, COGS and Inventory

. Implemented continuous improvements to the reconciliation, close and

reporting processes

. Review and maintenance of allocations for direct, indirect and

overhead expenses

. Implemented and maintained Sarbanes-Oxley program and controls

. Preparation/review of any journal entries required for the region

. Costing based on percentage of completion of projects

. Regular reviews with Accounts Receivable team to set and achieve

collection targets

. Review/approval of all capital appropriation requests for the region

to ensure investment of company funds are optimized

. Monitoring daily performance of service business to ensure monthly

financial results

. Integrated/converted 2 acquisition companies ledgers (JD Edwards and

Lawson) to Oracle simultaneously

. Served as primary contact for the region for all internal, external

and governmental audits including compliance with FAR and CAS on

several of our larger projects as well as with IFRS

Johnson Controls, Inc., Simi Valley, CA

11/2000 to 7/2005

Senior Financial Analyst-Fire & Security Division

. Helped grow business from $60 million to $275 million in 3 years

. Compilation of monthly consolidated financial package including

commentary on variances for global operation

. Preparation and participation of Senior management and Board of

Directors presentations

. Analysis of operational results vs. plan and forecast and research

deviations

. Managed Information Technology team for division

. Regular review of Sales pipelines and completion of monthly Sales

forecast

. Review/approval of all capital appropriation requests

. Costing based on percentage of completion of projects

. Regular reviews with managers to ensure project profitability and

compliance with revenue recognition policies

. Financial responsibility for Six Sigma process improvement initiatives

. Served as the primary contact for all internal, external and

governmental tax and audit issues (including FAR and CAS and IFRS

compliance) for the business unit. Projects included FAA airport,

Pentagon, global armed forces facilities

. Consolidated several positions resulting in $250K annual labor savings

ATL Products, Inc. (a Quantum Company), Irvine, CA

11/1998 to11/2000

Senior Financial Analyst

. Helped grow business from $60 million to $260 million in 2 years

. Worldwide Financial Statement Consolidations

. Served as the finance contact for Information Technology programs

relating to the improvement and enhancement of the financial reporting

and data warehousing and data mining. One project included

reorganizing cost center reporting from twenty-two to fifty-one,

providing enhanced variance/trend analysis and control of expenditures

on an actual and forecast basis as product lines were added while

automating the financial statement reporting packages

. Facilitated in the reduction of the close cycle from 11 days to 2.5

days

. Facilitated preparation of $225 million combined operational and

capital budgets

. Maintained Fixed Asset and Depreciation files

. Expanded the tracking capability of Costs by product line and changed

from ABC to Standard costing

. Prepared Statutory filings (Business Property Tax Statements, Annual

Reports, Sales Tax, Compilation of Federal and State tax filing

packages). Served as the finance liason with Ernst & Young

. Established International payroll processing procedures and

transitioned to APAC G & A staff

L. Liston & Associates, Inc., Westlake Village, CA

11/1997 to11/1998

Controller

. Financial Statement Preparation for 5 entities

. Maintained General Ledger(s)

. Performed Due Diligence on potential project acquisitions

. Secured Financing for subdivision tract developments

. Cash Flow Forecasting

. Preparation of construction loan draws

. Negotiated and executed subcontracts

. Coordinated installation of network and accounting system to

accommodate growth from two entities to five.

. Instituted policies and procedures for maintaining current and

accurate information in regards to subcontractor contracts,

invoicing, insurance and licensing.

. Established procedures to meet reporting requirements for escrow

company and bank for tracking sales

Apple Electric, Inc., Westlake Village, CA

1993 to 1997

Controller

. Reconstructed two years of past accounting records

. Preparation of Financial Statements

. Maintained General Ledger

. Initiated activity based on costing into the operations

. Installed integrated accounting system that interfaced with

current pricing from suppliers aiding in current and

accurate invoicing and job costing.

. Supervision and scheduling of approximately 25 field employees

J & B Enterprises, Newbury Park, CA

1992 to Present

. Full service financial services including personal, partnership and

corporate taxes and financial services

NCC Construction, Inc., Malibu, CA

1990 to 1993

Controller

. Maintained General Ledger

. Financial Statement Preparation

. Activity based costing (time and material- cost plus)

. Liaison with CPA/Counsel for tax and legal related issues

. Expedited formation and dissolution of corporate entities

. Automated Project Budgeting and job-costing process providing actual

vs. budget review at each billing

Various non career related positions, Pennsylvania /California

7/1985 to 1990

Education

Graduated in July, 1985 from Clarion University of Pennsylvania

Bachelor of Science degree in Computer Information Sciences with additional

concentration in accounting and management

SOFTWARE

Application(s) Place used

Usage/Exposure

Oracle (ver 11i) Johnson Controls (7 yrs)

PeopleSoft Johnson Controls (5 yrs)

Hyperion (Essbase, Retrieve, Planning) Johnson Controls, Dole, QAD

(10 yrs)

Cognos Johnson Controls, Dole

(2 yrs)

JD Edwards Johnson Controls, Dole (2 yrs)

Lawson Johnson Controls (less

than 1 yr)

Microsoft applications

Word, Access, Excel, PowerPoint All positions

(10+ yrs)

Visio, Project Johnson Controls (2-4

yrs)

Sequel Johnson Controls, Interlink (6

yrs)

Macola Interlink (1 yr)

Crystal Reports Johnson Controls, Interlink

(5+ yrs)

Intuit accounting and tax applications J & B Enterprises

(17+ yrs)

Other off the shelf accounting packages J & B Enterprises

varies by product) Intermediate to Advanced Excel user (Pivot tables, V & H Lookups,

Macros, file linkage etc.)

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