Scott Simons
**** ***** *****, ***** *****, CA **449, Cell 805-***-****,
********@***.***
CFO with a solid track record of experience in financial operations,
management reporting, planning, customer service and process engineering
with global companies. An innovative team leader with a global focus and
outstanding blend of conceptual, communication and analytical problem
solving skills. Exceptional talent for developing and implementing
strategic plans including business processes, systems design and financial
modeling. Areas of expertise include:
ERP Systems Implementations Banking Relationships Strategic Planning
Budgets & Forecasts Workflow Design Risk Management/SOX
Corporate Restructuring IT Management Treasury Operations
Cost Control Board of Directors Professional Services
FP&A CPA & IRS Audits Corporate Governance
Manufacturing/Distribution Financial Modeling Data Warehousing
Professional Experience
eTools / Myprint /Triton Pacific Capital Partners - Los Angeles, CA
11/2009 - 8/2011
Chief Financial Officer
Responsible for the financial management and treasury operations of private-
equity sponsored custom manufacturing/fulfillment/SaaS company. Myprint is
a provider of electronic and custom print solutions to the insurance,
healthcare and restaurant industries through the company's proprietary SaaS
eTools web portal. Customers include WellPoint, Fiesta Insurance,
International House of Pancakes, Red Robin and One-West Bank.
. Developed product costing model (including billable hourly rate "BHR"
standard costing) and daily gross margin flash reporting for
profitability analysis resulting in 5% - 10% improved in profit
margins.
. Prepared 26-week cash model for managing working capital. Obtained
bank line of credit with First Community Bank in adverse lending
market. Prepared consolidated financials, K-1's and distributions.
. Prepared financial models and budgets to reorganize and transition
company to "asset light" model.
. Managed a $1.6 mil. incremental valuation of software purchase asset
(based on valuation). Managed purchase asset sale/allocation
accounting work for private equity company.
Import Stone Corporation - Van Nuys, CA (Company Sold)
1/2006 - 6/2009
Chief Financial Officer
Responsible for the financial management, strategic planning, management
reporting, accounting, billing, credit/collections of leading international
floor covering and granite slab distributor and retailer. Customers
include Home Depot, Lowe's and Costco. Responsible for 13 warehouses and
12 retail locations.
. Implemented Great Plains ERP system. Developed best practices
operating policies and procedures.
. Developed 13-week cash forecasting model for treasury operations.
Negotiated company's revolver and loan agreements. Obtained increased
line of credit with PNC Bank.
. Renegotiated company's vendor agreements with Home Depot and Lowe's
resulting in 10% greater profitability through improved gross margins
accounts receivable and claims management.
Rubicon Resources, LLC - Los Angeles, CA
1/2003 - 1/2006
Chief Financial Officer/Controller
Responsible for financial operations, strategic planning, financial and
management reporting, accounting, warehouse operations of leading
international food manufacturer and distributor. Customers include Sam's
Club, Wal-Mart, Kroger and Trader Joe's. Company awarded supplier of the
year 2003-06. Responsible for 14 warehouse locations and 4 sales offices.
Company awarded Kroger top supplier for last 4 years.
. Designed, implemented and managed global (Thailand, Singapore, India)
product replenishment, budgeting and forecasting model resulting in
additional inventory turns and lower carrying costs.
. Improved margins by 20% through system reimplementation and upgrades.
. President's award in successful preparation in connection with U.S.
Depart of Commerce anti-dumping defense action. Worked with Barrington
Capital Partners, prepared company for sale.
. Partnered with president to establish new company venture. Collected 3-
year stale big box A/R.
Fiserv, Inc. - XP Systems Corporation - Moorpark, CA
1/2000 - 2/2002
Chief Financial Officer
Responsible for financial and management reporting, strategic planning and
information technology of leading software developer and marketer of
turnkey banking information management and transaction processing solutions
for banks and credit unions. The parent company, Fiserv, Inc. is a publicly
traded, full-service provider of integrated data processing, information
management systems and professional services to the financial industry.
. Developed and implemented the company's best practice management
reporting package and information technology platforms and programs
according to Fiserv executive management.
. Initiated, implemented and managed the company's new MAS 90 financial
system. Realized 10% increase in gross margins through new pricing
strategy development with VP of Sales & Marketing.
. Partnered with the CEO and Sr. VP Sales to develop and implement the
company's 3 and 5 year strategic plans to rewrite company's legacy
product offerings.
Infonet Services Corporation - El Segundo, CA 1/1998 - 1/2000
Director, Finance & Administration
Responsible for financial and management reporting, operating and capital
budgeting, sales forecasting, accounts receivable, credit/collections,
contracts, and MBO program of global provider of telecommunications and
networking solutions to global enterprises. Managed 9 sales office
locations.
1. Developed and implemented domestic and international pricing models for
Frame Relay, IP Network, Internet and Integrated Voice/Data Services
solutions resulting in exceeding profit margins s every quarter.
2. Implemented and managed Oracle ERP financial system upgrade.
3. Grew contribution margins by 20% through improved budget planning,
expense management and design of ROI models to focus on underperforming
capital equipment.
EMI Manufacturing Company - Capitol Records - Los Angeles, CA
1/1989 - 1/1998
Vice President, Financial Services
Responsibilities for financial reporting and planning, billing, accounts
receivable, cash management, banking relationships, customer service,
credit/collections, contracts and vendor programs for worldwide pre-
recorded music manufacturing and distribution company. Managed staff of 50
(including 1 Director and 5 Managers) in 9 branch locations.
. Innovated and implemented vendor partnership programs with mass
merchandisers, specialty retailers and independent sales organizations
(ISO) channels resulting in increased market share, sales and profits.
. Developed and implemented accounting, financial reporting and
distribution policies/procedures, improving accounting close cycle by
10-days. President's award for clean-up of 10-year stale A/R.
. Initiated and managed the selection and implementation with best
practices of the company's ERP enterprise business system (JDEdwards
and Lawson) for manufacturing and distribution.
Other: McDonnell Douglas Computer Manufacturing Company, Int'l Business
Machines (IBM) Corp.
Education
JD (Juris Doctorate) - Tax
Southwestern University School of Law - Los Angeles, CA
Awarded only SEC-Securities & Exchange Commission Internship-Accounting
MBA (Master of Business Administration) - Finance
Pepperdine University Graduate School of Business & Management - Malibu, CA
Magna Cum Laude, Rockwell International Fellowship awarded to the
Outstanding MBA Student
B.S. (Bachelor of Science) - Business Administration - Accounting/Finance
California State University, School of Business, Northridge, CA
Cum Laude, Who's Who Among Students in American Colleges & Universities
Professional
Financial Executives Institute (FEI); Association of Financial Executives
(AFP)
Software Skills/Experience
Oracle, J.D. Edwards, Great Plains, MAS 90/200, Lawson, Hyperion,
QuickBooks, Navision, MS Access