Sales Human Resources

Profile

> Entrepreneurial executive with **+ years of C-level experience in

operations, finance, and sales.

> Managed daily operations, contracts, accounts receivables, accounts

payables, profit & loss, human resources, customer service, marketing

& sales, information technology, quality assurance, corporate

relationships, insurance and bonding, and strategic planning and

execution.

> Highly successful at turn-around and growth activities including

acquisition evaluations, cash flow management, credit line

negotiations, reforming organizational structure, compensation

arrangements, and manipulating debt.

> Skilled in evaluation of current practices, generating innovative

solutions, and implementing sustainable process improvement

initiatives for increased revenues and profit margins.

> Experienced in skill transfer across industries such as automotive,

construction, real estate, dry-cleaning, manufacturing, and logistics.

Credentials

Trained Six Sigma Black Belt, Exam Candidate October 2011

M.B.A, Northeastern University - Boston, MA

May 2004

Executive MBA program with focus on strategy, finance, and

organizational change.

B.S.B.A, Northeastern University - Boston, MA March 2003

Major: Finance, Concentration: Business Management

Magna Cum Laude: 3.7 GPA (completed in fifteen months)

Experience

11/10-Current: CFO/Controller, Start-up Oil & Gas Equipment Manufacturer

Houston, TX

Start-up oil and gas manufacturer acquired by another company

. Established accounting and information system infrastructure

. Implemented Great Plains MRP system and paperless office environment

. Mentored and trained executive and management staff on lean six sigma

collaborative teams, root cause DMAIC analysis, and tool sets

. Negotiated health and benefit packages

. Onboarded staff of over 200

. Modeled and contributed to strategic business plans

. Acquired secondary manufacturing facility

11/08-5/10: CFO/Interim VP Operations, Reverse Logistics/Light

Manufacturer Houston, TX

Reverse Logistics / Light Manufacturing company completing a private

equity buyout

. Restructured plant operations and enhanced complex,

consignment/perpetual inventory systems and methodologies, increased

productivity over 80% for light manufacturing component.

. Managed all aspects of accounting including; G/L, A/P, A/R,

Collections, Credit, payroll, information systems, HR, inventory

control, equipment financing, variance analysis, sourcing capital, and

merger& acquisitions.

. Mentored and trained management staff on lean six sigma collaborative

teams, root cause DMAIC analysis, and tool sets.

. Designed and implemented software systems for point of sale

transactions, customer resource management (CRM), inventory control,

inventory/sales analysis, operations routing and reporting, job

costing, estimating, order fulfillment, and document control.

. Established metrics and standard operating procedures (SOP's) for

entire company.

. Conducted competitive research and performed market and profitability

analyses to make decisions about quality, pricing, service,

convenience offerings, market share, and account management.

. Led turn-around change management, work flow analysis, and

restructuring.

. MBO/LBO/VC Conducted all due diligence, drafted prospectus/business

plan for submission to Venture Capital investors; including pro forma,

business valuation, strategic positioning, and evaluation of potential

acquisitions for growth opportunities.

. Reduced health care and insurance expenditures by over 30% utilizing a

trust.

. Restructed sales compensation to improve effectiveness, incorporate

market minimums, and reduce cost by over 20%.

. Restructured executive compensation to align corporate objectives to

performance, yielding a 20% revenue growth rate, in a down economy,

within a year time period.

. Negotiated doubling of credit facilities with vendors.

11/07-11/08: Chief Financial Officer, Electrical Contractor Corona, CA

Public works electrical contractor attempting a management buyout

(MBO/LBO)

. Responsible for all aspects of accounting including; G/L, A/P, A/R,

Collections, payroll, information systems, Human Resources, inventory

control, equipment financing, and variance analysis.

. Conducted process review and systems analysis utilizing six sigma

methodologies to

o Develop and realize process improvements, including an

estimation process review utilizing activity based job costing;

o Transition the organization to Voice-Over-Internet Protocol

telephone system for enhanced functionality;

o Designed, configured, and implemented a new computer system to

convert from a manufacturing system to a construction system

with appropriate features and controls, including new hardware

and software.

. Instituted internal controls and GAAP accounting procedures throughout

the financial departments. Closed year-end 2007, conducted CPA review

and union audit, negotiated with insurance and bonding agents. Recast

previous 2 years financials.

. Conducted all due diligence, drafted prospectus/business plan for

submission to Venture Capital investors; including pro forma, business

valuation, strategic positioning, and evaluation of potential

acquisitions for growth opportunities.

. Designed, wrote, and put into practice an employee handbook to govern

compensation incentives and human resource management for a unionized

workforce containing multiple union locals and administrative staff.

. Established cash management and costing programs.

. Responsible for project cost controls; work in process reporting and

preparation of financial statements.

1/07-11/07: Consultant Southern, CA

Independent contractor working throughout various industries

. Conducted process improvement analysis for mega-dealer encompassing

workflow, internal controls, accounting techniques, and reporting.

Resulting in annual savings of more than $2 million.

. Established financial department for start-up landscape contractor;

including conversion from QuickBooks to Maxwell Systems.

. Closed year-end for oil & transportation companies, conducted CPA

review, managed transition to new bank, reconciled all accounts,

resolved and collected over 1000 transactions that were in arrears for

more than 2 years.

3/05-1-07: Chief Financial Officer, Stauffer's Landscape Redlands, CA

Top 10 tract-home landscape installation company with revenue growth of

70% ('05) and 35% ('06).

. Delivered monthly financial statements with review, analysis, and

interpretation of results

. Developed departmental budgets, forecasts, and job costing

. Defined compensation programs with salaries, commissions, bonuses,

owner distributions, and metrics

. Reduced insurance expenditures by over $1 mil

. Facilitated commercial refinancing and delinquent account

reorganization

. Hired and trained office staff, direct reports and senior management

on financial report analysis, industry benchmarking, and best

practices

. Initiated and implemented information technology for

o A paperless, digital office

o A financial accounting system with internal controls

o A cash management monitoring system for accounts payable and

receivables/billing

. Delineated target markets, competitive advantage, pricing plan, and

revenue goals

. Established a Project Management Office

. Accountable for Human Resources and in-house payroll department with

over 500 employees, including the 401k program

. Negotiated and managed client contracts, vendor contracts, financing,

bonding, and insurance

. Provided required regulatory reporting for taxes, compensation,

insurance, withholdings, and 1099s

. Directed general ledger review, CPA review, asset, 401k, HR, I9, and

IRS audits.

6/03 - 5/04: Finance Sales Director, Herb Chambers Auto Group Boston, MA

Transferred other industry best practices and established departmental

procedures to exceed corporate objectives. Awarded recognition of

achievement for most improved sales department.

. Conducted competitive research and performed market and profitability

analysis to make decisions regarding quality, pricing, service, and

portfolio objectives.

. Structured and negotiated contracts with lending institutions while

managing to department and portfolio targets. Increased and

maintained profitability to over 40% for department.

. Audited accounting financials and resolved discrepancies. Developed

business plans, forecasts, trend analysis, and benchmarking

initiatives.

. Mentored managers and staff on best business practices. Implemented

policies to set standards, increase sales effectiveness, and reduce

errors.

11/94 - 5/03: Vice President, Operations, EZ Way Cleaners Milford, MA

Setup and managed all aspects of operations for 1 production plant, 2

stores, and 6 kiosks; increased sales by 120%. Solicited, negotiated,

and managed corporate accounts.

. Restructured plant operations and instituted Just In Time inventory

methodology. Established Policies and Procedures. Reduced turn

around time processing from 5 days to 1 day and eliminated 4

positions.

. Designed and implemented computer system for point of sale

transactions, customer tracking, marketing, inventory control, and

general reporting. Utilized data to save 15% by reducing shrinkage

and increasing repetitive turns.

. Conducted competitive research and performed market and profitability

analysis to make decisions about quality, pricing, service,

convenience offerings, and accounts. Developed targeted marketing

programs. Tracked costs and gains to measure success and adjust

future promotions.

1991 - 1994: Supervisor, United Parcel Service Shrewsbury, MA

Managed the facilities largest sorting and distribution operations with

10 docks and 20 union workers. Achieved the highest facility production

rate. Implemented hazardous materials program for entire facility.

Technical Experience

Microsoft Office Suite MAS 90/200 QuickBooks

American Contractor Timberline Petroleum Data

Systems

Maxwell Systems Reynolds & Reynolds Visio

AccountMate Infotrac ClickBase

Great Plains

Affiliations

Society for Human Resource Management

Institute of Certified Management Accountants

American Society for Quality

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