KENNETH J. PURFEY, FCPA, CFS, CMA, CPA
**** ********* ***., **** *, San Jose, CA 95125
Cell: 408-***-**** ( Office 408-***-**** ( E-mail:
abi5g2@r.postjobfree.com
Re: Director of Finance Position
Dear Sir;
As a solutions-focused professional with a comprehensive management
background in finance and accounting, I am exploring available positions
within your organization. I am a highly experienced professional with
documented contributions in the Technology Manufacturing Industry, and I am
confident I will be a valuable asset to your team.
I have continuously demonstrated exceptional strategic planning
capabilities with a focus on implementing process improvements, developing
targeted plans, and delivering results within timelines and delivery dates.
Highlights of my qualifications include:
. Turned around a troubled technology manufacturing company by improving
operational efficiency, cutting costs, reducing staff and satellite
locations, integrating key SOX/COSO Controls, and negotiating new
major contracts. This includes international manufacturing operations
in Shanghai, China and implementation of FCPA policies and procedures
at that location.
. Significant M&A execution and integration experience, which includes
consummation of 72 M&A deals totaling over $15 B in the last 20-years.
Published author on the topic.
. Significant experience raising debt and managing lenders, including
raising over $50 MM with Chase bank, $40 MM from other banks + $100 MM
Project Financing
. Exertive background in scientific and technical instruments, computer
hardware, telecom, and networking equipment.
. BS, MBA, CPA, CFS, CMA, FCPA + AICPA "Hall of Fame" Credentials
. US Citizen living in San Jose
But it's not just about the numbers. It's about the strength of the
organization, the talent and commitment of the employees, the value of the
relationships, and the long-term success of the organization. To that end,
I have:
. Trained, mentored and motivated teams of top-performing personnel that
have far exceeded company goals and expectations.
. Built extensive networks and key relationships, establishing a
reputation for integrity, problem solving abilities, work ethic and
analytical skills.
. Championed development of best practices, delivering consistent gains
in productivity, quality and bottom-line profitability.
I feel certain my strong initiative and commitment to excellence, coupled
with my solid management background will be of immediate value to your
organization. Thank you for your time and consideration and I look forward
to your response. I hope to learn more about your organization's plans and
goals and how I can contribute to its success.
Sincerely,
Kenneth J. Purfey, FCPA, CFS, CMA, CPA
Enclosure
KENNETH J. PURFEY, FCPA, CFS, CMA, CPA
1185 Minnesota Ave., Unit E, San Jose, CA 95125
Cell: 408-***-**** ( Office 408-***-**** ( E-mail:
abi5g2@r.postjobfree.com
VP / FINANCIAL OFFICER
Solutions-focused team leader with a comprehensive management background in
finance and accounting, specializing in the Technology Manufacturing
Industry. Proficiently defines, develops and implements strategic programs
to maximize productivity, efficiency and profitability. Effective
communicator and liaison, known for building strategic partnerships and
alliances. Highly versatile; quickly masters new roles, responsibilities,
technologies and environments. Reputation for integrity, work ethic and
analytical skills. Areas of expertise include:
Cross-Functional Team Leadership ( Strategic Planning ( Turnarounds ( SOX
Compliance
Mergers & Acquisitions ( Process Improvements ( Corporate Governance (
Audit Procedures
Accounting & Finance ( Due Diligence ( Treasury/Fraud ( SEC Reporting (
Problem Solving
- KEY AWARDS -
. Nominated 2009 Financial Executives International "Hall of Fame" -
Business & Industry.
. Inducted 2001 AICPA National "Hall of Fame" - Business & Industry (from
600,000 CPAs).
. AICPA National Finalist: "CPA of the Year."
- PROFESSIONAL EXPERIENCE -
BLOCK SHIELD INC., Sunnyvale, CA (2008-2010)
Chief Financial Officer
Applied strategic planning, prioritization and Turnaround financial
management skills toward consistently achieving key organizational goals
while maintaining high quality standards. Maintained full accountability
for managing all aspects of day-to-day financial operations, with an
emphasis on evaluating and assessing hardware manufacturing operations,
cost reduction and restructuring the entire accounting function, HR
function, and PR function. Streamlined Chinese Manufacturing facilities and
implemented FCPA policies and procedures.
. Improved operational efficiency and profitability by reducing staff
and satellite locations, integrating key SOX Controls, and negotiating
new major contracts.
. Collaborated with Big-4 Auditors, corrected financial reports and
successfully relisted company within 3 weeks.
SOA (Sarbanes-Oxley Assessment) PROJECTS INC., San Jose, CA (2002-2008)
Partner and Project Manager
Directed the development and installation of Sarbanes-Oxley compliance
policies and procedures, including Sections 302, 404, and 906 reporting
requirements. Prioritized, planned and coordinated multiple projects to
maximize efficiency and achieve critical timelines. Played a key role as a
Subject Matter Expert on matters involving all 5 COSO Segments of Control
Environment, Activities, Risk Assessment, Information & Monitoring.
. Appointed to serve as an AICPA National Spokesperson for SOX, Audit
Committee Responsibilities, and Corporate Governance.
. Authored and submitted articles published in various publications on
SOA related issues.
. Installed SOX / COSO at 40 High-tech, Biotech, and Internet companies,
with full accountability for APB25, FAS123R stock option analysis,
FIN44, FAS144, Anti-Fraudulent Financial Reporting, stock option
backdating fraud remediation, tax, and other interpretive analysis and
reports.
IVALUEHUB INC., Scotts Valley, CA (2000-2002)
Chief Financial Officer
Director - Board of Directors, Executive Committee Member, and Compensation
Committee
Served as the CFO for a multi-faceted $190MM E-commerce Enabling and IT
Services Internet Company. Led a cross-functional team comprised of the
COO, CTO, Chief Scientist, Sales, and General Counsel, with responsibility
for revenues, profit and loss, and reporting. Spearheaded Board of
Directors meetings, Corporate Governance (including all Sections of
Sarbanes-Oxley Internal Controls), investor relations, and short and long-
term business strategies.
-Continued-
KENNETH J. PURFEY, FCPA, CFS, CMA, CPA ( Page 2 ( abi5g2@r.postjobfree.com
IVALUEHUB INC., Scotts Valley, CA (2000-2002) - Continued
. Played a key role in expanding operations from 17 employees to 62
employees and increasing profitability from $29 Million to $190
Million in only 3 years.
. Managed the complete preparation for IPO, including screening and
selecting Big 5 Auditors (PWC), Attorneys, Public Relations firm,
Stock Transfer Agents, and Investment Bankers.
. Prepared and delivered engaging and informative presentations to
dozens of Wall Street Venture Capitalists, bankers, and shareholders.
. Interviewed by and published in the Wall Street Reporter.
. Gave the keynote presentation in Taiwan, China 2000, High-Tech VC
Conference.
+ 15-Yrs additional experience as the CFO, EVP, VP-Fin., VP-M&A,
Controller, and / or Audit Mgr of Infrastructure Defense, Inc.,Certified
International Solutions, Inc., Energy Technologyies Corp., and Equitable
Resources Inc.
- TEACHING EXPERIENCE -
Adjunct Professor of Finance - Robert Morris University
Adjunct Professor of International Business Finance - Point Park College
Adjunct Professor of Accounting - Louisiana State University system at New
Orleans
- EDUCATION -
MBA, Finance, Magna Cum Laude - YOUNGSTOWN STATE UNIVERSITY, Youngstown, OH
Bachelor of Engineering, Electrical, Dean's List - YOUNGSTOWN STATE
UNIVERSITY, Youngstown, OH
- PROFESSIONAL TRAINING -
Strategic Planning Certification - THE WHARTON SCHOOL, Univ. of
Pennsylvania
Financial Management Program Certification - STANFORD UNIVERSITY, Stanford,
CA
- PROFESSIONAL CERTIFICATIONS -
Forensic Certified Public Accountant (FCPA); Certified Fraud Specialist
(CFS);
Certified Management Accountant (CMA); Certified Public Accountant (CPA)
- SOFTWARE SKILLS -
Excel, Peachtree, Quick Books, WordPerfect, MS Office, PowerPoint, Outlook,
Cyber Security qualified, LAN/WAN
- PUBLICATIONS & PRESENTATIONS -
Published Author, "The Art of Mergers & Acquisitions", Handbook of
Financial Technology, CRC Press 1998
Sarbanes-Oxley - AICPA National Spokesman, Instructor, Speaker, and
Published Author on Audit Committee Responsibilities After Sarbanes-Oxley
- ACTIVITIES & AFFILIATIONS -
Expert Witness - Selected by the SEC to be an Expert Witness in the 101
count indictment and $13 Billion lawsuit against the former executives of
Fannie Mae - Washington DC 2007 ; for excellence in Corporate Governance
Board of Trustees - Robert Morris University
President and Founding Father - The ERI Educational Foundation
Treasurer and Founding Father - The ASPIRE Foundation
Board of Directors and VP - The Association for Corporate Growth
Board of Directors and VP - The Economic Club of Pittsburgh
Board of Directors - Financial Executives International