Management Engineer

VP FINANCE/CONTROLLER

Entrepreneurial senior level executive with corporate accounting and

management experience. Hands-on manager with accounting systems

development, fiscal management and financial reporting. CA/MBA with a

proven record of developing and implementing financial and operational

controls that improve P&L scenario and the bottom-line. Areas of expertise

in:

( Financial & strategic planning ( P&L management

( Cash-flow management & modeling ( Audit & compliance

( Merger & acquisition negotiations ( Operating & working

capital

( Budget development & management ( IT Initiatives &

Deployment

Cross-industry experience creating and increasing productivity, efficiency,

and profitability. Consistently employ an energized, can-do management

style utilizing financial analysis skills, organizational abilities,

vision, and tenacity.

Advanced knowledge of MS Office, Project, Visio, SharePoint and integrated

financial and manufacturing systems including: Oracle eBusiness Suite,

Peoplesoft, GP Dynamics, Epicor/FRx, SalesForce & Quickbooks.

PROFESSIONAL EXPERIENCE

Capario, Inc., Santa Ana, California

1/2009 - present

Corporate Controller

Provide versatile leadership for industry-leading healthcare IT

clearinghouse with 140 employees and $40 million in revenues. Responsible

for all aspects of the accounting/finance function, including Managerial

and Financial reporting, Revenue trend reporting, cash management, banking

relations, credit management, audit/tax, budgets and forecasts. Manage

staff of 12 in general accounting, AR, AP, billing, payroll, treasury,

contracts administration and finance information systems.

Key Achievements:

> Analyze/interpret financial results, budgets vs actual, forecasts to

executive management and directors within 5 business days

> Manage the transition of acquisitions by integrating processes, staff,

systems and bring it to operational state within 30 days; Perform due-

diligence on future acquisitions.

> Manage the year-end financial audit/tax with outside auditors and tax

firm without any audit exceptions

> Negotiate a long term loan and a working capital revolver line with a

commercial bank to payoff investment by private equity partners

> Implement cash management system to automate ACH/Credit Card (PCI

compliant), Lockbox process resulting in 20% employee time savings

> Achieved balance sheet credibility through establishing accounting

policies, procedures and internal controls

> Migrate legacy systems to proprietary Oracle UBS for 5,500 customers

and re-engineer to reduce billing close cycle from 15 to 3 days to

increase cash flow by 30%

> Manage/implement Epicor enterprise financials 7.4 upgrade within

budget & time to optimize system performance by 50% and enhanced

application functionality

PMCI Healthcare, Cerritos, California

8/2002 - 11/2008

VP Finance and Administration

Accountable for the integrity of financial information for a healthcare

management company with $30 million in revenues. Recruited and trained

staff and upgraded financial and administrative infrastructure to support

acquisitions and 20% annual growth. Responsibilities include financial

reporting, budgeting, forecasting, financial planning and analysis, tax

compliance and business metrics reporting. Manage and direct staff of 10 in

AR, AP, Payroll, treasury, general accounting and information systems.

Key Achievements:

> Developed and authored business and financial plan for multiple

business entities. Distinction of achieving the compounded annual

growth rate of 20%, 4 successive years.

> Developed compensation & benefits package to attract talented

individuals. Wrote employee manual to describe company HR policies,

procedures and benefits.

> Recruited 80% of 85 company employees. Extended contribution by

devising an incentive plan for controlling the employee attrition;

reduced the attrition rate from 35% to 10%.

> Advise senior management on all tax matters, contracts with companies

regarding strategic partnerships.

> Implemented the first annual budget. Orchestrated budget process with

all departments and senior management concluding in the presentation

of a final budget approved by the CEO. Implemented monthly forecasting

of financial results versus the budget.

> Manage/Implement paperless clinical systems including HCFA-1500 claims

submission, EMR, lab results, external patient reporting portal and

automate the operations/processes to increase efficiency and reduce

operating costs

Oracle Corporation, Consulting Manager, Irvine, California, 2/1999 - 7/2002

CSC Corporation, Principal Consultant, Irvine, California, 1/1996 - 12/1998

Independent Consultant, Irvine, California, 1/1993 - 12/1995

Perform project management and consulting engagements for fortune 500

clients in healthcare, hi-tech manufacturing, entertainment, consumer

electronics, automotive, telecom, education industries. Implement Oracle

ERP and Business Intelligence/Datawarehouse full life-cycle projects.

Manage projects ranging from $2 million to $5 million with a staff of 7 to

20 professionals.

Key Achievements:

> Expertise in managing small to medium scale projects, consistently

delivering results within time and budget constraints in diverse

environments

> Reduced monthly closing of financial results from 20 to 5 days by

implementing a global rollout of enterprise wide financial systems.

> Re-engineer/improve critical processes which resulted in increased

productivity by 25%

> Instrumental in implementing information security management, incident

management, and workflow systems.

> Establish, implement and test enterprise financial systems and

internal controls required under Sarbanes-Oxley 404

Fortune 500 Clients: Scantron, Sony, Western Digital, 3Com, Dell, SunMicro

Systems, Quantum (high- tech), DTS, Technicolor (entertainment), Nextel,

Bellsouth (telecom), Cummins, Federal Mogul (automotive), Blue-Cross,

Healthnet (healthcare), Chicago Public Schools (education)

LA Manufacturing & Distribution, Commerce, California

2/1986 - 12/1992

Controller/Auditor

Accountable for financial results of this privately held combined $170

million dollar diversified manufacturing & distribution company with 4

manufacturing plants and 12 warehouses in 4 states. Managed 5 direct

reports and 15 indirect that included the following areas: financial

reporting, general accounting, cost and inventory control, payroll,

treasury & banking, credit & collection, insurance & benefit

administration, risk management and information systems.

Key Achievements:

> Creation of an enterprise wide technology system by implementing

$3mil Oracle/Peoplesoft system to centralize operations and

streamline processes. Reduced monthly closing from 14 to 3 days

> Designed and implemented an annual budget process that supported a

3-year plan to measure profitability and growth

> Developed and implemented departmental policies and procedures in

accordance with GAAP to efficiently operate the business, while

protecting corporate assets

> Public accounting: Diverse industries audit track record of multi-

million dollar clients engaged in manufacturing/distribution,

consumer products, and real estate industries.

Education, Certification and Training

Education:

MBA, Finance & Technology Management, University of Washington, 1995

Chartered Accountant; BA in Accounting

Certification/Training:

HIPPA Privacy & Security Certification, 2009

Sarbanes-Oxley Training, 2006, Sox Institute

Project Management (in process of obtaining PMI Certification)

Oracle Certification, Oracle e-Business Suite (R11i, R12)

Member, The Datawarehouse Institute

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