Multilingual Professional with proven success in domestic and international
financial management, including: financial analysis, strategic planning,
and operational efficiency.
SOFTWARE AND ERP IMPLEMENTATION:
> Microsoft Excel, PowerPoint, Word: Expert level - 15+ years
> ERP Software, Oracle, Avante: Advanced - 10+ years
> Finance and Marketing Team Member for Oracle Implementation (The Gates
Rubber Company)
> Business Intelligence Software, Cognos, Hyperion: Advanced level - 5
years
> Microsoft Project: Advanced level - 4 years
> Microsoft Access: Intermediate level - 4 years
> Statistical Analysis Software, @Risk, Crystal Ball: Advanced - 4 years
> MRP Systems: Advanced - 10 years
PROFESSIONAL EXPERIENCE:
Executive Consulting, Multiple Locations
2009-Present
Executive Consultant for Numerous Financial and Operations Focused
Projects.
> Audited the Colorado Department of Revenue's Field Auditing Division to
propose improvements in operational efficiency, employee training and
retention, compensation, and corporate structure. Presented findings to
the Division and members of the Governor's Office with a team of
accounting students from the University of Colorado.
> Created a robust financial reporting structure for a nationally
recognized guitar strap manufacturer and led the turn-around of numerous
unprofitable divisions. Returned company to positive cashflow by
implementing operational and financial controls while steering company
through bankruptcy and fresh start financing.
> Acting CFO for The Resort at Pikes Peak, a start-up ski resort/real
estate development in Colorado Springs. Created and conducted
professional presentations to investors and potential employees
highlighting key aspects of the $100M project while raising initial stage
equity and debt financing.
HPS PRODUCTS, A DIVISION OF MKS INSTRUMENTS (MKSI), Boulder, Colorado
2005-2009
Assistant Controller/Finance Manager for a Revitalized Supplier to the
Global Semiconductor Industry.
> Financial Manager and solution provider for one of the most profitable
divisions of a Global $800M company.
> During my tenure, company has increased revenues by over 40%, primarily
through diversifying into new industries, obtaining new global accounts
(especially Asian), and from my guidance in improving the overall revenue
cycle (from lowering quote lead times to improving product delivery and
increasing customer retention).
> Efficiency specialist who helped usher in new, more efficient processes
while also implementing key aspects of Sarbanes-Oxley (SOX) 404
requirements. Prior to joining firm in 2004, HPS Division had 46 SOX
findings. In 2006, under my direction, division reported zero findings.
> Led a team of five seasoned accounting staffers with new processes and
new responsibilities under SOX. Provided mentoring and support to staff
whose jobs had to be transformed and re-aligned because of SOX
Segregation of Duties requirements.
> Consolidated corporate financials for international operations, FP&A,
analysis for the Board of Directors, CEO, and Division Management.
ROCK BOTTOM RESTAURANTS, INCORPORATED, Louisville, Colorado 2003-2005
Director of Finance (Financial Planning and Analysis) for 100+ Unit, $325M
Annual Revenue, Nationally Recognized Restaurant Company.
> Financial Director and strategic guide during company's financial and
operational turn-around, analyzing operational performance and providing
guidance to executives, key financial and operational metrics to the
Board of Directors, and leadership and insight to department heads and
operational teams.
> During my tenure the company exceeded annual revenue targets and exceeded
profit goals for the first time in its previous 6 years.
> Working with outside investment bankers, high yield debt teams, and
merchant banking teams, led all aspects of financial modeling and
analysis during $125M Senior/Sub debt refinancing.
> Managed company's due diligence process as management explored and
negotiated public debt (step to going public) vs. refinancing and overall
recapitalization of company.
> Managed, coached, and led a team of expert financial analysts (5 MBAs and
one econ undergrad).
SUNRISE MEDICAL, INCORPORATED, Boulder, Colorado 2001-2003
Global Business Unit Controller for Multinational, Market Leading Durable
Medical Equipment Manufacturer.
> Financial lead for $435 million Business Unit, directing day-to-day
financial operations, planning, analysis, and plant performance.
> Financial controller for North American (USA and Mexico) manufacturing
facilities and Global R&D centers including: P&L, resource management,
expense tracking, headcount, budgeting, and capital management.
> Directly supported CEO and CFO with ongoing and ad hoc financial analysis
including: business case preparation and analysis presented to Board of
Directors and acquisition targets.
> Wrote and directed corporate business cases and created corporate
financial models as the financial lead and project champion for 8
successful new product launches.
> Provided financial leadership and support to the CFO during sale of 2 non-
core products to European buyers.
> Financial lead for 2 product/technology acquisitions, one from a European
company and the other domestic.
LEVEL 3 COMMUNICATIONS, INC., Broomfield, Colorado 1999 - 2000
Senior Financial Analyst for Fast-Growing Global Telecom Firm.
> Directed all financial duties within a Global Product Marketing Team as
the Senior Financial Analyst.
> Created financial models, including: economic analysis, market position,
forecast and profitability, allowing Executive Management to analyze key
financial metrics and drivers for corporate efficiency and financial
health.
> Reporting to Executive VP of Company, formulated strategies for reducing
corporate and operational cost while still meeting aggressive sales and
marketing projections.
> Additional responsibilities were: multi-million dollar deal analysis and
negotiation (largest deal worked on was $900 million), financial
reporting, sales forecasting, ROI, DCF, NPV, statistical analysis, and
capital budgeting.
> Partnered with the Senior Product Manager during launch of 2 new telecom
products.
THE GATES RUBBER COMPANY, Denver, Colorado 1993 - 1998
Financial Reporting Supervisor for Multinational Manufacturing Company,
1998
> Directed financial reporting of $1 Billion in annual revenues for an
international manufacturing company as a Supervisor within the Corporate
Finance/Accounting Team.
> Reporting to Sr. VP of Finance, consolidated and analyzed financial
results of weekly and monthly corporate financial reports sent from
Division Controllers.
Marketing Manager, Asia/Pacific Operations, 1993 - 1997
> Led foreign sales and marketing initiatives that exceeded sales
goals by 45% and maintained 35% margins.
> Created marketing plans for 4 new OEM product launches and for 2 new
country launches, India and China.
ACTIVITIES: Proficient in French and Spanish. Avid skier and mountain
biker. Willing to relocate.
EDUCATION: International Masters of Business Administration (MBA), Finance
Specialization,
University of Denver, Denver, Colorado,
1999, Honors
Accounting Coursework at the University
of Colorado to prepare for the CPA exam.
Bachelor of Arts, English, Drury
University, Springfield, Missouri, 1993, Honors Program
References available upon request