Customer Service Manager
Resume:
MARK N. BALES *******@*****.***
Lakewood, Colorado 80227
PROFESSIONAL SUMMARY
JD/MBA with 15 years experience and a very strong blend of
accounting/financial leadership and operational management seeking an
opportunity to contribute to an organization's effectiveness as a senior
financial manager/leader. Bottom line, accountable, Financial
Accountant/Business Analyst with demonstrated ability in developing and
managing financial strategies, policies, objectives, and operating plans
across multiple industries, providing expertise in multiple areas of
finance and accounting, and in building tactical and strategic plans to
meet corporate growth and profitability goals consistent with legal and
regulatory requirements. Ability to build strong teams that meet and
exceed revenue goals, develop quality products, and consistently
meet/exceed customer service expectations. Hallmark of success is my
ability to combine financial accounting and legal education to address both
domestic and international business needs. I use leadership, critical
thinking, natural technical ability, and entrepreneurial spirit to solve
challenges, generate revenue, reduce costs, reallocate resources, and to
develop partnership alliances and customer relationships that beat the
competition in an ever-changing market.
Areas of expertise include:
. Private Equity Experience
. Business / Financial Analysis
. Strategic Planning / Budgeting
. General Ledger / Financial Statements
. Cash / Treasury Management
. Asset Management
. Manufacturing / Cost Accounting
. Domestic / International Sourcing
. Budget Variance Analysis
. Financial / Sales Data Analysis
. Legal and Regulatory Compliance
. Merger and Acquisitions
. Sarbanes Oxley
. Contract Negotiations
. Board Level Comm / Presentation
. Policy / Procedure Development
. Organizational Development
. Restructuring / Turnaround
. Accounting Software Conversion
Education
Master of Business Administration (MBA), 2009 Daniels College of Business,
University of Denver, Denver, CO.
Juris Doctor (JD), 2008 Sturm College of Law, University of Denver, Denver,
CO.
Master of Accountancy (MAcc), 2004 Southern Illinois University,
Carbondale, IL.
. Project: Restructured financial accounting and reporting for federal
and state, grant funded Head Start program
B.A., Political Science, Southern Illinois University, Carbondale, IL.
Certified Public Accountant (CPA) in process, Bar eligible
Licensed Property & Casualty Insurance Agent
PROFESSIONAL EXPErience
APW Wyott/Standex, Cheyenne, WY
2010 - Present
Contract Plant Controller
. Ensure smooth transition in financial leadership of $75M manufacturer
. Analyze manufacturing absorption costing system and make
recommendations
. Month-end close, preparation of plant financial statements
. Prepare annual operating budget
. Adhoc financial and operational reporting
. Document procedures and prepare for full software conversion
Mark Bales, Page 2
Special Products Co. (SpeeCo), Golden, CO
2007 - 2009
Controller
. Restructured financial reporting to new Private Equity owners
. Manage all accounting & prepare monthly financials for $80M, ISO
1901:2000 registered manufacturer / importer
. Full monthly GL preparation, analysis, and reporting to Board of
Directors and operational personnel
. Manufacturing cost analysis / accounting
. Treasury/Cash Management
. Created and maintain a revenue and cost EBITDA bridge to offset
unexpected 30% cost increase
. Financial audit preparation and coordination with both regional and
Big Four accounting firms to include drafting Audit Report and
Footnotes
. Prepare merger and acquisition due diligence and Rep's and Warranties
as Target and Bidder company
. Acquisition integration into accounting and inventory systems
. Analyze/assess internal control structures, implement corrective
policies and procedures, and document
Hired in new position to help prepare company for sale/acquisition.
Assisted in managing growth in one year from $63M to $80M while completing
successful merger and assessing potential acquisitions. EBITDA is
exceeding budgetary expectations despite significant cost increases.
Rocky Mountain Surgery Center, LLC, Englewood, CO
2006 - 2007
Controller/Business Manager
. Manage all business aspects of multi-specialty Ambulatory Surgery
Center (ASC) with $30M in annual gross revenue
. Responsible for all budget and accounting (GL) responsibilities to
include billing, AR/AP, insurance verification, bank reconciliations,
etc.
. Prepare and analyze month-end closing documents and review financial
statements prior to presentation to the Board of Directors and
ownership group
. Manage ten direct reports in Business Office and handle all Human
Resources and Benefits Administration for sixty plus employees
. Successfully converted medical management and payroll software
packages
Used ability to calm and focus turbulent business operations to transform
business office with high turnover into highly functioning and efficient
operation. Led center to its first $1M collections month, and reduced
aging AR by over $50,000 in the first six weeks. Improved moral and
established smooth, efficient work flow in the Business Office.
University of Denver, Denver, CO.
2004 - 2006
Budget & Quality Measures Analyst
. All budget and accounting (GL) responsibilities for Department of
Human Resources - 2600 benefited employees, over 6,000 total employees
. Manage $32M University Benefits Budgets to include all health and core
insurance, Flexible Spending Accounts (FSA's), and retirement benefits
Ability to instill vision to achieve department goals and surpass
expectations while maintaining quality and customer service integrity.
Demonstrated success in creating and implementing strategic plans, setting
and administering budgets, and developing improved processes to meet short
and long-term objectives. Reduced $100K of write-offs by reconciling
employee payroll deductions with vendor billing statements.
Southern Illinois University, Carbondale, IL.
2002 - 2004
Accountant
As an Accountant, developed, allocated, implemented, and reported an annual
$5M operating budget for an organization, used extensive knowledge of Excel
to create a unique series of spreadsheets to track, investigate, and
analyze budget variances. Used an accounting system to compile and report
budgetary and financial information to Executives. Created a novel payroll
tracking system to ensure payment to over 150 employees and reconciled
reports related to Accounts Payable to include PCard credit card purchasing
system.
Mark Bales, Page 3
LOBA, Inc., Pine CO.
1994 - 2001
Controller / Business Operations Manager
Controller / Operations Manager for an entrepreneurial startup. Tasked
with responsibilities of Controller and Operations Manager for an
entrepreneurial startup - restaurant & bowling alley. Developed a
successful business plan, analyzed financial and sales data,
prepared/analyzed financial statements, cash flow projections, bank
reconciliations; calculated timely payment of employment and sales tax,
audited daily sales records, and completed purchasing/inventory
reconciliation and P&L statements. Became profitable in 1-year and
expanded the operation in a 3-year construction/renovation project,
coordinating with architects, contractors, state and county permitting
officials.
SELECTED KEY ACCOMPLISHMENTS
o Utilized comprehensive knowledge of budgetary and accounting
principles to create innovative process for streamlining financial
accounting and reconciliation of department operating budgets for
University of Denver. Result: Successfully transformed antiquated
and ineffective accounting system into substantially accurate and
precise financial resource utilized by University executives.
Accounting practices now comply with the newly adopted "Best
Practices" as outlined by Sarbanes-Oxley and adopted by University
Board.
o Researched a union contract and consulted with management regarding
options during a major disagreement among senior union employees as to
appropriate vacation bidding and vacation relief schedules.
Implemented a seldom-used clause in the contract that allowed the
company to completely reschedule all union shifts, redesigned the
schedule to better fit the needs of the operation, and put it out to
bid on a seniority basis. Result: Addressed and solved union
members' concerns about the equity of vacation assignments, and
vacation relief schedules. The operation gained a more fluid
scheduling process with better coverage. Ultimately, company was able
to eliminate one FTE thus reducing labor costs.
o Played a key roll in restructuring the data collection and compilation
process for the Division of Business and Financial Affairs. It uses a
Balanced Scorecard method of reporting annual financial information as
it relates to the overall operations of the University. Evaluated the
collection and compilation process and spoke to all of the individuals
who were responsible for providing information. Prepared one master
copy of the presentation then coordinated and scheduled individuals to
input their information directly into the master. Result: Completed
the project in three weeks as opposed to two months and the process
now allows all key people to make a direct contribution to the
finished product.
o Owned two legal, non-conforming commercial buildings that were not
generating enough revenue to cover the cost of their maintenance.
Conceptualized a better use for the property, wrote a business plan,
and secured $1.5M in funding. Engaged in comprehensive coordination
with county and state regulatory and permitting authorities,
architects, engineers, and contractors. Result: Provided a much
needed community entertainment facility where there was no other
indoor recreation facility within a thirty-mile radius.
TECHNICAL SKILLS
Microsoft Windows XP, Microsoft Office (with extensive Excel experience),
MAS 90/200, FRX Forecaster, Banner, Oracle, Great Plains, Qantel,
QuickBooks Pro, Quicken, Lexis/Nexis, Westlaw, CCH, RIA Checkpoint, and
Dragon NaturallySpeaking. Fluent with PC's, known for the ability to
quickly learn software applications with the ability to develop tools to
meet business requirements.
PROFESSIONAL AFFILIATIONS
Platte Canyon Area Chamber of Commerce Board of Directors 1999 - 2000
Evergreen Fire Protection District Volunteer Firefighter 1993 - 1995
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