Manager Sales

finance and operations leader

executive profile

Accomplished manager with a substantiated record of improving profits and

cutting costs through a hands on, detailed-oriented approach complemented

by a recognized leadership role. Leveraged an extensive foundation in

international finance to a senior operational management role of a $30M

division of a $6B privately owned German conglomerate. As business unit

manager of this division, drove business process changes to all facets of

the business (finance, light manufacturing, sales, service, and R&D) to

enable a successful vertical integration with a larger affiliate.

Implemented and directed an extensive enterprise risk management program

which monitored and controlled financial and technical exposures.

Established and enhanced full absorption and standard cost accounting

systems for disparate product lines and services in geographically

dispersed locations. Managed a full conversion from GAAP to IFRS accounting

in 2005-06.

Coordinated all financial aspects of an aggressive international expansion

into the European and Asian industrial automation market following the

initial public offering of same company. Led and executed all IPO &

subsequent reporting for company.

key leadership strengths

Financial Management

> IPO Preparation and Execution SEC Reporting and Compliance Merger

and Acquisitions (Target Identification, Due Diligence, and Subsequent

Integrations or Divestitures) International Statutory Conformance and

Consolidations Budgeting and Forecasting GAAP and SOX Compliance

IFRS Accounting, Financial Statement, and Operational Procedure

Conversions Internal Control and Audit Procedures Tax, Treasury and

Information Technology Functions

Operational Management

> Supply Chain Management including Purchasing, Procurement, Distribution,

and Vendor Management Facility Management (Reorganizations and

Relocations) Manufacturing (Test and Quality Assurance) Product

Modeling

Human Resources Management

> Personnel Function Management Development and Implementation of

Policies, Procedures, and Performance Evaluation Criteria and Metrics

Creation of Incentive Compensation Plans for Service and Sales Functions

Defined Contribution Plan (401K) Initiation, Implementation,

Enhancement and Monitoring

Sales and Service Management

> Initiation of Revenue Enhancement and Cost Reduction / Control Programs

Creation, Implementation, and Monitoring of Formalized Policies and

Procedures to Enhance Quality and Profitability of the Relative

Functions

professional background & achievements

STEC USA, LLC - San

Jose,CA/Cincinnati,OH_______________________________________________________

______

Finance & Business Development Advisor

2009-Present

Financial and operational business development advisor for a start up in

the industrial process automation space.

R.T. PEAK TRAVEL GROUP -San Jose, CA

Chief Financial Officer and Secretary 2007-2009

Executive of a $120M travel management company responsible for supporting

the identification of growth opportunities with respect to new customers

and products.

. Assimilated an acquisition which doubled the company's size and

profitability

. Negotiated a 33% increase in the company's primary revolving credit line

in September 2008

. Streamlined the entire financial tracking and reporting process,

resulting in significant organic growth and profit enhancement. Expanded

employee options on benefit plans program attaining more than 10 percent

cost reduction.

. Developed and implemented a customer profitability profile report which

established metrics for pricing and resources.

VOITH PAPER AUTOMATION, INC. -Los Gatos, CA

Chief Financial Officer and Business Unit General Manager 2003-2007

Business unit general manager and CFO of the US headquarters of a $6B

manufacturing and service conglomerate headquartered in Heidenheim,

Germany. Managed the finance, human resources, facilities, manufacturing,

and external operations including aftermarket U.S. service and sales for

the North American marketplace. Co-managed the R&D and Far East service

functions of the division consisting of 45 employees. Managed the total

conversion to IFRS accounting in 2006. Refined the FP&A processes to align

more effectively with dynamic divisional and corporate product strategies.

. Invented a maintenance service contract program for current customers

producing an incremental annual revenue enhancement of approximately

$700K and yearly net income of $400K.

. Established the positive development of a new innovative product to

provide demonstrated significant differentiation requisite to the long-

term business plan of the unit.

. Executed internal "risk management" program for the sales organization

which effectively identified financial and technical risks on new product

offerings "prior" to the commitment process.

. Developed cost savings and planned enhancement opportunities with respect

to company's 401K defined contribution plan resulting in substantial cost

savings to overall group of 50%.

. Designed a vendor monitoring and performance evaluation program which

yielded a positive 21% purchase price variance contribution against the

prior three years purchases.

. Created a formal "legacy" customer and product evaluation program, which

sustained revenue and profitability for the product line at historic

levels for the past four years despite conflicting competing internal

product offerings.

Vice President of Finance and Controlling 1999-2003

Responsible for all financial and administrative functions of an industrial

process control subsidiary of a $6B manufacturing conglomerate that serves

the hydropower, industrial transportation, industrial services, and paper

industry worldwide. Provided hands-on management to corporate accounting,

human resources, and certain foreign personnel including UK, Sweden,

Germany, and Japan. Performed and supervised the consolidation of four

separate foreign subsidiaries.

. Successfully combined previous processes, procedures, and financial

statements, integrating the preceding public company into newly acquired

private German company. Managed the conversion to IFRS accounting from

GAAP and HBII.

. Established new service compensation plan which generated incremental

revenue of $200K yearly. Conceptualized and implemented new sales

compensation plan based on industry standards and concepts with respect

to new product offerings as related to corporate business plan.

. Improved new product margins by 25% through manufacturing cost reductions

and overhead reductions that resulted in incremental net income exceeding

$1M.

. Designed a comprehensive research and development-monitoring program

including software development and accounting control thereof which

helped focus R&D efforts on current viable product alternatives and

established guidelines for advancement or abandonment.

. Member of the Board of Directors of two subsidiaries and Chairman of the

Board of its UK subsidiary.

earlier career

Corporate Controller / Controller, IMPACT SYSTEMS, INC. -San Jose, CA (MPAC

on NASDAQ - 1987-1998)

Senior Corporate Internal Auditor / Accounting Manager, GOULD INC.

-Cleveland, OH / Santa Clara, CA

education & professional organizations

Bachelor of Science in Business Administration, Major in Accounting /

Finance (cum laude)

The Ohio State University -Columbus, OH

Member, Beta Alpha Psi (Accounting Honorary Fraternity - The Ohio State

University)

Co Founder & Co Chairman - The Silicon Valley Chapter of the Financial

Executive Networking Group (FENG)

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