WILLIAM D. LYONS, CPA
Aliso Viejo, CA ***** abmbjx@r.postjobfree.com
949-***-**** www.linkedin.com/in/wlyonscpa
SUMMARY
Controller/Director of Accounting with extensive experience in the daily
management of accounting department. Recognized as a leader that
continually goes above job requirements to seek new ways to streamline and
automate operations. Excellent financial, managerial, analytical and
communication skills. Core expertise in:
General Accounting / AR / AP / PR Budgeting/Financial Modeling
Financial Statement Preparation / GAAP / Sox Compliance
SEC Staff Development / Training
Systems Integration
PROFESSIONAL EXPERIENCE
GRUBB & ELLIS COMPANY, Santa Ana, CA 1997 - 2010
National real estate brokerage and management company
Director of Accounting, Santa Ana, CA (2008 - 2010)
Accounting Manager, Chicago, IL (1997 - 2008)
Directed a team of six managers and accountants, with a total staff of 20,
in all brokerage functions for 50+ field offices including general ledger,
accounts payable, accounts receivable, treasury, budgeting and financial
reporting.
. Led conversion project to move AP function to an outside service
provider, including vendor notification, field office training and error
corrections. Change saved over $2M annually in processing costs and
increased payment time of vendors by 20 days.
. Following reverse merger, moved from Chicago to CA and recruited and
trained new team in 3 months with no letdown of services to the field
offices.
. Partnered with Financial Reporting Manager to provide information for SEC
filings for new equity offerings, bank agreements and a variety of
filings.
. Worked closely with Treasury in managing cash position during difficult
economic periods.
. Directed budget preparation and upload to the general ledger for real
estate entities as well as new Investment Management Division.
Successfully converted division to Lawson in 3 months saving well over
$0.5M in software maintenance costs alone. Trained new staff in use of
the system including general accounting and report writing.
. Led conversion and upgrades of Lawson General Ledger. Developed
reporting package for all 50+ branches to run and print their own
statements, saving numerous hours and over $500K per year.
. Performed monthly analysis and review of all balance sheet and income
statement reconciliations to ensure timeliness and accuracy of financial
statements.
. Primary liaison with both internal and external audits to ensure company
was in compliance with all applicable procedures and rules.
. Developed and streamlined procedures, reducing month-end close from 10
days to 6.
IPC / LEVY, LTD, Elgin, IL 1991 - 1997
$10M auction and appraisal firm
VP, Finance/ Controller
Directed all Accounting, Treasury and Advertising functions and supervised
a staff of 4.
. Implemented new 401(k) Plan and Group insurance contract that saved
company $150K annually.
. Developed and implemented integrated database for appraisal/auction
information using MS Access, which allowed staff online, real-time access
to equipment research, saving dozens of hours monthly.
VP, Finance / Controller, IPC / LEVY, LTD (continued)
. Developed bank relationships for a $5M line of credit allowing the
company to double their existing operations and begin a new line of
business, resulting in a 30% increase in EBITDA.
Negotiated national temporary service contract which saved the 35% on
labor costs.
. Directed all accounting for 3 real estate joint partnerships that
included 10 properties and 30 tenants.
LYONS CONSULTING, Chicago, IL 1990 - 1991
Independent financial consulting firm
Owner
Developed financial systems and controls for multiple clients, with an
emphasis on procedure enhancement, internal control and efficiency.
. Designed and implemented an international hedging system for Motorola
Corporate Treasury and an automated trade billing system for The
Midwest Stock Exchange. Both systems increased timeliness of trade
data being recorded in the general ledger and improved cash
management.
. Completed system conversions to JD Edwards and Oracle for two clients.
Ensured both manual and system controls for data accuracy and cut 4
days off the closing process.
SEARS MORTGAGE CORPORATION, Riverwoods, IL 1984 - 1990
National mortgage brokerage
Accounting Manager
Managed all accounting functions including general ledger, payroll,
management and financial reporting and treasury. Supervised a staff of 4
supervisors and 24 clerical employees.
. Wrote a significant number of dBase programs to process and improve
efficiency of data capture into the accounting and treasury
applications, saving days off the close process and over $1M in lost
interest over a 2-year period.
. Led acquisition team of six in analyzing master servicing functions in
San Francisco firm. Streamlined operations and planned merger with
Chicago office 3 months ahead of schedule.
. Oversaw accounting implications of a system integration project to tie
all operating, servicing, and accounting systems into a single-multi-
user database. Project saved the company over $450K during the first
few years of operation in manpower and other efficiencies.
JEWEL COMPANIES, INC., Chicago, IL 1982 - 1984
Retail, manufacturing and distribution conglomerate
Internal Auditor
Conducted financial and operational audits in all facets of the company's
operations including manufacturing, retail, distribution, wholesale and IT
operations.
. Developed store loss programs that saved company over $3M in excess
losses over 2 years.
. Wrote programs and analyzed data to uncover fraudulent health claims
and duplicated payments amounting to over $450,000.
. Completed several financial acquisition / disposition analyses for
management which allowed them to divest of low margin business.
EDUCATION
B.S., Accountancy
Northern Illinois University, Graduated with University Honors
PROFESSIONAL DEVELOPMENT
Passed Illinois Certified Public Accountant Exam, Member AICPA