Insightful and articulate; Adept at group dynamics and motivating staff to
achieve company goals.
Focus on results; Effectively identify and resolve problems using
creativity and available resources. Tackle tough problems and follow
through to satisfactory conclusion.
Business management and development; Highly organized professional with
demonstrated achievements in driving company growth; impressive leadership
in the advanced development and management of complex activities.
Critical Thinking; Using logic and reasoning to identify the strengths and
weaknesses on alternative solutions, conclusions or approaches to problems.
Areas of
Expertise:
. FP&A/Budgeting/ Forecasting
. Manufacturing/
Distribution Controllership
. Audit Management
. Implementing efficiencies via Software Solutions
. SOX 404 Implementation
. Strategic Planning/ROI analysis/
Product Margin Management
. Cost Accounting & Inventory
. Cash Management
. Debt Restructuring
. Fund Raising
. Financing Planning
. Organization and Time Management
. Customer-Oriented Philosophy
Computer Software area of expertise:
All MS office products including:
- MS Office
- MS PWP
- MS Excel
- MS Word
- MS Outlook
Accounting software:
- QuickBooks
- Alight
- Acct Review
Other Software
- Expandable
- Oracle
- - JDE Edward (assisted in implementation) Actively
seeking a position as a
- Assoc. Finance Manager -
with a reputable organization in need of a professional with outstanding
experience in different executive positions such as Vice President of
Finance, Corporate Controller, Director of Finance and Accounting, and
Plant Controller; solid experience that benefits from initiative,
organizational skills, multi-tasking abilities, and the drive to exceed
corporate objectives.
Dynamic, highly motivated and goal-oriented professional with MBA, CPA,
and 20 plus years experience including successfully completed roles at
corporate and division headquarters along with remote plants and
distribution centers. Successful in structuring accounting solutions for a
wide variety of requirements that reduce losses, institute systems of
control, provide concise analyses of business situations for senior
executives, and developing improved productivity and morale. Can turn
around and improve the financial functions quickly, so that management's
oversight and control of total company operations are significantly
improved.
My goal is to continue to bring progressive growth in financial
management for high technology, consumer products, medical device and most
recently ready to eat high-end foods. Knowledgeable in all aspect of
business, staff, and team development. Demonstrated ability to communicate
and work with senior management, associates, and customers. Proficient in
providing ongoing and timely communications with management while attaining
and surpassing established goals. Knowledgeable in computer applications
and operations including hardware and networking software. Pro-active, self-
starter who is able to multi-task in a fast paced environment while helping
produce high quality work.
Key Qualifications
Manage manufacturing, distribution, and fleet operations
Ability to implement & coordinate policies in partnership with operations
Strategic planning, ROI analysis, and product margin management
Revitalize the planning process via Leading Edge Tools
Provide cost efficient paybacks (i.e. cost accounting, inventory, planning,
& AR)
Audit management and SOX 404 implementation
Drive use of balanced scorecard and key performance indicators
Variance analysis, financial reporting, FP&A, budgeting, and forecasting
Cash management including AP & credit and collections, debt restructuring,
funding
Professional Experiences
Love Your Numbers E Gilroy, CA
2009 - Present
Financial Consultant
< Strategic planning, organizational accountability, and alignment
facilitation.
Monterey Gourmet Foods, E Salinas, CA
2007 - 2009
Director Of Finance and Accounting
< Sales of $110M. Implemented mandated SOX 404 which greatly strengthened
company financial policies and procedures. Drove performance improvement
of credit and collections department by speeding collections/reducing
write-offs.
< Managed two year-end audits and annual inventories with no material
auditor comments.
< Installed leading edge driver based FP&A software which eliminated third
party solution saving $25K per year. Successfully completed start up of
new deduction resolution software system ($150K) expected to save $800k
per year. Strengthened the financial review process for new products,
thereby, improving margins and profitability. Expanded use of key
performance indicators & balanced scorecard to achieve functional
alignment.
< Improved professionalism of overall finance function through mentoring,
new hires, and training. Primary force behind monthly review process
where all locations and functions were required to report to CEO.
Milgard Windows And Doors, E Hollister, CA
2005 - 2007
Finance Manager
< Sales of $110M. Instituted system of key performance indicators with
series of dashboards for managing operations. Supervised operation of
fleet to minimize variable costs and improve labor efficiency.
Responsible for physical inventory process and reconciliations to plant
and corporate management. Heavily involved in Six Sigma initiatives to
reduce plant losses and automate quality failure data collection.
< Drove improvement of profits for the Service/Home Production Builder
Department saving $2.5M annually.
< Expanded staff to provide improved analytical support for all
departments. Increased quality of analysis. Spearheaded annual
budgeting and planning cycle increasing participation by all members of
executive team.
Odwalla (Coca-Cola), E Half Moon Bay, CA
2004
Contract Controller
< Sales of $120M. Supervised and supported implementation of cash
collection and reconciliation processes for DSD Fleet.
< Strengthened teamwork amongst financial managers and functions.
Streamlined close process/reporting. Managed a smooth year-end closing
and reporting to parent company despite lack of procedures.
< Completed full inventory of all external display assets at distribution
centers and distributor locations.
Accordion Networks, E Fremont, CA
2001 - 2004
Vice President Of Finance
< Supported CEO in fund raising activities with VC partners. Key player
in raising $8M.
< Restructured expense deck to accommodate funding limits and new market
realities.
< Instituted financial discipline for fast paced telecommunication start-
up.
< Restructured $6M in debt through workout agreement involving 140 vendors
for equity and a small cash payment. Acted as right hand person to the
CEO in several areas (product pricing/profitability/deal
analysis/investor relations/supply-chain management).
< Key driver in moving company focus from telecommunications to
hospitality market.
Omnicell, E Palo Alto, CA
2000
Corporate Controller
< Sales of $85M. Identified & corrected weaknesses in E-Commerce business
unit, contract administration and ERP system. Raised level of support to
Operational VPs so that Finance was viewed as a business partner.
Assisted CFO in restructuring company to level of profitability.
< Key driver in filing 3 S1s with the SEC as the company prepared to go
public. Supported auditors, legal team, and bankers.
RadioLan, E Sunnyvale, CA
1997 - 1999
Director of Finance & Administration
< Sales of $15M. Built efficient query based management reporting system
running on enterprise software. Implemented MRP and sales forecasting
systems. Established cost accounting disciplines and channel
profitability reporting.
< Developed accounting processes which ensured on-time closes and
repeatable processes.
< Managed lengthy period of tight cash and resolved outstanding A/R issues
with minimal write-offs. Established credit and collections policies.
< Responsible for order entry, distribution, inventory forecasting and
control.
< Provided key support in securing final round of venture capital
financing $13M.
< Redefined all benefit programs, including 401K, resulting in improved
service levels and savings of $50K per year.
Lifescan (Johnson And Johnson), E Milpitas, CA
1994 - 1997
Finance Director
< Sales of $1 billion. Directed planning process, accounts receivable
(A/R), tax preparation, shared services, and budget unit support for
marketing, sales, and R&D for market leader in diabetes testing.
Managed 30 people through four direct reports.
< Reshaped A/R Department, eliminating ineffective manager. Redefined
interdepartmental responsibilities, improved efficiency, and empowered
employees. Identified weaknesses in Managed Care support area and
recruited key manager to fill critical position.
< Developed monthly performance reporting process to explain key P&L
results for U.S. and international operations.
< Coordinated R&D tax credit study with external auditors. Resulted in
$500K tax saving.
< Developed brand P&L's to allow determination of contribution by product
line.
Network Equipment Technology, E Redwood City, CA
1991 - 1994
Division Controller
< Sales of $300M.
Anthem Electronics, E San Jose, CA
1990 - 1991
Manager of Operations Accounting
< Sales of $400M.
< Managed inventory of over $90M in 30 locations.
Shaklee Corporation, E San Francisco, CA
1979 - 1990
Assistant Controller
< Sales of $250M.
< Managed 7 direct reports and staff of 40.
Shaklee Corporation, E Norman, OK
Plant Controller
Educational Background
MBA in Finance and Accounting
Berkeley University of California + CA
B.S. in Finance and Accounting
Berkeley University of California + CA
CPA Certified Public Accountant: License #10080 (Inactive)
1988
State of Oklahoma +
Accomplishments 1979 - 1994
- Designed and implemented complex cost accounting solution for
pharmaceutical grade manufacturing plant.
- Key participant in implementing Statistical Process Control at plant &
corporate level.
- Managed shared services for over 1,000 employees.
- Drove annual capital budget process and ongoing ROI analyses.
- Financial manager driving implementation of manufacturing software to
manage board stuffing operation.