John E. Engstrom
***** **** ***** **** ******, CA 94568
home 925-***-**** ? mobile 925-***-**** ? fax 925-***-****
e-mail *************@***.***
OBJECTIVE
A hands-on position in Accounting Management that will allow me to combine
my extensive experience in Accounting with my team building approach
towards staff management. Ideally, this position will allow me to utilize
my problem solving skills to seamlessly and cost effectively integrate
changes in the company's environment.
ACCOMPLISHMENTS
. Effectively led accounting teams (from 1 to 20+), from CPAs and MBAs to
filing clerks
. Tightly managed cash assets through self-designed profit and cash flow
forecasts preventing potential loss of valuable IP license
. Installed new general ledger and payroll systems on time and on budget;
created and overhauled charts of accounts in various industries
. Produced timely and accurate financial reports for SEC and other
regulatory entities
. Researched and corrected accounting issues related to complex company
restructure positioning company to obtain funding for future mergers and
acquisitions
. Created accounting procedures, methodology and forms and prepared
multiple variations of five year projections for new insurance company
venture
. Developed documentation for IPO and subsequent capital offerings
. Solved legacy reconciliation problems creatively preventing potential $7M
write-off
. Implemented verification procedure that stopped $700K embezzlement
. Developed investment database and entry systems for $200 million
investment portfolio
. Converted a largely cash based company into accrual method
. Developed and instituted new stock option and profit sharing plans
SKILLS
. Excellent verbal and written communication skills
. Ability to partner with all levels of the organization, from line staff
to Board members
. Experience building organizations and processes from ground zero;
demonstrated track record of improving existing processes; experience
merging processes and organizations
. Strong technical proficiency in use of major spreadsheet (Excel, Lotus 1-
2-3, Quattro Pro) and word processing (Word, Word Perfect) software.
Well-versed in the use of various General Ledger systems (Business
Vision, Blackbaud, MAS 90, Peachtree, SAP, Great Plains/Dynamics).
Experience leading new system implementations (Business Vision G/L,
Paychex Payroll)
. Effective work within GAAP in a variety of environments including highly
regulated
. Experienced team leader, motivator and trainer
. Received and maintained "Secret" clearance level at National Laboratory.
EXPERIENCE
LAWRENCE LIVERMORE NATIONAL LABORATORY -- Livermore, California 2004 -
2010
LLESA Business Manager
Employed by LLNL as part of the Management team for its autonomous employee
services organization. Responsible for all accounting, finance, human
resource and insurance needs of an organization that manages a child care
facility, an exercise program, a retail store and other employee services
for the employees of LLNL, with peak gross revenues $4M and 40 employees.
Reported to General Manager and Board of Directors of LLESA.
John E. Engstrom
(r sum page 2)
BLUE PLANET SOFTWARE -- Pleasant Hill, California 2000 - 2003
Chief Financial Officer / Financial Controller
As one-person department reporting to the President delivered all
accounting, finance and human resource functions for this designer,
developer and licenser of electronic games software with peak revenues of
$7M and 40 employees. Accounted for royalties, software development
revenues, development project costs. Acted as liaison with auditors,
investors, attorneys and valuation analysts. Directly completed all
accounting, disbursement and receivable functions, and administered
employee benefit programs.
US CANCER CARE -- Hayward, California 1999 - 2000
Controller
Directed team of seven that provided general accounting services for a
group of radiation oncology centers with annual revenues $20M.
Strengthened financial controls by developing and implementing new
accounting procedures thus allowing integration new entities merged and
acquired at reduced overhead.
UNITED ELITE INSURANCE COMPANY -- San Ramon, California 1998
Chief Financial Officer / Vice President
Established initial financial operations for start-up insurance company.
This included preparation of forecasts for use both internally and by
regulatory authorities, the installation and set-up of general ledger
system and the formation of banking relationships.
BUSINESS INSURANCE GROUP -- Rancho Cordova, California 1997 - 1998
Subsidiary of Foundation Health Services / Health Net
Director of Accounting Operations
Reporting to the Chief Financial Officer, led team of twelve in preparation
of all General and Cash receipt journals functions as well as
reconciliation of General Ledger and bank accounts for company with $650M
in annual revenues. Recorded premiums and losses, cash receipts,
coordinated with parent and acquiring company.
CII FINANCIAL, INC. -- Pleasanton, California 1989 - 1997
Subsidiary of Sierra Health Services, Inc. (from November 1995)
Assistant Controller / Assistant Corporate Secretary
Serving as an officer of the Company reporting to the Chief Financial
Officer, led team of twelve in successful delivery of GAAP and statutory
accounting functions for company with $150 million in annual revenues. Team
provided services including: recording of premiums and losses, investments,
reinsurance, and loss development; general ledger reconciliation and
maintenance and subsidiary consolidation; preparation of annual and
quarterly financial statements; reports to rating and evaluation
organizations; and filings required by federal and multi-state government
agencies, including the SEC and the NAIC.
Prior experience available upon request
EDUCATION & AFFILIATIONS:
California State University, Los Angeles - Bachelor of Science, Accounting
Insurance Accounting and Systems Association
Four-time Los Angeles Chapter Officer, serving as Secretary, Treasurer,
Director of Programs and Director of Membership.
Tasters Guild International
Founder and current Director of the East Bay - Diablo Chapter; currently
the largest chapter in Western United States.