KELLY K. KLEIN, C.P.A.
***** ******* ***** ******, ** 78717
Phone 512-***-**** Cell 512-***-****
abncj2@r.postjobfree.com
________________________________________________________________________
PROFILE
Vice President of Finance, corporate officer and executive management team
member with proven leadership skills and strategic vision during both
challenging economic conditions and rapid corporate growth. Extensive
experience with start-ups, mergers & acquisitions as well as established
organizations. Proficient in providing leadership to Finance, Human
Resources and Information Technology personnel as well as business unit
managers. Ability to interact and communicate effectively with board of
directors, stockholders, outside investors and banks.
PROFESSIONAL EXPERIENCE
ClearCube Holdings, Inc. Feb 2005 to
Present.
A $40M privately held company and recognized leader in centralized
computing, thin client computing and desktop virtualization. The software
entity is a leading provider of Virtual Desktop enablement and management
software.
Vice President of Finance, October 2008 to Present, reporting to the CEO
Managed Finance and IT staff, supervised all financial operations of the
company and generated key financial reports including consolidated GAAP
statements, management financials and variance reports. Accomplishments
include:
. Promoted 3 times in 5 years including promotion to VP of Finance
in October 2008.
. Led the company to its first profitable quarter and 4 subsequent
profitable quarters during the worst economic conditions in
decades.
. Arranged $7M A/R financing line of credit with bank in July
2007.
. Experienced with software revenue recognition (SOP 97-2) and
deferred revenue recognition for hardware warranty and software
maintenance and support plans.
. Successfully managed cash flow allowing company to take
advantage of prompt payment discounts with contract manufacturer
resulting in annual savings exceeding $100K.
. Managed computer system conversion resulting in enhanced
inventory tracking and streamlined financial reporting for
parent company and 2 subsidiaries.
. Member of executive staff and a corporate officer.
. Recipient of Winner's Circle Award in February 2007 for
outstanding service to the company.
Sarbanes-Oxley Consultant, Mar 2005 to Sept 2005, reporting to Director of
Finance
Key member of SOX Readiness Project Management team for the company.
Responsibilities included narrative documentation of policies and
procedures, created a matrix of control objectives and activities,
identified potential gaps, designed remediation steps and performed limited
testing of controls.
. The 6 month project was completed on time and within budget and
praised by the Board of Directors for its comprehensive nature.
. Received the company's High Impact Award at the conclusion of
this project and was hired as a full-time employee.
Antiqueland USA, Inc. April 1999 to Mar 2005.
Largest chain of antique and craft malls in the US with sales exceeding
$35M. Growth was accomplished through both acquisition and start-ups.
Controller, reporting to the CFO
Managed the accounting functions, prepared monthly individual mall
financial statements, consolidated statements and various management
reports for board members and corporate officers.
. Obtained $6M of investor financing in June 1999 allowing the
company to expand from 8 to 26 malls.
. Evaluated potential mall acquisitions, forecasted results,
streamlined operations and advised the president and operations
manager.
. Selected and implemented new accounting software.
. Supervised the financial integration of the new malls,
implemented financial controls as well as computer, banking and
merchant services procedures to enhance mall operations and
profitability.
. Designed and documented accounting procedures and controls.
. Additional responsibilities included treasury management, human
resources, payroll, accounts payable and accounts receivable.
Equicom, Inc. Sept 1997 to April
1999.
Start-up company formed to roll-up small to mid-size radio stations in
Texas resulting in operational synergies.
Chief Financial Officer, reporting to the CEO
Directed the acquisition of small and mid-size radio stations from start-up
of operations to 26 radio stations with 200 employees in less than one
year.
. Worked closely with our venture capital firm to obtain the
funding needed for growth including bringing in a second round
of investors in 1998.
. Assisted in the due diligence process by analyzing financial
statements and evaluating the various radio stations for
potential acquisition.
. Transitioned accounting, traffic and billing functions to our
centralized accounting department after acquisition.
. Evaluated and installed an integrated computer system, hired and
trained the accounting staff, and supervised human resources and
IT.
. Developed station budgets and worked with CEO and station
managers to increase revenues, cut costs and improve station
profit margins.
Office Communications Systems, Inc. June 1995 to Sept
1997.
Largest independent office equipment dealer in the Southwest specializing
in copiers, fax machines, computer and audio/visual equipment.
Controller, reporting to the President
. Arranged a $2M line of credit with a national bank, enabling the
company to take advantage of prompt payment discounts, improve cash
flow and increase profitability.
. Supervised a staff of 9 and worked closely with the operations
manager, sales manager, service manager and corporate executives to
grow this company from revenues of $15M to over $21M within 2 years.
. Instigated the conversion from a DOS based computer system to a
windows operating system which provided superior accounting
reporting, inventory management, sales tools, equipment tracking
and coordinated service calls.
EARLY PROFESSIONAL EXPERIENCE
Kirkman-Parks Group & Kirkman Group Retail Optical & Mass Media
Controller 1993-1995
Kirkman-Parks Group & Kirkman Group Retail Optical & Mass Media
Accountant 1991-1993
Marion Oil Company Oil Distributor
Controller 1987-1990
B4B Industries, Inc. Petrochemical Construction
Office Mgr 1982-1986
EDUCATION
Texas A&M University, College Station, TX. BBA in Marketing. GPA 3.2.
University of Houston, Clear Lake, TX. Completed 24 hours of additional
accounting courses. GPA 4.0.
PROFESSIONAL MEMBERSHIPS
Texas Society of Certified Public Accountants.
Austin Chapter of the Texas Society of Certified Public Accountants.
REFERENCES
References available upon request.