CHRIS PETLOCK
*** **** ****, ******, ** *****
*****.*******.***@*****.***
QUALIFICATIONS SUMMARY
-Internal & External Reporting -Multi-Currency & Hedging Transactions
-Investor & Board Relations & Reporting -Cost Accounting
-Manage Accounting & HR Departments -Internal Auditing
-Inventory Management -Sales Tax, Federal & Multi-State Income Tax
-Advanced Excel & ODBC or Database Querying -Budgeting, Forecasting & Variance Analysis
ACCOMPLISHMENTS SUMMARY
• Successfully revived companies from cash flow, reporting and controls crisis.
• Implemented new GL software packages for several companies.
• Reduced inventory carrying cost by one million dollars over two years through the integration of sales
forecasting and production planning.
• Lower both company and participant cost through adopting new 401 k plans & providers.
• Saved over 30% in yearly Credit Card fees through new merchant services contracts and better
processing.
• Improved monthly cash flow through optimizing inventory levels, negotiating terms with vendors and
obtaining 3rd party financing for customer accounts.
PROFESSIONAL EXPERIENCE
Healdsburg Lumber Company INC.
Healdsburg, CA 02/2011-6/2013
$25M Lumber, Hardware, Door, Design Showroom, and Service Company with seven locations
Corporate Controller
Recruited during serious company distress and cash flow crisis. Lead the company out the crisis after cash flow
analysis and changes in payment practices, collection methods, and inventory optimization, purchasing controls
and staffing changes. Helped secure $750,000 line of credit. Served as Interim General Manager Hudson Street
Design of Marin showroom for six months. Lead the Corporate Accounting & Human Resource departments.
Implemented accounting and reporting by location, quick close month end processes and condensed P&L’s &
variance expenses reports for non-financial managers. Report the results on a monthly, quarterly, and yearly
basis according to GAAP for the respective subsidiaries as well as consolidated results to the President and
respective Management Teams. Prepare companywide budgets by location on a monthly five-year rolling basis.
Prepare various ODBC management reports as requested by management. Oversee company wide Financial
Policy & Controls, Payroll, Human Resources, IT, AP, AR, and State, Local & Federal Tax Return preparation
with CPA. Review all Company, Customer & Vendor Contracts, Terms & Conditions, Insurance Policies and
Employment Offers. Worked with Management team to grow company from five locations to seven. Work with
Management Teams over seven profit centers to set and meet financial goals, comply with policies &
procedures, for their respective department, subsidiary and companywide. Oversee Cost controls and maintain
Cost Pools for accurate Cost Accounting, Price Control and Commission Calculations. Attend and report at all
quarterly Advisory Board meetings and work to implement recommendations
Software: Epicore ECSPro, MS Office, ACT!
Rodolph, INC
Sonoma, CA 06/2010 – 02/2011
$15M international textile wholesale distribution and design firm
Controller & Financial Analyst
Recruited during serious company distress and cash flow crisis. Stabilized the company after cash flow analysis
and changes in payment practices, collection methods, inventory optimization & purchasing controls.
Responsible for all accounting, finance, insurance and employee benefits of the organization. Reporting to the
President. Lead and motivate AR and AP personnel by providing goals, support and training. Work with and
provide ongoing support to Human Resources to produce payroll and other HR duties. Compile financial
statements for interim and year-end and provide analysis to management. Direct periodic inventory counts.
Prepare forecasts and budgets then investigate and report variances. Hedge foreign exchange risk through a mix
forward contracts and spot buys. Acquire and manage proper business, liability and auto insurances as well as
employee medical coverage.
Software: Activant/Epicore Profit 21 Crystal Reports, Excel
Artist Works, LLC
Napa, CA (P/T consulting) 04/2008-04/2011
Internet Startup Company providing online music education and revenue opportunities for musicians
Moved accounting records from Excel worksheets to QuickBooks for Mac. Returned several times to “clean
up” after personal changes. Work with and train staff to operate finance function of business. Prepare financial
records for audit and tax return. Close monthly, quarterly & yearly periods and compile full set of financial
statements for interim and year-end. Prepare forecasts, budgets then research and report variances. Collaborate
to write Business Plan, prepare for and select auditors for Investor Financing and eventual IPO.
Software: QuickBooks for Mac, Excel
Innerstave, LLC
Sonoma, CA 09/2007 –05/2010
Wood products manufacturing company providing French & American Oak adjuncts to the wine industry worldwide
Accounting Manager
Responsible for all accounting, finance, insurance and employee benefits of the organization. Reporting to the
General Manager, holding company executives and major equity holders. Lead and motivate AR and AP
personnel by providing goals, support and training. Work with and provide ongoing support to Human
Resources to produce payroll and other HR duties. Close monthly, quarterly & yearly periods and compile full
set of financial statements for interim and year-end. Direct periodic inventory counts. Prepare forecasts and
budgets and variance analysis. Obtain and retain financing including a $750,000 line of credit. Hedge foreign
exchange risk through forward contracts. 401(k) Plan Trustee and Administrator. Acquire and manage proper
business, liability and auto insurances as well as employee medical coverage. Communicate with holding
company and other investors, providing financial performance information, proforma tax information and
outlook data.
Software: QuickBooks Enterprise Manufacturing, Excel
Oregon Property Development Inc.
Sonoma, CA 08/2005 – 10/2007
Real Estate Development Company
Accountant
Report to the President. Post AP, AR and prepare adjusting entries. Close monthly, quarterly & yearly periods
and compile full set of financial statements for interim and year-end.
Bay Hydronic Inc.
Sonoma, CA 08/2005 – 10/2007
Accountant & Office Manager
Accounts Payable, Accounts Receivable, Payroll, Workers Comp, Account Reconciliation, cost bids jobs,
service and assemblies, Inventory Control, purchases, safety manager, OSHA compliance and office
management.
T.L. Richards
Glen Ellen, CA 07/2003 – 09/2005
Accounting Clerk
Accounts Payable, Accounts Receivable, Inventory, costing systems and account reconciliation for Jack
London Lodge Hotel, Jack London Saloon, Wolf House Restaurant, Silver Moon Properties and Family
accounts
EDUCATION
Master of Business Administration University of Phoenix 2010
Bachelors of Science, Accounting University of Phoenix 2007
VOLUNTEER AFFILIATIONS MEMBERSHIPS
Commissioner (Chair, re-elected 01/2013) City of Sonoma City Services Commission. Appointed 02/2010
(Reappointed 02/2012)
Treasurer, Valley of the Moon Vintage Festival, Elected to Board 08/2010-8/2011