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Accounting Customer Service

Round Rock, Texas, United States
January 24, 2018

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*** ***** ***** ****.# **** Round Rock, TX ***** (h) 512-***-**** © 512-***-****


CFO/Controller/Director of Finance/Director of Financial Analysis/Treasurer/Corporate Finance Executive, offering over 15 years of national and international experience in general accounting, finance and treasury. Expertise includes general ledger maintenance, financial statements consolidation, SEC reporting, currency translation, accounting systems, financial analysis, valuation, planning, budgeting, forecasting, global treasury, cash management, mergers and acquisitions. Highly skilled at identifying an organization’s core weaknesses, and developing and articulating a vision to drive a successful financial turnaround. A deep thinker, analytical with excellent problem solving skills.

Increased revenue by 25% by implementing new financial processes, and outsourcing some data entry positions

Prepared and presented the management's report to the board of directors, which aided in decision making process

Established and maintained budget and forecasting models

Participated in business development and implementation of SOX and corporate audits

A versatile Finance Executive who knows how to manage a wide financial planning and forecasting process. From developing strategic business modeling, to financial analysis and managing close process. A results-driven finance professional with a proven record of moving financial units to new sales and financial health.


Directly responsible for turning around a falling company in a declining market on the verge of collapse

Actively participated in creating an entire accounting department which resulted in 18% of capital budget saving

Designed reports to tract key business metrics and product profitability and managed regulatory reporting



Senior Accounting Consultant 2014-Present

Provided leadership and direction to all aspects of accounting, financial management and controllership relating to the day to day operations and understanding of complex operational and legal financial structures

Reviewed monthly financial statements, reconciliations and required reports for completeness, accuracy and compliance with GAAP and IFRS

Established and maintained systems and controls; verified the integrity of all automated systems, processes and data

Coordinated accurate and timely month-, quarter- and year- end close processes

Prepared, analyzed and reviewed the monthly financial results versus prior year and budget/forecast and presents analysis to senior management (P&L, Finance, IT, Ops and Sales)

Worked with external auditors during interim and final audits

Assisted management in the evaluation of acquisition and business development opportunities

Reviewed and approved all disbursements to suppliers and employees

Provided leadership toward desire outcomes, setting high performance standards and delivering leading quality services.

Prepared quarterly EAC (Estimates at Completion). Assisted with the preparation of monthly budget and performance reports.

Gathered, analyzed & reported cost and budget variances. Managed aspects of planning and analysis associated with the Annual Forecast/Plan and Mid-Year update including strategic process as well as tactical steps of the plan

Assisted with preparation of MD&A support for 10-Q and 10-K. Assisted in the preparation of BOD packages and related presentations

Analyzed Capital expenditure and lease ROI / IRR analysis. Provided assistance to M&A diligence efforts.

Updated the quarterly P&L forecast on a monthly basis. Prepared monthly financial and business operational review presentations.


Director of Finance 2005-2014


Played a key role in the creation of company's budgets and 5 year plans and forecasts

Reported variances and the reasons for those variances versus budgets and forecasts

Updated forecasts based on actual trends and changes in the business

Guided business leaders in forecasting their respective areas of the business

Financial Analysis

Identified opportunities to minimize expense across all areas of the business

Reviewed all contracts to determine and approve financial risk and impact

Managed the capital budgeting process

Assisted in the determination of product pricing in relation to features offered and competitor pricing

Compiled key business metrics and report on them to management

Created additional analyses and reports as requested by management

Benchmarked competitors to establish potential operational improvements

Interpreted the company's financial results to management and recommend improvement activities

Accounting Management

Managed and implemented ERP & G/L and documented system of accounting policies and procedures

Prepared and reviewed journal entries. Managed payroll, payables and receivables and oversight of collection activities

Coordinated monthly close. Reconciled bank accounts and resolved any discrepancies. Generated monthly financial statements

Prepared financial & management portion of monthly Board package

Funds Management

Forecasted cash flow positions, related borrowing needs, and available funds for investment

Ensured that sufficient funds are available to meet ongoing operational and capital investment requirements

Maintained banking relationships

Assisted in determining the company's proper capital structure

Arranged for equity and debt financing


Portfolio Manager 2000-2005

Oversaw the management of $900 million Asia-Japan section of the internal global fund program. Designed, developed and built valuation models adapted for the MSCI Asia-Japan Universe.

Carried out and implemented rebalances based on fundamentals and technical analysis. Monitored market and stock development and provided recommendations to the board. Managed portfolio risk through options such as futures and forward contracts. Provided leadership and support for major system upgrades of company's financial structure and reporting systems.


Manager of Accounting/Finance 1996-2000

Provided accounting leadership in integrating current and future acquisitions. Maintained an accurate G/L and the overall accounting system operation. Managed the IPO process.

Monitored and supervised the monthly closing and prepared financial statements. Managed SEC financial reporting and auditing (10Q & 10K). Managed the company’s daily cash and the company’s $250,000,000 pension fund.

Participated in acquisition/expansion projects. Developed and implemented accounting and finance policies and procedures. Met regularly with staff to improve process and productivity.



CALIFORNIA STATE UNIVERSITY Northridge, CA ESL Program; Business & Economics

UNIVERSITY OF LILLE 2 Lille, FRANCE MS in Accounting; BS in Accounting

CFA Candidate level II in progress; CTP Candidate


Fluent in French and good knowledge of German

Excellent computer skills: Proficient in Microsoft window; Excel, Word, lotus 123, dBase IV, Word perfect 6.1 & 6.0; Operating System: Unix, PeopleSoft, Hyperion Planning, Hyperion Essbase, Sas, Sap, Cognos, Cartesis, Crystal, BPC/Outlook Soft, Access. Accounting Softwares: Peachtree, Microsoft Dynamics GP (version 11.00), Quick books, Quick books Pro, Skyline, Oracle 11i, Oracle Cash Management, Visual Account Mate, Monarch, Deltek Accounting, JD Edwards, Sage Accounting, Ceridian, Payroll, Abra, Sarbanes-Oxley; Investment Softwares: Bloomberg, Factset, Portia, Barra, Globo and Portfolio Manager.

Interests include soccer, reading and travel.

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