Richard P. Haider, CPA Anaheim, CA Mobile: 714-***-****

ac3fmf@r.postjobfree.com www.linkedin.com/in/richardhaidercpa

Chief Financial Officer

Strategic Planning & Execution / Cost Reductions & Productivity Improvement / Finance Operations Management

Highly analytical and decisive accounting and financial management executive with 20+ years of experience in finance and operations management spanning startups and multimillion dollar organizations. Entrepreneurial leader and value creator with demonstrated success streamlining business operations driving growth, increasing efficiency, and improving bottom line profit. Resourceful problem solver developing strategic solutions and coordinating cross-functional teams to accomplish financial objectives and meet critical deadlines.

Core Qualifications

Leadership & Team Building

Finance & Accounting Operations

Growth Strategy Development

Resource Management

Controllership & Decision Support

Financial Analysis & Reporting

Performance Measurement

Process & Procedure Development

Budgeting & Cost Reductions

Career Highlights

Created companywide performance metrics for Instant InfoSystems to measure employee productivity and achievement allowing bonuses instead of raises. Grew revenue per employee from $250K to $550K ($9M in sales to $15.5M).

Established private CPA firm providing Accounting, Tax, and consulting services. Specialized in tax audit representation and negotiations with Federal, State, and local tax and assessment authorities.

Key player within true startup company, California Audio Labs from garage to sale for $12M. Secured angel investors and sold to venture capital group – eventually acquired by Matshuchita of Japan.

Professional Experience

Instant InfoSystems (IIS), Torrance, CA 2007 – 6/2017

Enterprise fax software sales implementation and integration provider (Value-added Reseller) serving clients spanning large to midsize market Financial, Insurance, and Healthcare sectors.

Controller

Direct Accounting and Finance operations with 4 direct reports and $15.5M budget as key player on leadership team. Manage general ledger and financial statements, strategic financial planning, Management Group participation, contract review, and incentive-based compensation plan development. Monitor employee benefit plan, financing alternatives, loan covenants, and asset and liability insurance coverages. Guide departmental heads within budgeting and forecasting. Assist external CPA with corporate tax return documentation and preparation. Negotiate payment terms and progress payment contract with vendors and customers for software sales and implementation services. Report to CEO.

Selected Achievements:

Secured SBA financing for purchase of office building and transitioned from renter to property owner. Refinanced loan to direct financing after 3 years reducing debt payment of 30 years to 10 years while maintaining monthly loan payment saving $6.7M+.

10+ years of experience in developing Sales and Marketing Teams Compensation Plans, Measuring against KPI and ROI Analysis.

10+ years of experience in Software Configuration based models of pricing and billing.

Implemented AMEX card as payment to vendors earning cash back points – generated $500K+ to date.

Participated in audit for sales tax from California and Texas Sales Tax authorities for prior periods. Secured refund of overpayment for $48K in taxes combined.

Implemented Microsoft Great Plains Dynamics Methods Enterprise Software Including Payroll & and Just In Time Inventory Modules.

Adopted Scribe software to integrate Microsoft CRM with Microsoft Great Plain ERP accounting software increasing efficiency and data transfer between 2 systems.

Selected and implemented Experlogix to create quotes for software sales and complex Professional Services implementation, integration, and product support contracts.

Launched expense reporting software, Gorilla Expense increasing productivity and convenience for users.

Farheap Solutions / OvernightPrints.com, Irvine, CA 2005 – 2007

Developer of a high end fully automated online order processing and product delivery of printed materials with 24-hour turnaround anywhere in the Continental U.S. generating $50M in revenue per year.

Controller

Served as member of leadership team directing 11 team members managing Accounting, Finance, Payroll, Human Resources, Purchasing / Procurement, and Administrative operations including 1 Assistant Controller and 2 Staff Accountants with $50M budget. Managed budgeting, forecasting, and financial statements and tax returns. Optimized cash flow management and resource allocation. Established and managed 401k and health insurance benefit plans. Maintained one-on-one training and mentoring. Reported to CEO.

Selected Achievements:

Implemented use of credit cards for major purchases and vendor payments earning $250K annually from cash back points.

Launched companywide incentive based compensation plan holding department managers accountable for raises and compensation for individual departments.

Negotiated major financing of equipment loans to fund growth for increasing numbers of printing equipment costing $350K to $3M each.

Earned $120K annually in credits by participating in Enterprise Zone Credit program from City of Santa Ana and state of California.

Increased sales 20% by initiating “No question asked return and refund policy” for all sales. Invested in Customer Satisfaction and Retention team reducing return and refund incidents.

Coordinated development and documentation of operating policies and procedures to manage high growth and evolving conditions.

Planned and implemented production facilities relocation from California to Louisville, Kentucky. Secured $400K in property purchase grant and $400K in payroll tax credit provided by Louisville’s Business Relocation Incentive Plan.

Reduced future production costs 20%+ and achieved true 24-hour delivery turnaround in all time zones. Saved $600K per year in shipping costs due to shipping zone change.

Prior tenures included:

Certified Public Accountant, Richard P. Haider, CPA, Anaheim, CA

Controller, California Audio Labs, Huntington Beach, CA

Consultant, Rott, Freeman & Company, CPA, Santa Monica, CA

Education / Credentials

Bachelor of Business Administration, Concordia University, Montreal, Canada

Certified Public Accountant, California (Active)

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