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Financial Manager

San Francisco, California, United States
August 11, 2018

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Visalia, California, 888-***-****


Progressive financial manager with proven leadership skills. An energetic and motivated manager with a leadership style built upon a foundation of effective communication, training and teamwork.

Highlights of Expertise

Cost Analysis

Financial Analysis

Budget Preparation

Financial Models

Financial Statements

Financial Forecasts

Government Contracts

ERP Implementation

Sarbanes Oxley Compliance

Government Compliance

Strategic Planning

Business Case Analysis


Senior Cost Accountant (Contract Position)

PENUMBRA, Alameda, CA, December 2017 – March 2018

Medical device manufacturer - $333M dollar company

Responsible for raw material, demo stock and finished goods inventory reserve adjustments for Australian and European markets. Responsible for the preparation of all inventory related balance sheet reconciliations and resulting input into Blackline reconciliation portal. Prepared monthly schedules and journal entries for the determination of intercompany profit elimination for demo, scrap, sales, purchases, inventory on hand, cost of goods sold and third party sales for Australian and European markets. Prepared an inventory reserve roll-forward report for external auditors. Prepared a monthly consolidated gross margin report.

Designed a Microsoft Access database program to house in excess of 500K records, with associated pivot table reporting in an Excel spreadsheet for the monthly consolidated gross margin report. This effort reduced preparation time from 3 days to 1 day.

Senior Staff Accountant

TULARE REGIONAL MEDICAL CENTER, Tulare, CA, September 2014 – November 2017

Regional district hospital – $267M dollar company

Responsible for aspects of the accounting for a public hospital operated by a private business. Assembled a daily cash reconciliation and days cash on hand reporting for both entities. On a weekly basis completed a cash forecast which included supplemental government healthcare funding programs. Maintained capital expense requests, capitalized and depreciated fixed assets. Completed month end close involving accounting for revenue and general obligation bond transactions, the recording of payroll transactions, reconciliation of bank accounts, preparation of Tulare Regional Medical Center’s receivable schedule and the recording of grant revenue. Prepared a post close segmented income statement, new tower construction spend analysis, incremental cash analysis, CFO’s custom income statement and balance sheet and publicly reported financial statements on the municipal bond reporting portal EMMA. Yearly assisted external auditors with the preparation of audit support schedules as well as prepared California State Controller’s Office financial transactions report. Prepared adhoc reporting derived from an MS4 report writer. Assisted with recent Microsoft Great Plains ERP implementation.

Designed a payroll & benefits model that lead to the discovery of over $100K in unemployment overpayments as well as other payroll mispayments.

Assumed responsibility for a rural healthcare clinic construction grant which lowered administrative costs by eliminating the need for a contracted grant administrator.


SIGNORELLO ESTATE, Napa, CA, December 2013 - January 2014

Winery operation – $8M dollar company

Responsible for the banking and collections for four wineries. Applied customer payments involving cash, electronic funds payments and checks in Quickbooks application. Completed bank to Quickbooks payment and receipt matching. Completed weekly sales flash report that reported weekly sales versus budgeted sales. Completed periodic checkruns. Supervised a bookkeeper and an accounting clerk.

Designed an inventory variance spreadsheet that assisted in reporting physical to book inventory variances for four wineries for the year ending inventory analysis.

Senior Financial Analyst (Contract Position)

JOHNSON & JOHNSON - ALZA, INC., Vacaville, CA, September 2012 – May 2013

Pharmaceutical manufacturer – Division of a $25B dollar company

Responsible for monthly raw materials, work in progress and finished goods reconciliations. Completed monthly ALZA, and quarterly foreign affiliate, plant excess and obsolescence reserve report. Responsible for foreign affiliate inventory and month end transactions within SAP. Completed intercompany sales transactions for a foreign affiliate and the resulting journal entry. Assembled periodic affiliate active pharmaceutical ingredient revaluation rebill, manufacturing yield variance rebill, obsolescence disposition rebill and active pharmaceutical ingredient receipts. Responsible for quarterly revaluation and manufacturing variance amortization journal entry. Maintained periodic standard cost additions within the MfgPro ERP system. Assisted with ALZA’s plant year end inventory revaluation. Processed periodic material disposition advices. Reported 2013 year standard cost changes within Johnson & Johnson Standard Cost Reporting program.

Analyzed material disposition advices and discovered a $500K pharmaceutical ingredient cost understatement.

Discovered an excess and obsolescence reserve reporting error amounting to $436K and redesigned the spreadsheet report.

Cost Accountant

L3 COMMUNICATIONS - WESCAM, INC., Santa Rosa, CA, March 2011 – February 2012

Government subcontractor of national defense equipment – Division of a $15B dollar company

Maintained an inventory growth forecast report and supporting pivot schedules. Responsible for month end government inventory reclass entry. Responsible for inventory related, balance sheet account reconciliations. Responsible for weekly cycle count audit and monthly audit report. Organized and coordinated an obsolete part disposition project. Completed a monthly inventory reserve report. Assisted in the development of a scrap policy and procedure. Performed monthly work order audits. Developed procedures for preparing the month end cost of sales journal entry.

Designed a net present value report for multi-million dollar cost analysis of government and non-government projects which included fixed price, cost plus fixed fee and time and material contracts.

Designed a project summary pivot report for reporting individual project costs and accumulated reserves.

Senior Cost Accountant (Contract Position)

FORMFACTOR, INC., Livermore, CA, June 2010 – September 2010

Contract Position

International semiconductor probe card manufacturing firm – $135M dollar company

Designed Discoverer reports for scrap, estimated scrap, raw materials, resource and overhead variances through a review of Oracle 11i technical manuals.

Plant Controller

BROOKS AUTOMATION, INC., Petaluma, CA, March 2006 – September 2009

International refrigeration manufacturing firm – $28M dollar company

Managed one cost accountant and two customer service representatives. Compiled yearly plant departmental budget, capital budget, inventory plan, material cost down plan, labor, labor overhead and material overhead rate calculations. Prepared monthly income statement and financial forecast for production and service profit centers. Analyzed and presented monthly actual to forecast analysis report on account categories and departments. Responsible for compliance with export regulations, tax regulations and company policy. Monitored internal controls and prepared audit support for compliance with Sarbanes Oxley section 404. Managed the Central Contractor Registration website (CCR) and Online Representations and Certifications website (ORCA) and completed Wide Area Workflow (WAWF) transactions for U.S. Government sales. Ensured compliance with U.S. Government contracts through a review of Federal Acquisition Regulation clauses (FAR). Developed databases to assist in ad-hoc reporting and the month end close processes. Created pivot tables and utilized advanced Excel skills for ad hoc reporting. Assisted in the company’s Oracle implementation by attending corporate transition team meetings in Massachusetts.

Designed two year business case analyses that involved eliminating sub-contractor repair services in favor of building an in-house repair service business. This yielded a savings to the company of $.2M.

Designed a two year business case analysis for the plant’s chief research and development effort that was instrumental in obtaining concept phase funding from corporate headquarters. Project was projected to cost $2.8M.



Bachelor of Science - Accounting


Microsoft Excel Microsoft Access Microsoft Word Microsoft Outlook Microsoft SQL Server

Oracle SAP JD Edwards BPCS ASK Manman

Quickbooks Peachtree Solomon III MfgPro R&R Report Writer

MTO Discoverer Hyperion-Pillar Crystal Reports Business Objects

eCellar Microsoft PowerPoint Med Series 4 Microsoft Great Plains QAD

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