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Management Project

San Diego, CA
October 08, 2018

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IT Finance CFO/Controller

La Jolla, CA 92039-3002 858-***-****


Executive in Finance & Administration, as well as IT who is seeking a permanent position where deep domain expertise is required. Reporting relationships have included four CIOs. Comfortable in both small cap, and large cap organizations, public or privately-owned, and possessing a management philosophy that stresses results ownership. Extensive PMO and IT accounting/finance experience with proven results in department turnaround situations. Strong ability to manage people, processes, and technology, while ensuring positive program and client relationships. Executive possesses expertise in accounting policy development, business intelligence, cost management, metrics, forecasting, and knowledge transfer. Additional skills and abilities include:

IT CFO & Controller

Activity-Based Costing – ABC

Full P&L Authority

IT Architecture – DoDAF

SME in IT Finance Management

Software capitalization – SOP 98-1

Client Server Security Remediation

GAAP and statutory accounting

Infrastructure Management – ITIL

Contract and SLA negotiations/management

CRM Application Conversion and Support

Process Engineering

ERP Application Development, Conversion, Support – PeopleSoft, SAP, Treasury Services

Product/organization costing/profitability – KPIs

Program Management – CMMI3, FLCSWD, PMI, PMO, SDLC

Business Intelligence – dashboards, scorecards, metrics

Sarbanes-Oxley (SOX) 404 Engagement Management/Remediation

Revenue recognition – SAB 101, 104; SOP 81-1, 91-1, 97-2, 98-9, VSOE

Earned Value Management – EAC, ETC, EVM, TCO

G/L Operations


SPENCER L. BRADY, LLC, San Diego, CA 1998 – Present

Executive Program Director for Finance, Accounting, and Information Technology

An LLC-formed company principal working for medium-to-large market-cap organizations in long-term engagements that strive to provide strategic, operational, financial, infrastructure, and technology-related advisory services. Industry segments include financial services (banking, credit card, mortgage and insurance), aerospace, defense, automotive, utilities, consumer electronics, information technology, and software development. Engagements have been governed by a Consulting Agreement (CA), coupled with a Statement of Work (SOW).


PrinTree Managed Print Services, San Diego, CA 2009 – present

Finance & Administration Director.

Design corporate Finance & Administration structure to ensure protection of corporate assets, compliance with GAAP pronouncements, and accurate, timely, and meaningful reporting of financial activity.

RFL: 2,000-hour Consulting Agreement/Statement of Work (CA/SOW) is on-going.


Provided financial acumen and road-show presentation services to a bio-tech start-up company.

Recommended infrastructure enhancements to better position the entity to receive round-one and round-two funding.

Advised Principals on how to structure the Corporate F&A division to remain lean and horizontally-focused.

RFL: Association continues on an ad hoc basis.


SAIC, San Diego, CA 2007 – 2008

Finance & Administration and IT division internal W-2 Consultant.

Performed program and department budgeting, reporting, and forecasting accountabilities, utilizing EVM and TCO principles.

Added financial acumen to the IT Department in support of PMO-driven platform application conversions and development efforts, including Deltek CostPoint, SAP R/3, PeopleSoft.

Conducted due-diligence and architectural analysis on proposed legacy application retirement initiatives.

Provided a “CFO mindset” to the IT Business Analysis organization, including project management leadership.

RFL: Company-wide mandated Reduction-In-Force.

SONY ELECTRONICS, San Diego, CA 2006 – 2007

Finance & Administration and IT division internal Consultant.

Defined global infrastructure best practices and recommended business process changes, developed planning templates, and created a PMO-based project prioritization process.

Interfaced with the SOX assurance team, and created a project forecasting tool.

RFL: 500-hour Consulting Agreement/Statement of Work (CA/SOW) successfully completed.

VISA, Foster City, CA 2006

Finance & Administration and IT division internal Consultant.

Ensured all Visa Inovant infrastructure assets met all applicable security standards and business process flows, in accordance with SOX. Reported statistical data.

Project completed on time, and under budget.

RFL: 300-hour Consulting Agreement/Statement of Work (CA/SOW) successfully completed.

NORTHROP GRUMMAN, Los Angeles, CA 2005 – 2006

IT department Project Manager.

Led and advised both infrastructure and enterprise-wide ERP projects and programs, met or exceeded client expectations relative to requirements, functionality, schedule, and cost.

Performed program budgeting, reporting, and forecasting accountabilities, utilizing EVM and TCO principles.

Effectively managed people, processes, and technology; leading teams of certified, licensed, degreed PM, IT, Software Engineers, and audit professionals and consultants.

Created, reviewed, and revised project plans, workflow, and test plan results, utilizing CMMI, PMI, MS Office, EVM, Waterfall, WADM, RUP, MSF, COSO, and CObIT frameworks.

RFL: 1,200-hour Consulting Agreement/Statement of Work (CA/SOW) successfully completed.


Engagement Director.

Managed SOX project team, consisting of eight degreed, certified financial professionals.

Identified controls, highlighted key controls, constructed test plans to verify soundness of the key controls, performed remediation activities, communicated results of audits to management.

Conducted business polices and procedures review concerning software revenue recognition and software capitalization.

Interfaced with management team, external audit team (PwC), and internationally-based CSI team to ensure project scope, plan, timeline, resource pool, an operating budget remained on target.

RFL: 1,000-hour Consulting Agreement/Statement of Work (CA/SOW) successfully completed.


Finance & Administration policies and procedures director, and Finance & Accounting data warehouse manager.

Provided managerial leadership and direction to the Finance and Administration group as the accounting policy and systems coordinator. Areas of emphasis included GAAP and SOP 81-1, 91-1, SOP 97-2, SOP 98-9, and SOP 98-1 compliance, Sarbanes-Oxley (SOX) Corporate Governance, UOP, FERC, statutory accounting, regulatory statutes, and company policies.

Managed the creation and operation of a data warehouse environment.


Led a comprehensive review and replacement of Units of Property costs for use in General Rate Case development.

Wrote, and supported the development of Expert Witness Testimony for presentation to the California Public Utilities Commission (CPUC).

Produced budgets, forecasts, variance analyses, costing metrics, dashboards, and regulatory filings.

Responsible for corporate and business unit ERP application development, support, reporting, and enhancement.

Directed periodic G/L close, reconciliation, and other financial reporting and analyses.

RFL: 4,000-hour Consulting Agreement/Statement of Work (CA/SOW) successfully completed.

TOYOTA, Los Angeles, CA 2001 – 2002

Accountable for $70M of expense and related program capital funding for one of the Big Five IT programs; managed the finance and administration function for the program.

Program Finance Director.

Managed the finance and administration function for the program.

Coordinated department and project participation in an ERP software upgrade.

Produced accurate forecasts to within 1% of actual (EAC, ETC) of division, department, and project profitability.

Delivered concise presentations of financial/operating results to executive management.

Established effective billing algorithms, chargeback methodologies, and operating metrics for IT services.

RFL: 2,000-hour Consulting Agreement/Statement of Work (CA/SOW) successfully completed.

FARMERS INSURANCE GROUP, Los Angeles, CA 1999 – 2001

Accountable for $140M of IT Department operating expenses/related capital funding and for managing a team of nine accounting professionals.

IT CFO (staff of 8), P&L authority ($125M), and a member of the executive management team.

Responsible for functional business unit ERP application conversion involving SAP.

Directed periodic G/L close, reconciliation, review of SOP 98-1 calculations.

Managed the fiscal relationship with off-shore development and support organizations, such as Wipro.

Directed the development, reporting, and analysis of operating and financial budgets.

Created forecasting tools for use by management in controlling the overall enterprise.

Managed participation in audit engagements conducted by internal and external sources.

RFL: 1,500-hour Consulting Agreement/Statement of Work (CA/SOW) successfully completed.

WELLS FARGO BANK, Des Moines, IA 1998 – 1999

Accountable for the fiscal management of the IT department, containing an operating plan of $140M.

IT CFO (staff of 10), P&L Authority ($140M), and a member of the executive management team.

Conducted partner-focused strategic business unit planning sessions.

Coordinated the financial management of joint-venture activities.

Directed the development, reporting, and analysis of operating and financial budgets.

Coordinated department turn-around process involving Finance unit.

Managed participation in audit engagements conducted by internal and external sources.

RFL: 1,500-hour Consulting Agreement/Statement of Work (CA/SOW) successfully completed.


NATIONAL CITY BANK, Cleveland, OH 1996 – 1998

Vice President and Senior Financial Officer

Controller’s department staff position, with responsibility for the financial control function of the Mortgage and IT business units, and for providing leadership during the installation of a new profitability reporting system. Also, was responsible for the financial management of a banking unit.

RFL: Started IT Finance consulting firm organized as an LLC.


KEY BANK, Cleveland, OH 1993 – 1994

IT Finance SME and Cost Management Senior Analyst

Financial Reporting staff position, responsible for the financial cost management function within IT.

Supported the conversion to a new Product and organization profitability system, by providing IT financial acumen as a member of the Summit conversion project team.

RFL: Merger-related Reduction-In-Force.


MBA, Management and Finance – Arizona State University & Western International University,

Tempe & Phoenix, AZ

BS, Social and Behavioral Sciences – Arizona State University, Tempe, AZ


ARIS Business Designer, 7.0

ARIS IT Architect, 7.0

BMC Remedy

Business Objects’ Crystal Reports, 9.0

cc:Mail, 4.02

Computer Associates’ Clarity/Niku

Computer Associates’ MICS, 6.0

Computer Associates’ SAR, 1.6.7

D&B Millennium G/L, 2.0

Harvard Graphics, 2.0

Hyperion Essbase Reporting Module

Hyperion Pillar Planning Module

IBM DOS, 5.0

IBM PS/PC, 1.3

Lawson G/L

Lotus 1-2-3, 3.1+

Lotus Notes, 6.5

Lotus Symphony, 2.0

Microsoft Access, 2.0

Microsoft Excel, 10.0

Microsoft Office, 4.3

Microsoft Outlook, 5.0

Microsoft PowerPoint 4.0

Microsoft Sharepoint,

Microsoft Windows, XP Professional

Microsoft Word, 10.0

Pace KOMAND, 3.4

PeopleSoft, 8.9

SAP, R/3

Structured Query Language

Summit OPS/PPS, 4.1i/5.2

WordPerfect, 6.0a


LinkedIn ID

Skype ID sbrady697

Contact this candidate