EXPERIENCE:
Management level professional seeking an opportunity as chief financial officer or controller. Extensive experience in accounting and finance, corporate management, business strategy and negotiation. A highly motivated individual who deals effectively with all levels of management, employees and outside professionals including bankers, attorneys, CPAs and governmental agencies.
Consultant 1997 to Present
Interim Chief Financial Officer/Controller and special projects. Per diem work for CPA firms.
Chief Financial Officer/Controller 1992 to 1999
Directfit (Integrated Partnerships) – National High Tech Staffing
Staffmark (WGI Solutions) – National Temporary Staffing and Employee Leasing
Roth (Ultimate/Abacus/Nextech) Staffing Services – Temporary and Permanent Staffing
Regency Health Services – Long-Term Health Care
These companies ranged from privately held start-ups to publicly held companies with revenues exceeding $380 million. Responsibilities included supervision of accounting staff up to 40 employees.
Public Accounting 1988 to 1992
Senior Audit Supervisor at Grant Thornton. Responsibilities included planning, conducting and supervising audit engagements including SEC clientele in the areas of manufacturing, distribution, franchising, financial institutions, mortgage banking and nonprofit organizations. Assisted in litigation and compliance services.
FINANCIAL SKILLS:
13 years as financial consultant
3 years as chief financial officer, 5 years as controller, 4 years of public accounting
Financial GAAP and SEC reporting
Strong technical, analytical and problem solving skills
Extensive knowledge of finance and accounting processes
Year-end audit, review and complication preparation
Budgeting and cash flow projections
Conversion of computer financial applications
Negotiation of working capital lines and equipment financing/leasing
Payroll processing and reporting
Development of policies and procedures
Recruiting, supervision and training of accounting staff
Filings with governmental and regulatory agencies
Workers’ compensation and general liability insurance
COMPUTER/SOFTWARE SKILLS:
Microsoft Access, Excel, PowerPoint and Word
ADP Payroll/Report Smith/Paychecks Payroll
AS 400 Applications and various proprietary industry specific software
Microsoft Great Plains, MAS 90, Machola, Navision, Peachtree, QuickBooks, Solomon/FRX
EDUCATION AND CERTIFICATIONS:
California State University, Fullerton
Bachelor or Arts, Business and Accounting, 1988
Certified Public Accountant Certificate, State of California, 1990
Certificate #57171
AFFILIATIONS:
American Institute of Certified Public Accountants
California Society of Certified Public Accountants