Management Accounting
Resume:
JAMES W. LEE, CPA
JAMES W. LEE, CPA
J WLEECPA 2001@ YAHOO . COM
OVERVIEW
Finance and Accounting executive with extensive management experience in Finance, Accounting, and
Operations.
• Proficient at project management, strategic initiatives, M&A and divestitures
• Experienced with the challenges of start-ups and turnarounds.
• Proficient at improving financial reporting, establishing internal controls and developing and
mentoring personnel.
• Effective team builder and leader with a proven track record for bringing together diverse groups
to achieve common objectives.
• Excellent communications skills and ability to articulate complex concepts to diverse, non-
technical and technical audiences.
SPECIFIC SKILLS INCLUDE:
• •
Cash and Working Capital Business Development
•
Mgmt. Performance
• Cost Controls measurement/KPI
• •
Interim Management Process Improvement
• •
Financial Planning & Staff Development
•
Forecasting Team Building
• Operational Policies and
controls
PROFESSIONAL EXPERIENCE
Resources Global Professionals, Inc., (RGP) North America.
Management Consultant
2005 - Current
Global profession consulting company
Providing expertise across business sectors.
Served as interim CFO for several entities whose business lines included consumer packaged
goods, food and beverage, software and high-tech semi-conductor manufacturing. Interfaced with
private equity, banks, investors, and outside auditors.
Advised and assisted clients with accounting staff development.
Consulted on product routing to improve efficiency and improved controls.
Provided due diligence services including financial modeling, forecasting and evaluating
operating synergies of merger target for a multi-billion dollar wholesale grocery distributor in Pacific
Northwest.
Provided restatement of revenue services for $4 billion global technology consulting firm,
reviewing and evaluating all service contracts to determine proper revenue recognition.
Enhanced and documented inventory and cost accounting procedures for pharmaceutical,
mining, consumer packaged goods, food and beverage and medical device companies.
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Performed due diligence for successful acquisition of two professional service companies. 2
Performed Sarbanes-Oxley evaluations and compliance testing for various clients.
Provided technical support, guidance and testing in connection with SAP implementations.
Provided clients with guidance in staff development as well as training, support and mentoring.
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JW Lee, CPA Consulting
United States and Virtual
Apex Microtechnology, Inc. Tucson, AZ.
Interim Chief Financial Officer Aug 2012 – Jan 2013
Oversaw finance and accounting functions for this high tech manufacturing division spun off from parent
company, Cirrus Logic.
Established opening Financial Statements.
Mentored and provided guidance to Finance & Accounting staff.
Interfaced with lenders, investors, auditors and government agencies.
Assured compliance with all debt covenants and performance metrics
Genea Energy Partners, Inc. Yorba Linda, CA
Interim Chief Financial Officer Nov 2011 - Jun 2012
Oversaw all Finance and Accounting functions.
Interfaced with lenders, investors, auditors and government agencies.
Segregated accounting system from related entity and migrated to new accounting system.
Provided financial reporting, cash management, financial planning and analysis.
The Rising Beverage Company, LLC. Newport Beach, CA
Start-up Beverage Company bottling and distributing performance beverages under the Activate brand .
Chief Financial Officer 2009 – 2011
Developed and oversaw all areas of finance and accounting, including financial reporting, financial planning,
modeling, pricing and costing, risk management, and working capital management for this startup beverage
company. Negotiated key supplier and customer contracts.
Established financial and administrative processes, internal controls, accounting procedures and key
performance reporting.
Recruited, developed, and managed team of finance, accounting and HR staff.
So. Cal Bakeries, Inc. Santa Ana, CA
Producer and distributor of bread products for retail, foodservice, and food processing industries
Chief Financial Officer 2003 - 2005
Directed all areas of finance and accounting, including financial reporting, financial planning, modeling,
pricing and costing, risk management and asset management.
Oversaw strategic planning, development and leadership of entire finance team and functions, and day-to-day
operations management.
Reduced overhead by 45% through consolidation and integration of the administrative departments of two
subsidiaries into one consolidated entity and team.
Fresh Food Concepts, Inc. Buena Park, CA
Mid-sized manufacturer and distributor of refrigerated fresh products sold across North America
Chief Financial Officer 2001-2003
Directed all areas of finance and accounting operations, including financial reporting, financial planning,
modeling, pricing and costing, risk management, working capital management, and asset management.
Key member of a management team that acquired and merged three separate companies into one, while
simultaneously relocating newly combined company to a single new facility.
Performed necessary due diligence for above acquisitions.
Oversaw the integration of multiple systems into a single system, and consolidated the Finance and Accounting
departments into one.
Barth & Dreyfuss Of California, Inc. Los Angeles, CA
$100MM manufacturer, importer and distributor of consumer goods, specializing in household textiles.
Vice President, Finance and Administration 1999 - 2001
Directed all areas of finance and accounting operations, including general accounting, cost accounting,
financial and government reporting, internal controls, risk management, human resources, and information
technology (JD Edwards).
Improved working capital performance for optimum liquidity.
Teamed with Operations and Sales departments for successful inventory reduction strategies that resulted in a
forty percent inventory reduction to maximize cash flow and minimized debt.
La Victoria Foods, Inc. / Authentic Specialty Foods, Inc., Chino, CA
Major manufacturer of premium salsa and other Mexican foods under the La Victoria, Embasa, Tortilla King, La Monita,
Sauces Unlimited and Calidad brands. $150MM revenues.
Chief Financial Officer 1990 - 1999
Directed all areas of finance and accounting operations, including IT (SAP), financial and government
reporting, risk management, planning and budgeting, and development of new systems and procedures.
Member of an executive management that increased revenue 250 percent through both organic and strategic
acquisitions.
Successfully merged and consolidated financial, IT, and administrative functions of three acquired companies;
was FICO lead for SAP implementation.
Improved cost awareness, accountability, and predictability with implementation of formal annual planning,
modeling, and budgeting process that helped the company improve working capital management and eliminate
outside financing for the first time in several years.
Rocket Industries, Inc. Los Angeles, CA
Manufacturer and importer of automotive parts and exercise equipment.
Chief Financial Officer 1988 - 1990
Cemex, Inc. Los Angeles, CA
International building materials and mining company.
Manager of Corporate Accounting 1987 - 1988
MCGLADREY, LLP. Irvine, CA
Big Five accounting and consulting firm.
Audit Supervisor 1984 - 1987
EDUCATION
BS CALIFORNIA STATE POLYTECHNIC UNIVERSITY, Pomona, CA
C ERTIFICATIONS
Certified Public Accountant, State of California - Active
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