Financial Management, Director, Consultant

STEVEN A. AARONSON, MBA

949-***-**** (C) Mission Viejo, CA *******@***.***

OPERATIONS ORIENTED FINANCIAL EXECUTIVE

Energetic finance, operations, and business analysis professional with

broad industry experience. High

integrity, hands-on leader with proven problem-solving, critical thinking

and excellent communication skills.

Significant experience with strategic and operational planning, reporting,

finance and complex modeling

Development of Strategic and Operating Plans, budgets, forecasts, variance

analysis, and pricing models

Design of expert financial models to predict and optimize sales, profit,

cash flow and capital

Benchmarking and reporting of KPI's and business drivers to optimize

resources, decision support

Policies, procedures and internal controls, system implementations, SEC and

GAAP reporting

Board, Management and investor reporting; expense management and control,

allocations, make-buy

EXPERIENCE

FINANCIAL MANAGEMENT SOLUTIONS, Mission Viejo, CA Jul

2009 - Present

Principal Consultant

Business: Consulting practice offering financial & advisory services,

business plans & operational expertise

Clients include: OptiSense Network, MDx Health, Agendia BV, Kofax PLC, and

Exiqon Diagnostics

Client industries include: healthcare, manufacturing, energy, software,

biotechnology and clinical services

Financial management and advisory services, financial modeling, systems

integration and implementation

Directed and implemented strategic and operating plans and budgets,

forecasts, capital budgeting

Revenue recognition; process improvement and documentation; establish

reserves, cost benefit analysis

Financial statements; monthly closing; developed Board, management and

external reporting packages

Treasury and cash management; policy and procedures development; inventory

management and control

Operational analysis; pricing, billing and reimbursement; receivables,

compensation plans

Audits and risk management; dashboard analytics; staff recruitment,

training, development, team building

ENERGY & POWER SOLUTIONS CORPORATION, Costa Mesa, CA

Aug 2008 - Jun 2009

Director of Finance (reported to the CFO)

Business: $32MM energy intelligence & efficiency, engineering, power plant

construction, private

Directed the GL conversion and implementation of multi-company enterprise

accounting system

Designed financial and operational reporting and metrics leading to

reduction in overhead by 25%

Developed policy, procedures; pricing and credit policy; and supported

Board of Director reporting

16. Directed the Annual Plan and Budget; construction projects

modeling; ROI/IRR/DCF; CAPEX; monthly close; rolling forecasts;

cash management; natural gas hedging and demand forecasts; risk

management; cost and schedule control; sales and audit support;

incentive compensation plans, carbon credits.

POWERWAVE TECHNOLOGIES, INC., Santa Ana, CA

Mar 2007 - Jul 2008

Manager of Financial Planning & Analysis (reported to the Sr. Director of

FP&A)

Business: $900MM international manufacturer of wireless communications

equipment, public

Produced the Annual and 5 Year Plan, forecast templates, processes, cost

centers through P&L, BS, CF

Designed expense and variance analysis templates and reports for Sr.

Management - $200M Op Ex

Saved $85MM thru consolidations; development of manufacturing standards &

P&L's for global operations

Project team leader for the acquisition of Planning / BPM software - $500K

budget

JEFFERSON WELLS INTERNATIONAL (Now EXPERIS), Irvine, CA

Sep 2006 - Mar 2007

Management Consultant (Nationwide consulting firm)

Interim CFO, audits, Strategic and Operating plans, forecasts, budgets,

financial statements, proposals.

L-3 INTERSTATE ELECTRONICS CORP., Anaheim, CA

Oct 1999 - Sep 2006

Senior Financial Analyst (reported to the CFO)

Business: $100MM designer and manufacturer of GPS, SWS and displays

technology, public company

Developed Program Plans, forecasts, variance analysis, contract performance

& corrective action, booked revenue and expenses, SEC and management

reporting, SOX compliance, ROI, process improvement, developed proposals,

policy & procedures, sales and marketing support, audit support, staff

development.

Led monthly Division Management Review, implemented divisional forecast

system, reports and process

Increased profits 10%, or $2MM, through the redesign of the change order

process

Responsible for the $65MM GPS division; Developed key metrics, management

scorecards and reporting

EL POLLO LOCO, Irvine, CA

Dec 1994 - Sep 1999

Senior Financial Analyst (reported to the CFO)

Business: $130MM restaurant company, public company

Operational planning and analysis; rolling forecasts; management and

external reporting; menu mix and pricing; competitor and promotions

analysis; real estate site analysis; administration of all capital and

advertising ($20MM) budgets; optimization of working capital.

Directed the annual operating plan process, authored the monthly Management

Operations Report

Managed $20MM annual advertising budgets, by market, by demographic, and

campaign effectiveness

26. Increased margins 5% or $1.5MM thru the development of ideal

food costs and portioning, and decreased labor costs 7% or $2MM

thru labor staffing guidelines for all company restaurants

27. Designed the annual restaurant manager incentive compensation

plans, eliminating EPL's financial exposure, sped up payments,

simplified reporting, and increased employee participation in

payouts

Developed markets thru re-franchising company stores, and increased

Franchise ownership 35%

CURAFLEX HEALTH SERVICES, INC. (now APRIA), Ontario, CA

Jan 1993 - Dec 1994

Manager of Financial Planning and Reporting (reported to the CFO)

Business: $100MM home infusion and pharmacy services, public company

MD&A, SEC and management reporting; consolidations; strategic and operating

plans; M&A analysis and due diligence; forecasting and variance analysis;

bank and regulatory reporting; contracts and proposals; special projects;

valuations; capital budgeting and authorizations.

29. Directed the annual plan process, coordinating 60 regional

centers and product lines from business plan to final budget,

P&L's, balance sheets and cash flow statements

SRS IMAGING, Irvine, CA

Sep 1991 - Dec 1992

Director of Finance & Administration (reported to the President)

Business: Startup venture manufacturing high-tech laser printers, privately

held - technology sold

Managed all finance, accounting and human resources functions; export

administration; sales and marketing support; strategy execution; logistics

and reporting for Board of Directors.

30. Implemented a standardized, JIT inventory system, negotiated

credit terms, established credit line, set up the SRS cost

accounting system, BOM standards, and month end close procedures

EDUCATION

MBA, Business Administration - Finance, Pepperdine University, Irvine, CA

BA, Business Administration - Financial Management/Marketing, California

State University, Fullerton

Skills: Advanced Excel (pivot tables, VLookups), MS Office, Hyperion,

Oracle, Quick Books, CPM

CA Licensed insurance Agent

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