CFO Attorney at Law

JESS R. ALVARADO

**** ******* ****, *******, ** *4618

Cell - 415-***-****

email – *************@*****.***

linkedin.com/in/jess-r-alvarado-56a2713

EXPERIENCE

September 2016 – Current Business and Financial Consultant, Oakland, CA

Provide business consulting and CFO advisory services to start-up companies and small to medium-sized businesses.

Currently serving as interim CFO for startup company in the sports equipment industry; assisting in raising capital, creating business plans and models, preparing financial forecasts and projections, and strategizing on product launch.

Currently assisting medical research lab equipment management firm that provides services to leading biotechnology and medical device companies. Evaluating and advising on structure of commercial transactions.

Serving as interim Director of Finance for startup computer hardware company, creating business models, budgets, raising capital and debt financing.

May 2013 - August 2016 Chief Financial Officer, SAFE Security, Inc. and Subsidiaries, San Ramon, CA

Key part of executive management team that made daily financial and operational decisions and directed strategy for high growth, private equity backed company in the security alarm industry.

Responsible for company's finance and administrative functions (including all aspects of banking, treasury, financial modeling, budgeting and forecasting), accounting (including month-end closings and annual audits), tax, human resources, and business systems.

Attended and presented financial results, projections, and metrics at periodic board, bank and investor meetings.

Refinanced bank credit facility with new bank syndicate; increased facility to $175 million with higher advance rates and significantly lower interest rate; augmented facility with $25 of million subordinated debt.

Managed and drove financial and operational aspects of large asset acquisition in August 2014, which increased company's Recurring Monthly Revenue by 63% and significantly increased EBITDA.

Responsible for design and implementation of several IT developments to manage scale for future company growth. Including implementation of general ledger, accounts payable and inventory modules for new ERP.

Drove meaningful improvements to key operational areas including customer service, installations, and collections.

Successfully played a key role in collaborating and coordinating with company's legal, acquisitions, operations, and sales departments in a unified mission to increase company efficiency and profitability.

Assisted company’s inside and outside counsel in evaluating litigation risk exposure, and drafting various agreements.

September 2010 - April 2013 Chief Financial Officer, Marin Mountain Bikes, Inc., Novato, CA

Company is a prominent designer and wholesale distributor of bicycles and accessories in the US and over 40 countries.

Customers included REI, Eastern Mountain Sports, and independent dealers in North America.

Played key role in ensuring that product was quality controlled, delivered timely, and customer orders were filled promptly .

Successfully positioned company for stock sale to a private equity investor; provided all due diligence requests, managed outside counsel, and closed transaction in 2012.

Post-sale accomplishments included the implementation of SAP ERP within a short timeframe.

Oversaw all banking, treasury, accounting, tax (including transfer pricing) and financial reporting (including consolidation) functions for US and wholly-owned Canadian subsidiary.

Managed all cash flow activities, prepared budgets and forecasts resulting in significant reductions in operating costs.

Handled all legal issues, including athletic sponsorship contracts, product liability claims, and trademark issues.

2009-2010 Principal, Alvarado Law Corporation

Provided high quality legal services in a broad range of practice areas, including corporate law, business and real estate transactions, tax, estate planning and personal representation.

Managed and resolve tax disputes and controversy relating to federal, state and local tax and employment taxes for business organizations and individuals.

Closed business transactions, including mergers, divestitures, reorganizations, asset acquisitions and stock purchase and sales and dispositions.

Advise companies, officers and directors in corporate governance matters (including Sarbanes Oxley Act compliance).

Negotiate and draft operating agreements, partnership agreements, buy-sell and shareholder agreements.

Commercial transactions, including sales and service agreements, vendor and service provider agreements,

Employment law counseling and drafting of agreements including NDAs, employment agreements, independent contractor agreements, separation and severance agreements.

Counsel clients on and close diverse real estate transactions, including the acquisitions or dispositions of commercial and residential property, tax deferred exchanges, commercial and residential leases and subleases, real estate disputes, including lease buy-outs and early termination.

2005 - 2008 Consultant, Robert Half Management Resources/Associate, Resources Global Connections, SF Bay Area

Successfully performed and certified Sarbanes-Oxley Act compliance for public companies (primarily as consultant with Protiviti, a subsidiary of Robert Half International).

Tax planning and compliance for internet search company.

Clients included Ask.com, Leapfrog, Credence, Robert Half International, and Designs Within Reach.

June 2000 - March 2005 Senior Business and Tax Attorney, Berg & Parker LLP, San Francisco, CA

Experienced in corporate law matters, including, private equity investments, private placements, debt financing, corporate governance, entity formation, reorganization and dissolution of business entities.

Planned, negotiated, documented, and closed complex transactions, including purchases and dispositions of real estate, commercial leases, tax-deferred exchanges, stock and asset purchases and dispositions, and mergers and acquisitions.

Planned and formed several non-profit entities, including a major 501(c)(7) organization; obtained favorable PLR.

EDUCATION

Boalt Hall School of Law, University of California, Berkeley - Juris Doctor

Boalt Hall Student Association – Treasurer and First Year Representative, Ecology Law Quarterly – Member

Conducted coursework in the Haas MBA program during law school (Negotiations, Real Estate Development)

University of California, Santa Barbara, Bachelor of Arts - Business Economics

Graduated cum laude; Winner of the Robert J. Swenson Award (Academic Distinction and Service in Accounting)

Recipient, Kevin Moran Memorial Economics Scholarship & NFMES Engineering Scholarship

UCSB Accounting Association – President; Omicron Delta Epsilon (Economics Honor Society) - Member

PROFESSIONAL DESIGNATIONS, ORGANIZATIONS AND AFFILIATIONS

Certified Public Accountant, California (former, reactivation in process); Member of California Society of CPAs

Attorney at Law, licensed to practice law in California and New York; Member of State Bar of California and the New York State Bar Association

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