CFO/Controller Shared Service Financial Reporting End Closing

KEY SKILLS AND COMPETENCIES

CFO/Controller

Shared Service

Financial Reporting

End Closing Process

GAAP & IFRS

Operations – Audit – Capital Raising Process & Debt, Financial Planning & Analysis, Valuation & Strategy

Staff Development & Supervision

Financial Services & Private Equity

Manufacture, Healthcare, Real Estate

Sarbanes Oxley/SOX

SEC Reporting

Currency Translation

ERP: Oracle, SAP

Hyperion, Workday

EXPERIENCE

Key Morse Growth Partners, LLC, Austin, Texas

2021-2023

Key Morse is a $50 million private equity (Start-up) helping innovative ventures navigate the new enterprise landscape and for capital to find new home.

CFO

Managed the accounting operations including receivables, payables and GL.

Integrated three financial systems conversion, migration and implementation.

Managed staff of 2. Directed financial planning, budgeting, treasury and strategy.

Developed, directed and maintained accounting, finance, internal and external reporting.

Made quarterly presentations to the Audit Committee of the Board of Directors.

Key Accomplishments:

Improved monthly/quarterly close process and reporting timing by 3 days.

Implemented sales forecast and backlog system.

Eden Equipment Company inc., Austin, Texas

2016-2021

Eden is a $150 million manufacturer of industrial vessels, industrial filter cartridges and pools and spas filter cartridges..

CFO

Responsible for accounting, financial, planning & treasury functions of the overall firm.

Responsible for financial reporting for Board of Directors & Private Equity team.

Directed the closing process.

Set up cash flow and valuation models.

Directed budgeting, planning, forecasting and monthly financial analysis.

Oversaw sale process due diligence.

Coordinated external audit activities and directed the activities of the finance organization.

Led strategy sessions of senior leadership team.

Made quarterly presentations to the board of directors.

Key Accomplishments:

Completed three acquisitions totaling $120 million in revenue.

Integrated two systems (Quickbooks to Sage, and Sage to NetSuite).

National Instruments Corporation, Austin, Texas

2014-2016

NI is a $1.66 billion publicly traded producer of automated test equipment and virtual instrumentation software with deep domain expertise across semi conductor, automotive, aerospace and electronics..

Interim Director Finance Foreign Entities

Responsible for P/L and financial reporting of 6 foreign entities.

Oversaw month-end close operations with currency translation.

Developed and maintained accounting policies and regulatory compliance (SEC, SOX, IFRS)

Coordinated external audit activities including addressing audit concerns/issues.

Managed payment processes, transfer pricing and taxes.

Led budgeting, forecasting and results analysis. Developed and monitored reporting metrics.

Key Accomplishments:

Oversaw successful external audit for foreign entities and joint-ventures.

Completed acquisition process, including evaluation of targets and valuation.

Completed due diligence, integration of transactions and post transaction measurement.

Reynolds Opportunity Partners, LLC, Reynoldsburg, Ohio

2005-2014

Reynolds Opportunity Partners is a $550 million real estate company that develops and finances projects and manages commercial buildings.

Senior Director Accounting and Finance

Managed overall accounting operations and financial analysis.

Supervised a team of 11.

Developed and maintained accounting policies and procedures, ensuring the integrity of records.

Coordinated external audit activities including addressing audit concerns/issues.

Led budgeting, forecasting and variance analysis. Developed internal control processes.

Key Accomplishments:

Oversaw successful Oracle ERP upgrade.

Participated in raising $50 million in capital from venture capitalists.

Completed implementation and set-up accounting department.

OTHER PROFESSIONAL EXPERIENCE

Medfirst Healthcare Services Inc., Culver City, California

2000-2005

Accounting Manager (2002-2005) IPO 2002

Senior Accountant (2000-2002)

EDUCATION: CALIFORNIA LUTHERAN UNIVERSITY, Thousand Oaks, California

School of Management

Masters of Business Administration, Finance 2000

CALIFORNIA STATE UNIVERSITY, Northridge, California

School of Business

Bachelor of Science in Accountancy, 1998

LICENSES AND Certified Treasury Professional (CTP)

ASSOCIATIONS: Association of Financial Professionals (AFP)

University of Southern California/Los Angeles Society of Financial Analysts

LANGUAGES: Fluent in French and working knowledge of German

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