GEOFFREY M. BOICE CPA, CMA, MBA

TIGARD, OR *****

503-***-****

adc1rs@r.postjobfree.com

DYNAMIC FINANCE LEADER

Extensive expertise in budgeting, forecasting, financial modeling, reporting, analysis, and cost accounting. Pro-active, focused on improving results. Multiple industry experience; from start-up to fortune 500 organizations. Capitalize on creative planning, effective communication, and successful teamwork producing extraordinary results.

KEY CONTRIBUTIONS & ACCOMPLISHMENTS

Budgeting and Forecasting

Prepared strategic plans and annual budgets up to $100 million in expenditures.

Directed FP&A, Accounting, and Finance activities for Direct Mail/Retail business; growing sales from $500,000 to $25 million in 5 years.

Developed Capital Project review process and procedures including NPV and ROI models to evaluate project viability.

Cost & Inventory Accounting

Implemented Standard Costing to analyze manufacturing variances, determining root causes, generating process improvements.

Managed Corporate E&O Reserves totaling over $100 Million to ensure proper Inventory valuation and alignment within product lines.

Increased product costing accuracy and inventory management through Activity Based Costing (ABC).

Financial Reporting and Analysis

Prepared Corporate SEC filings including 10-Q’s, 10-K’s, and 8-Ks as well as Earnings Press Releases and Stockholder Proxy Statements.

Reduced closing cycle to 5 days from over 10 days at Climax Portable Machine Tools.

Developed process for measuring and reporting the impact of foreign currency exchange fluctuation in accordance with FASB 52, Foreign Currency Translation.

Performed Due Diligence activities for the acquisition of Gyphics, including preparation of SEC 8-K filing.

ERP System Conversion and Implementation

Directed SAP FI and CO modules implementation to replace JD Edwards.

Implemented Hyperion Enterprise, PeopleSoft Payroll and Mattel’s ERP system (MIMICS).

Mergers & Acquisition

Prepared due diligence report for multiple companies culminating in acquisition of the target company.

Integrated finance and accounting activities of acquired company. Prepared Balance Sheet and Income Statement conversion.

Assisted in Legal Structure reorganization and consolidation.

SOX and Internal Control Management

Coordinated SOX 302 & 404 compliance activities. Upgraded controls and disclosures.

CAREER HIGHLIGHTS

Kelvix, Tigard, OR Jul 2017 – present

Manufacturer of commercial LED Lighting Products.

FINANCE DIRECTOR

Facilitated development and improvements to the corporate infrastructure including: Tax Accountants, Corporate Attorneys, Banking and other Financial Advisors to provide framework for accelerated expansion.

Designed and developed complex financial models, forecasting/budgeting processes, sales and customer level financial analysis, proformas, management presentations and cash flow projections.

Provide strategic advice to the owners and executive management regarding investments for growth to maintain and further the company’s market leadership and build competitive advantage.

Coordinated with Legal and Tax to set up new Operating Companies for building purchase and the development of new products ventures.

Finance Contact for the conversion of the QuickBooks ERP System to SAP Business One.

Lam Research, Tualatin, OR Dec 2015 – May 2017

Leading supplier of wafer fabrication equipment to the semiconductor industry; annual revenue $6 billon.

DIVISION COST ACCOUNTING

Oversight of Multi-Billion Dollar Division’s Cost Accounting activities including new product development, labor utilization, forecasting, and production variances.

Analyzed production variance and determined root cause. Worked with Production Planning to correct variances and ensure accurate cost of sales and product costing.

Prepared forecast of Labor Absorption and analyze variance between forecasts.

Reconcile Work in Process and Finished Goods Inventories.

Consulting & Interim Projects Nov 2014-Jan 2016

Warn Industries (Jun 2015 to Dec 2015) Interim Controller

Managed SOX and Internal Audit activities. Coordinated company activities including remediation actions with Management, Internal and External Auditors.

Supervised Accounting staff of 5 in AP and Financial Reporting.

Prepared Financial Statements and Reporting to parent company (Dover Corp).

Schnitzer Steel (Feb 2015 to Apr 2015) Technical Accounting Consultant

Analyzed impact of GAAP technical accounting statements: completed Step 1 and Step 2 analysis for Fair Value of Long-Lived Assets and Goodwill Impairments.

Selmet, Inc. (Dec 2014 to April 2015)

Prepared Due Diligence Report for management culminating in the acquisition of the target company. Developed acquisition integration checklist plan for Accounting, HR, and IT.

Eaton-Controls and Power Conversion Jul 2011- Nov 2014

Manufacturer of OEM power and circuit protection products for transportation, heavy construction and military vehicles and equipment. Sure Power/CBT-NA revenue is approximately $100 million.

SURE POWER/NO. AMERICA TRANSPORTATION GROUP CONTROLLER

Develop annual operating budgets and monthly & quarterly forecasts, variance analysis, calculate standard direct labor and overhead absorption rates, inventory cost roll, and reconciliations.

Development and preparation of KPI’s for senior management team.

Financial Oversight of multiple locations accounting and finance activities including: Month End Close; Annual Budgeting, Forecasts; Standard Costs, Physical Inventory, and Reconciliations.

Prepared complex journal entries over multiple companies and legal entities.

Prepare and analyze Capital Acquisition Proposals to validate that the expenditures meet the company’s NPV, ROI and other payback criteria.

Reduced or eliminated over $1,000,000 of production order variances or errors through daily review of transactions and communicating unusual activity to management.

Trained Finance & Accounting Staff at the Torrance and Tijuana locations on SAP FI/CO modules.

Rock Tenn / Smurfit Stone Feb 2010 - Jul 2011

BUSINESS UNIT CONTROLLER

Managed Accounting Staff of 8 employees in Portland and Vancouver BC Plants. Functions included AR, AP, PR and Financial Reporting

Improved internal audit score to an excellent rating: from prior management’s poor rating.

Directed all accounting activities for Smurfit’s NW Business Unit, comprised of two container plants, during transition/emergence from bankruptcy and subsequent acquisition.

Climax Portable Machine Tools, Inc., Newberg, OR Sept 2008 – July 2009

Industrial Equipment Manufacturer. Annual Revenue decreased from $35 to $20 Million

CONTROLLER

Prepared annual operating and profit plan including Capital Budgeting and Project review procedures.

Implemented Standard Costing: analyzed manufacturing variances, determining root causes, generating process improvements.

Managed Cost Accounting, Financial Reporting, Accounts Payable, Accounts Receivable.

Developed Foreign Exchange Hedging Policy and recommended multi-currency pricing to reduce risk of international currency fluctuation.

Cascade Microtech, Inc. Beaverton, OR Sept 2006 – Sept 2008

Leading designer and manufacturer of advanced wafer probing equipment. Annual revenue of $100 Million.

CONTROLLER

Analyzed financial results including variance analysis against Plan. Partnered with peer managers to address and resolve root cause to improve performance.

Prepared Capital requests including NPV, ROI, Payback analysis as well as narrative write-up to support business needs and justification for project approval.

Coordinated SOX 302 & 404 compliance activities. Upgraded controls and disclosures.

Managed staff of 10 in consolidation, reporting, financial planning & analysis, and general ledger for the company’s 6 wholly owned domestic & international subsidiaries.

Drove improvements to Treasury and Cash Management. Saved $100,000 in annual transaction cost of foreign currency transactions. Locked in $400,000 gain through hedging.

Converted Payroll to ADP Easy Pay System from In-House processing to enable tracking of R&D Projects to take full advantage of R&D Tax Credits.

ADDITIONAL EXPERIENCE

Mattel Portland - CONTROLLER / FINANCIAL PLANNING & ANALYSIS MANAGER

Credence Systems Corporation - OPERATIONS ACCOUNTING MANAGER

EyeVelocity, Inc. - CONTROLLER

Portland State University – INSTRUCTOR BUSSINESS ADMINISTRATION

EDUCATION & LICENSES

Certified Public Accountant (CPA)

Certified Management Accountant (CMA)

MBA, Portland State University

BS, University of Oregon

PROFESSIONAL AFFILIATIONS

Institute of Management Accountants (IMA)

Portland Chapter President 2001-2002

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