DAVID D. SMALLEY CMA

Burlington, VT ***** admjw8@r.postjobfree.com www.Linkedin.com/in/DavidSmalley

(c) 802-***-****

Financial Manager Financial Analyst Accountant ERP User and Developer

Diverse and extensive business experience in Electronics Manufacturing, E-commerce, ERP Software Development, Life Sciences, Litigation Support and Real Estate. Provide creative and rigorous application of professional standards as a CMA, CPA candidate and System Analyst to achieve business profit objectives. Demonstrated success delivering innovative projects and streamlined processes through cross-functional collaboration.

Areas of Expertise

People Management Project Management Financial Analysis Operational Analysis Systems Analysis Financial Reporting Managerial Reporting Business Planning Compliance and Controls

Qualification Summary

People Management

Controller and CFO for in-house team and Outsource Partners

Financial Manager of 10 Analysts Engaged in Cost Planning and Customer Bidding

Budget Program Manager for Multi-Location Multi-National

IT Manager and Team Lead in ERP and Customer Engagement Application Development

Project Management

Business, tax, and investment planning for multiple business entities with annual revenue ranging from an 1M$ start-up to an 8B$ multi-national.

Manufacturing spending and cost planning for financial reporting and cost estimating with an emphasis on GAAP reporting and the assignment of controllable costs to supplier budgets.

Customer pricing support with cost and menu management for 1500 bids annually executed in compliance with the authorized governance rules of manufacturing spending, cost, investment, and financial controls embedded on IBM.com and Globalfoundryview.com.

ERP cross-functional tool design, implementation, and use encompassing customer content, menu offerings, manufacturing, finance, supply chain, and product development.

Litigation support in all case phases including complaints, scheduling orders, discovery, trial, and appeal.

Presentation of business interests to lending institutions, insurance companies, tax and land regulatory agencies, public development hearings, Superior Court hearings, State Supreme Court hearings, corporate executives, and location managers.

Professional Work Experience

Senior Accountant / Consultant 2020

Robert Half assignment with Champlain Cable $100M annual sales multi-location component manufacturer as a senior accountant and consultant

Assistant to Controller for month end closing process encompassing enterprise level reporting package, product costing of new product introductions, reconciliation of Axiom EPR and general ledger reporting.

GAAP based reporting with standard costing and variance application to fair market inventory valuation.

Development of accounting process efficiencies for ledger input and reporting of product costing.

CDA Small Business 1994 to Present

CFO and controller participation with ownership in the creation of a business start-up and transition to a sustained, successful, entity with annual revenues in excess of 1M$.

Participated with ownership interest in the selection of lending institutions and securing start-up financing. Development, and presentation of business plans based upon lending requirements, operating forecasts, and investment plan capacities.

Provided support and planning on incorporation and tax entity election to ensure maximum ownership benefit.

Development of accounting systems and internal controls to ensure reliability of accounting information, protection of cash assets, and measurement of key business plan metrics with integration in operating policies and management information systems.

Creation of monthly and annual financial reporting on a special purpose valuation basis designed to support the achievement of financing plan objectives.

Participated with ownership interest in the establishment of company policy and operations with respect to banking relations, payroll process, employment, investment, insurance, and outsource business partners.

Maximized information content and internal controls, minimizing cost in design of financial reporting and associated workflow for outsourced partners.

Provided guidance on negotiation, administration, and contracting of legal services, reducing costs by acting as legal liaison in the incorporation process, contracts and employment.

Litigation Support Project 2008 to Present

Managed application of appropriate legal theory, precedent, and supporting evidence.

Applied background knowledge in LLC, C Corp, S Corp tax, the legal structure of litigants, contracts, land development, land recording and land title in sufficient detail to support foundation of litigation.

Coordinated with counsel.

Pro Se Representation for 6 years, including managing the relationship with litigants and court requirements.

Acquired and practiced working knowledge in civil procedure and rules of evidence.

Acquired necessary and sufficient evidence by executing protracted and contentious discovery process, including court ordered production and subpoena enforcement.

Advanced litigation through necessary civil procedure by executing written pleadings, trial briefs, and State Supreme Court briefs.

Managed schedules and legal milestones through representation in multiple court status hearings.

Representation at bench trial as pro se counsel.

Presentation of oral arguments to the Vermont Supreme Court.

International Business Machines 1981 to 2015

Finance manager of ten professionals with responsibility for the creation of annual manufacturing standard unit costs for a 1B$ to 2B$ cost of goods and inventory valuation of 400M$. Management of high-volume customer quote cost estimating team processing 2200 bids annually with revenue of 6B$ - 8B$.

First implementation of an Activity Base Costing (ABC) system in IBM reengineering spending allocations, cost center definitions, and types of cost applications to products, The ABC methodology created substantial synergy in driving cost accountability for controllable spending and development design features within cost centers. ABC cost results supported material changes to decision rules on menu, pricing, and customer selection.

Introduced a world-wide manufacturing matrix management cost system for the product menu and supplier locations through close collaboration with finance, manufacturing, integrated supply chain, product managers, and development.

Administration of IBM corporate personnel policy

Successfully created, administered, and delivered twelve IBM Microelectronics Division strategic and operating annual budgets of 4B$ to 5B$ for 10-15 semiconductor manufacturing locations based upon IBM Corporate profit objectives. The budget role reported directly to the operating manager of the semiconductor segment.

Accomplished annual budget objectives through collaboration, coordination and negotiation with location managers, location controllers, and staff, resulting in average year-to-year spending reductions of 5%.

Facilitated and coordinated the regular reporting of key annual location measurements including, capacity, sales outlook, budget performance, staffing, and capital investment to senior and executive management

Software developer, Web master, DBA, and senior analyst for decentralized internet customer quote tools processing new business proposals with annual revenue of 6$ to 8B$ in new business proposals for fifty users on IBM.com.

Improvement in cycle time on high volume bidding process (2200 bids annually) by the introduction of life cycle and investment rules.

Continuous review of cross-functional bidding metrics produced benefits to plan and quote processes in excess of 100M$ over a two-year period.

Financial lead on Boston Consulting Group conversion of the IBM Microelectronics Division form captive cost center to OEM investment center.

Selection and use of analytic review techniques including: competitive and industry comparisons, period to period comparisons, ratio analysis, flexible budgeting, product and capital investment ranking, internal rate of return, present value, regression, linear programming, operational, and design metrics. management.

Global Foundries 2015 to 2017

IT manager, application owner, financial, and technical team lead for application developers and stakeholders in the development and deployment of ERP repositories and customer engagement software tools.

Coordinate the integration of bidding tools and business processes with strategic financial and operating plan owners.

Constructed and deployed enterprise level repository and quote tools to 30 users on budget and in the expected one-year schedule.

Managed and coordinated decentralized application development and cross-functional fulfillment teams with participants in India, California, Northeastern US, and Singapore.

Determined and documented user requirements through interviews, wire framing, and quantitative modeling.

Facilitate and create storage architecture, application code, interface specifications, performance testing, and training of groups ranging from thirty to fifty users.

Measurement of one hundred cross-functional fulfillment metrics.

Enhanced customer engagement through shared market-based repository producing an order of magnitude increase in design option analysis and reduction in valuation cycle time from ten days to on demand.

Establish transformation standards for business planning and quote processes on Globalfoundryview.com

Software Experience

AXIS ERP

Sales Force

Apttus

X-Author

Web Sphere

DB2

SQL

JAVA

CSV Interface Tools

Microsoft Office

Hyperion Essbase

Eaglesoft

Education and Professional Development

Certificate of Management Accounting (CMA)

Member Institute of Management Accountants

Public Accountant Candidate (CPA unlicensed) Exam Completed in NYS

CPE, over 400 hours since 2006

Master of Science (MS), Accounting, Syracuse University (150 Credit Hour Standard)

Bachelor of Arts (BA), Economics, SUNY at Cortland

Completion of education for real estate licensure

Contact this candidate