Accounting and Finance Professional
Financial Planning and Analysis / General Accounting / Project Accounting / Cost Accounting / Payroll
Accounts Payable / Cash Management / Contract Management / Risk Management
Corporate, Operating, and Project Environments / Restructuring / System Conversions / M&A
Demonstrated success improving financial performance and internal controls
Finance and accounting leader that implements best demonstrated practices. Consistent record of improving finance and accounting performance through workflow process improvement, cash flow prioritization, financial planning and analysis, and internal controls. Demonstrated ability to improve operations through operational reporting, budgeting, cost reduction, and project management. Experience with project management, system conversion, reorganization, mergers and acquisitions, and strategic planning. Committed to staff development, through consistent feedback, coaching, stretch assignments, and training. Successful working in headquarters and field environments. Gets results from all levels of an organization by working collaboratively with staff, peers, and the leadership team.
Functional Skills
General Management and Leadership
Managed the accounting and finance department for the Build LACCD program
Responsible for all accounting and finance activities for Schindler Elevator’s West Region
Created and managed the risk and credit department for the correspondent lending division of Countrywide
Created the financial planning and analysis function for the commercial lending division of Home Savings
Managed the due diligence and integration of the $100 million merger between Schindler and Millar Elevator
Responsible for due diligence and integration of the acquisitions of Hotchkiss and Sterling into Schindler
Financial Planning and Analysis
Improved cash flow forecasting and accounting processing through data mining of system information.
Developed annual plans with 12 month rolling forecasts in partnership with regional and senior managers
Conducted monthly variance analysis ranging from cost center to operating division levels
Identified risks and opportunities to monthly and annual performance in coordination with operating managers
Consolidated P&L for 24 offices into a cost/volume performance reporting format
Analyzed performance of major projects to identify costing errors and billing opportunities
Risk Management
Reduced payment processing risk at Build LACCD by 40% through optimizing workflows and increasing accountability of each workflow process owner.
Lowered bad debt expense 20% for Schindler by developing a system to identify high payback opportunities
Mitigated loss exposure 10% at Countrywide by developing a systematic approach to identify account risk
Reduced credit losses 15% for Countrywide through negotiated settlements
Reduced non-performing assets 75% and credit losses by 50% at Home Savings by creating an asset management system
Profitability Enhancements
Reduced operating costs 10% for Build LACCD by reducing workflow processing requirements.
Increased operating margin 5% at Schindler by identifying contractual billing opportunities
Improved cash flow 10% for Schindler by eliminating workflow bottlenecks and setting billing targets
Reduced operating expenses 5% at Schindler by reviewing vendor terms and pricing
Increased origination income 10% for Home Savings by developing a risk based pricing model
Professional Experience
Finance Manager, Build LACCD, March 2017-now
Controller responsible for all accounting and finance activities of a $9 billion dollar bond program
Managed staff of 12 and provided functional finance / accounting direction for field teams
Minimized operating and financial risks by reengineering approval workflows and realigning KPIs.
Consultant, April 2016 – March 2017
Provided CFO level support to organizations by identifying efficiency improvements through restructuring, system conversion and implementing best demonstrated practices for accounting and finance functions
Contracted to convert an ERP system that was delayed over a year: implemented the conversion in 4 months.
Contracted to identify opportunities to double operating margin to 10%: developed a restructuring plan that reduced personnel costs $1 million per year: reduce Workers Compensation charges by implementing a safety program and an early return to work program
Contracted to evaluate payroll, benefits, and 401K programs: identified opportunities to improve programs without increasing costs; managed converting human resources processing systems to ADP
Finance Manager, Schindler Elevator Corporation, January 2000- April 2016
Controller for a $300 million operation responsible for all accounting and finance activities.
Managed administrative staff of 24 offices across 12 states.
Partnered with operating managers to achieve operating and financial goals.
Vice President of Finance, Countrywide Home Loans, August 1996- January 2000
Responsible for risk management of a $10 billion operation
Managed $1 billion per year of commercial credit requests
Reduced credit losses by $1 million per year through negotiated settlements
Vice President of Finance and Administration, Home Savings of America, November 1992-August 1996
Responsible for all financial activities of a $500 million a year operation
Created a financial planning and analysis function for the Commercial Lending division
Financial Planning and Analysis, Atlantic Richfield, June 1984- November 1992
Financial Accounting Supervisor responsible for financial accounting and capital budgeting
Senior Financial Analyst responsible for financial planning and analysis, budgeting, and reporting
Education
Master of Business Administration, University of Southern California, 1984
Bachelor of Science in Economics, Pennsylvania State University, 1980