Wes MacLagan, CPA, CGMA, PMP

advljz@r.postjobfree.com www.linkedin.com/in/wesmaclagancpa 508-***-**** Rehoboth, MA 02769

Executive Summary

Wes transforms existing business models into more powerful, dynamic futures for growth situations due to corporate life events: merger and acquisition, change in strategic direction, regulatory mandates, going public and organic growth opportunities. A master at leading teams, Wes integrates the people, process, controls, data, and systems to dramatically increase revenue, margin, and profits, decrease cycle times and risk, increase performance, efficiency, and effectiveness, and innovate new product offerings and new services. Key name brand firms served in product revenue streams, procurement, inventory, supply chain, cost, accounting, reporting, merchandise replenishment, and controllership: Otsuka, Procter and Gamble, CVS, Bob’s Stores, KB Toys, EMC, Reebok, Stride Rite, Melville, Biogen, Cumberland Farms, Koch Enterprises, Dunkin’ Brands, Kronos, Aspect Software, Textron, Iron Mountain, Behnisch Arkitekten, Wind River Environmental, and DiversityInc.

Profile

Expertise in the executive management of accounting and finance, driving process improvement, enhancing reporting and analytics, and ensuring compliance:

oEfforts from conception to delivery. Sought after trusted advisory as CFO / Controller – Sales Order Management, Billing, Revenue, AR, Cash, AP, GL, HR/Payroll, Financial Reporting, Tax, Treasury, Budgeting and Planning. Active mentor to team members and collaborator with peers.

oChart of Accounts design, reports design and systems implementation for Accounting and Finance: Oracle EBS, Oracle EPM, NetSuite, Financial Force/Salesforce, Infor, ADP, Bill Trust, and QuickBooks.

Core Proficiencies

•Leadership / Finance and Accounting

•Leadership / IT Dev / Operations Management

•Customer Success

•Performance Optimization

•Solutions Implementation

•Strategic Analysis & Planning

•Business Process Engineering

•Continuous Improvement

•Business Development

•Organization Transformation Leader

•Sarbanes Oxley Internal Controls

•Relationship Management

•Budgetary Administration

•Account & Portfolio Management

•Performance Management

•Change Management

•ERP / EPM / Revenue Systems

Professional Experience

Korn Ferry / Patina Solutions – Boston, MA 2016 to Present

PRACTICE DIRECTOR

Recruited to develop new strategic service revenue delivered by expert teams.

As Interim Controller, for private equity owned professional services / construction firm improved operations for Sales Account Management, Billing, Collections and Cash Application. Slashed DSO by 58% in national accounts.

As Interim CFO, improved operational controllership performance for close and report financials and KPIs, tax accounting, cash forecasting, revenue recognition, revenue forecasting, vendor payments, accounts receivable and collections.

As Interim CFO, conceptualized and implemented multi-year contract pricing strategy that delivered 19% increase in revenue.

As Interim CFO, removed breakage in processes and communications that delivered three years of annual financial audits in three months.

As Interim CFO, led Finance Effectiveness turn-around for national architecture firm: reorganized firm’s Finance and Accounting function:

oAssessed current state deficiencies and developed turnaround plan

oLed team to remedy outstanding Billing, Collections and Vendor Payment issues for nine months arrears

oNormalized operations for timeliness

oImplemented new automation of Billing, Payroll, Expense Reporting - Concur, clean-up of GL, and optimization of banking services

oTransitioned Finance function to new leadership.

For pre-IPO biotech company, implemented a new R&D manufacturing accounting function to catch-up nine months of un-recorded history, and restoring performance monitoring of outsourced vendor manufacturing resulting in 30% expense recapture.

For pre-IPO biotech company, led accounting operations for preparing quarterly and annual reporting including resolving technical accounting issues, account reconciliations, accounts payable and vendor compliance.

Led merger and acquisition integration for operations, engineering, finance, revenue accounting, tax, and IT for newly acquired U.S. and international entities doubling the contract base to $280M in annual revenue, billing, and collections.

Devised new way of working for expert business and IT teams to meet critical revenue recognition compliance deadline within a year by redesigning their systems development process.

Instituted new processes and responsibility reporting to enable a $224M SPAC IPO via ERP.

Revised and modernized Sarbanes Oxley compliance program for $1B in revenue manufacturing / distribution company. Supervised ongoing compliance for five years reporting to the CFO and Board.

Edgewater-Ranzal – White Plains, NY 2012 to 2016

PROJECT MANAGING TRANSFORMATION ARCHITECT

Hired to create new services revenue in financial process reengineering for corporate consolidations, FP&A, strategic finance, and business analytics.

Crafted and delivered business process solution that generated a 33% increase in revenue in 18 months.

Drove the collaboration of enterprise financial and IT teams to reengineer the business model for a global equity firm with $117B in assets for corporate accounting consolidations, FP&A, valuations, strategic finance, and business intelligence / business analytics.

For medical equipment manufacturer, upgraded business intelligence reporting for financial planning, asset management, manufacturing, and operations.

Conceived new process integration for providing comprehensive financial, operations and diversity electronic dashboard for a $70B firm.

Deployed a skilled team to devise and execute a 100% increase in company size through acquisition for corporate consolidations accounting.

Titus Group - Waltham, MA 2007 to 2012

NATIONAL PRACTICE DIRECTOR

Recruited to create new revenue streams in strategic consulting and strategy execution.

Stimulated an 83% increase in revenues and 200% increase in profit margins by retooling expert teams to deliver high value operational efficiency projects to clients.

Slashed client’s FP&A operations cycle times by 50% and headcount by 33% and saved $3M in software capital expenditure while integrating $8B in new acquisitions over three years.

Reduced software licensing costs by $12M reconceptualizing and implementing provision of software monitoring tools for mid-tier server farms.

Reduced $2M in annual IT procurement by creating aggressive process efficiencies with vendor contracts.

Synthesized disparate sales order, delivery. and billing processes enabling 500% revenue growth for professional medical services.

Led the redesign and implementation of revenue accounting and intercompany cash tracking for global finance firm.

Aspect Software - Waltham, MA 2006 to 2007

Vice President of Enterprise Integration

Hired to change enterprise operations business model.

Retooled the information systems team and the business operations’ teams to reengineer disjointed processes and systems within three months.

Instilled disciplined accountability with information systems team for delivery of new project build and ongoing lights-on operations.

Consolidated three acquired companies onto one common business platform for efficiencies of 60%.

Parson Consulting - Waltham, MA 2001 to 2006

Sr. Engagement Manager

Hired to accelerate revenue growth deploying expert teams to increase revenue capture.

Developed Oracle ERP strategic systems practice for 60% increase in project revenue.

oFor company’s secondary legal financing, redesigned and implemented the new enterprise compliance set of books and built validation model for running parallel transactions through the system with full journal entries and T-account analysis and account analysis roll forward

oImplemented process changes for incoming inventory receipts and put away for large manufacturing company

oLed ERP software selection / implementation for global tech company seeking to double in three years

oLed consolidated financial consolidations and business analytics management reporting redesign for diversified global chemicals company.

Developed Sarbanes Oxley practice deploying expert teams to grow revenue by 40% and reduce resource cost by 36%.

oDeveloped and implemented initial Sarbanes Oxley plan for advanced laser technology company

oDeveloped and implemented initial Sarbanes Oxley plan for certified identities product company

oDeveloped initial Sarbanes Oxley framework for high tech manufacturing software company

oDeveloped and implemented Sarbanes Oxley for high tech software provider

oDeveloped and implemented Sarbanes Oxley framework for global sports shoe company

oDeveloped and implemented Sarbanes Oxley for inventory process for global security device manufacturer.

DirectPaths - Rehoboth, MA 1996 to 2001

President

Developed strategic consulting practice to rapidly growing mid-caps.

Led ERP / CRM software selection and implemented enterprise business systems for high tech ecommerce company growing tenfold in three years.

Led ERP upgrades for Finance, Accounting, HR/Payroll and Asset Management for regional utilities company.

Led ERP upgrades for Finance, Accounting, Manufacturing, Distribution systems for high tech manufacturer.

Prior to 1996:

CSC – Boston, MA – Center of Excellence Practice Leader – ERP Systems 1993 to 1996

Reengineering of multi-division Retail Merchandising system

Developed five-year strategic systems roadmap for multi-division global footwear company

Led software selection and design for global hospitality company

Led financial ERP software selection and design for global biotech commercialization

Led financial ERP software selection and design for global systems integration firm.

HP (EDS) – Houston, TX – Senior Systems Engineer 1989 to 1993

Led design of chemical pipeline health, safety, and environmental protection system

Led design and implementation of Fortune 50 corporate tax consolidations system.

Enron – Houston, TX – Senior Systems Supervisor 1987 to 1988

Led design and implementation corporate savings and retirement ESOP

Led HRIS master data management system

Led design and implementation of corporate records management system

Led HRIS data warehouse for global KPIs.

Tenneco – Houston, TX – Project Leader 1983 to 1986

Led design and implementation of HR/Payroll system

Led design and implementation of Labor Distribution system

Led design and implementation of Early Retiree Payroll system.

Arthur Andersen – Houston, TX – Senior Consultant 1980 to 1983

Led selection of phone mail systems for corporate Andersen

Conducted research and marketing of office automation tools

Led application developers in oil and gas accounting systems development

Designed inventory control system for oil and gas drilling company

Developed accounting applications for global construction and engineering firm.

Education, Certifications and Patents

Bachelor of Arts in Accounting and Computer Science University of Mount Union

Certified Public Accountant (CPA) - State of Texas: Certificate 45747 • CGMA – Chartered Global Management Accountant – AICPA: 00014459 • Project Management Professional (PMP) – Project Management Institute: 2247594 Patent: Encryption key management system and method, Patent 6157722

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