Financial Reporting Internal Controls

JOSEPH J. SYKES,CPA

McMinnville, OR 971-***-**** **************@*****.***

Finance & Accounting Leader

ACCOUNTING & FINANCE LEADERSHIP CORPORATE CONTROLLER TREASURER Experienced Accounting & Finance professional with over 20+ years of leadership in privately and publicly traded companies within the manufacturing and distribution sectors. Roles include CFO, Corporate Controller, and Auditor, with extensive experience in financial reporting, budgeting, internal controls, and SOX compliance. Successfully managed financial operations across multiple countries, led ERP system implementations, and directed corporate mergers and acquisitions. Proficient in various accounting software and well-versed in US GAAP. Recognized for creating effective internal controls and optimizing financial reporting processes. Core Competencies:

Financial Reporting • Budgeting/Forecasting • Financial Statement Preparation • Mergers & Acquisitions Internal Controls • SOX Implementation/Regulations • US GAAP • Treasury Management ERP System Implementation • IT Controls & Data Security • Inventory Management • Cash Flow Optimization Leadership & Team Development • Process Improvement • Compliance • Strategic Planning Audit Management • Financial Analysis & Reporting • Acquisitions & Due Diligence Advanced Excel & Data Analytics • Software Proficiency: NetSuite, MAS 90, Sage, Dynamics, Acumatica, Tableau, Power BI

PROFESSIONAL EXPERIENCE

Pacific Bath. – Portland, OR 2022 - Present

Leader in the design, development, fabrication, and installation of bathroom remodeling services, specializing in the installation of KOHLER products, 8 Branches in 7 states with total annual sales of $145 million and 400 employees.

Chief Financial Officer

Reporting to the President and the CFO of the PE Hedge firm in Connecticut, managing a staff of 7 team members including their training, development, and mentorship.

Responsible for AP, AR, Cash, Payroll, Inventory costing and audit, budget preparation, forecasts, account reconciliation as well as banking, investment, legal, insurance and audit relationships.

Maintain financial records in accordance with GAAP, financial reporting to management and private equity owners. Prepare 18-page monthly financial deck/reporting package.

Lead implementation of Acumatica ERP system with integrated processes and developed key reporting for management and compliance.

Created accounting policies and procedures and proper internal controls for inventory, accounts receivable, accounts payable and cash.

Performed due diligence and worked to execute leveraged acquisitions of 3 platform and add-on acquisitions within similar industries.

Mustang Ridge Construction/Mustang Truss Inc. – Salem, OR June 2019 – Jan 2022 Locally owned $25M+ construction company, $15M+. commercial truss, framing and general contracting Controller

Joseph Sykes Page 2

Responsible for all accounting, payroll, financial reporting, forecasts/budgets, information. technology, internal controls, acquisitions, human resources and insurance

Utilizing SOX knowledge to improve data security, financial and operational controls.

Implemented IT controls to prevent any fraudulent activity or reporting errors.

Manage financials of all three company divisions including: General Contracting, Commercial Framing and Truss Manufacturing inclusive of 95-100 employees. Belmond Partners --- Los Angeles & NY 2007 - 2019

PE firm specializing in manufacturing and distribution company in the bio-tech and drug therapies space CFO & Managing Director

● Participated in and supervised corporate mergers, acquisitions, and other investment opportunities to include manufacturing, distribution and logistics.

● Reviewed 3 years of financial records and implement SOX regulations to adhere the IPO processes for acquired (full or partial) companies.

● Providing IT security and data control flow to ensure data security and accessibility.

● Ensuring accounting processes are in compliance with US GAAP.

● Supervised and contributed to the preparation of budgets, forecasts, board presentations and shareholder meetings.

● Managed professional venture capital/private equity office of 35 employees.

● Maintained excellent ongoing banking, legal, audit, customer, and employee relationships. Saba Capital / Ventures– Los Angeles & NY 1999 – 2006 A private equity firm focused on acquiring, managing, and consolidating manufacturing and distribution companies, with a particular emphasis on the biotech and technology sectors, and facilitating their transition to public companies.

CFO

• Implement SOX process and procedures for two acquired companies as IPO process progress.

• Verifying all SOX compliance are met prior to acquired companies become public.

• Creating new IT processes to ensure data security and data flow with correct credentials.

• Responsible for all accounting, financial statements, budgeting, payroll, internal audit, investments, banking relationships and client services.

• Lead team that performed due diligence reviews and analysis for potential acquisitions and investment opportunities.

• Optimized the annual report, decreasing it from 140 pages to 80 pages. Efforts resulted in a dramatically streamlined format that earned direct praise from external auditors and company CEO and CFO. ADDITIONAL PROFESSIONAL EXPERIENCE

Lex Service PLC, New York/London and Lex Computer Systems, Los Angeles, CA- VP of Finance Max Factor and Company, NY,NY – Internal Audit Manager/International E&Y, NY, NY – Auditor/Accountant, Fortune 500 Manufacturing & Distribution Clients EDUCATION & CERTIFICATIONS

Alfred University

Bachelor of Science – Accounting and Business Administration - 1989 Certified Public Accountant – NY State

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