Senior Controllership & Finance Leader with 15+ Years

Curtis S. (Chip) Dale

*** ******* ***** *****, *********, GA 30517

Cell 706-***-**** Email: *******@*******.***

Controllership / Financial and Organizational Leadership / Integrity / Accounting and Reporting / Financial Planning &Analysis / Strategic Planning and Budgeting / M&A

Senior accounting/finance leader with years of experience demonstrating visionary leadership, expertise and distinguished performance in controllership, financial analysis, forecasting, budgeting, strategic planning, working capital management, cost accounting, auditing and internal control. A catalyst for value creation, combining tactical business execution with strong motivational leadership. Proven track record of reorganizing, streamlining and strengthening financial operations to maximize performance and profitability. Solid interpersonal skills and cross-functional team interactions (Sales, Marketing, IT, Manufacturing, Operations Managers, CFO and CEO) Strong knowledge of US GAAP and IFRS regulations. Working knowledge of FAR and DCAA audits. Experienced in M&A work including target identification, due diligence, valuation, negotiation and post-acquisition integration.

Executive Leadership Competencies

Internal Financial Controls

New Business Development

Tax Reporting/Preparation

Strategic Planning/Execution

A/R, A/P, & G/L Account Analysis

Process Improvement

Capital/Budget Management

Operating/Capital Budget Preparation

Regulatory Compliance

Forecasting

Accounting Policies/Procedures

Balance Sheet Management

Mergers & Acquisitions

Cash Management

Month-end and year-end closing

Staff Training/Development

Operations

Project Management

System Implementations

Proficient with SAP, Oracle, Sage- Peachtree Premier, Quickbooks, Microsoft Office Suite (Excel, Word, Powerpoint)

Executive Experience

Braselton Brewing Company

Owner (January 2017-present)

Owner/Operator of Braselton Brewing Company. Opened in 2018 and at its peak did about $1.3 million in revenues. We brew all on beer onsite and usually have 15 on tap at any point in time. We were operating a full-service kitchen. We routinely scored over 90 (Out of 100) on our Health Department audit inspections. We also handled special events as a venue for weddings, rehearsal dinner, birthdays, anniversaries, etc.

I hired a GM and a head brewer to handle kitchen/bar operations and brewing functions, respectively. I handled everything else including:

All accounting and taxes

Payroll

Procurement including services such as pest control, firewall, supplies, etc

Repairs/Maintenance

Yards and grounds

Curtis S. (Chip) Dale

Cocrystal Pharma, Inc.

Controller/Interim Chief Financial Officer

Tucker, GA (August 2015 – January 2017)

A drug development company focused on anti-viral therapies for hepatitis B&C, norovirus’ and influenza. Public clinical organization with no revenues, traded on OTC exchange. First in-human trials completed in 2016 for hepatitis C compound.

Implemented SOX compliance program-Developed risk control matrices and documentation for each control. Controls developed at activity and at entity levels. Performed company-wide risk assessment. Performed preliminary tests on controls to identify compliance gaps. Drafted Company policies and procedures manual. Established employee ethics hotline.

Transitioned administrative functions from Seattle, WA location to Atlanta, GA. Hired and trained new finance staff in Atlanta.

SEC Reporting- Owned the 10-Q and 10-K processes. Primarily responsible for all filing narratives and disclosures. Controller and/or Accountant prepared all account reconciliations and audit PBC’s and I provided all review and approval of those documents. Coordinated SEC electronic filings with outside specialists.

Implemented Concur Expense for travel & entertainment reporting.

Carestream Dental LLC,

Director- Financial Planning and Analysis

Marietta, GA (April 2014-March 2015)

A global manufacturer and marketer of dental imaging equipment and practice management software. Annual revenues exceed $600 million.

Responsible for planning, analysis, forecasting, budgeting for US digital business which generates over $200 million annually. I direct a team of 3 senior financial analysts that support Operations, Marketing, Sales, Digital Practice Management Software (DPMS) and Service organizations.

Analyzed and recommended changes to telecommunication reimbursement practice

Documented and implemented changes to Capital and Internal Use Goods processes

Revised cost center reporting formats for more ease of use by managers.

Gabriel Brothers, Inc.

Director of Accounting and Finance- Morgantown, WV (August 2012-April 2014)

A domestic discount retailer with 100 stores located throughout 11 states in the eastern U.S. Annual revenues exceeding $400 million.

Responsible for all accounting, financial analysis, treasury, sales audit, budgeting, planning, Accounts Payable, Accounts Receivable and Cost Accounting. I directed a staff of 12 including a Controller, Manager of FP&A, A/P Manager and Payroll Manager.

Gabriel Brothers was acquired by private equity group in early 2012 and my position was added to strengthen the financial organization.

Evaluated and selected upgrade for accounting software, evaluated and realigned finance team talent, evaluated and documented business processes and improving financial reporting and controls.

Curtis S. (Chip) Dale

NCR Corporation

Consultant (Contract) –Duluth, GA (2012)

Legal Operations

International supplier of technology solutions to the Entertainment, Financial, Hospitality, Retail, Telecom/Technology and Travel industries.

Providing project related support to NCR legal Operations including: Evaluation of Contract Management Systems, establishment of an Outside Counsel supplier menu for APAC markets to rationalize number of counsel used, documentation of business processes within Legal Operations and oversee accounting for a major environmental project. Additionally, providing evaluation of the current systems and technologies deployed with NCR Legal to help evaluate and develop a long-term plan to consolidate and simplify NCR Legal systems.

CIBA VISION

Controller, North America Financial Reporting (Contract)- Johns Creek, GA (2011)

International manufacturer and marketer of contact lens and lens care products.

Responsible for statutory financial reporting for US, Canada and Puerto Rico. Direct monthly financial close with transmission of results to parent company Novartis on workday 3). Assisted in transition of accounting functions and staff from Georgia to Texas as part of Alcon Laboratories acquisition. Directed staff of 10 accountants.

Coordinated organization’s handling of internal and external audits and required responses.

Reconciliation and correction of AMEX outstanding balances for company cardholders.

MEDLINK GEORGIA, Inc.

Chief Financial Officer - Colbert GA 30628 (2010-2011)

A Federally Qualified Health Center (FQHC) organization that provides primary health care services to rural counties in Northeast Georgia.

Responsible for all accounting, financial analysis and IT for this non-profit 501(c)3 organization. Manage the financial performance of ten (10) sites in eight (8) counties in Northeast Georgia. Accomplishments include:

Established expanded budget process for Fiscal year 2011-12

Established offsite records storage program to ensure HIPAA compliance, also saving $20,000 in storage fees

Implemented a new reporting package for our Board of Directors and management team

Contract reviews with 3rd party payers as well as suppliers

Financial process re-engineering (A/P, A/R, Payroll and month-end closing)

Bid out insurance program for first time, saving $25,000 in annual premiums while maintaining coverage’s

SAINT JOSEPH’S TRANSLATIONAL RESEARCH INSTITUTE - (SJTRI)

Executive Director, Finance and Administration, Atlanta GA 30313 (2008-2010)

An entrepreneurial pre-clinical service-based research organization focused on cardiology.

Member of senior leadership team responsible for developing long-term business plan, establishing financial rigor and discipline, developing budget, 5-year plan and attracting new business into organization. SJTRI is a non-profit 501c(3) organization. Accomplishments during first year were:

Reduced outstanding A/R by over $1.0 million or almost 50%

Established budget and 5-year Plan

Implemented standard cost accounting processes

Established short-term forecasting tool and won the confidence of the St. Joseph’s health system by implementing timely and accurate revenue and expense forecasts

Curtis S. (Chip) Dale

SAINT JOSEPH’S TRANSLATIONAL RESEARCH INSTITUTE - (SJTRI)

Executive Director, Finance and Administration, Atlanta GA 30313 (2008-2010)-Continued

Coordinated efforts with St. Joseph’s Hospital Materials Management in driving over $1.0 in costs (or about 30%) of the equipment budget for a new facility SJTRI moved into in July 2009.

Refined revenue recognition process using project-based percentage of completion accounting.

STIEFEL LABORATORIES INC.

Executive Director, Finance, Duluth GA 30096 (2006-2008)

A large international pharmaceutical company focused on skin disease and dermatology

Top financial position for the US business unit with over $400 million in annual revenue. Successfully integrated acquired company that doubled size of US business in less than nine months. Transitioned US Accounts Payable and Government Price Reporting functions into my reporting unit. Implemented significant Balance Sheet cleanup efforts and improved audit results within first six months on the job. Leading SAP finance implementation for Americas. Staff of 20 including 7 direct reports.

Assisted in negotiations with key distributors that saved over $ 6 million annually in fees.

Significantly improved annual operating budget and strategic planning process (2nd year in existence)

Significantly improved revenue forecasting and reporting methodologies

Developed integration synergy savings model and achieved actual results greater than planned.

Reorganized US Finance team to provide greater value and service to organization

SOLVAY PHARMACEUTICALS INC.

Corporate Controller and Chief Accounting Officer, Marietta GA 30062 (1998-2006)

Accounting Manager, Marietta GA (1997-1998)

A large international pharmaceutical company with a diversified portfolio of products for mental health, gastroenterology, women’s and men’s health, and cardiology.

Distinguished financial and business management securing rapid promotion via a series of increasingly responsible positions in accounting for this pharmaceutical company with revenues exceeding $800 million. Supervised six direct reports and a total organization of 25 employees. Job scope that included overall financial reporting and analysis (income statement, balance

sheet, cash flow), cost accounting, corporate tax reporting and compliance, payroll, Accounts Payable, Accounts Receivable, credit management, new business development, internal controls, system implementations, process improvement and company procedure development. Served as the global business lead for SAP FI/CO module reimplementation. Renegotiated temporary sales force contract savings $1.5 million. Implemented product profitability reporting and account analysis.

Key member of M&A team to perform due diligence, business valuations and the organizational/cultural integration for three acquired businesses.

Implemented automated travel/entertainment accounting/reporting system for over 1,600 employees.

Led a sales deduction management initiative that resulted in collections of over $3 million in deductions

Developed internal control policies, procedures, and guidelines for record retention, procurement, credit management and accounting.

Negotiated and implemented fee-for-service agreements with key distribution partners that improved manufacturing scheduling, reduced out of stock situations and gained access to previously unavailable inventory data while reducing uncollectible A/R deductions and bad debt exposures.

Implemented balance sheet account analysis program that significantly improved financial reporting accuracy and timeliness.

Led efforts to obtain $300 MM DHHS grant for US vaccine development. Managed DCAA audit. Implemented cost pools in FAR.

Curtis S. (Chip) Dale

GEORGIA_PACIFIC CORPORATION- DISTRIBUTION DIVISION

Regional Controller Southeast, Yulee FL/Lawrenceville GA (1996-1997)

Regional Accounting Manager, Rockaway NJ (1994-1995)

Leading manufacturer of tissue, pulp, paper, packaging, building products and related chemicals with more than 250 facilities worldwide. Annual revenues for Southeast Region Distribution Division exceeded $ 3 billion.

Managed all operational accounting functions at distribution centers in northeast and southeast. Hired and trained regional account staff to process expenses for the region and perform purchase order analysis and reconciliation. Implemented inventory control programs. Supervised 6 direct employees with dotted line management over 13 satellite DC business managers. Performed operational audits for 29 distribution sites in northeast. Led financial conversion to new operating platform.

Haagen-Daz Inc., Woodbridge NJ (1993-1994)

Assistant Plant Controller.

Oversaw all plant accounting functions, inventory control, manufacturing efficiency analysis and forecasting

Bristol-Myers Squibb (BMS) Company, New York, NY/Princeton, NJ/ Evansville IN (1980-1993)

Worked directly with Divisional VP’s and Directors to establish budgets and 5-year plans, Supported creation of $100 million consumer infant formula business in the U.S. Developed standard costs for over 20,000 items. Provided financial planning and analysis support for the Company’s worldwide nutritional business ( Capital Budget, 5-year Plan and annual operating budget).

Supported new business development efforts for BMS cardiovascular and central nervous system businesses (developed valuation models using DCF techniques and probability scenarios).

Performed analysis that supported decision to enter the U.S. WIC infant formula bid process, helping to preserve $400 million franchise business.

Developed annual standard costs for over 20,000 materials, in-process materials and finished goods.

Developed financial analysis for re-negotiation of material supply agreement for BMS’s largest cardiovascular product (Pravachol) savings over $100 million annually.

Senior Manager-Financial Planning and Analysis –International Nutritional Business (1992-93)- New York

Manager-Financial Analysis-New Business Development (1990-1992)-Princeton, NJ

Manager- Financial Analysis- US Pharmaceutical and Nutritional Group (USPNG) (1989-1990)-Evansville, IN

Manager-Nutritional Financial Planning-USPNG (1987-1989)-Evansville, IN

Supervisor- Cost Accounting Budgeting and Planning – USPNG (1985-1987)- Evansville, IN

Senior Accountant -Systems and Process Improvement USPNG (1984-1985)- Evansville, IN

Senior Accountant- General Accounting USPNG (1982-1984)- Evansville, IN

Staff Accountant – General Accounting (1980-1982)- Evansville, IN

EDUCATION /CERTIFICATIONS

Bachelor of Science in Business (Major in Accountancy), Miami University, Oxford, OH

Certified Public Accountant, State of Indiana, 1985 (Inactive)

Volunteer Programs:

Special Olympics of Georgia

Operation Smile

Starlight Foundation

Alzheimer’s Association

Cystic Fibrosis Foundation fundraisers at Grant Park

Mercy Health Services Men’s Shelter

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