Finance Director

Objective

Finance Director with a solid track record of successful experience seeks a challenging management position.

Education

UCSB

August 1993 Bachelor of Arts

BUSINESS ECONOMICS

Experience

Danaher

October 2008 - Present Finance Director Duarte, CA

•Perform monthly, quarterly, and annual internal and corporate reporting and consolidation across all business divisions.

•Analyze Profit and Loss, Balance Sheet, and Working Capital performance and trends for year-over-year, variance to budget and forecast, and sequential performance.

•Review of business sales results and forecasts, including the development of predictive models to analyze trends and validate forecasts.

•Interpret the operating results, as they affect the financial aspects of the divisions and make specific recommendations related to profit and working capital improvements.

•Led budgeting and strategic planning processes for the consolidated group.

•Led initiative to implement Hyperion across the seven business OPCO's for internal consolidation and reporting purposes.

•Developed standardize reporting and forecasting policies and procedures.

•Communicated and monitored compliance with all business and corporate reporting requirements.

Leap Wireless

January 2007 - October 2008 Senior Manager, Finance San Diego, CA

· Primary owner and driver of the evolution and maintenance of the company’s long-term financial forecast. Responsibilities include updating actual results to keep models in sync with external filings, reassessing changes to forecast based on recent trends and input gathered from management, redesigning model structure to reflect changes in business opportunities/structure, explaining forecasts to senior management, and supporting due-diligence requests from external parties.

· Host regular meetings with senior management to review models and ensure they are in sync with long-term strategic objectives.

· Create and maintain product P&L and NPV models and work with functional departments and IT to continuously improve individual product-line reporting.

· Identify underperforming product lines and recommend actions in various disciplines (e.g. marketing, distribution, network, support) to improve financial performance.

· Organize and lead Pricing Committee meetings with key company directors & Vice Presidents to assess pricing changes and recommend action to senior management.

· Partner with Marketing to create and maintain a pricing strategy document to guide decision-making with respect to rate plan, equipment, feature, and vertical product pricing.

· Provide financial and overall business case support to other departments and perform economic analyses of proposed programs and investment opportunities. Job function involves determining NPV, ROI, and other financial statistics in addition to performing associated sensitivity analysis of network and business infrastructure investment alternatives. Work closely with key management in providing overall business case recommendations based on analysis.

Invitrogen Corporation

September 2001 - January 2007 Manager, Americas Forecasting & Analysis Carlsbad, CA

Manager, Americas Forecasting & Analysis

· Developed standardized reporting for the Commercial group (Sales & Marketing)

· Designed and implemented revenue forecasting process for the Americas (resulting in greater than 99% accuracy)

· Project Lead to launch web based analytics tools to entire Sales Force

· Commercial Leader for acquisition integration

US Commercial FP&A Leader

· Region leader for US P&L, sales, margin, and operating expense planning and analysis

· Responsible for Operations Reviews, Leadership meetings/presentations

· Lead SRI, SRII, and AOP planning process for the US

· Provide analysis of Price/Volume/New Products/Acquisitions

Project Lead - ERP implementation

· Finance lead for Cognos global information system implementation

· Provided training for functional areas

Senior Financial Analyst - Corporate FP&A

· Coordinated global AOP and forecasting process

· Prepared month end financial reporting package

· Performed Sales, Gross Margin and detailed expense analysis

· Valuation analysis for mergers and acquisition candidates.

· Implemented global database to report sales and margin data by region, business unit, product line and/or sku.

Macy's West

November 1999 - September 2001 Senior Financial Analyst San Francisco, CA

· Senior Expense Analyst for Selling and Merchandising expense areas; responsible for forecasting, budgeting, variance analysis, and reporting all aspects of assigned areas.

· Interact with senior management to control expense and identify opportunities for expense reduction.

· Developed season and month close expense models that allowed expense centers to be explained at the detail level.

· Designed and introduced a sales forecasting model, to ensure accurate planning and proper staffing for all store locations.

· Responsible for the monthly, season, and annual sales plans for the company.

Glovia International

November 1998 - November 1999 Financial/Systems Analyst Los Angeles, CA

· Executive management reporting and consolidation such as the annual operating plan and international forecasting and budgeting.

· Financial modeling and preparation of analyses such as cash flow forecasts, trend and variance analyses, and ad hoc financial and business analyses.

· Work with sales, marketing, and R&D monthly to ensure accuracy of US forecasts and recommend areas of cost savings and improvement.

· Introduced key performance indicators to improve efficiency and efficacy of current reporting.

· Prepare monthly board reports, performance reports, and other documents.

· Perform general ledger, balance sheet, and income statement review for month close.

· Responsible for the implementation of ERP software for the Accounting/Finance department.

ProLytiX Corporation

July 1994 - November 1998 Financial Analyst/Webmaster Santa Barbara, CA

· Provided continuous, strategic business information services and competitive market analysis to major corporations primarily engaged in the technology industry.

· Created refined quarterly intelligence reports for use by top executive management that include complex and comprehensive executive summaries.

· Lead company transition to electronic services that increased viewer base and client retention dramatically. Successfully launched EMail, Web and electronic services.

· Supervised and trained multiple employees to assume increasing levels of responsibility.

· Maintained a key role in the long range strategic planning of the company.

· Designed and administered financial and investor relations websites for companies that include Compaq Computer, IBM Corporation, Novell Inc. and Sun Microsystems.

Skills

· Microsoft Office: Access, Excel, Word

· ERP Systems: JDE, Peoplesoft, Hyperion

· Operating Systems: Windows NT, Novell, Unix

· Languages: Visual Basic, Java, HTML

· Cognos Impromptu, Powerplay, OLAP

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