CFO

Seasoned executive with diverse background in the operational and financial oversight of major corporations. Extensive experience conducting financial, operational and marketing analysis and developing financial/sales forecasts. Outstanding leadership capabilities, with experience supervising teams of multidisciplinary employees operating across domestic and international locations. Proven background collaborating with executive management in the development of far-reaching business, sales and marketing strategies. Expertise managing all financial aspects of product development efforts including the strategic introduction of new products to market, design product road maps from infancy to planned obsolesces. Key component to successful implementation of pricing strategies derived from extensive costs analysis.

Well versed in strategic planning and merger and acquisition activities as it relates to both sides of the transaction. Worked with numerous banking and private equity firms to determine values for myriad of businesses.

CORE COMPETENCIES

• Innovative Leadership

• Change Management

• Risk Management

• Financial Modeling • Strategic Business Planning

• Business Development

• Revenue Growth

• Systems Design • P&L Management

• Mergers & Acquisitions

• Cost Reduction

• Internal Controls

PROFESSIONAL EXPERIENCE

STARPOINT SOLAR – Huntington Beach, California 2008 - Current

Chief Financial Officer

Provide financial oversight, strategic planning, business plan preparation, financial projections, and oversee primary vendor relations for this new venture involved in developing concentrated solar power generating systems to provide electricity to power grid supporting Northern and Southern California. Principally responsible for raising funds from venture capital and angel resources. Establish and maintain all accounting, banking, insurance, legal and investor relations. Develop pricing and cost models for products, prepare financial forecasts, manage burn rate, investor contact lists. Oversee distribution of cash, cash flows, and investor relations. Perform financial analysis of results and initiate improvements.

COMPOSITES UNLIMITED - Irvine, California 2007

Chief Financial Officer

Change agent for aerospace manufacturer of OEM galleys, windscreens, dividers for Boeing jets. Prepared an analysis and recommendations for a complete overhaul of financial reporting model to include deployment of ERP system throughout production and front office. Performed analysis of current and historical financial data to identify shortcomings and initiate improvements in internal control procedures, reporting structure and drive enhanced earnings through cost containment of inventory and improved efficiencies in production. Worked in collaboration with independent investment company interested in making substantial investment in infrastructure to support future orders booked through 2009. Responsible for making key introductions to key resources in aerospace industry that are assisting to define shape and long term strategy for future business growth.

Key Achievements:

 Steered reduction of financial reporting time from 20 days to 10 days within first month.

 Documented current procedures and eliminated a number of duplicated steps in the first month to make processes more efficient and eliminate redundancies.

 Improved cash management by setting up sweep account to better utilize idle cash reserves and generate over $50,000 in interest income.

 Identified half dozen ERP applications suitable for deployment and currently being evaluated.

 Identified Research and Development tax credits and NOL’s that would generate nearly $100,000 of Federal and State income tax refunds.

 Assisted with on-going analysis and due diligence of financial data to present to investment community.

O'NEIL PRODUCT DEVELOPMENT, A DOVER COMPANY – Irvine, California 2003-2006

Chief Financial Officer

Held primary accountability for negotiation and management of key vendor account relationships for all products and services for $60M manufacturer of mobile, wireless print technology. Worked closely with President and COO in validation and mediation of vendor contract terms and conditions. Prepared and delivered detailed reports to investors and board of directors on all aspects of finance and operations. Reviewed, modified and approved financial portions of sales contracts. Supervised and mentored VP’s and employees of accounting, IT and HR departments in all finance-related activities. Coordinated activities of international affiliates in the UK and Australia. Prepared key performance indicators for group directors in France and publicly traded parent company in New York. Generated custom monthly reports in collaboration with sales departments to measure performance of sales team.

Key Achievements:

 Steered reduction of financial reporting time from 15 days to 5 days over a two month period.

 Instrumental in cash sale of business at 9X Earnings Before Interest and Tax (EBIT) by tactfully coordinating flow of all due diligence documentation with investment bankers and acquisition teams.

 Chiefly accountable for deploying integration plan introduced by new ownership, including SARBOX compliance, delegation of authority, corporate governance, code of ethics and policies and procedures.

 Pioneered design and deployment of new IT infrastructure that led to a significant enhancement in reporting and accountability, as well as a reduction in downtime.

 Orchestrated compilation of desktop procedures, as well as documentation in step-by-step manual and posting to intranet, significantly streamlining training process.

 Recognized need for and facilitated modification in reporting structure to increase departmental accountability, enhance internal control procedures and increase departmental efficiency

 Propelled accounting department productivity by 150% by holding off on hiring new employees during twofold revenue gain from 2004 to 2006.

 Managed the oversight of two facility acquisitions, facilitated the subsequent build-out (TI’s) and successfully relocated a software company and commercial printing operation to the new locations.

 Spearheaded global deployment of CITRIX, improving reporting and communication between corporate, remote sales staff and international affiliates; provided 24/7 support of all applications.

 Skillfully defended against various CA State Tax agency audits of sales and use taxes, payroll taxes, property taxes, R&D, and Manufacturers Investment Credits, generating over $100,000 in refunds.

THE RETURN EXCHANGE, INC. / RETURNVIEW.COM – Irvine, California 2000-2002

Vice President of Finance / Corporate Controller

Oversaw all finance operations for Internet B2B site with a mandate of providing e-tailers with an end-to-end solution for return merchandise management. Supervised and managed all aspects of HR for a staff of 35. Worked closely with executive management in strategic business planning and financial forecasting. Handled banking relations and cash management. Worked with software developers to integrate Web-based technologies with in-house accounting systems. Managed relationships with key accounts including Amazon.com, e-Bay, Staples, and Dell.

Key Achievements:

 Played key role in securing over $7.5M in venture-backed financing from investment bankers via Roth Capital and Enterprise Partners.

 Maintain and reconcile equity and options worksheets for multiple rounds of investments using Black-Scholes model.

 Established several new HR programs including new 401k plan, cafeteria plan, policies and procedures manual and employee handbook.

 Championed development and implementation of system of internal control procedures.

O'NEIL MANAGEMENT – Irvine, California 1998-2000

Corporate Controller

Directed staff of eight in performing all aspects of financial reporting for three closely held S-Corporations in Irvine, CA that included a manufacturer of mobile printers and a software developer catering to the record storage industry with international offices in the UK and Australia. Financial responsibilities included general ledger, cash management, order entry, CRM, credit and collections, benefits administration, accounts payable and payroll. Met with chartered accountants in the UK to audit financial statements, VAT and income tax returns for foreign subsidiaries. Worked with sales department in the development of sales forecasts. Aided purchasing department in parts procurement and scheduling of deliveries through company ERP system. Conducted breakeven analysis on new products in concert with engineering departments.

Key Achievements:

 Seamlessly transformed software revenue recognition from single sale events to separate software sales, annual renewable service fees and maintenance agreements in conformity with SOP 97-2.

 Systematically deployed worldwide, 24/7 customer support for software via international offices located in the UK and Australia with VP of Operations.

 Worked with International Managing Director to deploy company wide transfer pricing and currency policies.

THE GICK COMPANIES – Irvine, California 1992-1998

Chief Financial Officer

Supervised staff of nine in oversight of all financial and administrative functions. Functioned as interim General Manager in absence of CEO. Developed marketing plans and sales forecasts. Supervised production planning and new product development efforts including planned obsolescence models. Prepared budgets, tax returns and financial statements for S-Corp., partnerships and shareholders. Pursued and managed strategic partnerships with key customers, vendors, VAR’s and manufacturers.

Key Achievements:

 Facilitated due diligence in the sale of corporate assets during a successful takeover bid.

 Spearheaded procurement and deployment of new accounting software system, including full revision of company chart of accounts, mapping balances and inventory integration.

 Championed implementation of system for acquiring temporary labor from agencies to perform assembly work during seasonal peaks in production, simultaneously eliminating $100K in payroll expense.

 Successfully negotiated reduction of interest charges associated with accounts receivable financing and optimized float and cash flows for cyclical periods.

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Prior experience as Tax Manager for multiple CPA firms.

EDUCATION, AFFILIATIONS AND CREDENTIALS

Executive Master of Business Administration (EMBA) • University of California, Irvine – Irvine, CA

Bachelor of Arts in Accounting & MIS • California State University, Fullerton – Fullerton, CA

President, EMBA XIII Investments (1999 to 2001)

Charitable Affiliations: Surfrider Foundation; Knights of Columbus; Capital Campaign Committee – Serra Catholic School & Complete the Dream Campaign – Santa Margarita Catholic High School

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