T Williamson
Resume:
TORREY B. WILLIAMSON, CPA
Irvine, CA *2620
********@*****.***
QUALIFICATIONS
* SEC Reporting/Public equity offering
* GAAP, IFRS and SEC technical research
* SOX implementation and management
* Treasury, banking relations and cash management
* Budget/forecast modeling
* Managing general ledger and monthly close
* Accounting for restructuring and discontinued operations
PROFESSIONAL EXPERIENCE
DAVID LEWIS COMPANY (DLC) 8/08 – Present
Consultant
• Provide financial consulting services to clients in a variety of industries including, developing a DCF model to assess goodwill for possible impairment; reporting for discontinued operations, and accounting for costs related to exit or disposal activities.
• Drafted white paper on conversion to International Financial Reporting Standards (IFRS).
OPTION ONE MORTGAGE CORPORATION (subsidiary of H&R Block), Irvine, CA 12/03 – 8/08
Director of Financial Reporting Jan 2005 – Aug 2008
Assistant Controller from Dec 2003 – Jan 2005
• Managed reporting group including the preparation of audited stand-alone financial statements, Statutory and HUD reporting.
• Managed SEC filings related to the Mortgage entity, including annual 10-K and quarterly 10-Q.
• Managed SOX team as well as the certification process for the company.
• Technical accounting issues included 3 year restatement, restructuring, and discontinued operations.
• Managed audit function with external auditors.
• As Assistant Controller, managed accounting department of 40+ associates, including month end close.
• Enhanced controls within the accounting and finance departments through process improvements, as well as through the implementation of new policies and procedures.
HEALTH CARE PROPERTY INVESTORS, INC., Long Beach, CA 9/00 – 12/03
Manager of Finance
• Responsible for overseeing forecast for a $3 billion health care real estate investment trust (“REIT”).
• Developed and managed forecasting model to project quarterly, annual and up to 5 years of operating results.
• Prepared significant sections of SEC filings, including the annual 10-K, proxy and quarterly 10-Q’s, as well as debt and equity offerings.
• Helped secure $180 million of increases in the Company’s revolving line of credit with the Company’s banking group.
• Also responsible for managing daily borrowings on the Company’s revolving line of credit as well as 40+ bank accounts among various legal entities.
CONSULTING: 1995 – 9/00 8/95 - Present
Resources Global Professionals
Various management level finance and accounting projects, including:
• Interim Controller for Memtek Products, Inc.(electronics distributor).
• Interim Controller for Abbott Resource Group, Inc. (personnel & HR services).
• SEC reporting including 10-Q preparation for Printrak International (hi-tech manufacturer).
TORREY B. WILLIAMSON, CPA
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• SEC reporting including 10-K and 10-Q preparation for The Centris Group, Inc. (property casualty reinsurer).
• Other clients serviced include Westec Security, FirstPlus Bank, BAX Global and Koll Real Estate Group, Inc.
Sunstone Hotel Investors Inc. (“REIT”) - Acting Controller
• Participated on the Company’s $42 million Secondary stock offering, including Pro Forma financials, SEC filings including Forms 10-Q and 8-K. Return on investment and profitability analysis on hotel acquisitions, computer modeling and forecasting, regulatory and debt compliance as well as supervising the monthly general ledger close.
KOLL REAL ESTATE GROUP, INC., Newport Beach, CA 1993 - 1995
Manager of SEC Reporting and Assistant Treasurer
* Responsible for all corporate filings with the SEC, including the annual report on Form 10-K, the annual proxy and quarterly Forms 10-Q.
* Treasury functions include, working directly with senior management to forecast cash needs of the company, the daily monitoring and moving of cash between entities to match requirements and working with money managers to maximize yields on the corporate investment portfolio.
• Manage staff and the accounting for the corporate entity as well as a majority of the Company’s subsidiaries.
* Responsible for preparing quarterly consolidated forecasts of operations and cash flows.
* Successfully relocated and set up the corporate accounting and accounts payable departments from the East Coast.
SANTA FE INTERNATIONAL CORPORATION, Alhambra, CA 1991 - 1993
Senior Financial Analyst
* Responsible for analysis and preparation of financial reports for multinational oil drilling and exploration company. Prepare monthly consolidation of all subsidiary financial statements and financial reporting packet, including variance analysis and cash flow report for Board of Directors.
* Develop and consolidate annual budget and five year forecast for multiple subsidiaries.
HAWKINS, DELAFIELD & WOOD, New York, NY 1990 - 1991
Assistant Controller
Reporting directly to senior partners and controller of a large Wall Street law firm.
* Monthly financial reports to partners, cash flow, accounting procedures, liaison with public accountants.
* Supervision of general ledger and payroll staff.
* Pension administration as the Plan Administrator and all financial and tax reporting.
CALIFORNIA FEDERAL BANK, Los Angeles, CA 1989 - 1990
SEC Reporting and Consolidation Specialist
Responsible for preparing all filings for CalFed Inc. and CalFed Bank (including composition of management's discussion and analysis for the Form 10-K and quarterly Form 10-Q's) with the Securities and Exchange Commission and preparation of the quarterly shareholders' report.
PRICE WATERHOUSE and PEAT MARWICK MAIN & COMPANY 1985 - 1989
EDUCATION
University of Washington, Seattle, WA, 1985
Bachelor of Arts, Business Administration with emphasis in accounting.
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