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CFO, Controller, GM, Analyst

San Jose, CA, 95111
November 10, 2009

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** *****, ********** *** ******* experience with full P&L, Bank Audit, FP&A, Cost Accounting, Government Audit, Advanced Modeling, Board Presentations, CPA Audit, Treasury Management, and General Financial Reporting responsibilities including Multi-facility, SEC participation, Investor Relations, VC, and M&A.

15 years, Senior Manager – Develop, Organize, Staff, and Manage Accounting, Finance, Human Resources, Payroll, Materials, Supply Chain, IT, Production Scheduling and Customer Service.

• Accomplished Public Speaker and Presenter.

• Expert with Queries, Excel, Access, and ERP systems using macros and SQL to increase processing capacity by up to 50%.

• Exceptional Coach, Teacher, Mentor, recognizes talent and develops potential in people.

• Top power user and ERP system developer in last 3 full time positions.

• Constantly pursuing education, training, and personal development

• Versatile driver of process improvement effective as a leader, manager and member of a team

Employment History

CFO Floormasters Inc. 2008 - Present

• Responsible for development and organization of Accounting, Finance, and Operations

• Reduced receivables from $998k (250 accounts) to $75k (43 accounts) in 5 months

• Improved daily batch processing of orders from collective 20 hours per day to 8 hours per day for customer service group by leveraging the power of the ERP system

• Developed and documented internal process, procedures, and controls to centralize accounting, purchasing, and customer service to enable opening multiple facilities

• Implemented ADP-PEO, Project Manager for IT hardware/software infrastructure upgrades including design of custom web applications for process improvement

• Increased processing of high volume billing by 50% from 8 hours collectively to 2 hours in accounting by designing custom add-ons to the ERP system and adjusting work flow

• Senior Manager part of team responsible for overall strategy development & deployment

Controller & Operations, Sr. Mgr Glacier Bay (Mfg) 2007 - 2008

• Develop Venture Capital start-up manufacturer from ground up in operations, production, and finance.

• Designed and implemented sale order process from point of sale to shipment

• Project Manager for ADP implementation and Kaizen projects for Accounting/Finance and inventory over-haul, key contributor for Kaizen projects in manufacturing.

• Created cost accounting system production for multi-tiered BOM structure and cost models for R&D Engineers

• Consolidated inventories by linking BOMs to cross-over part reduced inventory carrying costs by 17%.

• Senior Manager part of team responsible for overall strategy development & deployment

Controller & Operations, Sr. Mgr Compass Components (Mfg) 2002 - 2007

• Achieved 50%+ increase in production scheduling efficiency by creating Queries and macros to produce detailed production schedules and analysis (6 hours to 3 hours)

• Increased the month end process from 7 days to 3 day close, multi-facility, multi-divisional by training staff, improving process, and defining requirements.

• Develop Advanced Modeling for variety of scenarios, revenue streams, and cost structures ( Link for Modeling Samples developed )

• Initiated programs to leverage ERP system, developing information and reporting capabilities for administration resulting in time savings, efficiency and accuracy of between 20% and 60% based on the process application

• Design & Manage all aspects of Financial Statements, Budgets, Forecasts, Reporting and Cost Accounting

• Responsible for all aspects of Accounting, Production Control, Customer Service, Finance, Payroll, and HR

President, Owner Business Service (Mfg Consulting Group) 1998 - 2002

• Manufacturing Consulting Group providing solutions to manufacturing and staffing companies serving the manufacturing industry.

• Acting Controller & Operations Manager for Oz Tech, a manf. of interconnect equipment developed accounting and finance function, project manager for JDEdwards ERP system implementation

• Acting Controller & Operations Manager for Cerprobe a manufacturer of test equipment, during acquisition process managed divisional departments including accounting, finance, HR, materials management

• Controller for IPEX, project manager for Peoplesoft implementation

• Analyst & Operations Consultant, Hall Kinion, used Excel and Peoplesoft to reduce headcount from 15 to 10 in accounting

• Controller for Manpower Corporate, full P&L and General Accounting, implemented process improvements using Queries, Excel macros and Access to consolidate 15 locations in financials

• Project Manager / Lead for 3 implementations of JD Edwards, Vantage (Epicor), and Oracle

• Develop databases, production flows, supply chain, accounting systems, full costing systems, reporting and infrastructure for industries including manufacturing, software, web design, staffing, and construction

Director of Finance & Administration Oz Technologies (Mfg) 1996 - 1998

• Developed full accounting system including analysis and departmental reporting structure

• Streamlined operations in production, increasing efficiency and reducing headcount

• Developed Financial Models for R&D, new products, including ongoing in depth analysis

• Organized, staffed, and developed Human Resources, Accounting, Facilities, Materials, Shipping/Receiving, Safety, and administrative support staffing for manufacturing facilities

Extraordinary Skills and Qualifications

• Special skill set in data mining, modeling, and leveraging IT systems to increase productivity & capability

• Series 6, Series 63, California Life & Health certification

• Strong experience with ERP including Vantage, Peoplesoft, Oracle, JDEdwards, Platinum, Intuitive

• Specialize in systems design, proves improvement, project management, and operational development

• Member of Institute of Management Accountants


CMA/CFM (candidate enrolled) – Certified Management Accountant (expected 2010)

MBA – Finance Golden Gate University

BA – Finance University of Phoenix

AS – Accounting West Valley College

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