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Click here or scroll down to respond to this candidateCandidate's Name , C.P.A.PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLE Cedar Park, TX Street Address P & L Focused Team Leader Strategic Thinker Entrepreneurial Customer Focused Innovative Problem Solver ApproachableStrategic thinker with long-term track record of system integrations, process and procedure implementations and documentations, while providing significant company cost savings and recalibrating the company culture to be positive, productive and challenging. Aptitude for generating new and profitable revenue and cost savings opportunities by identifying and connecting teams to collaborate, clarify, and execute existing and new processes and projects. Solid interpersonal, written, and verbal communicator; adept at working well with internal and external teams at the national and global levels and effectively communicating highly technical concepts and solutions. Achieve high standards of ethics and excellence by utilizing effective business management and leadership skills.Skills, Knowledge, and Abilities include: Development of effective cross-functional processes and procedures Financial Statement Compilation and Analysis Cultivating Profitable Key Relationships Customer and Vendor Negotiations Long and short-term Strategic Planning / Executions System integration and implementation-QB to NS Subscription and one-off revenue recognitionSELECT ACCOMPLISHMENTSManaged $60M of cash in various Senox banks and bank accounts on a weekly basis. Introduced and transitioned Tax firm from previous firm that Senox had done business with 30 plus years and discovered millions of dollars of unreported R&D tax credits. Compiled, submitted, fulfilled compliance for thee PPP, resulting in full forgiveness. Reduced month-end financial reporting closing process by seven (7) working days per month at Alchemy Systems, providing people cost savings and departmental efficiencies for the company. Led TR-Austin team resulting with turning around the business units EBIDAT and operating income in 2013; improved by 158.4% and 69.3%, respectively with a 25% reduction in FTEs. Improved significant cost savings for Thomson Reuters, dba Highline Financial, LLC; reducing expenses and cash outflow by over 75%. DSO improved from 56 days down to 32 days and DPO from 15 days up to over 45 days.Collaborated with Highline Financial (HF) CEO through the due diligence and sale of HF to Thomson Reuters (TR).Negotiated $750K contract and led the system implementation for the Texas Comptroller of Public Accounts of the investment performance and financial reporting software applications. Enhanced the IDM Partners management teams efficiencies, reducing headcount from six FTEs to three FTEs and increased cost savings of $1.5M, impacting all areas of financial, legal and risk management matters while work volume increased year over year.Managed ten accounting staff during the revenue growth from $4M to $20M in 18 months for ACS Dataline(ACS), currently Black Box. Within six months of this rapid revenue growth, ACS was listed as one of the 500 fastest growing companies in the country by Inc. 500. ContinuedRAMSTAD, page 2 of 4PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLE Cedar Park, TX 78613 RELEVANT PROFESSIONAL HISTORYSENOX CORPORATION - Austin, TX (September, 2016 to September 2021) VP of FinanceBusiness Sector Manufacturing; two facilities in Texas, USA and one in Ontario, Canada, 2016 - 17 business branches to 23 business branches in 2020 Revenue Growth 2016 - $90MM to 2021 - $160MM,Finance Team Growth 2016 6 to 2021 - 7Work directly with the President and E.V.P. of the Company to provide strategic insight to the executive management team concerning business initiatives and performance.Managed banking relationships with four banking institutions, 12 bank accounts, domestic and international.Monthly Corporate, manufacturing and branch financial statements consolidated for $160M company diane provided to the executive management team; three manufacturing facilities in USA and Canada and 22 branches located in the south/southeast, Canada, and international customersManaged Treasury, Credit, Budgeting, General Ledger, Analytics, and AP departmentsDevelop operating budgets for Corporate and branch locations 22 at present. This is to address all significant weaknesses and enhance, enforce, and establish processes and procedures for a positive financial impact for the company.Was a Core member of the ERP software implementation team, from Sage 300 to Epicor.Calculated, filed, and paid estimated quarterly state and federal taxes ENFLITE, INC., SIKORSKY, A LOCKHEED MARTIN COMPANY - Georgetown, TX(April, 2015 to August, 2016 company-wide layoff position moved to Washington State business unit) Corporate ControllerBusiness Sector Aerospace interior fittings for VVIP aircraft Revenue remained stable with the uptick in oil and gas availability Finance Team Growth Remained stable at 4Work directly with the General Manager to provide strategic insight to Mission Equipment executive management team concerning business initiatives and performance.A/R and A/P liaison for Enflite, including collections with major customer, Gulfstream Aircraft Company.Develop action plans with business unit management to address all significant weaknesses and enhance, enforce, and establish processes and procedures for a positive financial impact for the company.Sikorsky site location Compliance Lead for the Sarbanes Oxley; includes testing, segregation of duties controls, and enforcement of company policy and procedures.Sikorsky site location Liaison with external and UTC internal audit teams. ROBERT HALF MANAGEMENT RESOURCES - Austin, TX (September, 2014 to April 2015) Executive Management, Finance and AccountingConsulting for RH Hanger, Inc. project to review 1,000 plus leases for their prosthetic clinics Revenue not available to ContractorsFinance Team Growth not available to Contractors Senior-level Finance and Accounting ConsultantTeam member instrumental with the review, assimilation, and reconciliation for single-point client for the disclosure and restatement of five (5) year historical financial reporting to the SEC. o Due to implementation of efficiencies, aided in the reduction of consulting headcount from six (6) to two (2) consultants.ContinuedCandidate's Name , page 3 of 4PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLE Cedar Park, TX 78613 ALCHEMY SYSTEMS -Now Intertek Alchemy) Austin, TX (2013 to August, 2014) Corporate Controller worked for one of six IDM Partners (private investment firm worked for over 8 years)Corporate controller for a fast-growing company recently acquired by a private equity firm. The primary focus for the company is to rapidly grow revenue organically and with business acquisitions Business Sector = leading software training system for safety, yield, culture, revenue for a companys workforce. Subscription based.Business revenue not availableFinance Team stable with 4 direct reports Was Lead on NetSuite software implementation cleanupKey point person with NetSuite (NS) and NS OneWorld system integration for the financial application in the ERPCo-lead the external annual audit; first year subsequent to acquisition of the company by a private equity firm and the addition of an acquisition of a Canadian based business.Lead for month-end financial reporting closing process; allocating personnel resources to insure internal controls and improve operational efficiencies; improving the process by seven working days. RELEVANT PROFESSIONAL HISTORYContinuedTHOMSON REUTERS (TR) (FORMERLY HIGHLINE FINANCIAL, LLC). - Austin, TX (2008 to 2013) Director, Finance and AccountingBusiness Sector Subscription based software for financial data and analytics to the banking industry subscription based businessRevenue Growth Not availableFinance Team Growth 2008 3 to 2013 - 11 Was assigned responsibility for the Austin TR office one year and two weeks subsequent sale from Highline Financial to the TR, replacing the VP and Director of Financial Analysts. That was an additional 8 analysts. Managed the Austin, Texas location for TR Generated all monthly financial reporting and risk assessment, reporting to the CEO and private equity investment (PE) firm CEO and CFO (Spire Capital-NYC). Provided MD&R financial highlights on a monthly basis. This format of the financial highlights were subsequently used as a financial reporting requirement for all other investments of the PE firm, reporting to the PE CEO and CFO. Lead in the budget and strategic planning process and execution. Maintained and adhered to strong controls for management related daily, weekly, monthly, quarterly, and annual cash flow.SABEREX GROUP, LTD. - Austin, TX (2007 to 2008)Division ControllerBusiness Sector Mid-tech manufacturing and software services Oversaw all financial reporting and risk assessment for two divisions Printed Circuit Boards A former partner of IDM Partners I worked for over 8 years a private investment company located in Austin Collaborated with CEO/Principal in the development of the companys structured marketing plan for all divisions.ContinuedCandidate's Name , page 4 of 4PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLE Cedar Park, TX 78613 TEXAS COMPTROLLER OF PUBLIC ACCOUNTS (TCPA) /TEXAS TREASURY SAFEKEEPING TRUST COMPANY (TTSTC) - Austin, TX (2002 to 2006) Financial Reporting Manager Assimilated State-wide financial information of State issued bonds. Worked with TCPA programmers to eliminate triplication entry of bond information to one entry, thereby, the financial information flowed directly into the bond note data base. This provided process and cost efficiencies. Collaborated with Comptrollers economist with the composition of the opening letter to the People of the State of Texas in the Comprehensive Annual Financial Report (CAFR). Responsible for TTSTC financial reporting to the Governors Office and to the Legislative Budget Board for the State of Texas. Oversaw the Fed Line Division-six individuals and the Finance Division-five individuals. IDM PARTNERS, LTD. - Austin, TX (1994 to 2001)Director of Financial Reporting and Planning Business Sector Investment industry Revenue Growth Had between 35 and 50 separate legal entities start ups and small, profitable entities throughout the 8 years high tech, low tech, bio tech, commercial properties, custom home building, GPS systemsFinance Team Growth 1994 - 6 to 2001 2 - due to streamlining processes and procedures Completed initial audit and 7 subsequent audits with KPMG all clean reports. Oversaw all financial, tax, legal, cash management, risk management, and budget and strategic planning activity for thirty to forty legal entities with six partners o Types of investments encompassed real estate, high tech software, high tech manufacturing, golf cart GPS systems, commercial and residential development, land development and biotechnology with a net asset value in excess of $50M, up to 600 employees. Worked collaboratively with and directed entities accounting staff members, reviewed financial reports for GAAP compliance; balance sheets, income statements, cash flows, and valuations. Maintained a strong professional relationship with BofA private banking group; $15M Line of Credit for a seven-year period.EDUCATION & PROFESSIONAL DEVELOPMENT / TRAININGCompleted coursework towards aBachelor of Science (B.S.) in Accounting, Mathematics Minor UNIVERSITY OF NORTHERN IOWA Cedar Falls, IowaC.P.A. License in Good Standing Texas State Board of Public Accountancy Training:Post Graduate Studies focused in financial analysis at the University of Iowa, Texas Tech University, and Texas State University School of Engineering - ITSoftware ExpertiseNetSuite Epicor QuickBooks Excel Word PowerPoint Project Visio Organically Created ERP Systems |
