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| | Click here or scroll down to respond to this candidateCandidate's Name
SKILLS & QUALIFICATIONS: Demonstrated Accounting & Finance Leader with 20+ years of experience as a Chief Financial Officer, Corporate Controller, Auditor, and Treasurer Significant experience in manufacturing and construction settings Significant experience with financial reporting, financial statement preparation, forecasts/budgets, internal controls, mergers/acquisitions, and information technology. Well-versed in SOX implementation and regulations Strong understanding of US GAAP with the ability to review all General Ledger accounting entries Software: NetSuite, MAS 90, Sage 100/300, MS Dynamics, Acumatica, Tableau, Fishbowl (Inventory) LP, Blackline, Velixo, QuickBooks, Power Bi, Advanced MS Excel EXPERIENCE:Pacific Bath, Portland, OR Feb 2022 to PresentCFO Responsible accounting, finance and treasury functions of a Kohler dealer and certified installer with 8 Branches in 7 states with total annual sales of $125 million and 350 employees. Manage a staff of 7 team members including their training, development, and mentorship. Responsible for AP, AR, Cash, Payroll, Inventory costing and audit, budget preparation, forecasts, account reconciliation as well as banking, investment, legal, insurance and audit relationships. Maintain financial records in accordance with GAAP, financial reporting to management and private equity owners. Lead implementation of Acumatica ERP system with integrated processes and developed key reporting for management and compliance. Created accounting policies and procedures and proper internal controls for inventory, accounts receivable, accounts payable and cash. Performed due diligence and worked to execute leveraged acquisitions of 3 platform and add-on acquisitions within similar industries.Mustang Ridge Construction, Inc. Salem, OR June 19 - Jan 22 Controller Responsible for all accounting, payroll, financial reporting, forecasts/budgets, information. Technology, internal controls, and acquisitions. Utilizing SOX knowledge to improve data security, financial and operational controls. Implemented IT controls to prevent any fraudulent activity or reporting errors. Human resources and office staff development/management. Manage financials of all three company divisions including: General Contracting, Commercial Framing and Truss Manufacturing inclusive of 95-100 employees. Belmond Partners Jan 07 May 19CFO/Managing Director Participated in and supervised corporate mergers, acquisitions, and other investment opportunities. Implemented SOX processes for 3 acquired companies to bring the companies public. Reviewing 3 years of financial records and implement SOX regulations to adhere the IPO processes for acquired (full or partial) companies. Providing IT security and data control flow to ensure data security and accessibility. Ensuring organization is within in compliance with US GAAP. Supervised and contributed to the preparation of budgets, forecasts, board presentations and shareholder meetings. Managed professional venture capital/private equity office of 35 employees. Maintained excellent ongoing banking, customer, and employee relationships. Saba Ventures Apr 99 Dec 06CFO Implement SOX process and procedures for two acquired companies as IPO process progress. Verifying all SOX compliance are met prior to acquired companies become public. Creating new IT processes to ensure data security and data flow with correct credentials. Responsible for all accounting, financial statements, budgeting, payroll, internal audit, investments, banking relationships and client services. Lead team that performed due diligence reviews and analysis for potential acquisitions and investment opportunities. Optimized the annual report, decreasing it from 140 pages to 80 pages. Efforts resulted in a dramatically streamlined format that earned direct praise from external auditors and company CEO and CFO. Managed the Accounting team of 24 professionals. Lex Computer Systems, Los Angeles, CA May 97 Mar 99 VP of Finance Responsible for all aspects of accounting, financial reporting, accounts payable, billing, payroll budgeting/forecasting, human resources, audit and inventory control for Computer products, software, and consulting company. Oversaw a staff of 22 employees. Company had $50mil in annual revenue and four domestic locations. Lead team in charge of company divestiture and eventual sale once turn around was complete. Director of Internal Audit Mar 95 May 97 Responsible for performing financial and operational audits on a global basis for a large international manufacturing and distribution company. Supervised a staff of 7 audit professionals performing audit work in 18 countries and 25 states. Promoted to VP Finance of computer products division. Max Factor and Company, New York, NY June 92 Feb 95 Internal Audit Manager Performed financial and operational audits for a manufacturer and distributor of cosmetics and fragrances in 18 countries and 12 domestic locations. Supervised a staff of 5 direct report audit professionals. Performed as interim Controller for two manufacturing subsidiaries located in Bournemouth, England and Orleans, France.Ernst and Young, New York, NY Sept 89 May 92Auditor/Accountant Performed financial audits in the manufacturing sector of the firm's practice. Clients were all large Fortune 500 manufacturing and distribution companies. EDUCATION & CERTIFICATIONS:Alfred UniversityBachelor of Science Accounting and Business Administration - 1989 Certified Public Accountant NY State - |