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Click here or scroll down to respond to this candidate3617N 163rd Dr. PHONE NUMBER AVAILABLECandidate's Name
Lead organizations through change,turnaround, adversity, andinstallation of controlsCHIEF FINANCIAL OFFICERPosition companies for achievement ofshort- and long-term strategicoperating objectivesCatalyst for ContinuousImprovement & ChangeBuild Relationships with Internal& External Process StakeholdersEstablish & Deploy Best PracticesMotivate & Mentor TeamMembers to SucceedDevelop, implement, and maintain solid accounting infrastructuresled turnaround management activities to streamline systems, improve controls, reduce expenses, optimize headcount, and navigate double-digit annual revenue gains. Provide the leadership critical to mitigating risksnavigated adverse economic climates, responded to JV partner shutdowns in Asia caused by the tsunami, and negotiated agreements to capture receivables before a key client filed bankruptcy. CAREER HIGHLIGHTSPlastikon Industries, Inc. / Trim-X Technology Hayward, CA Global Chief Financial Officer (1999-2014)Recruited to provide turnaround leadership to Trim-X Technologya sister company of Plastikon Industries, Inc.which was suffering from cash flow and inventory issues. Travelled to the companys two manufacturing sites; diagnosed organizational needs; and in just 10 months, reduced inventory 25%, increased revenue 15%, and improved cash flow on $6M in sales. Hand-selected to transition to Plastikon Industries, following the turnaround of Trim-X Technology, to spearhead similar actions and impact for this $18M business. Assessed business needs; identified root causes; and developed and implemented a strategic plan to increase internal controls, improve processes, establish a solid operating platform, and deploy best practices. Dramatically improved operating systems, controls, and accounting systems, critical as the company grew exponentially to 4 sites operating in 3 states, and generated $100M+ in revenue. Year 1 Year 3 Year 5 Year 10Revenue $18M $30M $50M $105MEmployees PHONE NUMBER AVAILABLE Played a key role in a $15M expansion, opening new locations in 2 states (Kentucky and Kansas), and focusing efforts on developing budgets, forecasting cash flows, and establishing centralized accounting systems. Secured the working capital and financial flexibility needed to support business ventures, negotiating a 4-fold increase in line of credit ($20M) as well as the lease lines to procure equipment needed for manufacturing startup. Mitigated exposure and financial losses through strategic business maneuvers; increased operating efficiencies and reduced headcount in anticipation of manufacturing slowdowns, proactively preventing organizational exposure. Hired, coach, and continue to develop accounting team members, leading a group of 10 direct reportsincluding field-based accounting personneland identifying and developing key talent to facilitate succession planning. Recovered almost $1M in receivables and secured insurance to cover additional losses on what was slated to be a $10M-$15M contract, by proactively negotiating payment arrangements before Solyndra became insolvent. Navigated adverse economic conditions including the tsunami in Japan which shut down production in JV partner in Asia; made strategic business decisions to prevent plant closures, retain workforce, and maintain operations. Currently evaluating accounting systems for a $500K investment in 2013, leading the effort to research, review, and recommend critical upgrade from existing MAS 90 system. Established accounting and financial reporting protocols for joint ventures in Hong Kong and China.35611 Conovan Lane Fremont, CA 94536 PHONE NUMBER AVAILABLE EMAIL AVAILABLE Candidate's Name , PAGE 2CAREER HIGHLIGHTSEnergy Systems, Inc. Stockton, CAGeneral Manager / Controller (1995-1998)Brought on board to formalize accounting systems for this $7.5M businessspecialized in selling and renting standby generatorsestablish processes and internal controls, and position for growth. Assumed additional role of General Manager after identifying business development opportunities and being seen as the leader who could expand the companys business. Increased revenue 50% to $7.5Mby leading sales team in selling into the telecom industry, partnering with large telecommunications providers to service 50+ cellular sites during their infrastructure development projects. Maintained financial stability as company expanded into new market, operating based on cash flow alone, sustaining a lean environment, and growing team to 25 employees in support of business throughout state of California. Drafted and negotiated contract terms with key cellular providers, including GTE / Verizon Communications. Candidate's Name , Inc. Newark, CAPresident / Owner (1984-1994)Built and managed a bookkeeping and tax planning and management servicecorporate, partnership, and personal matterspurchasing a franchise model and growing to become one of the largest franchises on the West Coast before transitioning to an independent business. Recruited and developed a small yet robust team of professionals who shared the same resolve for client service, accounting accuracy, and timely completion of projects. Implemented policies, procedures, and systems to manage client interactions and monthly reporting, ensure adequate controls, and provide operational consistency. Developed new business through lead generation and relationship management, thoroughly assessing each accounts needs, providing detailed proposals of accounting solutions, and capturing a 60%+ close rate. Streamlined the process of managing bookkeeping and tax services for 150+ clients by leveraging a solid reporting platform for all clients to report key financial data, dramatically improving efficiencies and enterprise-wide productivity. Evaluated and deployed emerging technologies, transitioning the business over the years through consistent integration of software and hardware to improve efficiencies and optimize organizational effectiveness. Foundational Experience
Horton Equipment, Inc. Newark, CASecretary-Treasurer / ControllerClark Equipment Corporation Buchanan, MICredit & Collection Manager Corporate Internal Auditor Junior Accountant ACADEMIC BACKGROUNDBryant & Stratton Business College Santa Clara, CA Associate of ArtsCOMMUNITY LEADERSHIPOversight Committee, Washington Hospital Foundation Former Affiliations
President, Director, & Treasurer, R-Ranch at the Lake President & Director, Newark Chamber of Commerce Advisory Board, Commercial Bank of Fremont Director, Washington Hospital Foundation Director, Fremont-Newark YMCA President, Newark Rotary |
