Director Resume
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Phoenix, AZ
SUMMARY
- Accounting and Finance leader that drives improvements in productivity, processes and profitability of multi - million and multi-billion dollar companies.
- Through my experience and leadership, I have increased the efficiency of key processes by 30%, helped cut capital spending by more than 60%, eliminated recurring monthly losses of $1M, and cut overall expenses of more than $40M for my companies.
- SEC Reporting GAAP/SOX Compliance Complex Accounting Issues Technical Research & Analysis
- Audit Management Equity/Debt Transactions Mergers & Acquisitions Multi-Site/Multinational Ops
- Contract Negotiation Process Improvement Leadership and Mentoring Budgeting and Forecasting
- Reduced wireless service costs by over $100K (25%) annually and negotiated a one-time $10,000 credit within first month of employment by consolidating providers and optimizing service plans
- Provided financial analysis, accounting guidance, and contract structure support for a $500 million business acquisition; prepared purchase accounting entries and managed integration of financials
PROFESSIONAL EXPERIENCE
Director
Confidential, Phoenix, AZ
Responsibilities:
- Provided professional accounting and finance services to Fortune 1000 clients.
- Engagements included forensic accounting and restatements in connection with Securities and Exchange Commission formal inquiries, accounting guidance/support for a $1.6 billion motion pictures studio acquisition, implementation guidance for new accounting pronouncements, and SOX implementation/audits in partnership with a Big 4 accounting firm.
Confidential, Denver, CO
Vice President
Responsibilities:
- Budgeting, forecasting and analysis of cash flows and capital expenditures; worked closely with COO and other executives to reduce year-over-year capital spending from $8 billion to $3 billion
- Business case analysis, negotiation and contract structuring for strategic transactions in excess of $100 million; renegotiated terms of a 5-year take-or-pay service agreement resulting in a $28 million benefit over the term of the agreement in addition to a $15 million in-quarter benefit
- Due diligence, preparation of SEC registration statements, responses to SEC comment letters, and post-merger purchase accounting for the $35 billion acquisition of U S West
- SEC reporting, technical accounting research and audit management; subject matter expert for GAAP
Controller
Confidential, Phoenix, AZ
Responsibilities:
- Personal computer manufacturer and parts distributor, $100 million in revenue, 250 employees
Financial Reporting Manager
Confidential, Tempe, AZ
Responsibilities:
- Publicly-traded distributor ofl.T. products and services, $5 billion in revenue, 4,500 employees
Audit Manager
Confidential, Phoenix, AZ
Responsibilities:
- Big 4 audit, tax and advisory firm, revenues in excess of $20 billion, 145,000 professionals Audits and quarterly reviews, preparation assistance with SEC registration statements for IPO's and secondary securities' offerings, 10-K/10-Q reviews, M&A support, and other professional services.
- Promoted to Audit Manager approximately one-year ahead of the standard five-year track.
Consultant - Accounting & Finance
Confidential, Scottsdale, AZ
Responsibilities:
- Managed corporate accounting and financial reporting & analysis for Reverse Mortgage Solutions ($10 billion reverse mortgage company)
- Managed the annual audit process as a liaison between the Controller's organization and its' Big 4 audit firm, provided 10-K assistance and other year-end support for Healthcare Trust of America ($2.5 billion public real estate company)
- Developed multi-currency consolidation models, prepared purchase accounting adjustments for recent UK acquisitions and US GAAP compliance adjustments for a multinational software development firm
- Provided SEC and XBRL services for an industry leading cloud-based reporting solutions provider
- Consulting/interim engagements prior to 2012
- Mesa Airlines - Interim Director of SEC Reporting - 9 months
Confidential, Phoenix, AZ
Corporate Controller
Responsibilities:
- Multi-site, international corporations, 400+ employees, annual revenue in excess of $100 million
- Transitioned corporate accounting functions from Baltimore, MD to Arizona within first 45 days; immediately hired replacements for key positions to maximize knowledge transfer
- Reduced corporate accounting employee costs by 20% and accelerated month-end close timing by 30% within first 90 days by improving processes and eliminating non-value-adding activities