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Cfo Consultant Resume

SUMMARY:

Seasoned Finance executive with a proven record of leading organizations in the identification and improvement of profitability drivers. Key strengths include financial analysis, key performance indicators, management reporting, budgeting, treasury, human resources, mergers & acquisitions, acquisition integration, cost accounting, continuous improvement, and inventory control. A hands - on leader with a solid background in developing and implementing analysis metrics to control administrative and manufacturing processes.

COMPUTER SKILLS:

MS Office, Chempax, Crystal Reports, Visual, Mapics, Jobscope, Visio, AccPac, Misys, Quickbooks Infor LN, Infor CSB, Oracle, Epicor and MS Project

PROFESSIONAL EXPERIENCE:

CFO Consultant

Confidential

Responsibilities:

  • Managing staff of 20, including 3 managers, supporting AP/AR, Cost Accounting and General Ledger for monthly close and reporting cycle for $600M line of business.
  • Leading Accounting team in support of remote ERP implementation.

Confidential, Hawthorne, CA

CFO

Responsibilities:

  • Supervised staff of 10 direct reports in Finance, Human Resources and Operations
  • Managed percentage of completion revenue recognition for over 500 projects annually.
  • Analyzed completed projects vs, estimates to drive process improvements.
  • Led implementation of recurring revenue model as part of 3year Strategic Plan
  • Negotiated sale of existing corporate headquarters for $1 Million premium over market.
  • Reduced leverage 20% while driving expansion and revenue growth by 23%
  • Managed Treasury functions including cash flow, banking relationships, credit facilities, payables, receivables, and payroll.
  • Introduced cycle counting procedures that decreased inventory adjustments by 50%.
  • Utilized lean techniques to increase operating profit by $750,000 from
  • Lead expansion of new Pacific Northwest operations in Portland, OR and Boise, ID

Confidential, Torrance, CA

Assistant Controller

Responsibilities:

  • Led Finance Functional Team for Infor LN ERP Implementation
  • Implemented Lean office techniques including visual metric boards
  • Developed management reporting package, utilizing key performance metrics, for new executive team.
  • Led Finance/Accounting functions for Multi-division consolidation executed in 2017.

CFO Consultant

Confidential

Responsibilities:

  • Assisted with purchase accounting adjustments to balance sheet.
  • Developed standard cost rates required to facilitate migration to Epicor ERP system
  • Identified $275,000 cost savings opportunity involving facility and equipment consolidations.
  • Utilized actual cost studies to demonstrate true product margins across multiple programs
  • Migrated approximately 2000 SKU’s from actual to standard costing systems.

Confidential, Santa Fe Springs, CA

Chief Financial Officer

Responsibilities:

  • Reduced leverage by 20.1% during a period of 33.7% top line growth.
  • Instituted metrics to drive working capital efficiency and on time delivery performance
  • Reduced DSI by 7.7% and DSO by 29.2%
  • Managed Treasury functions including cash flow, banking relationships, credit facilities, payables, receivables, and payroll.
  • Developed Excel based tools to assess and drive margin improvement on a product level basis.
  • Consolidated remote Finance office into Corporate Headquarters.
  • Implemented formal budgeting process
  • Implemented 5YR Strategic Planning process.
  • Led annual CPA review and ABL audit process.

Confidential, Torrance, CA

Chief Financial Officer

Responsibilities:

  • Recruited and trained Accounting Manager
  • Managed Treasury functions including cash flow, banking relationships, credit facilities, payables, receivables, and payroll.
  • Coordinated annual external CPA audits
  • Instituted a customer credit evaluation process that reduced bad debt write off to $0 for 2011 and 2012
  • Reduced aged accounts receivables by 64% through coordinated contact between Marketing and Accounting
  • Reduced Closing/Reporting cycle by 37.5%
  • Led on-site effort for sale of company to Confidential
  • Instituted DCF model used to acquire additional portfolio companies.
  • Instituted financially driven planning processes. Developed formal annual budget and five year plan.
  • Lead Financial Implementation of Visual MRP System.

Confidential, Whittier, CA

Controller

Responsibilities:

  • Recruited, trained and supervised a staff of three professionals
  • Managed Corporate Treasury functions including cash flow, banking relationships, credit facilities, payables, receivables, distributions, and payroll.
  • Managed percentage of completion revenue recognition for projects in excess of $100K.
  • Instituted a customer credit evaluation process that reduced bad debt write off to $0 for 2010
  • Developed financial modeling tool to increase monthly forecast accuracy.
  • Implemented metrics to track operational efficiencies.
  • Led payroll and telephone system upgrades
  • Reduced aged accounts receivables by 15% through proactive monitoring system.
  • Managed compliance aspects of two GSA contracts.
  • Instituted a financially driven Annual Operating Plan for 2011.

Confidential, Irvine/Anaheim, CA

Accounting Manager

Responsibilities:

  • Converted to centralized Payroll, Accounts Payable, Accounts Receivable and Fixed Assets systems.
  • Implementing Standard Cost system to replace legacy Actual Cost systems.
  • Developed overhead rates, verified component costs and adjusted machine cycle times to insure BOM accuracy
  • Consolidated weekly reporting process to monitor orders, sales, spending, inventory fluctuations and customer service metrics in a proactive manner.
  • These reports are used to drive weekly Staff meetings, lean events and forecast updates.
  • Utilized automated routines for uploading legacy system data into Parker Systems for monthly close. Reduced hours to close by 20%.
  • Developed automated monthly dashboard reports for 6 business units.
  • Prepared monthly Divisional Summary reports for consolidation and presentations to Senior Management.
  • Introduced lean manufacturing program on shop floor. This involved conceptual learning, process evaluation and redesign, as well as the development of tracking reports to monitor improvement. On time delivery increased 10%, productivity increased 5% while inventory has been reduced 15%.

Confidential, Irvine, CA

Senior Analyst

Responsibilities:

  • Served as Confidential Sarbanes-Oxley Champion.
  • Developed routines to consolidate Confidential Annual Operating Plan
  • Participated in acquisition due diligence reviews and DCF preparation.
  • Implemented automated routines to reduce Close and Reporting cycles by one day each.
  • Participated in integration of seven acquisitions and two divestitures.
  • Utilized web based forum for collecting data and distributing Confidential reports.
  • Recruited and trained two Junior Analysts.
  • Prepared Board of Directors presentations for Confidential President

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