SUMMARY

• Seasoned financial professional/consultant with proven success leading and providing controllership, financial reporting and planning, consolidations, auditing and budget administration for business units with multiple factory, sales and service locations in both domestic and international environments.
• Extensive financial systems background including QuickBooks/Enterprise (Certified), MS Office suite including MS Access and Excel, SAP, Oracle financials and Hyperion.
• Exceptional analytical skills with the ability to quickly identify financial and operational weaknesses as well as introduced numerous business processes and internal controls that significantly reduced costs and improved profitability.
• Consultant/Auditor for reviewing and writing best practice procedures for financial book close processes and streamlining and reducing the overall close process.
• Developed and performed Sarbanes Oxley controls and identified control weaknesses.
• Established and developed standard monthly financial reports, detail management reporting and ad - hoc analysis (Flash Reports).
• Worked closely with various banks to establish key reporting and lending requirements where needed.
• Extensive systems background provides an edge in implementing new products and achieving reporting solutions.
• Strong leadership qualifications - created cohesive, top-performing teams from multicultural, geographically dispersed workforces.

AREAS OF EXPERTISE

• Strategic Financial & Business Planning
• International / Cross-Border Business
• Financial Analysis & Modeling
• Financial Reporting / Consolidations
• Budget Analysis / Forecasting
• Percentage of Completion (POC) Accounting
• Policies / Procedures / Internal Financial Controls/ Sarbanes Oxley
• Auditing/Consulting
• HR & Administration Management
• Contract Review & Administration
• Staff Supervision & Leadership

TECHNICAL SKILLS

• MS Office suite
• MS Access
• Excel
• Financial systems include SAP
• PeopleSoft
• JD Edwards and QuickBooks (Certified); MFG Pro
• Sage MB
• BARMS
• Oracle and Oracle Projects
• Consolidations tools include Hyperion
• SAP’s Business Information Warehouse (BW).

PROFESSIONAL EXPERIENCE

Inventory & Cash Management

Confidential

Responsibilities:

• Performing and maintaining Inventory and wholesale reporting using RPro and Sage financial systems.
• Working and interfacing with 80 retail stores and 3 warehouses throughout the US. Managing AR for the wholesale business and ensuring aging levels are below the120 day threshold.

Corporate-Accounting

Confidential

Responsibilities:

• Reviewed various internal processes and Blackline reconciliation for the different groups within Corporate.
• Performed detail walkthrough of the Rentals Group processes, in order to evaluate process improvements and to ensure reconciliation was performed and accurate.

HOA-Accounting

Confidential

Responsibilities:

• Responsible for all accounting, budgeting, cash forecasting and financial processes for 4 HOA Business units.
• Manage multiple companies in Oracle PeopleSoft and interact with corporate accounting.

Sr. Manager Accounting/Finance

Confidential

Responsibilities:

• Responsible for all accounting, budgeting, cash forecasting and financial processes for an established Telecomm Company.
• Manage multiple companies in QuickBooks and perform monthly consolidation to the VIP Holding company.
• Administer the filing of the FCC - USAC requirements. Also filed an FCC appeal which won and saved the company money as well as removed them from the red light status.
• Developed best practices for book close and everyday accounting functions including reports for analysis and revenue recognition.
• Provide financial analysis and support for current projects and future strategic initiatives.

Consultant/Controller

Confidential

Responsibilities:

• Reorganized and restructured the accounting for a dynamic and expanding roofing/solar company. Implemented QuickBooks Enterprise system to support various businesses. This included accounts payable, accounts receivable, payroll and cash management.
• Worked with various banks to obtain a mortgage for the new corporate building.
• Established multiple companies under the corporate umbrella, which was a fast growing business within the solar industry and had expanded throughout the northeast corridor.
• Provided detail analysis and support to external investment company to help in sale and acquisition of the company to Confidential Inc.

Consultant/Controller

Confidential

Responsibilities:

• Established new control processes within the accounting group. Converted Sage financial software to QuickBooks - Enterprise.
• Consolidated various ledgers to a single reporting company
• Established financial and management reporting to enhance expense controls and improve cash flows
• Developed a best practice process for book close and improved the close to seven business days
• Established key financial lending requirements with various banks to get the best possible loan rates for the corporation

Internal Audit/SOX Consultant

Confidential

Responsibilities:

• Supervised the internal audit department for a small independent insurance company
• Established Sarbanes Oxley functions for various departments
• Reviewed control processes, performed audit walkthroughs, and created testing programs
• Identified control weaknesses and issues, and worked with senior management to implement resolutions

Financial Consultant

Confidential

Responsibilities:

• Formulated detail financials for prior years and converted from a cash basis to an accrual basis accounting
• Established and documented detail support for balance sheet and income statement exhibits
• Implemented processes to convert from a QuickBooks to an Oracle accounting system
• Redesigned financial management reports for the various fund managers

Inventory Accounting Consultant

Confidential

Responsibilities:

• Performed inventory accounting for a major international music manufacturing firm
• Worked with the supply chain group and financial operations to document current processes
• Evaluated cost of goods sold, and established new pricing procedures, along with obsolescence and scrap reporting
• Supported and converted the department to SAP and BW reporting.

Sarbanes Oxley Consultant

Confidential

Responsibilities:

• Performed Project Management functions to establish and review control processes, audit walkthroughs, and created testing programs
• Monitored and reported control weaknesses and issues to senior management for resolution
• Detailed reviews were focused on Entity level, Financial / SEC reporting, Management Assessment and Representation, overall document tracking, and roll forward and scoping documents

Director of Finance and Administration/ Regional Controller

Confidential

Responsibilities:

• Finance Director for the Confidential with up to $500 million in annual revenues
• Member of the Executive Management Committee, led a multinational staff of 100+ in three countries
• Responsible for accounting (general and POC), treasury, budgets, billing, collections, financial/tax reporting, consolidation of entities, internal/external auditing for the entire region
• Established and administered accounting/financial policies, procedures, and internal controls to ensure compliance with GAAP, corporate policy, Sarbanes Oxley, and local tax laws
• Successfully managed and achieved ISO9001:2000 certification in 2001
• Provided guidance to sales teams in achieving higher profit margins
• Reviewed and identified risk assessments for all bids and proposals
• Developed and reviewed all terms and conditions for all contracts