SUMMARY:

• More than 18 Outstanding years as a Chief Financial Officer / Controller with full financial responsibility of multiple organizations with aggregate sales exceeding $500 million annually
• A Results Oriented Solutions Finder.
• Communications Guru that Bridges All Departments, Business Operations, Finance, Reporting and Analysis, and Governance to align all parties with the Company’s Strategic Plan.
• Excels in Cash Flow Management and Forecasting, Budgetary Planning, IT Management, Leading Acquisitions, and Providing Leadership.
• Guides Multiple Operations Teams to beating their budgets over 95% of the time.
• A Skilled Negotiator who has saved companies more than $20 million over the course of his career.
• Expert in Buy - Side Analysis, Return On Invested Capital Analyses for Retail Operations.
• Reputation for taking companies to the Next Level; Financially, Operationally, and with IT.
• One of the First Developers of Web Based Business Intelligence Reporting Suite for AR and Expense Control.
• Integrally involved in the Design, Development and Implementation of several entirely New Business Models and Technologies.
• These include Data Warehouse Development, Business Intelligence Tools, and CRMs.
• Expertise and Special Skill in Managing People
• Relates Well to People at All Levels of the Organization
• Extremely Respected by People.
• Developed Forecast Tools for acquisitions as well as going concerns including Zero Based budgeting; This gave CEO’s and upper management the ability to drive greater profits and make buy / no buy decisions using concise data.
• Built multi-variable cash flow models to determine when growth would require recapitalization.
• Oversaw Fixed Asset Budgets, Purchases, Ledgers and Depreciation
• Executed a de-facto bankruptcy when this $120 million company's insolvency became apparent to its major creditors and Chapter 11 was not an option under the franchise agreements; This Permitted the Company the ability to Stay Afloat an Additional Nine Months to Restructure.
• Prepare Property Tax Returns in Multiple Jurisdictions and have been found to be In Compliance after audit.
• Prepared and filed multiple License and Regulatory Registrations.
• Audited by the IRS and found to be compliant, “no change”, and with no use of outside CPA in that case.
• Worked with Internal Auditors to insure SOX Compliance within the operating unit
• Worked with External Auditors on IT SOX Issues and Desk Audit questions.
• Provided the Outside CPA assistance in doing a review and preparing the Annual Tax Returns
• Managed Multiple Sales Tax Audits Simultaneously for Different Counties and Entities.
• Hired, Trained and Mentored Subordinates and Managers within the Accounting Department and Other Operational Departments
• Oversaw Payroll for up to 550 Associates; Accuracy and Timeliness with a multitude of compensation programs for a team that was mostly commissioned.
• Collaborated with Outside Counsel on Union and NLRB issues at Multiple Locations Maintaining “Labor Peace” during my tenure with Both the Teamsters and Machinists Unions.
• Restructured the self-insured Health Plan in coordination with the administrator. This move saved the company more than $100,000 per year.
• Developed Compensation Plans (contracts) that clearly defined the terms and conditions of what was considered part of the compensation package and how compensation was calculated for the commissioned associates. This kept any associates from challenging my Compensation Plans in court.
• Experienced in performing 3 day Monthly Closings of 5 corporations doing an aggregate of $500 Million in Revenue Annually including preparation of Financial Statements; This permitted Management to be nimbler and adjust operations earlier in the month.
• Managed to insure Control Systems remained intact and implemented new controls as needed; Consistency and constant and never ending improvement.
• Verified all transaction processing operations met revenue recognition standards.
• Balancing Inventory for $62 million Serialized Inventory monthly; These items were recognized as stolen items if they were not resolved within our guidelines.
• Balancing Itemized Inventory Monthly - Approximately $3.5 million with 10,000 active SKUs; This book to “pad” helped to identify potential shrinkage between annual physical inventories.
• Balancing Work In Process (WIP) monthly for 5 organizations; This was done to insure that the income stated was neither under or overstated based on labor costs. Adjustments were made monthly before the Financial Statement was posted.
• Architected and Managed the Design and Development of a tool to Consolidate Data from 80+ Locations representing $4.5 Billion in Revenue into a Daily Operating Control or Daily Mini Financial Consolidation. This enabled visibility by Region, Market and Location; This Made the Company Nimbler able to Get its Metrics Delivered Daily to All Levels of Management.
• Established IT SOP Parameters for SOX Compliance so the Company Passed its First SOX Compliance Audit within 4 months of the INFOSEC group’s formation.
• Implemented Standard Chart of Accounts along with Standards in other Operating Departments across the Enterprise; This made it easier to analyze data at all levels of the enterprise.
• Negotiated Vendor Contracts
• Saving on client over $2.5 million on a single purchase for Dealership ERP
• Negotiating one Bulk Oil deal that saved enough to pay for Boss’s Daughter’s Nob Hill Wedding, approximately $500,000.
• Actively involved in the management of Accounts Receivable and oversaw Accounts Payable.
• Established Banking Relationships for Treasury, Wholesale Lines of Credit and Indirect Funding for the Customers; Interest savings of up to $100,000 per year and increases in Working Capital of $500,000 through use of Treasury products.
• Managed Insurance Relationships, Negotiated Contracts on an annual basis for both Liability and Health Insurance.
• Managed Risk at the Deductible and Claim Frequency levels for Insurance and when looking at bringing on new hires.

CAREER EXPERIENCE:

Confidential, San Jose, CA

Group Controller

Responsibilities:

• Coordinating between VW, Porsche AG, PCNA and vendors ADP, Reynolds & Reynolds, and Dealer Track to design and develop a integration between the vendors and the VW/Porsche/SAP database.

Confidential, Duluth, GA

Manager of Data Solutions/ Systems Controls

Responsibilities:

• Managed a team of 3 engineers that delivered tools for testing SOX compliance, provided ETL to a source agnostic data warehouse and developed Pseudo Single-Sign-On along with multiple reports and analysis tools.
• Managed a team of 3 Infosys specialists who provisioned and de-provisioned 5600 associates annually multiple systems.

Confidential, West Hartford CT

Consultant/Delivery Manager

Responsibilities:

• Purchased 3 Dealership Franchises in Bankruptcy from LOI to Closing in 47 Days:

Confidential

Consultant/Delivery Manager

Responsibilities:

• Listened to Management to establish requirements and the provided detailed design document including process flows for the entire organization into ERP and CRM RFP Document.
• Managed the RFP process for the ERP.
• Liaised between vendors and client in the establishment of the delivery and implementation plan for the ERP and CRM

Confidential, Naperville, IL

Controller

Responsibilities:

• Developed an Operating Plan for the survival of the company
• Developed Budgets and Monitored Variances Daily
• Decreased operating losses 75% by tenaciously monitoring cash and expenses
• Keeping operational departments laser focused during crisis mode

Confidential, Phoenix, AZ

Controller

Responsibilities:

• Provided the Management Team with Financial Analysis as well as a Consolidation view of the organization.
• Compliance review with Reg. Z and Reg. M for all advertising.
• Coach General and Departmental Managers. Instruct them on "best practices" and show where there were profit opportunities.

Confidential, San Jose//Phoenix

Founder & CEO

Responsibilities:

• Business Intelligence developer for Web Based Reporting for Auto Dealers providing information on Vehicle Receivables and Expenses not available from their ERP at that time.