SUMMARY:

Experienced and highly accomplished financial executive with over 20 years of accounting and financial management experience. Proven track record of leading the finance and administration functions across multiple industries. CPA with broad knowledge and experience in financial, accounting and IT management. Expert in analyzing existing operations and building, streamlining and managing effective teams, systems, strategies and processes to improve organizational performance and profitability.

CORE COMPETENCIES / SIGNATURE STRENGTHS:

Strategic Planning Financial Planning & Analysis GAAP, IFRS and SEC Reporting Stakeholder Relations Operations Board of Directors/Audit Committee Tax Planning Turnaround Leadership IT Leadership Internal Controls & Audit Committee Working Capital Improvement Banking & Treasury Risk Management Needs Analysis Process Development Staff Development & Oversight Management Reporting

CAREER TRACK:

Confidential, Albuquerque, NM

Responsibilities:

• Planned and managed development, configuration, documentation, training, and process improvements that exceeded client expectations.
• Participated in implementation of SAP S4/Hana from SAP ByDesign focusing on FICO and MM. Provided Business Analysis, FICO COE services. Established scope and requirements for S4 related changes; planned, documented, tested, approved and executed changes during stabilization efforts.
• Ensured that application design supported business process and integration with existing legacy applications.
• Liaised with project owners, steering committee, and process owners to develop appropriate solutions for accounting, finance, manufacturing, sales, distribution, and transportation supply chains.
• Led Due Diligence and SEC - quality audit preparation for SPAC Acquisition, creating workpapers and supporting schedules.
• Spearheaded and managed changes to inventory and costing methods, impacting profitability, production BOMs, inventory valuation, cost of goods sold and project costing.
• Analyzed impact of Topic 606 Revenue from Contract with Customers on client contracts with multiple performance obligations utilizing five-step model.
• Not-for-Profit - One Year
• Planned and managed development, configuration, documentation, training, and process improvements that exceeded client expectations.
• Retained by a 501c6 organization and its related 501c3 foundation to create financial reporting packages utilizing MS Dynamics and Adaptive Insights. Led efforts in GAAP compliance and process improvements and enhancements.
• Documented and implemented policies and procedures.
• Received AICPA Not-for-Profit Certificate.
• Wealthy Individual and Private Foundation - One Year
• Established and Maintained $40m plus Private Foundation records utilizing QuickBooks.
• Reconciled Investment Income and Expense.

Controller

Confidential, Albuquerque, NM

Responsibilities:

• Excelled in all facets of financial leadership for the foremost manufacturer and site engineer of utility scale solar tracking systems.
• Successfully created world class team handling continuously increasing areas of responsibility.
• As the company experienced rapid growth, adding additional areas of accountability and complexity, flexibility was required to proactively navigate the addition of international customers along with a complex international supply chain that combined in-house, consignment and outsourcing production with supplier sourcing, drop-shipping and other integrated supply chain methods designed to serve customer needs.
• Accounted through financial statements including GL, AP, AR, payroll, cost accounting, inventory control, and project accounting.
• Created Financial Planning and Analysis and Treasury functions including budgeting, forecasting, cash management and analysis.
• Recognized Revenue on complex contracts utilizing percentage of completion methodology. Compliance Manager. Manage Credit and collections. Audit Liaison. Control project, product and manufacturing costs. Variance analysis.

CFO /controller/ Finance director

Confidential

Responsibilities:

• Participated with CEO as part of a collaborative executive management team with input into of all areas including operations and marketing.
• Relied upon to create GAAP compliant financial records from existing state.
• Built first class financial leadership team by successfully integrating diverse cultures.
• Reduced operational and financial statement audit finding and ensured compliance as promulgated
• Project manager on financial and operational software implementation, conversions and upgrades. Initiated/implemented new financial and business processes to optimize daily operations. Conducted comprehensive reviews, research and preparation of SEC reporting including SOX compliance.
• Proficiently managed covenants of multiple debt financing. Present “best practices” reporting models in terms of financials analysis and compliance efficiency.
• Developed methodology for revenue recognition and other cycle components including changes in cash inventory.
• Conducted comprehensive financial review and analysis in order to prepare and present annual reports, forecasts and detailed business and strategic plans.
• Clarify managerial span of controls and accountability by proficiently designing, developing and executing substantial business and accounting processes.
• Developed methodologies, metrics and tools for measuring, auditing and reporting of operational revenues.
• Achieved optimal utilization of human and capital resources through proactive workflow planning and budget administration.
• Proactive leader who successfully developed, mentored and led top-performing teams committed to providing superior service.
• Exhibited strong managerial abilities in overseeing revenue audit and financial accounting.
• Proven value and dedication as a team member, as demonstrated by progression throughout career.
• Exceptional ability to research and evaluate industry trends and use findings toward designing and executing innovative strategies to boost company performance. Dynamic communication, presentation, relationship building and problem-solving abilities.
• Effectively defined, developed and implemented targeted business and strategic plans to maximize operational productivity, efficiency and profitability.