Objective

Seeking a position as a Chief Financial Officer or Human Resources Director.

Summary

Chief Financial Officer (CFO) and Human Resources Director with over 30 years of diversified experience for publicly traded and privately held companies. Certified Public Accountant (CPA) with “Big Four” public accounting firm experience and Certified Financial Planner (CFP©).

  • Thrives with Unchartered Challenges – Driven by a Job Well Done.Creatively strategizes, envisions opportunities, plans success, executes and achieves.
  • Deciphers Opportunities from Data.Interprets and conveys the story from the data to bring clarity and commitment to strategies, plans, operational improvements and initiatives for change.
  • Catalyst for High-Caliber Team Excellence.Jumps in to get things started, creating energy and momentum, camaraderie, and individual and team successes.
  • Business Champion.Supports the business like an owner by integrating into the management team and partnering with line management.

CORE COMPETENCIES

"Have Solutions; Need Problems"

-Financial Stewardship & Controllership

                ► CPA with "Big 4" accounting firm experience

► GAAP & SEC Reporting

► Sarbanes-Oxley Compliance

► Budget Management & Financial Planning

► Strategic Planning

► Treasury, Banking, & Cash Flow Management

Financing                                                                          

► IPOs, Mergers & Acquisitions

► Stocks, Bonds & Debentures

Human Resources Management

► Executive Leadership

► Operational Excellence

► Staff Supervision, Training, & Motivation

► Strong Interpersonal Skills

► Amiable sense of humor

Technology Enhancements

► System Implementation

► Process Improvements

Work History

Work History
Nov 2000 - Jan 2011

Chief Financial Officer & Human Resources Director

Fletcher-Flora Health Care Systems, Inc.

Financial stewardship for parent company and two subsidiaries; human resources management for 50 employees in 13 states.

Saved thousands, improved cash flow and reversed losses:

  • Increased annual income by $500,000 by sourcing new suppliers and negotiating new annual contracts
  • Saved $250,000 by implementing revised inventory practices and phasing out obsolete inventory

Completed complex merger:

  • Structured sale of $.5 million in securities under Rule 506 of SEC Regulation D
  • Arranged $2 million in sale of debentures
  • Coordinated a multifaceted reverse triangular merger to go public and subsequent downstream merger

Successfully executed strategies:

  • Supported CEO by developing pricing models and related costs for new product development
  • Reduced Accounts Receivable days outstanding by 15%

Positioned company for acquisition:

  • Pioneered the implementation of a robust accounting software package; enhanced financial data integrityand made it more user-friendly for executives and managers
  • Conceived various exit strategies and worked with CEO to determine the best alternative

 Improved cash flow while maintaining comparable employee benefits:

  • Reduced benefits expense by $45,000 by negotiating new health insurance plan and establishing HSA accounts
  • Saved $2,500 per year in pension costs by analyzing 401(k) plans and converting to a new plan
Jan 2000 - Jun 2000

National Tax Compliance Specialist

Ernst & Young, LLP

Analyzed complicated tax situations, researched tax laws and prepared complex individual, partnership, corporation and gift tax returns for federal and multiple states during firm's tax season. Was selected to attend real estate taxation course in Atlanta and subsequently provide direction to Newport Beach accountants.

Jan 1996 - Jan 2000

Chief Financial Officer & Human Resources Director

Barron Pacific Group, LLC

Acquired and merged a struggling bottled water manufacturer into a startup company. Managed the day-to-day financial operations and human resources, set up computer network, installed MAS90, developed inventory costing controls, created operating budgets, prepared and analyzed monthly financial reports, oversaw payroll, and directly administered accounts receivable and accounts payable.

Education

Education
Sep 1965 - Jun 1970

Bachelor of Science

Utah State University - Jon Huntsman School of Business

Skills

Skills

QuickBooks

Peachtree for Manufacturing

Microsoft Dynamics

Microsoft Office

Includes Word, Excel, PowerPoint, Access & Outlook.

Certifications

Certifications
Jul 1978 - Jun 2011

Certified Public Accountant

California Board of Accountancy
Jul 1980 - Jun 2011

Certified Financial Planner

CFP Board of Standards, Inc.
Feb 2011 - Mar 2011

Advanced Career Transition Training

Brandman University