Pro-active and results-oriented with broad experience in all aspects of accounting and financial management. Demonstrated hands-on management style in developing and implementing strategic plans ensuring company growth. Solid project planning and organizational skills. See big picture and plans appropriate strategies to achieve results. Well disciplined with proven ability to manage multiple assignments efficiently under extreme pressure while meeting tight deadlines. Strong team builder and facilitator. Ascertains needs and goals, streamlines existing operations, envisions new concepts and follows through with development, direction and accomplishment. Effectively communicates direction, commits people to action and conveys complex information in easily understood formats.
International Dark Sky Association -- www.darksky.org
The mission of the International Dark-Sky Association (IDA) is to preserve and protect the nighttime environment and our heritage of dark skies through quality outdoor lighting.
Harley Owners Group -- 2007 Ultra Classic
Your mission – if you choose to accept it – will be a simple one: "To Ride and Have Fun."
Sep 2005 - Present
Vice President Controller
Implemented policies, procedures and systems to appropriately account for start-up multi-national company in the delivery of messaging and value added services to wireless carriers. Designed and implemented management reporting that identified and corrected significant revenue leaks. Prepared annual budget and financial business plan used to raise additional capital for the company.
Feb 2001 - Aug 2005
Staff Vice President Controller
Implemented accounting policies, processes and systems for start-up company from scratch. Responsible for the accounting operations including revenue recognition, inventory, fixed assets, taxation, payroll, accounts payable and general accounting. Prepared departmental budgets, hired staff of 25 accountants with five direct reports, reviewed performance of staff and recommended merit increases, bonuses and stock options for accounting employees. Published monthly, quarterly and annual financial statements, coordinated audit with PricewaterhouseCoopers, and analyzed financial results and position for CFO, CEO and board members. Directed and managed a multi-year audit and review in near-record time to raise $150 million in high-yield debt through a 144A offering with subsequent S-4 filing with SEC. Prepared detailed multi-year pro-forma financial statements giving effect to audit adjustments on non-GAAP performance metrics in obtaining $950 million in financing.
Jul 1998 - Feb 2001
Jefferson Wells, International
Provided clients with expertise in addressing accounting, system and business issues. Audited application systems, router networks and general controls for The Associates, Mail Well and The Ritz Carlton. Facilitated control assessment meetings for The Associates. Developed business continuity plans and procedures for all mission-critical finance functions at PrimeCo PCS in anticipation of Y2K events. Lead cross functional initiative to define and document PrimeCo's Key Performance Indicators resulting in increased productivity and efficiency gained from standardization. Managed the implementation of Key Performance Indicators into an Executive Information System using Cognos Powerplay resulting in immediate calculation of metrics on a daily basis for executives. Assisted PrimeCo with Managent Reporting and divestiture of three markets resulting from the consolidation of PrimeCo with Verizon Wireless.
Jan 1997 - Jun 1998
McCarthy, Rose & Mills, LLP
Audited, reviewed and compiled financial statements for private companies in real estate, manufacturing and financial industries. Prepared income and payroll tax returns for client corporations, partnerships, trusts and individuals.
Nov 1993 - Dec 1997
Manager External Reporting
Prepared and reviewed all SEC and NYSE filing for FoxMeyer Corporation, FoxMeyer Health Corporation and majority owned subsidiary, Ben Franklin Retail Stores. Accounted for all equity investments, stock options, real estate operations, environmental liabilities, consolidations and LIFO reserve calculations. Performed purchase accounting for the acquisition of other companies and incremental investments in existing holdings. Managed accounting functions for start-up software sales operations. Hired staff, setup general ledger on SAP and Micro-Control and implemented management reports. Worked directly with McKesson senior executives to assimilate FoxMeyer into McKesson by making strategic decisions regarding system conversions and reduction of overlapping facilities.
Aug 1988 - Nov 1993
Planned, supervised and executed audits of public and private companies in the Oil & Gas, Retail, Financial Services, and Manufacturing industries. Supervised three year audit and comfort letter of Dual Drilling Company to produce a successful S-1, Initial Public Offering in world class speed. Second lead senior on firm's largest client, Exxon, for two years. Received 13 weeks of extensive information technology audit training as a result of being tapped out as one of the firm's top performers. Reviewed general controls and applications for Fortune 500 clients including Radio Shack, Pier 1 Imports, Dresser Industries, EDS and NationsBank.
1985 - 1988
Zeta Mu Chapter President of Beta Alpha Psi
Dean's Student Advisory Board Member
1979 - 1983
Magna cum laude
Phi Delta Lambda
President Pro Temp - Student Government