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Work experience

Asst Controller

Dele's, Inc
2003Present

President and CFO

Kids at Play Photography
2008Present

Interim CFO/COO

Stealth Hospitality Startup

FAS123R, Quickbooks to ERP conversion, deal management, GL and audit management, control setup, Treasury setup, AR collections, Investor communication and Board prep, operational policy definition. Round A plus operational development

20062008

Vice President Finance

Hitachi Data Systems
  • Business Mgmt Framework Revamp: metrics, scorecards, planning, alignment
  • HC mgmt process revamp and education (cost per HC and workforce plan)
  • 3rd party tiered support
  • Revamp Professional Services operational strategy and rev rec policies
  • Latin America return to profitability in 5 months after 6 years of unprofitability
  • AR and Collections operational reset
  • Risk Management
  • People development programs
  • SOX compliance, VSOE, $B Deal management
  • Info Mgmt
  • Finance reorg to increase scalability and reduce volume risk
2005

Global Sr Director - Global Finance, IT, Operations, & Strategy - WW Consumer

Hewlett-Packard Co
  • Best Practice Sarbanes Oxley 404
  • Best in class Information Mgmt Solution
  • Executive Business Sponsor for HP Global Business Intelligence
  • 40% reduction in HC and increase 2x in activities
  • Consumer Go To Market services revamp (channel incentives, information sharing, reporting, planning, and alignment)
  • Total warranty, quality, field, financial, and customer experience ops for Consumer PCs and all Imaging and Printing
2004

Global Sr Director - Finance, Admin, IT - Imaging and Printing Operations

  • Hosted HP-wide, Partner Fund management of several $B
  • Compaq integration office for consumer operations
  • 45% CAGR on low end consumer services model via revamped partner funding and low cost delivery and infrastructure
2002

Global Controller - WW Consumer Relationship Mgmt

  • All Consumer touchpoints
  • Supply chain management linked to customer experience processes and touch points
  • E-business models: bounty, ad sharing, fees with 3rd party web properties (AOL and Yahoo)
  • Creation and funding of $85M VC fund with operational framework. Reduction via consolidation, leverage, and elimination
  • Finance and operations oversight on consumer web properties and e-commerce
  • Shifted cost envelope of customer support to customer intimacy and trade up programs
  • Low cost delivery of call centers via outsourcing and optimization with 40% reduction on cost per call
  • Low cost repair optimization and strategy implementation with $80M annual savings, on-going
  • Joint venture e-commerce with Softbank in one month
  • 45 pt margin increase in Consumer Services within 12 months
  • Integrated in-bound channel logistics with strateges that reduced spend rate at $35M annually
  • Integrated warranty accruals for 12 PLs resulting in 80M one time reduction, increased accuracy, reduced variability, linked to Cost to Serve, audit ready
1999

NA Controller - Consumer Products Bus Org

  • Implementation of first Consumer Sales Force, finance, accounting, and sales administration
  • Investment and $20M fund raising for first e-commerce implementation, CRM infrastructure
  • Distribution hub redesign with retail accounts
  • Channel Marketing envelope optimization (>20% spend leverage increase)
  • Account team support to optimize soft funds, logistics, and partner profitability
  • 35% CAGR on multi-billion$ portfolio. Scalable infrastructure.
  • HP Cost to Serve Sponsor (customer and partner P&Ls and cost per metrics)
1998

Global Controller - Inkjet and Printing Marketing

  • Field and Group Marketing revamp to enable more efficient Marketing Cost Envelope planning, control, spending, returns, and accountability on channel programs. 0.6B$ optimization envelope.
  • 25% to 45% growth rates on Multi-billion$ run rate. Corrresponding margin growth.
1996

Global Finance & Admin Mgr - Global Services & Support

  • Global Financial Planning and Reporting - Services
  • Group business support: Real Estate, Field Ops, IT, R&D, Marketing, Order Mgmt, Finance, Info Mgmt
  • Corporate FP&A liaison for systems, policies, and process reengineering
1995

Marketing & Business Consultant - Global Services & Support

  • Segmented Sales model and Marketing strategies
  • Creation of first Services Sales Force
  • R&D support
  • Operations and Logistics
19921994

Business Consultant - Global Services & Support

  • 3 Year Business Strategy for Global Services & HP
  • First ever customer and channel segmentation roadmap
  • Operations segmentation and implementation plan
  • Marketing & Sales: Global Accounts, Contract penetration, channel partner mgmt, pricing, customer reporting
  • Finance & Operations: information mgmt, IT rationalization, reporting streamlining, facilities, R&D support
19891992

Lead Financial Analyst- Enterprise Financial Reporting

  • Lead for Global Planning & Reporting
  • Board of Director, Treasury, and Investor Relations prep
  • Global reporting system implementation owner
19841989

CEO

KMM, Inc, dba ProBytes
  • PC Integrator & Reseller
  • Customized PC manufacturing build & support
  • Small business consulting (Strategy, Financing, Marketing, Operations, Systems, Accounting, Cash Flow mgmt)
19871988

Tax and Consulting

1986

Tax Specialist

Coopers & Lybrand
19831984

Staff Auditor

Clay & Co, CPAs

Education

Six Sigma

Villanova

BBA

University of Texas at Austin
1989

MBA

University of Texas at Austin

References

PK Upadhyaya

  • CTO hpshopping.com
  • CIO Consumer Operations

Genaro Torres

  • HP Director, Retail Merchandising and In-store Sales

Lane Nonnenberg

  • HP VP Global Serveces & Support Mktg

Matthew Glaser

  • Sr Director Sales Finance HDS

Eric Gonzales

  • Bus Analyst HP
  • Doll Capital Partner

Uli Holdenried

  • Group Controller (SVP level), WW Services and Support

Mark Ruiz

  • Director, HP Consumer
  • Subordinate

Summary

Multi-functional, executive background covering finance, accounting, operations, Information mgmt, marketing, sales ops, strategy, and consulting. Ability to create effective strategies, drive implementation, and create an environment of continuous optimization of top and bottomline. 

Highest marks in creating highly motivated, diverse skilled teams in fast paced environments. Ability to work in large companies but thrives in smaller, faster environments. Direct reports from 3 to 15 and overall org resource management of 8 to 151. Business oversight managed from $400K to $5B.

Interest

  • Photography
  • Snowboarding
  • High-End PC building & Media Servers
  • Team Sports! Soccer, Baseball, Football, Basketball.. okay, all sports!
  • Antique car rebuilding
  • Green for our kids
  • Mentoring

Career Objectives

Senior Financial and Operational Executive including VP, COO, and CFO

Experience Summary

  • Executive Mgmt Framework, Analytics, & Facilitation
  • Professional Services
  • Accounting, GAAP, Accounting System Setup, and GL Administration, CPA
  • Enterprise & External Financial Reporting
  • Strategy Development and Implementation
  • E-Business bounty and subscription models
  • E-commerce finance and acct operations
  • Buy Side M&A; Merger integration
  • Business Planning & Budgeting
  • Turnaround & Cost Reduction Specialist
  • SOX 404 compliance
  • Audit Management
  • Contracts and Negotiations
  • Information Management, Web Analytics
  • Multi-Element, Software/Services Revenue Recognition, VSOE
  • HR process and headcount portfolio mgmt
  • Compensation, Structure, and Accountability
  • Org Structure Design
  • Sales Force creation including compensation plan and mgmt
  • Risk Management
  • Deal Management
  • Cost to Serve Expert
  • Warranty specialist
  • Marketing & channel fund optimization
  • Global, retail, and industry Sales team support
  • Business Case Development and Fund Raising
  • External Analyst & Board/EC prep
  • Lower Cost Outsourcing, India
  • Taxation
  • Supply Chain Strategy & Optimization, Cost Accounting
  • Operations Process Management & Optimization
  • CRM 1:1 strategy
  • PC manufacturing and support
  • Multi-discipline Consulting
  • Six Sigma
  • Global oversight, remote mgmt
  • Investment Fund Mgmt
  • AR and Credit, cashflow
  • Payroll, Facilities

My Myers-Briggs

Groups

  • CFO Executive Network
  • Bus Intelligence and Network Group
  • HP Alumni
  • HPShopping.com Group
  • Oneko Internet Entrepreneurs
  • Forbes SF
  • LinkSV
  • Execunet
  • LinkedIn
  • Plaxo