Qualifications Summary

Financial, accounting, and general management executive with comprehensive experience in the development, planning, implementation, and execution of strategic, financial, and operational plans. Realizes and supports organizational objectives including improved bottom line performance using forecasting and budgeting models integrated with financial and quantitative metrics to collaboratively team with other stakeholders in the organization. Experienced in management of accounting, finance, tax, human resources, credit and IT functions.

Financial and Accounting Skill Set

• Budgeting & forecasting
• US GAAP / financial reporting / consolidations
• SOX 404 (internal controls over financial reporting)
• Mergers & acquisitions (purchase accounting, due diligence, quality of earnings, leveraged buyouts)
• ASC 606, including implementation (revenue recognition)
• Managerial reporting (departmental profit & loss statements, performance metrics, comparative financial reports, business trends)
• Internal & external audits / month and year-end closings
• Restructure companies to improve operational performance
• ERP implementations
• 10-Q and 10-K filings
• Work with companies to position them for sale
  • Conduct company readiness assessment including review of accounting policies, implement best practices, improve control environment and financial reporting to maximize business and shareholder value
• Shelf offerings / prospectuses / proxies / “bought” deals

Partial List of Applicable Work Experience

• Interim Controller for publicly traded biotechnology company
• Controller for publicly traded world-wide leader in the outsourcing, consulting and governance services industry
• CFO for distributer and wholesaler of capital equipment
• Business Development Manager for large division of Fortune 500 company
• Vice President Finance and Administration for manufacturing and field service enterprise

Professional Certifications and Education

• Interim Controller for publicly traded biotechnology company
• Controller for publicly traded worldwide leader in the outsourcing, consulting and governance services industry
• CFO for distributer and wholesaler of capital equipment
• Business Development Manager for large division of Fortune 500 company
• Vice President of Finance and Administration for manufacturing and field service enterprise