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Resume #88124
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CONTACT INFORMATION:
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Skills
Strategic Planning
Financial Modeling
Manufacturing
Cost Accounting
Financial Statements
Internal Auditing
Financial Presentations
SOX
Fortune 500 Audit Supervision
Tax Compliance
SEC Compliance
Contract Administration
Mergers & Acquisitions
Systems Implementations
IT Management
Capital Formation
Internal Controls
Commodity Market Operations
Board Reporting
Human Resources Administration
Inter-Company
Treasury Management
Petroleum Accounting
International Experience
Background Summary
Accomplished financial manager in the areas of financial management; financial planning and analysis; treasury management; tax and government reporting; IT financial applications and administration in service, oil & gas, mining, banking and manufacturing environments. I have progressed through various financial positions from analyst through chief financial officer for a publicly traded energy company.
Education includes a B.S. in Accounting, a M.B.A. in Finance and a M.S. in Systems Management. Professional designations include a CPA, a CMA, and a CFM.
Personal attributes include demonstrated supervisory and management skills, creative team player with keen analytical ability and business sense, dedication to getting the job done and the ability to interface well with all levels of management.
Areas of major experience
Financial Management
Extensive experienced in leading and developing employees to deliver timely financial reporting, planning and analysis resulting in improved profitability. Counseled management on the development of operating plans, cost management, performance reports, profit improvement, and variance analysis. Reorganized accounting departments and increased efficiency. Designed and monitored internal control systems and procedures to assure compliance with company policies and procedures and other external requirements. Successful experience in Sarbanes compliance and SEC reporting. Re-engineered, documented and tested financial processes. Wrote financial commentaries for internal and external use. Prepared consolidated financial statements and pro forma's for multinational companies. Wrote and administered accounting policies and procedures in accordance with GAAP. Liaison with internal and external auditors, Board of Directors, investors, government regulators and the financial community. Established and maintained accounting and MIS systems. Hired, trained and developed staff with resulting increases in performance and productivity.
Financial Planning & Analysis
Manager of Financial Planning and Analysis for a company over $2 billion. Successfully provided financial evaluations for specific business proposals including acquisitions, mergers, increased investment and divestitures. Planned, negotiated, reviewed and made presentations to senior management showing progress and variances from plan. Developed, implemented, analyzed, maintained and presented strategic, business and financial plans emphasizing capital structure, budgeting and planning, sensitivity, risk/reward, breakeven and competitor analysis. Created financial modeling to evaluate pricing and develop costing models to aid in making recommendations. Developed and prepared pro forma financial reports and related management information reports. Negotiated, prepared and consolidated operating and overhead budgets for multiple domestic and foreign locations. Successfully analyzed mergers and acquisitions resulting in profits of millions of dollars when they were subsequently sold.
Treasury/Insurance Management
Responsible for domestic and international cash management; investment portfolio management; banking relations and activities; cash forecasting; management of corporate debt facilities; interest rate and FX hedging; financial derivative products; implementation of wire transfers; and foreign exchange management. Improved profitability by increased cash utilization and forecasting procedures. Increased return on investments while maintaining reasonable risk levels. Analyzed, negotiated and administered employee pension investments and benefits, general liability, property and insurance programs that resulted in improved benefits and reduced costs.
Tax and Government Reporting
Prepared and reviewed tax estimates, sales, payroll, corporate and partnership tax returns and consolidated tax returns. Tax research and planning. Liaison to government regulators, attorneys and outside CPA's. SEC reporting and preparation of numerous government reports and compliance reporting. Represented company before governmental agencies.
IT Financial Functions
Utilized personal and mainframe computer systems to set up financial planning, cost accounting and other management information systems. Managed computer operations to provide reliable information systems for multiple locations. Successfully implemented systems conversions. Proficient in developing spreadsheet and financial modeling programs on personal computers. Implemented and improved financial reporting systems that supported the timely preparation of financial statements and operational programs.
Administration
Managed human resources, facilities and contract administration. Managed in?house training programs for all finance staff and many operating staff, to keep them updated as to financial developments, tax and regulatory issues, and current management tools. Managed credit and collections departments for multiple subsidiaries and realized significant reduction in past due over 90 days and resulting write-offs. As the senior financial officer, I participated on the executive management team and had the opportunity to be involved in the decision making of all major operating issues of the company.
EDUCATION
Master of Science in Systems Management
University of Southern California
Master of Business Administration in Finance
Golden Gate University
Bachelor of Science in Business Administration
Weber State University
PROFESSIONAL DESIGNATIONS
Certified Public Accountant
Certified Management Accountant
Certified in Financial Management
EMPLOYMENT
Publicly traded Energy Company – October 2005 to present
Chief Financial Officer & Treasurer – All SEC reporting, SOX compliance, management of finance and IT departments
Self-employed Business Consultant ? January 2001 to October 2005
Business Consultant – Serving clients in energy, service, manufacturing and waste management – preparing business plans, due diligence, acquisitions, divestitures, strategic planning, systems implementations, tax compliance, interim controller, part-time CFO, establishing cost systems, Sarbanes compliance, re-engineering financial processes, capital formation, setting up and funding LLC's
Integrated Service Company ? January 1999 to December 2000
Chief Financial Officer
Watts Service & Manufacturing - May 1994 to December 1998
Corporate Controller (CFO)
First Interstate Bank ? December 1988 to May 1994
Internal Auditor, Sr. Accounting Manager
Litton Industries (Northrop Grumman) ? March 1986 to December 1988
Manager of Financial Planning, Budgeting & Analysis – for a $2 Billion defense contractor
Getty Oil / Texaco & Subsidiaries ? January 1975 to February 1986
Analyst/Accountant, Internal Auditor, Tax Accountant, Sr. Financial Analyst, Treasury Manager, Sr. Mergers and Acquisitions Analyst, Controller
EXCELLENT REFERENCES FURNISHED UPON REQUEST
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