I am a CPA with extensive experience in finance, operations, consulting and public accounting. In addition, I have had P&L responsibility for various operating divisions. My background includes the development and implementation of financial and operational plans that consistently improved profitability and operational efficiencies. I have had daily involvement with sales, operations, IT and human resources. My direct reports have been to the President/CEO. My experience also includes mergers & acquisitions, cash management, start-ups & turnarounds, audit & banking relationship management, risk & benefits administration and experience interfacing across multiple organizations.
The following is a list of some of my qualifications.
Responsibilities - My Qualifications
Strategic planning - Created financial plans and analyzed strategic direction resulting in acquisition of Internet subsidiary which increased sales and improved profitability.
Budgeting & forecasting - Formulated budgets and financial plans increasing margins by 12%, conceived production processing changes and formulated shift changes reducing cost by over $750,000.
Financial analysis - Designed a system that helped identify unprofitable business allowing for new business at higher margins which guided company through 25% annual growth over a 5 year period.
External financial reporting - Day-to-day and monthly closing / reporting responsibility for two divisions of a multi unit holding company handling all aspects of monthly analysis and upward reporting.
Internal financial reporting - Analyzed various PC based accounting software packages and implemented new system which reduced staffing and increased productivity of department. Also the month-end closing process was reduced from 25 days to 4.
Mergers & acquisitions - Identified acquisition opportunity, planned and directed due diligence, negotiated purchase and arranged financing resulting in purchase of business at 80% of value with financing at 100%.
Attached is a resume, which lists additional accomplishments that may be of interest to you. I can be reached at 630-569-5664. I look forward to meeting with you to explore the use of my talents to support the growth of your company.