Senior Business Analyst

Highly accomplished Senior Business Analyst with more than 20 years experience in creating Executive Reporting Systems with tools such as MS Access, MS SQL Server, Business Objects and Cognos.

PROFESSIONAL EXPERIENCE

Vegetable Wholesaler Distributor, City of Industry California . April 2008 - Present
Wholesaler of fresh vegetables to major food retailers such as Costco, Costco Canada, Sam’s and Kroger.

Senior Business Analyst
Hired to fix a poor performing Ross ERP system, and to build much needed management reporting and planning systems.
Major Achievements:

• Unraveled ERP job cost problems which were understating cost of goods by over $100,000 per month.
• Created daily analysis reports for Customer Service, Production, Purchasing and Accounting.
• Created FRX financial statements.
• Created an Executive Information system to provide needed Weekly Management Reports
• Created an Executive Data Mart for storage of historical reporting data.
• Design and created a Demand Forecasting /Supply Planning System.

Confidential, Newport Beach, California . June 2003 - March 2008
Boutique consulting firm specializes in system improvement services for companies in the direct selling industry. Annual revenues of $15 Million.

Vice President and Senior Consultant
Provided IT Department leadership and Business Analysis for IT Projects including ERP selections, e-Commerce system selections and implementations, and the design and implementation of data warehouse and business intelligence applications. Serve as CIO for client companies that lack IT leadership. Manage 10 direct reports, including consultants and vendors.

Major Achievements:

Enhanced technical and business performance and operational effectiveness for 3 client companies with large projects and no IT leadership by serving as interim CIO for the duration of the project. Companies included:

• Neways International (a $600 million e-Commerce company) - Large-scale global project to design and integrate e-Commerce System with seven legacy systems located around the world used by 500,000 independent sales reps. Project included a Content Management driven Web solution that offered local web sites in 15 languages.
• Arbonne International (an $800 million e-Commerce company) - Designed new solutions and replaced legacy systems with modern e-Commerce and ERP system. New ERP system enabled the company to handle high transaction volumes/growth as company grew from $125 Million to over $400 Million in revenue. New System allowed owners to sell company for $200 million.
• Warehouse Entertainment (a $300 million retailer) - Guided failed company through bankruptcy process as CIO, through collaborations with client management, to keep the IT staff working and the systems functioning while company was being sold. Enabled successful sale and IT Department and systems transitioned to new owner, Trans World Entertainment.

Confidential, Torrance, California . 1999-2002
Designer/importer of light- and sound-producing promotional products serving major companies such as Hallmark through direct sales, distributors, and ad agencies with 50 phone salespeople. Annual revenue of $50 Million.

CIO/Director of IT
Orchestrated expert strategic leadership and skillful alignment of development, implementation, and support of IT systems, solutions, and infrastructure. Served multiple roles as Department Head/CIO, Business Analyst, Application Architect and Developer in 4-person IT department. Developed goals/strategy for major IT systems/solutions in use by company, including CRM, order entry/order management system, and an ERP system.

Major Achievements:

• Improved operational capabilities/system performance through seamless integration of custom CRM and ERP systems developed for medium-sized marketing and manufacturing firm with legacy Mas90 Accounting System. Developed HTML and ASP web sites, and managed 9 Novell and Windows servers for 100 users.
• Optimized achievement of technical and business solutions over a 3-year period through skilled change management and adept execution successfully combining 12 separate ACT! databases into a single centralized database, utilizing MS SQL Server as database, and MS Access as user interface, expanding CRM to handle external data, and developing EDI for data exchange with China and large clients.
• Fueled considerable growth in annual revenue from $18 Million to $50 Million in only 3 years, a result of implementation of new IT systems.

Confidential, Gardena, California . 1995-1999
Growing office furniture manufacturer reached sales of $12 Million.

CIO/CFO
Delivered exceptional leadership and spearheaded initiatives to prepare company for rapid growth and subsequent sale. Performed expert turnaround, developing new financial and operational infrastructure, including a system to improve order taking and enable efficient construction of product ordered, created in MS Access. Increased effective use of all technology organization-wide by implementing ERP system and providing IT guidance/support.

• Elevated technical and business performance to meet organizational goals and reduce risk by rebuilding financial and operational infrastructure to accommodate company growth in revenue from $6 Million to $12 Million (equivalent to 25% annual growth), and to prepare company for sale.
• Demonstrated exceptional leadership and technical and business skills by doubling size of company, obtaining A/R financing from a new bank, improving operating margins, reducing labor costs from 16% to 8% of sales, leading the company through IRS and bank audits, and marketing the company to find buyers.
• Played a key role in successful sale of company by implementing infrastructure improvements and formulating an offering book with financials and projections. Identified buyer and closed sale at desired price of $8 Million.

ADDITIONAL PROFESSIONAL HISTORY

Confidential, Los Angeles, California . 1990-1995
Principal and Director of Acquisition Analysis

• Directed financial and data systems analyses, performed due diligence, and wrote business plans for more than 200 acquisition candidates at venture capital firm using MS Excel, Q&A, Dbase and MS Access.

Confidential, Torrance, California . 1982-1990 ($300 million retailer of Electronics - 180 locations)
Vice President of MIS

• Managed applications including real-time inventory control, purchasing/merchandising and point of sales.

TECHNICAL SKILLS

MS Access, MS Visual Basic, MS SQL Server, MS SQL Server Analytic Services, MS SQL Server Reporting Services, MS SQL Server Integration Services, Cognos, Crystal Reports, Business Objects, Paradox, FOCUS, CRM and ERP Systems, Mas90 Accounting System, Windows, Intel Based Servers, IBM AS/400

EDUCATION

• Master of Business Administration
• Bachelor of Arts in Economics