SUMMARY:

• Expert in areas of GAAP, financial planning and analysis, technical accounting, cost accounting, strategic finance, program management, and supply chain management. Accomplished leader influencing the performance of start - up, mid-level, and multimillion-dollar organizations, operations, and ventures through strategic orchestration of diverse fiscal platforms and businesses models. Adjunct Accounting instructor
• Possess successful entrepreneurial background encompassing the overall start-up and enhancement of business, operations, mergers and acquisitions, product divestitures, and revenue generating entities
• Past contributor to major organizations in computer hardware and software, semiconductors, pharmaceuticals, electronic distribution, medical devices, wearable technology, semiconductor test equipment, education, data storage, and networking
• System experience with Oracle 11i and R12, JD Edwards, Microsoft Dynamics 365, Business Objects, Live Link, Essbase, Excel, Word, MFG Pro, QuickBooks, Star Office, Visio, JDE ERP8, Hyperion, Clarity, Cognos, Oracle Discoverer, SmartView, and Mass 500
• Financial Operations, Business Development, Mentoring, Business and System Structuring, Management Accounting, Financial Planning and Analysis, Mergers and Acquisitions, Strategic Planning, Business Analysis and Valuation, Sales Compensation, Supply Chain Management, GAAP expertise, and Sarbanes-Oxley compliancy

PROFESSIONAL EXPERIENCE:

Senior Finance Director / Corporate Controller - Consultant

Confidential

Responsibilities:

• Developing process documents, and evidence of review information systems
• Manager daily accounting and finance responsibilities, banking, and cash management
• Developed a project accounting system
• Selected and implemented Dynamics 365 ERP system and HSA Plan
• Developed financial budgeting and forecasting models (balance sheet, income statement, statement of cash flow)
• Implementation of a 401K program

Confidential

Responsibilities:

• Developing both project and capital asset tracking systems, linking data from SAP/JDE/QAD to a data warehouse

Confidential

Responsibilities:

• Supporting the Chromecast, Chromecast Audio, Pixel, Pixel C, Chromebook, and Android Wear product lines
• Developing process documents for inventory, variance analysis, accruals, and deferred variances
• Developed reconciliation models incorporating roll-forward processes
• Creating both an E&O reserve model and a warranty reserve model for the hardware products group.
• Utilizing Oracle 11i and supporting the Oracle R12 implementation team for standard costing, procure to pay, and
• Inventory transactions

Confidential, San Jose, CA

Operations Controller, Finance Director

Responsibilities:

• Responsibility for global cost accounting and manufacturing ( wafer fab, assembly, and test) financial planning and analysis both internal and contract manufacturing.
• Implemented global processes for excess and obsolete inventory reserves, lower of cost or market inventory reserves, adverse purchase commitments with suppliers, and deferred and amortized manufacturing variances.
• Implemented capital asset review and approval process, using discounted cash flows, cash payback, and net present values.
• Managed the integration of the acquisition of a product line from another company
• Developed key controls and SOX compliancy documentation
• Implemented a deferral and amortization process for manufacturing variances, based upon inventory turns

Confidential, Santa Cruz, CA

Director of Accounting

Responsibilities:

• Fiduciary responsibility for Manufacturing, Customer Service, and Global Supply Chain
• Managed a global staff of fourteen in the United States and Mexico
• Project Management for the Oracle R12 implementation of the inventory, purchasing, and standard cost modules
• Business partner with executive staff and operations
• Partnered with contract manufacturers on product cost reductions of 14% for the current fiscal year
• Responsible for the manufacturing accounting for both internal and contract manufacturing
• Project lead for the introduction of a new headset product, including product management, sales and marketing integration

Confidential, San Jose, CA

Finance Director, Operations Controller

Responsibilities:

• Fiduciary responsibility for Operations, Supply Chain, Strategic Sourcing, both Internal and External Manufacturing, and Customer Service
• Managed a staff of a cost accounting manager, one financial planning and analysis manager, and four senior cost/financial analysts in San Jose and Boston
• Responsible for the Oracle R12 implementation of the inventory, purchasing, and standard costs modules
• Financial responsibility for Operations, Supply Chain, Strategic Sourcing, both Internal and External Manufacturing, and Customer Service
• Developed metrics tools for planning and reporting of gross margin, variance analysis, spending, absorption, and inventory
• Installed a weekly metrics package for product-line reporting
• Partnered with contract manufacturers on product cost reductions of 5%, thru BOM analysis and VAM process reviews

Confidential, San Jose, CA

Finance Director, Operations Controller

Responsibilities:

• Directed the management and financial accounting for manufacturing, engineering, customer service, and research and development organizations
• Managed a staff of a cost accounting manager and two senior cost/financial analysts
• Responsible for the Oracle 11i implementation of the inventory, purchasing, and standard costs modules
• Implement process and controls for an S1 filing, including management control systems and Sarbanes-Oxley compliance
• Implemented a weekly reporting metrics package for executive management, which included gross margin analysis and inventory metrics
• Established inventory controls that resulted in improved cycle count accuracy from >17% to <2%
• Collaborated with contract manufacturers (CM’s) on product cost reductions of over 4% annually, thru volume purchase agreements and competing bids from other CM’s
• Project lead on the merger and acquisition integration of Force 10 to Dell

Confidential, Santa Clara, CA

Accounting, Finance, and Operations Consultant

Responsibilities:

• Business partnered with clients in various industries, including semiconductor test equipment, semiconductor manufacturing, medical device, internet hardware, and capital asset management
• Operations finance and accounting consultant specializing in cost and management accounting, financial planning and analysis, management control systems, supply chain processes, SOX compliancy, ERP implementation, and internal controls.
• Improved reporting systems, control processes, and accounting systems at Confidential
• Implemented both a standard cost and financial planning and analysis system at Confidential and Confidential
• Created process documents for Sarbanes-Oxley compliance at Confidential and Confidential
• Project lead (inventory and standard costing) in an Oracle 11i implementation at Confidential and Confidential
• Implemented improved reporting for the Capital Endowment program at Confidential

Confidential, San Jose, CA

Finance Director, Global Business Unit Controller

Responsibilities:

• Managed twenty-two people in the accounting, information systems, and human resource organizations
• Directed in merger and acquisition with AMS and the divestiture of several product lines
• Financial responsibility for Operations, R&D, Customer Service, Information Technology, Supply Chain Management, Quality Systems, and Manufacturing
• Implemented inventory controls that reduced the inventory write-offs from approximately $400K a quarter, to less than $10K for the year
• P&L and balance sheet responsibilities for the Global Laser Therapy Business Unit
• Developed a system for managing and reporting demonstration and evaluation units at customer sites
• Supported the merger and acquisition integration with AMS

Confidential, Santa Clara, CA

Accounting Manager

Responsibilities:

• Developed and implemented global cost accounting practices for standard costing, inventory control, purchase price variance forecasting, analysis, and reporting, and manufacturing variance analysis
• Supported the transformation from a direct labor based manufacturing process to a capital equipment process, including break-even analysis, NPV and discounted cash flows analytics, and revised standard cost modeling
• Managed one Sr. cost accountant
• Supported manufacturing, supply chain management and clinical operations
• Direct responsibility for the JDE ERP implementation for inventory, standard costing, and MRP processes

Confidential, Santa Clara, CA

Accounting Manager

Responsibilities:

• Implemented a deferral and amortization process for purchase price variances of $1.2 billion in annual procurement of Confidential memory components
• Developed accounting and inventory controls for a new business unit with market focus on remanufactured product, which represented $100 million in annual revenue in 2002
• Involved in the development of a dynamic bid process with Confidential component suppliers, resulting in cost reductions of 5% over a one-year period, representing $350 million in annual cost savings
• Eliminated quarterly physical inventories resulting in an annual savings of $1 million, and implemented a daily cycle count program improving inventory accuracy from 78.0% to 98.5%

Confidential, Santa Clara, CA

Financial Planning & Analysis Manager & Business Unit Controller

Responsibilities:

• Responsible for budgeting and forecasting for wafer fabrication, chip assembly, and final test
• Administered financial modeling, analysis, inventory valuation, and manufacturing capacity what-if analysis
• Developed a global manufacturing metrics reporting process utilized by executive management
• Supported the sales and marketing organizations in product profitability analysis for existing products and new product development for the Audio and Monitor business units
• Developed cost-volume-profit models for make-or-buy decision making for the Audio and Monitor business units

Confidential, Milpitas, CA

R&D and Business Unit Division(s) Controller

Responsibilities:

• Fiduciary responsibility for R&D wafer fab, and the MilAero assembly and test manufacturing organizations
• Activity-Based-Costing program project lead - resulted in a reduction of 8% in the overhead costs of the product with the transition from a paper generated process to an ERP solution for inventory transactions and work order completions
• Business partner with the United States Department of Defense on SF14 reporting requirements
• Developed a cycle of learning cost model for the research and development organization, which provided management with an understanding of the cost of developing a product and the capacity implications