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Financial Reporting Manager/head Of Financial Reporting Resume

2.00/5 (Submit Your Rating)

Greater Los Angeles, CA

SUMMARY:

Financial Executive (CPA) with recent IPO, public company CFO and international experience. Background includes SEC reporting, raising capital, restructuring, mergers/integration, cross - border transactions and doing business in emerging markets. Trusted and collaborative business partner to highly-accomplished and entrepreneurial CEOs. Fluent in English and Spanish.

PROFESSIONAL EXPERIENCE:

Confidential, Greater Los Angeles, CA

Financial Reporting Manager/Head of Financial Reporting

Responsibilities:

  • Key member of deal team that took the company public in a $180 million IPO on Confidential Global Select.
  • Direct responsibility for the timely preparation and filing of the prospectus and S-1 registration statement with the Securities and Exchange Commission.
  • Prepared offering memorandum for a successful $400M Rule 144A placement of debt securities in collaboration with outside counsel.
  • Preparing SEC Forms 10-Q, 10-K and leading technical accounting function. Preparing financials using Oracle/Hyperion/Wdesk.

Confidential, St. Petersburg, FL and Santa Barbara, CA

Founder and Principal Consultant

Responsibilities:

  • Providing bookkeeping in Quickbooks, tax compliance, management consulting to clients in retail, fashion, publishing, fitness products, contracting and hotels.

Confidential

Acting Vice President Finance and Chief Financial Officer

Responsibilities:

  • Appointed during a liquidity crisis and reporting to the Executive Chairman of the Board, led restructuring efforts, SEC reporting, investor relations, capital markets, treasury, risk management, tax and accounting for a complex global enterprise.
  • Working with the Vice Chair of a large Canadian investment bank on an issuer bid to convert $70M debentures to equity.
  • Raised $5 million in new money first lien debt to enable a restructuring.
  • Key member of deal team that negotiated a $150M joint venture transaction with Confidential .
  • Facilitated Ecuador government approval for transaction including in a private meeting with President Rafael Correa.
  • Structured and delivered term sheets for oil field acquisitions to an entity affiliated with the Royal Family of Qatar.

Confidential

Division Controller

Responsibilities:

  • Relocated from California to South America at the Company’s request for a three year term.
  • Based in Quito with travel to Bogota, Colombia to establish Ivanhoe Colombia and Calgary, Canada for ERP implementation.
  • Responsible for international tax planning, statutory reporting, SOX compliance and audit supervision for 10 subsidiaries in Barbados, Canada, Colombia, Ecuador, Mexico and Singapore.
  • SEC 10-Q/10-K/8-K review.
  • Board member with PetroEcuador, the Ecuador National Oil Company, on appraisal of a 400 square mile heavy oil asset in Amazon basin. Promoted by the Board of Directors to CFO of the Global Company.

Confidential, Santa Barbara

Director of External Reporting

Responsibilities:

  • Responsible for group financial reporting on London Stock Exchange in Confidential then IFRS, for 5th largest company on AIM ($2 billion market cap).
  • Led conversion to IFRS. Chief liaison with Big 4 British and US auditors on dual audits.
  • Involved in secondary offerings and private placements of $335 million.
  • Prepared Company for U.S. IPO

Confidential, Santa Barbara, CA

Associate

Responsibilities:

  • Audited clients up to $200+ million in size.
  • Prepared corporate and partnership tax returns.
  • Signed up Fess Parker as a client to deliver management advisory services.

Confidential, Santa Barbara, CA

Director of Finance

Responsibilities:

  • Preparation of monthly financial statements under Confidential for a consolidated sub of this large, public company.
  • Presented financials to former actor, Fess Parker and the President of Hilton in monthly owner meetings.

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