SUMMARY:

• Highly successful Accounting, Compliance, Sales & Operations Executive with extensive experience with extensive experience in internal controls / financial operations / planning / process transformation / sales management and financial analysis.
• Thrives on change.
• Consistently exceeds an objective.
• Sales B2B Cash & Expense Management
• Sales Forecasts & Management Process Transformation
• Business Process Improvement Internal Controls, Compliance

EXPERIENCE:

Confidential

Sr. Process Transformation Project Mgr / Sarbanes Oxley Consultant / Internal Controls Mgr

Responsibilities:

• Provides day - to-day project management oversight of Internal Controls System.
• Develops high level control design requirements.
• Leads the design, documentation, review and testing of the corporate Internal Control process.
• Identify and recommend improvements to processes to drive efficiency.

Confidential, Reston, VA

Director, Compliance and Internal Controls

Responsibilities:

• Planned, directed and managed the day-to-day compliance and internal control functions for the corporation and its subsidiaries.
• Managed and participated in the planning and execution of all internal and external audits (financial / compliance / internal controls). Established and implemented effective programs to prevent illegal, unethical or improper conduct. Responsible for identifying, assessing and correcting areas of compliance and financial risk for the corporation in an effective manner.
• Developed the strategic internal controls quarterly, annual and five year plan
• Responsible for identifying, assessing and correcting areas of compliance and financial risk for the corporation in an effective manner. Communicated and worked with the Board of Directors, officers and staff.
• Created ITAR filings for exports and ensured export licenses, agreements, logs and other export records were maintained and organized in accordance with US export/import regulations. Was the Empowered Official.
• Educated staff on the Code of Conduct, Compliance and applicable compliance laws
• Documented processes and recommended new controls to improve efficiency
• Performed internal control walkthroughs and evaluate process level testing
• Established a formal CPNI policy and ensures continued compliance through audits

Confidential

Senior Lead SOX Consultant / Project Manager

Responsibilities:

• Professional Consultant involved in Sarbanes Oxley project work including process, testing and recommendations for IT clients.
• Responsibilities include doing full detailed SOX process reviews and audits with the process owners as well as testing key controls and suggesting remediation, if necessary.
• Process audits / reviews which encompassed reviewing / updating / and or creating the process narratives, flow charts (in Visio) and control matrix's and the testing of all key controls.
• Analyzed current processes and practices and updated and developed standard operating procedures which enhanced and improved the organization.

Confidential, Basking Ridge, NJ

Regional Sales Controller

Responsibilities:

• Responsible for revenue and financial planning, monthly book close, P&L reporting, sales reporting and results analysis of $ 1.950 B revenue for Area Vice President Teams.
• Led annual target setting and budget preparation - interfacing with management to create revenue, cost, and expense budgets Confidential the Total Corporation / Departmental / cost center levels.
• Defined KPI’s and developed/produced month key performance analysis reporting.
• Reviewed and approved revenue recognition on each order greater than $250K.
• Provided leadership and was the subject matter expert for software revenue recognition.
• Provided financial advice and counsel to Regional Vice President.
• Developed expense reduction programs.
• Assessed business cases and made both strategic and tactical recommendations.
• Managed twelve remote financial managers and eight compensation managers.
• Led Re-Engineering Customer Profitability Team:
• Refined profitability statements for largest multi-national customers.
• Delivered system requirements for SAP - generated statements.

Confidential

Interim Director/General Manager

Responsibilities:

• Profit & Loss responsibilities for $ 300 M revenue.
• Managed 85 - person organization: sales, sales support, design, professional services, HR, finance, marketing, promotion / events, and contract / legal.
• Maintained expense levels while growing revenue and exceeding budgeted plan by 5%.

Senior Finance Manager

Confidential

Responsibilities:

• Directed overall financial planning, reporting, and results analysis of $ 100 M expense budget and $ 7.5+ B billable Accounts Receivable.
• Provided investment advice and counsel to National Customer Care VP. Responsible for setting financial targets.
• Developed and implemented strategies to achieve goals.
• Managed five financial managers. Managed consolidation of five corporate business plans, critical business planning assumptions, strategic and operational financial plans.

Sales Manager

Confidential

Responsibilities:

• Supervised eighteen person staff in three separate office locations.
• Implemented Confidential team to penetrate 80+-station market: Generated $ 5M new revenue and reduced expenses $ 3 M.
• Used third party vendor to sell Confidential & Confidential post warranty maintenance to non-maintenance customers: Saved 21% over in-house.
• Reduced real estate costs over 22% annually: became leader in this category.
• Reduced DSO by 6.4%; increased sales leads 14% with 24% close ratio.