SUMMARY:

• Establish and upgrade financial technology applications with extensive hands on experience in Ecommerce integrations, financial/operational/inventory implementations of SAP BPC, SAGE, Oracle, SAP, Net Suite, Yardi, and Great Plains Dynamics for Service, Social Media, Manufacturing, REIT.
• Mergers and Acquisitions Sourced, valued, negotiated, and integrated nine purchased companies in the security, transportation and logistics industries.
• Process Improvement Success including development of Shared Service Center of five logistics consolidated companies.
• Implementation of 6 Sigma and elimination of staff clerical functions through automation.
• Cost Savings Track Record of logistics freight procurement, self - insurance, credit card merchant discounts, tax credits, procurement and improved cash flow through customer billing initiatives.

WORK EXPERIENCE:

Confidential

Furniture Manufacturer and Distributor

Responsibilities:

• Developed Sage inventory advisor to reduce inventory overages by 23% from China vendors
• Implemented Sage 100 upgrade and created CRM reporting for customer and sales rep. analysis
• Reduced close by 18 days through payable and receivable data import processes
• Managed certified audits and bank reviews

Confidential

Responsibilities:

• Interim Global Controller prepared year end IFRS consolidated financial statements.
• Established FAS 142 Goodwill valuations for company newly purchased by PE firm.
• Designed INFOR IFRS reporting system from scratch including automation of consolidations.

Confidential

Responsibilities:

• Implemented Net Suite software including integration with BI database.
• Designed and installed Revenue Recognition GAAP software for bundled products, refunds, and charge backs

Confidential

Responsibilities:

• Designed and implemented revenue recognition system
• Prepared and analyzed SEC 10Q reporting package.
• Utilized SAP BPC software for revenue recognition and consolidation
• Enhanced Revenue Recognition process for digital releases and SOX compliance.

Confidential

Controller

Responsibilities:

• Developed valuation and financing buyout offers with Platinum Equity.
• Fully implemented Great Plains project cost module, eliminating staff by importing 50% of vendor invoices.
• Increased vehicle sale gains by $4m annually by changing life cycles from 48-24 months.
• Improved profitability by $5m through capitalization of vehicle leases (FAS 13).
• Eliminated 14 days of bank reconciliation through implementation of Trintech software.
• Designed and managed real estate construction development budgets and cost controls.
• Developed tax strategies and transfer pricing structures for foreign investors in China.
• Performed net realizable value, liquidation, and quarterly return calculations.

Confidential

Responsibilities:

• Acquisitions were selected, valued, and integrated for three warehouse, customs and freight brokerage companies with revenues totaling $120m.
• Responsible for 85 accounting staff and 62 operating offices experiencing organic and acquisition revenue growth from $300m to $900m.
• Designed and implemented a Shared Service Center for accounting, credit, collections, payables and treasury reducing staff by 35 and eliminating redundant functions at the various operations.
• Merged transportation, warehouse, and customs JDE Enterprise One systems by consolidating financial, procurement, and sales order modules.
• Business process reengineering was performed as procure to pay, order to cash, collections management and A/P approval routing were restructured.
• Designed consolidated profit loss reporting by customer, service type and location.
• Increased cash by 7 days by automating freight documentation with customer invoicing.
• Reduced financial close from 27 to 3 days (auditable) through creation of daily performance staff metrics and implementation of Trintech reconciliation software.
• Developed SOX process documentation and ongoing compliance for all enterprise functions.
• Developed comprehensive IFRS project for compliance with Japanese GAAP including leasing, revenue recognition, insurance services and FMV asset valuations of equipment and ships.

Confidential

Vice President Finance

Responsibilities:

• Responsible for 20 staff in General Ledger, Accounts Payable, Accounts Receivable, Property Tax, and Cash Management.
• Implemented the financial, distribution, inventory modules of Yardi, JDEdwards Enterprise One.
• Co-designed remote Accounts Payable (WebRAP) with 5 approval levels.
• Designed purchasing demand requirements for merchandise replenishment.
• Streamlined financial cost allocation programs for the locations.
• Automated credit card reconciliation by implementing Trintech Reconnet software.
• Selected, valued, acquired and integrated 6 security hardware companies with revenues of $50m.
• Responsible for SEC reporting; 10K, 10Q, quarterly press releases, and analyst reviews.
• Implemented Peoplesoft/Hyperion in 14 international offices and designed consolidated reporting.
• Created 1st ever budgeting and metrics analysis and developed business planning with each region.
• Designed valuation and performed due diligence work for $1B purchase by Securitas.
• Responsible for detailed implementation of Financial, Automated Purchase Order, Inventory, Sales, Procure to Pay and Collection to Cash modules. were implemented at web based advertising and car rental companies including the financial procure to pay, project, and collection modules. Eliminated Accounts Payable staff by integrating 50% of vendor invoices. Developed stand alone and Fx report writing using SQL queries. Developed Great Plains project module to stratify advertising buys for compliance of revenue recognition rules. Implemented Job Cost project management module for Confidential for four new construction locations.
• Converted MAS90 to MAS200 at an air conditioning manufacturer. Developed job cost reporting through Crystal report writer.
• Oracle PeopleSoft: project manager for worldwide implementation of financial, human resource modules as well as Hyperion internal and SEC consolidation and reporting at a $1B security company. Developed budget to actual variance reporting through the use of Crystal report writer.
• Performed complete Yardi implementation for Construction subsidiary of Confidential worldwide.
• Performed data migration and implemented NetSuite for $100m social media internet company.
• Developed cash flow and case management reporting for 40 attorney law firm.
• Responsible for multi entity consolidations, foreign currency translation, and financial statement and board presentations. Reduced financial month end close from 27 to 3 days through integration of vendor invoices and operating system data as well as daily process routine for all accounting staff. Eliminated intercompany account reconciliations using JDE account reconcilement functions eliminating 5 days of labor in accounting department.
• Developed software and accounting processes to ensure GAAP and IFRS reporting would meet 3 day month end audit close requirements.
• Extension experience in ensuring compliance with tax contingencies (Fin 48), revenue recognition for software contracts (SAB 101, SOP 97-2), lease accounting (FAS 13), goodwill valuation (FAS 142) transfer pricing, stock compensation (FAS 123R, ASC 718).
• Sourced, valued, negotiated and developed post-merger accounting integrations for nine acquisitions of security, transportation companies. Prepared all valuation and due diligence for $1B merger with Swedish security company Securitas. Performed due diligence audits for all acquisitions.
• Created, designed and implemented an international forecasting and variance analysis system from scratch for a $1B security company. Created branch templates for importing into ERP system to allow automated reporting
• Designed ROI and EVA capital expenditure processes across warehouse, customs, and transportation divisions of logistics company.
• Created lease analytics to determine optimal CAM and termination valuations for 4 million square feet of leased warehouse space and over $20 million of leased equipment. Negotiated all lease agreements.
• Valued, acquired (stock and assets), and integrated nine companies in logistics and security industries
• Performed roadshow and obtained $17 million, Series B equity financing from VC’s for internet startup.
• Internal Controls and Process Engineering
• Project Manager for JSOX (Japanese SOX very similar to US Sox) compliance for logistic company including identification of all key processes, risks, mitigating controls. Responsible for detail project plans and remediation of risks on an ongoing basis throughout the company.
• Accounting and Operating Policies and Procedures were developed for five divisions using Six Sigma (green belt) and ISO 9001 methodologies and documentation.
• Developed a Shared Service Center: Consolidated five company accounting, treasury, payroll, collection, and budget departments into one shared service center. Created one reporting entity displaying customer centric analysis by division. Developed automated system workflow processes.