SUMMARY:

• A proven Financial leader with broad - based experience in all aspects of financial functions including budgeting, forecasting and strategic planning; background includes operational analysis and improvement as well as management of all accounting operations and a history of successful leadership of teams.

PROFESSIONAL EXPERIENCE:

Vice President, Finance

Confidential

Responsibilities:

• Direct and oversee accounting, budgeting, financial reporting and strategic planning processes.
• Directed all Human Resource and Administrative functions of the organization.
• Prepare monthly. quarterly and annual analysis of consolidated financial statement for submission/discussion with senior management, operational leaders and Board of Directors.

Director, Financial Planning & Analysis

Confidential

Responsibilities:

• Direct and oversee worldwide budgeting and strategic planning process; responsible for budget presentations to corporate CFO.
• Prepare monthly. quarterly and annual analysis of consolidated financial statement for submission/discussion with senior management.
• Work with operating units and senior management worldwide to develop and implement reporting to meet internal management needs.

Confidential

Executive Director, Financial Planning & Analysis

Responsibilities:

• Managed financial planning/analysis and accounting functions for division generating annual sales in excess of $25 million. As senior finance leadership team member participated in strategic planning initiatives including responsibility for annual three year budget planning, expense forecasting, and cash management/investment strategies. Accountability for financial statements, profit/cash flow analysis, pricing, and operational analysis in addition to general ledger, A/P, A/R, billing and external audit interface. Hired, trained and led a combined analytical/accounting staff of six.
• Report directly to President. Assigned to this newly formed division by Corporate CFO in 2009.
• Selected Contributions:
• Responsible for annual budgeting process from zero based budgeting to preparation/participation in Division Presidents presentation to corporate senior leadership (CFO/COO).
• Working closely with Division President prepared/presented monthly forecast package to corporate leaders including variance analysis and client/product/project level detailed financial information. Monthly forecasts included detailed variance analysis of financial results as well as key performance indicators and business metrics.
• Successfully managed implementation of PeopleSoft ERP system (1/10) migrating 4 business units from three separate accounting platforms to single unified system. Received individual bonus/recognition for these efforts.
• Designed/implemented reporting processes to capture employee utilization data at an individual level to provide monthly reporting identifying variances to planned utilization/billable hourly rate assumptions in budget. Designed simple ‘dashboard’ of metrics for senior leadership presentations monthly, identifying variances by department/operational group allowing for timely adjustments in operations positively impacting the bottom line.
• Liaison with the senior leadership of the division; created/implemented a series of 18 specific on demand reports designed to provide insight in to business operations/efficiencies supplying actionable data in a timely fashion significantly affecting bottom line results.
• Implemented changes in invoicing processes which has lowered unbilled revenues from $4.7M to $1.6M in less than six months, providing significant improvements in cash flow.
• Member of the corporate investment committee, a five member committee responsible for the oversight of $150M+ in employee funds including investment decisions as well as plan design/oversight.

Executive Director, Financial Planning & Analysis

Confidential, Boston, MA/Somerset, NJ

Responsibilities:

• Supervised a staff of 12; controllers, assistant controllers, accounting staff and financial analysts of division made up of twelve separate business operating units with locations throughout the continental US. Was responsible for all planning, pricing, forecasting, budgeting and management reporting processes including strategic analysis of potential offerings. Also responsible for all aspects of general ledger, A/P, A/R, billing, external audit interface.
• Reported directly to President. Assigned to this newly formed division by Corporate CFO in 2007.
• Selected Contributions:
• Created/designed consistent reporting of key revenue levers and operational metrics in order to drive improvements in business unit performance, and to identify strengths and weaknesses within operational areas.
• Selected by Corporate CFO as Chairman of Corporate Forecast Improvement Initiative responsible for enterprise wide effort to streamline financial forecasting processes and implement automation to improve timeliness of inputs for both forecasting and annual budgeting for this $1.2B public company.
• Member of M&A team created to perform due diligence for both financial and strategic business fit of potential acquisition candidates. Presented results of due diligence valuations to corporate senior leadership for discussion/action.

Divisional Controller

Confidential, Somerville, NJ

Responsibilities:

• Responsible for all aspects of accounting, financial reporting/analysis, business planning/forecasting processes and the design of performance metrics within this division made up of three separate business units: $110M in revenues.. Supervised accounting staff of three as well as external financial consultant and consulting CPA and controller of subunit of this division.
• Reported directly to President. Assigned to this newly formed division by Divisional CFO in 2005.
• Selected Contributions:
• Managed the financial and accounting integration of three separate entities, one a recently purchased $7M company, into a single division with smooth integration of both financial and business planning processes.
• Integral member of the strategic financial planning process at both divisional and corporate level.
• In cooperation with Vice President of Corporate Accounting established division wide revenue recognition policies to ensure adherence to SAB 104, EITF 00-21 and AICPA SOP 97-02 standards, addressing critical accounting issues in a timely fashion to successfully complete year end external audit.
• Oversaw the development of formal pricing model process integrated with Business Development team to ensure attainment of profitability targets in new business offerings.
• Received Leadership Recognition for outstanding performance, one of five such s among 7000+ employee.

Controller

Confidential, Somerville, NJ

Responsibilities:

• Responsible for all aspects of General Ledger Accounting, Accounts Payable, Accounts Receivable/Billing, Treasury functions, financial reporting/analysis and forecasting for this $25M business unit. Supervised accounting staff of 2.
• Selected Contributions:
• Implemented initial “bottoms up” forecasting process at this unit, and trained operations management to participate actively. Additionally, established monthly project level profitability reporting to ensure adherence to budget targets.
• Oversaw upgrade of financial reporting systems including complete monthly revenue/expense/profitability forecasting cycle for this business unit
• Successfully designed, documented and implemented complete Sarbanes compliant controls for the previously privately owned company. Successfully passed external audit of all controls with no significant deficiencies

Confidential, Sparta, NJ / San Francisco, CA

Principal/Owner

Responsibilities:

• As one of two founding partners had full accountability for all financial operations through a staff of three. Directed financial and tax reporting, tax filings, A/R, A/P, inventory control, cash management, and payroll processing for 73+ staff members, and all benefits and insurance administration. Developed and continually refined employee compensation plans, and participated in the development of all marketing and advertising pieces. Also, oversaw independent audits of the company’s financials. Grew initial single store business to 15 location chain in 4 years, sold business to partner in 2004 after 15 successful years.

Confidential, Milpitas, CA

BUSINESS MANAGER

Responsibilities:

• Served as the Business Manager for two distinct organizations, the $11.3 million, 60+ member Engineering group, and the $4.9 million 25+ person Consulting Group. Provided operational and financial oversight for both groups, and interacted extensively with managers from departments all over the globe to drive projects and revenues forward.