EXECUTIVE SUMMARY (View my resume)

• General Background – My core accounting experience covers general ledger, accounts payable, accounts receivable, payroll, fixed assets, financial reporting, revenue recognition, internal controls, financial planning and analysis (FP&A), and Merger & Acquisition (M&A) projects.

• Previous Companies – My career has been focused primarily with technology companies with an emphasis in the software business.  Past companies included Sage Software, Printronix, Western Digital, Ashton-Tate and The Cerplex Group (Technology Services). I also have worked in the finance areas of amusement parks (Knott’s Berry Farm) and bicycle manufacturing (GT Bicycles). I began my career in public accounting and am an alumni of Coopers and Lybrand and Windes and McGlaughry.

• Education and Credentials – I received my undergraduate business degree from the Marshall School of Business (Accounting Emphasis) in 1983 and returned as a student to the USC Executive MBA (EMBA) program earning my graduate degree in 1991. Both the USC Accounting School and EMBA programs have consistently ranked among the Top 10 in their respective areas. In addition, I maintain both CPA and CMA certifications.

GENERAL BUSINESS SKILLS

• Experienced in Microsoft Excel, Word, and Powerpoint (MSOffice 2007)
• P&L experience of $500 million or greater within a global organization
• Ability to motivate teams to produce high quality work within tight time frames while simultaneously managing several projects
• Proven success in managing a total team of 30 direct and indirect employees
• Ability to provide a team with a clear sense of direction; give guidance needed to bring tasks to completion; lead cross functional teams in inter/intra departmental projects
• Demonstrated ability to analyze problems, probe facts, identify and question assumptions and analyze issues from different perspectives
• Demonstrated flexibility working in a fast-paced environment requiring quick response to new strategic directions

ACCOUNTING, COMPLIANCE, AUDIT EXPERIENCE

• Demonstrated proficiency in all aspects of operational accounting, internal controls, cash management, financial reporting, FP&A and financial modeling
• Experience managing multiple legal reporting entities, inter-coy transactions and consolidations
• Experienced with SEC reporting including preparation and review of 10Qs and 10Ks
• Experienced in creation, revision and consolidation of corporate accounting policies
• Management of the annual financial audit and the review/audit process by the external auditors
• Management of the company’s annual internal audit process
• A solid foundation in GAAP and IFRS
• Strong knowledge of revenue recognition literature including SOP97-02, SAB 104 and EITF 01-09

BUSINESS PLANNING AND FINANCIAL ANALYSIS EXPERIENCE

• Management of the operating budget process, including creation, maintenance and reporting
• Preparation of capital budgets, forecasts, as well as long and short term cost center plans
• Ability to analyze financial data and prepare financial reports, statements and projections
• Working knowledge of short and long term budgeting and forecasting, rolling budgets, and product-line profitability analysis.
• Ability to design, build and roll out sophisticated financial models and templates

MERGERS AND ACQUISITIONS EXPERIENCE

• Deal evaluation and analysis
• Pre close due diligence & post close acquisition integration
• Purchase price accounting