Position	CFO, Finance Executive
Location Confidential	No
Location	Dallas
Willing to Relocate	No
Industry	Electronics-(SeeAlsoComputers/Aerospace)
Function	FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Compensation	$100,000 to $200,000
Resume Summary
CFO, VP of Finance, Controller, Analyst, and Accountant. Executive experienced with private capital funding, project planning, and administration at all levels of the corporation. Seasoned and innovative analyst with proven ability to manage a multitude of financial and administrative functions.
Resume Body      CFO, FINANCE EXECUTIVE
Chief Financial Officer, Controller, Analyst, Private Growth Strategist and Funding Executive experienced with corporate development and private capital funding, project planning, finance and accounting, and administration at all levels of the corporation. Seasoned and innovative analyst with proven ability to manage a multitude of financial and administrative functions. * Start-up Development * Private Capital Funding * Growth Strategist * Corporate Infrastructure Development * SEC Reporting & SOX * Forecasting/Modeling/Budgeting * Deal Analysis and Decision Support * Process Re-Engineering * Controller * Monthly/Quarterly Accounting Close * Board of Directors Presentations * Capital Planning & Expenditures * Financial Statement Preparation/Analysis * IT Systems Conversion Lead PROFESSIONAL EXPERIENCE THE X-CHANGE CORPORATION, AIRGATE TECHNOLOGIES, INC. 2006-2007 Chief Financial Officer Served X-Change financially and administratively, reporting to the Board of Directors and CEO. I was responsible for all SEC filings, including the development of SOX compliance, SEC registration, audits, funding deal analysis, financial and project accounting, budgeting, forecasting, and financial strategy. In addition, I was responsible for all HR and related duties. • Worked with the CEO and COO to conduct a private placement of additional operating capital funding to take X-Change to the next level of growth. • Developed processes and internal controls to enable X-Change to become SOX compliant. TRIO INDUSTRIES 2006 VP of Finance & Administration Financially and administratively led Trio, reporting to the CEO, I was responsible for the financial accounting, modeling, forecasting, and audits including the development of SOX compliance, SEC registration, financial strategy, and due diligence resulting in funding to enable the company to engage in manufacturing operations along with other business units centered around environmentally friendly building materials. • Successfully completed two years of audited financials overcoming the absence of financial leadership and staff for over 14 months prior, enabling Trio to begin registration with the SEC, create liquidity of stock, and increase the company’s funding options. • Developed processes and internal controls to enable Trio to become SOX compliant. • Built lean corporate infrastructure including accounting, financial modeling and planning, procedures and internal controls, HR functions, accounts payable, and treasury functions; and integrated new business entities through legal establishment and acquisition into this structure. FIBROMYALGIA AND FATIGUE CENTER, INC. 2005 VP of Finance Financially and administratively led FFC, reporting to the CEO and founder, I was responsible for the financial accounting and forecasting, financial strategy, and due diligence resulting in $4 million of funding enabling the company to double its operational centers across the nation. • Successfully earned $4M in venture capital funding enabling the company to expand its operations and explore opportunities for new company development to supplement the existing treatment solutions to accomplish the only complete solution for the management of Fibromyalgia and Chronic Fatigue Syndrome. • Developed processes and training, increasing internal controls, managing cash flow, managing banking and treasury functions, including accounting, forecasting, budgets, credit, insurance, and tax. • Built lean corporate infrastructure including accounting and finance departments, procedures and controls, HR functions, accounts payable, and treasury functions and integrating new businesses into this structure. ACTIVE ORGANICS INC. 2003-2004 Director of Finance & Administration While working directly for corporation's owners, I was responsible for all accounting, financial, banking, IT, Customer Service, and HR functions for more than 10 privately held corporations that do manufacturing, packaging, and distributing. • Successfully completed the project for total conversion and training of all financial & inventory systems to Batchmaster & Platinum financial software. • Created and Administered Corporations, including creating new charters, filing state records for taxes, reserving and registering new corporate names, and maintaining corporate records and minutes, staff development and training. • Analyzed, Selected and Administered all insurance and benefit plans, including 401K, Medical Insurance, Worker’s Comp, and Corporate Property and Liability Insurance Policies. FLEMING COMPANIES 2002-2003 Southern Regional Controller During this consulting assignment, I was the Controller of the Southern Region for Fleming Retail Stores; Responsible for Monthly and Quarterly Accounting Close and Compliance; Modeled and Prepared Operational long and short range forecasts; Monitored inventory and margin control in preparation for the sale of all retail stores; and involved closely with store and district level accounting processes during and through the sale of the stores in my district. MENTOR GRAPHICS 2001-2002 Senior Financial Analyst Provided financial support, performance reporting, forecasting, budgeting, cost control, and non-standard deal analysis for world wide direct sales organizations. • Achieved increased forecasting and reporting visibility through improved processes and reporting • Established procedures and analysis tools for identifying and reviewing non-standard deals, which involves analyzing business risks associated with customer agreements, revenue recognition, receivables, concessions, and the ability to perform to the contract. • Re-engineered non-standard deal approval process, which involved process mapping, evaluating data and approval flows, publishing and fan-out. The result was more efficient, accurate and timely management of deals. TEXAS INSTRUMENTS 1989-2001 Financial Planning Manager - Educational and Productivity Solutions Division (1998-2001) As controller for the Americas business unit, responsible for monthly and quarterly accounting close and compliance, long and short range forecasting, and modeling. • Served as financial lead on the Division Business Strategy team, business acquisition teams and strategic alliances teams. • Managed the Financial Planning team of seven during financial systems migration that enabled smooth and timely transition to new systems. • Prepared presentations for the controller and division president which were presented to corporate finance for strategic planning. • Managed and analyzed division level capital approvals, inventory, and expenditures, which controlled assets and managed yearly budgets. Financial Planning Analyst, Corporate (1997-1998) Modeled and prepared operational and corporate level short and long range forecasts. Responsible for corporate level consolidations for quarterly accounting close including EPS, P&L and balance sheet. • Prepared presentations for CFO, CEO, and board of directors, investor relations, and rating agency visits. • Analyzed dividends and rate of exchange impacts to profitability. • Managed and analyzed corporate level capital expenditures and inventory. • Prepared competitor assessment and analysis to steer strategic planning. Financial Planning Analyst, Software Division (1995-1997) Modeled and analyzed data for software division. Prepared budgets and variance analysis. • Maintained cost center overhead control, maintenance and forecasting. • Coordinated capital asset management. • Prepared and presented cost reviews. • Analyzed competitor financial statements. • Facilitated financial administrative team. Financial Analyst - Special Programs Defense Division (1989-1995) Provided administrative, cost, and financial analysis support for the program manager. • Managed program budgets and provided variance analysis, cost center overhead control, maintenance, and forecasting. • Managed manpower forecasting and coordinated labor cost collection. • Coordinated capital asset management. • Prepared and presented cost reviews. • Prepared government cost reporting analysis. • Prepared customer communication presentations. • Provided financial elements of proposals. • Facilitated the administrative secretarial support team. EDUCATION MBA, Southern Methodist University, Dallas, TX, 1998 BBA, Stephen F. Austin State University, Nacogdoches, TX, 1989 CPA, Candidate - to complete testing October 8, 2007 TECHNICAL SKILLS * QuickBooks * Peachtree * Intuit Merchant Services * ADP TotalSource * Excel Expert * SAP * Oracle * MS Office Suite * Batchmaster/Platinum HONORS Beta Gamma Sigma Honor Society Fraternity Alpha Chi Honor Society Fraternity MBA GPA 3.8 while working 50-60 hour weeks
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