Areas of Expertise:
Financial/Accounting Dept Management * SEC and Financial Reporting * Accounting System Implementation (Jonas, Peachtree, Quickbooks, SBT, Great Plains) * Operations Management * Inventory/ Production Control * Import Management * Business Startups * Turnarounds * Debt/Equity Financings * Financial Planning/Analysis * Acquisition Analysis * Financial Consulting * E-Commerce * Basic Spanish Language
Key Accomplishments:
• Developed multiple startup companies, bringing all to profitability and eventual sale
• Performed analysis and made recommendations resulting in the closing of the previous line of business, including processing a subsidiary company through a Chapter 7 bankruptcy filing, and the redirection of the sales and marketing efforts, improving company profits by 40 percent.
• Acquired a financially distressed manufacturing/distribution business and returned it to profitability.
• Completed full conversion of computer accounting systems for several companies, including manufacturing, construction, distribution and service businesses.
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Career History
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Lead Generation and Marketing Company
CFO/Controller
January, 2008 to Present
• Cleaned up historical accounting records and implemented changes in the accounting system for better financial and management accounting
• Developed the marketing plan that resulted in revenue growth of 400 percent
• Preparing company for audit and a major financing
Importer and Distributor of Car Wash Equipment Systems
CFO/Controller
April, 2005 to Present
• Implemented new accounting system, upgrading from Quickbooks to Jonas Construction Service Management, a mid-range enterprise accounting system, handling the evaluation, selection, installation and conversion myself, saving more than $20,000
• Implemented new procedures and systems for tracking inventory purchases, issuances and assemblies
• Performed departmental and operational analysis of profit centers, making recommendations for cost reductions and profit improvements
• Eliminated the work performed by outside accountants, saving $25,000 annually
Manufacturer, Importer and Distributor of Safety/Security Products
Partner, Finance and Operations
February, 2000 to April, 2005
• Partner in a group of startup companies, overseeing accounting and financial systems, cash flow management, product imports and manufacturing
• Took company from startup stage into growth (25% annually) and profitability
• Improved profitability by reducing production costs and inventory management
• Implemented all financial and accounting systems
• Prepared a selling document, located a buyer and negotiated a deal to sell one of the companies
Publicly-traded, internet-based marketing company
Vice President of Finance and Operations
August, 1997 to February, 2000
• Responsible for accounting department management, SEC reporting and audit coordination.
• Established an e-commerce back-end system and fulfillment operations center for a new subsidiary.
• Performed business analysis and made recommendations resulting in the closing of the previous line of business, including processing a subsidiary company through a Chapter 7 bankruptcy filing, and the redirection of the teleservice sales and marketing efforts.
• Made recommendations leading to an overhead expense reduction of 40 percent.
Financial and management consulting
Consultant
July, 1985 to August, 1997
• Assisted with the development of several startup businesses, implementing accounting systems and overseeing day-to-day operations. Three companies were developed and sold to larger entities.
• Developed business plans and/or Reg D-compliant memorandums for several companies for presentation to potential lenders and/or equity investors, quantifying project specifications, capital needs, sales & marketing plans and pro-forma financial results.
• Acquired a financially distressed manufacturing/distribution business and returned it to profitability.
• Processed a company through Chapter 11 bankruptcy to clean it up as part of the turnaround effort
• Performed all due diligence, determined valuation and negotiated purchase structure for business acquisitions and financings.
• Completed full conversion of computer accounting systems for several companies, including manufacturing, construction, distribution and service businesses.
Prior Corporate Experience:
• Anheuser-Busch Inc. – SportsTime Cable Network subsidiary - Director of Finance - 1983-1985
• Capital Cities Communications – Cable Television subsidiary - Regional Director of Finance, Senior Financial Analyst - 1978-1983
EDUCATION
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Webster University (St. Louis), MA International Business
University of Colorado Graduate School of Business, MBA Accounting
University of Colorado School of Business, BS Accounting and Finance |
