SENIOR FINANCE EXECUTIVE
A global financial leader with extensive experience and a proven record of driving revenue and profit gains through sound financial management and strategic planning. Experience includes start-up and rapid growth organizations. Respected leader that builds high performing teams. Known for commitment, results-focus, strong work ethic and unquestioned integrity.
Areas of Expertise:
Strategic Planning
Procedures & Controls
Budgeting & Forecasting
International Accounting
Audit Management
Bank Relationships
HR Management
Team Leadership
Training & Development
Financial Reporting
Tax Management
Inventory Management
PROFESSIONAL EXPERIENCE
SAPBUREAU WORLDWIDE SERVICES INC., Edison, NJ 1996-2009
Controller
Managed global accounting and financial reporting for $50M services and solutions organization with businesses on 3 continents. Accountabilities included project costing, budgeting, cash flow, forecasting, revenue recognition, financial reporting, accounts payable, inventory management, payroll and accounts receivable. Also managed human resources and maintained strong relationships with bank and external auditors. Managed annual audit required for parent company. Hired, trained and managed team of 6.
Key Challenges: Lack of formal accounting systems and controls. Poor cash flow was jeopardizing the future of the company.
„ Turned negative cash flow into a positive, and facilitated 200% revenue growth by securing additional financing for expansion.
„ Implemented formal procedures and controls across all areas of responsibility.
„ Improved cash flow by overhauling AR processes, cutting collections from 90 days to under 30.
„ Grew revenue 20% by eliminating under-billing ˇV established system to accurately track project costs.
„ Designed and implemented formal budgeting process, working with management throughout the organization resulting in increased spending controls.
„ Improved business decision-making by reconciling all accounts in order to create accurate financial reports. Cut costs 30% per year as a result.
JAMES F. ANDERSON CPA/ON LINE SYSTEMS, Edison, NJ 1991-1996
Senior Consultant
Provided accounting consulting services, for this $5M organization, including financial statement creation, auditing, tax preparation, and customization, implementation and training of financial accounting systems and networks. Traveled extensively across the country training clients on use of the companyˇ¦s proprietary cost accounting program and accounting system.
Key Challenge: Brought on board during development of new software and charged with helping to complete the project and develop client training programs and materials.
„ Worked with programmers on multi-state cost accounting program and wrote 200-page software manual.
„ Boosted client retention 25% by collecting feedback on the software, and working with programmers on revised versions.
„ Increased revenues 20% by traveling to client sites across the country ˇV trained users and earned add-on business for support and service packages as well as accounting work.
„ Added $150K to revenues by moving the firm from a dependency on a few large clients, to a customer base of many smaller local businesses.
DENDRITE INTERNATIONAL, Warren, NJ 1987-1991
Controller
Managed all aspects of accounting and finance for $100M software manufacturing company with operations in the US, Japan, Australia, New Zealand, England, Belgium, France, Germany and Spain. Supervised 15 project managers.
Key Challenges: Joined recent start-up that had no accounting procedures in place. Initially needed to keep the company solvent until revenue was generated.
„ Established entire department from scratch, including establishing procedures for G/L, A/R, A/P, payroll, inventory control and networking.
„ Successfully managed expenses and cash through nine month pre-revenue period.
„ Hired and managed exceptional accounting team, maintaining 100% retention over entire 6-year period.
„ Played key role in companyˇ¦s growth from $0 to $100M in revenues, continually adapting strategy and procedures to facilitate continued growth.
OLSEN AND THOMPSON, Morristown, NJ 1984-1987
Senior Accountant
Led teams of up to 6 accountants, managed all aspects of client engagements including audits, tax preparation, financial reporting and strategic consulting.
Key Challenges: Hired at staff level, but almost immediately promoted due to rapid growth.
„ Turned around multiple clients by paying personal attention, providing a high level of service and producing results on a timely basis thus improving customer satisfaction.
„ Took over responsibility for 1040 practice after only one year (worth 35% of companyˇ¦s total revenues). Automated the process and trained all employees on new software.
SWEDA INTERNATIONAL, Pine Brook, NJ 1983-1984
Tax Accountant
Prepared State tax returns and Sales & Use tax returns for all 50 states. Contributed to preparation of Federal return. Conducted research into tax-related issues.
Key Challenges: Company had fallen behind with filings and many prior filings were incorrect.
„ Amended errors and caught up with backlog of work, bringing company into compliance in all 50 states within 60 days.
EDUCATION & PROFILE
BS, Accounting, Kean University, Union NJ
Software Skills: Windows, Excel, Publisher, Access, Word, various accounting software (Computer Associates ACCPAC, MAS 90, Business Works, Quicken, Quick Books, One-Write Plus, Unilink, Digitax, Microtax, Diamond, TurboTax Pro Series
Affiliations: National Society of Tax Professionals; Institute of Management Accountants; American Management Association; American Association of Individual Investors |
