EXECUTIVE SUMMARY
„` Proficient in analyzing financial statements, budgets, and financial controls to identify early trends and mitigate weak systems.
„` Strategic level decision-maker with a roll up the sleeves approach to finance functions such as forecasting, strategic cash flow management, profitability analysis, and alternative financing.
„` Financial management leader with history of success in positioning companies to purchase, sell or spin- off divisions for maximum return.
„` Experienced in researching, interpreting and documenting the application of SEC and GAAP regulations to a business¡¦ application.
„` Compliance leader experienced in developing, documenting and testing internal accounting control procedures for a wide variety of organizations.
„` Project manager with a ¡§hands on¡¨ approach to keeping people motivated and focused.
EXPERTISE
„` Strategic Financial Management
„` Technical Accounting Compliance
„` Business Valuations
„` Goodwill and Asset
Impairment Testing
„` Stock Compensation
„` Due Diligence
„` Financial & Debt Restructuring
„` Develop, Document, Test and Audit Internal Accounting Controls
„` Team Mentoring & Development
PROFESSIONAL EXPERIENCE
SWIFT & COMPANY, GREELEY, CO March 2006 to Present
Director, FASB/GAAP Regulations
„` Perform technical research on accounting issues including leases, revenue recognition, asset impairment, fair value, derivatives, and business combinations creating more than 100 accounting memos in 6 months to support the Company¡¦s interpretation and application of accounting regulations.
„` Coordinate the evaluation of complicated accounting treatments with our external auditors to ensure agreement in application and disclosure.
„` Prepare footnote disclosures and technical review of 10-Ks and 10-Qs.
„` Researched and drafted the annual Compensation, Discussion and Analysis in compliance with recently implemented regulations.
„` Participate as a member of the sales team to evaluate pricing structures for Platinum accounts.
„` Prepared the SFAS 123(R) implementation and responsible for ongoing accounting and disclosure.
„` Develop training for SEC team and corporate controllers.
„` Compute the goodwill impairment valuation and the asset impairment analysis saving the Company $100k annually in out source fees.
PRIOR EXPERIENCE
GORDON, HUGHES & BANKS, LLC, Denver, CO November 2004 to December 2005
Partner ¡V Audit and Litigation Support
„` Managed the integration of a $500,000 business unit merged into the Firm six weeks before the start of the peak business period. Hired, trained and coordinated the completion of over 60 audits within 6 months. Developed business strategies to increase profitability of this new practice niche by 50%.
„` Lead partner for Sarbanes-Oxley projects for audit clients and as a consultant.
„` Led and managed audit engagements for affordable housing, government contractors, nonprofit organizations, law firms and employee benefits plans.
„` Qualified as an expert in Denver District Court and Oklahoma County District Court
ROMERO CONSULTING, LLC, Denver, CO January 2004 to October 2004
President ¡V Interim Chief Financial Officer
„` Consultant for Sarbanes-Oxley and Pension Plan projects. Completed the Phase I documentation and Phase II remediation for a $45 million market cap company.
„` Developed internal accounting manual in preparation for change in outsourcing of accounting services resulting in a smoother transition.
„` Performed cash, fixed asset, accounts receivable, accounts payable and payroll reconciliations.
„` Created cash flow projections, budget-to-actual reports and business plans to assist businesses evaluate products, marketing plans and proposed buy-outs of owners.
KARSH CONSULTING, P.C., Denver, CO January 1993 to January 2004
Partner ¡V Business Valuation & Audit
„` Delivered business valuation services for companies with market values from $0 to $65 million.
„` Qualified as an expert witness for business valuations in Adams, Denver, Douglas and Yuma County District Courts.
„` Guided clients through financial aspects of acquisition, disposition, product expansion, and spin-off projects.
„` Educated clients about the financial insights of their business resulting in maximization of market trends and effective management of tax implications.
„` Successfully collaborated with senior management and Board of Directors to develop and implement client best practices in the areas of finance, internal controls, reporting, and compliance.
„` Maximized utilization of staff through consistent mentoring, training and career development.
„` Maintained and cultivated client relationships resulting in average revenues of $300K per year, while increasing gross profit margin from 52% to 80% for the audit division.
DELOITTE & TOUCHE, LLP, San Jose, CA January 1988 to December 1992
Audit Manager ¡V Emerging Business Services
„` Top-selling business development consultant in a newly formed unit of Deloitte & Touche, successfully cross-selling services, including management consulting, resulting in $100K in first year revenues.
„` Hands-on development of strategic growth plans, and internal accounting and finance structures for emerging businesses. Profitably positioned clients for buy-out.
„` Conducted due diligence analysis for clients during the acquisition of technologies with market values ranging from $1 million to $25 million.
„` Effectively mentored line management employees to become competent leaders and strategic thinkers.
MARKETING SPECIALISTS, INC., Lakewood, CO June 1985 to December 1987
Controller ¡V National Advertising Firm
„` Coordinated the accounting functions of 4 divisions in 3 states, managing accounting staff of 6.
„` Developed, implemented and monitored commission structure for over 100 sales people.
Staff Accountant at the following companies:
LEVINE HUGHES & MITHUEN, P.C., Denver, CO 1984 to 1985
ROBINS, BAER BAYGOOD & TELPNER, Chicago, IL 1982 to 1983
G.W. HOFFMAN & ASSOCIATES, Chicago, IL 1980 to 1981
PROFESSIONAL AFFILIATIONS
„` Colorado Society of Certified Public Accountants (CSCPA) 1993 to Present
„` American Institute of Certified Public Accountants (AICPA) 1983 to Present
„` National Association of Certified Valuation Analysts (NACVA) 1998 to Present
„` Financial Executives International (FEI) 2006 to Present
- Rocky Mountain Area Conference Planning Committee (2007)
„` Business & Professional Women/USA 1989 to Present
- National Treasurer (2003 to 2005)
- National Board of Directors (1997 to 2001, 2003 to 2005)
- National Membership Committee Chair (1999 to 2001)
- State President (1997 to 1998)
„` Colorado Women¡¦s Hall of Fame
- Selection Committee 2001 to 2002
- Fundraising (Chair 2001 ¡V 2002) 2001 ¡V 2005
PUBLICATIONS & PRESENTATIONS
„` ¡§Understanding & Marketing to Gen X,¡¨, Portland, OR, 2001
„` ¡§Development of a Marketing Plan,¡¨, Rochester, NY, 2000
„` ¡§Revitalizing Burned Out Volunteers,¡¨, Rochester, NY, 2000
„` ¡§When 2+2=3¡¨, Women¡¦s Business Chronicle,
„` ¡§How Much is Your Business Really Worth,¡¨ Women¡¦s Business Chronicle,
„` ¡§Occupational Fraud and Abuse,¡¨ Women¡¦s Business Chronicle,
„` ¡§Bookkeeping Does Not Mean a Shoe Box,¡¨ Women¡¦s Business Chronicle,
„` ¡§Borrowing Money Need Not Be a Nightmare,¡¨ Denver Business Journal,
EDUCATION & DESIGNATIONS
„` B.S. in Accounting and Finance, University of Illinois at Chicago Circle, 1980
„` Advanced Accounting courses, California State University at Hayward, 1990 to 1992
„` Certified Public Accountant, issued in 1983
„` Certified Valuation Analyst, issued in 1998 |
