EXECUTIVE FINANCIAL MANAGER
VP of Finance / Corporate Financial Leadership / Budget Administration
Seasoned financial manager with extensive experience directing accounting, financial and contracting functions. Leverages a results oriented management style using financial expertise, best practices, organizational vision and IT knowledge. Leader and strategic partner in developing and implementing strategies supporting competitive organizational mission and goals. Core competencies include:
• Financial Controls & Practices
• Accounting & Financial Reports
• Contract Review & Negotiation
• Financial Systems & Technology
• Financial Reporting & Tax Compliance
• Cash Management Functions
• P&L Accountability
• Acquisition Due Diligence
• Strategic Financial Planning
• Key Relationship Management
• Forecasting & Budget Administration
• Corporate Governance & Internal Controls
Certified Public Accountant, BBA – Accounting, University of Georgia, Summa Cum Laude
PROFESSIONAL EXPERIENCE
FIS IMAGE SOLUTIONS DIVISION, Addison, TX
A Division of FIS ($5.5b in revenue) headquartered in Jacksonville, FL, A banking software, and data processing company
VICE PRESIDENT OF FINANCE (Addison, TX) 2007 to 2010
Joined Metavante (acquired by FIS) and instituted and directed all aspects of the division’s financial infrastructure encompassing analysis, planning, reporting, risk management, revenue growth, treasury / sales tax functions, and overall accounting operations, ensuring compliance to all company policies and governing regulations, including GAAP and Sarbanes-Oxley. Developed budgets, cash planning, forecasting, income statements, and balance sheets.
Selected accomplishments:
• Improved division profitability and cash flow implementing value pricing for
professional services, standard contract pricing guidelines and payment terms.
• Implemented Deltek financial system across the division of 3 legal entities in
six months.
• Consolidated four decentralized financial organizations in Texas, Oklahoma,
California and Virginia to Addison, Texas in six months, hiring 12 and
transferring 3 people.
• Enhanced the FP&A function implementing budget and forecasting processes,
management reporting including product level profitability, professional
services utilization, and dept expense reporting.
• Implemented measures to ensure divisional compliance with Sarbanes-Oxley
requirements, which enhanced financial controls and heightened education of
staff within the Financial Department.
ACCENTURE, Irving TX
Accenture is $20B global management consulting firm specializing in systems development and integration
in all major industries
DIVISION & ACCOUNT CONTROLLER 2004 to 2007
(In Irving, TX and San Francisco, CA)
Led day-to-day accounting and financial functions for accounts and operating units ranging from $80M to $875m in revenue, including budgeting, forecasting, contract pricing. Collaborated with division Managing Director, COO, and four business division president to devise and execute business strategy and supporting financial plans.
Selected accomplishments:
• Restructured financial operations to better leverage existing resources to
provide additional service.
• Analyzed market forecasts and constructed business plans to achieve
forecasts in a depressed IT consulting market.
• Implemented measures to ensure divisional compliance with Sarbanes-Oxley
requirements, which enhanced financial controls and heightened education of
staff within the Financial Department.
ELECTRONIC DATA SYSTEMS CORPORATION, Plano, TX
(acquired by Hewlett–Packard)
EDS was a $22B global information technology and data processing firm specializing in outsourcing of IT systems and business processes.
DIRECTOR OF OPERATIONS & PLANNING–ENERGY INDUSTRY CONSULTING
(Plano, TX) 2003 to 2004
SOLUTIONS CONSULTING’S PROGRAM MGR FOR PRODUCTIVITY
(Plano, TX) 2001 to 2003
Tasked with identifying, developing and implementing plans to grow this new consulting group within the company and improve operational forecasting accuracy.
Selected accomplishments:
• Created business planning process to achieve new business sales of $35M in
Oil & Gas, Utilities and Chemicals segments.
• Identified savings opportunities and drove solutions through the $5.5B
enterprise, linking financial and HR forecasting processes to improve forecast
accuracy by 75%.
CLIENT EXECUTIVE, e.SOLUTIONS (San Francisco, CA) 1999 to 2001
e.Solutions was one of 3 operating groups in EDS which provided internet development and consulting services. Specifically responsible for growing and servicing a $3.5m customer base in Northern California.
Selected accomplishments:
• Grew client base in a declining market by providing outstanding customer
service.
• Developed and implemented sales review and pricing process which maximized
profitability.
CONTROLLER for 3 DIVISIONS - Food-$279M, Retail-$147M, Forest & Paper-$33M)
(Plano, TX) 1996 to 1999
FINANCE MANAGER FOR XEROX GLOBAL DESKTOP SERVICES CONTRACT
(Rochester, NY) 1995 to 1996
Promoted to controller role for 3 divisions responsible for budget, forecasts, management reporting, contract pricing
and closes. Promotion based on performance as the financial manager on the Xerox desktop services contract,
designing and implementing a $70M sales lease back transaction.
Selected accomplishments:
• Improved profitability by revising the pricing process for new deals.
• Designed and implemented budgeting, forecasting and close processes.
• Structured the sales leaseback transaction using agency accounting to
successfully avoid recording $70M of assets on balance sheet.
MANAGER OF COMPLIANCE REVIEW AND ACCOUNTING POLICY
(Plano, TX) 1993 to 1995
GENERAL ACCOUNTING PROCESS MANAGER
(Dallas, TX) 1992 to 1993
As a result of performance, breadth of experience, and knowledge of the business, selected to move to corporate to lead a team of 12 to streamline the corporate close and accounting processes, revamp the corporate accounting policy and procedures manual and create a compliance review team focused on corporate accounting and shared services processes.
Selected accomplishments:
• Saved $5M annually by shortening the monthy close process from 9 to 3 days
• Saved $3.5M annually by eliminating duplicate functions across finance teams
supporting operating business units.
• Published first online revised Corporate Accounting Policing manual, eliminating
paper.
ACCOUNTING MANAGER FOR COMMERCIAL INSURANCE DIVISION ($200m)
(Plano, TX) 1989 to 1992
MANAGER OF FINANCIAL REPORTING DEVELOPMENT
(Dallas, TX) 1988 to 1989
Returned from international assignment and tasked with developing and implementing financial reporting packages to meet the needs $15B global company. Upon completion, was selected to create and lead the accounting team for the newly formed Commercial Insurance Division.
Selected accomplishments:
• Implemented financial reporting packages for annual, quarterly and monthly
reporting, meeting needs for internal and external SEC requirements.
• Created the 13 member full service accounting team of General Accounting,
A/R, A/P, and Fixed Assets.
MANAGER OF INTERNATIONAL ACCOUNTING
(London, England) 1984 to 1988
FINANCIAL ACCOUNTANT in the Corporate Financial Accounting Group
(Dallas, TX) 1981 to 1984
Joined EDS’ financial accounting team. Prepared monthly, quarterly and annual financial statements, coordinated external quarterly reviews and annual audit by Big 4 accounting firm. Promoted and transferred to London, England and created the International Accounting Team, responsible for consolidating international operations 17 countries with U.S. parent. International operations grew from 3 countries and $ 17M in revenue to 17 countries and $75M in six months and $785M in three years due to EDS being acquired by General Motors.
Selected accomplishments:
• Implemented centralized, multiple currency general ledger.
• Developed EDS’ first foreign currency translation model.
• Completed annual audits on time and under budget each year.
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Additionally practiced public accounting for 4 years - with KPMG Peat Marwick, a local firm, and as a sole proprietor. |
