Position	Chief Financial Officer or Controller
Location Confidential	No
Location	Los Angeles
Willing to Relocate	Yes
Industry	Design-Graphic/Product/Architectural
Function	Finance--CFO/Control/Acctg./Treas./Tax,etc.
Compensation	$100,000 to $200,000
Resume Summary
As a former partner at local and regional CPA firms, I bring nearly 30 years of experience in consulting with small and middle-market companies in numerous industries. I have significant experience in business consulting, taxation, financial reporting, valuations, and technology.
Resume Body      CHIEF FINANCIAL OFFICER OR CONTROLLER
Dear Recruiters: Do you seek a chief financial officer or controller with nearly 30 years of experience in consulting with small and middle-market companies? As a former partner at local and regional CPA firms, I've worked closely with management in all aspects of their operations, including tax planning, financial reporting, budgeting, business valuation, recruiting, technology, and general business consulting. Having proven what I can accomplish in public accounting, I have decided to seek a new and rewarding challenge as part of a management team in private industry. Although I'm far more interested in a fine company and an intriguing challenge, you should know that I'm seeking minimum compensation of approximately $150,000. My resume follows. Thank you. CHIEF FINANCIAL OFFICER OR CONTROLLER I bring nearly 30 years of experience in consulting with small and middle-market companies in numerous industries. As a former partner at both large local and regional CPA firms, I specialized in the areas of business consulting, taxation, financial reporting, business valuations, and technology. I also played key roles in developing and managing new areas of business. However, after a rewarding career in public accounting, including 18 years as a partner working closely with client management on a variety of issues, I have chosen to leave public accounting and utilize my skills in the area of private industry. 2000 – 2003 REGIONAL ACCOUNTING FIRM Los Angeles, California TAX PARTNER As a partner at a large, regional public accounting and business consulting firm, I specialized in consulting with small to middle-market companies in a variety of industries and professions. I worked closely with management in the areas of tax and estate planning, financial reporting, and general business consulting. Industries served include real estate, professional services, manufacturing, distribution, and investments. My roles in management of a CPA firm and as a consultant to clients enabled me to develop expertise in understanding companies’ financial conditions, working capital needs, and capital expenditures and financing requirements. I also worked closely with management in the budgeting process and cash flow planning. PRACTICE LEADER - BUSINESS VALUATION SERVICES I was subsequently chosen in 2002 by the CPA firm to develop its Southern California business valuation practice. Within two years, this profitable new practice, serving small to middle-market companies in numerous industries, grew to two offices with revenues of approximately $1 million. My responsibilities included development of the practice’s business plans, staff recruiting and training, quality control, marketing, preparation of proposals, and preparation and review of valuation reports. In connection with my new responsibilities at the CPA firm, I also managed the successful transition of my entire tax consulting practice to other partners within the firm. Examples of industries served during my career at the accounting firm include: - Service industries - Architecture - Real estate – developers and investors - Apparel – manufacturers and distributors - Optical products manufacturer - Automotive supplies - Automobile rentals - Beauty supplies – manufacturers and distributors - Aircraft parts manufacturers - Office products - retail - Offset printing - Furniture sales - retail - Investments - Restaurants 1975 – 2000 LOCAL ACCOUNTING FIRM Beverly Hills, California (merged with above regional firm in 2000) TAX PARTNER I was a partner at a large, local accounting firm, and specialized in general business and financial consulting for small to middle-market companies in numerous industries. My expertise during my 25 years with the firm included tax planning, tax preparation, estate planning, and consulting with companies and their owners. As a member of the firm’s management group, I was active in formulating financial, operating, and administrative policies. I was also responsible for recruiting and training tax personnel, staff management, and review of returns prepared by others within the firm. C0-PRACTICE LEADER - ASSURANCE SERVICES I was also selected to co-manage our firm’s assurance practice. As such, I was responsible for planning and supervising audit and review engagements, preparing and reviewing financial reports, maintaining understanding of financial reporting and auditing pronouncements, and training staff. PRACTICE LEADER - BUSINESS VALUATION SERVICES In 1995, I established the firm’s business valuation practice which specialized in small to middle-market companies in various industries. My responsibilities included development of our business plans, staff training, quality control, marketing, preparation of proposals, and preparation and review of valuation reports. I achieved valuation designations from both the American Institute of Certified Public Accountants (“ABV”) and the National Association of Certified Valuation Analysts (“CVA”). PRACTICE LEADER- INFORMATION TECHNOLOGY In addition to my other responsibilities, I managed our firm’s technology consulting practice for approximately 10 years. This responsibility included development of our practice’s business plans, engagement management, staff recruiting, and marketing. I oversaw the selection and implementation of our firm's in-house tax preparation software resulting in cost savings of more than $100,000 during the first year. I also managed the selection and implementation of the firm’s internal practice management software and the design of related modules. In addition, I selected and directed the implementation of our business management software that was used to maintain the accounting records of more than 100 of our firm’s clients. Examples of industries served during my career at the accounting firm include: - Service industries - Architecture - Furniture – manufacturers and distributors - Real estate – developers and investors - Automobile rentals - Investments - Retail sales - Printing ink products – manufacturer - Security devices – manufacturer - Law firms - Physicians - Oil and gas - Moving and storage - Beauty supplies – distributor - Office products - retail EDUCATION: - Certified Public Accountant (CPA), California, 1977 - Accredited in Business Valuations (ABV), American Institute of Certified Public Accountants, 2000 - Certified Valuation Analyst (CVA), National Association of Certified Valuation Analysts, 1995 - Bachelor of Science in Business Administration, California State University at Northridge, 1974 - Completed 27 of required 30 units for Master of Science in Accounting, California State University at Northridge - Completed minimum of 40 hours per year of continuing professional education PERSONAL: - Born March 24, 1952 - Married with 2 children
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