VICE PRESIDENT, FINANCE
Dynamic professional with impressive history increasing revenues, raising EBIT, and optimizing P&L management for several industrially diverse multi-million dollar national and global corporations. Maximize ROIs, reduce costs, and accelerate productivity, designing, launching, and collaborating on strategic plans. Accurately quantify and forecast enterprise-wide initiatives such as in R&D, manufacturing, sales, and marketing. Overcome obstacles, executing advanced financial and business acumen to develop innovative solutions to complex problems and issues. Build and lead high-impact teams, conducting in-depth market, business, and financial analysis; exceeding goals.
Strategic Financial & Business Planning Global Initiative Quantification P&Ls Forecasting
Cross-Functional Collaboration Conflict & Change Management Negotiations Team Building
Leadership Expense Reduction & Management EBIT & Revenue Improvement Report Writing
PROFESSIONAL EXPERIENCE
MGE UPS SYSTEMS, Costa Mesa, California 2004 2007
Multinational manufacturer of 3-Phase UPS systems, providing products and aftermarket services to clients including Fortune 500 corporations and government sector, with $750M in annual revenues.
Vice President, Finance / CFO North America (NA) 04/06 10/07
Director of Finance North America (NA) 02/04 03/06
Recruited to redefine and redevelop enterprise-wide planning and reporting processes. Oversaw all finance-related functions, managing all P&L and $205M in revenue for NA MGE, Inc. and APC-MGE NA services. Administered all monthly financial reporting and forecasting, ensuring accurate compilation of monthly, quarterly, and yearly financial data into 45-page set of monthly financials. Approved capital expenditures, co-signing with President. Defined and qualified annual incentive plans, collaborating closely with HR. Conducted due diligence on acquisitions, coordinating candidate submittals with office in Grenoble, France. Acted as key member of S&OP implementation team, in post-merger capacity, QA team, and lead contact for all auditing activities. Wrote monthly and quarterly management letters. Led 28-member staff consisting of Accounting, FP&A, Accounts Payable, Credit and Collections, Legal, and Info systems. Supervised 4 Director-level reports.
Major Contributions:
Consolidated and strengthened previously fragmented financial controls.
Improved product margins 70bp in environment with drastically increasing cost of raw materials.
Introduced Service reporting structure for NA, enhancing segment matrix evaluations.
Launched IFRS reporting, strategically supporting European headquarters initiatives.
Directed NA region in participation of Schneider Electric Worldwide Employee Stock Option Plan (WESOP); achieved 43% enrollment level and ranked #2 enterprise-wide.
Revenue Growth:
Appointed to lead Services integration following $6B merge, generating $200M in revenue.
Grew sales annually by 11% over 3 years, exceeding industry average of 6% to 8%, while increasing operating expenses by only 6%.
Increased EBIT 24% annually; forecasted 2007 growth expected to be 82% versus 70% budget.
Cost Reductions:
Decreased Working Capital days 15% in 2007.
Saved $2.6M and increased labor productivity 19% in Services.
Reduced operating and cost of goods expenses by $2.3M, acting as key member of Solving Consulting initiative; reviewed 5 major areas of operations and designed improvement plans.
Eliminated $8M, conducting in-depth analysis into facilities and locations.
Highlights:
Received Presidents Club Award for outstanding performance, leadership, and contributions.
Ranked in Top 100 Global Managers out of 3,000 employees worldwide.
WEDBUSH MORGAN SECURITIES (WMS), Los Angeles, California 2002 2003
Research Associate
Conducted in-depth research into Softline Retailers, acting as member of 3-person team managing all financial reporting and P&L forecasting for 21 companies ranging in size from $300M to $3B. Evaluated all companies news releases, determining potential impact on published forecasts. Established and maintained consistent contact with executive teams. Published monthly reporting notes. Participated in retailer and WMS conference calls, fielding questions and clarifying inquiries.
Maintained high level of accuracy in high-pressure environment, researching wide range of topics spanning from financial and inventory data to service and competitive positioning.
Recommended and launched Oakley initiation coverage; organized all meetings with executive team and co-authored report.
Co-prepared Talbot and Gymborees initiation reports.
PACIFIC SUNWEAR OF CALIFORNIA, INC. (PACSUN), Anaheim, California 2000 2001
Manager of Financial Planning and Analysis
Hired to ensure timely and accurate publishing of reports necessary to execute growth strategy for 3 main formats of then $800M national retailer. Spearheaded all budgeting, forecasting, and capital expense planning. Maximized sales potential, determining if appropriate inventory and labor levels were in place. Drafted all SEC documentation including 10-Qs, 10-Ks, and any other material financial event filings. Collaborated with VP of Finance and CFO. Oversaw 5-person team.
Collaborated with VP of Finance to publish comprehensive 5-year forecast for executive team.
Optimized $95M payroll budget, participating in implementation of store scheduling system.
Drafted proposed secondary stock offering to enable funding of new distribution facility and corporate headquarters.
FLEX FOOT, INC., Aliso Viejo, California 1998 2000
Financial Analyst
Recruited by CFO to establish formal Planning and Analysis structure for multinational manufacturer and seller of carbon fiber prosthetics with $150M in annual revenue. Conducted cost analysis, margin analysis, and system data maintenance. Integrated acquisition revenue and unit reporting data into system. Prepared monthly financial and quarterly BOD packages.
Streamlined and simplified global revenue data, implementing online reporting catalog.
Improved cross-functional coordination and collaboration, co-launching new ERP system.
Consolidated all financials for European offices, new acquisitions, and new parent company.
G.T. BICYCLES, INC., Santa Ana, California 1995 1998
Business Analyst Apparel
Drove profitability of all apparel-related indicators for $200M manufacturer of bicycles and bicycle apparel and accessories. Researched global market, identifying new product and pricing trends. Conceptualized and developed new products, collaborating closely with Sales and Marketing. Coordinated with sponsored athlete teams, securing all apparel for events. Supervised 3 reports.
Increased revenues from $500K to $3.5M while raising margins from 26% to 33%.
Reduced backorder rates to less than 1% on all apparel items, installing reorder system.
Centralized inventory and maximized pricing discounts, developing and implementing international production and distribution network for global distributors.
EDUCATION
Master of Business Administration in Finance and Strategy
University of Southern California, Los Angeles California
Bachelor of Science in Business Administration
Pepperdine University, Malibu, California
PROFESSIONAL BUSINESS MEMBERSHIPS
Financial Executives International Orange County Chapter National Investor Relations Institute USC Marshall School of Business Orange County Chapter McDermott & Bull Executive Network
ADDITIONAL INFORMATION & SKILLS
CPA Exam Applicant (Educational & General Experience requirements complete) |
