Experienced in managing finance, accounting, and operations. Create financial/revenue models, forecasts, and yearly budgets. Extensive knowledge of GAAP, revenue recognition policies, and various tiers of accounting software. Manage day-to-day accounting and finance activities, and major initiatives and strategic planning. |
PROFESSIONAL EXPERIENCE:
Online Service (4/03 – Present)
Chief Financial Officer (11/07 – Present)
•Work closely with senior management to manage and grow the business, including identification and analysis of key drivers of the business.
•Maximize net income and gross margin notwithstanding unfavorable conditions in real estate industry.
•Develop and manage revenue and lead acquisition models to optimize traffic acquisition to available inventory.
•Improve sales process and training, resulting in lower bad debt and higher collection rate.
•Create yearly budget and quarterly forecast. Perform budget variance analysis and manage the organization to budgeted net income.
Vice President of Finance
(7/05 – 11/07)
•Implemented accounting and organization policies and procedures in compliance with parent company.
•Advised and executed on revenue generating and cost cutting measures.
•Prepared presentations and financials for management and board on monthly and quarterly basis.
•Oversaw yearly external audit and preparation of federal and state income tax.
•Worked with various departments to improve cross-departmental functions and efficiencies.
Controller
(4/03 – 7/05)
•Assisted company through all aspects of acquisition, including initial due diligence and close of transaction.
•Managed accounting and finance department of 6 staff, including recruiting and staffing.
•Managed billing, revenue recognition and collections for over 50% revenue growth YOY from ’03 to ’05.
•Reduced month end close from one month to 4 business days.
Online Recruiting Service, San Francisco CA
(11/00 – 3/03)
Finance Manager/Acting Controller
•Manage accounting and finance department, including supervision of direct reports.
•Assisted company through all aspects of merger, from initial due diligence to close.
•Create various financial models for different business metrics. Own yearly budget and quarterly re-forecasts process, and monthly variance reports for budget owners.
•Ensure accurate monthly financials, timely month-end close, and resolution of day-to-day accounting and finance issues. Develop and execute policies and procedures.
•Manage cash investments, company equity, including internal stock option plans, and insurance policies.
•Responsible for monthly and quarterly investor financial reporting for board meetings.
•Liaison with external auditors and managed yearly audit.
•Monitor fixed assets, equipment leases, and loan draw down.
•Supervise facilities, including sublease tenants and vendor management.
Online Financial Service, San Francisco CA
(11/99 – 11/00)
Finance and HR Manager
•Established accounting and HR controls, designed and implemented new policies and procedures in a high growth environment.
•Managed the internal budget process and built detailed financial models and forecasts for existing and potential investors.
•Prepared financial statements and performed all month end closing procedures in compliance with GAAP. Organized and maintained employee stock option program in coordination with outside counsel.
•Managed all HR functions including payroll.
•Developed and managed system for tracking and depreciating fixed assets.
•Managed development of operations reports to track detailed business metrics.
Bicycle Manufacturer, San Francisco CA
(10/97 – 11/99)
Accounting Manager
(12/98 – 11/99)
•Responsible for managing and maintaining all accounting functions: sub ledgers, general ledgers, and GAAP financial and consolidated financials.
•Managed monthly closings including reconciling general ledger and all accounts, month end accruals, reclassifications, payroll, royalties, and interest.
•Extensive knowledge of Great Plains Dynamics.
Operations and Customer Service Manager
(10/97 - 12/98)
EDUCATION:
MBA, San Francisco State University, San Francisco CA (2005) Beta Gamma Sigma
BS Environmental Studies, University of California at Berkeley, Berkeley CA (1996)
Management Skills Seminar, American Management Association, San Francisco CA |
