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Monday, November 14, 2011
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DLC Inc.

Consultant FC

  • Big 4 CPA and Duke University MA
  • Hands-on and supervisory corporate controllership experience with several companies
  • Created ground up corporate technical accounting group for a Fortune 500 company
  • Expertise in SFAS 5, 13, 141R, 142, 143, 149, 123R, 160, 167 FIN 45-48, APBO 18, 23 & SAB 107
  • Managed 1-Year and 5-Year planning cycle for various business units for a Fortune 500 company
  • Supported company wide initial implementation of SOX 404
  • Provided transaction-structuring advice on planned acquisitions, disposals, mergers, joint ventures and consolidation issues related to SFAS 141R, 142, FIN 46R, SFAS 144, and SFAS 167
  • Fluent in Spanish (conversational and written)
 
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Consultant JL5

  • Big 4 CPA / MBA / CIRA (Certified Insolvency & Restructuring Advisor)
  • Hands on and supervisory CFO and Controllership experience
  • Designed, developed & implemented all accounting policies, reports & systems for start up operation
  • Developed customized financial reporting including multi-entity cash flow statement
  • Supported sell side due diligence reporting and analysis
  • Performed all purchase accounting/goodwill transactions for acquired company
  • Turnaround & restructuring experience including bankruptcy reporting
  • Expert Excel / Expert Access
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Consultant IT

  • MBA, Finance, Marshall School of Business, University of Southern California
  • Prepared SEC Forms 10-Q & 10-K, including footnote disclosures and MD&A
  • Developed procedure & designed consolidated worksheets used to reconcile retained earnings, invested capital, & intercompany dividends accounts
  • Prepared quarterly financial reports, financial statements, variance analysis, executive narrative, & presentation materials
  • Automated summary of revenues & operating incomes by territory & LOB reports
  • Coordinated & supervised year-end financial system close process, working with both IT & Finance teams of various business segments
  • Systems Experience: Access, SAP, Comshare FDC & GEAC Millennium
  • Excel: Expert Level User including pivot tables, macro creation, advanced charting, usage of analytical tools, graphing presentations, formula building, shared data & customization of toolbars
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