Project Clients & Past Employers

• Amgen Inc. ($15B publicly traded biotechnology developer/manufacturer/wholesaler)
• Countrywide ($10B publicly traded mortgage lender and other financial services provider)
• THQ Inc. ($1B publicly traded global developer/publisher of video games)
• MGA Entertainment, Inc. ($1B privately owned global developer/wholesaler of consumer entertainment products)
• Warner Bros. International Home Video ($500M video and DVD retailer/wholesaler/licenser)
• PS Business Parks ($200M publicly traded multi-state real estate investment trust)
• 2KSounds Corporation (publicly traded independent record label with major label distribution)
• Deloitte & Touche-Clients included small to medium-sized retail, manufacturing and other clients

Functional Finance & Accounting Experience

Financial Reporting & General Accounting
• Controllership experience with various mid-size and large national and international companies with background encompassing financial reporting, consolidations, general ledger, fixed assets, accounts receivable/payable, and all areas of audit.
• Managed team of 25 accounting and finance staff for $1B privately owned company with manufacturing and distribution operations nationwide and overseas.
• Led month end and year end closing processes assuring the timeliness and accuracy of data including developing accruals, reconciling accounts and reviewing journal entries.
• Created monthly management reporting package for international territories.
• Developed and managed the department responsible for performing the Company's accounting (G/L, A/P, A/R), payroll, tax and treasury functions.
• Reviewed and prepared SEC Forms 10-K, 10-Q and selected 8-K filings, including complete footnote disclosures and MD&A with relevant support, in auditable form. Additionally, reviewed sections and provided certain financial information for inclusion in company's proxy statement.
• Reviewed and prepared company's quarterly earnings release, analyst script and annual report.
• Liaised with internal management as well as outside legal counsel and auditors to ensure accuracy, completeness and compliance of SEC reporting and timely completion of quarterly reviews and annual audit processes.
• Produced quarterly financial packages for board of directors, research analysts, rating agencies and internal audit committee summarizing operating results, financial position and capital structure.
• Maintained stock option/award data in stock-based compensation software; coordinated with Stock Plan Administration, General Ledger, Legal, Studio Accounting and Tax groups.
• Calculated stock-based compensation expense, capitalization and amortization related to company stock options, restricted stock and other awards, employee stock purchase plan and stock options related to an acquisition.
• Prepared and documented computation/disclosure in accordance with FAS 123R.
• Managed relationship with financial institutions and external payroll service.
• Reviewed and consolidated information from 23 international affiliates and licensees for preparation of quarterly financial statements, actual to budget variance analysis, and management and third party reporting.
• Managed all aspects of fixed asset accounting, including asset impairment analysis, tax vs. book depreciation breakdown, and selection and execution of successful system conversion of over $1.3 billion in fixed asset costs.
• Oversaw all aspects of property developments including payment of construction draws, reconciliation of bank accounts and capitalization of costs.
• Prepared individual, partnership and corporate tax returns.

Business Process Re-Engineering
• Planned and executed comprehensive restructure of the entire Finance department, including development of staffing plans and recruiting of qualified personnel.
• Documented all aspects of accounting for the corporate benefits programs and developed ways to streamline the monthly processes in order to increase efficiencies.
• Implemented a company-wide electronic purchase order process for international manufactured and wholesaler of consumer entertainment products.
• Assumed lead role in creation and modification of financial reporting software output.
• Coordinated efforts to create of new chart of accounts structure in order to provide management with increased visibility to operating results for manufacturing segments.

Financial Audit, Internal Controls & Sarbanes Oxley Compliance
• Supported management's assessment of controls over financial reporting through identification, documentation, and testing of internal controls; as necessary, led the remediation, re-documentation, and re-testing of identified deficiencies.
• Coordinated documentation effort of processes and procedures with operations process owners resulting in written narratives, flow charts and control test plans for inclusion in the company's policies and operating procedures database.
• Assisted with project management of company-wide SOX compliance initiative.
• Addressed and resolved external auditor concerns related to SOX compliance work performed.
• Designed and implemented internal controls, including accounting policies and procedures, and worked with other departments to promote adherence to those policies.
• Planned and performed audits of small to medium-sized private and publicly-traded companies.

Financial Planning & Analysis
• Assisted in and provided guidance for financial planning and reporting processes for North America division of Sales & Marketing department (over $600k in sales) including quarterly forecast and annual budget management, as well as monthly variance reporting.
• Managed and improved monthly analysis and reporting related to trade promotions planning and tracking system, merchandising fees and license royalties.
• Helped develop monthly trade spend forecast reporting package including customer and product detail information.
• Participated in creation of a financial model used to analyze COGS and license royalties and amortization volume and rate/mix variances.
• Collaborated with contacts from other departments to develop financial model used to aid with forecast of digital download revenue.
• Managed, validated and maintained weekly sales forecast by title/platform in Hyperion system
• Created and updated 8 week sales model for new releases based on past performance of comparable releases, timing of release, allotted marketing spend, inventory policies of retailer and other factors
• Trained departmental staff with regards to financial reporting system, as well as processes related to the forecasting, reporting and variance analysis.
• Contributed to creation and maintenance of a consolidated financial statement budget model
• Assisted CFO and Controller with annual and long-range planning.
• Established and monitored budget and cash flow projections in order to maximize allocation of resources.
• Performed detail review of quarterly and annual financial and capital budgets.
• Provided CFO with information related to various capitalization scenarios.

Systems Expertise: Selected Detail

Microsoft Excel
• Proficient Level Excel User including formula building (IF, V-lookup, SUMIF, And/Or, etc.).

Hyperion Financial Management / Hyperion Reporting / Hyperion Planning
• Proficient functional user of Hyperion Financial Management (consolidation), Hyperion Reporting (financial reporting) and Hyperion Planning systems (budgeting/forecasting).
• Partnered with accounting department and IT personnel to manage and modify consolidation and financial reporting software.

SAP R/3
• Proficient functional user including journal entries and reports.

JD Edwards
• Assisted in the transition to JD Edwards general ledger system, including training of new users.

Equity Edge (Stock & Option Database Management Software
• Proficient Equity Edge User including reporting function, filters, option/award valuation.

Option Navigator (Equity Based Compensation Expense Software)
• Proficient Option Navigator User, including reporting function, upload and modification of existing data.

Yardi (Real Estate Management Software)
• Proficient Yardi User including consolidation of financial statements, financial analysis, general ledger functions, etc.

FAS (Fixed Asset Software)
• Led successful conversion to FAS from Excel of over $1.3 billion in fixed asset costs (real estate company), which increased accuracy and timeliness of financial/tax reporting and forecasting processes.

QuickBooks
• Proficient QuickBooks User including integration with QuickBooks Payroll service, general ledger functions, project costing, budgeting and system security.

Education & Credentials

• San Diego State University, Bachelor of Science, Business Administration - Emphasis in Accounting, Minor in Mathematics
• CPA, California
• UCLA modified MBA Program (Amgen); USC modified Accounting Program (Amgen).