Project Clients & Past Employers

• The Disney Stores (Store Operations Finance)
• The Disney Stores ( Real Estate Accounting and Purchasing)
• Bristol-Myers Squibb - U.S. Inventory (Pharmaceutical and Consumer Products)
• Bristol-Myers Squibb - International Internal Audit
• Countrywide Bank
• PeopleSupport.com
• Interface Family Services
• Silgan Containers Corp.(Controllership)
• ESI Inc.
• CNA
• Fandango
• Biotechnology Research Company
• Arthur Anderson & Co. - Clients included: GTE (SEC), Rockefellers, Coltec Holdings Inc. (SEC) and Absorba

Functional Finance & Accounting Experience

Inventory Management and Inventory Accounting
• Served as single point of contact for U.S. Inventory and cost of good sold ( $2 billion annually)
• Managed the reporting, analysis and reconciliation of worldwide inventory valued at over $900MM
• Partnered with Global Materials Management, Pricing and Sourcing and Tax Department to develop financial strategies which resulted in annual corporate savings of over $50MM
• Supervised and provided leadership development to a team of ten Inventory Accountants
• Managed all financial aspects of joint venture product manufacturing agreement
• Developed and enhanced inventory and days on hand measurement systems resulting in 3-day improvement
• Budgeted, allocated and evaluated over $20MM of inventory freight expenditures. Led initiatives that streamlined allocations resulting in a 25% savings in finance work effort
• Championed a project to automate manual monthly processing of over 1000 inventory invoices
• Coordinated and reconciled the semi-annual physical inventories at seven U.S. Distribution Centers
• Eliminated one wall-to-wall physical inventory and generated annual savings of approximately $150M
• Developed financial and operational presentations for Distribution management
• Monitored third party inventory contracts and negotiated the recovery of $250M in disputed liabilities

Internal Controls & Process Engineering
• Audited landlord Common Area Maintenance (CAM) reconciliations and ensured compliance with lease stipulations
• Reviewed CAM reconciliation audit process and provided recommendations to streamline the process.
• Extensive experience streamlining processes/controls, cleaning up accounting records and enforcing GAAP compliance
• Planned and performed financial, operational and internal control reviews of Worldwide Pharmaceutical, Nutritional and Consumer Divisions
• Participated on internal audits engagements located throughout Asia, Europe and the United States
• Created standardized documentation manual for Internal Audit Department that improved the efficiency of the audits by 20%
• Developed Revenue Cycle procedures manual
• Generated annual savings of $200,000 and improved customer service by restructuring Inventory Accounting Department
• Restructured Accounting Operations Department (Real Estate Accounting, Purchasing and Import Purchasing) and improved operating efficiencies
• Implemented Real Estate Accounting payment processing controls
• Reviewed fixed asset monthly analysis process to monitor over a billion dollars in gross fixed assets
• Provided recommendations to streamline analysis process
• Developed written operational procedures
• Developed audit work programs to monitor charges from landlords
• Implemented internal controls procedures at U.S. Distribution Centers, which resulted in a 25% decrease in erroneous transactions
• Performed operational review of not for profit agency and developed recommendations to improve operations
• Supervised audits in public accounting in multiple industries, including telecommunications, family investments and retail
• Assisted with the year-end Sarbanes- Oxley key controls testing
• Coordinated audit testing with external auditors
• Performed Company testing of the Sarbanes-Oxley key controls in the Purchasing, Fixed Asset, Cash and Equity areas
• Assisted with development of underwriting procedures for bank's new commercial warehouse lending program
• Worked with team of Ernst & Young Credit Consultants to develop commercial warehouse underwriting procedures
• Developed underwriting files
• Performed initial underwriting review of files and highlighted significant issues for the Executive team
• Developed database with key client metrics and Executive reporting tools
• Monitored and reported on financial performance of mortgage warehouse lending clients
• Evaluated the performance of inter-company mortgage processing agents and recommended process improvements

Financial Reporting & General Accounting
• Served as interim Controller and coordinated restatement of financial statements
• Supervisory and hands on experience in accounting, including period end closing, G/L account analysis and financial statement preparation
• Prepared SEC Forms 10-Q and 10-K
• Managed the reporting, analysis and reconciliation of Worldwide Inventory valued at over $900MM and U.S. Cost of Goods sold (2 billion annually)
• Managed Global Material Management and U.S. Logistics budget of $60 MM
• Managed Real Estate Accounting (annual budget of $106,000,000), Purchasing (annual spend of $100,000,000) and Import Purchasing Payable (annual payments processed of $100,000,000)
• Led collection of over $2,000,000 in real estate overpayments
• Responsible for managing the sourcing, negotiating and contract execution of non-merchandise procurement
• Managed third party invoice processing agents and strengthened processing controls
• Managed reconciliation of cash, pension and health/welfare accounts
• Developed analysis to monitor professional fees
• Developed fixed assets depreciation budgeting model
• Managed the execution of key retail creative team initiatives
• Developed Standard Operating Procedures
• Prepared various balance sheet and income statement analysis for year end audit
• Prepared schedules for the Tax Department

Financial Planning and Analysis
• Generated annual real estate budget ($106,000,000 for 500 stores)
• Developed annual payroll budget ( $83,000,000 annually for 500 stores)
• Created model to help stores control and forecast payroll expenditures
• Developed inventory budgets and forecasts.
• Managed the worldwide Inventory Reporting System
• Prepared ad-hoc financial analyses for senior management to evaluate strategic decisions (lease vs. buy decisions, NPV Distribution Center, Payroll/Sales %)
• Developed annual budget for not for profit agency
• Created budget and forecast model for not for profit agency
• Participated on initial public offering and purchase investigations engagements
• Developed sales budgeting templates

Systems Expertise: Selected Detail

Excel
• Advanced Level User including macro creation, charting and formula building ( lookup, IF)

Access
• Proficient Level User
• Supervised creation of Access payroll forecast model

SAP
• Supervised the planning, design, chart of accounts creation, mapping, data tie-out and report creation phases of R3 inventory accounting implementation
• Served as local SAP security Liaison
• Liaised between Finance departments and Information Technology groups to coordinate cross-departmental requirements during implementation

JD Edwards
• Utilized general ledger and fixed assets modules

Education & Credentials

• Syracuse University, Bachelor of Science, Accounting
• CPA, New York