Project Clients & Past Employers

• ABC Studios, formerly Touchstone Television ($500M television series production unit of ABC Television)
• EMI Recorded Music North America (United Kingdom privately-held entertainment company)
• DreamWorks SKG (major entertainment company)
• Sony Pictures Entertainment, International Television (division of a major entertainment company)
• A&M Records (recorded music division of a major entertainment company)
• Diamond Energy (wholly-owned energy producer of Mitsubishi Corporation)
• KPMG Peat Marwick, (public accounting firm)
• Los Sueños Resort ($100M resort development located in Costa Rica)

Functional Finance & Accounting Experience

Financial Reporting & General Accounting
• Hands-on and supervisory corporate controllership experience in $500M operation, including oversight and consolidation of 13 subsidiaries.
• Managed the full financial and accounting cycles for domestic and international divisions of entertainment, oil & gas and real estate development companies ensuring that information/data complied with Generally Accepted Accounting Principles (GAAP).
• Directed monthly and year-end closing processes for a variety of companies, assuring the accuracy of data and integrity of reporting.
• Responsible for internal and external reporting including monthly/quarterly financial review packages and executive summaries for Executive/Management teams, quarterly Board package and investor reporting.
• Prepared year-end financial statements including disclosure footnotes in accordance with GAAP as part of the annual audit process for various large entertainment companies.
• Responsible for timely submission of quarterly reporting of the results for both domestic and international units of large entertainment conglomerates.
• Functioned as the principal liaison with independent accountants as well as internal auditors on all accounting, tax and audit activities for various companies.
• Improved month-end close procedures to reduce closing time by a minimum of 30% at several large multi-national entertainment companies.
• Created and reviewed monthly and quarterly cash flow reporting and analysis for various companies.
• Coordinated and supervised the year-end audit schedule preparation and completion domestic and international divisions of major entertainment companies, oil & gas company and real-estate developer, including the transition of a new external audit teams for each.
• Prepared quarterly financial results documentation and support for Business Division of large entertainment company that substantiated key Balance Sheet and Income Statement line items including roll-forward of cash, liabilities, detailed analysis of inventory (including impaired assets) gross margin and EBITDA.
• Developed information used for SEC Forms 10-Q and 10-K, including footnote disclosures and MD&A for various entertainment companies. Compiled support, in auditable form, for all footnote disclosures. Liaised with internal management, legal counsel and parent company to ensure accuracy, completeness and compliance of SEC reporting.
• Team leader with 8 fiscal year audits within the entertainment industry including multiple accords requiring GAAP reporting methodology changes and preparation of support for audit review.

Financial Planning & Analysis
• Prepared and presented the annual operating plan and monthly forecasts in accordance with Company objectives for a variety of companies including multinational entertainment, oil & gas and real-estate development companies. Reviewed results, analyzed and explained major variances and made recommendations for corrective actions, when appropriate.
• Converted and consolidated the monthly forecasts, annual budgets and long-range plans for various domestic and international entertainment entities (including consolidation of 13 international subsidiaries utilities IFRS). Reviewed budgets/forecasts, analyzed and explained major variances and submitted recommendations for corrective action, as required.
• Performed financial and business analyses, including, but not limited to, sales analysis, return on investment (ROI), recoupment analysis, film ultimates and product analysis, television green light process and profit participations.
• Developed, planned and oversaw $50m corporate budgets for major entertainment company; provided monthly and quarterly results as well as recommendations for improvements.
• Heavily involved in complex contract negotiations with Business Affairs on financial incentives and deal structuring for profit participants within a major entertainment studio.

Internal Controls & Process Engineering
• Completed SOX compliance process documentation for a large entertainment company division. Identified system and manual controls, opportunities for improvement and remediation solutions.
• Worked with internal audit to modify SOX questionnaires and policies to be used for Business Division of large multi-national entertainment company.
• Actively participated in and lead several business process improvement (BPI) projects for a large entertainment company, including revenue models, internal controls, ERP and sub-systems validity and efficiency, and departmental policies & procedures.
• Responsible for effectively developing, implementing, communicating and training on Financial policies and procedures to ensure compliance in accordance with Company objectives for a variety of companies.
• Developed month-end, quarter-end and year-end close checklists/procedures for various large entertainment entities with multi-national operations.
• Worked as team lead in transition from FAS 53 to SOP-002 and later worked with external auditors towards emerging clarifications and best practices which involved a change to the reporting methodologies used within various Business Divisions within each entertainment industry entity.
• Key individual in various one-off projects requiring understanding of business processes and its later documentation often requiring forensic accounting and substantive research and interviews (generally after key strategic individuals and/or data repositories have left the organization).

M&A Analysis and Post Acquisition Finance/Accounting Integration
• Responsible for the review of M&A activity, including comprehensive business analysis, due diligence procedures and preparation of post-acquisition financial statements.
• Key individual responsible for performing acquisition financial analysis for equity positions (whole or partial) within the television industry of large entertainment companies.
• Lead team member in transitioning accounting department from acquired subsidiary including chart of accounts mapping as well as staff integrations/reductions.

Financial Modeling
• Extensive experience building, improving and refining budget and forecast models for various types of businesses.
• Responsible for development and maintenance of multiple financial models including complex revenue models for major entertainment companies
• Created a profit participation model for a large entertainment company that analyzed data with multi-conditional outcomes and required a heavy dependence on extensive conditional and circular calculations.
• Developed a bottoms-up, 20-year cash flow model for creating the Business Valuation for potential sale of assets to third-party financiers.
• Developed and maintained the P&L model tracking titular performance of television series that served as the financial data feeding the ERP system for a major entertainment company.
• Trained various staff members on methodologies and best-use practices for development and maintenance of superior analytical models.

Systems Expertise: Selected Detail

Excel
• Expert Level User including, pivot tables, macro creation, graphing presentations (charts, trend lines, axis scales, multiple charts), complex formula building (Boolean Operands, lookup arrays, conditional data, user inputs, etc.), shared data (linking and embedding) and customization of toolbars.

PowerPoint
• Advanced Level User including, creating slide masters, working with templates and layouts, inserting objects (pictures, symbols, charts, sounds), creating graphs and organization charts, working with embedded and/or linked objects, slide transition and animation as well as creating and running slide shows.

Access
• Advanced Level User including creating databases, managing database relationships, report creation and generation, exporting data to Excel, organization structure and data logic review.
• Independently developed international sales data warehouse for large entertainment company whereby sales and other key drivers were tracked and evaluated. Provided real-time reports enabling Sales and Marketing teams to better function in the international marketplace. Solution was used as an interim data store until a custom system, using PowerBuilder, was developed years later.

JD Edwards
• Basic usage of ERP system including database inquiries, report creation and generation, exports to Excel, organization structure and chart logic review.
• Actively participated as a subject-matter expert in JDE conversion from SAP Mainframe system as Accounting/Finance lead; assisted principles in directing the project to ensure objectives were met and tasks were completed within project parameters.

Oracle
• Basic usage of ERP system including database inquiries, report creation and generation, exports to Excel, organization structure and chart logic review.
• Actively participated as a subject-matter expert in Oracle conversion from custom in-house system as Accounting lead; responsible for data mapping and worked with team to create account structure hierarchy.

PeopleSoft
• Basic usage of ERP system including database inquiries, report creation and generation, exports to Excel, organization structure and chart logic review.
• Responsible for maintaining Business Divisions' chart of accounts and reporting needs as well as maintaining Business Division changes to data feeds to/from PeopleSoft to other custom in-house systems.

SAP
• Basic usage (Power User) of ERP system including creation and posting of journal entries, database inquiries, report generation, A/R, A/P, Purchase Order, General Ledger, Inventory Management and exporting data to Excel.
• Responsible for approving A/R and A/P, Purchase Order requests for Business Division
• Team Leader in communicating Business Division's changes of account hierarchy to ERP maintenance team.

Other
• Working experience with the following packages: Cognos, Hyperion Essbase, QuickBooks, Accpac, and Peachtree

Education & Credentials

• University of Southern California, Marshall School of Business, MBA
• Bowling Green State University BS, Business Administration

Languages

• Fluent in Spanish, Proficient in French