Project Clients & Past Employers

• Alcatel-Lucent, including predecessors Alcatel North America, and DSC Communications ($20B publicly traded international telecom equipment manufacturer and solutions company)
• The Dallas Morning News ($400M subsidiary of AH Belo - Media company, both print and online)
• Lincoln Property Company (Mutli-Billion $ privately held real estate development and property management company)
• NDC Infrared, Inc. ($70M subsidiary of Spectris PLC, manufacturer of measurement and control systems for process industries)
• Nest Entertainment, Inc. ($10M family entertainment production and product distribution company)
• Middleton, Burns, and Davis, P.C. (a full service local public accounting firm - audit, tax, systems implementation) - Clients mostly in real estate and small manufacturing entities

Functional Finance & Accounting Experience

Financial Planning & Analysis
• Responsible for all financial planning activities of parent and subsidiaries, including annual plan, monthly forecast, long-range planning functions with a focus on strategic initiatives to increase growth and profitability.
• Created monthly forecast packages which included product line profitability analysis, key revenue drivers, major expense fluctuations and changes - distributed package to executive management and conducted monthly reviews of the financial forecast.
• Developed and coordinated annual revenue plan and monthly/interim forecasts in conjunction with sales and marketing groups.
• Conducted expense contingency planning to maintain profitability targets accounting for potential revenue risks - resulted in $15M of annual operations expense reductions.
• Engaged in scenario planning to evaluate forecast derivations and presented conclusions to senior executives for decision making.
• Developed monthly forecasting models designed to incorporate departmental inputs - increased accuracy and transparency.
• Led an innovation team with responsibilities for the development and evaluation of new business ventures - launched two new products with incremental revenue and profit of $12M and $2M respectively.
• Led an idea bank committee which reviewed, analyzed, and determined the viability of employee generated revenue and cost savings ideas - implemented over $2M in annual cost savings.
• Generated and evaluated customer and product analytics to determine sales force resource allocation to profitable lines of businesses.
• Prepared business cases for individual product lines and specific departments related to product launches and new product development, with a focus on generating double digit revenue growth.
• Analyzed research and development projects to determine staffing requirements, profitability drivers and break-even points.
• Approved all customer bids and proposals and generated financial related modeling prior to bid release to internal sales department and external customers.
• Reviewed customer contracts for financial projections, accounting implications, and performed periodic reviews of contract performance metrics.

Financial Reporting & General Accounting
• Experience at both staff and management levels of various accounting functions including revenue accounting, cost accounting, general accounting, and multi-entity consolidations for large, small, public, and private entities.
• Coordinated the accounting close for eight subsidiaries, completed monthly financial statement consolidation/generation, and generated the quarterly board of directors' package and presentation deck.
• Revised closing process reducing required days to close - enabled additional analysis, management reporting, and KPI.
• Managed relationships with all financial related external parties and responsible for implementing business improvement processes, reviewing proposals, and fulfilling data requirements - external auditors, collection agencies, financial institutions, and sales tax authorities.
• Reported and eliminated inter-company transactions for five subsidiaries, domestic and international - ensured compliance with tax and statutory reporting requirements.
• Reviewed revenue transactions (within scope) to determine appropriateness of accounting treatment - including contract, product, and customer review.
• Performed monthly and quarterly net realizable value calculations and review of specific contract based product development, milestone deliverables and service agreements.
• Consolidated financial statements and reported results for twenty-six residential and commercial rental real estate properties.
• Prepared and reviewed month-end journal entries, general ledgers, other financial reports, and provided support to individual property managers regarding accounting and other financial issues.

Manufacturing, Cost Accounting & Inventory Management
• Analyzed inventory for excess and obsolete exposure in order to determine financial risk (reserve requirements) and optimal inventory levels - coordinated efforts between product line management, marketing, and operations.
• Established global guidelines and procedures for inventory valuation, verification and control - implemented inventory cycle counting (Oracle), and quarter-end cutoff procedures and audit requirements.
• As a product line finance director, worked with operations to balance inventory levels with demand requirements, established and periodically updated inventory restructuring reserves, and reviewed related inventory write-offs.
• Worked with Operations on manufacturing outsourcing efforts - included selection process to actual implementation.
• Worked as a liaison to operations finance regarding cost allocated to the product line from manufacturing operations - Purchase price variance (PPV), fixed operations costs, overhead variances, standards amortization.
• Eliminated inter-company inventory and cost of sales transactions with other domestic and foreign entities.
• Reviewed customer contracts for financial projections, accounting implications, and revenue and cost matching (contract accounting).
• Performed periodic reviews of actual performance versus contractual expectations.

Internal Controls & Process Engineering
• Created, refined, and re-engineered processes and procedures to better utilize financial systems and tools in order to provide more efficient financial operations, compliance with internal and external requirements, and provide actionable data.
• Refined and redesigned daily revenue snapshot and pacing reporting (Excel based) to provide actionable data to management for daily Sales resource allocation.
• Led a finance process improvement team to focus internal reporting toward actionable data - resulted in a 30% reduction in internal reporting enabling a more streamlined forecast and internal reporting cycle.
• Completed all required schedules, information requests, and Sarbanes-Oxley related requirements for internal and external auditors.

M&A Analysis & Post Acquisition Finance/Accounting Integration
• Performed strategic opportunity analysis to support a variety of product portfolio decisions - OEM agreements, outsourcing, acquisitions, and divestitures.
• Represented Finance in all North American merger, acquisition, and divestiture activity - including the coordination of the due diligence process both internally and externally.
• Completed the sale/outsourcing of multiple manufacturing facilities and all related PP&E and employees - negotiated the purchase, supply, and transition services agreements resulting from these transactions.

Systems Expertise: Selected Detail

Microsoft Excel
• Advanced Level Excel User including, pivot tables, graphing presentations (charts, trend lines, axis scales, multiple charts), formula building (IF, And/Or, V-Lookup, H-Lookup, Arrays, etc.), and customization of toolbars.

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

Oracle Financial & ERP Systems
• Extensive experience using Oracle financial systems and related ERP modules. This includes all general ledger related functions and reporting, manufacturing module functionality, demand planning, and Oracle Financial Analyzer.
• Heavy involvement in initial Oracle implementation and subsequent upgrades - process mapping, user acceptance testing, and data validation.
• Conducted revenue accounting process mapping and user acceptance testing for initial Oracle implementation and coordinated future process mapping and testing procedures for subsequent Oracle upgrades.

PeopleSoft - General Ledger & HR Modules
• Proficient user of PeopleSoft general ledger for report generation and financial queries, and minimal usage of PeopleSoft HR module for completion of employee review process and related wage changes.
• Recent involvement in current PeopleSoft upgrade - user acceptance testing and data validation.

Hyperion Essbase
• Proficient user of Essbase Excel add-in tool, including data retrieval and submission (and templates for these activities), report creation, and analytics.
• Coordinated recent upgrade to current Essbase database release - worked with IT to create entire project plan, designed and performed user acceptance testing, and completed data validation.
• Worked closely with IT department to develop two new business intelligence tools - Cognos and Essbase - designed to improve sales force effectiveness and management.

Great Plains
• Evaluated and implemented new Great Plains accounting system - coordinated due diligence process in system selection and converted existing financial information to Great Plains.

Other
• Working experience with the following packages: Microsoft Access, Cognos, Great Plains General Ledger, Peachtree.

Education & Credentials

• Southern Methodist University, The Cox School of Business, MBA
• Baylor University, BBA Accounting and Finance
• CPA, Colorado