Project Clients & Past Employers

• Korn/Ferry Futurestep, Inc.
• Nestle Confection & Snacks Division
• Walt Disney Pictures and Television
• Ernst & Young LLP
• Brooks PRI Automation (Global OEM)
• Irv Schechter Company (Talent Agency)
• Fadal Engineering(Machining Company)
• Cinetech, Inc. (Film Restoration and Preservation Company)
• Leegin Leather (Leather accessories manufacturing company)
• ACT networks (Manufactures and develops WAN and other networking products)
• Merchants Home Delivery Service
• PDT, Inc (BioTech)
• Oh Boy! (Frozen Foods)
• Prime Matrix (Wireless Reseller)

Functional Finance & Accounting Experience

Financial Reporting & Accounting
• Supervisory experience in all areas of general accounting, including period-end close, financial reporting, G/L account analysis and reconciliation, journal entries and adjustments, inter-company reconciliation, AP, AR and payroll.
• Prepared financial statements and related footnotes in accordance with GAAP and SEC requirements.
• Internal and external financial reporting, including SEC reporting (10K & 10Q preparation and S-1 filing).
• Consolidated the monthly accounting package for over 20 foreign and domestic entities.
• Performed detailed analysis of contract revenue recognition in accordance with SAB 101.
• Created and reviewed monthly, quarterly and annual cash flow reporting and analysis.
• Streamlined/refined financial reporting process at Nestle, Korn/Ferry Futurestep and at Walt Disney Pictures and Television through Excel.
• Maintained reporting and accounting policies according to GAAP and SEC reporting requirements
• Extensive experience documenting internal controls and preparing narratives, departmental flow charts and analysis & verification of segregation of duties.
• Audit experience in public accounting in the High Tech, Manufacturing and Communications sectors.
• Due diligence and investor reporting.
• Managed cash and banking relationships when company was in violation of debt covenants.
• Worked with bankers, attorneys and auditors in order to complete due diligence requirements for sale of a company.
• Converted books from cash to accrual basis.

Financial Planning & Analysis
• Supervision and training in the area of Finance, specifically forecast, budget and statistical modeling used by management in operations.
• Strategic planning, budgeting and forecasting for established and start-up companies with multiple offices and departments internationally.
• Prepared quarterly forecasts and designed 3-year strategic plan for two OEM business units, partnering with Sales and Operations to determine product mix, margins and sales prices.
• Designed Inventory Slot Plan to aid in identifying problem areas in the production process, which required the preparation of metrics to identify areas in production where lead times could occur.
• Participated in "Pit Bull" meetings to evaluate and restructure company performance in all areas of the business, including production, sales, engineering and finance.
• Assisted in determining headcount reductions, cost savings plans and production schedules.
• Worked with executive management in preparing and presenting company for sale/merger.
• Designed P&Ls and forecasts used by management to analyze the performance of their business.
• Created multiple reports to summarize performance of consultants to determine bonus payout worldwide.
• Developed allocation methodology to allocate G&A costs across international regions.
• Prepared cash requirement analysis and rate of return analysis for potential products to be released by the Product Development group.
• Represented the Finance team in the closure of an East Coast plant and worked with the production team to manage and track closure related costs.
• Created and designed product tracking report to track all approved new products and analyze data compared with financial plan.

Post Acquisition Finance & Accounting Integration
• Key player in coordinating the finance and accounting functions following Brooks acquisition of GPI.
• Aided in the migration of GPI's software package to Brook's system, including G/L , A/P, A/R and inventory modules.
• Integrated budgeting and forecasting models into Brook's company's reporting format.
• Integrated GPI's business processes into Brook's Automation, including the documentation of input/output analysis, Visio flowchart diagrams and best practices integration
• Managed the post merger accounting integration of Cinetech's accounting and finance processes into Accent Media's (acquiring company).

Systems Expertise: Selected Detail

Sap
• Aided in the analyzing and cleansing the Division's inventory master data in preparation for SAP implementation of the inventory module.

Navision
• Managed full implementation of Navision for Korn/Ferry Futurestep from software selection through completion.
• Navision report design and maintenance.

FRX
• FRX report design and maintenance.

Crystal
• Basic report writing

Acuity
• Extensive experience with A/R, A/P and G/L Modules.
• Exporting of data using SQL in order to prepare detail reports.

Glovia Made to Manage
• Implemented and documented accounting and inventory management system.

Pro Amics
• Extensive experience with this project tracking tool.
• Exporting of data using SQL in order to prepare detail reports.

Great Plains
• Intermediate experience with A/R, A/P and G/L Modules.
• Exporting of data using SQL in order to prepare detail reports.

Microsoft Packages
• Powerpoint, Word and advanced Excel including, pivot tables, Multiple worksheet and workbook linking and SQL Queries.
• Creation of databases in Access.
• Automated month end reporting processes utilizing Visual Basic, Excel, Essbase and Access.

Education & Credentials

• Bachelor of Science Accounting and Finance, University of Southern California
• CPA in the state of California