CAREER PROFILE

Controller and senior finance executive with a dynamic career leading finance, and accounting functions in high tech, manufacturing, hospitality and transportation industries.  Delivering strong and sustainable financial and operational strategies.  Results oriented manager with accomplishments in operational and business development and a proven ability to identify, develop, and retain high performance teams.

 
QUALIFICATIONS SUMMARY

• Budgeting/Forecasting
  
• Financial Modeling and Reporting
• Proficient in Revenue Recognition
• SOX 404 Controls
• Preparing and Analyzing Financials
• Operational Organization
• AP/AR, G/L, and Payroll
• Cost Accounting/Job Costing
• Led Software Implementation
• Contract/RFP Review and Negotiations
  
• Consolidations
• Manager and Mentor
• GAAP
• Overhead Controls

 PROFESSIONAL EXPERIENCE

Director of Finance and Administration
J-Curve Technologies - Tempe, AZ – Technical and Customer Support Services
11/2013-present

• Head the Finance, Accounting and Human Resources departments.
  
• Manage all aspects of financial planning, budgets, accounting, cash management, risk management and internal controls.
• Provide leadership and direction to ensure timely business plans, budgets, analysis, and financial controls.
• Ensure financial recognition is in accordance with GAAP.
• Develop financial and data models to support business analysis and growth strategies.
• Renegotiate equipment lease in order to reduce expense by 30%.
• Reduce month end closes to 5 days.
• Improved DSO by 20%

 
Finance Manager
Insight (NASDAQ, NSIT) - Tempe, AZ – Hardware and Software IT Solutions
11/2010-08/2013

• Manager with a Fortune 500 company, with over $5 billion in revenue and 5,000 employees.
  
• Managed financial recognition and collection of over $26M in quarterly Supplier Reimbursement funds.
• Directed a team of 12 individuals to ensure accurate, 5 day month end close.
• Ensured financial recognition is in accordance with GAAP.
• Oversaw team to comply with proper execution for internal controls (SOX 404).
• Validated forecasting and budgeting.
• Developed rebate reporting and trending.
• Developed inter-departmental work flow processes to improve efficiencies.
• Built inter-departmental relations.
• Improved knowledge and performance of team.

 

Benefits Finance Manager
US Airways - Tempe, AZ - Airline Transportation
03/2008-07/2010

• Managed costs of benefits plans for Finance and Accounting functions.
  
• Monitored actual costs against forecast and ensure that benefit programs are managed to plan.
• Tracked disability expenditure on self-insured plans and recovered over $1.2M in overpayments.
• Developed international benefit budget and procedures.
• Identified and analyzed claims and other expense trends and recommend control measures.
• Analyzed provider, vendor and plan performance to suggest plan design and cost sharing modifications.
• Collaborated with vendors to ensure cost containment opportunities are sought and optimized.
• Directed invoice analysis and payments for self-funded and fully insured plans.
• Key role in reducing expenses by 8M during RFP and contract renewal negotiations.
• Federal reporting relating to retirees and Medicare.

 

Finance Manager
Laurel Creek Homes - Phoenix, AZ - Manufactured homes manufacturer with product lines ranging from Park Models to HUD and Modular housing.
04/2005-03/2008

• Full responsibility for the strategic planning, development and leadership of entire corporate finance organization of this $20M home manufacturer and separate retail locations; also managed HR and admin staff.
  
• Developed strategic plans for company operations and cost controls to become a low-cost manufacturer, and wrote company wide reporting standards and procedures to maintain consistency.
  
• Instituted strict controls that increased cash flow by 4% and improved operating margins.
• Managed G/L, A/R, A/P, costing/estimating, monthly closes, multi-state payroll, payroll taxes and sales taxes.
• Spearheaded project for software implementation and customization. 
• Maintained stock ledger and wrote company status for board and member reporting.
• Implemented and administered 401k Plan; and secured and developed vendor and banking relationships.

 
Controller
Desert Plastics - Phoenix, Arizona - Plastics Manufacturer of sheeting bags, drop cloths and agriculture sheeting.
04/2001-04/2005

• Directed all accounting and HR functions for a startup plastics manufacturing company with multiple state locations and revenues in excess of $26 million.
  
• Tightened inventory controls and pricing to reduce COGS by 8%. 
• Launched cost savings for direct labor and overhead.
• Managed financial statement output, G/L, A/R, A/P, credit, payroll, taxes and monthly closes. 
• Acquired out of state plant and equipment.
• Strategic planning for company operations and cost controls, forecasted for budgeting purposes. 
• Developed employee retention plans and enhanced employee procedure handbook and policies.
• Provided advice and counsel to the project on Working Capital, Cost of Capital, Controller Policies and Procedures. 

   
EDUCATION
University of Phoenix           Phoenix, Arizona   Bachelor of Science in Accounting  

CPA Candidate – currently testing for CPA (have the required 150 hours)

Volunteering
Institute for Management Accountants - Board Secretary, start April 2016 

 
Computer skills
SAP, Oracle, Navision, Hyperion, Peachtree, Traverse, Platinum, Cyborg, CYMA, Quicken, QuickBooks, Cognos, proficiency and expertise in Microsoft Excel, Word, Access, and Power Point.