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Click here or scroll down to respond to this candidateCandidate's Name , C.P.A.
PHONE NUMBER AVAILABLE + EMAIL AVAILABLE +
LINKEDIN LINK AVAILABLE + CEDAR PARK, TX Street Address
DIRECTOR OF FINANCE
P & L Focused + Team Leader + Strategic Thinker + Entrepreneurial +
Customer Focused
Innovative + Problem Solver + Approachable
Strategic thinker with long-term track record of system integrations,
process and procedure implementations and documentations, while providing
significant company cost savings and recalibrating the company culture to
be positive, productive and challenging.
Aptitude for generating new and profitable revenue and cost savings
opportunities by identifying and connecting teams to collaborate, clarify,
and execute existing and new processes and projects. Solid interpersonal,
written, and verbal communicator; adept at working well with internal and
external teams at the national and global levels and effectively
communicating highly technical concepts and solutions. Achieve high
standards of ethics and excellence by utilizing effective business
management and leadership skills.
Skills, Knowledge, and Abilities include:
+ Development of effective cross-functional processes and procedures
|+ Financial Statement Compilation |+ Long and short-term Strategic |
|and Analysis |Planning / Executions |
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|+ Cultivating Profitable Key |+ System integration and |
|Relationships |implementation-QB to NS |
| | |
|+ Customer and Vendor Negotiations |+ Subscription and one-off revenue |
| |recognition |
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SELECT ACCOMPLISHMENTS
. Reduced month-end financial reporting closing process by seven (7)
working days per month at Alchemy Systems, providing people cost
savings and departmental efficiencies for the company.
. Led TR-Austin team resulting with turning around the business unit's
EBIDAT and operating income in 2013; improved by 158.4% and 69.3%,
respectively with a 25% reduction in FTE's.
. Improved significant cost savings for Thomson Reuters, dba Highline
Financial, LLC; reducing expenses and cash outflow by over 75%. DSO
improved from 56 days down to 32 days and DPO from 15 days up to over
45 days.
. Collaborated with Highline Financial (HF) CEO through the due
diligence and sale of HF to Thomson Reuters (TR).
. Negotiated $750K contract and led the system implementation for the
Texas Comptroller of Public Accounts of the investment performance and
financial reporting software applications.
. Enhanced the IDM Partners' management team's efficiencies, reducing
headcount from six FTE's to three FTE's and increased cost savings of
$1.5M, impacting all areas of financial, legal and risk management
matters while work volume increased year over year.
. Managed ten accounting staff during the revenue growth from $4M to
$20M in 18 months for ACS Dataline (ACS), currently Black Box. Within
six months of this rapid revenue growth, ACS was listed as one of the
500 fastest growing companies in the country by Inc. 500.
Continued...
Candidate's Name , page 2 of 3
PHONE NUMBER AVAILABLE + EMAIL AVAILABLE +
LINKEDIN LINK AVAILABLE + CEDAR PARK, TX 78613
RELEVANT PROFESSIONAL HISTORY
ALCHEMY SYSTEMS - Austin, TX (2013 to August, 2014)
Corporate Controller
Corporate controller for a fast growing company, recently acquired by a
private equity firm. The primary focus for the company is to rapidly grow
revenue organically and with business acquisitions
. Key point person with NetSuite (NS) and NS OneWorld system integration
for the financial application in the ERP
. Co-lead the external annual audit; first year subsequent to
acquisition of the company by a private equity firm and the addition
of an acquisition of a Canadian based business.
. Lead for month-end financial reporting closing process; allocating
personnel resources to insure internal controls and improve
operational efficiencies; improving the process by seven working days.
Thomson Reuters (TR) (formerly Highline financial, llc). - Austin, TX
(2008 to 2013)
DIRECTOR, FINANCE AND ACCOUNTING
. Managed the Austin, Texas location for TR
. Generated all monthly financial reporting and risk assessment,
reporting to the CEO and private equity investment (PE) firm CEO and
CFO (Spire Capital-NYC). Provided MD&R financial highlights on a
monthly basis. This format of the financial highlights were
subsequently used as a financial reporting requirement for all other
investments of the PE firm, reporting to the PE CEO and CFO.
. Lead in the budget and strategic planning process and execution.
. Maintained and adhered to strong controls for management related
daily, weekly, monthly, quarterly, and annual cash flow.
Saberex Group, LTD. - Austin, TX (2007 to 2008)
DIVISION CONTROLLER
. Oversaw all financial reporting and risk assessment for two divisions
. Collaborated with CEO/Principal in the development of the company's
structured marketing plan for all divisions.
Texas comptroller of public accounts (Tcpa) /
TEXAS TREASURY SAFEKEEPING TRUST COMPANY (TTSTC) - AUSTIN, TX (2002 TO
2006)
FINANCIAL REPORTING MANAGER
. Assimilated State-wide financial information of State issued bonds.
Worked with TCPA programmers to eliminate triplication entry of bond
information to one entry, thereby, the financial information flowed
directly into the bond note data base. This provided process and cost
efficiencies.
. Collaborated with Comptroller's economist with the composition of the
opening letter to the People of the State of Texas in the
Comprehensive Annual Financial Report (CAFR).
. Responsible for TTSTC financial reporting to the Governor's Office and
to the Legislative Budget Board for the State of Texas.
. Oversaw the Fed Line Division-six individuals and the Finance Division-
five individuals.
CONTINUED...
Candidate's Name , page 3 of 3
PHONE NUMBER AVAILABLE + EMAIL AVAILABLE +
LINKEDIN LINK AVAILABLE + CEDAR PARK, TX 78613
RELEVANT PROFESSIONAL HISTORY...CONTINUED
idm partners, ltd. - Austin, TX (1994 to 2001)
DIRECTOR OF FINANCIAL REPORTING AND PLANNING
. Oversaw all financial, tax, legal, cash management, risk management,
and budget and strategic planning activity for thirty to forty legal
entities with six partners
o Types of investments encompassed real estate, high tech
software, high tech manufacturing, golf cart GPS systems,
commercial and residential development, land development and
biotechnology with a net asset value in excess of $50M, up to
600 employees.
. Worked collaboratively with and directed entities' accounting staff
members, reviewed financial reports for GAAP compliance; balance
sheets, income statements, cash flows, and valuations.
. Maintained a strong professional relationship with BofA private
banking group; $15M Line of Credit for a seven year period.
ADDITIONAL HISTORY
ACS DATA LINE - Austin, TX Controller
ROCKWELL COLLINS AVIONICS - Cedar Rapids, IA Senior Financial Analyst
EDUCATION & PROFESSIONAL DEVELOPMENT / TRAINING
Completed coursework towards a
Bachelor of Science (B.S.) in Accounting, Mathematics Minor
UNIVERSITY OF NORTHERN IOWA - Cedar Falls, Iowa
C.P.A. License in Good Standing - Texas State Board of Public Accountancy
Training:
Post Graduate Studies focused in financial analysis at the University of
Iowa, Texas Tech University, and Texas State University
Software Expertise
NetSuite + QuickBooks + Excel + Word + PowerPoint + Project +
Visio + Organically Created ERP Systems
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