Maximizing Shareholder Value Financial Analysis & Management Relationship Nur
turing Change Management Treasury & Accounting Compliance P&L Management Senior financial executive with over fifteen years of successful leadership in d omestic and international manufacturing, general management and business develop ment. A growth and turnaround expert, well versed in leading and supporting stra tegic vision and mission. Communicates effectively, institutes initiatives and d rives them forward to create positive change, efficiency and increased profitabi lity. Service and solutions focused. Track record of successful collaboration with sal es, marketing, operations and manufacturing teams. Leads initiatives, ensures bu dgetary compliance and improves fiscal health and corporate well-being with zero loss in productivity. Drives successful finance campaigns in environments where growth and accountability are paramount. Extensive qualifications in the follo wing competencies: Strategic Planning Executive & Employee Benefits Risk Management & Insurance Financial & Regulatory Compliance Strategic Alliances & Partnerships Program Development & Implementation Cost Analysis & Financial Reporting Direction, Re-engineering of Mission & Focus CAREER SYNOPSIS
Broadway Mechanical-Contractors, Inc., Oakland, CA
2008-Present $38 million mechanical contractor leading design-build projects from high-rise r esidential complexes to commercial buildings, hospitals and airports CHIEF FINANCIAL OFFICER Lead all aspects of the finance function including, accounting, financial planni ng and analysis, risk management, debt financing, cash management, and informati on technology. Serve as key adviser to President and CEO on operational and fina ncial strategies and financial liaison to the BOD. Develop and execute strategi es to position the company for sustainable growth and profitability. * Saved $2 million annually by recommending and leading workforce reductions. * Co-authored a joint venture agreement which is on trend to deliver G&A reducti ons of $1.25 to $1.8 million. * Identified and filed for more than $350,000 in back state tax credits for comp any shareholders. * Decreased number of days to close the month by 30% in order to provide timely information on which financial and strategic decisions can be made. * Lowered sales days outstanding from 62 to 50, reducing line of credit utilizat ion and resulting interest expense. * Successfully completed a new software system conversion, a 10 day transition p eriod, supporting three companies and the entire division's future growth from $ 35 million to well over $100 million in annual sales. Championed the project, se lling to key decision makers and leading the entire process.Multiple legacy prog rams for project managementand accounting were replaced while supporting the com pliance needs of six different labor unions. Shea Homes, Livermore, CA 2005-2008 The largest privately held builder in the USA HEAD OF FINANCE/DIRECTOR Financial manager and primary stakeholder contact for $1 billion in assets encom passing 8,000 residential lots, numerous commercial parcels, school sites and re creational amenities, owned by joint venture with state pension and retirement s ystem. Reported directly to Senior Vice President/Managing Director. Handled per formance reporting to all levels of management and investors. Key developer and provider of effective strategic, financial and human resources planning and info rmation. Controlled spending and budgetary compliance. Handled financial reporti ng and compliance with loan covenants for joint venture partners and syndicated lender groups. * Ensured over $200 million of public improvements reimbursed through various pu blic financing and fee arrangements by established mechanisms and proper procedu res. * Co-facilitated and coordinated therestructuring and creation of three debt fac ilities, rated by Moody's and S&P, in order to successfully exercise a critical land option which was syndicated with over 60 lenders from around the world. * Commended for keeping stakeholders well informed and creating financial contro ls to manage contracting and accounts payables by developing sophisticated finan cial projection models and communication tools; oversight of all financial accou nting functions; debt facilities of $800 million and equity commitments of $860 million. Awarded enrollment in Leadership Training Program at the Center for Cre ative Leadership and additional PTO in recognition of performance. Pulte Homes, Pleasanton, CA 2004-2005 $8 billion corporation and the nation's largest home builder FINANCIAL ANALYST Created, and implemented internal controls and process improvements for accounti ng function of a $300 million division. Managed significant amount of controller work and prepared sales and gross margin projections. Prepared feasibility stud ies for ROR on prospective land acquisitions for home building division. Guided/ mentored area managers to present accurate financial results. * Documented $16.5 million in unrecorded expenses and ensured budget items were correctly recorded. Improved overall month end close efficiency by streamlining recurring accruals/establishing a month end log reconciliation process. * Enhanced the accuracy of feasibility studies by nurturing internal relationshi ps and coordinating land development, construction and sales marketing departmen ts and establishing a highly effective projection accountability environment. * Praised for focusing senior level executives on value-added duties and analysi s by proceduralizing reporting processes and aligning administrative personnel t o take ownership. Integrated Biosystems, Inc., Napa, CA 1999-2003 Supplied technologically-advanced manufacturing solutions to biopharmaceutical i ndustry CONTROLLER Original management team member of a $20 million startup. Established financial accounting, reporting and analysis for US and Swiss office. Implemented and mana ged stock option accounting, forecasting procedures, and tax packages. Handled r egulatory compliance and implemented IT processes. Financial mentor to CEO and B oard, demonstrating GAAP requirements for revenue recognition. * Provided financial management services as employee # 11 when sales were $2 mil lion. Managed growth over the next four years to more than $15 million. * Collected $800,000 in one month to ensure funding for ongoing operations by in itiating financial operations. * Commended for leading successful audits by developing infrastructure, purchasi ng policies, programs and inventory tracking systems. Accurately led the proces sing of 100-150 monthly invoices by authoring procedures and training employees. * Improved collections and cash flow by designing financial statements; establis hing relationships with Genentech/Immunex. * Established banking relationship with Credit Suisse; involved with foreign aud itors and trained staff on V.A.T. returns. * Successfully supported European business growth allowing representatives to fo cus on sales growth by designing financial statements, requiring all foreign tra nsactions to be converted to dollars. * Assisted with the opening of a facility in Missouri and traveled monthly to tr ack assets and inventory. * As a member of the leadership team, established a research and development dep artment and a start-up consulting arm to educate and sell technology to customer s. Lehigh Cement Company, Concord, CA 1997-1998 The world's fourth largest cement producer ACCOUNTING MANAGER Produced financial statements, variance analysis and internal management reports for a $220 million subsidiary. Converted to SAP. Handled $3 million insurance p rogram. Managed roll-out and administration of nationwide purchasing card progra m and trained end-users. * Reduced accounts payable invoices 20% by launching a purchasing program for th e California division. California Oils Corporation, Richmond, CA 1992-1997 The West Coast's premier source for fresh, locally refined, specialty edible oil s SENIOR ACCOUNTANT Managed accounting department for processor/refinery with revenues of $250 milli on, subsidiary of Mitsubishi International. Handled accounting for European port ion of business, including foreign banks, overseas inventory, corporate general ledger sales and costing. EDUCATION
Golden Gate University, San Francisco, CA Scripps College, Claremont, CA
Master of Business Administration degree in Finance Bachelor of Arts degree in International Relations UC Berkeley Extension, Berkeley, CA, Ongoing Coursework in Accounting