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Summary
I am seeking new opportunities to bring a firm to the next level of success.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Kelseyville Lumber & Building Supply Co. A 30 million building products and home improvement co. | Director / VP | 3/2005 - 10/2009 |
| MRG & Associates | Executive | 1/2001 - 12/2005 |
| AAMI Corp, a 45 million , Multi-state manufacturing co. | Executive | 12/1994 - 10/2002 |
| JMB Realty - (32B Real Estate Firm) | Director / VP | 6/1982 - 12/1994 |
| Arthur Andersen LLP - (Big4 CPA Firm) | Individual Contributor | 6/1978 - 6/1982 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Mendocino College | Spanish | 1998 | Specialist Degree |
| Michigan State University | Finance & Computer Science | 1977 | Master Degree |
Job Details
Highlights:
Orchestrated an effective, collaborative financial planning and forecasting process for the business. Created intricate financial models and templates to develop 3-year strategic plans, laying the foundation for sustained profitable growth and anticipating industry and market trends. Developed annual operating budgets with tactical strategies and defined measures of success. Provided meaningful and timely analysis for Executive Management. Published comprehensive monthly reporting package providing information and insightful analysis of the Company’s financial performance including trends in key indicators and plan variances for executive team. Developed and maintained financial metrics critical to the Company’s success for the business scorecard. Built and maintained trusting relationships with executive management and peers across many departments. Collaborated with department managers to understand their businesses and their impact on the total line of business. Influenced the development of accounting policies & methodologies to ensure proper internal controls; ensured proper implementation. Researched and communicated Risks & Opportunities, along with mitigating factors and alternatives, to Executive Management for action. Lead various finance-related analytical projects as directed by Owner, including staffing analysis, profitability analysis, overhead and support costs analysis, business case development, and organizational transitions. Financial Advisor for the centralized management team with six departments. Direct supervisor of the accounting department manager as well as influencing the people and process for the eight member management team without having direct supervisory responsibility.
Job Skills
Keywords
Responsibilities
Create the organization’s strategic plan and collaborate with banking officials and investors in the review of financial reports and loan proposals.
Drive costs down through operational efficiencies and price negotiations.
Merge multiple financial reporting systems through strategic alliances, marketing and business development initiatives along with critical positioning of the organization resources and a high level of involvement in daily operations.
Slash operating expenses
