Experience

RJT Compuquest, Inc.

• IT Services and IT Consulting
• 1 - 100 Employee

• V.P. Finance & Operations

  • 2009 - Present

  V.P. Operations & Finance IT Consulting, Strategic Staffing $85 million services company operating in 33 states with 450+ employees. Supervised staff of ten (Accounting, Collections, HR, Legal/Immigration, IT, India and Domestic Operations). • Providing counsel and support to the owners including organization & staffing, job duties, compensation programs, sales commission plans, legal, cashflow and corporate/board. • Prepare annual strategic plan to increase EBITDA and sales. • Consolidation of systems and operations including accounting, time-reporting, recruiting and delivery. • Planned and implemented enhanced use of QuickBooks Online. • Monitoring performance and progress to goals.



Chartsetter

• CFO/COO on Retainer

  • 2006 - 2009

  CFO/COO level consulting activity. This has included * Cashflow and financial management, * Turnaround, * Strategic reorganization, * Start-up, * M&A - buy and sell side * Accounting & Finance * HR, Job Assessments and Performance Evaluations * Real Estate investments * Alternative higher education. Industries include: * Cosmetics contract manufacturer * Packaging Manufacturing * Industrial supply distribution, * Entertainment, * Investment, * Moving & Transport services, * Life settlements, publishing, * Medical, * Real estate, * Non-Profit, * Start-up. Interim CFO for $40 million contract manufacturer with 250 employees. • Developed department budgets. • Oversaw conversion of MAS 90 system. • Designed quoting methodology. Acting President for a $30m, privately held moving service company with 600 employees in 35 branches in 10 states. Supervised staff of eight managers and directors (Finance, Operations, Claims, HR/Risk, Compliance, IT/Programming, Marketing, Sales). * Down-sized corporate offices reducing overhead by approximately $600,000 per year. Prepared a plan to reduce direct and indirect expenses by $500,000. * Developed new incentive programs for executives, regional & branch managers, and sales commissions. * Strengthened safety and customer service training to improve profitability. Automated customer order confirmation processes. Life Insurance Settlements. CFO for a start-up life insurance premium finance, policy origination and settlement company. Supervised staff of two (Accounting Manager, Analyst). * Wrote company business plan securing $60,000,000 commitment for debt and equity. * Developed statistical modeling templates in Excel to support business plan and to model price and value life insurance policies based on database of transactions and trend-analyses. * Maintained books and records for the various companies using Quickbooks.



Goodwill Industries International

• United States
• Non-profit Organizations
• 700 & Above Employee

• COO

  • 2003 - 2006

  $76.5 million company operating 47 retail stores with 1,600 employees. Supervised staff of seven directors (Retail, Finance, HR, IT, Facilities, Safety, Industrial Operations). * Increased same-store retail sales by 28%, from $48m to $62m. Increased Contract sales from $2m to $3m. Total revenue increased from $60m to $76m. * Planned and managed retail operations. Annual same-store sales growth over 10%. Reduced turnover by 35%. * Developed internal recycling operation to save $500,000/yr. * Reduced indirect labor by $400,000/yr. Reduced workers comp expense by $1,000,000. * Managed all facilities including maintenance, security, industrial operations, build-outs, site-locations and leases. * Interfaced with external board of directors. Staffed board committees. Rolled out Sarbox standards and HIPAA.



Marfred Industries

• United States
• Packaging and Containers Manufacturing
• 1 - 100 Employee

• CFO

  • 1994 - 2003

  $50 million, privately-held, custom manufacturing and distribution company with 275 employees. Supervised staff of four (Controller, Credit, HR/Safety, IT/Programming). * Closed two acquisitions and one joint-venture adding $10 million in sales. Managed due diligence and post-close merger. Prepared forecasts, synergistic analyses and legal. * Led restructuring that reduced overhead across multiple divisions by over $1 million. * Negotiated reduction in long-term borrowing rate by 250 basis points, net of market forces. * Increased sales by 50% while reducing Bad Debt expense to under 0.35% of sales. * Strengthened inventory control which lowered average cycle count variances from 5% to below 0.10%. * Responsible for all insurance, benefits and legal. Reduced MOD rate from 134 to 104. * Oversaw IT/system migration, Y2K upgrade and RFP process for new website.



Bank Leumi California

• AVP, Director of Marketing

  • 1989 - 1993

  Responsibilities included credit underwriting, financial analysis and customer relations for real estate, corporate/commercial finance and international trade transactions. Responsibilities included credit underwriting, financial analysis and customer relations for real estate, corporate/commercial finance and international trade transactions.



SAMS, a Division of Macmillan, Inc.

• Co-Author

  • Sep 1990 - Feb 1991

  Co-Authored "Quattro Pro in Business" with author, Chris Van Buren. The book was a wild success. Too bad Quatro pro wasn't. Co-Authored "Quattro Pro in Business" with author, Chris Van Buren. The book was a wild success. Too bad Quatro pro wasn't.