Vice President, Finance And Operations

• Jul 2022 - Present

Director, Finance and Operations

• Mar 2018 - Jul 2022

Controller, Finance/Business Operations

• Dec 2016 - Mar 2018

* Develop sound financial and operations processes * Establish forecasting, performance metrics and dashboard reporting * Oversee accounting, inventory, purchasing and build operations staff * Select, implement and train for new ERP system * Develop metrics and tracking systems for major cost drivers within product lines and cost centers * Build and report budgets, sales forecasts and operations spend * Evaluate and establish internal controls over accounting, production and… Show more * Develop sound financial and operations processes * Establish forecasting, performance metrics and dashboard reporting * Oversee accounting, inventory, purchasing and build operations staff * Select, implement and train for new ERP system * Develop metrics and tracking systems for major cost drivers within product lines and cost centers * Build and report budgets, sales forecasts and operations spend * Evaluate and establish internal controls over accounting, production and inventory sectors

Sr. Cost Accountant

• Jul 2016 - Nov 2016

* Substantial audit review and financial statement remediation effort * Labor/overhead modeling * Oversee 52 SOX controls related to Inventory and Costing * WIP cancellation analysis * Inventory valuation to GL reconciliation with significant interaction with teams providing data sets * Substantial audit review and financial statement remediation effort * Labor/overhead modeling * Oversee 52 SOX controls related to Inventory and Costing * WIP cancellation analysis * Inventory valuation to GL reconciliation with significant interaction with teams providing data sets

Cost Accounting Manager/Navision Support Team Mgr

• Aug 2015 - Jul 2016

Cost Accounting Manager, Aug 2015 – Present • Responsible for all aspects of cost accounting • Assist with consolidation of new company – training, best practices, process definition/consolidation • Ensure audit, GAAP and SOX compliance related to cost • Prepare/present financial data and ad hoc reporting to executive management • All cost duties as listed below NAV Support Manager, Aug 2015 – Present • Manage and develop Microsoft Dynamics Navision support… Show more Cost Accounting Manager, Aug 2015 – Present • Responsible for all aspects of cost accounting • Assist with consolidation of new company – training, best practices, process definition/consolidation • Ensure audit, GAAP and SOX compliance related to cost • Prepare/present financial data and ad hoc reporting to executive management • All cost duties as listed below NAV Support Manager, Aug 2015 – Present • Manage and develop Microsoft Dynamics Navision support team • Coordinate current/select replacement for third party development team • Define and implement team policies and best practices • Metric definition and reporting • Project initiatives: create end user training library, permissions/security assessment and remap, develop self-auditing processes • Significant company-wide process improvements as system remaps to business needs

Cost Accountant III

• Jan 2014 - Aug 2015

• Responsible for all aspects of cost accounting operations and overseeing daily activity, including inventory overview/flow, work order and variance analysis as well as all aspects of cost accounting. • Compile and analyze financial information, ensure accurate/timely ME/QE/YE close. • Conduct inventory valuation and analysis, ME inventory reconciliations of raw materials, finished goods and WIP. • Develop monthly inventory package that reports inventory valuations, excess and… Show more • Responsible for all aspects of cost accounting operations and overseeing daily activity, including inventory overview/flow, work order and variance analysis as well as all aspects of cost accounting. • Compile and analyze financial information, ensure accurate/timely ME/QE/YE close. • Conduct inventory valuation and analysis, ME inventory reconciliations of raw materials, finished goods and WIP. • Develop monthly inventory package that reports inventory valuations, excess and obsolescence requirements as well as cost adjustment analysis. • Assist in development and implementation of new procedures and features to enhance the workflow of the cost accounting process. • Prepare and present financial data and ad hoc reports to VP Corporate Controller and other executive management. • Develop and monitor labor and overhead burden rates. • Provide audit support for physical inventory. • Work closely with manufacturing teams to monitor work order and BOM anomalies, investigate and resolve issues directly and execute corrective actions to prevent future occurrences. • Work closely with Item Master records, serve as Finance liaison for parts definitions. • Coordinate with purchasing, logistics and accounts payable to ensure proper recording of un-invoiced receipts • Ensure production costs are properly allocated between COGS and Fixed Assets each period. • Develop metrics and tracking systems for major cost drivers within product lines and cost centers. • Evaluate internal controls over production reporting and inventory, assist in formulating policies and procedures consistent with Company goals.

Project Cost/Inventory Acct

• Jun 2004 - Dec 2013

HART INTERCIVIC — Austin, TX Hart InterCivic is a leading national provider of proven election voting systems, management products and services - total solutions for state-, county- and city- level elections. The Hart labor pool consists of top-level, team players with a high level of efficiency, productivity and customer service. I was responsible for the entire project cost life cycle from contract analysis to final costing and reporting, ensuring timely movement of billing and… Show more HART INTERCIVIC — Austin, TX Hart InterCivic is a leading national provider of proven election voting systems, management products and services - total solutions for state-, county- and city- level elections. The Hart labor pool consists of top-level, team players with a high level of efficiency, productivity and customer service. I was responsible for the entire project cost life cycle from contract analysis to final costing and reporting, ensuring timely movement of billing and revenue recognition as well as monthly close procedures, sales and cost analysis and process improvement and development. Strong emphasis on inventory and management/controls of all warehousing/inventory locations. • Responsible for entire accounting project life cycle from contract analysis to final costing/reporting • Lead Project Accountant – billing, revenue recognition, cost, variance and margin analysis • Inventory analysis - valuation, cycle count, remote site reporting, obsolescence, special reserves and complex routing/tracking of inventory movement • Ensure RMA accuracy – revenue, billing, depot consumption, depot reporting and analysis • Royalty, warranty and commissions reporting • License and support billing, revenue recognition, cost and extended hardware warranty transactions • Solomon contact lead for order management, inventory, projects and initial upgrade work • ME/YE close roll up for voting systems (HVS/ePB), lease and license and support, sales and cost analysis (all product lines) and department financial review Show less HART INTERCIVIC — Austin, TX Hart InterCivic is a leading national provider of proven election voting systems, management products and services - total solutions for state-, county- and city- level elections. The Hart labor pool consists of top-level, team players with a high level of efficiency, productivity and customer service. I was responsible for the entire project cost life cycle from contract analysis to final costing and reporting, ensuring timely movement of billing and… Show more HART INTERCIVIC — Austin, TX Hart InterCivic is a leading national provider of proven election voting systems, management products and services - total solutions for state-, county- and city- level elections. The Hart labor pool consists of top-level, team players with a high level of efficiency, productivity and customer service. I was responsible for the entire project cost life cycle from contract analysis to final costing and reporting, ensuring timely movement of billing and revenue recognition as well as monthly close procedures, sales and cost analysis and process improvement and development. Strong emphasis on inventory and management/controls of all warehousing/inventory locations. • Responsible for entire accounting project life cycle from contract analysis to final costing/reporting • Lead Project Accountant – billing, revenue recognition, cost, variance and margin analysis • Inventory analysis - valuation, cycle count, remote site reporting, obsolescence, special reserves and complex routing/tracking of inventory movement • Ensure RMA accuracy – revenue, billing, depot consumption, depot reporting and analysis • Royalty, warranty and commissions reporting • License and support billing, revenue recognition, cost and extended hardware warranty transactions • Solomon contact lead for order management, inventory, projects and initial upgrade work • ME/YE close roll up for voting systems (HVS/ePB), lease and license and support, sales and cost analysis (all product lines) and department financial review Show less

GL/Cost Accountant

• Feb 2003 - Dec 2003

Austin Semiconductor, Inc. (ASI) is a leading supplier of high reliability (HI-REL) as well as plastic encapsulated semiconductor products and services. • Implement manufacturing costing system to assess workflow gaps, process inefficiencies, part/labor cost by process and employee productivity • Establish labor and materials costing standards, reporting and workflow process. • Month end close procedures, financial review and trend analysis • Special projects & GL functions for… Show more Austin Semiconductor, Inc. (ASI) is a leading supplier of high reliability (HI-REL) as well as plastic encapsulated semiconductor products and services. • Implement manufacturing costing system to assess workflow gaps, process inefficiencies, part/labor cost by process and employee productivity • Establish labor and materials costing standards, reporting and workflow process. • Month end close procedures, financial review and trend analysis • Special projects & GL functions for controller/ASI parent company Show less Austin Semiconductor, Inc. (ASI) is a leading supplier of high reliability (HI-REL) as well as plastic encapsulated semiconductor products and services. • Implement manufacturing costing system to assess workflow gaps, process inefficiencies, part/labor cost by process and employee productivity • Establish labor and materials costing standards, reporting and workflow process. • Month end close procedures, financial review and trend analysis • Special projects & GL functions for… Show more Austin Semiconductor, Inc. (ASI) is a leading supplier of high reliability (HI-REL) as well as plastic encapsulated semiconductor products and services. • Implement manufacturing costing system to assess workflow gaps, process inefficiencies, part/labor cost by process and employee productivity • Establish labor and materials costing standards, reporting and workflow process. • Month end close procedures, financial review and trend analysis • Special projects & GL functions for controller/ASI parent company Show less

Cost Accountant - Satellite Equip Division

• Dec 2000 - Feb 2003

Establish valid inventory and internal audit processes, keep management informed of asset levels and variance metrics, serve as technical accounting lead for software implementation and perform month end close procedures including BOD reporting. Cost Accountant – Satellite Equipment Division, Dec 2000 – Feb 2003 • Audit analysis: programmer payables, large vendor audit (Motorola), cash apps accuracy between software systems • Inventory management/valuation/analysis – approx… Show more Establish valid inventory and internal audit processes, keep management informed of asset levels and variance metrics, serve as technical accounting lead for software implementation and perform month end close procedures including BOD reporting. Cost Accountant – Satellite Equipment Division, Dec 2000 – Feb 2003 • Audit analysis: programmer payables, large vendor audit (Motorola), cash apps accuracy between software systems • Inventory management/valuation/analysis – approx $13M • Project cost/tracking including all sales/financial reporting with margin and BOD reporting • GL accounting including month/year-end close, journal entries, account reconciliations and trend analysis • System conversion lead: MAS90/Quickbooks platform to JDEdwards/Siebel environment including functional requirements, implementation strategy, data scrub, process flow definition and final system evaluation. • Super-user admin function for accounting and inventory users

Corporate Staff Accountant

• Mar 2000 - Dec 2000

Ensure accurate reporting in general ledger through account reconciliation and analysis. I managed our daily cash requirements based on bank presentment reporting, fund balance requirements and special notifications from the bank. Several special accounting projects including customer roll out tracking by segment and convention presentations. Audit, close and tax responsibilities. Staff Accountant – Corporate, Mar 2000 – Dec 2000 • Daily cash analysis and funding sweeps • Sales and… Show more Ensure accurate reporting in general ledger through account reconciliation and analysis. I managed our daily cash requirements based on bank presentment reporting, fund balance requirements and special notifications from the bank. Several special accounting projects including customer roll out tracking by segment and convention presentations. Audit, close and tax responsibilities. Staff Accountant – Corporate, Mar 2000 – Dec 2000 • Daily cash analysis and funding sweeps • Sales and property tax reporting • Month end close procedures, journal entries and account analysis • Special events accounting

Accountant Specialist - A/R Corporate

• Jun 1999 - Mar 2000

One of five accountants for monitoring and reconciling corporate A/R payment accounts (prepaid, e-check, MasterCard, Visa and POS) with significant volume of reconciling issues every month. I was instrumental in developing accuracy procedures for Dell’s cash applications and refund check processing teams that lowered the number of reconciling items considerably. Close and process improvement responsibilities. • Project lead: aged reconciling items (7,216 items aged +2… Show more One of five accountants for monitoring and reconciling corporate A/R payment accounts (prepaid, e-check, MasterCard, Visa and POS) with significant volume of reconciling issues every month. I was instrumental in developing accuracy procedures for Dell’s cash applications and refund check processing teams that lowered the number of reconciling items considerably. Close and process improvement responsibilities. • Project lead: aged reconciling items (7,216 items aged +2 years) • Project lead: reconciling item reduction task force • System enhancements/improved workflow analysis: DOMS archive, automated refund checks • Account management: prepaid and e-check • Month end closing functions, journal entries, reconciliations and analysis. Show less One of five accountants for monitoring and reconciling corporate A/R payment accounts (prepaid, e-check, MasterCard, Visa and POS) with significant volume of reconciling issues every month. I was instrumental in developing accuracy procedures for Dell’s cash applications and refund check processing teams that lowered the number of reconciling items considerably. Close and process improvement responsibilities. • Project lead: aged reconciling items (7,216 items aged +2… Show more One of five accountants for monitoring and reconciling corporate A/R payment accounts (prepaid, e-check, MasterCard, Visa and POS) with significant volume of reconciling issues every month. I was instrumental in developing accuracy procedures for Dell’s cash applications and refund check processing teams that lowered the number of reconciling items considerably. Close and process improvement responsibilities. • Project lead: aged reconciling items (7,216 items aged +2 years) • Project lead: reconciling item reduction task force • System enhancements/improved workflow analysis: DOMS archive, automated refund checks • Account management: prepaid and e-check • Month end closing functions, journal entries, reconciliations and analysis. Show less