Chief Financial Officer / Chief Operating Officer

• Jun 2021 - Present

Chief Financial Officer

• May 2019 - Jun 2021

• Manage global finance team in Americas, Europe and Asia for private equity owned manufacturer and marketer of fine writing instruments • Steering committee member and finance lead for global implementation of NetSuite for the global entities • Negotiated and completed asset-based financing for the Company’s UK and HK subsidiaries • Led the completion of the initial audit of the Company following acquisition of the Company from its predecessor private equity owner • Prepared and… Show more • Manage global finance team in Americas, Europe and Asia for private equity owned manufacturer and marketer of fine writing instruments • Steering committee member and finance lead for global implementation of NetSuite for the global entities • Negotiated and completed asset-based financing for the Company’s UK and HK subsidiaries • Led the completion of the initial audit of the Company following acquisition of the Company from its predecessor private equity owner • Prepared and presented quarterly financial presentations to the Company’s board of directors and outside lenders Show less • Manage global finance team in Americas, Europe and Asia for private equity owned manufacturer and marketer of fine writing instruments • Steering committee member and finance lead for global implementation of NetSuite for the global entities • Negotiated and completed asset-based financing for the Company’s UK and HK subsidiaries • Led the completion of the initial audit of the Company following acquisition of the Company from its predecessor private equity owner • Prepared and… Show more • Manage global finance team in Americas, Europe and Asia for private equity owned manufacturer and marketer of fine writing instruments • Steering committee member and finance lead for global implementation of NetSuite for the global entities • Negotiated and completed asset-based financing for the Company’s UK and HK subsidiaries • Led the completion of the initial audit of the Company following acquisition of the Company from its predecessor private equity owner • Prepared and presented quarterly financial presentations to the Company’s board of directors and outside lenders Show less

Chief Financial Officer

• 1997 - Apr 2019

• Direct key aspects of finance, sales analysis, budgeting, operations and IT for the North American subsidiary of Victorinox AG, manufacturer and distributor of Victorinox Swiss Army Knives, Watches, Luggage and Cutlery. • Steering committee member and finance team lead for SAP Implementation. Heavily involved in driving project members to a full and complete, on time, implementation across all company functions. • Develop/Nurture banking relationships to oversee treasury functions… Show more • Direct key aspects of finance, sales analysis, budgeting, operations and IT for the North American subsidiary of Victorinox AG, manufacturer and distributor of Victorinox Swiss Army Knives, Watches, Luggage and Cutlery. • Steering committee member and finance team lead for SAP Implementation. Heavily involved in driving project members to a full and complete, on time, implementation across all company functions. • Develop/Nurture banking relationships to oversee treasury functions Managed cash flow and hedging activities for the Swiss Franc. • M&A. Responsible for due diligence, purchase accounting/valuations, and integration related to the following transactions: o TRG Accessories- $90M former licensee of Victorinox and Wenger Travel Gear. o Epicurean Cutting Surfaces- $15M manufacturer of cutting boards and utensils. o Wenger NA- $15M distributor of Wenger Genuine Swiss Army Knives and Watches. • Point person to outside audit/tax firm as well dealing with the IRS on federal, employment and international tax matters. Completed several transfer pricing studies. No significant issues with any IRS audits. • Risk management: Liaison with outside counsel for legal matters and contracts , maintenance of insurance policies and oversight of credit function. • Plan Administrator for the Company’s 401(k) and pension plans. • Implementation and calculation of sales bonus plans. • Championed the transition of the Company's apparel business, from a licensed arrangement to a direct model. • Set-up and initially responsible for the firm’s retail structure for the opening of their first U.S. retail store and factory store. • Negotiated numerous lease/sublease transactions. • Accountable for SEC reporting while Swiss Army was a publicly held company. Significant involvement in various transactions during the public to private process. • Preparation of audited financial statements in accordance with US GAAP. Show less • Direct key aspects of finance, sales analysis, budgeting, operations and IT for the North American subsidiary of Victorinox AG, manufacturer and distributor of Victorinox Swiss Army Knives, Watches, Luggage and Cutlery. • Steering committee member and finance team lead for SAP Implementation. Heavily involved in driving project members to a full and complete, on time, implementation across all company functions. • Develop/Nurture banking relationships to oversee treasury functions… Show more • Direct key aspects of finance, sales analysis, budgeting, operations and IT for the North American subsidiary of Victorinox AG, manufacturer and distributor of Victorinox Swiss Army Knives, Watches, Luggage and Cutlery. • Steering committee member and finance team lead for SAP Implementation. Heavily involved in driving project members to a full and complete, on time, implementation across all company functions. • Develop/Nurture banking relationships to oversee treasury functions Managed cash flow and hedging activities for the Swiss Franc. • M&A. Responsible for due diligence, purchase accounting/valuations, and integration related to the following transactions: o TRG Accessories- $90M former licensee of Victorinox and Wenger Travel Gear. o Epicurean Cutting Surfaces- $15M manufacturer of cutting boards and utensils. o Wenger NA- $15M distributor of Wenger Genuine Swiss Army Knives and Watches. • Point person to outside audit/tax firm as well dealing with the IRS on federal, employment and international tax matters. Completed several transfer pricing studies. No significant issues with any IRS audits. • Risk management: Liaison with outside counsel for legal matters and contracts , maintenance of insurance policies and oversight of credit function. • Plan Administrator for the Company’s 401(k) and pension plans. • Implementation and calculation of sales bonus plans. • Championed the transition of the Company's apparel business, from a licensed arrangement to a direct model. • Set-up and initially responsible for the firm’s retail structure for the opening of their first U.S. retail store and factory store. • Negotiated numerous lease/sublease transactions. • Accountable for SEC reporting while Swiss Army was a publicly held company. Significant involvement in various transactions during the public to private process. • Preparation of audited financial statements in accordance with US GAAP. Show less

Audit Manager

• Sep 1987 - Feb 1997

• Successfully planned and directed the performance of concurrent financial audits for a diverse set of clients ranging from emerging businesses to multinational companies in the telecommunications, distribution, service, manufacturing, not-for-profit, and finance industries. • Administered all aspects of audit engagements including fee negotiations, staff coordination and training, resolution of audit issues, and financial statement preparation. • Effectively advised senior management… Show more • Successfully planned and directed the performance of concurrent financial audits for a diverse set of clients ranging from emerging businesses to multinational companies in the telecommunications, distribution, service, manufacturing, not-for-profit, and finance industries. • Administered all aspects of audit engagements including fee negotiations, staff coordination and training, resolution of audit issues, and financial statement preparation. • Effectively advised senior management and audit committees on the effects of significant transactions, new accounting pronouncements, SEC reporting requirements and internal control recommendations. • As engagement manager completed the following public company offerings: o IPO for a wireless cable company. o IPO for a manufacturer of automobile parts. o Initial $300 million debt offering and secondary $200 million debt offering for a large cable company. • Extensive experience in SEC Form 10-Q/10-K /S-1 filings and completion of comfort letters for underwriters. Show less • Successfully planned and directed the performance of concurrent financial audits for a diverse set of clients ranging from emerging businesses to multinational companies in the telecommunications, distribution, service, manufacturing, not-for-profit, and finance industries. • Administered all aspects of audit engagements including fee negotiations, staff coordination and training, resolution of audit issues, and financial statement preparation. • Effectively advised senior management… Show more • Successfully planned and directed the performance of concurrent financial audits for a diverse set of clients ranging from emerging businesses to multinational companies in the telecommunications, distribution, service, manufacturing, not-for-profit, and finance industries. • Administered all aspects of audit engagements including fee negotiations, staff coordination and training, resolution of audit issues, and financial statement preparation. • Effectively advised senior management and audit committees on the effects of significant transactions, new accounting pronouncements, SEC reporting requirements and internal control recommendations. • As engagement manager completed the following public company offerings: o IPO for a wireless cable company. o IPO for a manufacturer of automobile parts. o Initial $300 million debt offering and secondary $200 million debt offering for a large cable company. • Extensive experience in SEC Form 10-Q/10-K /S-1 filings and completion of comfort letters for underwriters. Show less