Chief Accounting Officer (CAO)

• Dec 2019 - Present

Global Controller

• Sep 2014 - Dec 2019

--Global Controller for newly created Dover Fueling Solutions, which includes Wayne Fueling Systems, Tokheim, and several other companies in retail fueling and other related businesses --External financial reporting lead, including all bank compliance and financial statement filings --Technical accounting lead, including revenue recognition and Wayne policies and procedures --Lead Treasury & Tax functions for DFS globally --Lead coordination with internal and external… Show more --Global Controller for newly created Dover Fueling Solutions, which includes Wayne Fueling Systems, Tokheim, and several other companies in retail fueling and other related businesses --External financial reporting lead, including all bank compliance and financial statement filings --Technical accounting lead, including revenue recognition and Wayne policies and procedures --Lead Treasury & Tax functions for DFS globally --Lead coordination with internal and external auditors --Assist with purchase accounting --Liaison with local regional finance teams in Brazil, Sweden, Canada, China, Italy and UK to ensure consistency and address technical accounting and revenue recognition issues Show less --Global Controller for newly created Dover Fueling Solutions, which includes Wayne Fueling Systems, Tokheim, and several other companies in retail fueling and other related businesses --External financial reporting lead, including all bank compliance and financial statement filings --Technical accounting lead, including revenue recognition and Wayne policies and procedures --Lead Treasury & Tax functions for DFS globally --Lead coordination with internal and external… Show more --Global Controller for newly created Dover Fueling Solutions, which includes Wayne Fueling Systems, Tokheim, and several other companies in retail fueling and other related businesses --External financial reporting lead, including all bank compliance and financial statement filings --Technical accounting lead, including revenue recognition and Wayne policies and procedures --Lead Treasury & Tax functions for DFS globally --Lead coordination with internal and external auditors --Assist with purchase accounting --Liaison with local regional finance teams in Brazil, Sweden, Canada, China, Italy and UK to ensure consistency and address technical accounting and revenue recognition issues Show less

Accounting Director

• Jan 2003 - Sep 2014

--M&A Accounting lead for multiple acquisition targets, including end-to-end process from due diligence through purchase accounting and full integration with Dell. Address diligence and integration issues with all teams involved, including Corp Development, Tax, Treasury, HR, Legal and FP&A. --Led various projects in connection with $25B leveraged buyout by Dell and Silver Lake in Oct 2013, including debt offering circular and other documents issued in conjunction with public debt and… Show more --M&A Accounting lead for multiple acquisition targets, including end-to-end process from due diligence through purchase accounting and full integration with Dell. Address diligence and integration issues with all teams involved, including Corp Development, Tax, Treasury, HR, Legal and FP&A. --Led various projects in connection with $25B leveraged buyout by Dell and Silver Lake in Oct 2013, including debt offering circular and other documents issued in conjunction with public debt and Microsoft debt. Led periodic external company valuation required in conjunction with management equity plan and assisted with debt covenant compliance. --Member of Technical Accounting Team responsible for review of all FASB, IFRS and Regulation FD requirements, including new Revenue Recognition guidance to determine impact to Dell. --Managed Unclaimed Property audit performed by multiple states, including both Securities (common stock) and General Ledger items (uncashed checks and A/R credits). Reestablished contact with owners of $5M+ in Dell securities to prevent escheatment to State jurisdictions. --Led team of seven responsible for month-end close for Dell’s US and Latin America revenue and the Services balance sheet including deferred revenue of $3B+ --Applied revenue recognition accounting principles to determine appropriate recognition or deferral of revenue and costs for service offerings. Functioned as subject matter expert on technical accounting issues related to rev rec and other technical accounting issues, including discussions with executive management, external auditors and segment FP&A teams as well as documentation in accounting policies and memos. --Previously held role in Treasury Accounting as Mgr, Foreign Exchange and Treasury Ops Accounting and managed accounting team responsible for foreign currency, hedge accounting, investments, debt and equity --Established hedge programs to reduce volatility for unhedged exposures Show less --M&A Accounting lead for multiple acquisition targets, including end-to-end process from due diligence through purchase accounting and full integration with Dell. Address diligence and integration issues with all teams involved, including Corp Development, Tax, Treasury, HR, Legal and FP&A. --Led various projects in connection with $25B leveraged buyout by Dell and Silver Lake in Oct 2013, including debt offering circular and other documents issued in conjunction with public debt and… Show more --M&A Accounting lead for multiple acquisition targets, including end-to-end process from due diligence through purchase accounting and full integration with Dell. Address diligence and integration issues with all teams involved, including Corp Development, Tax, Treasury, HR, Legal and FP&A. --Led various projects in connection with $25B leveraged buyout by Dell and Silver Lake in Oct 2013, including debt offering circular and other documents issued in conjunction with public debt and Microsoft debt. Led periodic external company valuation required in conjunction with management equity plan and assisted with debt covenant compliance. --Member of Technical Accounting Team responsible for review of all FASB, IFRS and Regulation FD requirements, including new Revenue Recognition guidance to determine impact to Dell. --Managed Unclaimed Property audit performed by multiple states, including both Securities (common stock) and General Ledger items (uncashed checks and A/R credits). Reestablished contact with owners of $5M+ in Dell securities to prevent escheatment to State jurisdictions. --Led team of seven responsible for month-end close for Dell’s US and Latin America revenue and the Services balance sheet including deferred revenue of $3B+ --Applied revenue recognition accounting principles to determine appropriate recognition or deferral of revenue and costs for service offerings. Functioned as subject matter expert on technical accounting issues related to rev rec and other technical accounting issues, including discussions with executive management, external auditors and segment FP&A teams as well as documentation in accounting policies and memos. --Previously held role in Treasury Accounting as Mgr, Foreign Exchange and Treasury Ops Accounting and managed accounting team responsible for foreign currency, hedge accounting, investments, debt and equity --Established hedge programs to reduce volatility for unhedged exposures Show less

Eastern Regional Controller/Financial Reporting Director

• Nov 1998 - Aug 2001

(formerly Chancellor Media & AMFM Inc) --Served as FP&A lead and financial liaison to Radio Regional VP & Sales Execs. Responsible for monitoring & reporting on Region’s performance & performing strategic analysis to ensure compliance with targeted goals. --Supervised preparation & approval of forecasts & annual budgets for Radio Eastern Region --Coordinated implementation of cost controls & other operating initiatives to enhance regional performance & efficiency --Responsible for… Show more (formerly Chancellor Media & AMFM Inc) --Served as FP&A lead and financial liaison to Radio Regional VP & Sales Execs. Responsible for monitoring & reporting on Region’s performance & performing strategic analysis to ensure compliance with targeted goals. --Supervised preparation & approval of forecasts & annual budgets for Radio Eastern Region --Coordinated implementation of cost controls & other operating initiatives to enhance regional performance & efficiency --Responsible for SEC financial reporting, requiring collaboration with exec mgmt, public accountants & legal counsel --In addition to recurring annual & qtrly reporting, SEC filings included three merger proxy statements, two debt exchange offers & numerous other filings during period of significant growth & M&A activity --Coordinated company response to full review of merger proxy statement by SEC --Assisted with due diligence on sale of 65 radio stations prior to co merger Show less (formerly Chancellor Media & AMFM Inc) --Served as FP&A lead and financial liaison to Radio Regional VP & Sales Execs. Responsible for monitoring & reporting on Region’s performance & performing strategic analysis to ensure compliance with targeted goals. --Supervised preparation & approval of forecasts & annual budgets for Radio Eastern Region --Coordinated implementation of cost controls & other operating initiatives to enhance regional performance & efficiency --Responsible for… Show more (formerly Chancellor Media & AMFM Inc) --Served as FP&A lead and financial liaison to Radio Regional VP & Sales Execs. Responsible for monitoring & reporting on Region’s performance & performing strategic analysis to ensure compliance with targeted goals. --Supervised preparation & approval of forecasts & annual budgets for Radio Eastern Region --Coordinated implementation of cost controls & other operating initiatives to enhance regional performance & efficiency --Responsible for SEC financial reporting, requiring collaboration with exec mgmt, public accountants & legal counsel --In addition to recurring annual & qtrly reporting, SEC filings included three merger proxy statements, two debt exchange offers & numerous other filings during period of significant growth & M&A activity --Coordinated company response to full review of merger proxy statement by SEC --Assisted with due diligence on sale of 65 radio stations prior to co merger Show less

Manager, External Financial Reporting

• Nov 1995 - Nov 1998

--Responsible for all SEC financial reporting, financial section of AMR Annual Report, and quarterly earnings releases --Served as primary investor relations contact for external debt analysts --Supervised two analysts responsible for employee benefits accounting --Coordinated preparation of budget for benefits-related accounts --Resolved financial reporting issues with legal department and external auditors --Coordinated annual audits of 14 AMR benefit plans --Advised senior… Show more --Responsible for all SEC financial reporting, financial section of AMR Annual Report, and quarterly earnings releases --Served as primary investor relations contact for external debt analysts --Supervised two analysts responsible for employee benefits accounting --Coordinated preparation of budget for benefits-related accounts --Resolved financial reporting issues with legal department and external auditors --Coordinated annual audits of 14 AMR benefit plans --Advised senior management on various new accounting pronouncements --Supervised seven analysts and five support staff responsible for accounting for fixed assets, inventory, debt/bonds, AAdvantage, leases, hedging and derivatives ---Responsible for interpretation and enforcement of AMR’s capitalization policy in order to monitor and control capital spending Show less --Responsible for all SEC financial reporting, financial section of AMR Annual Report, and quarterly earnings releases --Served as primary investor relations contact for external debt analysts --Supervised two analysts responsible for employee benefits accounting --Coordinated preparation of budget for benefits-related accounts --Resolved financial reporting issues with legal department and external auditors --Coordinated annual audits of 14 AMR benefit plans --Advised senior… Show more --Responsible for all SEC financial reporting, financial section of AMR Annual Report, and quarterly earnings releases --Served as primary investor relations contact for external debt analysts --Supervised two analysts responsible for employee benefits accounting --Coordinated preparation of budget for benefits-related accounts --Resolved financial reporting issues with legal department and external auditors --Coordinated annual audits of 14 AMR benefit plans --Advised senior management on various new accounting pronouncements --Supervised seven analysts and five support staff responsible for accounting for fixed assets, inventory, debt/bonds, AAdvantage, leases, hedging and derivatives ---Responsible for interpretation and enforcement of AMR’s capitalization policy in order to monitor and control capital spending Show less

Manager, Audit

• Jun 1988 - Oct 1995

Dallas Office--Financial Services Industry --Conducted audits of various public and private companies gaining a wide range of audit and financial reporting experience with emphasis on Financial Services clients --Built and led teams of up to eight auditors working on multiple engagements --Prepared audit reports and handled billing of clients --Participated in rotational assignment from June 1993 to October 1994 at National Headquarters in Montvale, NJ and served as project manager… Show more Dallas Office--Financial Services Industry --Conducted audits of various public and private companies gaining a wide range of audit and financial reporting experience with emphasis on Financial Services clients --Built and led teams of up to eight auditors working on multiple engagements --Prepared audit reports and handled billing of clients --Participated in rotational assignment from June 1993 to October 1994 at National Headquarters in Montvale, NJ and served as project manager for various client service technology and audit operations initiatives Show less Dallas Office--Financial Services Industry --Conducted audits of various public and private companies gaining a wide range of audit and financial reporting experience with emphasis on Financial Services clients --Built and led teams of up to eight auditors working on multiple engagements --Prepared audit reports and handled billing of clients --Participated in rotational assignment from June 1993 to October 1994 at National Headquarters in Montvale, NJ and served as project manager… Show more Dallas Office--Financial Services Industry --Conducted audits of various public and private companies gaining a wide range of audit and financial reporting experience with emphasis on Financial Services clients --Built and led teams of up to eight auditors working on multiple engagements --Prepared audit reports and handled billing of clients --Participated in rotational assignment from June 1993 to October 1994 at National Headquarters in Montvale, NJ and served as project manager for various client service technology and audit operations initiatives Show less