Experience

Bi-Mart

• Retail
• 200 - 300 Employee

• Chief Financial Officer

  • Jun 2022 - Present

• Director of Finance

  • Apr 2021 - Jun 2022

• Controller

  • Sep 2018 - Apr 2021



King Estate Winery

• United States
• Beverage Manufacturing
• 1 - 100 Employee

• CFO

  • Feb 2018 - Mar 2018

  Resigned due to corporate restructuring. Resigned due to corporate restructuring.



Timber Products Company

• China
• Consumer Goods

• Corporate Controller

  • Apr 2014 - Jan 2018

  Senior financial leader of multi-state wood products company. Primary responsibilities involve treasury, risk management, and compliance activities. Treasury duties include negotiating debt financing, cash flow management, forecasting, and collecting. Risk management tasks include maintaining corporate insurance, assessing internal controls, and coordinating contract review with legal counsel. Compliance work includes preparing for financial, 401k, defined benefit plan, and governmental… Show more Senior financial leader of multi-state wood products company. Primary responsibilities involve treasury, risk management, and compliance activities. Treasury duties include negotiating debt financing, cash flow management, forecasting, and collecting. Risk management tasks include maintaining corporate insurance, assessing internal controls, and coordinating contract review with legal counsel. Compliance work includes preparing for financial, 401k, defined benefit plan, and governmental audits, and ensuring adherence with bank covenants. Also supervise nine employees, who manage the corporate payroll, AR, AP, and financial reporting functions. In addition, serve as the vehicle fleet manager, administrative controller, and a member of the pension plan committee, which is responsible for plan investments. Project accomplishments include playing a significant role in an ERP system implementation, coordinating professional services RFPs, and assisting in interest rate swap analysis and implementation. Show less Senior financial leader of multi-state wood products company. Primary responsibilities involve treasury, risk management, and compliance activities. Treasury duties include negotiating debt financing, cash flow management, forecasting, and collecting. Risk management tasks include maintaining corporate insurance, assessing internal controls, and coordinating contract review with legal counsel. Compliance work includes preparing for financial, 401k, defined benefit plan, and governmental… Show more Senior financial leader of multi-state wood products company. Primary responsibilities involve treasury, risk management, and compliance activities. Treasury duties include negotiating debt financing, cash flow management, forecasting, and collecting. Risk management tasks include maintaining corporate insurance, assessing internal controls, and coordinating contract review with legal counsel. Compliance work includes preparing for financial, 401k, defined benefit plan, and governmental audits, and ensuring adherence with bank covenants. Also supervise nine employees, who manage the corporate payroll, AR, AP, and financial reporting functions. In addition, serve as the vehicle fleet manager, administrative controller, and a member of the pension plan committee, which is responsible for plan investments. Project accomplishments include playing a significant role in an ERP system implementation, coordinating professional services RFPs, and assisting in interest rate swap analysis and implementation. Show less



C-2 Utility Contractors, LLC

• United States
• Telecommunications

• Controller

  • Feb 2005 - Apr 2014

  Serve as the financial officer of a subsidiary of Dycom Industries, a publicly held company listed on the New York Stock Exchange. Responsibilities include preparing all general ledger entries and reconciliations, reporting extensive financial data to Dycom, filing multi-state property, sales/use, and payroll tax forms, managing $10M of capital assets, including purchases/disposals and calculating depreciation, and reviewing and processing weekly payroll for 200 employees. Also perform… Show more Serve as the financial officer of a subsidiary of Dycom Industries, a publicly held company listed on the New York Stock Exchange. Responsibilities include preparing all general ledger entries and reconciliations, reporting extensive financial data to Dycom, filing multi-state property, sales/use, and payroll tax forms, managing $10M of capital assets, including purchases/disposals and calculating depreciation, and reviewing and processing weekly payroll for 200 employees. Also perform extensive analytic reviews and both financial and cash flow forecasts. Accomplishments include: designed and implemented internal control processes compliant with rigorous Sarbanes-Oxley requirements, successfully coordinated the consolidation of a sister subsidiary, and seamlessly managed the outsourcing of payroll for two companies. Also facilitated several banking transitions and various audits, including sales/use, internal controls, and financial. Show less Serve as the financial officer of a subsidiary of Dycom Industries, a publicly held company listed on the New York Stock Exchange. Responsibilities include preparing all general ledger entries and reconciliations, reporting extensive financial data to Dycom, filing multi-state property, sales/use, and payroll tax forms, managing $10M of capital assets, including purchases/disposals and calculating depreciation, and reviewing and processing weekly payroll for 200 employees. Also perform… Show more Serve as the financial officer of a subsidiary of Dycom Industries, a publicly held company listed on the New York Stock Exchange. Responsibilities include preparing all general ledger entries and reconciliations, reporting extensive financial data to Dycom, filing multi-state property, sales/use, and payroll tax forms, managing $10M of capital assets, including purchases/disposals and calculating depreciation, and reviewing and processing weekly payroll for 200 employees. Also perform extensive analytic reviews and both financial and cash flow forecasts. Accomplishments include: designed and implemented internal control processes compliant with rigorous Sarbanes-Oxley requirements, successfully coordinated the consolidation of a sister subsidiary, and seamlessly managed the outsourcing of payroll for two companies. Also facilitated several banking transitions and various audits, including sales/use, internal controls, and financial. Show less



Campbell-Ewald

• Advertising Services
• 400 - 500 Employee

• Consultant (Manager, Internal Controls and Compliance)

  • Oct 2004 - Dec 2004

  [Temporary Project] Assisted senior financial managers in preparing for Sarbanes-Oxley, Section 404 compliance audit. Provided independent evaluation of internal control system effectiveness and identified potential deficiencies. Assessed possible reporting implications of deficiencies and recommended process improvements. Also performed a tenant lease audit. My findings resulted in the client recovering $107K from the landlord. [Temporary Project] Assisted senior financial managers in preparing for Sarbanes-Oxley, Section 404 compliance audit. Provided independent evaluation of internal control system effectiveness and identified potential deficiencies. Assessed possible reporting implications of deficiencies and recommended process improvements. Also performed a tenant lease audit. My findings resulted in the client recovering $107K from the landlord.



CompView

• United States
• Appliances, Electrical, and Electronics Manufacturing

• Controller

  • May 2000 - Jun 2002

  Managed the treasury and financial functions of a $40M multi-state distribution and system integration company. Implemented cash management tools such as automatic sweeps and a controlled disbursement account, which saved approximately $25K in interest. Renegotiated terms on a note which saved approximately $20K in interest. Effectively facilitated the transition of entire banking relationship. Established financial policies and managed accounting processes, fiscal records, and financial… Show more Managed the treasury and financial functions of a $40M multi-state distribution and system integration company. Implemented cash management tools such as automatic sweeps and a controlled disbursement account, which saved approximately $25K in interest. Renegotiated terms on a note which saved approximately $20K in interest. Effectively facilitated the transition of entire banking relationship. Established financial policies and managed accounting processes, fiscal records, and financial statement preparation. Assessed and implemented appropriate financial and internal controls. Significant achievement was successful design and implementation of job cost accounting system. Show less Managed the treasury and financial functions of a $40M multi-state distribution and system integration company. Implemented cash management tools such as automatic sweeps and a controlled disbursement account, which saved approximately $25K in interest. Renegotiated terms on a note which saved approximately $20K in interest. Effectively facilitated the transition of entire banking relationship. Established financial policies and managed accounting processes, fiscal records, and financial… Show more Managed the treasury and financial functions of a $40M multi-state distribution and system integration company. Implemented cash management tools such as automatic sweeps and a controlled disbursement account, which saved approximately $25K in interest. Renegotiated terms on a note which saved approximately $20K in interest. Effectively facilitated the transition of entire banking relationship. Established financial policies and managed accounting processes, fiscal records, and financial statement preparation. Assessed and implemented appropriate financial and internal controls. Significant achievement was successful design and implementation of job cost accounting system. Show less



Laika (Will Vinton Studios)

• Accounting Manager

  • Apr 1999 - May 2000

  Main duties included managing five employees and all financial functions, generating monthly financial statements, and preparing and analyzing rolling three month cash flow forecast. Also, presented cash management recommendations to the V.P. of Finance, assisted in the formulation of short-term investment strategy, and played a key role in the development of the annual budget and operating plan. Effectively coordinated both an independent financial audit and an IRS tax audit. Prepared and… Show more Main duties included managing five employees and all financial functions, generating monthly financial statements, and preparing and analyzing rolling three month cash flow forecast. Also, presented cash management recommendations to the V.P. of Finance, assisted in the formulation of short-term investment strategy, and played a key role in the development of the annual budget and operating plan. Effectively coordinated both an independent financial audit and an IRS tax audit. Prepared and reviewed various labor variance and job costing analyses. Show less Main duties included managing five employees and all financial functions, generating monthly financial statements, and preparing and analyzing rolling three month cash flow forecast. Also, presented cash management recommendations to the V.P. of Finance, assisted in the formulation of short-term investment strategy, and played a key role in the development of the annual budget and operating plan. Effectively coordinated both an independent financial audit and an IRS tax audit. Prepared and… Show more Main duties included managing five employees and all financial functions, generating monthly financial statements, and preparing and analyzing rolling three month cash flow forecast. Also, presented cash management recommendations to the V.P. of Finance, assisted in the formulation of short-term investment strategy, and played a key role in the development of the annual budget and operating plan. Effectively coordinated both an independent financial audit and an IRS tax audit. Prepared and reviewed various labor variance and job costing analyses. Show less



PwC

• Professional Services
• 700 & Above Employee

• Senior Accountant

  • Feb 1997 - Apr 1999

  Responsible for designing and implementing audit programs for middle market engagements. Middle market clients were generally privately held, with revenue of approximately $25M, in either a service industry or light manufacturing. Other responsibilities included assessing clients’ control procedures and presenting findings and recommendations to upper management and preparing tax returns. Responsible for designing and implementing audit programs for middle market engagements. Middle market clients were generally privately held, with revenue of approximately $25M, in either a service industry or light manufacturing. Other responsibilities included assessing clients’ control procedures and presenting findings and recommendations to upper management and preparing tax returns.



Wieden + Kennedy

• United States
• Advertising Services
• 700 & Above Employee

• International Financial Manager / Production Accounting Manager

  • Jan 1992 - Jan 1997

  Responsible for all financial and accounting operations of a 30 employee, Pan-European office. Total office billings were $30M. Specific duties included managing cash flow in four currencies, client accounting, general ledger account analysis, payroll, corporate tax, billing, collection, and payables. Routinely interacted and negotiated with bankers, clients, auditors, vendors, and tax authorities. Clients included Nike International, Wall Street Journal, and Microsoft. Primary duty… Show more Responsible for all financial and accounting operations of a 30 employee, Pan-European office. Total office billings were $30M. Specific duties included managing cash flow in four currencies, client accounting, general ledger account analysis, payroll, corporate tax, billing, collection, and payables. Routinely interacted and negotiated with bankers, clients, auditors, vendors, and tax authorities. Clients included Nike International, Wall Street Journal, and Microsoft. Primary duty involved managing over $40M in client billings, which included maintaining budgets, facilitating billing, and overseeing overall cash management. Served as project leader on conversion to Accpak accounting system. In addition, approved all media and production payments ($300M annually) and prepared various job costing analyses for the CFO. Show less Responsible for all financial and accounting operations of a 30 employee, Pan-European office. Total office billings were $30M. Specific duties included managing cash flow in four currencies, client accounting, general ledger account analysis, payroll, corporate tax, billing, collection, and payables. Routinely interacted and negotiated with bankers, clients, auditors, vendors, and tax authorities. Clients included Nike International, Wall Street Journal, and Microsoft. Primary duty… Show more Responsible for all financial and accounting operations of a 30 employee, Pan-European office. Total office billings were $30M. Specific duties included managing cash flow in four currencies, client accounting, general ledger account analysis, payroll, corporate tax, billing, collection, and payables. Routinely interacted and negotiated with bankers, clients, auditors, vendors, and tax authorities. Clients included Nike International, Wall Street Journal, and Microsoft. Primary duty involved managing over $40M in client billings, which included maintaining budgets, facilitating billing, and overseeing overall cash management. Served as project leader on conversion to Accpak accounting system. In addition, approved all media and production payments ($300M annually) and prepared various job costing analyses for the CFO. Show less



Baxter Healthcare

• Australia
• 1 - 100 Employee

• Western Area Credit Manager

  • Feb 1989 - Feb 1990

  Supervised 10 employees and managed collection of over $32 million in receivables. Presented monthly collection results to senior management. Prepared various expense and sales adjustment analyses. Routinely interacted and negotiated with hospital administrators in a five state area. Supervised 10 employees and managed collection of over $32 million in receivables. Presented monthly collection results to senior management. Prepared various expense and sales adjustment analyses. Routinely interacted and negotiated with hospital administrators in a five state area.