Stephen Birnbaum, CPA
Consulting CFO at TGG Accounting- Claim this Profile
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Bio
Randy Sprout
Steve joined our team at Chevron and in very little time proved his remarkable value with exceptional financial and strategic leadership. He is indispensable. We then recruited him as part of an elite team that transitioned to Smart Wires and there he continued to perform as one of our highest-rated employees. Smart Wires recognized Steve with the Impact Award which is specially reserved for employees who achieve mission-critical status. Steve’s superior judgment, recommendations and his accurate synthesis of our financial and operational data allowed better decisions throughout our executive team, directly leading to our growth and success through optimization and prioritization of scarce resources. His work was consistently perfect. Steve was also a major factor in our development of a world-class positive culture and extremely happy employees. Steve’s character, high integrity and commitment to our company values is the reason we selected him to be our ambassador to all new employees and present the details of our culture.
LinkedIn User
I was lucky to work with Stephen and having both a mentor and a friend, he knows how to get the best out of people. Steve was my direct manager at Smart Wires and we tackled together a series of challenges that the Finance team faced at the moment. His ability to manage and lead difficult and multiple work streams with a pragmatic approach enabled the FP&A team to guide senior leadership effectively, go through multiple fundraising rounds and an IPO successfully. I recommend Steve as a highly experienced Finance leader that will add value to any organization he decides to join.
Randy Sprout
Steve joined our team at Chevron and in very little time proved his remarkable value with exceptional financial and strategic leadership. He is indispensable. We then recruited him as part of an elite team that transitioned to Smart Wires and there he continued to perform as one of our highest-rated employees. Smart Wires recognized Steve with the Impact Award which is specially reserved for employees who achieve mission-critical status. Steve’s superior judgment, recommendations and his accurate synthesis of our financial and operational data allowed better decisions throughout our executive team, directly leading to our growth and success through optimization and prioritization of scarce resources. His work was consistently perfect. Steve was also a major factor in our development of a world-class positive culture and extremely happy employees. Steve’s character, high integrity and commitment to our company values is the reason we selected him to be our ambassador to all new employees and present the details of our culture.
LinkedIn User
I was lucky to work with Stephen and having both a mentor and a friend, he knows how to get the best out of people. Steve was my direct manager at Smart Wires and we tackled together a series of challenges that the Finance team faced at the moment. His ability to manage and lead difficult and multiple work streams with a pragmatic approach enabled the FP&A team to guide senior leadership effectively, go through multiple fundraising rounds and an IPO successfully. I recommend Steve as a highly experienced Finance leader that will add value to any organization he decides to join.
Randy Sprout
Steve joined our team at Chevron and in very little time proved his remarkable value with exceptional financial and strategic leadership. He is indispensable. We then recruited him as part of an elite team that transitioned to Smart Wires and there he continued to perform as one of our highest-rated employees. Smart Wires recognized Steve with the Impact Award which is specially reserved for employees who achieve mission-critical status. Steve’s superior judgment, recommendations and his accurate synthesis of our financial and operational data allowed better decisions throughout our executive team, directly leading to our growth and success through optimization and prioritization of scarce resources. His work was consistently perfect. Steve was also a major factor in our development of a world-class positive culture and extremely happy employees. Steve’s character, high integrity and commitment to our company values is the reason we selected him to be our ambassador to all new employees and present the details of our culture.
LinkedIn User
I was lucky to work with Stephen and having both a mentor and a friend, he knows how to get the best out of people. Steve was my direct manager at Smart Wires and we tackled together a series of challenges that the Finance team faced at the moment. His ability to manage and lead difficult and multiple work streams with a pragmatic approach enabled the FP&A team to guide senior leadership effectively, go through multiple fundraising rounds and an IPO successfully. I recommend Steve as a highly experienced Finance leader that will add value to any organization he decides to join.
Randy Sprout
Steve joined our team at Chevron and in very little time proved his remarkable value with exceptional financial and strategic leadership. He is indispensable. We then recruited him as part of an elite team that transitioned to Smart Wires and there he continued to perform as one of our highest-rated employees. Smart Wires recognized Steve with the Impact Award which is specially reserved for employees who achieve mission-critical status. Steve’s superior judgment, recommendations and his accurate synthesis of our financial and operational data allowed better decisions throughout our executive team, directly leading to our growth and success through optimization and prioritization of scarce resources. His work was consistently perfect. Steve was also a major factor in our development of a world-class positive culture and extremely happy employees. Steve’s character, high integrity and commitment to our company values is the reason we selected him to be our ambassador to all new employees and present the details of our culture.
LinkedIn User
I was lucky to work with Stephen and having both a mentor and a friend, he knows how to get the best out of people. Steve was my direct manager at Smart Wires and we tackled together a series of challenges that the Finance team faced at the moment. His ability to manage and lead difficult and multiple work streams with a pragmatic approach enabled the FP&A team to guide senior leadership effectively, go through multiple fundraising rounds and an IPO successfully. I recommend Steve as a highly experienced Finance leader that will add value to any organization he decides to join.
Credentials
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CPA - License Currently Inactive
Washington State Board of AccountancyJan, 1995- Sep, 2024 -
Six Sigma Green Belt
GE Capital
Experience
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TGG Accounting
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United States
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Accounting
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1 - 100 Employee
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Consulting CFO
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Feb 2023 - Present
TGG Accounting's mission is to make business owners' lives better through excellent financial management. As a Consulting CFO, I build trusted relationships with business owners and provided value-added ideas to help them grow their businesses and become more profitable. TGG Accounting's mission is to make business owners' lives better through excellent financial management. As a Consulting CFO, I build trusted relationships with business owners and provided value-added ideas to help them grow their businesses and become more profitable.
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Sense Biodetection Ltd.
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United Kingdom
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Medical Equipment Manufacturing
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1 - 100 Employee
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VP of Finance
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2021 - 2022
Hands-on executive partner for long-range planning, inventory management for privately-owned biomedical diagnostics organization with 85 FTEs focused on point-of-care diagnostic products for healthcare providers and patients. Inventory Management – Spearheaded modeling and analysis leading to timely and informed decision-making to increase understanding of COGS, gross margins, while maximizing manufacturing goals. Executive Partner – Collaborated with senior executives (CFO, COO… Show more Hands-on executive partner for long-range planning, inventory management for privately-owned biomedical diagnostics organization with 85 FTEs focused on point-of-care diagnostic products for healthcare providers and patients. Inventory Management – Spearheaded modeling and analysis leading to timely and informed decision-making to increase understanding of COGS, gross margins, while maximizing manufacturing goals. Executive Partner – Collaborated with senior executives (CFO, COO and CCO) to identify production targets based on inventory supply constraints, costs, and commercial demand. Quality of information delivered a 20% reduction in lead times and 30% reduction in costs. Long-Range Planning – Generated multiple long-term financial planning scenarios resulting in over $30M in equity fundraising. Other Special Projects – Mobilized ERP vendor selection effort, oversaw weekly cash management to optimize use of invested capital, and expedited the adoption of the company’s FP&A tool. Show less Hands-on executive partner for long-range planning, inventory management for privately-owned biomedical diagnostics organization with 85 FTEs focused on point-of-care diagnostic products for healthcare providers and patients. Inventory Management – Spearheaded modeling and analysis leading to timely and informed decision-making to increase understanding of COGS, gross margins, while maximizing manufacturing goals. Executive Partner – Collaborated with senior executives (CFO, COO… Show more Hands-on executive partner for long-range planning, inventory management for privately-owned biomedical diagnostics organization with 85 FTEs focused on point-of-care diagnostic products for healthcare providers and patients. Inventory Management – Spearheaded modeling and analysis leading to timely and informed decision-making to increase understanding of COGS, gross margins, while maximizing manufacturing goals. Executive Partner – Collaborated with senior executives (CFO, COO and CCO) to identify production targets based on inventory supply constraints, costs, and commercial demand. Quality of information delivered a 20% reduction in lead times and 30% reduction in costs. Long-Range Planning – Generated multiple long-term financial planning scenarios resulting in over $30M in equity fundraising. Other Special Projects – Mobilized ERP vendor selection effort, oversaw weekly cash management to optimize use of invested capital, and expedited the adoption of the company’s FP&A tool. Show less
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Smart Wires
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United States
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Appliances, Electrical, and Electronics Manufacturing
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100 - 200 Employee
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Senior Director, Financial Operations
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2014 - 2022
Directed daily financial operations for a public, renewable energy organization with 200 FTEs providing innovative technologies to enhance electricity delivery around the globe. System Optimization – Championed the implementation of NetSuite Manufacturing to successfully increase productivity and efficiency across the business leading to a 30% increase in productivity. Relationship Management - Trusted with managing the relationship as the primary point of contact for the… Show more Directed daily financial operations for a public, renewable energy organization with 200 FTEs providing innovative technologies to enhance electricity delivery around the globe. System Optimization – Championed the implementation of NetSuite Manufacturing to successfully increase productivity and efficiency across the business leading to a 30% increase in productivity. Relationship Management - Trusted with managing the relationship as the primary point of contact for the company’s most critical partner - one of the world’s largest contract manufacturers. Primary Finance Partner for COO – Drove inventory supply-side management with development of standard costs, bills of materials management across multiple SKU’s, cycle counts, lead times, NRV, obsolescence, monthly inventory reconciliations, and inventory SME for audit. Fundraising –Key contributor to the company’s successful public offering and heavily involved in over $100M in successful private equity and debt financing rounds. 5-Year Plan – Piloted financial planning, modeling, key scenarios and reporting for multiple 5-year planning cycles that were presented to the Executive Committee, Board of Directors, Investors, and Bankers to support fundraising. Hyper-Growth - Major contributor to scaling the organization’s top-line revenue 228% CAGR in 4 years. Growing Diverse Teams – Partnered with COO and CTO to exponentially grow, by 5X in 3 years, their organizations by successfully recruiting a diverse range of highly technical staff from around the world. Audits – Led annual audits that successfully contributed to inventory management and internal controls. Recognition – Achieved the company’s rarest and highest honor, Smart Wires Impact Award, for making substantial value-added impacts in advancing company’s mission, while increasing efficiency, and enhancing long-term growth. Show less Directed daily financial operations for a public, renewable energy organization with 200 FTEs providing innovative technologies to enhance electricity delivery around the globe. System Optimization – Championed the implementation of NetSuite Manufacturing to successfully increase productivity and efficiency across the business leading to a 30% increase in productivity. Relationship Management - Trusted with managing the relationship as the primary point of contact for the… Show more Directed daily financial operations for a public, renewable energy organization with 200 FTEs providing innovative technologies to enhance electricity delivery around the globe. System Optimization – Championed the implementation of NetSuite Manufacturing to successfully increase productivity and efficiency across the business leading to a 30% increase in productivity. Relationship Management - Trusted with managing the relationship as the primary point of contact for the company’s most critical partner - one of the world’s largest contract manufacturers. Primary Finance Partner for COO – Drove inventory supply-side management with development of standard costs, bills of materials management across multiple SKU’s, cycle counts, lead times, NRV, obsolescence, monthly inventory reconciliations, and inventory SME for audit. Fundraising –Key contributor to the company’s successful public offering and heavily involved in over $100M in successful private equity and debt financing rounds. 5-Year Plan – Piloted financial planning, modeling, key scenarios and reporting for multiple 5-year planning cycles that were presented to the Executive Committee, Board of Directors, Investors, and Bankers to support fundraising. Hyper-Growth - Major contributor to scaling the organization’s top-line revenue 228% CAGR in 4 years. Growing Diverse Teams – Partnered with COO and CTO to exponentially grow, by 5X in 3 years, their organizations by successfully recruiting a diverse range of highly technical staff from around the world. Audits – Led annual audits that successfully contributed to inventory management and internal controls. Recognition – Achieved the company’s rarest and highest honor, Smart Wires Impact Award, for making substantial value-added impacts in advancing company’s mission, while increasing efficiency, and enhancing long-term growth. Show less
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Birnbaum Business Solutions, LLC
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United States
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Financial Services
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Founder & Owner
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2014 - 2021
Steve believes successful business outcomes are achieved by being highly informed, building fantastic relationships inside and outside of organizations to gain expertise and different perspectives, then using sound business judgment to make the best decisions. Since business solutions are often ambiguous, he calls his particular brand of business expertise, “Informed Business Intuition.” Steve believes informed business intuition leads with the qualities from our heart (our values) and… Show more Steve believes successful business outcomes are achieved by being highly informed, building fantastic relationships inside and outside of organizations to gain expertise and different perspectives, then using sound business judgment to make the best decisions. Since business solutions are often ambiguous, he calls his particular brand of business expertise, “Informed Business Intuition.” Steve believes informed business intuition leads with the qualities from our heart (our values) and is complimented by being informed with our intellect (what we bring). It is the integration and harmony of these two aspects that drive the most meaningful and impactful decisions – professionally and personally. Steve has been perfecting this union for 30 years. Steve’s Heart Specialties: • Passion • Selflessness • Compassion • Empathy • Intuition • Gratefulness • Sensitivity • Curiosity • Caring • Innovation & Creativity • Honesty & Integrity • Loyalty & Commitment • Active Listening • Relationship Building • Fun, Enjoyment & Happiness • Success Addict! Steve’s Intellectual Specialties: • CPA – Held active license for 18 years • Building & Leading Outstanding Teams • Executive Support & Presentation • Strategic Thinking & Execution • Six Sigma Lean Quality Focus • Financial Modeling & Analysis • Budgeting & Forecasting • Treasury & Cash Management • Acquisition of Top Tier Talent • Contract Negotiation and Execution • Attorney Engagement & Collaboration • Continuous Process Improvement Orientation • Systems Design & Implementation • Policies & Procedures Design • Internal Control Orientation • Streamlining & Simplification • Internal & External Audit Management It is for these reasons I created Birnbaum Business Solutions. To take what I have learned and help others achieve success. Let me apply my unique brand of Informed Business Intuition to help grow your business! Service offering ranging from early-stage enterprises to fully mature organizations. Show less Steve believes successful business outcomes are achieved by being highly informed, building fantastic relationships inside and outside of organizations to gain expertise and different perspectives, then using sound business judgment to make the best decisions. Since business solutions are often ambiguous, he calls his particular brand of business expertise, “Informed Business Intuition.” Steve believes informed business intuition leads with the qualities from our heart (our values) and… Show more Steve believes successful business outcomes are achieved by being highly informed, building fantastic relationships inside and outside of organizations to gain expertise and different perspectives, then using sound business judgment to make the best decisions. Since business solutions are often ambiguous, he calls his particular brand of business expertise, “Informed Business Intuition.” Steve believes informed business intuition leads with the qualities from our heart (our values) and is complimented by being informed with our intellect (what we bring). It is the integration and harmony of these two aspects that drive the most meaningful and impactful decisions – professionally and personally. Steve has been perfecting this union for 30 years. Steve’s Heart Specialties: • Passion • Selflessness • Compassion • Empathy • Intuition • Gratefulness • Sensitivity • Curiosity • Caring • Innovation & Creativity • Honesty & Integrity • Loyalty & Commitment • Active Listening • Relationship Building • Fun, Enjoyment & Happiness • Success Addict! Steve’s Intellectual Specialties: • CPA – Held active license for 18 years • Building & Leading Outstanding Teams • Executive Support & Presentation • Strategic Thinking & Execution • Six Sigma Lean Quality Focus • Financial Modeling & Analysis • Budgeting & Forecasting • Treasury & Cash Management • Acquisition of Top Tier Talent • Contract Negotiation and Execution • Attorney Engagement & Collaboration • Continuous Process Improvement Orientation • Systems Design & Implementation • Policies & Procedures Design • Internal Control Orientation • Streamlining & Simplification • Internal & External Audit Management It is for these reasons I created Birnbaum Business Solutions. To take what I have learned and help others achieve success. Let me apply my unique brand of Informed Business Intuition to help grow your business! Service offering ranging from early-stage enterprises to fully mature organizations. Show less
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Chevron
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United States
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Oil and Gas
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700 & Above Employee
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Senior Executive Consultant
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2013 - 2014
Engaged in the evaluation, due diligence, and recommendation of companies for strategic partnerships and investment opportunities for Chevron Renewable Energy Division. Successful Partnership – Key member of due diligence team in recommending key strategic alliances to executive team. Proven Value – Recruited by Chevron executive team to work for Smart Wires, Inc. Engaged in the evaluation, due diligence, and recommendation of companies for strategic partnerships and investment opportunities for Chevron Renewable Energy Division. Successful Partnership – Key member of due diligence team in recommending key strategic alliances to executive team. Proven Value – Recruited by Chevron executive team to work for Smart Wires, Inc.
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Puget Sound Energy
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United States
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1 - 100 Employee
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Corporate Senior Finance Manager
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2009 - 2013
Led a diverse five-person team in FP&A for a private, electrical and natural gas utility organization with over 3,000 FTEs. Efficiency Gains – Achieved over 50% reduction in business unit monthly forecast cycle time by simplification of tasks, prioritization and increase in automation. System Implementation – Selected to lead the successful enterprise-wide implementation of Cognos Enterprise Planning resulting in additional efficiency improvements in FP&A planning and reporting by… Show more Led a diverse five-person team in FP&A for a private, electrical and natural gas utility organization with over 3,000 FTEs. Efficiency Gains – Achieved over 50% reduction in business unit monthly forecast cycle time by simplification of tasks, prioritization and increase in automation. System Implementation – Selected to lead the successful enterprise-wide implementation of Cognos Enterprise Planning resulting in additional efficiency improvements in FP&A planning and reporting by 30%. Recognition – Earned company’s top honor, PSE Spirit Award, for development of a business unit’s safety program and chairing the Safety Committee. Show less Led a diverse five-person team in FP&A for a private, electrical and natural gas utility organization with over 3,000 FTEs. Efficiency Gains – Achieved over 50% reduction in business unit monthly forecast cycle time by simplification of tasks, prioritization and increase in automation. System Implementation – Selected to lead the successful enterprise-wide implementation of Cognos Enterprise Planning resulting in additional efficiency improvements in FP&A planning and reporting by… Show more Led a diverse five-person team in FP&A for a private, electrical and natural gas utility organization with over 3,000 FTEs. Efficiency Gains – Achieved over 50% reduction in business unit monthly forecast cycle time by simplification of tasks, prioritization and increase in automation. System Implementation – Selected to lead the successful enterprise-wide implementation of Cognos Enterprise Planning resulting in additional efficiency improvements in FP&A planning and reporting by 30%. Recognition – Earned company’s top honor, PSE Spirit Award, for development of a business unit’s safety program and chairing the Safety Committee. Show less
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GE Capital
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United States
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Financial Services
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700 & Above Employee
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Corporate Finance Manager / Treasurer
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2001 - 2009
Drove financial planning, treasury and deal pricing processes for a $10B net investment commercial lending and leasing business within GE Capital. Team Leadership & Mentorship – Piloted a diverse team of four. Chosen to mentor several future GE leaders in the highly sought-after Financial Management Program. Effective leadership of GE’s offshore resources team in India. Program Development – Designed and launched the Sales Incentive Compensation Program linking sales managers, HR… Show more Drove financial planning, treasury and deal pricing processes for a $10B net investment commercial lending and leasing business within GE Capital. Team Leadership & Mentorship – Piloted a diverse team of four. Chosen to mentor several future GE leaders in the highly sought-after Financial Management Program. Effective leadership of GE’s offshore resources team in India. Program Development – Designed and launched the Sales Incentive Compensation Program linking sales managers, HR and finance functions. Underwriter – Successfully underwrote over $50M in commercial real estate deals. Six Sigma – Earned Six Sigma Green Belt certification for improving prepayment language in commercial real estate contracts. Projects led to a 60% increase in prepayment fees for early terminations. Leadership Training – Chosen to attend GE’s prestigious leadership training courses at GE Corporate’s Crotonville, NY campus. Show less Drove financial planning, treasury and deal pricing processes for a $10B net investment commercial lending and leasing business within GE Capital. Team Leadership & Mentorship – Piloted a diverse team of four. Chosen to mentor several future GE leaders in the highly sought-after Financial Management Program. Effective leadership of GE’s offshore resources team in India. Program Development – Designed and launched the Sales Incentive Compensation Program linking sales managers, HR… Show more Drove financial planning, treasury and deal pricing processes for a $10B net investment commercial lending and leasing business within GE Capital. Team Leadership & Mentorship – Piloted a diverse team of four. Chosen to mentor several future GE leaders in the highly sought-after Financial Management Program. Effective leadership of GE’s offshore resources team in India. Program Development – Designed and launched the Sales Incentive Compensation Program linking sales managers, HR and finance functions. Underwriter – Successfully underwrote over $50M in commercial real estate deals. Six Sigma – Earned Six Sigma Green Belt certification for improving prepayment language in commercial real estate contracts. Projects led to a 60% increase in prepayment fees for early terminations. Leadership Training – Chosen to attend GE’s prestigious leadership training courses at GE Corporate’s Crotonville, NY campus. Show less
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Amazon
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Bangladesh
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Advertising Services
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1 - 100 Employee
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Sr. Financial Analyst
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2000 - 2001
Managed $300 million transportation budget including analyzing, reducing and properly classifying shipping costs to maximize shipping returns. • Streamlined monthly close in operations transportation group resulting in 1 day close. • Implemented Oracle Inventory system resulting in 50% efficiencies in purchasing, receiving and costing of shipping consumables. Managed $300 million transportation budget including analyzing, reducing and properly classifying shipping costs to maximize shipping returns. • Streamlined monthly close in operations transportation group resulting in 1 day close. • Implemented Oracle Inventory system resulting in 50% efficiencies in purchasing, receiving and costing of shipping consumables.
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eSociety
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Netherlands
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Think Tanks
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Accounting Manager
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2000 - 2000
Managed all areas of cost and financial accounting operations as well as day-to-day cash management. Financial statement review and presentation, profitability analysis, audit management and supervision. • Developed project cost models to analyze channel profitability creating a business model shift saving enough cash to operate company an additional 6 months. • Streamlined financial aspects of cross-functional development team resulting in on time site launch. • Reduced financial… Show more Managed all areas of cost and financial accounting operations as well as day-to-day cash management. Financial statement review and presentation, profitability analysis, audit management and supervision. • Developed project cost models to analyze channel profitability creating a business model shift saving enough cash to operate company an additional 6 months. • Streamlined financial aspects of cross-functional development team resulting in on time site launch. • Reduced financial close cycle 15 days by organization and simplification of accounting and reporting tasks. Show less Managed all areas of cost and financial accounting operations as well as day-to-day cash management. Financial statement review and presentation, profitability analysis, audit management and supervision. • Developed project cost models to analyze channel profitability creating a business model shift saving enough cash to operate company an additional 6 months. • Streamlined financial aspects of cross-functional development team resulting in on time site launch. • Reduced financial… Show more Managed all areas of cost and financial accounting operations as well as day-to-day cash management. Financial statement review and presentation, profitability analysis, audit management and supervision. • Developed project cost models to analyze channel profitability creating a business model shift saving enough cash to operate company an additional 6 months. • Streamlined financial aspects of cross-functional development team resulting in on time site launch. • Reduced financial close cycle 15 days by organization and simplification of accounting and reporting tasks. Show less
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Clark Nuber
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United States
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Accounting
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200 - 300 Employee
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Corporate Controller
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1999 - 2000
Presentation of financial results to senior management, develop annual business plan, maintain firm's tax compliance. Led firm peer review. Managed three accounting professionals. • Implemented treasury management solution resulting in 20% higher returns and improved reporting. • Converted accounting system to Great Plains Dynamics; developed plan, sold idea to firm, acted as implementation project manager resulting in early conversion. • Developed monthly routines and simplified… Show more Presentation of financial results to senior management, develop annual business plan, maintain firm's tax compliance. Led firm peer review. Managed three accounting professionals. • Implemented treasury management solution resulting in 20% higher returns and improved reporting. • Converted accounting system to Great Plains Dynamics; developed plan, sold idea to firm, acted as implementation project manager resulting in early conversion. • Developed monthly routines and simplified processes reducing financial close cycle 15 days. Show less Presentation of financial results to senior management, develop annual business plan, maintain firm's tax compliance. Led firm peer review. Managed three accounting professionals. • Implemented treasury management solution resulting in 20% higher returns and improved reporting. • Converted accounting system to Great Plains Dynamics; developed plan, sold idea to firm, acted as implementation project manager resulting in early conversion. • Developed monthly routines and simplified… Show more Presentation of financial results to senior management, develop annual business plan, maintain firm's tax compliance. Led firm peer review. Managed three accounting professionals. • Implemented treasury management solution resulting in 20% higher returns and improved reporting. • Converted accounting system to Great Plains Dynamics; developed plan, sold idea to firm, acted as implementation project manager resulting in early conversion. • Developed monthly routines and simplified processes reducing financial close cycle 15 days. Show less
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Foss Environmental Services
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United States
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Accounting
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Project Accounting Manager
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1998 - 1999
Responsible for cash management, lead on audit team, consolidation of multi-regional financial results and presentation fo management. Managed staff of eight. • Managed all functions of the accounting department including monthly close, tax compliance management, parent company reporting, cash and audit management resulting in timely and accurate financial information for senior management to make strategic business decisions. • Reviewed multi-regional monthly financial statements and… Show more Responsible for cash management, lead on audit team, consolidation of multi-regional financial results and presentation fo management. Managed staff of eight. • Managed all functions of the accounting department including monthly close, tax compliance management, parent company reporting, cash and audit management resulting in timely and accurate financial information for senior management to make strategic business decisions. • Reviewed multi-regional monthly financial statements and management reports with CEO and CFO. Show less Responsible for cash management, lead on audit team, consolidation of multi-regional financial results and presentation fo management. Managed staff of eight. • Managed all functions of the accounting department including monthly close, tax compliance management, parent company reporting, cash and audit management resulting in timely and accurate financial information for senior management to make strategic business decisions. • Reviewed multi-regional monthly financial statements and… Show more Responsible for cash management, lead on audit team, consolidation of multi-regional financial results and presentation fo management. Managed staff of eight. • Managed all functions of the accounting department including monthly close, tax compliance management, parent company reporting, cash and audit management resulting in timely and accurate financial information for senior management to make strategic business decisions. • Reviewed multi-regional monthly financial statements and management reports with CEO and CFO. Show less
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Accounting Manager
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1994 - 1997
Joined company at inception and one of last to leave organization. Obtained securities sales licenes to secure capital financing. Authored policies and procedures, selected and implemented new accounting systems, established internal controls, wrote and managed cash and investment policies. Joined company at inception and one of last to leave organization. Obtained securities sales licenes to secure capital financing. Authored policies and procedures, selected and implemented new accounting systems, established internal controls, wrote and managed cash and investment policies.
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Wells Fargo Bank
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United States
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Banking
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Senior Tax Accountant
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1989 - 1994
Supervision of tax accountant, perform year-end tax accounting consolidations into parent company, review of federal, state and local tax returns and complex deferred tax analyses. Supervision of tax accountant, perform year-end tax accounting consolidations into parent company, review of federal, state and local tax returns and complex deferred tax analyses.
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PricewaterhouseCoopers
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1 - 100 Employee
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Staff & Tax Accountant
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1987 - 1989
Integral member of tax and audit teams completing numerous audits and tax returns for a variety of clients. Integral member of tax and audit teams completing numerous audits and tax returns for a variety of clients.
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Education
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Whitman College
Bachelor of Arts, Economics
Community
