вторник, 25 июня 2013 г.

Project Manager II at Tempe

Position Purpose:

Plans, organizes, monitors, and oversees projects utilizing cross functional teams to deliver defined requirements and meet company strategic objectives.

Position Responsibilities:

  • Manage the full project life cycle including requirements gathering, creation of project plans and schedules, obtaining and managing resources, managing budget, and facilitating project execution, deployment, and closure.
  • Utilize corporate and industry standard project management tools and techniques to effectively manage projects. Assist with establishment and maintenance of corporate project management methodology and other department procedures.
  • Maintain detailed project documentation including meeting minutes, action items, issues lists, and risk management plans.
  • Effectively communicate project status to all stakeholders.
  • Negotiate with project stakeholders to identify resources, resolve issues, and mitigate risks.
  • Coordinate cross-functional meetings with various functional areas to meet overall stakeholder expectations and companys objectives.
  • Provide functional and technical knowledge across multiple business and technical areas.
  • Monitor the creation of all project deliverables to ensure adherence to quality standards including design documents, test plans, training materials, and operations documentation.
  • Create and communicate project milestone documents, dashboards, ROI tables, and departmental success metrics.
     Requirements

    Knowledge/Experience:

    Bachelors degree or equivalent experience. 3+ years of project management experience. Experience working with and leading diverse groups and matrix managed environments. Healthcare experience preferred. Proficient with project management tools, MS-Project or other project management software, and MS-Office applications.

    License/Certificates: PMP certification highly desired


    Country: USA, State: Arizona, City: Tempe, Company: US Script.

    среда, 13 февраля 2013 г.

    Director, consumer/retail sales

    Maureen Conklin

    Accomplished sales leader with proven skills in building sales and profit through setting strategy and directing sales efforts in the food, drug, mass specialty and department store channels.

    Tampa, FL

    Accomplished sales leader with 25 years of progressive experience, and proven skills in building sales and profit through setting strategy and directing sales efforts in the food, drug, mass specialty and department store channels. Strengths lie in the areas of business development, sales/sales personnel management and customer retention.

    - B2B Sales Development
    - Strategic Planner
    - P&L Management
    - Cross Functional Team Leader
    - Analytical/Results Driven
    - High Energy Leader

    Work Experience

    Director, Consumer/Retail Sales

    North American Salt Company, Division of Compass Minerals -
    Overland Park, KS

    December 2009 to Present

    Developed $121MM sales division to achieve annual sales and profit targets, selling salt products for water conditioning, deicing and consumer food in the Mass, Grocery, Drug and Club channels
    • Delivered 104% of 2011 sales goal through directing B2B sales of 4 regional sales managers, 1 sales specialist and a national broker network to achieve volume and margin goals in food, drug, mass, club, department store, big box and hardware/co-op channels
    • Divisional Profit & Loss statement creation and management
    • Annual Sales plan, STRAP plan, marketing budget and T&E budget creation and management
    • Sales forecast accuracy process execution based on history, sales velocity and promotional plans and measured results on a monthly basis
    • Gross margin $ to budget management
    • Cross functional Sales lead on business development team for specialty salts

    Director of Sales

    Victorinox Swiss Army Travel Gear, TRG Group -
    St. Louis, MO

    January 2009 to July 2009

    Directed National Account Sales Managers to achieve revenue goals selling premium travel gear to specialty luggage stores and department stores across the USA (Dillard’s, Macy’s, Neiman Marcus, Mori Luggage)
    • B2B business development and customer retention
    • Sales strategy, revenue and profit margin management
    • Sales and financial budget creation and management
    • Declining sales caused by economic conditions lead to 34 layoffs.

    Director of Sales

    HALCYON SOLAR SHADES, Division of Solutia, Inc -
    St. Louis, MO

    January 2008 to December 2008

    Directed B2B sales division selling energy saving solar window shades to national retail accounts, architects, energy consultants, builders and commercial buildings.
    • Delivered 106% of 2008 sales goal
    • Directed National Account team - Lowe’s, The Home Depot, Menards, JC Penney, National Dealers Network and Commercial sales.
    • Cross functional sales lead on business development team; researched trends/megatrends to develop new products for Solutia.
    NOTE: I left this position, due to being recruited by TRG Group – Victorinox Swiss Army Travel Gear, for Director of Sales opportunity

    Director - Retail Sales Development

    ENERGIZER BATTERY, INC

    June 2003 to January 2006

    Directed 110 person team of Regional (9) and Territory Managers (101) setting strategy for sales and merchandising activities for Wal-Mart, Sam’s Club, Home Depot, Target and Meijer in the Western United States.
    • Implemented sales initiative to District Managers, Regional Managers and Regional Vice Presidents, resulting in incremental net purchases of $72M, a 28.7% increase at Wal-Mart
    • Initiated change in strategy for managing smaller/rural stores through broker dedicated teams. Reduced overhead by 22% resulting in decreased operating costs and improved coverage
    • Recommended/implemented a new sales strategy in Hawaii reducing overhead by $200K, increasing retail coverage by 100% and improving sales by 8%

    Business Development Manager

    NEUTROGENA CORPORATION - Division of Johnson & Johnson; $560 million Skin Care, Hair Care & Cosmetics manufacturing company. -
    Los Angeles, CA

    2000 to 2003

    Developed sales and profit growth with $11.7 million sales at the Kroger Company, $3 million at Shopko and $4 million at Drug Emporium.
    • Doubled Kroger sales in three years, from $6 million to $11.7 million
    • Achieved consecutive double-digit comp sales growth at Kroger each year
    • Named “Category Leader” by Kroger corporate for the Hand/Body/Facial categories
    • Trained and directed national broker "Kroger Team", along with brokers in 12 other markets, to established POS quotas, directed Broker AEs at Kroger divisional level, and training for the retail team

    District Sales Manager

    NEUTROGENA CORPORATION - Division of Johnson & Johnson -
    Los Angeles, CA

    1996 to 2000

    Managed $13MM in sales, three direct reports and eight broker partners to achieve sales and profit goals
    • Grew Kroger sales by 400%, from $1.5MM to $6.0MM.
    • Recognized as the top District Manager in 1996, 1997, and 1998. Highest percent to quota in the nation
    • Winner “Presidents Club” award 1998. Awarded trip to Hawaii for outstanding performance
    • Developed business at Kroger/Peyton, Shopko, Meijer, Spartan, Schnucks, Dierberg’s and other regional accounts, through effective management of Broker teams, strategic planning and direct customer management
    • Established broker sales quotas and prepared account specific marketing plans for each account in region
    • Selected to conduct training seminars for Johnson & Johnson Sales & Logistics sales force

    Director Retail Services and Special Projects

    NEUTROGENA CORPORATION -
    Los Angeles, CA

    1992 to 1996

    Hired to create and develop a national retail services organization including four regional managers and 70 merchandisers.
    • Delivered a 15% sales increase and improved in-stock position at national retail accounts
    • Developed and implemented first strategic account specific merchandising plans designed to increase sales through space gains, promotional activity, and expanded distribution at Drug Emporium, Phar-Mor, Target, Longs Drug, F&M, and other national and regional accounts
    • Created training manuals for Regional Managers and Merchandising Representatives
    • Piloted corporate merchandising project involving Neutrogena specific cabinetry and category management
    • Identified and prepared for promotion one Administrative Coordinator to Merchandising Services Manager, one Regional Merchandising Manager to Mid-Atlantic District Sales Manager - Food Division

    National Merchandising Manager - West

    Procter & Gamble -
    Cincinnati, OH

    1991 to 1992

    Promoted to National Merchandising Manger over the western USA
    • Managed 5 Regional Merchandising Mangers and 136 Sales Merchandisers
    • Directed customer specific sales initiatives at retail

    Mid-West Regional Merchandising Manager

    MAX FACTOR COSMETICS & SKIN CARE

    1988 to 1991

    Hired, trained and managed a team of 35 Sales Merchandisers in the Mid-West USA, who sold product and merchandised products at Walgreens, Drug Emporium, Phar-Mor, F&M.
    • Wrote and conducted product/sales training seminars for Walgreens Drugs, CVS Drugs, Drug Emporium and F&M.

    Southeast USA Training & Sales Merchandising Manager

    ALMAY COSMETICS & SKIN CARE; Division of Revlon Inc. -
    New York, NY

    1984 to 1988

    Hired, trained and managed a team of 32 Sales Merchandisers in the Southeastern USA, who sold and merchandised products to Walgreens, Drug Emporium, Eckerd Drug and Phar-Mor.
    • Service arm at retail to National Accounts business teams
    • Wrote and conducted product/sales training seminars for Walgreens Drugs, CVS Drugs, Drug Emporium.

    Education

    Bachelor of Science in Business Administration/Management

    Valdosta State University -
    Valdosta, GA

    Battery Technician

    Data Cabling Technician

    Administrative Assistant

    пятница, 11 января 2013 г.

    Operations and training officer

    Joshua DeKeyser

    Operations and Training Officer - Department of the Army, Maneuver Training Center

    Midlothian, VA

    Work Experience

    Operations and Training Officer

    Department of the Army, Maneuver Training Center -
    Blackstone, VA

    2009 to Present

    Building 3001, West 33rd Street, Fort Pickett, Blackstone, VA 23824
    Operations and Training Officer, 2009-Present
    • Officer in charge of day to day Operations of Fort Picketts 20 live fire Ranges, and 42,000 acres of maneuver areas
    • Responsible for the Coordination, Safety and Training of transient units at Fort Pickett.
    • Provide oversight and supervision to Federal, State, Contracted employees and active Duty and National Guard Soldiers.
    • Responsible for oversight of Frequency Management for Unmanned aerial and surface vehicles to ensure compliance with FAA, DOD, and Army regulations.
    • Verify that all timecards are accurate and current, work with the State and Federal Human resource departments to ensure that all personnel have the correct charge codes, and ensure all timecards have been approved by the appropriate Federal or State Employee Managers.
    • Review expense reports for accuracy and completeness; ensure the reports are submitted for approval through the appropriate channels and all incidental costs incurred by training units, and non-DOD entities are accurate and paid in full.
    • Provide input to create and execute yearly budgets for Range Operations, the Sustainable Range Program, ITAM/RTLP (Integrated Training Area Management/Range and Training Land Program). Coordinate with Project Managers and Department Chiefs to capture anticipated expenses. Analyze prior year budget to make accurate projections.
    • Responsible for Range Safety, and Aviation Safety, and Physical Security of government equipment, facilities, and personnel for the Maneuver Training Center.
    • Serve as the Contracting Officers Representative of Security Guards on Fort Pickett. Responsible for the implantation of services and quality control of the $1.2 million recurring contract and its 30 contracted employees.
    • Human Resources: Coordinate all tasks from origination of the position to the orientation of new hire. This includes creating and editing positions descriptions and staff requisition forms. Also, ensure employees submit all HR paperwork to the appropriate personnel for approval.
    • Create and attend all progress reviews given to the Business Unit Manager and the Program Managers. Create and attend Business Unit Managers progress review to the corporate directors, CFO, and COO. Ensure action items from each review are completed accurately and in a timely manner.
    • Create, review, and track all purchase orders and invoices for the Sustainable Range Program. Reconcile invoices against excel spreadsheets that contain budgeted hours and dollars for government contracts.

    Sales Consultant

    T-Mobile -
    Richmond, VA

    2005 to 2009

    Responsible for establishing new accounts, assisting existing customers with service, customer relations, and technical support.
    • Responsible for generating $250,000 in annual revenue.
    • Supported the Sales Manager by surpassing all performance goals quarterly.

    Sales and Marketing Specialist

    Capital Remodeling -
    Richmond, VA

    2005 to 2005

    2005
    • Responsible for generating sales, referrals, and increasing market potential in the central Virginia Area.
    • Performed Administrative duties including: generating sales reports, spreadsheets, completing sales transaction paperwork, cold calling customers and developing new marketing strategies to fit economically different sales areas.
    • Worked directly with the General Sales Manager to meet company sales goals.

    Sales Representative

    Capital Pontiac/GMC -
    Powhatan, VA

    2004 to 2005

    Responsible for generating sales, referrals, and customer service.
    • Utilized the internet, telemarketing,

    SOFTWARE
    Microsoft Office: Word, Excel, PowerPoint, Outlook
    Defense Travel System
    Range Facility Management Support System
    Army Range Requirements Model

    Education

    Bachelor of Arts in Music

    Loyola University of New Orleans -
    New Orleans, LA

    2003

    Mills E. Godwin High School -
    Richmond, VA

    1999

    Additional Information

    • Security Clearance: Active Top Secret
    • Excellent organizational/interpersonal skills
    • Ability to perform successfully as an individual as well as in a team environment
    • Characterized as motivated self-starter and loyal employee
    • 5 years experience in Operations Management
    • 5 years experience in Sales, Marketing and Customer Relations
    • Physical Security Inspector, Anti-Terrorism Level II, Range Safety Level II, OSHA-Gen. Industry (40hrs)
    • Extensive experience with Microsoft Office Tools: Excel, Word, PowerPoint, Outlook


    Links: ExecutiveJobSearch
    PartTimeJobSearch

    четверг, 10 января 2013 г.

    Corporate controller and chief accounting officer

    Alan Spurlock

    Corporate Controller and Chief Accounting Officer - Knology, Inc

    Lanett, AL

    Work Experience

    Corporate Controller and Chief Accounting Officer

    Knology, Inc

    December 2008 to Present

    Responsible for all external and internal financial reporting
    * Accurately prepare the quarterly and annual SEC filings meeting required deadlines
    * Coordinate the quarterly Audit Committee and Disclosure Committee meetings including scheduling, agendas, and materials
    * Effectively perform due diligence work on acquisition targets
    * Ensure accurate and timely valuation of assets and calculate value of intangible assets on small acquisitions
    * Accurately prepare purchase price allocations and working capital adjustments of acquisitions
    * Leader of the financial integration team for acquisitions
    * Effectively coordinate audits and reviews, and communications with external auditors

    Knology, Inc -
    West Point, GA

    August 2000 to Present

    A publicly traded broadband telecommunications company with $520 million in revenues and $850 million in assets, serving selected cities in the United States

    Director of Internal Audit

    Knology, Inc

    October 2003 to November 2008

    Established and developed the internal audit function at Knology
    * Established, implemented and directed the Sarbanes-Oxley Section 404 process ensuring compliance with regulatory requirements
    * Presented the results of audits and SOX testing quarterly to the Steering Committee (executive management) and Audit Committee
    * Quickly and efficiently integrated new acquisitions into the SOX compliance program

    Manager of Telephony Accounting

    Knology, Inc

    August 2000 to October 2003

    Corporate Controller and Plant Controller

    DBK Minerals, Inc -
    Dry Branch, GA

    July 1998 to March 2000

    Dry Branch, Georgia 7/98 - 3/00
    A minerals mining and manufacturing company with $450 million in worldwide sales
    Corporate Controller and Plant Controller
    * Served as corporate controller for the Holding Company and an operating division
    * Ensured the timely preparation of the operating and capital budgets and presented them to the CEO, CFO, and COO for final approval
    * Effectively presented the monthly financial packages explaining operating variances for the period to executive management
    * Permanent member of the companys process improvement team, working with all levels of management to improve efficiency, productivity and profitability of the company
    * Managed a departmental staff of fifteen people responsible for general ledger, cost accounting, accounts payable, budget, treasury, billing and collections

    Director of Accounting/Corporate Controller

    Powertel/Intercel, Inc -
    West Point, GA

    July 1992 to June 1998

    West Point, Georgia 7/92 - 6/98
    A publicly traded wireless telecommunications company with operations through out the
    Southeastern United States
    Director of Accounting/Corporate Controller
    * Ensured timely period closings and accurate financial statement preparation
    * Accurately prepared the quarterly and annual SEC filings including debt and equity offerings to meet required deadlines
    * Directed the companys D/E/F block PCS auctions, including bidding, checking and analyzing results and planning the strategy for future rounds with the CEO, CFO, and COO. Successfully acquired licenses encompassing approximately 66,000 square miles with a population of approximately 6.8 million people at a cost of $31.2 million
    * Efficiently integrated acquisitions into the existing accounting system
    * Developed the project cost system during the build of the PCS network to accurately record the costs of each tower and all components of the network

    Assistant Controller

    HCA Palmyra Medical Centers -
    Albany, GA

    September 1989 to July 1992

    Closed financial periods in timely manner and prepared the financial statements
    * Prepared year-end SEC, Medicare, and tax work papers to facilitate consolidated financial statement preparations
    * Coordinated semi-annual physical inventories to ensure accurate inventory records
    * Accurately maintained the fixed asset records
    * Prepared annual operating and capital budgets

    CPA

    Mauldin & Jenkins -
    Albany, GA

    February 1987 to August 1989

    firm with 150 professionals
    Auditor
    * Performed financial audits in a coordinated effort with other members of the audit team, and while maintaining a good relationship with client personnel
    * Prepared corporate and individual tax returns during the tax-filing season

    Education

    Bachelor of Business Administration in Accounting and Finance

    University of Georgia -
    Athens, GA

    Links: ExecutiveJobSearch
    PartTimeJobSearch

    Chief operating officer / cofounder

    Decheng Zou

    Chief Operating Officer / Cofounder

    Monterey Park, CA

    Work Experience

    Chief Operating Officer / Cofounder

    UNICORE, INC -
    Los Angeles, CA

    2011 to 2012

    Cofounded and operated a 1-year startup international trade/ecommerce business, importing chemical pump from China to US wholesale market, and providing ecommerce solutions to business partner in houseware industry. Took responsibility for operation management, customer business analysis and web development. Business ended on July 2012.
    Established and enhanced relationships with Chinese chemical pump suppliers and American customers to sell and maintain (upon request) chemical pumps.
    Successfully improved online outdoor clothing store (in the platform of taobao.com) performance from 200,000 rank to 100 based on sales volume and customer satisfaction with annual revenue $500,000.
    Pitched a social networking service business plan to venture capital firms and angel investors, with self-designed prototype using PHP, MySQL, HTML, CSS and Javascript.

    Skill Summary
    Software skill: AutoCAD, Pro/ENGINEER, MatLab, LabView, PHP, MySQL

    Optical Instrument: STED microscope, confocal laser scanning microscope, scanning electron microscope (SEM), polarization controller, interferometer, condenser, DIC prism

    Machine Tool: CNC Lathe, CNC wire sawing machine, milling machine, grinding machine, laser machine

    Engineering: Advanced Manufacturing, Control Theory, Photonics & Spectroscopy, Mechanical Design, Engineering Materials, Mechanical Principle, Machinery Failure Diagnosis, Mechatronics, Fluid Physics

    Mechanical Engineer

    Committed -
    New York, NY

    2011 to 2011

    Committed, innovative and entrepreneurial Mechanical Engineer with a proven history of leveraging technical, relationship management, and communication strengths to drive product and manufacturing innovation. Strong expertise in mechanical design, manufacturing optimization, optics, and engineering software (AutoCAD, Pro/E, MatLab, and Labview) gained through experiences in academia and a 3-year partnership with industry. Respected leader, with experience driving lifecycle initiatives spanning optimization research, engineering design, drafting and modeling, design analysis, material selection, technical documentation, and data analysis. Refined multilingual (English/Mandarin) communicator with a respected ability to interface with manufacturing facilities, senior engineers, project stakeholders, faculty, and end users to understand needs, present ideas, and gain support. Master of Science in Mechanical Engineering from Columbia University.

    Engineering / Research Experience
    COLUMBIA UNIVERSITY OPTICS LABORATORY, New York, NY 2010-2011
    Research Assistant, Advisor: Prof. Jung-Chi Liao
    Conducted alignment of microscope system and independent research on superresolution imaging optimization. Presented research results as the final project in Photonics & Spectroscopy (graduate course), A achieved.
    Maintained and aligned Continuous Wave Stimulated emission depletion (CW-STED) microscopy system by adjusting laser intensity, lenses, mirrors, prisms, lters, phase plate, and polarizers on stage to control dual-beam path as well as localizing sample and overlapping beams with LabView.
    Initiated proof-of-concept experiment for the impact of reducing and oxidizing system (ROXS) technique on photobleaching, including designing experiments, preparing solutions/slides, executing protocols and analyzing data using MatLab. New conclusion achieved.
    Proposed a way of leveraging ROXS and T-Rex as a new technique to optimizing resolution of STED microscopy system, with an electro-programmable shutter system developed to generate pulsed-laser on existing system as a preparation for experiment.
    Delivered routine technical presentations and research summaries to all lab members.

    Research Engineer, Supervisor

    CHINA UNIV. OF MINING & TECH

    2007 to 2010

    Prof. Miao Wu
    Successfully fulfilled the mission to develop lab-scale prototype of new generation target market-specific high concentration (>70%) and viscous slurry agitation equipment, which improved overall efficiency by 20% and reduced $1,000,000+ on operational costs per year for a solid waste disposal company. Served on 3-person team as mechanical design engineer, manufacturing coordinator and standard developer.
    Engaged in product lifecycle development activities, including research and conceptualization, component and assembly design (blades, actuating shaft, coupling & sealing devices, bearing assemblies and body), CAD drafting/modeling/simulation, GD&T, stress analysis, BOM, and documentation independently.
    Collaborated with partner factory to evaluate and demonstrate manufacturing feasibility, optimize mechanical design considering manufacturing constraints, make purchasing decisions as well as assist with DFM and manufacturing process.
    Developed operation standard manual through orthogonal experiment, providing slurry-specific agitation optimal strategies, which specifies choices on blades, temperature, humidity, time and angular frequency.
    Designed and prototyped portable agitation effectiveness measurement device as a new concept.

    Education

    M.S. in Mechanical Engineering

    COLUMBIA UNIVERSITY -
    New York, NY

    2011

    Mechanical Design

    CHINA UNIVERSITY OF MINING & TECHNOLOGY

    2008 to 2010

    Additional Information

    Committed, innovative and entrepreneurial Mechanical Engineer with a proven history of leveraging technical, relationship management, and communication strengths to drive product and manufacturing innovation. Strong expertise in mechanical design, manufacturing optimization, optics, and engineering software (AutoCAD, Pro/E, MatLab, and Labview) gained through experiences in academia and a 3-year partnership with industry. Respected leader, with experience driving lifecycle initiatives spanning optimization research, engineering design, drafting and modeling, design analysis, material selection, technical documentation, and data analysis. Refined multilingual (English/Mandarin) communicator with a respected ability to interface with manufacturing facilities, senior engineers, project stakeholders, faculty, and end users to understand needs, present ideas, and gain support. Master of Science in Mechanical Engineering from Columbia University.

    Engineering / Research Experience

    COLUMBIA UNIVERSITY OPTICS LABORATORY, New York, NY 2010-2011
    Research Assistant, Advisor: Prof. Jung-Chi Liao
    Conducted alignment of microscope system and independent research on superresolution imaging optimization. Presented research results as the final project in Photonics & Spectroscopy (graduate course), A achieved.
    Maintained and aligned Continuous Wave Stimulated emission depletion (CW-STED) microscopy system by adjusting laser intensity, lenses, mirrors, prisms, lters, phase plate, and polarizers on stage to control dual-beam path as well as localizing sample and overlapping beams with LabView.
    Initiated proof-of-concept experiment for the impact of reducing and oxidizing system (ROXS) technique on photobleaching, including designing experiments, preparing solutions/slides, executing protocols and analyzing data using MatLab. New conclusion achieved.
    Proposed a way of leveraging ROXS and T-Rex as a new technique to optimizing resolution of STED microscopy system, with an electro-programmable shutter system developed to generate pulsed-laser on existing system as a preparation for experiment.
    Delivered routine technical presentations and research summaries to all lab members.

    PIPELINE TRANSPORTATION LABORATORY (CHINA UNIV. OF MINING & TECH) 2007-2010
    Research Engineer, Supervisor: Prof. Miao Wu
    Successfully fulfilled the mission to develop lab-scale prototype of new generation target market-specific high concentration (>70%) and viscous slurry agitation equipment, which improved overall efficiency by 20% and reduced $1,000,000+ on operational costs per year for a solid waste disposal company. Served on 3-person team as mechanical design engineer, manufacturing coordinator and standard developer.
    Engaged in product lifecycle development activities, including research and conceptualization, component and assembly design (blades, actuating shaft, coupling & sealing devices, bearing assemblies and body), CAD drafting/modeling/simulation, GD&T, stress analysis, BOM, and documentation independently.
    Collaborated with partner factory to evaluate and demonstrate manufacturing feasibility, optimize mechanical design considering manufacturing constraints, make purchasing decisions as well as assist with DFM and manufacturing process.
    Developed operation standard manual through orthogonal experiment, providing slurry-specific agitation optimal strategies, which specifies choices on blades, temperature, humidity, time and angular frequency.
    Designed and prototyped portable agitation effectiveness measurement device as a new concept.


    Links: ExecutiveJobSearch
    PartTimeJobSearch

    Chief financial officer

    DJ Johnson

    Senior Finance Executive

    Mill Creek, WA

    Seasoned Executive with MBA, extensive knowledge of U.S. Corporate Finance, Accounting, Treasury and strong SEC experience • Extensive background in the computer software, healthcare, and manufacturing industries • Accomplished in quantitative & qualitative analysis, financial modeling and forecasting, IRS, GAO, HUD audits and ERISA defined contribution & benefit plans • Consistent delivery of mission-critical results • Areas of expertise include:

    • Cash Flow Modeling & Forecasting • IPO Strategic / Tactical Planning & Execution
    • Internal audit, Sarbanes-Oxley • Financial Modeling & Analysis
    • Budget Planning, Development • Treasury / Cash Management
    • SEC Reporting & Compliance • IFRS – International Financial Reporting Standards
    • Capital Market Functions • Risk Analytics & Policy Formation

    EXECUTIVE HIGHLIGHTS

    Corporate Finance: $13M in working capital freed through high-profile initiatives analyzing and optimizing receivables, supplier contracts / pricing & payable terms, and work flow redesign. These initiatives translated into an overall 17% reduction in operating expenses and reestablished profitability for the first time in four years.

    Strategic Initiatives:
    • Project leadership & successful implementation of $41M SAP Enterprise Resource Planning software package.
    • Prepared company for 2000 IPO. Developed internal resources, negotiated the investment banking relationships and coordinated initial equity analyst coverage. Completed initial and follow-on SEC registrations.

    Finance & Taxation: Successfully negotiated an $783M - 10 year package of tax incentives, grants, and R&D credits with the Inland Revenue Authority, Singapore for the development of a new Asia / Pac International - Regional Headquarters.

    Merger & Acquisitions: Sourced and executed over 16 financial transactions worth $9.1B including domestic and international public offerings, private acquisitions, tender offers, private equity and merger and acquisitions.

    Work Experience

    Chief Financial Officer

    Compass Health -
    Everett, WA

    2007 to 2012

    • CFO and Principal Accounting Officer for a $53M healthcare organization with full responsibility for all aspects of strategic planning, development and leadership of the entire finance and accounting organization. Direct financial planning and analysis, accounting, tax, treasury, budgeting, MIS and facilities functions through a 23-person team.
    • Developed and implemented administrative and compliance reporting packages of all Medicare / Medicaid, third party payer & managed care contracts plus federal and state program requirements.
    • Introduced continuous improvement and quality management programs throughout the organization. Results included a 23% increase in daily productivity and 31% increase in internal customer satisfaction.
    • Developed all financial reporting processes and policies in compliance with GAAP & FASB accounting principles, OMB circular A-122 & A-133 guidelines.
    • Spearheaded cost-reduction initiatives that reduced company wide labor costs by 17% and employee overtime by 41%.
    • Through workflow optimization improved & reduced the month end close process from 17 down to 6 calendar days.
    • Created and utilized sophisticated financial models for the establishment of billing rates and rate adjustments, CPT coding optimization analysis, liquidity analyses, plus merger / acquisition valuation modeling.

    Senior Consultant

    Resources Global Professionals -
    Seattle, WA

    2003 to 2007

    Interim Divisional Controller: Health Solutions Group, Microsoft Corporation.
    • Overall responsibilities included direction, implementation, management and reporting of all divisional financial activities. Specific responsibilities: managerial / operational accounting, revenue & operating budgets, plus financial due diligence and modeling on potential acquisition candidates.

    Interim Corporate Controller: Flow International, a $200 Million U.S. based developer and manufacturer of industrial, high- pressure hydraulic cutting equipment.
    • Led a team of Corporate Accountants & Analysts while directing financial planning and analysis (FP&A), treasury, budgeting and management information system functions.
    • Prepared all SEC regulatory filings.

    Interim Vice President Finance / Global Controller: Unova Corporation, a $1.0 Billion U.S. Multi-National AIDC
    (Automated Information & Data Capture) manufacturing company.
    • Successfully implemented a consolidation project of international entities that included as major components, supporting bank and account relationships in Asia, Latin America and Europe consolidating 51 worldwide legal entities down to 16.

    Project Manager: $41M SAP 6.0 implementation for Intermec Technologies Corporation. Utilized strong, diplomatic personality to navigate multiple cross-functional requirements, resolve design issues and present a project plan acceptable through both vertical and horizontal departments.
    • Launched the process for development of the project scope requirements, planning documents, workflow models, and all documentation throughout the project’s lifecycle.
    • Utilizing organizational and change management skills, acted as a liaison between executive management, project staff and technical leads throughout, insuring objectives were met.

    Division Controller, CareCast Division

    IDX Systems Corporation -
    Seattle, WA

    2001 to 2003

    • Independently planned and directed a team of Financial Analysts, Accountants and Revenue Analysts while providing guidance and leadership as part of the Senior Management Team for a $150M high growth strategic business unit and a small British sub-division. Specific responsibilities include direction, implementation, management and reporting of all financial activities.
    • Developed and managed revenue and operating plans growing divisional gross revenue from $83M to $150M. Coordinated the month-end closing and consolidation process, revenue analysis (AICPA SOP 97-2); and performance vs. operating plan variance analysis.
    • Strong background in accounting principles & practices to ensure compliance with GAAP, FASB, Federal Acquisition Regulations, and Sarbanes–Oxley.
    • Successfully completed the firm’s first federal grant audit on its $18.5M ATP / NIST program under the Federal Acquisition Regulations (FAR) and Cost Accounting Standards (CAS) relative to OMB Circular A-133. As an audit requirement and project objective developed the firm’s first federally approved indirect cost rate.
    • Conducted due diligence on potential acquisitions, business development deals and outsourcing agreements for development and testing initiatives with values of $6M to $187M. Modeled business valuation and provided financial analyses on strategic compatibility.

    Chief Financial Officer

    InsynQ -
    Tacoma, WA

    1998 to 2001

    • Full responsibility for the strategic planning, development and leadership of the entire corporate finance organization for this publicly traded $180 million Application Service Provider.
    • Directed financial planning and analysis, accounting, tax, treasury, budgeting and administrative functions through a 10-person team.
    • Successfully implemented a new accounting system (Lawson) with development and documentation of process workflows in support of all SEC financial reporting requirements.
    • Led the accounting team in development and preparation of all SEC regulatory filings, 10-Q, 10-K, and S-8.
    • Created sophisticated financial models for product pricing, liquidity analyses and merger and acquisition evaluations.

    Division Controller - Airplane Services

    Boeing Commercial Airplane Group -
    Everett, WA

    1996 to 1998

    • Directed and managed all financial activities of Boeing Airplane Services, a $3.50 billion after-market business responsible for post production, post delivery modification of Boeing aircraft.
    • Functional finance support – reporting, budgeting, pro forma modeling / forecasting, headcount reporting, variance analysis, business process and systems improvement and business analysis & reporting for management.
    • Served as active member of the acquisition team charged with identifying and evaluating businesses and product lines for potential acquisition. The teams last acquisition was the $3.75 billion acquisition of Hughes Satellite, a division of General Motors.
    • Development and refinement of unit cost/cost allocation models, production rate impact studies, inventory turn rate, inventory holding cost models and parametric indices.

    Vice President, Investment Banking - Capital Markets Group

    Merrill Lynch Pierce, Fenner & Smith -
    New York, NY

    1991 to 1996

    • Sourced and executed M&A and financing transactions including domestic and international public offerings, private acquisitions, financial consulting projects, tender offers, merger and acquisitions.
    • Led execution of complex leveraged financings for both financial buyers and corporate clients in several industries including healthcare, manufacturing, and technology - software & IT.

    Education

    Masters Degree in Business Administration

    University of Phoenix -
    Seattle, WA

    Bachelor's Degree in Business Administration in Business Administration

    Western Washington University -
    Bellingham, WA

    Skills

    Microsoft Business Applications - Excel/Word/PowerPoint/Access/Project/Visio, Oracle 10 and 11i - Financials (GL/AP/AR), PeopleSoft 8.4 & 8.6, JD Edwards, Hyperion, SAP 6.0, Cognos, Crystal


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    Chief operating and financial officer

    Gerry Schauer

    Chief Operating and Financial Officer - Crest Digital Inc

    Valencia, CA

    A dynamic and effective CFO/COO executive with success in financial management and operational efficiency. Strengths include the ability to facilitate and communicate at all levels of the company, including direct interaction with the Board of Directors, as well as all employees working toward the collective companys goals. Excellent team interpersonal skills and staff development. Diverse, proven and highly effective leadership skills include:
    • A solid knowledge of change management and strategic planning
    • Cost control, raising capital and cash management
    • Innovative and thoughtful resolutions that bring growth and expansion
    • Experienced in implementation of strategic and operational initiatives
    • Operational expertise with insight into requirements for team effectiveness
    • Comfortable in private and public (SEC/SOX regulated) companies, multidivisional and international operations

    Work Experience

    Chief Operating and Financial Officer

    Crest Digital Inc -
    Anaheim, CA

    March 2009 to Present

    A private corporation providing post production, optical media (CD and DVD), and digital media to the to the entertainment, fitness, and software industries. Offices in Hollywood and Anaheim CA, with a 38% joint venture in an optical media operation in Beijing China.

    Chief Operating and Financial Officer March 2009 to Present
    Reporting to the Board of Directors and Owners, responsible for restructuring operations and the balance sheet to best position the company for sale or reorganization. Cut operating losses from $(5.8)m to $(1.7)m, EBITDA from $(1.5)m to $0.3m. Reduced costs through restructuring and process improvements. Improved margins by focus on profitable customers and value add Services. Introduced two new profit centers utilizing the existing company infrastructure. Raised working capital in difficult economic environment, Attracted several strategic buyers, currently negotiating, sale pending.

    Vice President - Controller

    Princess Cruises

    May 2004 to March 2009

    A Valencia CA-based, $2 billion, 26,000 employee division of Carnival Corporation providing cruise and hospitality services.

    Vice President - Controller May 2004 to March 2009
    Reporting to the CFO, responsible for coordination of SOX compliance activities and overall management of all accounting, tax, budgeting, and cash management activities (including foreign currency) for a $2 billion division with multi-national operations. Staff of 130+. Successfully implemented SOX processes company-wide communicating value/importance with business operators resulting in sign off from auditors and no significant deficiencies.
    Absorbed 28% capacity increase in one year with minimum additional financial personnel.
    Integrated Cunard Cruise Line brand accounting/forecasting/budgeting into Princess organization (additional two ships and 16% capacity increase), saving $2 million annually. Reduced monthly close to four days, with improved quality of financial records and reports. Improved communications of financial information with corporate headquarters. Executed a Corporation-wide chart of accounts initiative using Oracle financial systems educating/communicating with department heads impact of changes on budgets/forecasts. Reorganized finance/accounting organization to improve speed, efficiency, and teamwork between functions within finance, with Corporate finance, and with the business operators. Instrumental in creating a culture that required forecast accuracy and adherence to budgeted objectives focused on cooperation between finance and business operators.

    Senior Consultant / Interim CFO

    Kibel Green, Inc

    September 2000 to May 2004

    A Santa Monica CA-based boutique consulting firm specializing in interim executive services, value creation, business turnaround assistance, and cash management.

    Senior Consultant / Interim CFO September 2000 to May 2004
    Assisted client companies (Peregrine Systems, Construction Machinery Inc., Consolidated
    Freightways, Applause LLC) with financial and organizational restructuring, cash management, and prospective business planning. Worked with BOD, senior executives, shareholders, and lenders to arrive at a strategy to maximize the return on invested capital. Prepared status updates on client company operations for BOD and lenders. Helped a client emerge from creditor foreclosure to resume successful operations. Generated over $50 million in cash from sale of assets of distressed business units. Negotiated asset-based lending agreements for companies with poor credit history. Reduced $2+ billion in creditor claims to less than $60 cash million payout.
    Performed an orderly liquidation, significantly reducing investors anticipated loss.

    Vice President and Interim Chief Financial Officer

    United States Manufacturing Company, LLC

    May 1999 to July 2000

    A $50 million, Pasadena CA-based manufacturer of prosthetic and orthopedic components.

    Vice President and Interim Chief Financial Officer May 1999 to July 2000
    Began a turnaround following acquisition from owner/family by venture group. Interim COO/CFO running operations, initiating changes in procedures, policies, and processes. Aided in recruiting new senior management team. Participated in BOD meetings as executive committee member and secretary. Developed a strategic business plan and budget to increase investor value.
    Acquisition/transition team member for two product lines, one company.

    Vice President and Chief Financial Officer

    Advanced Bionics Corporation

    October 1998 to May 1999

    A $50 million, Valencia CA-based company that designs, manufacturers, markets, and sells implantable neurostimulation devices.

    Vice President and Chief Financial Officer October 1998 to May 1999
    Reported to the President, with the primary objective of providing strategic and financial input for managing the business toward profitability. Dramatically improved communication and implementation of financial objectives within all functional areas of the company. Developed a process for measuring the cost of quality through data analysis of rejected material, rework, scrap, returns, and the cause of multiple inspections. Eliminated 10 days from the month-end closing cycle.

    Chief Financial Officer/Interim Chief Operating Officer

    RF Technologies, Inc

    December 1995 to October 1998

    A Milwaukee WI-based rapidly-growing, $30 million, manufacturer of wireless technology products that designs, manufacturers, markets, and sells products for the health care market.

    Chief Financial Officer/Interim Chief Operating Officer December 1995 to October 1998
    Reported to the owner. Provided strategic and financial input on all aspects of the business. Responsibility for accounting, financial reporting, business planning, IT, acquisition analysis, banking relations, cash management, incentive compensation plans, risk management, office administration, and facilities management. 1996 - 98 revenue growth: 60%, 35%, 61%; EBITDA 125%, 16%, 384%. Negotiated three alliances with health care providers, fueling growth. Interim sales/marketing division manager for 13 months. Managed direct sales and telesales organizations for 18 months. Extensive recruiting to fuel growth. Personally involved in hiring 80+ employees.

    Controller/Corporate Accounting Manager

    Marquette Medical Systems, Inc. -
    Milwaukee, WI

    June 1986 to December 1995

    Reported to both the Chief Financial Officer and Division President. Provided input to management on financial issues affecting operations. Responsibilities included SEC reporting, global consolidations, forecasting, business planning, budget analysis, capital expenditure analysis, cost accounting, month-end closing, and consolidation of Corporate financials including foreign subsidiaries. Helped prepare company for stock sale to GE Medical Systems. Integrated accounting systems and financial reporting of $100 million acquisition. IPO in 1991. Led company-wide cost reduction/value creation program during a period of stagnant growth changing culture to focus on costs, forecasting, and budget compliance.

    Cost Accounting Manager/Inventory Specialist

    Dresser Industries, Engine Division

    August 1980 to June 1986

    A Milwaukee WI-based $225 million manufacturer of engines for industrial and oil markets.

    Cost Accounting Manager/Inventory Specialist August 1980 to June 1986
    Responsible for supervision of cost accounting staff, product costing, standard setting, capacity planning, inventory reporting, cycle count inventory sampling, and monthly cost /variance reporting. Preparation of fixed fee and cost plus pricing for government orders.

    Internal Financial/IT Auditor

    A. O. Smith Corporation

    January 1979 to August 1980

    A Milwaukee WI-based $1.3 billion manufacturer of OEM component products for the automotive and consumer products industries.

    Internal Financial/IT Auditor January 1979 to August 1980
    Corporate staff function ensuring compliance with SEC, GAAP, and corporate operational control policies in multi-division/multi-location environment. Controllership career track position.

    Education

    MBA in Management

    Marquette University

    1986

    BBA in Accounting

    University of Wisconsin

    1978


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