Performance-driven executive and senior manager with skills and expertise in finance and operations in markets ranging from financial to technology including technical consulting services in both commercial and federal government markets.
Increased cost-effectiveness by 15% through compliance enforcement and implementation of a rigorous quality control system.
Created critical KPIs to track and improve on-time delivery, customer issues and safety statistics.
Grew revenue by $5 million in the first year by spearheading development of Federal Government Services business.
Streamlined delivery and sales support operations, resulting in a 20% reduction in operating budget.
Served as key contributing member to Leadership team.
Leading areas of expertise include executive leadership, sales growth, operations management, financial management and reporting, strategic planning, human resources, training and staff development, team building, process improvement, MIS functions, performance metrics, budgeting and controls, government accounting, pricing, cost management, government bid and proposal process and cash management Primary position functions are financial management and financial functions and contracts management for this start-up IT services business.
Increased net revenue even as the market experienced a significant multi-year economic downturn.
Established the Federal business structure (including structure, process and pricing), which resulted in the launch of the Federal business practice as part of a dual sales approach, complementing the existing commercial practice.
Led the strategic planning process and the direction of the organization.
Expanded market sectors and services, resulting in diversification and revenue consistency.
Developed and implemented metric-based performance protocols.
Built the business development function.
Restructured the recruiting function for optimal efficiency and effectiveness.
Outsourced I.T. Support and the Human Resources functions.
Orchestrated the formation of (and venture funding for) a spin-off company - Real Ops - and its launch as an independent start-up.
Worked with diverse groups of investment bankers in considering potential strategic opportunities for corporate sale.
Served as a key member of the executive management team, with a strategic role in the overall management and direction of the company.
Provided leadership in the development of continuous evaluation methodologies for short- and long-term strategic objectives.
Responsible for planning, implementing and managing all financial activities of the company, including accounting, finance, forecasting, strategic planning, job costing, legal, property management, contract negotiations, and banking relationships.
Developed the ongoing strategic planning process for guiding the future direction of the organization.
Created organization-wide business systems, policies and procedures.
Established the company's Quality Assurance function and PMO functions.
Took a hands-on lead position in developing, implementing, and maintaining a comprehensive job cost system.
Ensured that effective internal controls were in place to ensure compliance with GAAP as well as applicable federal, state and local regulatory laws and rules for financial and tax reporting.
Responsible for all business operations (including product development, information technologies, operational reporting, business planning and metrics) in the high-growth environment of this $40-million technology firm specializing in investment analysis tools.
Key participant in executive management and strategic business planning.
Primary areas managed included customer service, contracts, invoicing, reporting, IT, and project coordination.
Accomplishments included (i) new product development resulting in a 15% increase in overall corporate revenue, (ii) restructuring the IT area, resulting in better response to management needs, and (iii) reorganization of customer service, resulting in cost reductions and improvement in overall client satisfaction.
Led financial management and the financial reporting functions.
Managed the contracts function including all pricing and negotiations.
Coordinated planning and budgeting for all product lines.
Responsible for business processes and information technology systems.
Instrumental in integrating financial functions into the ISO-9000 Quality System.
Key accomplishments included (i) implementation of a cost accounting system, (ii) establishment of contract management controls, and (iii) successful renegotiation of contracts with major government contractors.
Managed the financial and accounting functions in the high-growth environment of this $40-million technology firm specializing in investment analysis tools.
Key accomplishments include rebuilding of the accounting foundation and re-engineering of the accounting function; establishment of workflow procedures; development of staff; and, implementation of new business systems.
Managed preparation and analysis of consolidated financial statements (including tax reporting).
Coordinated planning, budgeting and accounting for eight business units (domestic and international).
Analyzed and coordinated the implementation of new product lines, pricing structures and business acquisitions.
Joined this value-added reseller of customized financial software and turnkey hardware systems as its Controller.
Advanced to the position of Executive Vice President-Finance and Chief Financial Officer in 1989, as ULTRADATA, with Ultradata increasing its annual revenues from $10 million to $25 million.
Held key responsibility for cash and investment management, cost controls and pricing policies, corporate planning and budgeting process, state and federal taxes, contract negotiations and capital assets.
Managed a staff of 20.
Accomplishments included: Establishment of two joint ventures and serving as Managing Director.
Initiation of an IPO, and then the leveraged-buyout by the corporate directors.
Automation of the general ledger, inventory control and purchasing systems.
Creation of a more useful management information through activity-based budgeting and reporting.
Implementation of a system to promote better control of margins.
Utilization of the percentage completion method to provide more accurate revenue recognition.
Responsible for cash and investment management, accounting functions, cost controls and pricing policies, corporate planning and budgeting process, state and federal taxes, contract negotiations and capital assets.
Managed a staff of 5.
Responsible for subsidiary accounting and consolidations including: cash management; currency conversions; and financial statements.
Audited Credit Unions and PPB for compliance and financial viability per state requirements.
Finance: accounting, acquisitions, automation, banking, budgeting, cash management, consolidations, contract management, contract negotiations, cost accounting, financial management and reporting, forecasting, general ledger, government accounting, planning and analysis, investment management, invoicing, job costing, pricing, purchasing, revenue recognition, tax
Operations: business development, business operations,business planning, business processes, business systems, customer service, Human Resources, information technology, inventory control,ISO-9000, process improvement, product development, project management, property management, proposal process, quality assurance, recruiting, staff development Executive: strategic business planning, executive management,team building, leadership, legal, MIS, negotiations, new product development, operations management, policies
Executive: strategic business planning, executive management,team building, leadership, legal, MIS, negotiations, new product development, operations management, policies
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