EXECUTIVE SUMMARY: A "24-7" VP Finance/CFO/Real Estate/Procurement Executive with 20+ years of hands-on financial, operational, shared services and supply chain experience with proven company improvement credentials. Well-disciplined and organized self-starter with a creative, team development and leadership style to enrich the organization. Strong understanding of complex systems, financial and organizational aspects used to influence the strategic direction and best position companies for growth and longevity. I am a candid advisor and credible business partner. Managed groups of 200+.
KEY STRENGTHS & CORE COMPETENCIES
Global Business Shared Services
Strategic Sourcing & Procurement
Financial Planning & Analysis Leadership
Business Process Outsourcing (P2P, O2C, R2R, HR, Payroll)
Manage Global Real Estate & Facilities operations (negotiations & oversight)
Software Systems Implementations - (SAP, ARIBA, WORKDAY, CONCUR)
Staff & Team Development
Optimizing Margin & Cost Improvements
HR & Employee Benefits Management
Cross-Enterprise Project Management
Strategic Planning/Sales Growth
Acquisition Due Diligence
Audit & Legal Liaison
Contract Review & Negotiation
Risk Management & Compliance
Creating Performance Metrics
Vice President05/2013 to CurrentSony Electronics, IncSan Diego, CA
Finance - Procurement & Real Estate Currently responsible for Finance, Strategic Sourcing, Facilities including our Supply Chain support.
The procurement and business partnering leadership has led to verified annual savings of $10M+ the last 3 years.
Process improvement plans reduced our vendor base by 50% with a Preferred Vendor program segregated by spend categories, including Supplier performance metrics, measuring regularly and accurate reporting.
Indirect Spend responsibility is in excess of $500M.
Leveraged best practices to provide thought leadership and adapt new practices driving American Express B2B payment solutions by demonstrating the ability to influence and drive change across the organization, and be the glue between business units, company leadership and procurement teams.
Effectively influenced multiple stakeholders for alignment to policies and increased the capacity of the Procurement team by developing and executing strategic plans to improve sourcing and transactional application utilization.
Verified $5M savings.
Lead cross functional teams, including internal and external service providers, in the development and implementation of the Procure to Pay (P2P) process improvements.
Consistently collaborated with our "sister company" resources to drive global P2P process standardization including working with the accounting and payables groups in connection with the changes in P2P systems & operations.
Lead the organization for real estate, facilities operations and administrative services professionals, many of whom are located in other regional and local offices, which use a number of outsourced real estate & facilities management service providers.
Served as the primary strategist for the company's office and distribution centers across the U.S.
Demonstrated strategic leadership in retail store lease negotiations and financing the company's 1,400 employee headquarters.
These efforts netted over $6M in annual savings.
Also developed multiple alliance relationships focused on delivery of selected real estate portfolio management, transaction management, facilities operations (space planning / optimization, occupancy management, etc.), project management, property management and physical security services.
Achieved results in excess of $12M+ annual cost savings with consolidations into improved shared space across the Sony business groups.
Vice President/Director08/2004 to 05/2013Sony Electronics, IncSan Diego, CA
Lead and developed numerous Corporate & Global Shared Services & support functions including the Accounting Services Center, Procure-To-Pay center, our U.S.
Payroll operation, employee benefits accounting & administration, and oversaw the FP&A operations.
I established strong business and financial planning processes, budgeting, strategic frameworks and drove critical financial decisions.
We assessed corporate model changes with timely financial and management reporting.
Responsibilities include forecasting, budgeting, financial and scenario planning through development of logical decision frameworks and methodologies.
I have a history of well-informed judgment around technical and business investment opportunities.
I served as the Executive Sponsor for Business Process Outsourcing activities in the F&A and IT space and supervised over 200 employees within the USA and in India.
Played a lead role laying the transformation roadmap with Sony HQ.
BPO efforts over the past 5 years have netted over $6M in annual cost saving reductions which are projected to grow to $8M annually with ongoing process improvements.
As Head of the Accounts Payable efforts, successfully guided the company to increase DPO from 34 days to 57 days in less than 12 months, saving the company over $300M in annual cash flow and interest costs.
Led a team with Treasury to convert all Accounts Payable to electronic payment practices.
Appointed Executive Sponsor and Project Lead on numerous IT investment projects to update and improve the company's HR system for employees and performance management as well as the company's variable compensation system (Commissions & Bonuses).
Lead successful implementations of various system upgrades, migrations and conversions from Payroll to Freight Management to Financial Reporting.
VP Finance & CFO02/2001 to 08/2004Mobile Telesys, Inc./CellPhones PlusSan Diego, CA
Directed all financial, operational and administrative functions of a $75M-$100M annual revenue, retailer with 115 locations in 5 states at our peak with Verizon Wireless and AT&T Wireless.
Implemented and managed all Business Operations including Cash Management, Accounting, Controllership, Insurance/Risk Management; Strategic Planning, Acquisitions & Divestitures and HR benefits administration.
Successfully guided the company to a 50% improvement in cash flow and profitability from operations over previous two years via detailed restructuring to controlled growth plans during the worst of times in the wireless industry.
Raised $5M line of credit for the company's growth plans and capital flexibility.
Directly supervised a staff of 30+.
Led systems integration using Citrix, SQL, Great Plains/Solomon and a proprietary POS system for store locations.
VP Finance & CFO11/1998 to 02/2001Co-Mack Technology, IncVista, CA
Restructured and redeveloped all financial, administrative, IT and operational aspects of a $10-$15 million annual revenue, plastic injection molding & engineering services company dedicated to ISO9002 & Six Sigma standards.
Primary responsibilities included all Controller, Financial Reporting, Budgeting, Human Resources and Inventory & Manufacturing ERP functions.
Assisted CEO in strategic planning, management and control.
Successfully guided the company to increased revenues of nearly 20% per year, while cash flow from operations accelerated to a 35% improvement over previous year(s).
Raised $5.0 million in debt/equity financing with Sirrom Capital/Finova.
VP Finance & CFO06/1997 to 11/1998Tacan CorporationCarlsbad, CA
Led all financial, administrative and operational aspects of a $15M-$18M annual revenue, fiber optic telecommunications manufacturing company primarily focused in the CATV industry.
Developed, improved and directed all accounting and financial reporting functions, annual external CPA and government audits, reported to various investment bankers and industry analysts and counseled with the CEO on mergers & acquisitions and operational projects.
Significant accomplishments included: Reduced inventory by $1.2M or nearly 25% in 4 months by implementing ''Build-to-Order'' systems and improved cost tracking.
Instituted tighter accounts receivable controls and procedures, coupled with the inventory reduction, which lead to a $1.7M increase in cash used to reduce ''old'' A/P and repair vendor relationships in 8 months.
Successfully negotiated a $5M credit facility with the CIT Group, which more than doubled the credit and expansion capacity of the Company.
Reviewed, analyzed and developed a new operational/organizational structure to eliminate redundant costs, increase internal communications and efficiencies and consolidate continuing operations for improved work flow and productivity within 6 months.
General Manager/Chief Operating Officer06/1992 to 06/1997Thornton WineryTemecula, CA
Total responsibility for an $8M+ annual revenue winery and its diverse business segments.
Duties ranged from day-to-day management of 100+ employees to strategic planning for 5 revenue centers.
Major accomplishments included: Refocused the winery's product offerings to include premium still wine, which now produces nearly 65% of the company's wine sales.
Restructured and improved the sales distribution systems to support the aggressive growth plan.
Implemented and directed new marketing, promotional and advertising programs to significantly increase the regional customer base in less than 6 months.
Consolidated and restructured business segments in order to improve operating efficiency, productivity and cash flow.
Provided leadership and guidance in the development of a new retail distribution method, mail order and wine on the Internet, as part of re-focusing the company's long-term direction.
Improvements lead to annual revenue and profit growth rates in excess of 30% for each of the previous 3 years and the winery and Café Champagne received more honors and medals for quality and excellence.
Masters Degree: Business Administration - FinanceSan Diego State UniversitySan Diego, CABusiness Administration - Finance
Bachelor of Science: AccountingMillikin UniversityDecatur, ILAccounting
Supplier Diversity Council - San Diego, CA
Board of Directors
American Express Global Advisory Board - New York, NY
Committee Member - Corporate Card Services
Accounting, Accounts Payable, accounts receivable, Acquisitions, administrative, administrative functions, advertising, A/P, B2B, Benefits, benefits administration, Budgeting, Business Operations, Business Process, cash flow, Cash Management, Citrix, consolidations, Contract Review, Controller, CPA, credit, delivery, direction, driving, Due Diligence, equity, ERP, facilities management, Finance, financing, financial, Financial Planning & Analysis, financial and management, financial planning, FP&A, Financial Reporting, forecasting, functional, government, Great Plains, Human Resources, HR, Insurance, Inventory, ISO9002, Leadership, Team Development, team development and leadership, Legal, marketing, mergers, mail, office, Negotiation, negotiations, Enterprise, optimization, organizational, payables, Payroll, peak, performance management, policies, POS, processes, Process improvement, Procurement, profit, Project Lead, Project Management, property management, quality, Express, Real Estate, reporting, retail, Risk Management, Sales, SAP, self-starter, Six Sigma, Solomon, space planning, SQL, strategist, strategic, strategic plans, Strategic Planning, Strategic Sourcing, Supply Chain, systems integration, telecommunications, Treasury, upgrades, work flow