Responsibilities include leading all aspects of financial reporting, budgeting and forecasting, cash and banking, strategic planning, purchasing and planning, customer pricing, and insurance. Key accomplishments included:➢ Spearheaded nine acquisitions (six manufacturing companies and 3 distributors) including negotiation, due diligence, and integration.➢ Led the Supply Chain starting in 2009 developing tools to decrease stock outs while reducing inventory write-offs as a % of sales and increasing inventory turns. Reduced slow moving inventory by 75%.➢ Successfully transitioned the company from a home-grown ERP system written in the 80’s and 90’s to Oracle E-Business Suite. Completed the project under budget and within 3 months of the original timeline.➢ Led the Pricing, Costing and Analysis Group from 2015 to 2018. Simplified pricing structure to customers improving margins and decreasing the time to quote customers. Developed analysis tool to identify the cause of change for margins.➢ Negotiated a swap agreement with the bank to fix interest rates for 10 years on $10M in debt at the market low point with the potential to save $400,000 per year compared to current interest rates.➢ Leading Vital Factor team for freight with a goal of saving 10% of freight costs in 2023.➢ Switched Banks increasing borrowing on receivables from 80% to 90%, inventory from 45% to 65%., decreased financial covenants and reducing interest rates 50 basis points.➢ Negotiated refinance of four properties fixing rates at 3.3% for 20 years with no personal or business guarantees saving $3.5M.➢ Successfully navigated through an IRS audit with only one small timing adjustment made and no penalties.➢ Successfully built a strong loyal team with very low turnover.

➢ Developed extensive cash flow model to manage cash, borrowing and covenants of all the companies to help manage through the dotcom boom and crash with up to 45% growth and years of 50% declines in revenue➢ Reduced DSO from the high 60’s to below 50 days. Reduced bad debt write offs from a high of 1% of sales to an average of 0.05% average over a 5-year period.➢ Led a litigation effort to collect on a note for $2.1M winning a unanimous jury award holding up the personal guarantee and ultimately collecting over 60% of the debt in the person’s personal bankruptcy case.➢ Won an arbitration case with a customer that was unable to pay their bills and were claiming quality issues related to the products distributed.

➢ Built a solid team within finance establishing myself as a results driven executive managing my department and helping other executives to implement key performance indicators for each functional operating area of the company.➢ Performed due diligence for an acquisition of a $10M manufacturer and handled the purchase accounting for a regional distributor.

(NASDAQ Publicly traded manufacturer of high-end commercial use computer printers and printer accessories, with $170 million in annual revenue)Accounting Manager 1998➢ Responsible for accounts payable and general ledger.➢ Review all SEC documents, including forms 10Q and 10K.➢ Review Annual Report.➢ Reduced number of days in close process from six to two days.➢ Reviewed MD&A, financial statements and related disclosures for inclusion in Annual Report.➢ Coordinate with Arthur Andersen with the interim and year-end audits.

➢ Prepared all SEC documents, including forms 10Q and 10K.➢ Prepared MD&A, financial statements and related disclosures for inclusion in Annual Report.➢ Coordinated semiannual budget process.➢ Prepared and analyzed monthly financial reports.➢ Prepared quarterly Board of Directors package including summary and analysis of business operations and profitability.➢ Received special recognition from CFO for performance during the Company’s search for a full-time controller.

➢ Responsible for planning and execution of various industry engagements for public and privately held entities, with significant experience in SEC reporting.➢ Reviewed client financial statements and related footnote disclosures for quarterly and annual external financial reporting.➢ Worked with engagement partner and manager to ensure client deadlines were met.➢ Supervised and reviewed engagement staff.➢ Participated in firm’s professional training including teaching basic and advanced Excel to the Long Beach office.