Provide executive leadership and strategic direction and oversight of the District's finance and accounting functions including daily operations, financial planning and analysis (FP&A), strategic long term financial planning, Municipal and General Obligation Bond debt financing, accounts payable, accounts receivable, payroll, groundwater billing, financial reporting, internal controls, property management, financial audits, and presentations to the Board of Directors for a $55M California Special District; manage 1 direct report and 8 staff in total.

Provide leadership for finance and accounting including accounts receivable, commissions processing, insurance claims processing, monthly close, budgeting and forecasting, revenue recognition/reporting, internal controls, and ISO 606 compliance for a $50M durable medical equipment manufacturer (DME); manage 6 direct reports.Key Achievements:• Manage and provide direction for accounts receivable (AR), insurance claims processing, commissions processing, posting cash, month-end close including, revenue recognition, cash forecasting, commissions accrual, bad debt reserves and ad hoc financial modeling.• Implemented an automated Accounts Receivable (AR) system to enhance collections efforts and provide customers with online access to their account and payment options without adding FTE’s. • Implemented an automated Insurance Claims processing system to eliminate paper processing of Insurance Claims. This included a claims processing system and a new clearing house to process the claims. The new system achieved 80% of claims being processed electronically vs. 12% prior. • Implemented a new commissions system to accurately process monthly/quarterly commission payments. The new system decreased commissions processing time by 80% while improving the accuracy of commission calculations.• Review/Approve all contracts for facility sales and for the sale of fixed asset systems to hospitals to ensure revenue recognition is properly addressed and Bioness terms and conditions are met.• Conducted ASC 606 (revenue recognition) review for Bioness and prepared revenue memos for all revenue streams. Bioness is currently compliant with ASC 606.• Conduct management presentations on monthly revenue and provide analysis and recommendations on decisions to reduce costs, improve gross margin and maximize return on investment.

Provide leadership for finance and accounting including; General Accounting, support Budgeting/Forecasting (FP&A), AP, AR, Payroll, Financial and Operational reporting, and Internal Controls (SOX). Joerns is a $160M Healthcare equipment provider/manufacturer. Direct Reports included 6 employees.• Supervise all aspects of the General Ledger (GL), Disbursements, Accounts Receivables, Payroll, Sales and Property Tax Reporting and Compliance.• Supervise all aspects of the month-end close including; Warranty Reserve; Revenue Recognition; Inventory Reserves and AR/Bad Debt Reserves.• Present monthly P&L and Balance Sheet reviews to the senior leadership team and senior management in corporate.• Review Sales and COGS trends and determine the drivers of all variances.• Development performance metrics for labor savings, purchase price variance (PPV), and overhead costs.• Assisting in developing and maintaining internal controls, accounting policies and procedures and preparation of operational / financial reports.• Supervise Inventory accounting and tracking of Fixed Assets • Manage compliance audits and SOX.• Providing analysis, advice and recommendations to help top-level management make operating decisions on cost reductions, improving gross margin and maximizing return on investment. • Assure adherence to Generally Accepted Accounting Policies and Corporate Accounting Policies.

Directed all daily operations for accounting and finance operations including the integration of two privately held and one public company into a newly formed division: Stratasys Direct Manufacturing. Areas managed included General Ledger Accounting, Pricing and Cost Analysis, development of an FP&A team for budgeting and forecasting, Financial and Operational reporting and the implementation of SOX along with public accounting audits. Stratasys Direct Manufacturing is a $100M manufacturer of 3D printed parts. Provided leadership for a team of 5 direct reports: 3 Controllers and an FP&A staff of two.• Direct the monthly close and consolidation of three company’s financial statements.• Develop and present the monthly/quarterly P&L and Balance Sheet reviews to local and corporate senior leadership.• Develop a detailed bottoms up budget process for the three businesses and build an FP&A team to support it.• Lead the annual budget process and supervise all quarterly forecasts.• Present the annual budget and quarterly forecasts to local and corporate senior leadership.• Review the monthly/quarterly Sales and COGS trends and understand the drivers of all variances.• Review key items during the month-end close including; Warranty Reserve; Revenue Recognition; Inventory Reserves and AR/Bad Debt Reserves.• Begun the implementation of SOX (internal controls/segregation of duties) to become SOX compliant by 07/2015.• Develop properly documented accounting policies and procedures for the division.• Aligned business and accounting processes among the three companies to allow for consistent and accurate accounting.• Assure adherence to Generally Accepted Accounting Policies and helped to develop Corporate Accounting Policies.

Provided leadership for Accounting, Finance and IS operations including; Budgeting/Forecasting (FP&A), General Accounting, Cost Accounting, Pricing, AP, AR, Payroll, Financial and Operational reporting, Internal Controls (SOX), budgeting/forecasting and the IS organization. • Supervise all aspects of the General Ledger (GL), Disbursements, Receivables, Payroll, Pricing, Cost Accounting, Sales and Property Tax Reporting and Compliance (12 people).• Manage annual operating plan, strategic planning and quarterly forecasts.• Supervise all aspects of the month-end close including; E&O Calculation; Warrantee Reserve; Revenue Recognition; Inventory Reserves and AR/Bad Debt Reserves.• Present the monthly/quarterly P&L and Balance Sheet reviews to local management and Corporate Finance.• Review the monthly/quarterly Sales and COGS trends and understand the drivers of all variances.• Development performance metrics for labor savings, purchase price variance (PPV), scrap reduction and overhead costs.• Review and approve all pricing proposals• Assisting in developing and maintaining the plant’s internal controls, accounting policies and procedures and preparing operational / financial reports.• Supervise the accounting of Capital projects and tracking of Fixed Assets • Providing analysis, advice and recommendations to help top-level corporate management to make operating decisions on reducing costs, improving profit growth and maximizing return on investment. • Manage compliance audits, SOX 404 testing and government contractor audits.• Responsible for internal financial controls to ensure assets are adequately safeguarded and results are accurately reported. • Assure adherence to Generally Accepted Accounting Policies and Corporate Accounting Policies• Take the lead financial role on acquisitions and divestitures.• Develop a world class Finance team and create a Center of Excellence for processing transaction accounting activities.

Manage the accounting and finance operations including disbursements, taxes, compliance, payroll, FP&A and the monthly close process using SAP. Boston Scientific Neuromodulation is a $360M manufacturer of durable medical devices.• Manage all aspects of the monthly close process in SAP. • Manage all aspects of the General Ledger (GL), Disbursements, Receivables, Payroll, Sales Tax and Property Tax Reporting and Compliance (15 people).• Supervise the accounting of Capital projects and tracking of Fixed Assets.• Review inventory reserves, cycle count and EE&O calculations for each monthly close.• Present the quarterly Balance Sheet reviews to Senior Management and Corporate Finance.• Report expenditures and monitor funding for government grants.• Manage the finance/accounting areas for an SAP Implementation project.• Develop a streamlined process for preparing and distributing monthly reporting (internal and external).• Manage compliance audits, SOX 404 testing and government reporting as required by law.• Prepare various state and county tax returns (property tax, sales and use, etc…) and negotiate with taxing authorities on payment of various taxes.• Assist in the implementation of an automated Sales Tax Reporting solution.• Lead the transition of Payroll, Accounts Payable and Accounts Receivable from a local to a corporate outsourced function.

Oversaw the accounting and finance (FP&A) for Amgen’s IS Organization including overseeing the monthly close process utilizing SAP.• Manage all aspects of the monthly close process in SAP.• Analyze, budget and forecast expense and capital budgets.• Manage all aspects of the IS Capital projects approval and funding process (Investment Lifecycle Management) including a $340M ERP project • Develop and present annual expense and capital budgets. • Develop streamlined monthly reporting packages with variance analysis.• Redesign and streamlining the IS Capital Investment Lifecycle Management process to meet the needs of senior management. • Interact with internal and external project teams on the review and settlement of key costs and contractual requirements.• Assist in the planning and implementation of outsourcing IS Operations.• Member of cross functional team to implement/improve processes and resolve accounting, budgeting and operational issues as they arise.• “Super User” for the implementation of SAP.

Managed the monthly close, budgeting/forecasting and managing the Nestlé USA, Dreyer’s Grand Ice Cream, Chef America, and Nestlé R&D Purchasing-Card program• Manage department annual budget and quarterly budget reforecast.• Forecast growth targets to maximize disbursement savings and supplier rebates.• Coordinate and execute monthly financial close utilizing SAP.• Review the accrual process across companies to ensure accuracy and consistency.• Oversee intercompany receivables and monthly wire transfers for the disbursement process.• Develop strategic plans for new disbursement processes (P-Card, eInvoice, EIPP, EDI, ERS, T&E).• Develop and maintain Business Recovery processes.• Communicate with all levels of employees/management for all Nestlé companies (North American and Globally).• Negotiate contracts with Card Service Providers. • Team member in outsourcing the Nestlé Disbursement process for North America.• Executed the outsourcing of the North America A/P and P-Card program including training development and Supplier Relationship Management.• Managed SLA with outsourcing partners• Worked on a cross functional team to review the procure-to-pay process and identify control weaknesses and processing inefficiencies.• Worked with an international team to develop a Global Purchasing Card program.• Researched application providers to implement an automated T&E program for North America.• Accomplishments include maximizing the use of the P-Cards to ensure $1.6 - $1.8 million in yearly disbursement processing cost savings and re-negotiated the Card Provider contract (Corporate Card and P-Card), providing a $1.5 million rebate for Nestlé USA.

Responsible for planning and scheduling audit engagements, identifying and assessing risk exposure of business processes, supervising audit team members, and preparing independent auditors reports. Audit engagements included manufacturing and financial institutions, initial public offerings, pension plans, and governmental compliance audits.