Julie Leonhard Cpa, Jd Email & Phone Number

Santa Rosa, Ca, Us

Santa Rosa, Ca, Us

Novato, California, Us

Santa Rosa, Ca, Us

CFO for rapid restart of a well known tech manufacturer (OCLI ) and innovative world leader of vacuum deposited thin film coatings, designed for applications that require precision anti-reflective properties, conductive anti-reflection features and high reflecting front surface mirror characteristics. From transaction close in June 2014 to ramp speed of ~ $ 10 mm in sales in 6 months. Hands on responsibilities and implementations include : Finance and Accounting ( QuickBooks Enterprise , NetSuite and Excel ), CRM (Salesforce) HR (Paylocity) , Operations, Legal, Treasury ( Bank Reporting and Document review) , Cash Flow Management , Cost Accounting, Financial budgeting and modeling, KPI reporting, regulatory compliance , Export Import compliance , ITAR, ISO 2018 (QT9), Branding and Marketing . Working Capital and CAPEX funding within first year of operations with no personal guarantee requirements .

CFO and Controller consulting services providing experienced, efficient, and effective financial and regulatory reporting systems, processes and documentation. Assisting Founders, Executives, and Stakeholders with growth, strategy and innovation. Current and former clients include, Medrio -SAAS MAC Thin Films, Inc.- High Tech Manufacturing, Sea Kind - CPG , and Bar Method - Fitness Franchises

Orinda, Ca, Us

Directed accounting, finance, and financial reporting during a 200% rapid expansion rate for a $ 30M international distributor and co-manufacturer of fruit cups.• Managed an eight person outsourced accounting department with zero growth in staff during an aggressive expansionary period of 200% sales growth, 200% sku growth, and the acquisition of two new brands. • Co-authored and led the completion of a comprehensive financial forecasting model driven by detailed individual sku costing data which provided the basis for the discontinuation of multiple product lines and strategic pricing adjustments. • Prepared all financial reports including budgets, 5 year forecast, cash flow, weekly Board reporting, and monthly comparative financial reports. • Designed and implemented Netsuite ERP revision to report in GAAP compliance by multiple brands, with accurate sku costing methodology, and detailed accrual calculations inclusive of trade spend discounts• Implemented monthly close processes inclusive of monthly close checklist enabling a successful asset based lender audit. • Created over 20 customized NetSuite reports including customer, sku, and brand profit and loss summaries, inclusive of trade spend, trade freight, marketing, and cost of goods sold.

Managed finance, accounting, operations, and human resources for a start up organic and Fair Trade beverage Company. Developed all budgets and forecasts, variance and cost/benefit analyses, and monthly financial reporting packages. Implemented flash reporting inclusive of key performance indicators, and bellwether account tracking. • Facilitated funding of $14.5m in Series D investment and $1.5M in Series C investment by providing five year strategic financial and sales plan to investors.• Established team and processes to enable Company’s expansion into national market within 4 month period. • Maintained complex corporate capitalization table, ISO options, and investor’s updates for Series A, B,C and D investors.• Developed Flash report inclusive of bellwether account performance tracking for the executive team .• Revised two years of past accounting records which enabled the Company’s first audit. • Delivered $125K+ in annual savings by converting outsourced consulting work into an in-house operation. • Boosted Dun & Bradstreet (D&B) rating, and advanced company from cash-on-delivery-only vendor terms to $1.6 m in 30-day terms. • Managed relationships with insurers, suppliers, bank and legal counsel during periods of rapid product and management change.• Participated in diverse projects including co-packer negotiations, new product launch, event management, distributor trade spend processes, depletion reporting, and logistic issues. • Filed all tax and regulatory reports inclusive of Delaware Franchise Tax, Fair Trade, State, and Local Tax returns. • Drafted and reviewed contracts with various suppliers, distributors, brokers, and consultants.• Re-implemented ERP system to accurately report inventory values, cost of goods sold, and customer profitability.

Spearheaded finance and accounting operations including budgeting and forecasting, cost/benefit and variance analyses, and financial modeling during a period of rapid company growth. Conceived and recommended innovative sales plans by leveraging finance and project management expertise to support sales strategy adjustments. Supervised establishment of vendor partnerships. Prepared financial reports for Board of Directors and company investors. Directed purchase-to-delivery flow of international inventory, including managing customs requirements. • Created proactive cash flow and forecasting models inclusive of key performance indicators.• Positioned company to secure second round of equity funding by crafting 5-year financial roadmap.• Successfully facilitated first year-end audit by designing and implementing controls and processes. • Equipped company with real-time accounting capability by introducing NetSuite ERP software solution.• Boosted inventory management efficiency by designing and implementing inventory needs-forecasting tool.

Provided accounting and management consulting services to various clients including a Commercial Insurance Agency, an Educational Services business, a staffing company, a group of medical spas and various small to midsized organizations. Prepared client’s financial statements and tax returns. Established accounting processes, computer implementations, and business intelligence for clients.

Directed the day to day sales, finance, and operations for an Internet, Marketing, and IT Services Company. Acquired 12 major clients during initial six months of operation . Managed a team of web and graphic designers and self financed visionary prototype website similar to Yelp, Open Table, with social networking functionality named Godowntowndetroit.com.

Turned around an underperforming small printing business thus establishing a large multimillion dollar printing, publishing, and direct marketing company. Oversaw functional areas including sales, operations, and finance and accounting. Partial client list included: Dow Chemical, Gelman Sciences, Palace of Auburn Hills, Ford Motor Company, Ford Foundation, Smith Group, Campbell and Ewald, Brogan and Partners, and General Motors. Managed a staff of 80. Increased sales from $1M to $6M over an 18 month period. Developed and managed the budget and business plans and negotiated all financing transactions including $4M of capital equipment financing and $1M of working capital. Built a state of the art printing facility (25,000 sq ft) and was the first printing company in Michigan to utilize leading edge waterless press technology and equipment. Built the company’s professional identity/brand. Launched various marketing campaigns and served as the company’s spokesperson and effectively represent its goals to the public, businesses, local community and government leaders, and the media. Garnered numerous industry awards for technical achievements in print technology including eco-friendly waterless printing. Voted as President of the International Waterless Printing Association and delivered numerous presentations on the benefits of waterless printing. Initiated the development of a trademark (logo/corporate identity) that is used worldwide to highlight the environmentally friendly usage of this process. http://www.wpa.org

Established and directed the day to day financial, accounting, administration and operational divisions for an adult career and vocational training company that prepared students for academic, personal, and professional success through quality career-focused programs. Partnered with 40 school districts while operating 100 classrooms. Hired and managed a staff of 10 employees. Conducted new hire onboarding orientations for 100+ employees.. Assisted in growing the company from 20 to over 200 employees.Managed cash flow through three years of explosive growth from zero to more than $25M per annum in sales. Established forty operational cost centers and processed payroll for more than 200 hourly employees utilizing a combination of SAGE Software, MAS90 and custom designed FoxPro database software.Negotiated and obtained $8M of asset financing and $5M private equity financing. Reported on all financial operations to venture capital investor and working capital lender; implemented and standardized financial controls and metrics. Co-built direct mail and telemarketing programs including an installation of a call center handling over 20,000 calls per month. Co-developed the Finance and Accounting curriculum utilizing Peachtree software.

Reported to the CEO and was responsible for building and managing the finance and accounting division for one of the largest commercial insurance agencies in Michigan that provided risk management solutions servicing high net worth businesses and individuals. Established and managed the accounting and financial operations for six other entities including a home care operators association (non-profit), a family legal services association and various real estate venture entities totaling $81M in annual revenues. Reconciled the company accounts current and found more than $80K of overpayments due to the agency. Evaluated current financing and restructured all outstanding debt. Established new banking relationship which saved the consolidated enterprises more than $100K per annum.

Provided senior accounting services on behalf of a certified public accounting firm offering a diverse range of accounting, tax and business advisory services. Clients engaged were in a wide variety of industries including: Construction, Insurance, Legal, Retail, Real Estate, Manufacturing and Healthcare.Co. Companies ranged in size from under a million to over 250 million in gross revenues.

Juris Doctorate, Business/Commerce, General

B. S. In Acct., Accounting- Cpa Directed