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 ~.

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.

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.
• 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.

• 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.
• 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.

• 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.
• 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.

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.

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.

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.

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.

Juris Doctorate, Business/Commerce, General

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