Michael Kelly Email & Phone Number

San Francisco Bay Area

Wohler is a designer and manufacturer of monitoring hardware & software for the broadcast industry.2021 - Present: CFO and Chairman2015-2021: CFO and President2007-2015: CFO

San Francisco Bay Area

ValueStar was an offline and online provider and publisher of ratings for quality local service firms. The Company underwent a change in ownership in late 2001.DUTIES:• Responsible for all aspects of Accounting & Finance, HR, and Information Technology.• Liaised with outside auditors, implemented internal controls, prepared due diligence packages for venture capital and private equity financings, assisted part-time CFO to prepare quarterly and annual reports on Forms 10-Q / 10-K.ACCOMPLISHMENTS:• Managed project that merged three corporate databases (finance, CRM and prospect database) into a single database. Tasks involved contract negotiation, identifying common fields, setting up custom records in the new database and managing the cutover.• Led a team that engineered a financial transaction-matching application to track and report against purchases and ratings between member consumers, member service companies, credit card companies and merchant processors. I wrote the business requirements, specified the outputs and managed the technical implementation.• Completed extensive due diligence responses, including modeling and forecasting, for four private equity rounds which included investments from six institutional investors, raising over $36 million in private equity from 1998-2001. One institutional investor commented to the President in 1999 that the due diligence preparation was the best that they had encountered.

San Francisco Bay Area

Privately held distributor of material handling equipment and static control products. James Old & Son was sold to Silicon Valley Shelving in 1994.DUTIES:• As Controller of James Old & Son through 1994, I was responsible for accounting/finance, human resources, IT and warehouse operations.• As Operations Manager of the consolidated Silicon Valley Shelving/James Old & Son (1995-1998), with double the revenues, I was responsible for warehouse operations, internal audit, and subcontract administration.ACCOMPLISHMENTS:• Promoted to Controller within a year (1993) of being hired as the accounts receivable clerk.• As Operations Manager of the consolidated company, I implemented an inventory demand-forecasting module within the accounting software that increased inventory turnover by 150%.