Principal. Financial Consultant providing Tax, Accounting and Financial Planning and Analysis and Financial Systems Project Management consulting. Oracle E-Business Suite implementations and ASC 606 revenue recognition for software and services are areas of expertise.

Project Manager on ASC 606 adoption and automation of new revenue recognition standards. Managed budgeting, forecasting and analysis of income statement for $150 million professional services division. Manager on Deferred Revenue and Un-billed AR custom made accounting system within Oracle relational database on $1.4 billion in annual revenue. Managed project team of 22 members of accountants, business analysts and programmers. Co-designed custom system using SQL scripts and Oracle EIS reports to calculate Deferred Revenue and Un-billed AR by customer contract.Project Manager on Oracle E-Business Suite Release 12 Implementation. Defined business requirements for revenue and cost recognition across $1.5 billion in revenue. Co- designed Rev Stream Revenue Manager and customizations of Oracle R12. Tested and Trained Accountants on using Oracle Order Management, AR, Projects and Service Contracts modules and Rev Stream. Reporting to Chief Financial Officer - Managed staff of 25 in Financial Planning and Analysis, Billing and Contract Operations.Forecasting profit and loss and analyzing $120 million software and services business. Ananlyzing risk and return opportunities and reporting back to the management team on how to improve profitability and minimize risk.Accounting for revenue using Input accounting method.Turned around Contract Operations and Billing Operations by redesigning roles, processes and computer systems.Turned around accounting and finance operations by redesigning accounting and forecasting tools and procedures. Dramatically improved the quality of financial information and analysis used in managing $120 million business.Significantly improved the management control and confidence in the forecast and informaiton required to run the business.

Supervised seven financial analysts responsible for compiling, reporting and reconciling property and casualty insurance statistics for use in pricing and reserving on a $5 billion annual premium portfolio. Reconciled all actuarial statistics to statutory financial statements. Saved $532,000 annually on a $5.5 million budget for rules, rates and forms from Insurance Services Office. Improved financial analysts’ productivity by 30% by creating new business processes and using existing computer technologies. Created, designed and deployed as a member of a team, a new Oracle relational database system for compiling and reporting property and casualty insurance statistics. (Contracted through Kelly Professional from 6/02-11/02)

Managed and underwrote all aspects of below investment grade asset based and cash flow loan transactions, supported SVP's sales and marketing efforts to private equity firms and maintained relationships with large and middle market corporate clients. Responsible for $175 million loan portfolio as well as cross selling of other bank products. Supervised analysts and support staff in maintaining portfolio and booking new transactions. Typical transactions range from $10 million to $25 million with clients throughout the US.

Conducted new business development sales and marketing campaign for retail brokerage business. Brought in 65 new clients and $3.3 million in new assets under management in 18 months after starting from zero. Completed Financial Advisor training program and acquired licenses as a Series 7 Stock Broker, Series 65 Registered Investment Advisor and Insurance Agent.

Managed and underwrote all aspects of below investment grade asset based and cash flow loan transactions, supported VP's sales and marketing efforts and maintained relationships with private equity firms and large and middle market corporate clients. Responsible for $3.3 million in annual gross revenue of interest and fee income for credit product as well as cross selling of other bank products. Conducted due diligence on investments. Monitored $365 million portfolio and supervised support staff. Transactions range from $15 million to $100 million with clients in Latin America and Europe and North America.

Investment Associate - Prudential Capital Group Los Angeles, CaliforniaUnderwrote and structured investment grade private placement debt securities and supported VP's direct sales and marketing efforts. Analyzed companies and determined credit quality and risk on private placement debt offerings. Conducted due diligence on investments. Monitored portfolio of over $500 million in private placement holdings with typical transactions ranging from $15 million to $100 million for clients in Latin America and North America. Financial Analyst and Supervisor - Prudential Reinsurance Group Newark, New JerseyAnalyzed income and expense results and trends and produced written analysis for management. Produced return on equity analysis and asset studies. Assisted in internal allocation of expenses, budget and planning process. Completed development of financial modeling and projecting system for reinsurance marketing.