Tim Locke Email & Phone Number

Rock Hill, South Carolina, Us

Responsible for providing ERP Business Solutions, Product Configuration, and Software Demonstrations in the marketing of QAD software; provide technical support, consulting services, and implementation strategies in the Lifesciences, Automotive, Medical Device, Industrial Products, and Electronic industries.

Palo Alto, California, Us

Oversaw modeling, budgeting, accounting, and auditing. Responsible for taxation domestically and international filings. Established controls ensuring efficiency and financial integrity. Developed and communicated financial policies according to GAAP and IFRS standards. Handled assets and investments. Ensured stock capitalization tables complied with FAS123r.

Fitbit (Consumer Electronics Company): Consulted on various finance projects, including SOX and business process mapping. ERP: NetSuiteAnnie’s (Food Company): Consulted on finance projects for Operations Supply-Chain, Finance. ERP: MS Dynamics AX 2012InMoji, Inc. (Ad Tech based business): Consulted as Controller.

Fremont, California, Us

Oversee and maintain the accounting, reporting, analysis, and disclosure for all general ledger activities related to manufacturing operations including Canadian taxation compliance. Responsible for inventory valuation and control, cost of sales, and product line manufacturing variances. Responsible for all cost accounting/cost analysis business support, forecasting and optimization, including sales channel and product line gross margin analytics supporting product pricing decisions. Full responsibility for gross margins, including full warranty accounting. Other responsibilities includeoperations review reporting with FP&A regarding the company’s overall spending and productivity. Other strategic support includes customer ROI and competitive research analytics. Implemented Canadian tax infrastructure supporting manufacturing operations cost reduction strategy. Successfully played a key roll implementing Oracle R12 from a legacy ERP system.

Coordinated, planned, and reported on financial activities for diverse-industry clients. Oversaw modeling, budgeting, accounting, bookkeeping, and auditing. Responsible for Federal, State, and local tax filings. Supervised record keeping and established controls ensuring efficiency and financial integrity. Developed and communicated financial policies according to GAAP standards. Handled assets and investments. Provided implementation consulting for process mapping of full and mid-tier Enterprise Resource Planning (ERP) systems. Transitioned ERP systems from single to multi-company environments. Negotiated equipment lease-line aspects. Ensured stock capitalization tables complied with FAS123r. Hired accounting staff. Served as Team Lead for functional area groups in manufacturing, accounting, sales, and engineering.

Walnut Creek, Ca, Us

Served as Project Manager on large-scale assignment, upgrading ERP (MAS90 to MAS500) system. Managed nine company employees. Consolidated 4 companies under parent company

Built successful and enduring financial foundation as Corporate Controller of large-scale project for telecommunications semiconductor firm. Built and managed Finance Department, performing modeling and working with Investors. Provided financial projections during budgeting process. Determined appropriate timeframe to secure IPO. Hired and managed three employees. Oversaw $5M budget. Avoided delays in project by keeping board apprised of budgetary needs. Collaborated with cross-functional managers to oversee burn rate of finances. Implemented ERP system. Managed audit by hiring accounting firm.

Us

Led all financial reporting according to GAAP and performed budgeting and general accounting. Provided monthly financial performance status reports to Board of Directors. Managed all A/P tasks. Negotiated credit terms with vendors. Implemented risk management. Handled Federal, State, and local tax filings. Secured outside Auditor to conduct annual audits. Hired two general accounting employees. Company Contributions◘ Managed $19M in venture funding. Established accounting infrastructure and performed successful management of capital. Developed business strategy with modeling and understanding of existing warrants.◘ Spearheaded and implemented budgeting and forecasting modeling, which included strategic modeling for $35M private placement with Investment Bankers.◘ Successfully managed all cash proceeds from multiple rounds of funding.◘ Negotiated equipment lease-line valued at $2M.◘ Implemented full QAD ERP system (mid-tier application) for financial reporting from QuickBooks.

Us

Managed capital and fiscal budgeting, accounting, reporting, cost control, and information systems relevant to operations. Led month- / quarter-end closing and accounting tasks. Oversaw trial balance between adjustments at year-end closing, financial statement preparations, and intercompany consolidations. Planned and coordinated quarterly audits. Supported SEC reporting. Implemented ERP system.Company Contributions◘ Implemented off-shore corporate tax strategy with international companies. Integrated general ledger, treasury functions, and operations.◘ Developed key roll in analyzing business case studies to support strategic plans regarding pricing, sales analysis, new product introduction, and product usage forecasting. Accounting Manager 1994 – 1998Provided senior management and department managers timely and reliable operational reports and financial data. Reported to Corporate Controller.Company Contributions◘ $15.3M in operational reductions over 3 years, implementing controls on costs, expenditures, and inventory.◘ Served as Team Leader of Finance Department on cross-functional team tasked with selecting and implementing company-wide ERP system.◘ Prepared IPO presentations for Investment Bankers.◘ Hired, trained, and supervised accounting staff to accommodate rapid company growth.

Orrville, Oh, Us