Tim George Email & Phone Number

Burlington, Vermont, US

Ascend Group (www.ascendvt.com), and its sister company Vermont Expertise (www.vermontexpertise.com), provide accounting and corporate financial services ranging from fractional and interim roles to assisting on specific finance and accounting projects. We are the only company in Vermont that offers true vertical integration (bookkeepers, Controllers, and.

Burlington, VT, US

• Annual revenue ≈ $50 million, position reported to General Manager (CEO equivalent)
• Financial Leadership. Principal contact for all banking relationships. Negotiated lower borrowing rates and restructured the organization’s long term debt. Lead contact for annual external financial audit with.
• Expansion. Handled all financial matters pertaining to the Co-op’s significant transformation from a single-store to multi-store enterprise with its ≈ $20 million investment at 207 Flynn Avenue. Prepared multiple.
• Community Lending. Revamped the Co-op’s farm and community lending program, by working with dormant borrowers to resume/restructure their payments, bolstering the legal documents pertaining to loans, and filing with.
• Organizational Strategy. Served on the Leadership Team of the Co-op, participating in annual and long-term strategic planning exercises and SWOT analysis, with particular focus on financial stewardship and business.
• Legal Affairs. Responsible for non-employee legal matters, including contract drafting and review, and working with external legal counsel on critical matters.

Calabasas, California, US

• Annual revenue ≈ $70 million, position reported to Founder/CEO.
• Financial Direction. Responsible for directing all financial, banking, and foreign exchange activities. Negotiated eight-fold increase in line of credit and 175 basis point interest rate reduction. Coordinated annual.
• Supply Chain Management. Responsible for warehousing, inventory control, and domestic distribution to mail order companies, home shopping TV networks (QVC and HSN), and big box retailers (Walmart, Target, Dollar.
• Information Technology Management. Led two ERP implementations (Sage Platinum in 2001, Microsoft Dynamics NAV/Navision in 2011) and EDI implementation. Supervised IT team in California and Vermont.
• Human Resources Management. Created the HR function and implemented organizational structure, benefits, and HR policy changes. Supervised the in-house HR Manager.
• Legal Affairs. Reviewed all significant contracts and drafted agreements with external parties. Supervised the in-house Legal Affairs Manager before the role moved to the California office in 2014.

Burlington, Vermont, US

• Annual revenue ≈ $350 million, position reported to Controller/Manager of FP&A
• Global Budgeting and Forecasting. Responsible for the execution of the global budget process for Burton, the market share leader and pioneer of the $1+ billion/year snowboard industry. Constructed quarterly forecasts.
• Coordination of Global Efforts. Responsible for coordinating counterparts in Europe and Asia in the budgeting and forecasting processes to ensure accuracy, completeness, and standardization. Traveled to the Japan.
• Value-Added Analysis. Conducted the Company’s first benchmarking study for the Board of Directors, comparing expense levels to operating measurements. Acted as a liaison with the marketing group, including.
• Process Improvements. Streamlined brand segment reporting from a two-day process to a three-hour process. Designed and programmed Accounting/Finance intranet website, giving all employees access to policies.

Shelburne, Vermont, US

• Annual revenue ≈ $35 million, position reported to CEO/CFO
• Capital Structure Analysis. Responsible for negotiating and evaluating debt and equity financing alternatives for the Company, making recommendations to the CEO and Board of Directors. In December 1997, secured a.
• Financial Reporting and Analysis. Conducted all financial analysis for the Company. Established the majority of reporting standards, including financial statement design for ERP implementations (Macola and.
• Investor Relations/SEC Compliance. Played a significant role in the Company’s initial public offering in November 1993. Responsible for the completing of 10-Q and 10-K filings, including authoring MD&A. Responsible for.
• Budgeting. Directed the Company-wide budget process. Developed VTBC’s budgeting framework from scratch, including a network-based system to track expenditures instantaneously. Held monthly meetings with managers to.
• Legal Affairs. Responsible for all legal affairs of the Company, including litigation, mediation, settlement discussions, intellectual property, and contracts.

Bs, Finance And Political Science

Masters In Business Administration (Mba)