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Highly skilled and
experienced Chief Financial Officer holds BA, MBA, and completed requirements
for graduate degrees in Accounting and Taxation. Exceptional people
and results oriented leadership skills and style. Understands technical,
ethical, and practical application of accounting concepts and principles.
Possesses high passion for unusual challenges requiring design and implementation
of systems, processes and procedures pursuant to Sarbanes-Oxley compliance.
Excellent teacher, trainer, and speaker. Proven talents and skills in
start-up, high growth, and turn-around situations. A self-motivated,
can do, results oriented, winning and positive attitude team player.
PROFESSIONAL EXPERIENCE
Sourcecorp,
Business Process Solutions Carson, CA
Western Region Controller |
2002 to 2004
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Performed
all operational and financial controller functions for a $50M
document management company.
- Assisted
the General Manager to transition from low speed scanner production
to high speed scanner environment, capable of imaging in excess
of 4 million documents per day greatly improving profits and
productivity.
- Set up
local internal controls processes and procedures for Sarbanes-Oxley
compliance.
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Perot
Systems Corporation, Los Angeles, CA
Senior/Chief Financial Associate |
1995-2002
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Responsible
for all finance related functions in a variety of large projects
and outsourcing engagements in energy, healthcare, and transportation
industries of up to $720M in total value. Directed engagement
start-up and set-up of entire financial framework including planning,
forecasting, budgeting, billing, accounting, processes, procedures,
information, and reporting needs. Specific significant duties
included:
- Designed
financial framework to support multiple service deliveries.
- Conducted
close coordination with the clients on unique engagement contractual
requirements.
- Served
in a consulting and advisory capacity to clients on a variety
of issues involving internal accounting, processes, procedures
and systems. Became a respected and reliable resource to the
client on accounting, and management systems processes and procedures.
- Maintained
close working relationship with client personnel, and provided
training and mentoring.
- Completed
several studies and prepared position papers for client on accounting,
and other client-related issues.
- Performed
change management business and process re-engineering for most
engagements.
- Conducted
training seminars in strategic planning, customer service, and
facilitated group session to accomplish goal-oriented tasks
and objectives.
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Monroe
Technical Engineering Corp., Placentia, CA
President/CEO |
1992
- 1995
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Purchased small
machine parts manufacturing company.
- Turned
around Company as owner from annual losses of $76,000 to annual
sales of $600,000.
- Reestablished
customer creditability and care focus.
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CCH
COMPUTAX INC., Torrance, CA
Chief Financial Officer /Treasurer |
1973-
1992
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Responsible
for all finance, accounting, administrative, legal, and treasury
functions in a $250 Million high growth computer industry. Led
Finance & Administration Organization which included 8 Managers,
135 employees and $10M annual budget, and serviced 7 subsidiaries
and 35 branches nationwide.
- Held increasing
levels of responsibility starting with Chief Accountant with
progressive promotions to VP/CFO & Treasurer.
- Built Finance
& Administrative Organization to support the company's high
growth and revenue expansion from $12 Million to $253 Million.
- Designed
and implemented a planning, forecasting, budgeting, and accounting
model, to enable the enterprise to successfully function in
multiple and geographically disbursed profit and cost center
environments.
- Designed
and developed an Administrative & Management Systems (AMS);
including nine interrelated modules for product ordering, delivery,
inventory control, billing, accounting, collections, and associated
processes.
- Designed
and implemented a real time Financial Information Management
System. FIMS reflected current financial and production information
on business drivers and success indicators.
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EDUCATION:
- MBA, Organization
and Management
- Completed requirements
for Masters in Accounting
- Completed requirements
for Masters in Taxation
- BA, Business
Administration and Economics
AFFILIATIONS:
- National Association
of Accountants
- American Institute
of Corporate Controllers

EDUCATION:
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MBA, Organization & Management
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Completed
requirements for Masters in Accounting
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Completed
requirements for Masters in Taxation
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BA,
Bus Administration/Economics. Honors
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WORK EXPERIENCE:
- Army Finance
Corps, Active and Reserves, 2nd Lieut. to Lieut. Colonel
- CCH Computax
Inc., Chief Accountant to VP Finance & Administration
- C Young Consulting
,specializing in Accounting Systems, Processes, Procedures
- President/CEO,
Monroe Technical Engineering Corp
- Perot Systems
Corporation, Chief Financial Associate
- Sourcecorp, Western
Region Controller
- Teacher/Trainer
in Small Business Management & Finances
- Skillpath Seminars Trainer
- Consultant, Speaker, Trainer
TEACHING EXPERIENCE:
- University of
Maryland Business Courses
- LA Trade Technical
College Accounting Courses
- Fame: LA Renaissance
Entrepreneurial Training Program
- Pacific Coast
Regional Development Corp., Business Management Courses
CREDENTIALS AND
AFFILIATIONS:
- California Community
College, Lifetime Credential, Industrial Management
- Certified Business
Management Instructor, University of Maryland
- Member, National
Association of Accountants
- Member, National
Society of Corporate Controllers
- Published Article
in Army Finance Journal; Author of Year Award
- Member of National Urban League BEEP Program
- Council of Advisors Gerson Lehrman Group (Top 20% worldwide)
PERSONAL INFORMATION
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