
Principal at B-EZ Systems, LTD
Augusta, Georgia Area

Principal at B-EZ Systems, LTD
Augusta, Georgia Area
CONTROLLER…CFO…VP…LEADER
Goal driven change management expert based on over 20 years of hands-on Controller experience with proven big picture business acumen and a whatever-it-takes work ethic. Excels at identifying and implementing process improvements needed as a result of pending (or executed) acquisition integration, divestiture, system conversions, management & ownership changes or antiquated procedures. Proven executive leader who finds and develops the abilities in others to create strong effective teams with high standards of excellence. A flexible, responsive, energetic consensus builder who leads by example and develops effective solutions.
EXPERTISE
CFO/Controller/Senior Consultant
Profitability & Cash Flow Management
Earned Value Project Cost Systems
Consolidations & Management Reporting
M&A Due Diligence & Integration
Sarbanes-Oxley (SOX) & SEC
Budgeting & Financial Planning
Business Unit Shut Downs & Start Ups
IT System Implementations & Upgrades
RECOGNIZED FOR
Change Management
Executive Team Leadership
Process Control Improvements
Personnel Optimization
Mentorship
Standard of Excellence
(Government Agency; Government Administration industry)
2009 — Present (less than a year)
Oversee the functional management of the conversion of the air quality management Oracle database onto a Microsoft SQL Server.
(Management Consulting industry)
2006 — Present (3 years )
Provider of customized programs to individuals & companies to increase profitability & lifetime quality. Shifting the consulting paradigm by providing on-going, hands-on business & life coaching services to the interconnected community.
INTERIM CONTROLLER for an Advantage Talent, Inc. client.
•IDENTIFIED new system process control procedures for cash receipts and disbursements of a $200 million automotive parts wholesaler after the sudden death of their CFO three weeks prior to their year end.
(Privately Held; Investment Management industry)
2008 — 2009 (1 year )
Assembled the first institutional funds solely dedicated to the development & operation of Clean Water Act of 1972 mitigation.
•ESTABLISHED processes for the acquisition and operation of stream & wetland mitigation banks.
•CREATED project estimating and work break down structure processes for 11 steam mitigation banks, 5 wetlands, 3 vernal pool and 3 environmental restoration projects.
•FORMULATED FAS 141R compliant purchase price allocation methodology to ascertain real estate and mitigation bank cost basis for depletion and unrealized gains.
•DEVELOPED expertise in water quality project accounting, tracking, reporting, and discounted cash flow models in compliance with FAS 157 fair value reporting standards.
(Privately Held; Publishing industry)
2006 — 2008 (2 years )
World-wide media conglomerate with holdings in newspapers, magazines, billboards, radio stations and book publishing. Privately held with public debt requiring SOX and SEC compliance with annual revenues of approximately $1 billion.
•FOLLOWED my EPPC Division President to $1 billion SEC compliant Morris Communications to be responsible for all aspects of accounting for $70 million division of over 150 publications in 45 locally staffed nationwide markets. Lead Systems Administration, Order Entry, General Accounting, Budgeting and Reporting, Credit and Collections, Customer Service, Accounts Payable and Accounts Receivable.
•INTEGRATED staff of 8 managerial and 14 professional accounting personnel in 10 locations providing centralized financial services for 17 companies purchased in last 4 years to be SOX and SEC compliant.
•REDUCED accounts receivables by 50% in 9 months, from $18 million to $9 million; reducing over 90 day balance by 75%, from $8 million to $2 million, increasing profits from an $8 million loss to a $3 million gain.
•PROVIDED functional management of 5 successful system conversions of SAP and eLAN software for Sales & Distribution, Payables and Financial Planning and Analysis.
(Newspapers industry)
2004 — 2006 (2 years )
Charleston based, privately held, nation-wide newspaper and TV company. North Carolina division was a $14 million publisher of 1 daily, 3 weekly and 1 monthly (Spanish language) newspapers, as well as the printer of USA TODAY, and 3 other weekly area newspapers. Was promoted to additionally manage Classifieds, Circulation and News Customer Service, and Marketing support services after managing the Accounts Receivable, Credit, Accounts Payable, Human Resources, Systems, General Ledger, Planning & Reporting, Facility Management, and Real Estate Management functions as the Controller.
•HIRED as Controller to manage AR, Credit, AP, HR, Systems, General Ledger, Planning & Reporting, and Facility & Real Estate Management functions for the $14 million NC newspaper publisher.
•BECAME key strategic partner with the division president to effect a 15% reduction in division wide work force with no loss in productivity, including a 30% reduction in financial services from 20 to 14.
•MANAGED functionally 3 successful system conversions of specialized software on both PC and MAC platforms for Sales & Distribution (VIsion Data) and Operations (QPS and Baseview).
(Management Consulting industry)
1990 — 2004 (14 years )
Administrative and operational responsibilities in $7 million firm targeting collegiate, manufacturing and retail services, including consultation in systems, marketing and finance. Provided management and capital to start-ups and growing enterprises to optimize and grow their operations including handling of cash, analysis, billing, accounting, and systems.
•MANAGED acquisition to Japanese owners of accounting, inventory control and IT functions for a $20 million manufacturer.
•SERVED as manager coordinating all SEC reporting issues for a $200 million manufacturer of electronic components.
•ASSURED Y2K compliance for automated teller machines for over 250 banks.
•OBTAINED financing for growing $3 million manufacturing operation by developing banking and investor relationships.
•CONSULTED on the expansions of a regional CPA firm, an asphalt manufacturer & repair company, a professional security service, an executive recruiting firm and a hotel in-room publisher licensee.
(Events Services industry)
1988 — 1990 (2 years )
Special events and promotional operations pulled and consolidated from individual subsidiaries of RJRNabisco, including Reynolds Tobacco, Nabisco Foods, Baby Ruth, Butter Fingers, Planters, Life Savers, Del Monte, Hawaiian Punch, Chun King and others into a single cohesive operation. Marketed expertise to outside corporations to create total billings of $120 million. Events included NASCAR's Winston Cup racing, The Nabisco Diana Shore LPGA Major, the Ameritech Western Open PGA tournament, the Vantage Sr PGA Championship, the PGA Championships of Golf, among others.
•DESIGNED and implemented all facets of financial control systems for 34 major marketing programs to effect the successful spinout of a $120 million subsidiary.
•HIRED, trained and developed entire staff to handle all aspects of project accounting, payables, billing, collections, contract administration, reporting and financial planning & control.
(Public Company; NA; Consumer Goods industry)
1977 — 1990 (13 years )
NABISCO also known as RJRNabisco, RJReynolds, RJReynolds Industries, RJReynolds Tobacco and Reynolds-American -$24 billion multi-national consumer goods, food, tobacco, transportation and oil & gas conglomerate.
Advanced 13 year career acquiring progressive financial responsibilities. Extensive background in Engineering and Manufacturing operations as well as Marketing and Corporate level financial arenas. Excelled in identification of system flows and operational efficiencies as evidenced in successive promotions to functional areas requiring new systems implementation and personnel management.
-See specific positions both above and below:
(Public Company; 10,001 or more employees; Tobacco industry)
1986 — 1988 (2 years )
Cost accounting oversight for 4 U.S. manufacturing plant operations plus centralized distribution facility and over 100 bonded warehouse locatoins, managing the activites and results from 6 separate accounting staffs for $6 billion consumer goods manufacturer.
•ROLLED-OUT tracking system for $6 billion revenue operation, which reduced errors by 20% by providing immediate access to inventory levels by location.
•INTEGRATED bar code product scanning into system wide inventory identification process, eliminating duplicate tracking number sequences.
(Tobacco industry)
1981 — 1986 (5 years )
Managed accounting staff of 5 professionals plus clerks for cost, contacts, inventory, accounts payable and billing functions of a captive $120 million engineering services operation. Oversaw job cost, project cost, standard cost, and actual cost systems for 18 manufactured parts, construction, utility, inventory, and maintenance operations
•PREPARED cost analysis models for co-generation steam and electricity facilities that provided essential foundation for buy-back negotiations with public utility.
•IMPLEMENTED budget and reporting accountability system for $100 million centralized Engineering function resulting in an 80% improvement in projections.
•INSTALLED project cost systems for engineering operations that included essential capitalization data associated with the construction of $800 million facility.
•ELIMINATED 90%+ of the required manpower (10 positions) for function by developing automated accounting systems and streamlining manual procedures.
(Consumer Goods industry)
1977 — 1981 (4 years )
Researched and compiled data for 10-K, 10-Q and other SEC, FTC, and required governmental and voluntary public reporting authorities for $24 billion consumer goods, oil & gas, and transportation holding company conglomerate.
•SERVED as Controller for both a 40 physician health care operation and a 20 dentist dental care practice, self contained within and serving the employees of RJRNabisco.
•SUPERVISED data collection that resulted in approved and timely SEC and FTC filings for a $2 billion spin-off and a $600 million acquisition.
•COORDINATED replacement cost, fixed asset, depreciation and divestiture revenue recognition issues for divestiture of both oil & gas and transportation companies.
•CAPITALIZED lease assets for all subsidiaries as a result of liaison position that conducted extensive FASB research to determine impact on company.
•ASSISTED with the implementation of a 34 company corporate consolidation system that decreased by 3 weeks the time to finalize consolidated statements.
Bachelor of Science , Business/Accounting , 1974 — 1977
18 hours of additional accounting courses toward a Masters in Accountancy, which was not available at the time at UNC.
Economics 1972 — 1973
EXPERTISE - CFO, Controller, Profitability, Cash Flow, Growth, Process Improvements, IT, System Implementations, Upgrades, Consolidations, Management Reporting, Project Cost Accounting, Manufacturing Cost Accounting, M&A Due Diligence, M&A Integration, Sarbanes-Oxley (SOX), SEC Reporting, Budgeting, Financial Planning, Credit & Collections, Change Management, Executive Team Leadership, Process Control Improvements, Personnel Optimization, Mentorship, Whatever-it-takes, Work Ethic, Standard of Excellence, ERP PeopleSoft, SAP, Computer Associates, Great Plains, Solomon, MAS, QuickBooks, Peachtree; OS/2, CICS, LAN/WAN; Database; CRM (Siebel, ACT!, Goldmine); Hyperion; Lotus, MS Excel, MS Access, MS Word, PowerPoint, MS Publisher, MS Exchange; Windows XP, Apple (MAC OSX); QUARK, QPS, Baseview; Vision Data, eLan (MSG), Ecometry
Financial Executives Networking Group (FENG)
Responsible for all aspects of US-GAAP accounting :
•$24B multi-national parent of consumer goods, shipping, oil & gas,
•$6B consumer goods wholesale operation with over 100 US locations,
•$1.5B timber and environmental private investment firm,
•$200M multi-plant world-wide electronic component manufacturer,
•$200M specialized automotive parts wholesaler,
•$120M engineering division with 18 manufacturing processes,
•$120M special events company handling 34 major programs,
•$70M publisher of over 150 titles in 45 nationwide markets,
•$30M international licensing operation of 20 separate companies,
•$20M Japanese acquired U.S. equipment manufacturing,
•$14M newspaper division of U.S. media company,
•$10M wholesale medical supply ecommerce operation,
•$7M marketing promotions consulting company.