Resume 15

Skill Summary:

• 10 years budgeting, planning, analysis and reporting on business activities in several industries
• 6 years people and project management and process improvements
• Business management, sales operations support and automation planning
• General accounting background, comfortable with revenue recognition rules
• Excellent communication skills, presentation and cross-functional team lead experience

• PC and Mac proficient
• Advanced Excel and Lotus skills
• MS Office Suite and Windows 98, NT and XP
• Budgeting tools using SAP, Oracle, KCI and Headcount
• Accounting programs including SAP FI & CO in R/3 , Oracle Financials and Great Plains a quick study on systems
• Siebel order management and commissions modules

• Budgeting, analysis and ad hoc modeling for a graphic design and image firm
• Budgeting and business planning for an established Bay Area artist

• Provide budgeting, analysis, reporting, process development and issue resolution on sales operations performance
• Business partner with sales operations to produce, administer and manager sales commissions
• Develop, implement and promote new functions supporting the worldwide sales organization: hardware / software quoting and 3rd party financing / leasing / renewals
• Manage legacy GlobalCenter variance analysis, customer histories, and A/R issues
• Sales liaison on cross-functional team improving quote to cash process and collections
• Month end close accruals, sales deal approvals/review, revenue recognition issues, variance analysis and auditor interface
• Manage a staff of 18

• Develop, initiate and promote the Sales Finance functions to the sales organization
• Manage budgeting, planning, analysis, reporting, and policies for the following groups:
• Worldwide sales pipeline analysis, automation planning
• Order management customer A/R analysis, billing and revenue recognition issues
• Contracts management and administration
• Sales commissions plan development, administration and automation
• Business partner with accounting on all revenue issues, month end accruals, A/R aging review and revenue deferrals
• Sales operations lead on cross-functional team that improved order fulfillment, revenue recognition, cash flow, and trouble ticketing
• Business partner with automation team planning for an Oracle Business Suite environment Hire, train and manage a team of 5 analysts

• Manage budgets, forecasts, analysis and reporting for IT operations
• Liaison with accounting for month-end close, cost analysis and budget input
• Manage business initiatives, track goals, priorities, deadlines, and maintain service contracts
• Project manage the development of a service level agreement to sell surplus IT resources and services to former affiliates and 3rd parties
• Develop a model for cost allocation useful in corporate profitability reporting
• Supervise the purchasing and telecomm groups staff of 4
• Facilitate the IPO of Web based high-tech communities as an On-line business portal
• Business manager for Web based communities and business development groups providing budgets, forecasts, P&L analysis, reports on cost drivers and business metrics
• Drive solutions for systems, reporting and accounting requirements

• Provide financial modeling, analysis, accounting close support and reports on electric business unit performance including costs, revenues and outstanding A/R or A/P balances
• Provide input to budgeting and capital accounting groups on electric business units
• Business partner with generation, transmission and distribution groups to ensure financial integrity and timeliness of operating data to corporate accounting
• Resolve major issues between corporate accounting and transmission group brought by industry restructuring

• Acting Controller responsible for financial integrity of accounting activity
• Provide or oversee financial budgeting, planning, analysis P&L and BS
• Provide or oversee internal and external reporting and audit and tax preparation

• Develop, manage and oversee all accounting operations for 20 partnerships, internal and external reporting, financial planning and analysis P&L and BS , external audit management, banking and investor relations, HR function.
• Systems management and conversion.
• Supervise a team of 2

• Manage month-end partnership accounting close, consolidations, full financial analysis, internal and external reporting SEC 10K & Q write-up , external audit preparation.
• Supervised a senior analyst.

Rotated on various general accounting roles A/P, A/R, G/L plus international project accounting for wireless consortiums in Europe and Asia

MBA, Finance May, 1998 Notre Dame de Namur University, Belmont
BS, Business Administration January, 1985 California State University, Sacramento

• Coursework through the Center for Professional Education
• Coursework through the California CPA Society Continuing Education
• Industry training through PG&E and Pacific Telesis Corporation
• CompUSA training on MS Access, MS Project, FrontPage, HTML, Visio and other software