Resume 9

Experience

• Improved Competitive Analysis

  • Created and maintained competitive analyst model for peer software companies which allowed us to better measure our financial performance against peer companies.

• Improved Financial Reporting

  • Recast company budget to reflect reorganization and decreased headcount.
  • Conducted research and implemented new methodology to account for cost of services resulting in higher service gross margins for the company.

• Other Duties

  • Responsible for monthly variance analysis for a 20M software company.
  • Maintain stock capitalization table and option activity reporting.
  • Respond to requests for information from customers/investors.

• Improved Revenue Forecasting and Profitability

  Created standardized business models for project analysis, revenue forecasts, gross margin and utilization analysis at the individual project level. These models resulted in:

  • Improved ability to forecast revenue on a consolidated basis resulting in forecasts that were accurate and dependable.
  • Understanding of project profitability at an engagement level which allowed us to redistribute resources to the most profitable engagements.

• Improved Operational Processes

  Created business models as well as implemented utilization and metric reporting resulting in:

  • Managerial understanding of utilization levels on engagements thereby allowing measurement of engagement and practice managers effectiveness at managing down time and allocation of professional staff.
  • Management understanding of key cost drivers to the business.

• Improved Financial Reporting

  Implemented Great Plains accounting software and FRX reporting package which resulted in:

  • Timely and accurate financial reporting and the ability to create multiple budgets and replans.
  • Reduced close periods and easy distribution of financials to Australian parent company.

• Other Duties

  • Responsible for the entire finance function for a 14M professional services company.
  • Responsible for leading the budget and planning process.
  • Created and was responsible for all financial reporting for the company including financial statements, forecasts, variance analyses, utilization reports and operating metrics.
  • Created worldwide business plan template and assisted GM in preparation of US plan.
  • Supervised a team of three including an assistant controller, senior accountant and payroll.

Reviewed and analyzed consolidated results of international subsidiaries and reported on major variances from forecast and budget at a global level.

• Responsible for maintaining EPS model which included contact with research analysts.
• Created ROI models that measured return on various marketing initiatives.
• Part of cross-functional team responsible for the creation and implementation of our channel partner strategy.
• Worked directly with V.P.?s of Marketing on ad hoc projects.
• Responsible for the forecasting, budgeting and planning of the marketing department.
• Performed sensitivity analysis on product pricing models.

• Responsible for the forecasting, budgeting and planning of the product marketing department.
• Worked directly with development and product managers to manage capital and provide business case analysis on royalty contracts.
• Provided all financial oversight for a 20 million joint marketing agreement with Microsoft.
• Participated in formulating and sizing the division?s sales compensation.
• Responsible for forecasting the professional services business revenues and margins.
• Improved and established business practices for the professional services business.
• Divisional duties included all reporting and budgeting involving commissions, occupancy and headcount.

• Participated in the formulation of business plans for 2.3 million square feet of retail property during the 1992 planning process.
• Consulted leasing agents and ownership on financial implications of lease clauses.

• Supervised and trained staff while maintaining principal contact with clients.
• Planned engagements and developed budgetary restraints, staffing requirements, and helped administer client billings.

The University of Texas at Austin
Austin, TX
Master of Business Administration
May 1995
Concentration in Finance

Certified Public Accountant CPA , Missouri
January, 1988

Kansas State University
Manhattan, KS B.S. in Accounting - Graduated Cum Laude
December 1987

• Expertise with Great Plains and FRX as an accounting package and reporting tool.
• Software/Packages: Word, Excel, Power Point, Essbase
• Exposure to MS Project and MS Access
• Databases: Oracle Interfaces: Oracle, Peoplesoft

Enjoy worldwide travel, playing golf, and