QUALIFICATIONS * Seventeen years experience in management and operational issues * Extensive knowledge in all areas of finance, including cash flow management, forecasting, and budgeting * Manage all regional operational metrics (chargeability, gross margins, revpac, etc.) * Created and implemented financial assurance program for current company related to global compliance audits for revenue recognition, invoicing, and cash collections. Performed procedures in European, Asia, and Australia development centers * Company Subject Matter Expert in Revenue Recognition, including software revenue recognition and Multiple Elements * Skilled facilitator and presenter before Senior Management and Board Audit Committees * Helped prepare and review company Form 10 for SEC registration * Led due diligence team for potential acquisition of California based user interface company * Led the execution and assisted in development of compliance testing related to Sarbanes-Oxley Act section 404 * Public accounting client base ranged from SEC registrant investment companies to development stage music industry companies * Proficient in Cognos, Navision, etc.
EXPERIENCE Avanade Inc. (a Microsoft/Accenture joint venture specializing in Microsoft integration consulting) Director of Finance (includes Operations)-West, South, Marketing and Government Vertical Practice (October 20005 to Present) * Duties expanded to include financial operations for the South region * Review all customer contractual obligations to ensure sales and revenue are properly recognized * Contribute to the development of 13 staff members through formal training, one-on-one supervision, and performance evaluations * As part of Operations duties, act as financial advocate for Sales and Marketing team for financial reporting, sales results, forecasting, and budget variance analysis. * Participate in new sales proposal evaluations, including risk management and revenue recognition and cash management implications * Lead coordination for both external and internal audits for the West and South regions Director of Finance-West and Government Vertical Practice (2003 to September 2005) * Responsible for managing all regional/government vertical finance and related operations * Prepare and manage to $50mm plus budget * Oversee monthly, quarterly, and annual forecast, including running monthly operation calls to discuss results * Contribute to the development of two staff members through formal training, one-on-one supervision, and performance evaluations * Helped on MDA preparation and review for company Form 10 filing with the SEC Regional Finance Manager-West (2000 to 2003) * Responsible for managing regional finance team * Consult to Microsoft in customer facing role for Rapid Economic Justifications (business valuation study for implementing/upgrading system platforms) * Responsible for all regional revenue recognition issues and contractual obligations related to revenue, billings, and cash collections * Played key role in all Intellectual Property discussions and software license issues Kenworth Truck Company (a division of PACCAR, a Fortune 500 truck manufacturing company) Division Cost Accounting Manager (1999 to 2000)-Promoted to Asst Controller PACCAR Parts-(2000) * Oversaw all cost accounting applications and truck margin reporting for three domestic plants and one international plant * Helped establish accounting policies and procedures for re-opening of international plant after a five-year hiatus * Managed team of nine staff through training, mentoring, and supervision Plant Cost Accounting Manager (represents Plant General Accounting Manager) (1998 to 1999) * Full general ledger responsibility * Supervised and reviewed general plant accounting applications, including payroll, labor accounting, and plant performance measures * Helped participate in year-end Annual Report preparation and GAAP/SEC disclosure analysis Ernst & Young, LLP (1990 – 1998) Audit Senior Manager * Managed all aspects of audit engagements including analysis and testing of accounting systems, staff management, internal coordination, and external reporting * Industry experience included manufacturing, registrant investment companies, insurance, and healthcare * Presented to audit and finance committees communicating audit results * Member of Information Systems Audit Group (evaluate client’s information systems for audit reliance) * Assisted in the recruitment of new employees through college presentations and individual interviews
CERTIFICATIONS/ Certified Public Accountant EDUCATION Licensed in the state of Washington Passed exams on first sitting
Seattle University Bachelor of Arts, Business Administration Major: Accounting
OTHER ACTIVITIES – Attended PACCAR Institute for Managerial Leadership – Former President of Insurance Accounting Systems Association, Pacific Northwest Chapter – Frequent presenter at Ernst & Young LLP technical updates – Member, Washington Society of Certified Public Accountants – Helped develop and presented investment company training course used for major Ernst & Young LLP client