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CFO with proven record of success linking finance with core operations to drive growth, revenue, profit, performance and value. Extensive experience leveraging resources to achieve financial and operational goals in companies ranging from start-ups to Fortune 500.
Provide business advisory, strategic planning, IT and operations, and financial management services to a broad range of companies. Deliver innovative solutions including revenue models, financial forecasts, business plans, evaluations of operations and IT systems, and executable action plan recommendations. Played key role in soliciting first round funding for startup game publishing company. Developed financial model for revenue generation and operating costs to project cash flow and ROI. Recommended incorporation models and business plan presentation strategies to the executive team. Hayward, CA
Brought in by the CEO to improve financial and business operations, implement long term financial and systems strategies, align reporting and internal controls in compliance with GAAP, and introduce end-toend accountability for this commercial manufacturing and distribution company with $60M in revenue. Held P&L responsibility and managed staff of 10 including finance and information technology. Key member of executive team that doubled revenues and tripled valuation in less than 6 years. Improved overall profitability by implementing new policies, procedures, controls and systems. Selected and implemented fully integrated ERP system that improved productivity and sales growth. Introduced inventory systems having a positive impact on productivity, profitability and bottom line. Implemented an expense control program to prepare company to survive an economic downturn. Increased speed of user access to ERP and document management systems by implementing new IT. Reduced line of credit from $5M to $1M and reduced interest and fees by $200,000. Negotiated a new line of credit and two long term notes at lower costs with swap rate potential. Belmont, CA
Hired by the CEO to formulate and execute aggressive business plans, design compelling financial models, and lead restructuring initiatives for this e-commerce electronics company with $20M in revenue. Held P&L responsibility and managed total staff of 60 including finance, operations and legal. Reduced call center costs over $200K (44%) by streamlining operations and reducing headcount. Reduced order processing costs $250K (16%) by redesigning facilities and workflow process. Developed detailed financial models to forecast ROI for new business growth strategies. Reduced bad debt 25% by designing and implementing a structured collection program. Merged credit and collection with accounting that improved efficiency and reduced headcount. Completed strategic plan that resulted in an organizational restructuring and management reduction.
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San Jose, CA
Actively recruited by the CEO due to the impending sale of Schurman Fine Papers, to turn around operations and restore profitability by developing and executing strategic financial and operational plans for this specialty retail chain, a subsidiary of US Office Products, with $55M in revenue. Held P&L responsibility and managed total staff of 66 in finance, IT, operations and real estate. Analyzed operations; designed and implemented cost reductions and performance improvements. Reduced losses $4M over two years by executing effective turn-around strategy. Drove margins up $1.6M (6%) within one year through effective purchasing strategies. Increased distribution center productivity 10% and reduced distribution expense $80K. Reduced store payroll expense $1M (2%) by matching manpower to sales volume. Reduced inventory shortage by $700K (75%) by implementing strict inventory controls.
Improved management decision making by developing comprehensive analytical and financial tools. Fairfield, CA
Brought in as VP to add depth to senior management team and promoted to CFO in 1999 for this design, manufacturing, wholesale, and retail company with operations in US and Canada and $70M in revenue. Held P&L responsibility and managed total staff of 32 in finance, IT, facilities and human resources. Hired new IT team to design new IT infrastructure and prepare company for systems upgrades. Selected and successfully implemented a new ERP system (AS400/JD Edwards) in 90 days. Reduced inventory $7M (23%) by implementing an Open to Buy inventory control program. Reduced AR $2M (16%) by hiring new manager and elevating the credit and collection function. Assisted acquiring company in due diligence process to support sale of Schurman Fine Papers. San Francisco Bay Area
Provided business advisory, strategic planning, IT and operations, and financial management services to a broad range of companies. Delivered innovative solutions including revenue models, financial forecasts, business plans, evaluations of operations and IT systems, and action plan recommendations. Held consulting and full time CFO titled positions with P&L, IT, Operations and HR responsibility with Storybook Heirlooms, Stanford University Bookstore, Post Tool, and National Dollar Stores.
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Professional Affiliations
Member, Member, Member, Member, Financial Executives International (FEI) National Liaison Committee (FEI) Silicon Valley Forum (SVForum) Financial Executives Networking Group (FENG)