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Financial Analyst/Director of Finance Resume
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| Desired Industry: Finance/Investment |
SpiderID: 18824 |
| Desired Job Location: South Lake Tahoe, California |
Date Posted: 2/7/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: 2/15/08 |
| Desired Wage: 100,000.00 |
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U.S. Work Authorization: Yes |
| Job Level: Management (Manager, Director) |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: Masters |
Willing to Relocate: No |
Objective:
Finance professional with excellent business skills and diversified experience in accounting, planning, analyses, systems and management. A highly motivated team player who takes initiative and interfaces effectively with all levels within the organization and a management style that encourages independent judgment with follow-through.
Experience:
Work Experience
JCM Partners, Concord CA (May 2004 –Present)
Senior Financial Analyst/Controller
Report directly to the CFO of a Real Estate Investment Company with over $500 million
dollars in assets. Responsible for all planning, forecasting and budgeting functions. Responsible for the entire financial period and month-end close process. Responsible for analysis of acquisitions and disposition. Present weekly and monthly financial results to senior management. Manage a staff of four accountants and two A/P clerks.
Responsible for monthly accounting cycle for a company with over $500 million dollars in real estate assets. Responsible for preparing and tracking the corporate budget, as well as forty-five residential and eight commercial properties’ budgets.
Work directly with the CFO on all financing activity for the properties from cash management to refinancing existing mortgages and adding new mortgages when needed.
Work in conjunction with the COO to evaluate all real estate acquisitions and dispositions.
Managed the Northlake Gardens conversion of apartments to condominiums – 147 units in all with over 90% sold to date.
Xoom.com/NBC Internet, San Francisco, CA (December 1998 to April 2004)
Director of Financial Planning and Analysis
Report directly to the CFO of over a billion-dollar company.
Responsible for all aspects of financial planning, budgeting and analysis consisting of constructing the company-wide annual budget, monthly and weekly rolling forecasts, variance reporting, financial review of all company projects and potential acquisitions. Presented weekly and monthly financials results to senior management. Managed a staff of seven.
Responsible for designing and implementing a $500 million dollar annual bottoms-up budget with company headcount increasing from sixty to six hundred.
Transitional financial planning system away from Microsoft Excel and implemented Hyperions Pillar financial and budgeting software system.
Instrumental in the due diligence and integration of five separate acquisitions totaling over one billion dollars.
Implemented monthly financial package covering results of entire company, as well as individual business units and departments.
Recommended solutions for controlling costs and maximizing income.
Instrumental in financial guidance to outside analysts.
Principal part of the NBC acquisition of Xoom.com as well as the integration of Xoom, Snap and NBC properties into newly formed NBC Internet.
Involved in the Xoom.com IPO, as well as the Xoom.com secondary offer and NBC Internet public offering, raising a combined total of over $500 million dollars.
YES Entertainment, Pleasanton, CA (October 1997 – December 1998)
Reported to CFO/CEO Responsible for all forecasting, budgeting and planning. Responsible for all aspects of accounting and year-end audits, as well as SEC reporting in conjunction with CFO/CEO. Supervised a staff of five.
Developed financial plan to accelerate profitability by one year through operating efficiencies.
Developed critical path plan for toy development by establishing key milestones and turnover dated which greatly reduced unnecessary spending at initial development stage.
Implemented TLP process and format, encompassing Finance, Manufacturing, Operations and Marketing.
Developed, in conjunction with the MIS group, detailed monitoring of retail inventory to expedite sell through.
Lewis Galoob Toys, Inc. So. San Francisco, CA (February 1993 – June 1997)
Manager of Financial Reporting and Analysis (February 1994 – June 1997)
Reported to Vice President of Finance. Responsible for all forecasting and budgeting for a toy company with over $300 million dollars in annual sales revenue and an annual budget of over $120 million dollars. Managed a staff of three.
Created and enhanced financial models to help direct senior managements decisions in areas of acquisitions, equity offerings, reduction of operating expenses, increase in revenues and overall profitability.
Responsible for formation of annual TLP along with monthly updates involving data from Marketing Operations, Manufacturing and Finance.
Managed company-wide planning and forecasting cycles, enabling clear communication of business plans and adherence to reporting deadlines.
Accounting Supervisor (February 1993 – February 1994)
Reported to Controller. Responsibilities involved supervising the complete accounting cycle from data entry to financial statement preparation and review. These duties encompanned managing the data processing, accounts payable, fixed assets, payroll, outside audits and SEC reporting. Supervised a staff of five people.
Overhauled and enhanced general ledger and month-end reporting system, increasing productivity of accounting staff, resulting in reduction in headcount of two.
Automated inventory process involving insurance, in-transit inventory and reporting of slow moving and obsolete inventory, saving one week of research and preparation time.
Kransco Group Companies Inc. San Francisco (February 1991 – February 1993)
Staff Accountant
Reported to the Accounting Manager. Responsible for preparation of month end journal entries, preparing variance analysis, tracking and maintaining fixed asset ledger, preparing month end financial reporting package and preparing various account reconciliation. Duties also included working closely with various departments in preparation of their annual budget.
Developed foreign currency translation system to account for fluctuations in exchange rates,
book gain with loss and track balance in foreign accounts.
Education:
Education
B.A. Business Management, concentration in Accounting – Sonoma State University, 1991
MBA Finance, San Francisco State University, 1996
California Real Estate Brokers License
References available upon request.
Skills:
System Skills
Microsoft Excel, Lotus 1-2-3, Access Database, A/S 400, Microsoft Word, Microsoft Power Point, Hyperion’s Pillar, Yardi.
Reference:
Available upon request
Candidate Contact Information:
| Name: John Kirley |
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| Street: - |
Phone: 707-718-2194 |
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Fax: - |
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