Senior Consultant, C-Suite Functions
Summary
Financial and operations officer experienced in leading and motivating teams in rapidly changing public and private business environments. Developed a reputation of high performance, technical expertise, curiosity, mentorship, integrity and accuracy in financial reporting, operational analysis, guidance and sales and marketing in multiple organizations. A team player, instrumental in the successful turnaround or sale of five companies. Negotiated the acquisition, financing and integration of several competitors in various industries.
Skills and Abilities
Over the past 40 years has served in a variety of functional accounting, operating and executive roles in privately owned, private-equity owned and publicly owned companies. Participated in several acquisitions, integrations, dispositions, troubled debt restructuring, turnarounds and capital raises. Skills include:
Financial Accounting System Design and Operational Reporting
Simplifying Production and Analysis – Process, Discrete and Modular Systems
Debottlenecking and Root Cause Analysis Procedures
Designing Incentive Compensation, Gainsharing and Key Performance Indicators
Forecasting, Budgeting and Flexible Performance and Revenue Analysis
Mergers, Acquisitions and Post-Transaction Integration Procedures
Evaluating and Reporting Right of Use Asset Finance and Operating Leases
Price, Volume and Absorption Variance Reporting
Preparing SEC Reports – 10K, 10Q, 8K, Proxy and Form 4
Professional & Industry Experience
Interim CFO, Treasurer and SVP of SEC reporting for Sunworks, Inc. a multi-state solar power engineering, procurement and construction company (NASDAQ: SUNW).
President and CFO for Vulcan Precision Linings an industrial services company focusing on shop and field services for rubber lining, molding and protective coating for the mining and chemical manufacturing industries.
COO for Franklin Covey Products, LLC, a multi-channel consumer products company.
CFO and Corporate Controller for Arrowhead Research Corp. (NASDAQ: ARWR), a nano-technology and drug development company, now known as Arrowhead Pharmaceuticals.
CEO for Quality Imaging Products, LLC, a toner and inkjet cartridge remanufacturer for office supply and office equipment service companies.
CFO for Instashred LLC and Senior Manager-Operations for Recall Secure Destruction Services, a nationwide provider of document shredding and recycling services throughout North America.
COO and VP of Operations for Reid Plastics, Inc. an international manufacturer of blow-molded water, dairy, and industrial containers, valves and filling equipment.
CFO for Reid Plastics, Inc. an international plastic container industry consolidator that financed the acquisition of several competitors through both debt and equity.
Vice President of Finance for Trojan Enterprises a California-based commercial real estate developer for an enclosed shopping mall, hotel and industrial parks. Operations also included restaurants, retail stores, a commercial landscaping company, and property management company.
Senior Auditor in the Small Business Division of the Los Angeles office of Arthur Andersen & Co. Clients included public and private companies ranging in size from start-up to $500 million in revenue including manufacturers, printers, software developers, wholesalers, distributors and real estate developers.
Education & Certifications
Master of Arts – Management Accounting and Bachelor of Science – Accounting from Brigham Young University with a Composite Business Minor. Certified Public Accountant – California.
Community Activities
Past President & Governing Board Member, Duarte Unified School District
Past Treasurer & Coach– Glendora Youth Soccer Association
