Summary:
Controller or VP Finance for high tech ventures in several industries.
- Hands-on implementation in all areas of finance, accounting, IP licenses, commercial contracts, manufacturing, purchasing, IT, human resources, facilities and administration.
- Experienced in stretching cashflow as circumstances require, restructuring debt and disposal of excess assets and inventory.
- Quick grasp of financial and accounting issues and their impact on the organization.
- Able to articulate and address complex issues like licensing arrangements, stock compensation and software revenue recognition (SOP 97-2).
- Provide FP&A, budgeting, cash flow management and internal controls.
- Effective interpersonal skills both within teams and across departments.
- Manage external relationships: auditors, lawyers, tax agencies, bank and insurance.
- Support international presence, set up foreign subsidiary and open sales offices.
- Provide internal support as required such as customer agreements, credit and collection policies, financing and bookings/commission tracking for sales and service.
- Strong understanding of marketing and engineering requirements for both hardware and software products.
- Implement ERP systems and integrate with business needs and goals.
Experience:
Finch Remarketing, Cupertino, CA 2004 – Present
VoIP telecom, networking and test equipment for carriers and enterprises.
Owner
- Generated $2M in sales of used equipment.
- Developed business model buying, testing, refurbishing and selling used equipment.
- Built test beds, sourced software/firmware, and developed test protocols.
- Created website and marketed online presence leveraging Google and eBay.
- Developed customer base across five continents.
- Manage financial reporting, forecasts, procurement, cash flow and tax returns.
Mockingbird Networks, Cupertino, CA 1999 – 2004
VoIP telecommunications equipment and software for carriers and enterprises.
Vice President, Finance and Operations
- Facilitated growth of company from 10 to 88 people through implementation of systems including: financial reporting, budgeting, cash flow projections and internal controls.
- Managed selection and implementation of the Great Plains ERP system.
- Increased company value by negotiating and drafting three multi-million dollar software license agreements that expanded technology offering.
- Enhanced worldwide presence by negotiating 3rdparty worldwide customer support agreement and creating international subsidiary with sales offices in Europe and Asia.
- Sped time to market of new products by sourcing hardware, negotiating vendor agreements and taking products through US and international agency approvals.
- Raised $42M from both corporate and venture capital sources by working with executive team on development of business plans and negotiation of financing agreements.
- Generated over $1M of cashflow through the restructuring of contracts, lease agreements and other liabilities which was then used to fund development of new enterprise product.
Quadlux, Inc., Fremont, CA 1994 – 1999
Patented cooking with light and manufactured FlashBake lightwave ovens.
Vice President, Finance and Controller (1997 – 1999)
- Generated cashflow through the license of commercial technology to industry leader by drafting contracts and helping with negotiation.
- Transitioned manufacturing of commercial product line from plant in California to licensee factory in Maryland.
- Enabled launch of residential product as part of management team working on marketing, contract manufacturing and distribution.
Controller (1994 – 1997)
- Managed all financial and audit needs, taxes, insurance and banking.
- Increased production capacity by managing build-out of 8,000 sq ft shell and relocation of manufacturing while not affecting shipments.
- Increased sales by helping establish distribution channels, drafting customer agreements and creating credit and collection policies.
- Reduced inventory and increased capacity and configuration flexibility by reorganizing manufacturing flow.
Independent Consultant 1992 – 1994
- LabIntelligence – Implemented accounting system and supported prototype production for this biotech start-up designing and building an electrophoresis machine.
- Quadlux, Inc. – Implemented MRP system and provided accounting function.
- Others – Provided accounting and manufacturing systems support for several firms.
Opus Systems, Mountain View, CA 1986 – 1992
Manufactured Unix coprocessor cards/software for PC’s and complete Unix computer systems.
Progression to Controller and Director of Operations
- Set up accounting and manufacturing MRP systems.
- Handled all financial and audit needs.
- Managed contract manufacturer for computer system product line.
Education:
BS, Business (emphasis in Accounting) with Distinction, San Jose State University, 1990
Other:
Incorporated a non-profit group, Lincoln Education Enrichment Fund, to raise funds to support instructional aides and special programs at our local elementary school. Served as President and Treasurer over a six year period (1994-2000).
Vice President and Event Coordinator for the non-profit Bay Area Orienteering Club (2008-present), a 250 member club that promotes education in orienteering (map based navigation) and puts on approximately 30 orienteering events for the public annually.
Hobbies: Barefoot Running, Orienteering, Bicycling, Food (gardening, sustainability, nutrition)