Consultant HF2

• Top 25 MBA
• Developed strategic plan, annual operating plan, quarterly forecasts & capital budget for Fortune 500 companies in healthcare & medical device industries
• Acted independently to identify & resolve problems, allocated, monitored & controlled manpower, & other company expense targets for the United States Division of $17 Billion medical device company
• Conducted an analysis of the Latino community & other emerging markets as an opportunity for health care coverage growth & expansion
• Developed Sarbanes-Oxley risk assessment of IT area of 22 Billion mortgage investment company
• Evaluated all company functional processes from financial planning to performance, procurement to payment, demand to supply planning & manufacturing
• Team member of company-wide new ERP system implementation project for the third largest medical device company in the world with a market capitalization of $17 Billion
• Build complex financial models (Excel/ Access) pulling data from multiple sources such as SAP, Business Objects, Hyperion Essbase, CorVu & MFG/Pro for analysis

Consultant SA

• Big 4 CPA & UCLA MBA
• Hands on and supervisory corporate controllership experience in $1B regional operation
• Directed monthly and year-end closing process for a variety of companies
• Responsible for internal and external reporting including monthly financial review packages and executive summaries for Executive/Management team
• Participated in and lead post merger accounting integrations for a number of acquisitions
• Prepared supporting analysis and disclosures for SEC Forms 10-Q and 10-K
• Finance lead for due diligence and integration of seven strategic digital acquisitions, valued at $800 million
• Experience building, improving and refining budget and forecast models
• Directly responsible for developing and implementing local policies and procedures in accordance with U.S. Corporate guidelines and SOX
• Systems Expertise: Excel, Powerpoint, JD Edwards, ENTERPRISE ONE (PEOPLESOFT), MCKORMICK & DODGE, Quickbooks, KHALIX (LONGVIEW SOLUTIONS)

Consultant LS

• Big 4 CPA
• Managed General Accounting, & oversaw A/R, A/P & Inventory Management during the period of Encore’s most rapid growth
• Created return reserve adequacy test, documented procedures & trained accounting staff to perform monthly return reserve analyses
• Helped engineer a reduction in the Month-Close cycle
• Established & implemented accounting policies & procedures, & assessed whether internal controls are Sarbanes-Oxley compliant
• Trained Corporate Management during the transition of accounting responsibilities to the Corporate Office
• Systems Expertise: SAP, Scicom, SBT, JD Edwards, DPS & Excel

Consultant JL5

• MBA and CPA
• Hands-on and supervisory corporate controllership experience in mid-sized operations
• Designed, developed and implemented systems to accumulate, calculate, and present annual operating plan and budget information
• Designed, developed and prepared monthly operational reports, financial statements, trend and variance analyses, executive narrative and presentation materials
• Extensive experience streamlining processes and controls and improving record retention efficiency
• Extensive experience building, improving and refining budget and forecast models
• Participated in an effort to turn-around a company in a cash flow crisis. This involved assessing market conditions and the company situation, strategic planning and the execution of a cost savings initiative
• Systems Expertise: Excel, Access, MAS90/MAS200/FRX/CRYSTAL REPORTS, SOLOMON IV, SAP R3

Consultant KL

• UCLA MBA
• Interacted with Accounting, IT, Forecasting and external auditors to investigate business inquires of customers/products and perform ad hoc financial analysis
• Prepared, allocated and tracked revenue in operations from $90 million to $1.9 billion for various companies including several health care design/manufacture company, clothing retail company and automotive retail company
• Investigated missing revenue from system conversion issues at Beckman Coulter, identified more than $12M in missing revenue
• Spearheaded the development and implementation of business process improvements to increase efficiency such as trend analysis forecast, sales goals recommendations, sensitivity reports, and month and year end documentation
• Developed, maintained and managed a consolidated financial model that can be utilized for quick turnaround Profit and Loss to articulate performance and reference for ad hoc projects including advertising results
• Forecasted and maintained warehouse payroll as rolling 12 month budget
• Systems Expertise: Excel, Access, Business Objects, Sap, Oracle Enterprise Manager

Consultant KG2

• Big 5 CPA
• Single point of contact for $2B C.O.G.S inventory
• Managed financial aspects of JV product mfg. agreement
• Restructured accounting ops. dept. to improve efficiencies
• Implemented internal control procedures
• Managed R/E accounting, purchasing & import purchasing payables
• Prepared SEC 10Q & 10K
• Particated in IPO and purchase investigations
• Supervised SAP R3 inventory accounting implementation

Consultant JL3

• Big 4 CPA
• Directed all accounting & financial reporting for the Senior & Specialized Care Services business units
• Prepared month-end management close packages including financial statements, variance explanations, & ad-hoc analysis
• Developed, planned & executed a comprehensive annual operating budget in excess of $1B of revenue
• Analyzed key trends & issues affecting healthcare coverage including prescription drug costs, expected drug expenditures based on actuarial determination & acuity of enrolled members by geographic region
• Coordinated interim & year-end audit activities with external auditors & other business units, including entrance & exit meetings
• Systems Expertise: Oracle, Excel & Access

Consultant TW3

• Big 4 CPA
• Managed the financial and accounting operations for various companies
• Prepared SEC Forms 10-Q and 10-K, including footnote disclosures and MD&A
• Directed monthly, quarterly and year-end closing process for a variety of companies, assuring the accuracy of data and integrity of reporting
• Improved monthly reporting process by reducing the amount of time required to consolidate multiple subsidiaries and generate monthly financial review packages and executive summaries for a large multinational oil and gas company
• Prepared financial analyses, including, return on investment (ROI), on potential hotel acquisitions for a hotel real estate investment trust
• Directed SOX team responsible for ensuring overall company compliance with Section 404 of Sarbanes-Oxley Act on a quarterly basis for a mortgage loan originator
• Extensive experience building, improving and refining budget and forecast models to project operating results on a quarterly, annual and 5 year basis
• Systems Expertise: Excel, Powerpoint, Timberline, JD Edwards, Peoplesoft Financials

Consultant DC

• Top 25 MBA
• Led the budgeting, forecasting, long-range planning, & analysis functions of a $2 Billion public company
• Performed financial planning & analysis functions across several industries including biotech, energy, aerospace & defense, manufacturing & engineering development
• Extensive experience building, improving & refining budget & forecast models
• Executed sell-side & buy-side M&A transactions for an investment bank
• Key figure in post merger integration of the F,P&A functions for two publicly traded companies
• Led the research, planning & implementation of new financial planning & reporting systems
• Systems Expertise: Excel, JD Edwards, Cobra & MicroFrame Program Manager

Consultant BL

• Big 4 CPA
• Managed monthly close and financial statement preparation for 401(k), ESOP, profit sharing, and deferred cash and stock compensation plans
• Reviewed all IT acquisition activity (licenses, hardware, etc.) for $8B entity for potential capitalization
• Managed annual preparation/review/filing of IRS Form 5500 (annual return) for all corporate and subsidiary retirement plans (> $5B combined assets)
• Managed 14 corporate and subsidiary retirement plan audits with $5B in combined assets, including 3 annual SEC filings.
• Worked closely with internal audit on initial Sarbanes Oxley documentation and subsequent revisions
• Worked with financial reporting and tax managers to define requirements and eliminate unnecessary reporting
• Systems Expertise: Excel, SAP, Hyperion, Costpoint, Cognos