Consulting CFO : Valuations, strategy, business plans, forecasts and budgets, financial and operational reporting, accounting processes, revenue recognition, stock based compensation.
CASINO WIRELESS SERVICES, INC., Santa Clara, California 2010 TO 2012 Start-up provider of secure wireless casino gaming software. Chief Financial Officer/ Consulting CFO, Member of Board of Directors Member of the founding management team providing direction in the efforts to secure additional funding for worldwide expansion.
PUREDEPTH, INC. (PDEP.OB), Redwood City, California/Auckland, New Zealand 2007 - 2009 US Public display hardware and software licensing and manufacturing company with $150 million peak market cap. Chief Financial Officer and President Responsible for leadership of all finance and accounting activities, investor relations, HR, legal, IP strategy and key contributor to executive team and Board of Directors in all strategic decisions. As President with full P&L responsibility, provided leadership to the entire organization including all sales/marketing activities, software and hardware R&D and customer support.
Exel Plc. (A London Stock Exchange Company), Bracknell, Berkshire, UK 2002 - 2006
Exel Freight Management Americas, Irving, Texas, 2004-2006 Regional division of this supply chain leader with annual revenues of $875 million and operations throughout the USA, Canada and Latin America. Vice President Finance Promoted to the role of senior finance executive for international air and ocean freight forwarding, technology warehouse management and domestic trucking division.
Exel Freight Management, US, Hayward, California, 2002-2004
US based international air and ocean freight forwarding business unit with annual sales of $350 million. Vice President Finance Provided proactive strategic and financial leadership while managing all day to day accounting operations, systems and tax compliance.
Merchants Group International, Ltd., San Francisco, California 1999 - 2002
Private equity/venture firm with $100 million under management. Chief Financial Officer
Recruited to manage the internal financial affairs of the firm and various partnerships. Led performance and financial due diligence of potential investments; provided general business and financial advice to companies under firm management, and represented shareholders as a member of the Boards of Directors.
DHL Worldwide Express, Brussels, Belgium 1984 - 1999
International express logistics company with $4 billion in annual revenues.
DHL International, Ltd., Brussels, Belgium, 1994 – 1999 Worldwide headquarters responsible for all global operations impacting over 50,000 employees in 220+ countries. Vice President of Finance, Global Planning & Analysis Promoted from DHL's US Headquarters to Worldwide Headquarters to create and lead a sophisticated decision support organization to manage the planning, budgeting, forecasting, investment analyses and management reporting for worldwide operations. Worked in cooperation with the CEO and senior management team to define business strategies, evaluate opportunities and major investments, and create improved business and financial processes.
NetExpress, Inc. (Majority Owned Subsidiary of DHL), Foster City, California, 1992 -1994
$30 million telecommunications technology company that developed and maintained DHL’s global track and trace software and communications network; provided contract fax and telecommunications switch R&D, and manufactured and sold fax and telecommunications switches. Chief Financial Officer Selected to lead all financial, legal, HR and IT functions and to provide an active leadership role in the strategic planning, development and launch of several new products to expand the technology portfolio, strengthen market penetration and drive profitable revenue growth.
DHL Airways, Inc., Redwood City, California, 1984 - 1992
$550 million international express logistics division of DHL Worldwide Express. Vice President of Finance & Treasurer, 1986 - 1992 Treasurer, 1984 – 1986
Accountable for all financial, treasury, cash management, currency hedging, investment banking, commercial banking, accounting and tax affairs. Led a finance workforce of 450 associates.
Early Professional Career as a Certified Public Accountant Regional CPA Firm John F. Forbes & Co and independent practice. Audit and business advisory experience included companies in software development and licensing, electronics manufacturing, transportation, financial services, banking, defense contracting/manufacturing, retail, construction, not for profit and commercial real estate. Past owner of successful restaurant business.
Volunteer Chief Financial Officer, Samasource, a software development non-profit 2011-2012
Past Vice President and Member of Board of Directors, Financial Executives International, Silicon Valley Chapter