Executive and Management Successes:
- Executive management; Owner of Sharp Executive Associates, Inc. , Chief Financial Officer of publicly-traded companies, Managing Director (President) of European division
- Entrepreneur and business owner; Founder and Principal of international financial consultancy firm providing Sarbanes-Oxley compliance and contract CFO services; Owner of consumer services firm; employs staff of more than 12 people.
- ‘Hands-on’ communicator; Public Speaker, Consultant, Trainer, Culture Coach
Broad-based experience:
- Treasury ManagementBank negotiations on credit lines, term financing, refinancing, covenants and compliance
- Over 25 years of experience; International, Multi-State, and Consolidated entities
- Sarbanes-Oxley Compliance & Corporate Governance, Rule 404 Project Manager, Scoping, Testing, Monitoring, Disclosure Controls
- COSO framework, Internal Controls, Segregation of Duties, IT Access and Security issues
- Practice before SEC, Public filings as CFO; 10-K, 10-Q, 8-K, S-1, S-4, Form 4, Form 5
- CFO during tender offer, Controller during successful IPO
- Mergers & Acquisitions, Due diligence and negotiations on several acquisitions
- Merged several companies, both parent/sub & brother/sister
- Disposed of non-strategic subsidiaries
- Manufacturing of technology-based capital goods; both build-to-order & build-to-forecast
- Mining; exploration stage companies in precious metals
- Contract service industry; Personnel-intensive revenue base
- Telecommunications & Electronics; VOIP-based communications, consumer electronics
- Public Accounting, serving corporate clients with CFO management services
- Managed operations and assets for millions in cash generation during economic downturn
- Dealt in foreign currencies; exchange rates, translations, forward contracts, hedging
- Systems and Process oriented, Trainer in Continuous Improvement principles and techniques
- Change management, corporate culture, process improvement, team building
Education and Certifications:
- Bachelor of Business Adminstration, Boise State University; 1981
- Certified Public Accountant in WA (#13143) and ID (#1836); member of AICPA, ISCPA