CAREER STATEMENT

Organization and team builder, who has developed talent across finance, accounting, audit and tax. Highly experienced, well-practiced presentation and public speaking skills. Creative and skilled developer and author of course content, training materials and presentations.

Experienced in reengineering domestic and international operations, accounting for business combinations and complex transactions, with an expertise in eXtensible Business Reporting Language (XBRL). Over 15 years of Big 4 - public accounting and transaction experience working with multinational corporations expanding their interests across Latin America, Europe and Asia. Diverse industry and international experience. Spanish language proficiency.

PROFESSIONAL EXPERIENCE

INDEPENDENT CONSULTING ENGAGEMENTS                                          November 2014 to Present

  • Provide training to public company accounting and financial reporting professionals concerning Extensible Business Reporting Language (XBRL)
  • Advise and assist entities in formation and structuring matters and fund raising efforts
  • Analyze interactive financial reporting data submitted to the SEC by US public companies
  • Publish position papers based on observations developed from review of SEC XBRL data  

 XBRL US, Inc.                                                                                                     May 2007 to October 2014

  • Director of US GAAP Research and Lead Taxonomist
  • Drafted and published White Papers
  • Advised public companies on financial reporting matters
  • Advised and interfaced with SEC and FASB
  • Developed and programmed electronic constraints for proper implementation of SEC Interactive Data requirements
  • Modeled US GAAP Taxonomy authorized by the SEC
  • Wrote and delivered training courses and materials on a national level
  • Led and delivered numerous presentations and speaking engagements
  • Communicating, directly and in written form, with stake holders, team members, and advisors to improve processes and results

 INDEPENDENT CONSULTING ENGAGEMENTS                                         October 2001 to May 2007

Chief Financial Officer - Manufacturing Start-up – Proprietary Product for Corporate Relocation Industry

  • Developed and implemented all systems, controls and procedures
  • Designed the accounting and financial reporting system and controls for the start-up entity
  • Oversaw financial reporting and compliance matters
  • Instrumental in contract negotiations
  • Developed offering memorandum
  • Negotiated and obtained Letter of Intent from key investor

 Telecommunications Company – Fiber Optic Network Provider

  • Forensic engagement dedicated to the reemergence to public markets of a restructured telecommunications entity
  • Hired, trained, and led a team of fifteen professionals dedicated to the rebuilding of the books and records of this de-listed public company
  • Oversaw and led company personnel in analyzing and correcting the historical accounting for translation and consolidation of foreign subsidiaries
  • Directed contract review and correction of entity lease accounting
  • Advised management on multiple accounting and financial reporting issues during the financial function's reconstruction, including revenue recognition, A/P systems, etc.
  • Assisted the Chief Financial Officer in special projects and day-to-day matters
  • Developed and implemented policies and internal control procedures for the management of a large pool of consultants and temporary workers
  • Supervisory and integral role in communicating with external auditors (e.g., gathered and organized documentary evidence, developed documentation, and provided support) engaged to opine on the financial statements of the reconstructed entity for its emergence from Chapter XI reorganization and return to listing on major exchange

 Global Maritime Shipping and Logistics Company

  • Provided controllership support
  • Developed cash flow dashboard and financial reporting process
  • Developed foreign currency translation process and training

Soft Dollar Administration Outsourcing Start-up

  • Advised and assisted in development of business plan
  • Assisted in writing investment memorandum and with initial round of capital financing

Innovative Technology Start-up

  • Developed business strategy and offering memorandum

Recapitalization/Restructuring Consulting

  • Recapitalization and restructuring consultation with specialty group focused on portfolio management

Public [Regional] Accounting Firm

  • Interim Audit Partner In-charge

 KPMG LLP, US, EUROPE & LATIN AMERICA                                                1986 to September 2001

Partner / Senior Manager – Transaction Services

  • Built a practice specializing in investment into Latin America
  • Serviced Transactions across the globe, including North America, Europe, Asia, and Latin America
  • Building, supervising, project management, and review of large multidiscipline resource teams for successful delivery against internal and external demands
  • Clientele consisted of a mix of Financial (e.g., Private Equity, Venture Capital) and Industrial Investors
  • Responsible for overseeing all facets of domestic and cross-border transactions (structuring, due diligence, synergistic realization, etc.) in multiple industries, including real estate, hospitality, manufacturing, telecommunications, retail, transportation, pharmaceuticals, media, etc.

Member – International Services Team to Mexico

  • Developed an in-coming investment practice for the Mexican firm
  • Audit senior manager for Latin American operations of multi-national, global companies
  • Authored Transaction Services training course published and delivered throughout Latin American firms
  • Participated in, developed, and delivered multiple US GAAP and Audit practice training courses
  • Mentored, developed, and advised professional staff

Assurance Practice - Senior Manager / Manager / Member – Professional Staff

  • Audit senior manager for US public real estate and manufacturing companies
  • Advised and managed services for multiple public offerings
  • Delivered transaction advisory services on numerous transactions for the M&A Group
  • Active audit program trainer for the New York Office
  • Completed rotation in Tax Practice, specializing in non-US banks
  • Computer audit specialist and Statistical audit specialist Firm designations

 ACCOMPLISHMENTS

  • Primary Contributor to development and publishing of XBRL US, Inc. Consistency Checks XBRL data quality validation rule set
  • Built successful Latin American private equity practice
  • Author of XBRL Certification Program
  • Contributed to foreign firm growth – 50% in three years
  • Modeled US GAAP taxonomy authorized by the Securities and Exchange Commission
  • Developed training materials adopted and adapted by standard setters and industry participants
  • Frequently asked to present at CPA State Society conferences and various other venues
  • Pre-tested numerous courses for the American Institute of Certified Public Accountants
  • Oversaw complete organizational and financial functions for start-up and secured first round capital financing commitment
  • Authored multiple courses for presentation to fellow professionals

PROFESSIONAL ASSOCIATIONS

  • Member of the American Institute of Certified Public Accountants
  • Member of the Connecticut State Society of CPAs
  • Member of the New York State Society of CPAs
  • Member of Financial Accounting Standards Board – XBRL Taxonomy Advisory Group 2010 through 2014

 EDUCATION & CERTIFICATION

BS – Accountancy, Bentley College, 1986

Certified Public Accountant – New York & Connecticut

OTHER

Member of the United States Marine Corps, 1977 to 1981 – Honorably Discharged

Easton Little League, Treasurer and Director of Fall Ball Instructional Program – 2001 to 2007