RESUME-SFA

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________________________________ Robin L. Taylor _________________________________ 848 E. 28 th Street, Apt B Oakland, CA 94610 (M): 510-452-7737 E-mail: [email protected] Summary ___________________________________________________________________________ 27 years progressive advancement in diverse financial positions, the most recent 17 years spent in international accounting & financial planning & analysis. Proven success in software & content organizations, IT services, alcoholic beverage market, nuclear radiation industry, publishing, private & public companies, with an extensive auditing background. Performed finance functions in US GAAP, IFRS, & Sarbanes-Oxley environments for US, Canadian & European headquartered organizations. Reputation for providing insightful analysis, innovative strategic solutions & high quality financial reporting, while exhibiting an astute proficiency for financial applications & reporting tools. Experience ________________________________________________________________________ Senior Accountant: Independent Distillers North America, CA 2011 to 2015 The expansion into the North American Ready to Drink (RTD) market by a leading producer, distributor & worldwide exporter of alcoholic beverages resulted in capturing a significant market share by operating in all provinces in Canada & 49 States in the US. (Canadian & US statutory subsidiaries of Asahi Group Holdings, LTD.) Recent success in providing the Executive Team with better visibility, proper controls & innovative cost-effective solutions as a full cycle accountant in the collective goal to effectively manage the business & increase market share. Submitted all financials, consolidation packages & reporting for two statutory subsidiaries in a meticulous & timely manner consistently meeting the aggressive close deadlines scheduled by the parent company. Engaged in a 4 day close process from start to finish by executing close procedures, system processes, accrual/provision assessments, effective reconciliations & variance analysis to producing financial statements, consolidation packages, footnote disclosures & intercompany reporting for two statutory entities. Proficient as a leading member of the close team as demonstrated by advising & directing Finance staff & Inventory personnel in regards to proper transactional entries, system processes, account reconciliations, sub-ledger reporting & accounting control & procedures. Exhibited self-starter capabilities in utilizing the Net Suite Global ERP system & by developing & introducing efficient system processes & internal controls & procedures as part of the establishment of a US-based financial headquarters.

Transcript of RESUME-SFA

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________________________________ Robin L. Taylor _________________________________

848 E. 28th Street, Apt B Oakland, CA 94610 (M): 510-452-7737E-mail: [email protected]

Summary ___________________________________________________________________________

27 years progressive advancement in diverse financial positions, the most recent 17 years spent in international accounting & financial planning & analysis. Proven success in software & content organizations, IT services, alcoholic beverage market, nuclear radiation industry, publishing, private & public companies, with an extensive auditing background. Performed finance functions in US GAAP, IFRS, & Sarbanes-Oxley environments for US, Canadian & European headquartered organizations. Reputation for providing insightful analysis, innovative strategic solutions & high quality financial reporting, while exhibiting an astute proficiency for financial applications & reporting tools.

Experience ________________________________________________________________________

Senior Accountant: Independent Distillers North America, CA 2011 to 2015The expansion into the North American Ready to Drink (RTD) market by a leading producer, distributor & worldwide exporter of alcoholic beverages resulted in capturing a significant market share by operating in all provinces in Canada & 49 States in the US. (Canadian & US statutory subsidiaries of Asahi Group Holdings, LTD.)

Recent success in providing the Executive Team with better visibility, proper controls & innovative cost-effective solutions as a full cycle accountant in the collective goal to effectively manage the business & increase market share.

Submitted all financials, consolidation packages & reporting for two statutory subsidiaries in a meticulous & timely manner consistently meeting the aggressive close deadlines scheduled by the parent company.

Engaged in a 4 day close process from start to finish by executing close procedures, system processes, accrual/provision assessments, effective reconciliations & variance analysis to producing financial statements, consolidation packages, footnote disclosures & intercompany reporting for two statutory entities.

Proficient as a leading member of the close team as demonstrated by advising & directing Finance staff & Inventory personnel in regards to proper transactional entries, system processes, account reconciliations, sub-ledger reporting & accounting control & procedures.

Exhibited self-starter capabilities in utilizing the Net Suite Global ERP system & by developing & introducing efficient system processes & internal controls & procedures as part of the establishment of a US-based financial headquarters.

Key member of a transition team that successfully transferred all documented processes, duties & knowledge to the New Zealand team even with geographical & time zone limitations; ensuring that the new team was thoroughly trained, tested & operating efficiently by the target deadline.

Liaison between the Executive team, Pricewaterhouse (PWC) & Labis Global Practitioners in the preparation, review & submission of all Corporate Tax Returns for both the US & Canadian entity. Developed models to communicate all necessary financial information to PWC tax teams & worked closely with PWC to ensure an accurate interpretation of this information. Collaborated with Labis Global Practitioners regarding the development of a Controlled Group Allocation plan for all US subsidiaries under the Asahi Group Holdings LTD to ensure minimum impact to the individual entity’s tax liability.

Designed & implemented excel based models as viable solutions to resource or infrastructure limitations or to serve as process improvements by automating system processes, streamlining close duties & enhancing our current functionality & management reporting.

Excelled in the initiation & management of interpersonal relationships with outsourced providers (ie: National Distributor, contracted warehouses, 3rd party service providers) to ensure

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compliance to contract terms & regional regulations, auditing of transactional data in proprietary systems & provision of consistent, accurate reporting & cost documentation as requested.

Collaborated with Logistics & Inventory Manager in troubleshooting systems & developing innovative strategic solutions to improve inventory reconciliations by resolving negative inventory issues, properly assigning landed burdens by product line & accurately reflecting inventory valuations by product line.

Per the CFO’s recommendation, designated as a Backup Check Signer on all financial accounts for both the US & Canadian entity. Managed all bank account balances, account transfers, domestic & international wires, online banking, administrative processes & interpersonal relationships with bank account managers. Developed a Cash Management tool utilized on a monthly basis in determining our cash flow potential to settle any intercompany balances with our parent or sister entity.

Senior Financial Analyst: Consultant for Kaiser Permanente – NFS Finance CA 2010 to 2011A leader in providing high-quality, affordable health care via an integrated care delivery system & focusing on total health & advanced technology. National Facilities Services (NFS) strives to assist Kaiser in reaching its goals by delivering the smartest facilities while still maintaining schedule, budget & quality objectives. Liaison between Regional NFS Finance teams & NFS Director of Finance in supporting the Regions

Outside of CA (ROCs) in regards to operational & financial reporting, process improvements, SOX capitalization control compliance & project tracking objectives.

Lead contributor in the implementation of capital project reporting for the ROCs Operational division including key performance indicators & quantitative analysis on data present in the project tracking system.

Executed thorough review of the capitalization monitoring report process to ensure compliance with internal policies & controls to minimize any potential finding for SOX audits.

Performed regional SFA duties for the OH NFS Capital Team by collaborating with the project manager & property accounting on capitalization & closeout objectives, maintaining the project tracking data, monitoring compliance to internal policies & procedures & meeting reporting deadlines.

Educated finance & operational personnel on the project tracking system via the development & presentation of training materials & documents.

Identified & coordinated the resolution of systematic & data issues with the customer support group responsible for the project tracking system.

Senior Financial Analyst: Mirion Technologies, Inc. CA 2008 to 2009A $208m global provider of nuclear radiation detection, measurement, analysis & monitoring products & services operating in the energy, defense & medical end markets. American Capital established Mirion Technologies by merging three like acquisitions from their US & European portfolio. Key contributor in developing reporting & analytical models to prepare the enterprise for

American Capital’s exit strategy either via an IPO or private sale. These models (ie: annual & five year forecasting, revenue pipeline & segment analysis, management discussion analysis, working capital metrics, cash flow analysis & banking covenant compliance for $180m of borrowings) provided the head office with automated methods of obtaining data on a timely basis from multiple domestic & foreign sites not yet captured in current financial reporting.

Liaison to CFO, Division VPs & upper level management in the preparation & presentation of annual & five year budgets, financial reporting & modeling & management discussion analysis.

Succeeded in meeting the SEC deadline for S-1 filing by obtaining audit opinions on four years consolidated financials incorporating various statutory reporting & currencies from 15 individual entities.

Responded to three simultaneous audit firms for pre-audit preparation, audit sign-off, S-1 filing preparation & submission & corporate tax structure analysis.

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Vital role in the implementation of Cognos Business Intelligence to track & analyze current pipeline & revenue backlog of $230m by importing data from multiple ERP systems with various currencies.

Collaborated in the implementation of Cognos Planning as an annual global forecasting tool to be utilized by US, Canadian & European sites with various statutory reporting.

Senior Financial Analyst: Symyx Technologies, Inc. CA 2007 to 2008A $175m software, tools & services provider to the life science & chemical markets. Symyx recently acquired the MDL software, database & services business from Reed Elsevier.

Member of a post acquisition team that obtained audit opinions on 3 years of carve-out financials converted from IFRS to US GAAP within a 75 day SEC deadline for an 8-K/A filing.

Facilitated the integration of the combined MDL & Symyx forecast in accordance with the new management team’s strategy & objectives.

Educated business partners & Senior VPs on financial & operational aspects related to the IT, Facilites, Telecommunication, Marketing & R&D spend to encourage a seamless integration.

Senior Financial Analyst: Elsevier MDL, CA 1999 to 2007A $125m software solutions company providing drug discovery informatics to the life sciences market (subsidiary of Reed Elsevier)

Key contributor to a private $123m divestment of a carve-out of the product portfolio to Symyx Technologies & the portfolio’s historical & potential financial performance.

Collaborated in the preparation & timely delivery of a complex carve-out of 3 years of IFRS based financials & subsequent conversion from UK GAAP/IFRS to US GAAP as required by a divestiture from a UK based technology business to a US public company.

Involved in the completion of a virtual data-room to provide prospective buyers with the essential financial & operational data to perform necessary due diligence analysis.

Liaison to the CEO, CFO, CIO, Senior VPs & business partners in upper level management in the preparation & evaluation of forecasts, prospective capital investments, financial modeling & strategic planning projects.

Strategic partner to the CIO in a high growth, technically complex environment facilitating a $10m capital & operating budget.

Financial modeler of $5m investment in an online hosted content product that ultimately resulted in $20m annual revenue as one of the lead products in the divestiture portfolio.

Established & maintained an integrated approach between technical aspects & finance requirements via a thorough understanding of the strategies, priorities & challenges facing IT, R&D, Marketing, & Consulting.

Prepared actual to budget variance analysis with special emphasis on providing cost cutting solutions to assist management in meeting annual profit goals.

Responsible for the preparation & timely submission of annual profit/loss & cash flow modeling budgets & re-forecasts on a worldwide basis including trend & variance analysis.

Developed & implemented an Excel based forecast modeling tool that incorporated & consolidated US, European & Japanese statutory reporting structures in five currencies.

Submitted 100% of all budgets & reforecasts to corporate per published deadlines resulting from the automation of a multi-currency Excel-based model.

Detailed exposure to revenue forecasting with a complete understanding of licensing models, contract terms, renewal trends & SOP 97-2 revenue recognition practices: IFRS vs US GAAP.

Automated external forecast submissions to corporate & internal reporting to management to enhance efficiency in evaluating trends & developing viable solutions to operational challenges.

Developed & implemented a capital modeling tool to enhance planning & reporting of capital expenditures for long range projects & individual purchases.

Provided finance staff with a central resource for trouble-shooting systems, fulfilling ad-hoc requests with new query design & report writing & implementing process improvements.

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Lead role in implementing a customized PeopleSoft Capital Planning module that fulfilled management’s requirements but with minimum financial investment as well as collaborating in the team implementation of seven additional PeopleSoft modules.

On the CFO’s recommendation, relocated by Reed Elsevier from a Virginian subsidiary, Lexis Law Publishing, to California to enhance the FP&A department & integrate Reed Elsevier’s budgetary practices & objective. (Details offered upon request of my 1996-1998 career advancement at Lexis Law Publishing)

Technologies ______________________________________________________________________

NetSuite OneWorld Global ERP; PeopleSoft, NVision Reporting & Query; Hyperion Enterprise; Citrix Program Neighborhood; MS Excel, Word, Access & PowerPoint; Enterprise Reporting; Cognos Planning; Cognos Finance; Cognos Business Intelligence; Great Plains Accounting; Windows 10; Kaiser’s NFS Project Tracking System (PTA)

Education _________________________________________________________________________

Bachelor of Science, Marketing Concentration in a Comprehensive Undergraduate Business ProgramMcIntire School of Commerce, University of Virginia 1987