CFO/Controller Services:
I enjoy providing hands-on technical knowledge of financial & managerial accounting and reporting for public and private enterprises. I draft policies and design and implement internal controls. I advise management on reporting systems and implement the day-to-day financial operations of the company including the following: ERP systems operations & reporting, full-scope financial auditing, tax compliance and controversy resolution, project management, technology implementation, risk management.
I am very experienced with enterprise information systems, banking, lines of credit, lease lines, raising equity funds, and human resource issues. I manage teams and have solid working relationships with venture capitalists, PE firms, attorneys, insurance companies, law firms and accounting firms. I consult to boards of directors, CEOs and placement agents.
Specialties: Financial Accounting and SEC Reporting; Project Management; Technology Design & Implementation; Mergers & Acquisitions.
Financial Advisor @ I enjoy providing a range of services as needed by all business units. From April 2015 to Present (7 months) San Francisco Bay AreaChief Financial Officer/Controller @ Providing powerful Energy Storage Systems for the electric grid. From November 2014 to Present (1 year) San FranciscoSenior Project Manager @ From March 2015 to August 2015 (6 months) San Francisco Bay AreaSenior Consultant @ Grey Line of San Francisco
Yellowbrick Data, Inc.
BetterUp, Inc.
Julia Group
EAT Club From February 2015 to August 2015 (7 months) CupertinoAccounting & Finance Consultant @ I served a portfolio of corporate clients. NetApp, Cutera, Tanium. From July 2014 to July 2015 (1 year 1 month) San JoseMerger & Acquisition Consultant @ Providing M&A advisory and interim CFO & Controller services to the following companies:
Google Inc., Mountain View
The Bar Method, Inc., San Francisco
Cisco Systems, Inc.
Ramsell Public Healthcare, Oakland
Hauraki Networks, Inc. (hauraki = "northern wind" in Maori) - Maui, Hawaii
First Integrity Real Estate, Inc.
PONO, Inc - Waikiki, Hawaii
Well Long Economic & Trade Co Ltd
Sensitel, Inc.
Managed staff, built financial architecture & improved processes of portfolio companies.
Managed risk, legal, HR, valuation, audit, banking, tax and SEC filing professionals on deals.
Provided sell and buy-side DD & model analysis for private equity and investment banks. From January 2009 to July 2014 (5 years 7 months) Senior Management Consultant @ Phoenix Technology, Inc.
Synthetic Genomics, Inc.
Apothecary Shops, Inc.
Dorado Software, Inc.
MCC Control Systems, Inc.
Omnicell, Inc.
Rioux Vision, Inc.
General Software, Inc. From September 2007 to January 2009 (1 year 5 months) Greater Los Angeles AreaController @ Managed accounting close and day-to-day activities for 7 divisions & $150MM revenue. Ensured compliance with SEC, NYSE and Sarbanes-Oxley requirements, including the certification of the financial statements. Verified the accuracy of all Division and District consolidated reports; compiled budgets & forecasts; verified the accuracy of district consolidations; ensured that intercompany revenue and expenses eliminated, and ensured I/Co accounts balanced monthly; evaluated and reviewed A/R collection results on a monthly basis; and trained and developed Division Controllers and Staff Accountants. Managed yearly capex budget From July 2005 to September 2007 (2 years 3 months) Enterprise Risk Management Services @ Managed field teams performing global SOX consulting services for multi-national corporations. Traveled worldwide to keep foreign subsidiaries on schedule with a global SOX implementation. Implemented SOX for Washington Mutual in Seattle, Chatsworth and North Carolina. From March 2004 to July 2005 (1 year 5 months) Corporate Controller @ Performed corporate financial reporting, budgeting and forecasting; filed income taxes, sales taxes, and customs & H1B immigration reports. Performed financial planning and analysis, designed projects to support corporate management. Served accounting software customers and provided consulting services. Managed domestic and international programmers to insure product quality. From August 2001 to March 2004 (2 years 8 months) Senior Financial Analyst @ Set up and managed e-commerce group. Managed international transfer pricing audit, escheat audit, sales/use tax audit, workers' comp audit and state income tax audit. Performed monthly spending reviews, budget forecasts, divisional reporting and set up accounting to meet the specific needs of divisional managers. Reported directly to CFO and HR manager as manager of payroll function and by reviewing contracts and assisting legal counsel and negotiating D&O insurance. Assisted with treasury and SEC reporting. From June 2000 to August 2001 (1 year 3 months) Senior Accountant @ Prepared Tax returns for corporations, S-corporations, trusts, estates, partnerships and LLCs. Managed audits and compilation & review engagements; set up, merged and dissolved multi-state corporations and hired and developed staff. Served floor traders and market makers on the Pacific Stock Exchange. From January 1999 to June 2000 (1 year 6 months) Senior Accountant @ Served high tech clients in Silicon Valley by preparing tax returns for C corporations, S-corporations, partnerships, trusts & estates and LLCs. Performed audits on multi-national companies, G/L analysis and examined intercompany transactions. Provided research support for M&A transactions, IRS & FTB controversy engagements and corporate reorganizations. Recruited & developed staff. From June 1996 to January 1999 (2 years 8 months)
Advisory Position, Corporate Governance @ UCLA Anderson School of Management From 2008 to 2008 Masters, Taxation @ California State University-East Bay From 1995 to 1996 Bachelors, Mathematics @ California State University-East BayBachelors, Computer Science @ California State University-East BayEncinal High SchoolUndergraduate, Military Academy @ Northwestern Prep Mike F. is skilled in: Private Placements, Treasury Management, Audit, Valuation, SEC reporting, Accounting, Tax, Financial Accounting, IFRS, Banking, Financial Control, Financial Modeling, Due Diligence, Mergers, Financial Analysis, Financial Reporting, Corporate Finance, Private Equity, Financial Management, Internal Controls, Cash Management, SOX, Cash Flow, Financial Planning, Venture Capital, Forecasting, Restructuring, Consolidation, Start-ups, Acquisition Integration, Divestitures, Budgeting, Management Consulting, Asset Management, Corporate Governance, Business Strategy, GAAP, Internal Audit, Business Planning, Auditing, Strategic Planning, Compliance, Business Valuation, Investments, Executive Management, Risk Management, Investor Relations, Cost Accounting, Contract Negotiation, Variance Analysis