Contact Information:

 Cynthia@analystsinabox.net

(657) 445-8306

  LinkedIn Profile

Areas of Practice

• Financial Modeling

• IT Financial Management Consulting

• Contract Negotiations

• Benefit and Payroll Administration

• Audit Consulting

• System Implementation

Industry Lines

• Direct Response

• Publishing

• Internet Advertising

• Software – Development & Mfg.

• Entertainment

• Financial Services

Computer Applications

• MS Office (Word/Excel/PowerPoint)

• PeopleSoft

• Hyperion
  

• Business Objects

• Great Plains

• FRx

• Cognos (TM1)

• QuickBooks

• Cision

• Yardi

Education/Qualifications

•  MBA with Accounting/Finance emphasis, Chapman University

• BSBA major Accounting, Chapman University

• Certified Management Accountant (CMA)

• Toastmaster’s – (CTM) 
  

Past Employers/Clients include:

• Disney

• Gorilla Nation Media

• Pacific Life
  

• Volt Information Sciences

• Hooked on Phonics

• Source Interlink Media

• Primedia

• LA Weekly Media

• Grant Thornton

• Window Rock Enterprises

• Pinnacle Marketing Concepts

• Mobile Money

• Evergreen Realty Management

• CRi Business Solutions

• DanaDirectMarketing

• Stompsoft Inc.

• The Capital Group

• Cal State Fullerton

Favorite projects and work environments to date:

• Major messes

• Highly volatile industries

• Small to mid-size businesses

• Small finance departments

Professional Experience

Certified Management Accountant with an MBA and 24 years of creative financial management experience within both Fortune 500 and small entrepreneurial environments.  Specialties in Finance Department Renovation and Human Resources Department initiation including Payroll and Benefits Administration.   Expert at implementing solutions to fuel exponential growth and extinguishing cash flow drains in a rapidly changing competitive environment.

Major Projects:

Revenue Generation/Financial Modeling                  

·          Mined data to identify customer key order timing which launched an initial reorder solicitation campaign that yielded $1 million net within six weeks.

·          Established attractive Credit & Collection Policy to launch $100mm line of direct response product to retail.

·          Lifted D&B supplier score by 150% by altering current supply chain vendors in order to secure a $40mm order from Wal-Mart.

·          Modeled rolling forecast-by-day for $27 million line of business in order to maximize revenue and increase media conversion efficiency.

Contract Negotiations

·          Renegotiated existing Call Center contract to reduce costs associated with long talk times by changing the vendor mix and saving $3.6 mm annually.

·          Performed printer contract analysis to determine that buying out the remaining life on the contract would save $.45mm annually

·          Successfully planned for Collective Bargaining agreement increases coming in $.075mm under budget which was a reduction of 275% from the initial union demand.

·          Renegotiated existing invoices down 35% from then exclusive internet marketer and reduced their exclusivity from four offers to one offer.

Benefit and Payroll Administration

·          Risk Analysis of the health of the employee population to determine if self-funded healthcare could be a viable option for an employee population of less than 200.  Determined the correct stop-loss amount to keep all the benefits and reduce costs to acceptable level and migrated to self-funded health care.

·          401k – Pension Plan determination of whether or not Safe Harbor would be the best way to protect the entrepreneurs and attract superior personnel.

·          Developed and maintained payroll administration for 10 legal entities in three states from entry level compensation through commissioned sales staff and C-level.

·          Developed numerous commissions plans to drive revenue or drive cash and every mix of the two in between and every time exceeded expected results. 

Audit direction and consultation

·          Utilizing a staff of 7 during a 200% growth mode and system conversion received an unqualified opinion for first year multi-year multi-entity audit cash to accrual basis.

·          Unqualified opinion for multi-year PCAOB audit that enabled my client to avoid bankruptcy by sale of assets to public company.

·          Managed client with 100% testing of their accounts payable for four years and was able to avoid any adjusting entries.

·          Reduced audit hours by 92% saving $.100mm annually after reducing finance department staff saving another $.100mm.

System conversions

·          Create initial integration loop from QuickBooks to Creative Manager Pro for client time tracking and billing processing.

·          Proprietary to QuickBooks (executed setup of QuickBooks and design of export template to expedite data migration from proprietary system).

·          Clean up of 2003-2005 QuickBooks Financial Statement and Transactional data to facilitate six-week audit of Fiscals 2003-2005. 

·          Legacy System to Great Plains (Adjusted a 3 year roll from cash-to-accrual integrating as audit adjustments became available.)

·          Conversion from Proprietary Ad Booking System to Mactive (5,000+ client accounts – located and resolved a $626k roll-forward issue) and from Mactive to Great Plains General Ledger.