Andrea Caruso: in Carlsbad, CA

Managed the forecasting and planning process. Implemented a new budget process that was approved by the board of the directors upon the first submission. Created and maintained the financial database that was utilized by the entire company for reporting and analysis work. Designed and prepared the monthly consolidated financial package including the balance sheet and cash flow statement. Prepared financial presentations. Created financial models. Played an integral role in the sale of the business. Provided support to the CFO, accounting department and all other areas of the company.

Identified billing conflicts with a major customer resulting in the collection of hundreds of thousands of dollars of past due amounts and created procedures to ensure future collections. Trained employees on usage of Cognos forecasting software.

Oversaw the financial performance of a tri-state region. Responsible for forecasting and planning, month-end closing, financial reporting, internal controls, presenting at quarterly executive board meetings, presiding over district meetings, financial training and field support.

Provided financial analysis work and reporting for the field and executive management in addition to performing ad hoc projects. Created various financial models utilized throughout the company, maintained the region financial scorecards and prepared the competitor analysis for executive management.

Played integral role in the acquisition process including performing due diligence work, formulating a purchase price, transferring the purchase onto the books, assisting with any post acquisition accounting and issuing the holdback money to the sellers. Booked 60 acquisitions in a 2.5 year period contributing to the company's growth objectives and developed procedures for this newly created position.