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Robert L

Chief Financial Officer

Occupation:

Chief Financial Officer

Location:

Irving, TX

Education Level:

Bachelor

Will Relocate:

YES

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Summary 45 + years experience as a: CFO Controller Treasury, Banking and Cash Manager HR & Benefits Manager Finance Manager Commercial Risk Manager Project Manager and, M&A Manager. A highly adaptable leader, an outstanding trainer and mentor, and a superior problem solver. November 2014 to April 2017: CFO and Controller for Jokari/US, Inc., Carrollton, Texas Company Overview: Jokari is a direct importer of household products, consumer goods and gadgets manufactured predominantly in China. Marketing is both domestic and world-wide, focusing on big box retailers, grocery store chains, specialty stores, through the Internet, and through other distributors. Responsibilities: All accounting, month-end & year-end closings, and financials, in an inventory intensive Standard Cost Accounting environment. Banking and cash flows, including budgeting and forecasting. Shared Management of 6 clerks and 3 salespersons. Direct contact with external auditors. HR & Payroll, including policy & procedures writing, hiring and background checks. Managing the relationship with the company's Factor, including monthly, quarterly and annual compliance reporting and BBC certifications. Accomplishments: * Successful turn-key negotiations of a factoring agreement, with a related ABL inventory line. * Recalculations of the NOLs for both 2015 and 2016, and their effects on the Financial Statements, for the Change In Control (IRC) that occurred during March of 2015. * Created a gross margin Calculator for the sales dept. to achieve target pricing and margins. * Managing the accounting conversion from an ERP system (Add+On) to a blend of FishBowl and QuickBooks, the systems used by the parent corporation owner of Jokari's common stock. * Fully trained my replacement, subsequent to the parent corporation's decision to consolidate all accounting operations into their home office, located in Pittsburgh, Pennsylvania. The successful systems conversion and my employment end date both occurred on April 18, 2017. April 2012 to November 2014: Contractor and Consultant - Texas, Maryland and New York J. A. Garrison & Co., CPAs: Prep of individual/partnership/corporate tax returns using ProSystem fx Tax. National Grid (public utility): Analysis and repair of incorrect SAP payroll data following a defective SAP implementation. Work included training and mentoring newly deployed contractors, training Client staff on time keeping and resolution processes, HR data work, and extensive problem solving. Responsibilities also included 100 + 1-on-1 meetings with Client's unionized employees to satisfactorily explain overpayment errors in their pay checks. Invision Sky (Subway shop): Disputed Federal Income Tax review work. U Save (auto) Collision Center: Preparation for and participation in, a four year period TX Sales Tax Audit. Brightroom: Follow up Nexus and SS-8 defense work.

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