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Profiles
 

Cobalt's team of experienced professionals has the qualifications and expertise to immediately add value to every client engagement.

Associate RF Associate AA
  • VP Finance / Treasurer / Controller
  • Experienced in all aspects of G/L accounting, closings, reporting and consolidations
  • Established internal controls and best practices in Accounting, Finance and General Administration
  • Developed and implemented comprehensive policies and procedures
  • Financial planning and analysis
  • SEC Reporting: 10K, 10Q and MD&A
  • Project management and implementation experience
  • MBA Finance Claremont University; BS Finance USC
  • Big 4 CPA
  • Led teams on Section 404, Sarbanes Oxley compliance initiates
  • Evaluated systems, procedures and internal controls for compliance with government program regulations
  • Internal auditor for Fortune 500 company
  • Due Diligence experience with company acquisitions, transitional operations, and business improvement plans
  • Designed and produced investor relations procedures manual
  • SEC Reporting: 10K, 10Q and MD&A
  • Investment accounting: purchase/sales of portfolio securities and fund shares
  • Net Asset Value calculations
  • Cash management: cash flow forecasting and reconciliation
Associate RE Associate BA
  • Director Financial Accounting with over 30 years accounting experience
  • Managed numerous Section 404, Sarbanes Oxley initiatives
  • Implemented controls and restructured payables department
  • Reduced monthly close process from 5 to 3 days
  • Implemented investment policy
  • Restructured cash management department, implemented controls, formalized reconciliations
  • Implemented new cash reporting system, reduced labor by $1 Million annually
  • Cutting edge supply chain portal to improve vendor invoice processing
  • Responsible for contract and vendor negotiations
  • Implemented automated account reconciliation software and accounts payables systems
  • President / owner private software company and product marketing executive at large public entity; all areas of product lifecycle
  • Skilled in new product and service concepts
  • Market analysis, business cases and marketing plans
  • Software selection process
  • Business and functional specifications
  • Project coordination, product rollout, training, launch, maintenance and version kill plans
  • In-depth sales support: pricing, proposals, collateral and tools
  • Lead generation: direct mail, ads, trade shows, PR, partnership programs
  • Websites for clarity, intuitive user experience, and expeditious exchange of commerce