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