Adam Dean
Leesburg,VA
Summary
Results driven and team oriented leader who offers a unique blend of accounting, administrative, and leadership talents gained from 9 years of Vice President experience. Strong leader and trusted advisor to owners, shareholders and executives. Have the exceptional ability to develop great interpersonal relationships across multiple departments. An effective and articulate communicator who quickly builds strong working relationships with external contacts (banking, insurance, vendors). Able to perform a broad range of functions quickly in a fast paced environment. Analytical Vice President of Finance possessing in-depth knowledge of cost control, budgeting and financial accounting. Detail-oriented and Hands-on leader with strong business acumen and analytical mindset to identify and correct underachieving trends.
Overview
27
27
years of professional experience
Work History
Vice President of Finance
K12 Insight LLC.
10.2014 - Current
- Responsible for consolidating 2 US entities on monthly basis
- Created deferred revenue and revenue recognition templates to track each contract individually
- Implemented Time Tracking tool to track time and expenses across all contracts
- Responsible for processing payroll
- Worked closely with attorneys to standardize contracts with customers and vendors
- Create and maintain P&L, Balance Sheet, and Cash Flow Forecasts for 3, 6, and 12 months projections
- Restated and Restructured General Ledger to bring books up to 'Audit Ready' level.
- Spearheaded strategic planning initiatives to achieve long-term company goals and objectives.
- Collaborated with executive leadership team to develop and implement innovative financial strategies for growth.
- Brought in over $1.5M in cash via PPP loans and EIDL loan
Controller
Clarabridge Inc.
10.2010 - 08.2014
- Responsible for consolidating US and UK entities on monthly basis
- Managed accounting team in time of growth from 50 employees to 200 employees
- Managed third party accounting team to close UK entity on monthly basis
- Developed deferred revenue and revenue recognition templates to track each revenue deal
- Established and managed time and expense tracking tool to efficiently track T & E across multiple projects
- Responsible for processing payroll with ADP for over 200 employees
- Worked closely with Contracts department to make sure language was in line with GAAP best practices from revenue recognition perspective
- Managed 4 years of clean audits with BDO and Ernst and Young
- Implemented and managed stock option program.
Controller
Mural Ventures Corporation
02.2008 - 10.2010
- Responsible for consolidating 4 Mural divisions on monthly basis
- Managed conversion from Quickbooks to Dynamics Solomon
- Responsible for general accounting duties including AP, AR, GL, and Payroll
- Responsible for supervision of property accounting, internal auditing, cost accounting, and budgetary control
- Developed, analyzed, and interpreted statistical and accounting information in order to appraise operating results in terms of profitability and performance against budget
- Managed HR staff in everyday activities.
Controller
Apptix
04.2002 - 02.2008
- Responsible for consolidating all 7 Apptix divisions on monthly basis
- Managed staff of eight, which consisted of 2 CPAs and 6 staff accountants
- Actively participated in due diligence phase for each of Apptix's 5 acquisitions over 3 year period
- Responsible for working with Ernst and Young to prepare quarterly financials and annual financial statement
- Apptix is $40 million dollar company and is publicly traded on Oslo Stock Exchange
- It also employed roughly 150 employees in 5 different offices located in US
- Worked closely with CEO and CFO to manage day to day business activities
- Responsible for creating all annual budgets (divided by department and revenue segment), along with tracking actual costs against those same budgets
- Managed $750K Oracle billing upgrade to current system.
Controller
Global Trade Technologies
02.2001 - 11.2001
- Prepared monthly and end of year financial statements for Board of Directors
- Responsible for revenue recognition issues which arose on ongoing basis
- Worked closely with CFO to develop cost cutting strategies and develop more formal employee-spending guidelines
- Negotiated lease agreements and sub-contractor agreements
- Partnered with CEO in negotiating process for 11 million dollar contract, and oversaw budget for that same project
- Implemented Web based time sheet program to accurately track employee hours for budget and fixed contract purposes.
Controller
BMI
02.2000 - 01.2001
- Worked closely with president and other senior management in setting companies overall strategic direction and forecasting company's financial performance
- Designed, implemented and managed all financial controls and accounting programs
- Overhauled inventory control software providing more efficient and accurate analysis of production and cost allocation
- Ensured that accounting and financial reporting systems met needs of management
- Participated in formulation of company's near term and long-range financial goals and objectives, and plans and programs directed toward it's achievement
- Acted as lead representative in all debt and equity financing with investment bankers
- Prepared financial analysis of operations against planned performance including interim and year-end financial statements.
Accounting Manager
E-Certify
05.1999 - 02.2000
- Prepared and consolidated international subsidiaries' and parent company's balance sheet, income statement and cash flow statement
- Prepared and filed international employer tax and income tax returns
- Made certain that company maintains cost-beneficial system of internal accounting controls sufficient to provide reasonable assurance that company's assets were properly tracked
- Supported Controller in designing and administering accounting policies to be in accordance with GAAP and corporate guidelines
- Managed accounting system conversion from QuickBooks to Great Plains.
Accounting Manager / Systems Administrator
BMI
05.1997 - 05.1999
- Produced and analyzed cash flow forecasts and quarterly budgets
- Responsible for payroll for over 80 employees, as well as being accountable for health insurance issues and employer/employee related laws and guidelines
- Elevated quality of financial statements by overseeing both payables and receivables department
- Served as systems administrator, which included troubleshooting and configuring server, as well as over 20 different workstations.
Education
Bachelor of Science, Accounting -
CALIFORNIA STATE UNIVERSITY, NORTHRIDGE
Los Angeles, CA05.1992
Skills
- Full Cycle Accounting
- Cash Flow Management
- Strong Merger and Acquisition Experience
- FAS 123 Stock Option Reporting
- Foreign Subsidiary Accounting and Consolidation
- Payroll Processing
- Group Benefits Administration
- Budgeting and Strategic Planning
- Working capital management
- Board Reporting
- Internal controls implementation
- Relationship and Team Building
- Audit Management and Coordination
- Executive Leadership
Personal Information
Title: Certified Public Accountant (CPA) – State of Virginia
References
References upon request
Timeline
Vice President of Finance
K12 Insight LLC.
10.2014 - Current
Controller
Clarabridge Inc.
10.2010 - 08.2014
Controller
Mural Ventures Corporation
02.2008 - 10.2010
Controller
Apptix
04.2002 - 02.2008
Controller
Global Trade Technologies
02.2001 - 11.2001
Controller
BMI
02.2000 - 01.2001
Accounting Manager
E-Certify
05.1999 - 02.2000
Accounting Manager / Systems Administrator
BMI
05.1997 - 05.1999
Bachelor of Science, Accounting -
CALIFORNIA STATE UNIVERSITY, NORTHRIDGE
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