Joe Long
NH
Summary
Over 20 years of experience, as an executive and consultant (CEO, CFO, COO) particular expertise in Finance and business operations - strategic planning, tactical operational implementations, FP&A, Cost Accounting, Advanced Modeling, Board Presentations, Treasury Management, and General Financial Reporting. Responsibilities included multi-facility, multiple business units, international, multi-currency, Investor Relations, M&A, banking relationships, full financial reporting and audits. Expert with ERP systems (Oracle, Vantage, Customizations), Data Mining, Excel Master, Exceptional Coach, Teacher, Mentor, recognizes talent and develops potential in people. Builder of extraordinary teams. Creative and innovative solutions provider and developer. A flexible, adaptable, driver of change
Overview
29
29
years of professional experience
Work History
CEO
Dalorian Corp.
01.2020 - Current
- Company Overview: Outsourcing and Development company specializing in technology development and process engineering
- Personally, serving as contracted / outsourced - COO for Pro Floors (2019-Present), as CFO IT Convergence (2018-2023), and several smaller short term contracts as CFO or consultant for Contractors
- Successfully completed sell side contract for sale of $60m IT company
- Manage outsourced and consulting activities for specific functions and whole departments within Customers
- Developer of Aida Software and Aida Field Services end to end full cycle ERP applications
- Recruit, develop, and train employees and teams for clients to increase capacity, effectiveness, and efficiency
- Contract with companies to fix, improve, scale departments or processes
- Implement technology solutions at customers to vastly improve productivity, reduce training requirements, and reduce headcount
CEO
Q Associates, Inc.
01.2015 - 01.2021
- Company Overview: Delivering unorthodox solutions in outsourcing, staffing, and consulting, focusing on Silicon Valley and Northern CA
- Personally, serving as CFO for 3 separate companies (ITC (TX), JEI (CA), ACS (OR)), consulting for clients on business strategy, implementations, and organizational development
- Manage outsourced and consulting activities for specific functions and whole departments
- Develop strategic roadmaps for clients and implement for varying purposes such as organic growth, lean operations, staging for financing or M&A, expansion to multiple locations, company turnarounds, or system overhauls
- Recruit, develop, and train employees and teams for clients to increase capacity, effectiveness, and efficiency
- Example: 9 person accounting department transformed to 4, achieving higher productivity
CFO
IT Convergence, Inc.
01.2009 - 01.2015
- Company Overview: Multiple Business Units, International Accounting & Finance, Multi-currency/Treasury, Cloud Networking, Hosting, Managed Services, IT Consulting, Oracle Consulting, Development Services
- Direct Management of Finance, HR, IT, Legal, Project Accounting
- Successfully orchestrated reorganization of Finance, Project Accounting, Human Resources, IT, and Legal from centralized to global regional footprint saving 32% in costs while increasing bandwidth and capacity ranging from 25% to over 90% in terms of capacity, effectiveness and/or cost savings
- Originated financing to facilitate company growth of 19% in 2013, 51% growth in 2012, 24% growth in 2011, 19% growth in 2010
- Executive Team member responsible for strategic direction of company and driving initiatives to completion
- Improved AR, reducing past due AR by over $1m on a run rate basis attaining goal of less than 2% over 60 days past due
- Increased credit lines of company by 30% operating, 29% for local, and added over $9.5m in lease lines
- Improved cash turns by 2 times in 6 months, reduced DSO from 50 to 36 with average terms of 34.5
- Successfully absorbed newly created business units and startup operations in India, Brazil, and Costa Rica
- Dramatically increased companywide information/reporting systems, established KPI's for staff and management to drive key metrics and allow management to navigate
- Successfully and accurately forecast business and economic cycles, both macro and micro, to direct company to necessary action months ahead of actual events related to cash flow and profitability
- Managed due diligence for investment opportunities and M&A activities
- Successfully completed 2 transactions
CFO/Controller
Floormasters Inc.
01.2008 - 01.2009
- Responsible for development and organization of Accounting, Finance, HR, IT, and Operations
- Reduced past due receivables from $998k (250 accounts) to $75k (43 accounts) in 5 months
- Improved daily batch processing of orders from collective 20 hours per day to 8 hours per day for customer service group by leveraging technology
- Developed and documented internal process, procedures, and controls to centralize accounting, purchasing, and customer service to enable opening multiple facilities
- Implemented ADP-PEO, Project Manager for IT hardware/software infrastructure upgrades including design of custom web applications for process improvement
- Increased processing of high volume billing by 50% from 8 hours collectively to 2 hours in accounting by designing custom add-ons to the ERP system and adjusting work flow
- Senior Manager part of team responsible for overall strategy development & deployment
Controller & Operations Sr. Mgr
Glacier Bay (Manufacturing)
01.2007 - 01.2008
- Develop Venture Capital start-up manufacturer from ground up in operations, production, and finance
- Hi-Tech Manufacturing – green power systems, electric power generation, heating, and cooling equipment
- Designed and implemented sale order process from point of sale to shipment
- Project Manager for ADP implementation and Kaizen projects for Accounting/Finance and inventory over-haul, key contributor for Kaizen projects in manufacturing
- Created cost accounting system production for multi-tiered BOM structure and cost models for R&D Engineers
- Consolidated inventories by linking BOMs to cross-over part reduced inventory carrying costs by 17%
- Senior Manager part of team responsible for overall strategy development & deployment
Controller & Operations Sr. Mgr
Compass Components (Mfg)
01.2002 - 01.2007
- Achieved 50%+ increase in production scheduling efficiency by creating Queries and macros to produce detailed production schedules and analysis (6 hours to 3 hours)
- Increased the month end process from 7 days to 3 day close, multi-facility, multi-divisional by training staff, improving process, and defining requirements
- Develop Advanced Modeling for variety of scenarios, revenue streams, and cost structures
- Initiated programs to leverage ERP system, developing information and reporting capabilities for administration resulting in time savings, efficiency and accuracy of between 20% and 60% based on the process application
- Design & Manage all aspects of Financial Statements, Budgets, Forecasts, Reporting and Cost Accounting
- Responsible for all aspects of Accounting, Production Control, Customer Service, Finance, Payroll, and HR
President/ CEO
Business Service (Mfg Consulting Group)
01.1998 - 01.2002
- Manufacturing Consulting Group providing solutions to manufacturing, consulting and staffing companies
- Acting Controller & Operations Manager for Oz Tech, a manf
- Of interconnect equipment developed accounting and finance function, project manager for JDEdwards ERP system implementation
- Acting Controller & Operations Manager for Cerprobe a manufacturer of test equipment, during acquisition process managed divisional departments including accounting, finance, HR, materials management
- Controller for IPEX, project manager for Peoplesoft implementation
- Analyst & Operations Consultant, Hall Kinion, used Excel and Peoplesoft to reduce labor cost by 30%
- Controller for Manpower Corporate, full P&L and General Accounting, implemented process improvements using Queries, Excel macros and Access to consolidate 15 locations in financials
- Project Manager / Lead for 3 implementations of JD Edwards, Vantage (Epicor), and Oracle
- Develop databases, production flows, supply chain, accounting systems, full costing systems, reporting and infrastructure for industries including manufacturing, software, web design, staffing, and construction
Director of Finance & Administration
Oz Technologies (Mfg)
01.1996 - 01.1998
- Developed full accounting system including analysis and departmental reporting structure
- Streamlined operations in production, increasing efficiency and reducing headcount
- Developed Financial Models for R&D, new products, including ongoing in depth analysis
- Organized, staffed, and developed Human Resources, Accounting, Facilities, Materials, Shipping/Receiving, Safety, and administrative support staffing for manufacturing facilities
Education
MBA - Finance
Golden Gate University
BA - Finance
University of Phoenix
AS - Accounting
West Valley College
Skills
- Data Mining & Modeling
- Inspirational Leadership
- Innovate Technology Applications
- Applications & Database Designer
- Accelerate Talent
- Process improvement
- Project management
- Finding & Applying Leverage
Timeline
CEO
Dalorian Corp.
01.2020 - Current
CEO
Q Associates, Inc.
01.2015 - 01.2021
CFO
IT Convergence, Inc.
01.2009 - 01.2015
CFO/Controller
Floormasters Inc.
01.2008 - 01.2009
Controller & Operations Sr. Mgr
Glacier Bay (Manufacturing)
01.2007 - 01.2008
Controller & Operations Sr. Mgr
Compass Components (Mfg)
01.2002 - 01.2007
President/ CEO
Business Service (Mfg Consulting Group)
01.1998 - 01.2002
Director of Finance & Administration
Oz Technologies (Mfg)
01.1996 - 01.1998
AS - Accounting
West Valley College
MBA - Finance
Golden Gate University
BA - Finance
University of Phoenix