Lee Ann James

• Consultants for public and private entities in CFO and CEO advisory positions
• Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
• Consult on restructuring, transformation, and developing employee assets and records within industries like chemical, electrical, aerospace, gas, luxury manufacturing, SaaS, fiber and telephone, R&D and start ups with SBIR contracts, and contracted services
• Formulated and executed strategic initiatives to improve product offerings.
• Developed innovative sales and marketing strategies to facilitate business expansion.
• Assignments include capital fundraising, covenant negotiations and compliances, due diligence, broker relationships for investors, formation of financial and forecasting tools, compliance remediation and tax nexus evaluations, engineering policies, and SOP, and structuring the organization according to GAAP, GAAS, and IFRS standards

• Founder
• Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
• Spearheaded the implementation of a new financial reporting system, resulting in more accurate and timely data for decision-making purposes.
• Enhanced cash flow management through the development of robust forecasting models, ensuring optimal liquidity for business operations.
• Presented financial results to board members and investors during quarterly meetings, maintaining transparency in communication regarding company performance.
• Industries included luxury brand manufacturing, SaaS, midstream oil and gas.

• Established and managed complete ownership of all financials, reporting, auditing, and compliance for a private chemical manufacturing company
• Creator of business plans, cash and risk management and forecasting models, and financial package including all processes to contribute to reports validity
• Vetting for acquisitions and administering the plan to secure 5% of revenue by appending its inventory
• I performed operational functions with full responsibility for purchasing human resources, IT, and HSE, as well as interim transportation and logistics for HAZMAT tankers and rail equipment
• Represented the company in all legal matters including partnerships, contract negotiations, and conflict resolutions
• Debt reduction by more than 50%
• Retained Earnings increased 8 folds in 1 year
• EBITDA increased more than 300%
• Net Income Increased 9.25-fold in 1 year
• DataCor Systems Implementation
• Relieved all personal guarantees

• Developed economic strategies and forecasting to enhance profitability for an electrical insulator manufacturing private entity and maintain proper liquidity while leveraging tax opportunities
• The USA operations relied on six separate global inter company manufacturing plants reporting to Seves Inc
• In Austria
• Supported the President, BOD and global executive team to ensure effective internal controls are in place to facilitate proper reporting and compliance with GAAP, IFRS and all other regulatory laws for the USA, Canada and Brazil
• Implemented Dynamics (NAV) 365 cloud base ERP with Web-Based EDI for 3PLS
• Transferred Pricing and tax planning
• Reduced VAT liability in three EU countries
• Royalty and Management fees planning
• Entity structure planning
• Due diligences on business units
• Global Financial Reporting to BOD

• Managed all accounting functions for a pipe gasket manufacturer while supporting the plant general manager with analysis and interpretation of complete periodical financial package
• Retained as executive sponsor to lead the steering team for a successful Oracle 11r implementation based on job costing of engineered products from MS Dynamics customized ERP
• Successfully trained senior accountant to fill my obligations as controller where she served for three years

• Promoted from Senior Cost Analyst/SOX Auditor to managed $110M in inventory of a publicly trading entity
• Responsibilities including annual standard cost rolls based on activity and actual purchase price for raw material, annual/cycle counting of physical inventory, material usage variance and purchase price variance analysis and their perspective GL accounts
• Supervised SOX Coordinator and financial interns
• Lead for Oracle 11r upgrade and DataStream MRO system upgrade, both on time and on first pass
• Trained all departmental and operational managers on proper purchasing and receiving processes
• Improved internal SOX testing and compliance processes to promote accountability; achieved 'satisfactory' rating by second testing cycles

• Global drilling fluids manufacturer producing over $30B as a joint venture of Smith International and Schlumberger
• Part of team to upgrade a world-wide Oracle 8i system as a representative for the cost accounting team
• Performed Cost Accounting and General Ledger Accounting functions

• Completed professional development in Controllership
• Awarded Presidential Award for excellence in education

GPA: Cum Laude