Jesse Slater

CPA firm: Tax and Accounting, Strategic Consulting-including business plan and sales strategy development. Advises new businesses on formation of corporations and business structures, drafting privacy policies and structuring commercial transactions.

Managed a staff of five for preparation of monthly financial statements and variance analysis. Worked with internal and external auditors to document procedures including Sarbanes Oxley compliance. Power user of Excel, Word, Outlook, JD Edwards, ScheduAll, GL Company, Cognos, and Hyperion. Implemented new automated allocation scheme and streamlined quarterly reporting to corporate headquarters.

Critical filing of unrecorded sales tax returns for manufacturer of material handling equipment. Resolved two audits in progress. Successfully negotiated waiver of penalties. Claimed refunds of Canadian taxes. Supervised four person accounting department. Coordinated the activities in emergency financial reporting to meet a California regulatory deadline after two sudden departures.

Built banking relationship for manufacturer of molded plastic products as senior financial executive for closely-held S corporation with audited financial statements. Negotiated purchase of new facilities including financing and tax-free sale of old facilities. Implemented Enterprise Resource Planning (ERP) software including Materials Resource Planning (MRP); sales increased from MM to MM. International purchasing from Chinese manufacturers for raw materials, sub-assemblies, and finished goods. Negotiated