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I am a mid-career professional and CPA Candidate (have passed all four sections of the CPA Exam in 2009) seeking to transition from the volatile technology & financial services industries into the field of accounting. I seek permanent or seasonal employment with a CPA Firm in the San Francisco Bay Area. My industry experience includes strategic & financial planning roles, including the reporting of key operating and financial metrics to executive-level management in a $1+ Billion publicly held technology company. Earlier I served in sales & marketing roles and have extensive revenue generation & forecasting experience, meeting aggressive revenue growth objectives (411% in three years) in a public technology company. This operational experience makes me well suited for audit and consulting engagements.
My investment & tax-related experience includes the CFA (Chartered Financial Analyst) Charter, service as a General Securities & Registered Options Principal for a major broker/dealer (I previously held NASD/FINRA Series 4, 7, 24, 63 & 65 Licenses), and work as a Registered Investment Advisor Representative. Recently I registered as a CRTP (CTEC Registered Tax Preparer) leveraging a number of years experience filing my personal tax returns, including 1040, Schedules A - E, K1, 1120S & CA540. As a seasoned investor I have over two decades experience in managing portfolio investments including equities, fixed income, derivatives, and real estate holdings. These experiences make me well suited for personal financial planning roles.
Please find my resume below for your consideration. Employment inquiries and/or referrals are appreciated.
Peter Gaylord, MBA, CFA
San Francisco, CA
(415) 971-7529
pgsfca@gmail.com
EXECUTIVE SUMMARY
MBA and CFA (Chartered Financial Analyst) Charter Holder. Passed all four sections of the CPA exam. Completed California 60 Hour Tax Education Course. CRTP (CTEC Registered Tax Preparer). Investing experience and tax return preparation, including 1040, Schedules A – E, K1, 1120S & CA540. Comprehensive technology & financial services experience in strategic & financial planning, sales, sales operations & marketing. Reported financial & operating information to executive-level management in a $1+ Billion public technology company. General Securities & Registered Options Principal for a major broker/dealer. Registered Investment Advisor Representative. Previously held NASD (now FINRA) Series 4, 7, 24, 63 & 65 Securities Licenses.
EXPERIENCE
Accountants International, Burlingame, CA 2009
Senior Financial Analyst (Temporary Position); Eidos Interactive, Redwood City, CA
Analyzed revenues, expenses and accounting issues for this Top 10 video game publisher.
* Revenue forecast through retailers & partners including Wal-Mart, Best Buy, Target, GameStop, Toys R Us & Warner Bros.
* Examined $5 Million in employee benefit costs. Outlined potential changes in PTO accruals, employee health insurance contributions & 401K match to reduce benefits cost by 10 pts.
* Examined information technology budget. Recommended changes to reduce telecom & mobile communications expenses.
* Examined employee staff expenses for food, drinks, events, health club & related perks.
* Identified GAAP & internal control issues.
* Produced audit evidence assessing trends related to revenue recognition & reserves.
* Analyzed sales decay curves & marketing campaign spending against total lifetime product revenues.
Tora Trading Services, San Francisco, CA 2008 - 2009
Project Manager (Consultant)
Supervised a systems integration project involving Salesforce.com (SFDC), Sybase, NetCharts Reporting Suite, and an internal billing system. Developed dashboards using NetCharts On-Demand and trained sales representatives in the use of Salesforce.com (SFDC). Implemented systems to present billing information & forward-looking forecasts to sales reps.
* Managed a Bucharest, Romania based developer to implement a systems integration project.
* Managed an internal analyst to implement clean up of a Salesforce.com (SFDC) database.
* Provisioned server and database resources based in Tokyo data center.
* Conducted needs analysis with internal staff in San Francisco, Tokyo, Hong Kong, and Cluj, Romania. Visited all offices.
* Evaluated technology alternatives including CRM, system integration, integration appliances & B.I. business intelligence.
* Negotiated an upgrade from Salesforce.com (SFDC) Professional Edition to Enterprise Edition. Obtained major discount.
* Salesforce.com (SFDC) administration. Redesigned page layouts & workflows. Trained sales representatives.
* Built dashboards evaluating sales pipeline, billing information, support & key business operating metrics.
Electronic Arts, Redwood City, CA 2007 – 2008
Senior Financial Analyst (Temporary Position)
Analyzed a $150 Million budget for a 500 member team of programmers, artists, audio, video and technical staff.
* Produced product Profit & Loss statements.
* Examined staffing of project teams. Reconciled variances between Human Resources and Financial systems and plan vs. current and previous estimates.
* Used Excel, Hyperion Essbase, Clarity Performance Management, dashboards and other tools to report on operating expenses and capital expenditures.
* Examined variances in payrolls, bonuses, 401K deductions, SG&A and corporate credit card expenditures.
* Generated ad-hoc queries of product unit shipments and revenues using Hyperion Essbase.
* Calculated accruals for expenses up to $10 Million. Made adjusting & closing entries in accounting system.
Pillar Data Systems, San Jose, CA 2005 – 2007
Strategic Planning Analyst
Conducted strategic planning. Assessed sales & marketing performance.
* Competitive, financial & industry analysis. Reviewed earnings & SEC filings.
* Analyzed sales quota requirements for field sales reps to drive defined revenue goals.
* Assessed sales pipeline, sales strategy, customer segmentation & revenues. Estimated total available market (TAM) for storage hardware, software, and services by vertical market, storage tier, and company size.
* Assessed potential of enterprise, commercial & SMB segments.
* Examined potential acquisition targets, assessed macro-economic environment & impact on business.
* Analyzed the adoption of a subscription-pricing model.
* Assessed top storage applications. Segmented TAM for primary data, data replication & archive solutions.
* Conducted primary & secondary research. Recommended strategies for continued growth.
Peter Gaylord Services, Inc. San Francisco, CA & Austin, TX 2001 – 2005
Independent Consultant
* Macrovision * Identified a target market of 4,000 companies for copy protection technology used with online software distribution. Researched trends in the music industry for DRM (Digital Rights Management) technologies.
* Leading investment banks * Produced research reports used by several leading sell-side research analysts.
* Alegria Capital Finance * Loan origination for commercial real estate projects, financial modeling, outlined client projects for presentation to commercial lenders.
* Efficient Market Advisors, LLC * Made sales calls to financial intermediaries.
* Dell, Inc. * SMB Sales. Sold desktops, notebooks, workstations, software & peripherals, servers, storage & switches. Sold support, loans and leases in conjunction with system sales. Averaged 110 inbound calls & 35 closed deals per week.
* Personal Business/Investment * Managed all aspects of S Corp operations, including TX & CA corporate filings, legal issues, accounting, tax returns, payroll (FICA, FUTA, SDI, EDD U.I.) and Board Minutes. Managed income property, tenant relations, maintenance, leasing agent, property taxes, accounting, tax reporting & planning.
Netapp, Inc. * Sunnyvale, CA
Strategic Planning Analyst 2000 – 2001
Provided strategic planning counsel to Sr. VP of Marketing & Executive Staff of a $1+ Billion computer storage systems vendor.
* Forecasted revenue, assessed potential of vertical markets, analyzed and reported key business metrics.
* Modeled key industry revenue drivers to develop long-term revenue forecasts.
* Conducted competitive research, analyzed pricing & profitability of existing and potential products/services.
* Identified the potential for networking, software subscription and services.
Marketing Program Manager 1995 - 1998
Managed sales lead generation & software marketing programs.
* Key role in delivering a 411% revenue increase from $45MM to $230MM.
* Determined Marketing Program ROI. Reduced cost per lead to 22% of the industry average.
* Online campaigns resulting in software downloads from 119 countries and over 6,000 sales leads.
* Forecasted revenues and product shipments. Modeled marketing spend to revenue relationship. Marketing research.
E*TRADE Securities, Menlo Park, CA 1998 – 2000
Marketing Manager
Managed a Madison Avenue Agency generating over 500,000 new accounts. General Securities and Registered Options Principal.
EDUCATION & LICENSES
CFA (Chartered Financial Analyst) charter holder. CFA Institute
CPA Exam. Passed all four sections: AUD (87); BEC (84); FAR (86); REG (79).
Certificate in Finance. U.C. Berkeley Extension, Berkeley, CA. GPA: 3.55/4.0. Graduated with Distinction.
MBA. Michigan State University, East Lansing, MI. GPA: 3.84/4.0. Beta Gamma Sigma. Top 5% of class.
BA. Hope College, Holland, MI. Major: Political Science. Dean's List, Junior and Senior Years.
NASD (now FINRA) Series 4, 7, 24, 63 & 65. Previously held securities licenses now expired.
CRTP (CTEC Registered Tax Preparer)
OTHER INFO
Member - CFA Institute, CFA Society of San Francisco, California Society of CPAs & Mensa.
Experienced with Excel, Word, PowerPoint, Outlook, Hyperion Essbase, Business Objects & Oracle Discoverer.
Salesforce.com (SFDC) Administration. Completed SFDC ADM 201 Administration Essentials Course.
Extensive travel to over 30 nations on four continents. Functional ability in French.
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