Thomas J.

Marx West Sacramento, CA 95691

415-205-3865 tjmarx2@gmail.com

www.linkedin.com/in/tomjmarx/

Executive Summary: Accounting Controller Financial Manager High energy results-oriented leader with broad and varied experience in finance and administration, committed to cost-effective management and quality performance. Seeking a position with an organization that is focused on corporate growth and efficiency within a strong team environment.
Core Qualifications: Budget Development Project Management Seasoned Problem Solver Experience Elica Health Centers Chief Financial Officer Temporary Project Systems Implementation Mentoring and Motivating Leader Hands-on Team Worker

Sacramento, CA July 2013 to January 2014

Assisted start-up not for profit FQHC healthcare organization with accounting processes, cash flow monitoring, budgeting, financial statement development and general projects as needed.
Managed Accounting, Human Resources and Administrative staff; developed policies and procedures Redesigned Chart of Accounts to better align account groupings with financial statement format and improve comparative analysis of actual performance to budget. Developed and issued RFP for consideration of employer contributed retirement plan. Reviewed proposals and made recommendations to CEO and Board. Streamlined Financial statement presentation materials for Board of Directors including narrative and financial performance metrics Developed two year financial forecast of operations and cash flow to identify potential shortfalls in cash during implementation of electronic health records. Added focus to cost controls and justification requirement for adding staff that equates to revenue generation. Planned Parenthood: (Shasta Pacific & Golden Gate Affiliates) Concord, CA Chief Financial Officer August 1997 to June 2013 Financial manager of not-for-profit medical services and community education organization, serving 17 counties in Northern California. Direct reporting to CEO and Board of Trustees. Responsible for all financial operations, budget development, medical billing, banking and risk management. Managed budget development and analysis during organization growth from $24 to $45 million, and increasing from 275 to 500 employees in 3 years. Managed preparation of annual audits that consistently resulted in unqualified opinions with no management letter findings. Designed financial reports for Board of Trustees with improved metrics and dashboards for reviewing productivity and medical center performance. Rebuilt Accounting department staff after merger of three affiliates; established duties, deadlines and procedures. Implementation of fund accounting and grant management software, improving cost capture and reporting to Foundations providing grants for projects and general operating functions. Ah Sam Florist & Greenhouse San Mateo, CA Controller May, 1993 to August, 1997 Responsible for all financial and human resource functions for the Bay Area's largest florist operation, managing 4 person Accounting staff. Established internal procedures for accounting and administration of human resources Installed and supervised point of sale software operation. Developed management reports for operational analysis and long range cash forecasts.

San Francisco Giants San Francisco, CA Consultant January, 1993 to May, 1993 Assisted Controller with development of financial reports required by Major League Baseball. Determined how inherited computer system could be used to provide specific financial information needed, including budgets, forecasts, and analytical reports. Built Chart of Accounts in general ledger, loaded new budgets and designed financial statements to meet Major League Baseball standards. Bernies Fine Foods South San Francisco, CA Controller July, 1991 to January, 1993 Responsible for all financial and administrative operations of food manufacturing start-up venture. Managed accounting, customer service, credit/collections, and administrative staffs. Established initial accounting procedures and installed computer systems. Developed financial models, cash forecast, and manufacturing cost standards. Orchestrated complete facilities move from Hayward to South San Francisco. Angus, Inc., dba Jenny Craig Weight Loss Centers San Mateo, CA Controller January, 1989 to July, 1991 Managed accounting and headquarters office personnel for Jenny Craig Weight Loss Centers franchise in Bay Area. Responsible for financial and banking operations, development and maintenance of MIS and office facilities. Installed stand-alone and LAN-based PC systems and implemented accounting, spreadsheet, word processing, and data base software. Hopkins International Berkeley, CA Controller September, 1987 to January, 1989 Responsible for all financial and administrative functions of screen printing equipment manufacturer, including banking, financial reporting, purchasing, collections, personnel, and information systems. Reported directly to president/owner. Implemented use of electronic spreadsheets for cash flow, business plans, and general analysis, improving productivity measurement and timely reporting. Xerox Computer Services South San Francisco, CA Software Consultant June, 1980 to June, 1987 Consulting, project management, installation, training, and ongoing support for customers of software services division. On-site support and instruction on application software; administration and implementation of client hardware and software requirements. Specification, development, and documentation of customized sub-systems for specific customer needs. Glasweld International, Inc. San Francisco and Port Carbon, PA Accounting Manager January, 1975 to May, 1980 Preparation, analysis and reporting of monthly financial results for building materials manufacturer. Management of 15 accounting personnel in Port Carbon and San Francisco. Managed all banking transactions including lines of credit. Development of yearly financial and manufacturing budgets. Responsible for direction and control of yearly physical inventories. Extensive travel.

Software Experience: MS Office, Great Plains, Quick Books, Blackbaud, MAS90, MAPICS, NextGen

Education: LaSalle University - Philadelphia, PA Bachelor of Science in Accounting