ANDREW STEVENS, CPA
816 Webb Avenue • Palo Alto, CA 94301 • (650) 417-2765 • andrew@stevens.com
Accomplished C-Level executive providing strategic business and financial expertise across multiple disciplines, encompassing finance, accounting and administration. Proven ability to facilitate and support organic and external growth in domestic and global venues. Demonstrate broad-based strengths in:
Acquisitions Merger Integration Due Diligence Budgeting Strategic Alliances Treasury Fiscal Control/Policy Development Tax Accounting Tax & Legal Compliance International Banking Organization Building Financial Systems Human Resources Administration Start-ups
CHIEF FINANCIAL OFFICER
EXPERIENCE
PLIONETICS GROUP, INC. (U.S. Bionetics), Austin TX
1991 - 2005
Recruited by the CEO, former employer and principal at Edward Stone CPA, to establish the company’s first Tax Finance department. Played key role in supporting growth of organization from $40M to $1B privately held corporation and subsequent acquisition by, and integration into U.S. Filter, a $3B public company .
CFO, Plionetics Group, Division of U.S. Bionetics Corporation (2000 - 2004) • Liaison to U.S. Bionetics with direct responsibility for directing day-to-day financial planning and management, cash management, budgeting, and management reporting. • Maintained complete responsibility for Finance and Accounting, Counsel, Human Resources, Administrative Services, Information Technology, Marketing Communications, Risk Management, and Corporate Records; direct and indirect responsibility for 150 staff supporting 7000 employees worldwide. • Formalized IT department; spearheaded and oversaw $12M implementation of Oracle Enterprise applications worldwide that enhanced cash flow and significantly reduced operating costs. • Successfully leveraged U.S. Bionetics’ stock and financial strength to grow company from $400M to over $1B through organic growth and acquisitions; conducted due diligence; acquired 14 companies valued between $2 and $80M. • Sitting member of Executive Steering Committee. SVP, Tax, Treasury, and Administration, Plionetics Group (1998 - 2000) AVP, Tax & Treasury, Plionetics Group (1994 - 1998) • Played key role in developing infrastructure and securing talent to support organic growth from $40M to over $400M. • Recruited and built administration and technology organizations, including House Counsel, Human Resources, Administrative Services, Marketing Communications, Risk Management, and Corporate Records. • Direct and indirect management of 90 staff supporting 3000 employees and business operations in 25 states. Latin America, and Europe. • Expanded Tax Department; recruited new Tax Manager and staff to support organization growth. • Managed IPO process that provided national visibility and led to company being acquired by U.S. Filter. • Secured almost $200M in investments and lines of credit through three significant rounds of funding. Tax & Finance Manager (1991 - 1994) • Set up new systems and procedures to facilitate tax planning and management for corporation and principals. • Brought tax preparation in-house and eliminated over $300K of outside tax preparation fees; implemented Compu-tax to automate tax preparation and consolidations (10 states). • Directed major IRS audit that resulted in paying less than 10% of government’s initial assessment. • Liaison between outside counsel and company on all legal issues.
ANDREW STEVENS, CPA
EDWARD STONE AND COMPANY, CPA’s, Palo Alto, CA Silicon Valley Based CPA Firm
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1986 - 1991
Tax Manager (1988 - 1991) • Specialized tax practice providing planning, compliance, research, and tax audit services for high net worth individuals and corporate clients. Audit & Tax • Worked with corporate client base, including Law Firms, Title Companies, Real Estate Partnerships. EDUCATION GOLDEN GATE UNIVERSITY, San Francisco, CA Taxation Masters Program, 1988 - 1990 PACIFIC UNION COLLEGE, Angwin, CA B.S., Business Administration, 1982 - 1986 MEMBERSHIP California Society of CPAs California Board of Accountancy American Institute of CPAs (AICPA)