VIEWS: 155 PAGES: 3 CATEGORY: Resumes POSTED ON: 8/13/2012
Ann Bennett has 20 years of experience as an executive leader and director who develops and executes winning strategies and inspires teams to embrace change to achieve corporate missions. Ann is is also an experienced planner, leader and specialist in identifying and capturing business opportunities.
ANN C. BENNETT, CPA, Certified Information Technology Professional (CITP) Certified in Financial Forensics (CFF) Denver, CO 80206 303.324.1388 email@example.com WWW.kbaassociatesinc.com www.linkedin.com//in/anncbennett www.twitter.com/anncbenn1 EXECUTIVE PROFILE Executive leader who develops and executes winning strategies Strategic Operations and inspires teams to embrace change to achieve corporate CFO missions. 20+ years of leadership with top firms including Business and Partnership PricewaterhouseCoopers (PWC) and Deloitte & Touche developing strong client relationships. Entrepreneurial – minded with Development consistent successes in starting, building profitable and valued Organizational Growth & companies. Founder of three Companies with sales to PWC and Profitability industry providing investors a huge financial gain and significant Mergers & Acquisitions career path for the employees. Experienced planner, leader and implementation specialist in identifying and capturing business opportunities. Expert in positioning companies for next level of growth or Financial & Tax Systems potential sale. Development Risk and Forensic Financial Career Highlights Analysis Demonstrated combined technological and business knowledge Marketing and Sales that pioneered an IT tax and compliance solution for partnerships, optimization ETFs, REITS providing an identifiable technological reporting edge and measurable cost savings in millions of dollars. Demonstrated superb situation management skills to overcome the challenges and produce positive results under difficult circumstances in planning and implementation with clients and employees. EXPERIENCE & ACHIEVEMENTS KBA & ASSOCIATES INC., Denver, CO 2004 to Present CEO and Director: Selected business consulting engagements providing client needed solutions. Acquisition. Identified and presented financial and planning considerations for the seller resulting in a successful buyout by a NYSE listed uranium company of an Australian uranium company. Partner Buyout. Structured and mediated the financial buyout of a partner in a manufacturing and assembly components LLC. Defined cost savings and tax planning, investment and retirement strategies and cash management for remaining partners. Forensic Audit. Reviewed Financial Statements, Legal Contracts and Security Offering documents for a $500 million commercial real estate lender in bankruptcy, and finalized 22 issues to be considered in potential litigation. Forensic Audit and Mediation Testimony. Conducted a forensic review of financial records of single owner with multiple LLC’s discovering material tax avoidance. Quantified and identified the material dollar amount, tax issues and document flow to be used by responsible authorities. Testified as expert in mediation. IT Systems Development. Advised KPMG during development of a tax and financial processing system for exchange traded direct investments. Advised a team of overseas and US programmers in software functionality, audit trails, tested the prototype, wrote selected documentation, and provided sales strategic ideas. Reprocessed prior ETF K-1 tax processing in one month providing client with identifiable future cost savings and enhanced investor information. Cost Reduction and Increased Profitability. Preformed CFO service for emerging companies including GAAP financial statements, tax planning, improving controls and analysis a key to improving bottom-line performance. Financial Planning. Provided tactical planning of tax consequences and strategies of investments for asset diversification for income and retirement for clients. PRICEWATERHOUSECOOPERS (PWC) LLP, Denver, Dallas 1999 to 2004 Director Tax: Negotiated the sale of AIS (below) to PWC, and led the integration of the 100-employee AIS group and 30+ clients into PWC publicly-traded partnership department. Steered marketing and sales for PWC’s newly-acquired AIS software. Educated PWC on recognizing the opportunities the new system afforded, and equipped the team to be sales specialists with the new acquisition. Directed the transition of AIS clients into PWC clients. Directed IT continued development of web-based advancements to significantly reduce client's compliance costs and provide online information for the client's investors. Transition implementation. Collaborated between PWC group and AIS employees, newly hired by PWC, to accelerate the transition and drive higher levels of performance for the coming tax reporting season. APPLIED INFORMATION SOLUTIONS INC. (AIS), Denver, CO 1986 to 1999 CEO & Founder: Guided the launch and development of AIS and raised the needed private placement funds. AIS developed the only PC-based partnership(LP) tax and investor management software system. As the internet developed, the system used green technology for a web-deployed investor tax reporting package and client tax groups. The AIS solution saved clients significant dollars in some cases millions. Ultimately negotiated the highly lucrative sale of AIS to PWC providing 1,000% return on investor funds. Startup & Growth Strategy. Defined capital needs, sold the private placement, outlined clients pricing structure, structured contracts, CFO, managed banking relationships and directed tax and accounting activities. Productivity. Established and maintained a collaborative environment among the technical disciplines to develop and deliver high value software and client tax K1 processing. Sales. Sold solutions to firms LP’s including Merrill Lynch, Drexel, Denials’ Cables LP, Alliance Capital, PNC Bank and Freeport McMoRan the AIS solution, which offered greater flexibility, comprehensive investor data analysis, audit trails, and on line investor inquiry. Relationship Marketing Development. Forged a sales and marketing partnership with Ernst & Young (E&Y) and Arthur Andersen to provide the AIS solution to process MLP/PTPs, UPREITS and other securities, for a competitive edge over Coopers and Price Waterhouse. Prior experience includes Consulting Director at Coopers & Lybrand, Vice President of a Data Center for Energy Companies' information processing, Founder and CFO of a Detroit/Denver commercial mechanical contracting company and Audit Supervisor at Deloitte & Touche, Detroit. EDUCATION BACHELOR OF ARTS, ACCOUNTING, Michigan State University Beta Alpha Psi Honorary DESIGNATION Certified Public Accountant (CPA), Certified in Financial Forensics (CFF), Certified Information Technology Professional (CITP) LICENSES Certified Public Accounting and Real Estate Employing Broker License AFFILIATIONS Colorado Society CPAs | American Institute of Certified Public Accounts | Colorado Bar Association Member AICPA Forensic/Valuation Services, Information Technology Services, and Tax Sections
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