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BRIAN T. BERRY Allen, TX 75002 972-835-2011 [email protected] SUMMARY OF QUALIFICATIONS Experienced and energetic leader, with expertise in business operations and finance management, providing strategic planning, development, and administration to impact the overall success of an organization. Adaptable to unique and complex problem solving. More than twenty years of experience in all levels and aspects of leadership, business operations, accounting, finance, budgeting, trends and forecasts, revenue collections, debt and treasury management, financial analysis, internal auditing, strategic planning, process improvement and efficiency, and program implementation. Strong skills in organizational restructuring, building client relations, human resources management, information systems technology. Fluent in Spanish. SPECIFIC EXPERIENCE Chief Financial Officer; Complete Pharmacy Care, Rowlett, TX April 2012 to May 2016 Key member of the Executive Management Team, reporting directly to the Chief Executive Officer and majority owner of family owned business. Responsible for all aspects of accounting and finance, logistics, inventory, human resources, and information technology. Worked with CEO to establish new pharmaceutical contracts, increasing profitability through off-invoice discounts and monthly rebates. Restructured and refinanced $7.6 Million in debt services, which reduced rates, extended terms, and provided operating capital. Increased profitability by aggressively identifying margin opportunities and reducing operating expenses. Managed relationship with IT firm, and led the planning and coordination of successful migration of all information systems to the cloud. Managed relationship with PEO firm and directed all activity related to human resources, employee benefits, and payroll. Investigated suspected fraudulent financial activity, and compiled evidence that resulted in the federal conviction of a former employee. General Manager, Finance and Operations; The Fortress Company, Richardson, TX June 2006 to April 2012 Key member of the Executive Management Team, reporting directly to the President of the company. Responsible for all aspects of operations, accounting and finance, customer service, warehouse, inventory, supply chain management, human resources, and information technology. Within the first six months with Fortress, identified discrepancies within accounting, inventory, and purchase transactions, and produced evidence that resulted in the discovery of approximately $500,000 in previously undetected loss. Worked with the company President to restructure the organization, creating two distinct product divisional profit centers.

Brian Berry Resume FinOps with Rec Letter

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Page 1: Brian Berry Resume FinOps with Rec Letter

BRIAN T. BERRY Allen, TX 75002972-835-2011 [email protected]

SUMMARY OF QUALIFICATIONS

Experienced and energetic leader, with expertise in business operations and finance management, providing strategic planning, development, and administration to impact the overall success of an organization. Adaptable to unique and complex problem solving.

More than twenty years of experience in all levels and aspects of leadership, business operations, accounting, finance, budgeting, trends and forecasts, revenue collections, debt and treasury management, financial analysis, internal auditing, strategic planning, process improvement and efficiency, and program implementation. Strong skills in organizational restructuring, building client relations, human resources management, information systems technology. Fluent in Spanish.

SPECIFIC EXPERIENCE

Chief Financial Officer; Complete Pharmacy Care, Rowlett, TX April 2012 to May 2016 • Key member of the Executive Management Team, reporting directly to the Chief Executive Officer and

majority owner of family owned business. • Responsible for all aspects of accounting and finance, logistics, inventory, human resources, and

information technology. • Worked with CEO to establish new pharmaceutical contracts, increasing profitability through off-invoice

discounts and monthly rebates. • Restructured and refinanced $7.6 Million in debt services, which reduced rates, extended terms, and

provided operating capital. • Increased profitability by aggressively identifying margin opportunities and reducing operating expenses.• Managed relationship with IT firm, and led the planning and coordination of successful migration of all

information systems to the cloud.• Managed relationship with PEO firm and directed all activity related to human resources, employee

benefits, and payroll.• Investigated suspected fraudulent financial activity, and compiled evidence that resulted in the federal

conviction of a former employee.

General Manager, Finance and Operations; The Fortress Company, Richardson, TX June 2006 to April 2012 • Key member of the Executive Management Team, reporting directly to the President of the company.• Responsible for all aspects of operations, accounting and finance, customer service, warehouse,

inventory, supply chain management, human resources, and information technology.• Within the first six months with Fortress, identified discrepancies within accounting, inventory, and

purchase transactions, and produced evidence that resulted in the discovery of approximately $500,000in previously undetected loss.

• Worked with the company President to restructure the organization, creating two distinct productdivisional profit centers.

Page 2: Brian Berry Resume FinOps with Rec Letter

Administrative Services Manager, Chief Financial Officer, Deputy General Manager, District Treasurer; Murrieta County Water District, Murrieta, CA May 2001 to November 2005 • Assumed a major role in overall strategic management of municipal operations. • Responsible for all aspects of administration, finance, human resources, and information technology for

the Murrieta County Water District, three Community Facilities Districts, and the Murrieta Public Finance Authority.

• Developed and implemented a fund accounting system, in accordance with the Governmental Accounting Standards Board, including departmental procedures and internal controls.

• Managed the district treasury, municipal bonds, and investment portfolio, including strategic planning and analysis, and advised the Board of Directors on financial strategies and execution.

• Prepared the annual municipal and special district budgets and established annual tax levies. • Maintained direct supervision of four department employees and general supervision of all district

employees as the Deputy General Manager. • Key contributor in the planning and transition of the successful merger into a larger district. Controller; Vapor Extraction Technology, Inc., San Clemente, CA December 1997 to May 2001 • Responsible for all aspects of accounting and operations, including preparation of financial statements

for corporate income tax filing. • Designed and implemented a new accounting system, including installation and data conversion. • Preparation of sales and use tax returns, property tax returns, and waivers and lien releases. • Performed functions as Management Information Systems Manager and Network Administrator. MILITARY SERVICE Avionics/Aviation Electrical Technician, Lance Corporal United States Marine Corps September 1986 to September 1991 • Traveled the world extensively, including 8 months in the Persian Gulf, troubleshot and repaired all

electrical systems of the CH46E helicopter, served as Air Crew Chief. • Awarded position by Quality Assurance Department as a squadron quality inspector. • Avionics night supervisor for a crew of ten. • Personally designed and was awarded Letter of Commendation by the Secretary of the Navy for

implementing new navigation system into helicopters during the Persian Gulf War (Desert Storm). EDUCATION National University, San Diego, CA MBA Degree: Master of Business Administration (July 2010) BBA Degree: Bachelor of Business Administration (January 2008) University of California Riverside, University Extension, Riverside, CA Certificate: Accounting for Governmental and Nonprofit Organizations PROFESSIONAL ASSOCIATIONS Vistage International, Key Executive Group Member

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