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KURT W.

ELTZ, CPA, MBA


Laguna Niguel, CA 92677 Tel. (949) 285-2350 eltzku@yahoo.com
Senior Finance Executive with extensive international experience managing Fortune 500, private equity-, and venture capital-backed companies. Expand margins, scale companies, and mitigate risk through financial planning, business analysis, mergers and acquisitions, capital raising, and process improvement.

PROFESSIONAL EXPERIENCE UST GLOBAL, Global Controller, Aliso Viejo, CA 2007 2013 Global Information Technology and Business Process Outsourcing (BPO mortgage processing) company, with over 11,000 employees, providing IT services to Global 1000 companies and public sector clients. Operations spanned 16 countries across North America, Europe, Asia, and Latin America. Developed, coached, and mentored a large, international finance and accounting team (primarily located in India), and scaled financial systems designed to take a $100 million company to over $1 billion in revenue. Corporate Finance Budgeting and Financial Planning: Increased profit margins by 3% through transparency, focused execution, and accountability. Actions taken: 1. Derived companys matrix reporting structure, project accounting system, and profit lever metrics. 2. Implemented ERP, budgeting, CRM, and business intelligence software. Drove multi-level budgets. 3. Designed weekly KPI dashboards and scorecards, gaining financial and operational transparency. Capital Raising: Secured $80 million bank financing for expansion and working capital needs. Treasury Management: Managed international cash and credit ratings through periods of severe cash austerity. Managed banking relationships and debt covenants. Oversaw foreign exchange hedging. Accounting & Compliance Financial Reporting: Reduced the monthly close time by 60%. Derived stakeholder reporting packages. Tax Planning: Restructured global entities for greater tax-efficiency. Designed transfer pricing arrangements. IPO Readiness / Governance, Risk, and Compliance: Implemented Sarbanes-Oxley (SOX), internal audit, and SAS 70/SOC 1 reporting. Oversaw stock option accounting and administration. M&A / New Business M&A: Conducted identification, due diligence, and valuation of acquisition targets. Business Modeling: Performed deal shaping and new business modeling, including a joint venture with a Fortune 50 company to offer a SaaS/IaaS software targeting the health insurance industry. Public Sector: Paved the way for the company to enter US public sector sales. Brought in top public sector advisors and sales personnel. Implemented CAS/FAR compliance, to DCAA standards. Information Systems Selected, implemented, and integrated the following IT systems: PeopleSoft Financials & HCM SAP-SuccessFactors HCM SAP-Travel Salesforce.com (CRM) Kronos (timekeeping) Cognos (budgeting, business intelligence [BI]) RSA Archer eGRC (SOX 404, internal audit) Board of Directors Global Compliance: Ensured all global entities held board meetings and executed secretarial duties. Treasurer: Served as Treasurer of US entity.

Kurt W. Eltz

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MERCER HR SERVICES (A MARSH & McLENNAN CO.) US Financial Controller, Norwood, MA/Deerfield, IL 2005 - 2006 Directed the financial reporting, planning, and accounting functions for this $250 million (revenue) defined benefit plan administrator and BPO segment of Mercer. Conducted regular financial reviews with company executives and operations managers. Oversaw 18 team members. The team was responsible for budgeting, accounting, analysis, tax, operations audits (SAS 70), and internal controls. Operated on Oracle Financials. ACCENTURE North American Financial Controller, ACCENTURE HR SERVICES, Chicago, IL 2003 2005 Senior Financial Analyst, SOFTWARE PRODUCTS, Northbrook, IL (Sold to PeopleSoft) 1995 - 1996 Directed the financial reporting, planning and accounting functions for this $180 million Business Process Outsourcing (BPO) segment of Accenture. Oversaw six team members and service center personnel. Managed the successful Sarbanes-Oxley 404 (SOX) implementation initiative. Managed the introduction of government contract accounting standards. Compliance allowed for proper FAR/CAS disclosures to the DCAA and facilitated additional, multi-million dollar, public sector sales. Instituted changes in the company's benefits structure that produced first-year savings of over $1.2 million. ADECCO/SPRING GROUP USA, Controller, Chicago, IL (US business discontinued) 2001 - 2003 Reported financial and operating results for the US operation of this major UK-based IT staffing and software (BPO) company. Managed all accounting, audit, and tax matters. Met with a soft IT staffing market (post 9/11), recommended discontinuing the organic entrance to the US market. The US business was discontinued. RANDSTAD/SFN GROUP, INC., IT CONSULTING DIVISION Operations Controller, Oak Brook, IL 1996 - 2000 Coordinated financial planning for Spherion's multi-national Information Technology division, which grew from $200 million to $750 million in revenue. Performed post-acquisition integration activities on Norrell, an acquisition that doubled the business size. Spearheaded an internally developed, client-server budget application, replacing a cumbersome spreadsheet approach. The budgeting timeframe was reduced by 50%. Reduced annual commission costs by $1 million. Oversaw the incentive process for over 500 employees. BELL & HOWELL COMPANY, Senior Financial Analyst, Lincolnwood, IL Prepared financial statements and operational reports for a $70 million manufacturing division. 1993 - 1995

HAMILTON SUNDSTRAND (A UNITED TECHNOLOGIES CO.) Senior Financial Analyst, Rockford, IL 1988 - 1993 $1.5 billion aerospace company, providing aircraft systems to commercial clients and military contractors. Plant Site Finance: Cost accounting. Lean-production/Kaizen. Inventory management. Bid & Proposal, Engineering Finance: Client bid models. Product development. R&D tax credits.

EDUCATION
Master of Business Administration, August 1988 University of Wisconsin - Madison Major: Finance, Investment, and Banking Bachelor of Business Administration, May 1987 University of Wisconsin - Madison Major: Finance, Investment, and Banking Continuing Education Program, December 1995 Northwestern University Certificate in Accounting Certified Public Accountant Passed exam, May 1998 (Top 10%, nationally)

Kurt W. Eltz

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