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KEITH A. WALLACE, edp.

644 Stanton Drive * Weston, FL 33326-3591


Mobile: 561-306-7210 * kw113131c@westpost.net

SEASONED FINANCIAL AND OPERATIONS EXPERT


SPECIALIZING IN BUILDING SUSTAINABLE INFRASTRUCTURE(S) AND COST CONTROLS FOR PRO
FITABLE GROWTH AT FORTUNE 500 AND START-UP COMPANIES
Senior finance executive with 16+ years international (sleeves up) experience in
producing positive financial results and effective controls, administrative man
agement, and operational improvements to grow startup's, and Fortune 500 subsidi
ary companies. Proven ability to build and administer multimillion-dollar budget
s resulting in double-digit cost savings and profitability improvement ; excelle
nt interpersonal skills to mentor and motivate culturally and geographically div
erse teams, implementation of money saving systems, processes, and infrastructur
es that support continued business growth. A respected leader who excels in driv
ing positive organizational change to achieve business results through effective
collaboration.
* P&L Responsibility * Accounting Systems * Software Revenue Recognition * Softw
are Development Capitalization * Consulting * Facilities Management * Logistics
* Purchasing * Restructuring * Startup & Turnaround Environments * Risk Manageme
nt * Process Improvements * Deployments & Migrations * AP & AR * Internal Corpor
ate Controls and Compliance * Sales Support * Vendor & Client Relations * Client
and Vendor Contract Negotiations * M&A Experience * Employee & Labor Relations
*

PROFESSIONAL EXPERIENCE
DIRECTOR GLOBAL FINANCE & ADMINISTRATION 2006 to 2011
PITNEY BOWES INC., Boca Raton, FL,
Global provider of mail processing equipment and solutions with 33,000 employees
in 130 countries and annual revenue of $5.6 billion
Reported to the Software SBU President: Full responsibility for global Finance a
nd Administration, including Audit, Tax, Legal, Compliance, Facilities, Treasury
, and Payroll, Risk Management, Procurement, Sales Compensation, and HR administ
ration. Built and managed $25 million annual budget; delivered monthly consolida
tion of accounts for corporate reporting; managed seven direct reports based in
the United States and the United Kingdom.
* Played a key role in the pre and post-acquisition of Emtex and successfully in
tegrated international financial and administration operations, which involved t
he transition of more than 150 employees in two countries.
* Implemented financial systems and strategies - including stringent internal co
ntrols, cost saving travel management and expense applications, client system au
dits, and account renewal management processes - to improve 2009 financial resul
ts, as demonstrated by a:
* $7+ million reduction in overall expenses.
* 12% increase in year-over-year annual maintenance revenues.
* Negotiated beneficial terms and continued to manage more than 130 customer and
vendor contracts with a total value of $15+ million.
CORPORATE CONTROLLER 2004 to 2006
Established and effectively managed systems, processes, and procedures necessary
to support U.S. and Canadian startup subsidiaries of U.K.-based Emtex Ltd. Crea
ted an infrastructure capable of supporting anticipated North American business
growth including but not limited to; line item operating and capital budgets, fo
recasts, and required procedures for day-to-day operations; established cost sav
ing vendor relationships. Developed and administered HR policies and procedures,
established and administered a full line of benefits. Managed three direct repo
rts and a $20 million annual budget with offices in Texas, California and Florid
a (U.S. Headquarters).
* Developed deferred revenue accounting, annual billing, and compliance tracking
systems to support software license revenue of $5 million (growing to $12 milli
on) while ensuring compliance with U.S. GAAP and U.K. corporate reporting standa
rds.
* Maintained ongoing business activities, while providing hands-on leadership du
ring Emtex Software's 2005 acquisition of Option Software, and throughout the ac
quisition of Emtex and subsequent corporate integration into Pitney Bowes the fo
llowing year.
* Significantly improved productivity, efficiency, reporting, and employee satis
faction metrics by:
* Collaborating with the U.K. Finance Director to standardize systems and proces
ses worldwide, aided by frequent overseas travel.
* Negotiating and implementing a first class benefits offering for U.S. employee
s.
* Automation of payroll and tax services; resulting in six figure savings annual
ly
* Automating sales order processing and reporting, increasing accuracy and timel
iness.
* Enabling consolidated and country-specific reporting by creating a common char
ts of accounts, accommodating multiple currencies and software versions, for all
legal Emtex entities; cutting 2 full days off the closing schedule.
DIRECTOR, FINANCE & ADMINISTRATION, 1999 to 2004
SEFAS INNOVATION, INC., Woburn MA,
Division of $14 million Paris-based parent company established to compete agains
t IBM in the U.S. document workflow market
Complete set up of U.S. company operations funded by venture capital. Including
but not limited to; establishing the corporate HQ, establishing cost effective v
endor and banking relationships; lines of credit lines and preferred terms; deve
loped GAAP-based accounting processes, budgeting and forecasting systems. Succes
sfully implemented and managed: Purchasing, Payroll, Benefits, Administration an
d HR practices resulting in 100% employee retention over 5 years.
* Guided startup firm to 400% revenue growth by:
* Created and executed a trade show strategy to enhance the corporate identity t
o gain U.S. market share to increase the number of major accounts to 15.
* Built a sustainable business infrastructure from the ground up to support busi
ness goals
BUSINESS MANAGER, Art Plus Technology, Inc. (APT), Boston MA. 1995 - 1999
GENERAL MANAGER, Micropal, Inc. (Now S&P Fund Services) 1987 - 1994
SOFTWARE SKILLS
MS Office Suite * QuickBooks Enterprise / Accountant 2007 * SAP * ADP US & Cana
da * Windows OS * MS Visio * Adobe Acrobat 8.0 * Photoshop * MS DOS * Novell Ne
tware * ACT * SalesForce.com * WebEx * MS Project
EDUCATION & TRAINING
Associate Equivalent, Cardiff College, Wales, UK.
Residential Certificate Program in Entrepreneurial Management, Babson College, B
oston, MA
Electronic Document Professional (EDP), Xplor International
Six Sigma Green Belt (SSGB Certificate of Achievement), Villan

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