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________________________________ Robin L. Taylor _________________________________
848 E. 28th
Street, Apt B Oakland, CA 94610 (M): 510-452-7737
E-mail: r.lynelle.taylor@gmail.com
Summary ___________________________________________________________________________
27 years progressive advancement in diverse financial positions, the most recent 17 years spent in
international accounting & financial planning & analysis. Proven success in software & content
organizations, IT services, alcoholic beverage market, nuclear radiation industry, publishing, private & public
companies, with an extensive auditing background. Performed finance functions in US GAAP, IFRS, &
Sarbanes-Oxley environments for US, Canadian & European headquartered organizations. Reputation for
providing insightful analysis, innovative strategic solutions & high quality financial reporting, while exhibiting
an astute proficiency for financial applications & reporting tools.
Experience ________________________________________________________________________
Senior Accountant: Independent Distillers North America, CA 2011 to 2015
The expansion into the North American Ready to Drink (RTD) market by a leading producer, distributor &
worldwide exporter of alcoholic beverages resulted in capturing a significant market share by operating in all
provinces in Canada & 49 States in the US. (Canadian & US statutory subsidiaries of Asahi Group Holdings, LTD.)
 Recent success in providing the Executive Team with better visibility, proper controls & innovative cost-
effective solutions as a full cycle accountant in the collective goal to effectively manage the business &
increase market share.
 Submitted all financials, consolidation packages & reporting for two statutory subsidiaries in a meticulous &
timely manner consistently meeting the aggressive close deadlines scheduled by the parent company.
 Engaged in a 4 day close process from start to finish by executing close procedures, system processes,
accrual/provision assessments, effective reconciliations & variance analysis to producing financial
statements, consolidation packages, footnote disclosures & intercompany reporting for two statutory
entities.
 Proficient as a leading member of the close team as demonstrated by advising & directing Finance staff &
Inventory personnel in regards to proper transactional entries, system processes, account reconciliations,
sub-ledger reporting & accounting control & procedures.
 Exhibited self-starter capabilities in utilizing the Net Suite Global ERP system & by developing & introducing
efficient system processes & internal controls & procedures as part of the establishment of a US-based
financial headquarters.
 Key member of a transition team that successfully transferred all documented processes, duties &
knowledge to the New Zealand team even with geographical & time zone limitations; ensuring that the new
team was thoroughly trained, tested & operating efficiently by the target deadline.
 Liaison between the Executive team, Pricewaterhouse (PWC) & Labis Global Practitioners in the preparation,
review & submission of all Corporate Tax Returns for both the US & Canadian entity. Developed models to
communicate all necessary financial information to PWC tax teams & worked closely with PWC to ensure an
accurate interpretation of this information. Collaborated with Labis Global Practitioners regarding the
development of a Controlled Group Allocation plan for all US subsidiaries under the Asahi Group Holdings LTD
to ensure minimum impact to the individual entity’s tax liability.
 Designed & implemented excel based models as viable solutions to resource or infrastructure limitations or
to serve as process improvements by automating system processes, streamlining close duties & enhancing our
current functionality & management reporting.
 Excelled in the initiation & management of interpersonal relationships with outsourced providers (ie:
National Distributor, contracted warehouses, 3rd party service providers) to ensure compliance to contract
terms & regional regulations, auditing of transactional data in proprietary systems & provision of consistent,
accurate reporting & cost documentation as requested.
 Collaborated with Logistics & Inventory Manager in troubleshooting systems & developing innovative strategic
solutions to improve inventory reconciliations by resolving negative inventory issues, properly assigning
landed burdens by product line & accurately reflecting inventory valuations by product line.
 Per the CFO’s recommendation, designated as a Backup Check Signer on all financial accounts for both the
US & Canadian entity. Managed all bank account balances, account transfers, domestic & international
wires, online banking, administrative processes & interpersonal relationships with bank account managers.
Developed a Cash Management tool utilized on a monthly basis in determining our cash flow potential to
settle any intercompany balances with our parent or sister entity.
Senior Financial Analyst: Consultant for Kaiser Permanente – NFS Finance CA 2010 to 2011
A leader in providing high-quality, affordable health care via an integrated care delivery system & focusing on
total health & advanced technology. National Facilities Services (NFS) strives to assist Kaiser in reaching its
goals by delivering the smartest facilities while still maintaining schedule, budget & quality objectives.
 Liaison between Regional NFS Finance teams & NFS Director of Finance in supporting the Regions Outside of
CA (ROCs) in regards to operational & financial reporting, process improvements, SOX capitalization control
compliance & project tracking objectives.
 Lead contributor in the implementation of capital project reporting for the ROCs Operational division
including key performance indicators & quantitative analysis on data present in the project tracking system.
 Executed thorough review of the capitalization monitoring report process to ensure compliance with internal
policies & controls to minimize any potential finding for SOX audits.
 Performed regional SFA duties for the OH NFS Capital Team by collaborating with the project manager &
property accounting on capitalization & closeout objectives, maintaining the project tracking data,
monitoring compliance to internal policies & procedures & meeting reporting deadlines.
 Educated finance & operational personnel on the project tracking system via the development &
presentation of training materials & documents.
 Identified & coordinated the resolution of systematic & data issues with the customer support group
responsible for the project tracking system.
Senior Financial Analyst: Mirion Technologies, Inc. CA 2008 to 2009
A $208m global provider of nuclear radiation detection, measurement, analysis & monitoring products & services
operating in the energy, defense & medical end markets. American Capital established Mirion Technologies by
merging three like acquisitions from their US & European portfolio.
 Key contributor in developing reporting & analytical models to prepare the enterprise for American Capital’s
exit strategy either via an IPO or private sale. These models (ie: annual & five year forecasting, revenue
pipeline & segment analysis, management discussion analysis, working capital metrics, cash flow analysis &
banking covenant compliance for $180m of borrowings) provided the head office with automated methods of
obtaining data on a timely basis from multiple domestic & foreign sites not yet captured in current financial
reporting.
 Liaison to CFO, Division VPs & upper level management in the preparation & presentation of annual & five
year budgets, financial reporting & modeling & management discussion analysis.
 Succeeded in meeting the SEC deadline for S-1 filing by obtaining audit opinions on four years consolidated
financials incorporating various statutory reporting & currencies from 15 individual entities.
 Responded to three simultaneous audit firms for pre-audit preparation, audit sign-off, S-1 filing preparation
& submission & corporate tax structure analysis.
 Vital role in the implementation of Cognos Business Intelligence to track & analyze current pipeline &
revenue backlog of $230m by importing data from multiple ERP systems with various currencies.
 Collaborated in the implementation of Cognos Planning as an annual global forecasting tool to be utilized by
US, Canadian & European sites with various statutory reporting.
Senior Financial Analyst: Symyx Technologies, Inc. CA 2007 to 2008
A $175m software, tools & services provider to the life science & chemical markets. Symyx recently acquired
the MDL software, database & services business from Reed Elsevier.
 Member of a post acquisition team that obtained audit opinions on 3 years of carve-out financials converted
from IFRS to US GAAP within a 75 day SEC deadline for an 8-K/A filing.
 Facilitated the integration of the combined MDL & Symyx forecast in accordance with the new management
team’s strategy & objectives.
 Educated business partners & Senior VPs on financial & operational aspects related to the IT, Facilites,
Telecommunication, Marketing & R&D spend to encourage a seamless integration.
Senior Financial Analyst: Elsevier MDL, CA 1999 to 2007
A $125m software solutions company providing drug discovery informatics to the life sciences market (subsidiary
of Reed Elsevier)
 Key contributor to a private $123m divestment of a carve-out of the product portfolio to Symyx Technologies
& the portfolio’s historical & potential financial performance.
 Collaborated in the preparation & timely delivery of a complex carve-out of 3 years of IFRS based financials
& subsequent conversion from UK GAAP/IFRS to US GAAP as required by a divestiture from a UK based
technology business to a US public company.
 Involved in the completion of a virtual data-room to provide prospective buyers with the essential financial
& operational data to perform necessary due diligence analysis.
 Liaison to the CEO, CFO, CIO, Senior VPs & business partners in upper level management in the preparation
& evaluation of forecasts, prospective capital investments, financial modeling & strategic planning projects.
 Strategic partner to the CIO in a high growth, technically complex environment facilitating a $10m capital &
operating budget.
 Financial modeler of $5m investment in an online hosted content product that ultimately resulted in $20m
annual revenue as one of the lead products in the divestiture portfolio.
 Established & maintained an integrated approach between technical aspects & finance requirements via a
thorough understanding of the strategies, priorities & challenges facing IT, R&D, Marketing, & Consulting.
 Prepared actual to budget variance analysis with special emphasis on providing cost cutting solutions to
assist management in meeting annual profit goals.
 Responsible for the preparation & timely submission of annual profit/loss & cash flow modeling budgets & re-
forecasts on a worldwide basis including trend & variance analysis.
 Developed & implemented an Excel based forecast modeling tool that incorporated & consolidated US,
European & Japanese statutory reporting structures in five currencies.
 Submitted 100% of all budgets & reforecasts to corporate per published deadlines resulting from the
automation of a multi-currency Excel-based model.
 Detailed exposure to revenue forecasting with a complete understanding of licensing models, contract
terms, renewal trends & SOP 97-2 revenue recognition practices: IFRS vs US GAAP.
 Automated external forecast submissions to corporate & internal reporting to management to enhance
efficiency in evaluating trends & developing viable solutions to operational challenges.
 Developed & implemented a capital modeling tool to enhance planning & reporting of capital expenditures
for long range projects & individual purchases.
 Provided finance staff with a central resource for trouble-shooting systems, fulfilling ad-hoc requests with
new query design & report writing & implementing process improvements.
 Lead role in implementing a customized PeopleSoft Capital Planning module that fulfilled management’s
requirements but with minimum financial investment as well as collaborating in the team implementation of
seven additional PeopleSoft modules.
 On the CFO’s recommendation, relocated by Reed Elsevier from a Virginian subsidiary, Lexis Law Publishing,
to California to enhance the FP&A department & integrate Reed Elsevier’s budgetary practices & objective.
(Details offered upon request of my 1996-1998 career advancement at Lexis Law Publishing)
Technologies ______________________________________________________________________
NetSuite OneWorld Global ERP; PeopleSoft, NVision Reporting & Query; Hyperion Enterprise; Citrix Program
Neighborhood; MS Excel, Word, Access & PowerPoint; Enterprise Reporting; Cognos Planning; Cognos Finance;
Cognos Business Intelligence; Great Plains Accounting; Windows 10; Kaiser’s NFS Project Tracking System (PTA)
Education _________________________________________________________________________
Bachelor of Science, Marketing Concentration in a Comprehensive Undergraduate Business Program
McIntire School of Commerce, University of Virginia 1987

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RESUME-SFA

  • 1. ________________________________ Robin L. Taylor _________________________________ 848 E. 28th Street, Apt B Oakland, CA 94610 (M): 510-452-7737 E-mail: r.lynelle.taylor@gmail.com Summary ___________________________________________________________________________ 27 years progressive advancement in diverse financial positions, the most recent 17 years spent in international accounting & financial planning & analysis. Proven success in software & content organizations, IT services, alcoholic beverage market, nuclear radiation industry, publishing, private & public companies, with an extensive auditing background. Performed finance functions in US GAAP, IFRS, & Sarbanes-Oxley environments for US, Canadian & European headquartered organizations. Reputation for providing insightful analysis, innovative strategic solutions & high quality financial reporting, while exhibiting an astute proficiency for financial applications & reporting tools. Experience ________________________________________________________________________ Senior Accountant: Independent Distillers North America, CA 2011 to 2015 The expansion into the North American Ready to Drink (RTD) market by a leading producer, distributor & worldwide exporter of alcoholic beverages resulted in capturing a significant market share by operating in all provinces in Canada & 49 States in the US. (Canadian & US statutory subsidiaries of Asahi Group Holdings, LTD.)  Recent success in providing the Executive Team with better visibility, proper controls & innovative cost- effective solutions as a full cycle accountant in the collective goal to effectively manage the business & increase market share.  Submitted all financials, consolidation packages & reporting for two statutory subsidiaries in a meticulous & timely manner consistently meeting the aggressive close deadlines scheduled by the parent company.  Engaged in a 4 day close process from start to finish by executing close procedures, system processes, accrual/provision assessments, effective reconciliations & variance analysis to producing financial statements, consolidation packages, footnote disclosures & intercompany reporting for two statutory entities.  Proficient as a leading member of the close team as demonstrated by advising & directing Finance staff & Inventory personnel in regards to proper transactional entries, system processes, account reconciliations, sub-ledger reporting & accounting control & procedures.  Exhibited self-starter capabilities in utilizing the Net Suite Global ERP system & by developing & introducing efficient system processes & internal controls & procedures as part of the establishment of a US-based financial headquarters.  Key member of a transition team that successfully transferred all documented processes, duties & knowledge to the New Zealand team even with geographical & time zone limitations; ensuring that the new team was thoroughly trained, tested & operating efficiently by the target deadline.  Liaison between the Executive team, Pricewaterhouse (PWC) & Labis Global Practitioners in the preparation, review & submission of all Corporate Tax Returns for both the US & Canadian entity. Developed models to communicate all necessary financial information to PWC tax teams & worked closely with PWC to ensure an accurate interpretation of this information. Collaborated with Labis Global Practitioners regarding the development of a Controlled Group Allocation plan for all US subsidiaries under the Asahi Group Holdings LTD to ensure minimum impact to the individual entity’s tax liability.  Designed & implemented excel based models as viable solutions to resource or infrastructure limitations or to serve as process improvements by automating system processes, streamlining close duties & enhancing our current functionality & management reporting.  Excelled in the initiation & management of interpersonal relationships with outsourced providers (ie: National Distributor, contracted warehouses, 3rd party service providers) to ensure compliance to contract terms & regional regulations, auditing of transactional data in proprietary systems & provision of consistent, accurate reporting & cost documentation as requested.  Collaborated with Logistics & Inventory Manager in troubleshooting systems & developing innovative strategic solutions to improve inventory reconciliations by resolving negative inventory issues, properly assigning landed burdens by product line & accurately reflecting inventory valuations by product line.
  • 2.  Per the CFO’s recommendation, designated as a Backup Check Signer on all financial accounts for both the US & Canadian entity. Managed all bank account balances, account transfers, domestic & international wires, online banking, administrative processes & interpersonal relationships with bank account managers. Developed a Cash Management tool utilized on a monthly basis in determining our cash flow potential to settle any intercompany balances with our parent or sister entity. Senior Financial Analyst: Consultant for Kaiser Permanente – NFS Finance CA 2010 to 2011 A leader in providing high-quality, affordable health care via an integrated care delivery system & focusing on total health & advanced technology. National Facilities Services (NFS) strives to assist Kaiser in reaching its goals by delivering the smartest facilities while still maintaining schedule, budget & quality objectives.  Liaison between Regional NFS Finance teams & NFS Director of Finance in supporting the Regions Outside of CA (ROCs) in regards to operational & financial reporting, process improvements, SOX capitalization control compliance & project tracking objectives.  Lead contributor in the implementation of capital project reporting for the ROCs Operational division including key performance indicators & quantitative analysis on data present in the project tracking system.  Executed thorough review of the capitalization monitoring report process to ensure compliance with internal policies & controls to minimize any potential finding for SOX audits.  Performed regional SFA duties for the OH NFS Capital Team by collaborating with the project manager & property accounting on capitalization & closeout objectives, maintaining the project tracking data, monitoring compliance to internal policies & procedures & meeting reporting deadlines.  Educated finance & operational personnel on the project tracking system via the development & presentation of training materials & documents.  Identified & coordinated the resolution of systematic & data issues with the customer support group responsible for the project tracking system. Senior Financial Analyst: Mirion Technologies, Inc. CA 2008 to 2009 A $208m global provider of nuclear radiation detection, measurement, analysis & monitoring products & services operating in the energy, defense & medical end markets. American Capital established Mirion Technologies by merging three like acquisitions from their US & European portfolio.  Key contributor in developing reporting & analytical models to prepare the enterprise for American Capital’s exit strategy either via an IPO or private sale. These models (ie: annual & five year forecasting, revenue pipeline & segment analysis, management discussion analysis, working capital metrics, cash flow analysis & banking covenant compliance for $180m of borrowings) provided the head office with automated methods of obtaining data on a timely basis from multiple domestic & foreign sites not yet captured in current financial reporting.  Liaison to CFO, Division VPs & upper level management in the preparation & presentation of annual & five year budgets, financial reporting & modeling & management discussion analysis.  Succeeded in meeting the SEC deadline for S-1 filing by obtaining audit opinions on four years consolidated financials incorporating various statutory reporting & currencies from 15 individual entities.  Responded to three simultaneous audit firms for pre-audit preparation, audit sign-off, S-1 filing preparation & submission & corporate tax structure analysis.  Vital role in the implementation of Cognos Business Intelligence to track & analyze current pipeline & revenue backlog of $230m by importing data from multiple ERP systems with various currencies.  Collaborated in the implementation of Cognos Planning as an annual global forecasting tool to be utilized by US, Canadian & European sites with various statutory reporting. Senior Financial Analyst: Symyx Technologies, Inc. CA 2007 to 2008 A $175m software, tools & services provider to the life science & chemical markets. Symyx recently acquired the MDL software, database & services business from Reed Elsevier.  Member of a post acquisition team that obtained audit opinions on 3 years of carve-out financials converted from IFRS to US GAAP within a 75 day SEC deadline for an 8-K/A filing.  Facilitated the integration of the combined MDL & Symyx forecast in accordance with the new management team’s strategy & objectives.
  • 3.  Educated business partners & Senior VPs on financial & operational aspects related to the IT, Facilites, Telecommunication, Marketing & R&D spend to encourage a seamless integration. Senior Financial Analyst: Elsevier MDL, CA 1999 to 2007 A $125m software solutions company providing drug discovery informatics to the life sciences market (subsidiary of Reed Elsevier)  Key contributor to a private $123m divestment of a carve-out of the product portfolio to Symyx Technologies & the portfolio’s historical & potential financial performance.  Collaborated in the preparation & timely delivery of a complex carve-out of 3 years of IFRS based financials & subsequent conversion from UK GAAP/IFRS to US GAAP as required by a divestiture from a UK based technology business to a US public company.  Involved in the completion of a virtual data-room to provide prospective buyers with the essential financial & operational data to perform necessary due diligence analysis.  Liaison to the CEO, CFO, CIO, Senior VPs & business partners in upper level management in the preparation & evaluation of forecasts, prospective capital investments, financial modeling & strategic planning projects.  Strategic partner to the CIO in a high growth, technically complex environment facilitating a $10m capital & operating budget.  Financial modeler of $5m investment in an online hosted content product that ultimately resulted in $20m annual revenue as one of the lead products in the divestiture portfolio.  Established & maintained an integrated approach between technical aspects & finance requirements via a thorough understanding of the strategies, priorities & challenges facing IT, R&D, Marketing, & Consulting.  Prepared actual to budget variance analysis with special emphasis on providing cost cutting solutions to assist management in meeting annual profit goals.  Responsible for the preparation & timely submission of annual profit/loss & cash flow modeling budgets & re- forecasts on a worldwide basis including trend & variance analysis.  Developed & implemented an Excel based forecast modeling tool that incorporated & consolidated US, European & Japanese statutory reporting structures in five currencies.  Submitted 100% of all budgets & reforecasts to corporate per published deadlines resulting from the automation of a multi-currency Excel-based model.  Detailed exposure to revenue forecasting with a complete understanding of licensing models, contract terms, renewal trends & SOP 97-2 revenue recognition practices: IFRS vs US GAAP.  Automated external forecast submissions to corporate & internal reporting to management to enhance efficiency in evaluating trends & developing viable solutions to operational challenges.  Developed & implemented a capital modeling tool to enhance planning & reporting of capital expenditures for long range projects & individual purchases.  Provided finance staff with a central resource for trouble-shooting systems, fulfilling ad-hoc requests with new query design & report writing & implementing process improvements.  Lead role in implementing a customized PeopleSoft Capital Planning module that fulfilled management’s requirements but with minimum financial investment as well as collaborating in the team implementation of seven additional PeopleSoft modules.  On the CFO’s recommendation, relocated by Reed Elsevier from a Virginian subsidiary, Lexis Law Publishing, to California to enhance the FP&A department & integrate Reed Elsevier’s budgetary practices & objective. (Details offered upon request of my 1996-1998 career advancement at Lexis Law Publishing) Technologies ______________________________________________________________________ NetSuite OneWorld Global ERP; PeopleSoft, NVision Reporting & Query; Hyperion Enterprise; Citrix Program Neighborhood; MS Excel, Word, Access & PowerPoint; Enterprise Reporting; Cognos Planning; Cognos Finance; Cognos Business Intelligence; Great Plains Accounting; Windows 10; Kaiser’s NFS Project Tracking System (PTA) Education _________________________________________________________________________ Bachelor of Science, Marketing Concentration in a Comprehensive Undergraduate Business Program McIntire School of Commerce, University of Virginia 1987