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Michelle Waddell
10534 SW Tualatin Drive
503.869.0171
Tigard, OR 97224
Michelle.S.Waddell@gmail.com
                                     Financial Planning and Analysis
Versatile finance professional with over 15 years of progressive responsibility in planning, directing, and
measuring financial and operational results. Demonstrated experience in financial reporting, process
improvement and standardization, financial modeling, and financial analysis. Proven track record in
bringing together cross-functional teams to improve processes and reporting.
                                               Key Strengths
     Strategic and Functional Planning                        Acquisition Integration
     Budgeting and Forecasting                                Key Performance Indicator
     Financial and Operational Analysis                          Management
     Board and Shareholder                                    Accounting and Financial Reporting,
         Communication                                            domestic and international
     MRP and ERP Implementation                               Process Improvement
     Analytical and Problem Solving                           Internal Audit & Controls
         Expertise                                             Risk Management
     Mergers & Acquisitions                                   Quality and Compliance
                                         Professional Experience
RS Medical, Vancouver, WA 2009-2010
Privately held provider of physician-prescribed home electrotherapy devices. Recruited as consultant to
develop processes and procedures for distribution business unit. Developed team to assess Microsoft
Dynamics Navision software procedures for improvement.
    Management Consultant
    • Researched and developed procedures for sale of distribution product through accounting
         software.
    • Evaluated and developed standardized processes for improvement of inventory costing and
         accurate inventory reporting through the general ledger module; including development of costing
         processes and procedures in inventory and purchasing modules.

CompView Medical, LLC, Beaverton, OR <> 2006-2009
Privately held Medical Device manufacturer, specializing in the design and integration of audio-visual
systems in the medical environment. Recruited as CFO/Controller, additionally taking on Quality,
Compliance and Operations.
    CFO/Controller, Quality and Compliance, 2007-2009
    • Implemented the accounting, budgeting, strategic planning, analysis, forecasting and reporting
         processes ensuring quick turnaround of distributor forecasting, management and board reporting.
    • Analyzed inventory levels, distributor contracts and tax regulations to reduce tax liability by 34%.
    • Designed Quality Management System to ensure compliance with Federal Drug and
         Administration’s Good Manufacturing Processes (GMP) and International Standard Organization
         (ISO) 13485:2003; gained approved supplier status by largest distributor on first attempt.
    Management Consultant, 2006-2007
    • Analyzed operational and financial processes for inefficiencies and improvements. Developed
         and presented report of activities and findings specifically identifying areas for process
         standardization and improvement.

Clarity Visual Systems, Inc., Wilsonville, OR <> 2000-2006
Privately-held manufacturer of command and control digital displays and digital signage hardware and
software systems for wide-ranging applications. Recruited as Senior Financial Analyst advancing to
Director and then taking on responsibility for all accounting and strategic planning.
    Director of Finance & Accounting / Corporate Controller <> 2003-2006
    • Managed improvement in all financial reporting and analysis for revenue growth to $60 MM with
         two acquisitions without increase in personnel resources.

Michelle Waddell                                                                             Page Two
Clarity Visual Systems, Inc. continued
    • Prepared and presented consolidated reporting to executive team and key managers, including
         key metric reporting, variations to plan and historical performance trends.
    • Led team responsible for the development of integration processes for French subsidiary and
         Cool Sign Software Company improving month end financial consolidation and software revenue
         recognition.
    Senior Financial Analyst <> 2000-2003
    • Developed daily, weekly, monthly and quarterly financial reports that included financial and core
         process reporting and benchmarking used for evaluating company success.
    • Presented monthly operations review to management to facilitate cross-functional discussion of
         key metrics and performance.
    • Led annual budgeting and forecasting process, including development of full financial models
         including P&L, balance sheets and cash flows.
    • Developed and implemented strategic planning process including development of vision, mission
         and critical success factors as well as company-wide functional planning and departmental key
         metrics.

Data Projections, Inc., Houston, TX <> 1997-2000
Family owned $30 MM audio visual design, engineering, programming, contract services, consultation,
and installation company. Recruited as member of management team to assist in development of
planning, budgeting and analysis to improve and expand operations.
    Senior Financial Analyst/ Systems Integrations Manager
    • Implemented and maintained all financial analysis, reporting, budgeting and forecasting activities.
        Managed all aspects of information systems, systems integration and customer service.
    • Led analysis team to review and develop all business processes related to implementation of
        Great Plains Dynamics C/S+ business management software.

In Focus Services, dba Genigraphics, Memphis, TN <> 1994-1997
Subsidiary company to In Focus Systems, Inc. providing visual display solutions in the form of slides and
overheads. New position at subsidiary, managing reporting and analysis for corporate.
    Financial Analyst/ Accounts Receivables Manager
    • Developed and managed all budgeting, accounting and financial analysis processes and
        procedures.
    • Evaluated, purchased, installed and managed accounting software, researched software for
        functionality, evaluated and converted historical data, and developed processes and procedures
        to train all employees on invoicing and accounts receivable functions.

Tennessee Valley Authority, Memphis, TN. <> 1991-1994
Nation’s largest provider of Public power. Member of corporate staff for Western Region, responsible for
assisting in the management of 18 power distributors, member of executive team in development of
company-wide business planning processes.
    Economist, Customer Service West
    • Developed and maintained financial models used in the analysis and forecasting of power
        distributor financials requesting loans and/or electric rate increases.

                                              EDUCATION
       B.B.A. Economics, University of Memphis.
       Controllers Job in Today’s Environment, American Management Association.
       Advanced Strategies for Controllers, American Management Association.
       Essentials of General Management for Emerging High Technology Leaders, Oregon Graduate
        Institute.
       ISO 9001:2000 Internal Auditor. British Standards Institute.

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SM Waddell2010gmail

  • 1. Michelle Waddell 10534 SW Tualatin Drive 503.869.0171 Tigard, OR 97224 Michelle.S.Waddell@gmail.com Financial Planning and Analysis Versatile finance professional with over 15 years of progressive responsibility in planning, directing, and measuring financial and operational results. Demonstrated experience in financial reporting, process improvement and standardization, financial modeling, and financial analysis. Proven track record in bringing together cross-functional teams to improve processes and reporting. Key Strengths  Strategic and Functional Planning  Acquisition Integration  Budgeting and Forecasting  Key Performance Indicator  Financial and Operational Analysis Management  Board and Shareholder  Accounting and Financial Reporting, Communication domestic and international  MRP and ERP Implementation  Process Improvement  Analytical and Problem Solving  Internal Audit & Controls Expertise  Risk Management  Mergers & Acquisitions  Quality and Compliance Professional Experience RS Medical, Vancouver, WA 2009-2010 Privately held provider of physician-prescribed home electrotherapy devices. Recruited as consultant to develop processes and procedures for distribution business unit. Developed team to assess Microsoft Dynamics Navision software procedures for improvement. Management Consultant • Researched and developed procedures for sale of distribution product through accounting software. • Evaluated and developed standardized processes for improvement of inventory costing and accurate inventory reporting through the general ledger module; including development of costing processes and procedures in inventory and purchasing modules. CompView Medical, LLC, Beaverton, OR <> 2006-2009 Privately held Medical Device manufacturer, specializing in the design and integration of audio-visual systems in the medical environment. Recruited as CFO/Controller, additionally taking on Quality, Compliance and Operations. CFO/Controller, Quality and Compliance, 2007-2009 • Implemented the accounting, budgeting, strategic planning, analysis, forecasting and reporting processes ensuring quick turnaround of distributor forecasting, management and board reporting. • Analyzed inventory levels, distributor contracts and tax regulations to reduce tax liability by 34%. • Designed Quality Management System to ensure compliance with Federal Drug and Administration’s Good Manufacturing Processes (GMP) and International Standard Organization (ISO) 13485:2003; gained approved supplier status by largest distributor on first attempt. Management Consultant, 2006-2007 • Analyzed operational and financial processes for inefficiencies and improvements. Developed and presented report of activities and findings specifically identifying areas for process standardization and improvement. Clarity Visual Systems, Inc., Wilsonville, OR <> 2000-2006 Privately-held manufacturer of command and control digital displays and digital signage hardware and software systems for wide-ranging applications. Recruited as Senior Financial Analyst advancing to Director and then taking on responsibility for all accounting and strategic planning. Director of Finance & Accounting / Corporate Controller <> 2003-2006 • Managed improvement in all financial reporting and analysis for revenue growth to $60 MM with two acquisitions without increase in personnel resources. Michelle Waddell Page Two
  • 2. Clarity Visual Systems, Inc. continued • Prepared and presented consolidated reporting to executive team and key managers, including key metric reporting, variations to plan and historical performance trends. • Led team responsible for the development of integration processes for French subsidiary and Cool Sign Software Company improving month end financial consolidation and software revenue recognition. Senior Financial Analyst <> 2000-2003 • Developed daily, weekly, monthly and quarterly financial reports that included financial and core process reporting and benchmarking used for evaluating company success. • Presented monthly operations review to management to facilitate cross-functional discussion of key metrics and performance. • Led annual budgeting and forecasting process, including development of full financial models including P&L, balance sheets and cash flows. • Developed and implemented strategic planning process including development of vision, mission and critical success factors as well as company-wide functional planning and departmental key metrics. Data Projections, Inc., Houston, TX <> 1997-2000 Family owned $30 MM audio visual design, engineering, programming, contract services, consultation, and installation company. Recruited as member of management team to assist in development of planning, budgeting and analysis to improve and expand operations. Senior Financial Analyst/ Systems Integrations Manager • Implemented and maintained all financial analysis, reporting, budgeting and forecasting activities. Managed all aspects of information systems, systems integration and customer service. • Led analysis team to review and develop all business processes related to implementation of Great Plains Dynamics C/S+ business management software. In Focus Services, dba Genigraphics, Memphis, TN <> 1994-1997 Subsidiary company to In Focus Systems, Inc. providing visual display solutions in the form of slides and overheads. New position at subsidiary, managing reporting and analysis for corporate. Financial Analyst/ Accounts Receivables Manager • Developed and managed all budgeting, accounting and financial analysis processes and procedures. • Evaluated, purchased, installed and managed accounting software, researched software for functionality, evaluated and converted historical data, and developed processes and procedures to train all employees on invoicing and accounts receivable functions. Tennessee Valley Authority, Memphis, TN. <> 1991-1994 Nation’s largest provider of Public power. Member of corporate staff for Western Region, responsible for assisting in the management of 18 power distributors, member of executive team in development of company-wide business planning processes. Economist, Customer Service West • Developed and maintained financial models used in the analysis and forecasting of power distributor financials requesting loans and/or electric rate increases. EDUCATION  B.B.A. Economics, University of Memphis.  Controllers Job in Today’s Environment, American Management Association.  Advanced Strategies for Controllers, American Management Association.  Essentials of General Management for Emerging High Technology Leaders, Oregon Graduate Institute.  ISO 9001:2000 Internal Auditor. British Standards Institute.