Executive experienced in finance, mergers & acquisitions, operations, cost control, corporate valuation, financial modeling, forecasting, relationship management, negotiation and strategic planning in startup, turnaround and Fortune 500 environments. MBA and CFA. |
Executive experienced in finance, mergers & acquisitions, operations, cost control, corporate valuation, financial modeling, forecasting, relationship management, negotiation and strategic planning in startup, turnaround and Fortune 500 environments.
Results-driven strategist able to guide organizations through all stages of development, reduce costs and improve shareholder value.
* Key in 15+ US/international mergers, acquisitions and divestitures adding $2+ billion revenue for Fortune 150 firm.
* Targeted $2+ million in risk management and cost reduction opportunities; developed and executed action plan.
* Restructured and implemented program that generated over $1.5 million annual savings.
* Active participant in acquisitions that grew strategic business unit from $100 million to $3+ billion annual revenue in 4 years.
Analytical thinker who blends financial expertise with solid business acumen to enhance strategic position.
* Restored relationship with multimillion-dollar at-risk account by developing product offering to meet client needs.
* Collaborated with IT and external consultants to reengineer processes and establish infrastructure to systemize product capabilities and deliver consistently on commitments to clients.
* Identified revenue shortfall and took immediate action, salvaging $5 million revenue and adding $300K+ to the bottom line.
Principled leader with record of strengthening corporate performance and generating sustainable results. Adept at identifying and resolving operating deficiencies and achieving positive bottom-line impact. Polished communicator with outstanding team-building, interpersonal and organizational abilities. Experienced in making presentations to Boards of Directors.
CFA, Chartered Financial Analyst, 1999, MBA, General Management, Boston University, Boston, MA, 1993
BS, Finance, Boston College, Chestnut Hill, MA, 1987, Classical Studies, University of London, England, 1986
Dual citizenship (United States and European Union)
Member: CFA Institute and Washington, D.C. Security Analysts Society
Speaker: SHRM (Society of Human Resource Management) Conference, College Park, MD; IASA (Insurance Accounting & Systems Association) Conference, San Francisco, CA; Global Insurance Restructuring Conference, Bermuda; and Summit on the Future of the Mutual Insurance Company, New York, NY
PROFESSIONAL EXPERIENCE
THE MELTZER GROUP, Bethesda, MD 2006 - Present
Chief Financial Officer
* Oversee Financial, IT, HR and Marketing efforts of this diversified Financial Services firm.
* Work with select division heads to create strategic business plans and implement changes.
* Identified, quantified and helped address cost inequities within three of five divisions.
* Drove the process to clean up an accounting system and improve cash flow in an underperforming division.
MONTGOMERY INSURANCE, Columbia, MD ($350 million subsidiary of Liberty Mutual Group) 2002 - 2006
Vice President of Finance
* Provided key leadership in establishing and monitoring strategic direction and objectives.
* Directed financial, planning and analysis activities including budget process, financial forecasts of income statements, balance sheets, cash flow statements and internal/external reporting. Structured reinsurance treaties and negotiates terms.
* Managed vendor relationships for outsourced functions; provides feedback on operational improvement requirements.
LIBERTY MUTUAL GROUP, Boston, MA 1987 - 2001
Director, Mergers & Acquisitions (1996 - 2001)
* Developed and executed M&A strategies with strategic business units. Helped standardize and streamline M&A process.
* Created financial models to price potential acquisitions and estimate ROI; conducted due diligence and utilized valuation techniques including discounted cash flow, earnings capitalization and market/transaction multiple-comparison analysis.
* Participated in numerous acquisitions in the US, South America, Europe and Asia Pacific totaling more than $2 billion.
* Assisted in contract development and negotiated structure and terms of agreement.
Director of Financial Analysis (1995 - 1996)
* Created/executed Capital Market financing and risk management alternatives.
* Directed team conducting buy vs. build analysis on product line extension.
* Created business plan and won CEO support to establish startup company.
Manager, Terms & Conditions Project (1994 - 1995)
* Worked with IT and external consultants to establish infrastructure to improve client service and organize product offerings.
Technical Director, National Accounts (1992 - 1994) / Account Underwriter, National Accounts (1987 - 1992)
* Consulted on product development/underwriting issues for Fortune 1000 accounts.
* Created business plan to form Captive Management company.
* Assisted in design/implementation of new product lines. |
