CHIEF FINANCIAL OFFICER/DIVISIONAL CFO Packaged Goods - Manufacturing Media Professional Services
Veteran financial/strategic leader with 20+ years of experience leading Finance/Accounting departments of up to 200 for leading multi-billion dollar global corporations including The Walt Disney Company and NewsCorp. Prolific record as a successful change-agent, including management of worldwide financial systems/software implementations to improve efficiency and minimize cost. Integration specialist with demonstrated record of assessing multiple system needs and leading strategic planning and tactical execution of improvements and solutions. Proven to provide profitable analysis of markets, trends, deals, and forecasts. Experienced Board Member and Treasurer of a large and highly-regulated not-for-profit Credit Union.
Change Management Organizational Restructuring Cost Efficiency Analysis Auditing Sarbanes-Oxley Compliance ERP System Development & Implementation including Supply Chain Licensing Efficiency Improvements Market Trend Assessment & Analysis International Operations Revenue Growth Financial Forecasting Multi-departmental Collaboration Deal Analysis Global System Rollouts Tax Compliance & Planning Profit & Loss Analysis Sourcing Valuation Strategic Planning Investment Analysis Cost Reduction Partnership Recruitment Strategic Consulting in Banking and Small Business
PROFESSIONAL EXPERIENCE
INDEPENDENT FINANCIAL CONSULTANT, April, 2009 to Current CLIENTS: Retired Chairman of a large, Publicly-Held Bank Holding Company with assets over $10 billion, Chicago, Illinois
Advise former Chairman and current company shareholder regarding acquisition strategies for the bank, including deal analysis on FDIC-assisted purchase and assumption agreements and capitalization issues. Created customized bank performance metrics versus peers in areas such as commercial loan quality, REIT utilization and reserve assessments.
Smart Medical Technology, Inc. Sells proprietary patient-moving equipment to hospitals and nursing homes, Darien, Illinois
April thru November, 2009: Served as interim CFO to prepare company for equity and debt funding rounds - Instrumental in preparing the company offering documents - presented to equity funds - negotiated the companys nationwide sales and distribution deal with a major medical supplier.
NEWS CORPORATION, Century City, California June, 2003 - September, 2007 Leading worldwide provider of news, sports, and entertainment, with $32 billion annual revenue.
Senior Vice President of International Finance for 20th Century Fox International Theatrical/Home Entertainment Oversee global accounting and financial planning for 20th Century Foxs fast-growing international film and home entertainment (DVD) divisions, featuring 962 employees and annual revenues exceeding $1.9 billion. Directed a 200-person staff throughout 30 countries in ensuring effective financial accountability. Coordinated all regulatory compliance, auditing, tax issues, and vendor management. Integrated 3rd-party properties licensed for distribution by Fox, and supported 3 division presidents in driving revenue and achieving margin targets. Improved internal controls and automated month-end closings.
Operational Enhancements Orchestrated a 13-country, $16 million ERP financial system deployment throughout 26 20th Century Fox subsidiaries within 18 months. Oversaw preparation of all essential financial documents, including business plans, forecasts, market assessments, deal analyses, product acquisitions/valuations, and entry/exit strategies.
Enabled reduction of sales personnel worldwide, and streamlined sales, marketing, finance, and operational processes in Australia, by overseeing implementation of a Siebel Sales Planning and Forecasting tool. Facilitated the seamless integration of digital cinema film licensing, and streamlined workflow, by leading implementation of a theatrical planning/sales and receivable system in Mexico.
Improved decision-making in choosing investment opportunities/partners in Japan, Korea, and India by contributing to a comprehensive market analysis that included assessment of downstream economies, emerging market trends, and consumer preferences. Successfully appealed a $300 million IRS transfer-pricing tax assessment in partnership with corporate tax staff and outside accountants. THE WALT DISNEY COMPANY, Burbank, California April, 1987 to May, 2003 Film and television feature distribution company handling marketing/sales/distribution for 8 main clients including Walt Disney Pictures, Touchstone Pictures, and Miramax, and several independent companies.
Senior Vice President of Finance for Buena Vista Home Entertainment, Buena Vista Pictures Distribution and Buena Vista Pictures Marketing Led a staff of 38 in overseeing all accounting/finance duties for a 400-person department generating $3 billion annual revenues. Analyzed potential ramifications of revenue initiatives by coordinating with multiple departments including corporate accounting, audit, sales, operations, and legal. Ensured regulatory compliance, including Sarbanes-Oxley, and supervised all tax compliance/planning, external/internal audits, and other pivotal plans, assessments, analyses, and forecasts.
Key Contributions Improved documentation of forecast updates and causes for change by creating and enacting an integrated forecasting tool. Solidified Disneys credibility as a market valuation resource by implementing an automated weekly marketplace pricing/volume/competitor assessment. Exceeded expected recovery 40% in a Kmart bankruptcy case by collaborating with inside and outside counsel. Prior Roles at Disney: Senior Vice President of Finance for Buena Vista Pictures Distribution and Buena Vista Pictures Marketing, Vice President of Finance, Finance Director, and Finance Manager Prior Financial Auditing Role: Senior Auditor of the Commercial Division, Arthur Andersen & Co.
EDUCATION Bachelor of Arts in Business Administration (Accounting), Magna cum-laude Loyola University, Chicago, Illinois
PROFESSIONAL DEVELOPMENT Certified Public Accountant, State of Illinois, 1982
AFFILIATIONS Standard Club (Chicago, Illinois) Chicago Legal Clinic (Development Council member and volunteer) Lee/Ogle/Carroll County Court Appointed Special Advocate Program Volunteer Partners Federal Credit Union (nearly $1 billion assets; former board member and treasurer for over 15 years) |