Accomplished finance professional with diverse work experience in corporate development, and financial planning and analysis functions in startup and growth organizations. Ability to combine strategic planning with tactical execution to drive long-term gains in business performance. Effective at collaborating and communicating with groups at all organizational levels to achieve common objectives. Highly motivated, energetic team player with a roll-up the sleeves attitude. Areas of experience:
Strategic and Financial Planning
Forecasting
Budgeting & Cost Management
Profitability Improvement
Cash Flow Analysis
Working Capital Management
Performance Benchmarking / Metrics
Growth & Expansion Strategies
Mergers & Acquisitions
Debt / Equity fundraising
IPO preparation
Strategy communication (Board, investors, company)
PROFESSIONAL EXPERIENCE
Consultant
Specialty retailer client, GA. 09/06 to Present
Telecommunications industry client, NJ. 07/06 to Present
Chief Financial Officer (Consultant), Triad Wireless Group, Inc., NJ. 01/06 to 03/06
Recruited by investors to provide fiscal leadership to a startup in the wireless industry.
Developed business and financial plan for presentation to angel investors seeking $2 million in funding.
Produced weekly cash flow forecasts, and managed financial resources through severe cash austerity.
Responsible for planning, accounting, payroll, cash management, reporting, and multi-state tax filings.
Director, Finance, Broadview Networks Holdings, Inc., NY. 11/99 to 06/05
Reported to CFO at a large competitive communications provider with $250 million in revenue.
Business Development and Planning
Developed and managed the financial planning process as revenue grew from $35 million in 1999 to $250 million in 2005. Plans included long-term strategic plans, one-year operating plans, and interim forecasts.
Actively participated in strategy meetings with CEO, CFO and other executive management; provided insightful financial/business analysis, and short and long term forecasts - highlighted risks and opportunities, and challenged business assumptions.
Proposed cost containment and/or revenue enhancing actions to maintain a fully funded business plan including company downsizing, optimizing the communications network, and additional billing opportunities.
Participated in discussions with other departments in evaluation of business cases, product pricing, sales commission plans, and market expansion and entry plans.
Supported the CEO and CFO in developing appropriate analysis and effective communications for the external financial community as well as Board of Director presentations.
Financing
Supported executive management during pre-IPO process through filing of an S-1; guided investment bankers and Wall Street equity analysts on the companys financial plan.
Assisted in preparation of road show and related briefing materials.
Met with investors, and communicated the financial direction of the company. During two key private equity rounds, company raised $162 million (Baker Capital, NEA, ComVentures, Lightspeed, others).
Worked with CFO & Treasurer in obtaining a $95 million syndicated loan facility (GE Capital, CIT, Wachovia); helped structure covenants during the loan amendment process.
Merger & Acquisitions
During 2005 merger negotiations, collaborated with executive management and investment bank advisors to both merger entities.
Key role on acquisitions team with responsibilities for diligence process and strategy, internal consulting with business groups to identify synergies, and financial models and valuation.
Participated in drafting and reviewing of LOIs, and contracts.
Company acquired customer bases as well as fixed assets in larger transactions, including a successful bid at auction for a $150 million communications provider.
Post acquisition, participated in the M&A integration team with responsibilities for the tracking and evaluation of the integration, and weekly cash flow projection of acquired entities.
Budgeting & Reporting
Lead the development & implementation of operating budgets of over $200 million as well as the capital expenditure planning process.
Worked with Controller in setting accounting policies on revenue, cost, and capitalization. Helped establish purchase order process, and A/P policy.
Identified and translated strategic agenda into key, measurable financial and operational metrics for management reporting and guidance.
Analyzed monthly results to understand performance against plan and long range goals. Provided input into preparation of MD&A for internal and external use.
Prepared weekly and monthly billings and direct cost forecasts for treasurys cash management process.
Manager, Corporate Development, AT&T, NJ. 08/98 to 10/99
CFO Group, AT&T Business Services with $25 billion in revenue.
Provided support in buildup of a 5-year financial model, which included domestic and international long distance, local, internet, data, and government product segments.
Reviewed financial plans with Divisional President, CFO, and senior management of AT&T Business Services.
Conducted ad hoc financial modeling, reporting and analysis as dictated by business condition. Provided executive management with relevant information, and contributed to strategic-level decision-making.
AT&T Local Services (fmr. Teleport Communications Group).
Project leader for developing 10-year regional financial models for AT&T Local Services.
Interacted extensively with product, finance, and network planning groups to determine unit revenues and expenses, and communications equipment and network costs.
Analyzed and reviewed unit and volume trends with senior management. Determined hurdles rates and financial performance indicators such as ROIC, EVA, etc.
Credit/Investment Analyst, NBK, NY. 03/97 to 7/98
Prepared commercial loan proposals; performed financial statement analysis, cash flow projections, and credit analysis. Portfolio consisted of loans and investments in structured and cash flow based transactions. Also responsible for industry research, and portfolio analysis.
Led efforts to develop and implement a multi-product credit risk management system. Developed reports to monitor credit concentration, and derivatives exposure.
Industries covered included real estate, cable & media, aerospace & defense, telecomm, financial institutions, etc.
Reviewed pre-IPO investment proposals from investment bank sponsored funds. Provided financial analyses, comments on the merit of the proposals.
Analyst, Legal & Credit Department, Nichimen America Inc., NY. 12/95 to 02/97
North American headquarters of a leading general trading company.
Prepared credit analyses for major trading counter-parties including Westinghouse, AMP, USG, Silgan, AES, various U.S. integrated steel mills, and small to medium sized companies in South America.
Researched and reported Steel industry trends, and repayment risks of South American countries.
Senior Associate, Meridien International Bank Ltd., NY. 08/92 to 11/95
Performed detailed analyses on new credit and investment proposals, annual credit reviews, and loan workouts. Prepared term sheets, and reviewed deal documentation.
Cross-border financing undertaken included structured debt, equity, project based (gold mine, communications station), asset-backed (aircraft, locomotive), and commodities (cocoa). Transaction sized ranged up to $50 million.
EDUCATION
Credit Training Program, Chemical Bank (JP Chase Bank), New York. 1995
M.S., Finance, Georgia State University, Atlanta, Georgia. 1989
B.B.A., Finance, University of Texas, Arlington, Texas. 1987
SOFTWARE
Microsoft Office Products
Cognos Powerplay
Great Plains
Quick Books |
