SUMMARY OF SKILLS
Certified public accountant Licensed attorney Commercial real estate background IPO experience Strategic planning Sophisticated financial modeling Acquisition due diligence Asset/liability management Interest rate risk management Performance measurement systems Funds transfer pricing Capital allocation management Financial and regulatory reporting Investment portfolio management
WORK EXPERIENCE
Chief Financial Officer XYZ Financial Services, Inc, Atlanta, GA, 2001 to present
XYZ is a quickly growing bank holding company ($575M in assets, 160 employees) that has engaged in community banking, commercial leasing, factoring, appraisal services, title & legal services, and real estate development. Brought on board to develop the financial infrastructure to support the companys rapid growth and financial complexity. Responsible for managing finance, accounting, audit, and tax functions.
Co-led the financial side of the companys pending IPO Revamped the accounting department, designed internal controls, and restored the integrity of the general ledger Spearheaded new financial information system, implemented financial reporting process, and created corporate budgeting system Developed financial models for long-term planning and analysis of new business opportunities Conducted due diligence reviews of acquisition targets Negotiated and reviewed a wide variety of contracts Advised on general business law and regulatory compliance matters Oversee complex accounting and financial reporting system Helped grow company from 50 employees and $90M assets in 2001 to 160 employees and $575M assets today
Chief Financial Officer and General Counsel XpansionLab, Inc, Atlanta, GA, 1999 to 2001
XL was a bricks and clicks internet startup in the area of economic development and site selection. Ramped to 30 employees before internet bubble burst. Responsibilities included operations, accounting, tax, legal, and HR.
Raised private equity funding with CEO Acquired print publications and merged into internet model
Chief Financial Officer and General Counsel First American Rental, Lithonia, GA, 1993 to 1999
FAR was a quickly growing regional chain of rental-purchase stores ($25M in revenue, 200 employees) that rented consumer electronics, appliances, and furniture. Recruited to help revitalize the business and create the financial infrastructure to support rapid growth. Responsible for finance, accounting, legal, tax, HR, and insurance functions.
Worked with the Executive Committee to define the companys business plan, strategic objectives, and financial model Negotiated line of credit facility that took out expensive noncooperative lender, allowing the company to transition from defensive position to aggressive growth Implemented a formalized budgeting process and designed an incentive-based management compensation plan Developed sophisticated financial models used to project cash flow needs and secure growth financing Played significant role in growing the company over three years from 15 stores to 44 stores while increasing revenue from $11M to $25M
Spent 20% of time directing the companys legal affairs. Drafted and reviewed contracts, advised on general business law matters, monitored litigation, and oversaw outside counsel.
Negotiated scores of real estate leases, loan agreements, and vendor contracts Directed the defense of a complex, multi-million dollar law suit
Financial Analyst Office of Thrift Supervision, Atlanta, GA, 1989 to 1993
OTS is the federal agency that regulates the thrift industry. Joined agency at the height of the S&L debacle, the nations worst financial crisis since the Great Depression. Responsible for monitoring the operations and financial condition of 20 thrifts. Focused efforts on troubled institutions and distressed real estate assets (primarily large loans and development projects).
Associate Attorney Ingersoll & Bloch, Washington, DC, at office in Sarasota, FL, 1987 to 1988
I&B offered a wide range of legal services including general corporate law, mergers and acquisitions, tax, real estate, and commercial litigation. Responsible for drafting agreements, reviewing documentation, researching legal issues, assisting with litigation, and advising on general business law matters. Concentrated in real estate loan workouts.
EDUCATION
MBA, Finance, University of Wisconsin, Madison, WI, 1985 JD, Business Law, Marquette University Law School, Milwaukee, WI, 1984 Master of Taxation Program, Georgia State University, Atlanta, GA, 1990-91 BBA, General Business, St Norbert College, DePere, WI, 1981
MEMBERSHIPS
Georgia Society of Certified Public Accountants Georgia Bar Association Florida Bar Association Financial Executives International Association for Corporate Growth |