SENIOR FINANCIAL EXECUTIVE
SUMMARY
Seasoned financial executive with extensive experience in all aspects of accounting and finance. Directed the financial affairs of both private startup ventures as well as NYSE listed public companies. Strategic partner with CEO's / CFO's in driving business growth, improved performance and enhanced shareholder value. Developed accounting and financial reporting systems and established financial and internal controls. Enhanced liquidity thru effective cash management systems. Negotiated complex debt and equity financings. Maintained positive relationships with financial institutions, private equity firms and outside investors. Managed risk management programs and reduced premiums by working with insurance brokers in the marketing and procuring of property and casualty policies. Teamed with executives, financial advisors and attorneys on the completion of several successful liquidity events.
CORE COMPETENCIES
Accounting and Financial Reporting; Treasury and Cash Management; Mergers, Acquisitions, and Divestitures; Insurance and Risk Management; Debt and Equity Financing; Budgeting; Financial Planning and Analysis; Taxation; Transportation and Logistics; Integration of Startup Ventures.
PROFESSIONAL EXPERIENCE
Port Logistics Group, Inc. The nation's leading gateway logistics service provider to retailers and manufacturers at major US ports with revenues in excess of $200 million.
Corporate Controller 2008-2016
" Responsible for accounting and financial reporting, treasury and cash management, insurance and risk management, and taxation.
" Integrated the accounting and financial reporting for several acquired businesses. Supervised the installation of a common financial and accounting software package.
" Designed and implemented a centralized cash management system that minimized balances outstanding under the credit line resulting in over $750,000 of interest savings.
" Coordinated with insurance brokers the marketing and procurement of property and casualty insurance policies resulting in premium cost savings in excess of $1 million. .
" Key member of a team of executives, attorneys, and financial advisers that orchestrated the sale of the Company to a private equity firm. Coordinated financial and legal due diligence.
RoadLink USA, Inc. Leading provider of intermodal trucking and logistics services with revenues in excess of $200 million.
Senior Vice President, Secretary, Treasurer & Controller 1999-2007
" Directed the financial affairs of the Company including accounting and financial reporting, treasury and cash management, taxation and financial services.
" Key role in the formation of the Company through the acquisition of seven businesses. Responsible for financial due diligence, negotiation of the merger agreements, etc.
" Negotiated a $60 million financing consisting of several layers of debt and equity securities.
" Directed the centralization of the financial services functions resulting in a $1 million annual cost savings. Supervised the installation of a common accounting and reporting system.
" Enhanced liquidity thru effective cash management techniques.
U.S. Legal Support, Inc. Start-up venture formed to consolidate companies in the litigation support industry, including court reporting, record retrieval and temporary staffing.
Chief Financial Officer 1997-1998
" Directed all financial aspects of the Company including accounting and financial reporting, treasury, taxation, mergers and acquisitions, due diligence, etc.
" Completed 12 acquisitions with revenues in excess of $25 million.
U.S. Delivery Systems, Inc. Provider of same-day local delivery services in the United States with revenues of approximately $800 million. Listed on the New York Stock Exchange (NYSE).
Vice President and Controller 1995-1997
" Directed financial activities related to accounting, external and operational financial reporting, SEC compliance, Federal, and state income taxation.
" Involved in over 20 acquisitions with revenues in excess of $420 million. Responsibilities included financial due diligence and integration of accounting and reporting systems.
Moorco International, Inc. International supplier of fluid measurement and control products with annual revenues in excess of $200 million. Listed on the NYSE.
Vice President and Controller
Assistant Controller (Predecessor Company) 1979-1995
" Directed all financial activities including accounting, financial reporting, SEC compliance, treasury and cash management, planning, budgeting, analysis and taxation.
" Liquidated $115 million of acquisition debt through effective cash management, divestitures of non-core businesses and proceeds from a successful IPO.
" Directed tax-planning activities that generated over $1 million in annual Federal, state and foreign income tax savings.
Arthur Andersen & Co.,
Audit Manager 1969-1979
Responsible for planning, coordinating, supervising and performing high-quality professional service for many of the larger clients in the Tampa Bay office.
EDUCATION
Pennsylvania State University - B.S., Accounting
PROFESSIONAL
Certified Public Accountant, Florida, Retired
American and Florida Institutes of Certified Public Accountants |
