SENIOR OPERATING EXECUTIVE
Unique blend of financial, operational and marketing expertise derived through a diverse 10+ year career in emerging ventures and Fortune 500 enterprises. Committed to building fiscally strong organizational structures that withstand strong and weak economic cycles, and ever-changing market trends. Innovation in vision and creativity are balanced by prudence in planning, decision-making and problem solving. Adept in optimizing people, process and technology to positively impact revenue and profit. Built immediate rapport with investors, customers and strategic partners through executive-level communication and negotiation skills. MBA degree, Big 4 consulting, and global experience encompassing the technology, financial services, entertainment, and management consulting industries.
PROFESSIONAL EXPERIENCE
CHIEF OPERATING OFFICER Jan. 2000 to Present
MONATAIR INVESTMENTS, LLC, Atlanta, GA
Start-up technology company offering a unique form of automated trading via a hedge fund and individual accounts.
Brought to a Wall Street investor and company founder, a track record of strategy, operational and financial leadership in transforming a conceptual idea to a functioning business. Outlined and developed the business model, operating structure, financial systems and technology applications that would sustain rapid growth from start-up into a multi-million dollar enterprise transacting over 3M shares and $75M in volume per month. Following business launch, assumed management for software/IT development, legal, marketing, accounting, and traditional and web-based marketing.
ORGANIZATIONAL DEVELOPMENT & NEW VENTURE START-UP
* Created a cost-effective, yet highly scalable organizational model and financial structure. Commended by top public accountants, law firms, and Wall Street brokerages for innovation in approach to business infrastructure design.
* Applied prudent fiscal discipline in the management of a self-funded venture. Developed operating budgets, expense tracking and analysis tools, routinely evaluated variances and took immediate actions to stay on course.
* Devised all audit, quality and compliance structures, and partnered with legal counsel in drafting limited partnership agreement, private placement memorandum, managed account agreements and agent contracts.
* Drove the launch of a new business within nine months of conceptual design, then the launch of a hedge fund the following year. Achieved a positive net return and outperformed benchmarks in an economically challenging market.
CUSTOMIZED & OUTSOURCED TECHNOLOGY & SERVICES
* Broke new ground in the design and commercialization of a proprietary technology platform, and quantitative-based investment models never before seen in the financial services industry.
* Built a completely outsourced transaction processing and settlement operation, and negotiated 50%+ reduction in commission fee structures to create a lower cost trading platform.
* Developed a custom web-based "performance dashboard" application to manage transactions and customer activity.
* Led detailed industry, competitive and market analysis, developed a target customer profile and outlined processes to guide clients through the sales pipeline using robust customer relationship management systems and databases.
* Identified, evaluated and selected 3rd party IT service providers and negotiated service level agreements with software developers, ISPs, web designers, hardware/communications vendors and systems integration firms.
PROJECT MANAGER 1999
MARKETBRIDGE (formerly Oxford Associates), Bethesda, MD
Privately held market research and sales consulting firm providing traditional and web-based solutions for Global 1000 companies.
Lent people, operational and client management expertise to a $10M line of business and Fortune 100 client. Developed strategies to change the global sales and marketing paradigm of a traditional field and telesales model.
OPERATIONAL & MARKET CHANGE MANAGEMENT
* Worked across a large complex enterprise and multiple functions to assess operations, processes, and cost structures. Delineated ways to leverage technology in the design of alternative lower cost, growth stimulating sales channels.
* Based on CEO's corporate marketing directive, developed a go-to-market strategy which integrated the tele and interactive web channels, enabling $80M+ in cost savings and a 20% increase in sales conversions.
* Created a fully integrated direct marketing solution for multiple divisions and product lines. Solution drove $55M cost savings and 25% increase in revenue potential through enhanced campaign development and data mining.
* Developed strategic and tactical plan to create custom B2B transaction websites to enhance cross selling/up-selling by 15-20% among large accounts across divisions and product lines.
PROJECT MANAGER 1997 to 1999
NOVELL (formerly Cambridge Technology Partners) Atlanta, GA
$586M IT strategy firm offering integration, implementation and network design services; acquired by Novell in 2001.
Recruited into a project management role, and led projects focused on operational process redesign and customer-facing strategy development. Developed a strong skill-set in budgeting, scheduling, organizational development, and people management. At peak motivated and directed teams of up to 12 professionals and managed budgets up to $250,000. Led teams within engagements for customers in consumer products, entertainment, pharmaceutical, technology and automotive industries. Evaluated web-based and call center infrastructures as options to lower costs, improve quality of service, and support traditional sales, service, supply chain and HR functions. Led "what if" analysis to determine the NPV and ROI, then outlined people and process changes necessary to migrate to new operational platforms.
INFRASTRUCTURE REDESIGN OF SALES & SERVICE
* Coordinated the integration plan of three call centers of satellite broadcast company into a cohesive customer management system for 500,000+ customers. Drove customer satisfaction up 20% and created $15M+ in sales opportunities.
* Designed a go-to-market strategy that leveraged existing supplier and distribution infrastructures of a consumer healthcare company to facilitate the launch of a web-based consumer direct sales channel.
* Supported change management to transform a major capital equipment company into a "digital" business. Overhauled process for B2B parts and supplies sales, reducing costs up to 30% and increasing customer satisfaction 15%.
TECHNOLOGY OPTIMIZATION OF HR, COMMUNICATIONS & FINANCE
* Led a team of Fortune 500 divisional managers in the redesign, aggregation and simplification of web content management processes including compliance and audit functions resulting in $3M time and labor savings.
* Facilitated the design, development and implementation of an employee intranet offering self-service HR services to 50,000+ employees of a leading pharmaceutical company. Reduced costs 25% and minimized the strain on HR staffs.
* Interviewed financial executives of a Big 3 automaker, and worked aggressively to achieve buy-in to revamp the financial processes to gain full optimization and $40M savings by implementing a new ERP system.
SENIOR CONSULTANT 1995 to 1997
BEARINGPOINT (formerly KPMG Consulting), Atlanta, GA
$2.3B business and technology strategy and implementation firm serving customers ranging from $50M to $1B+.
Joined the newly formed Atlanta World-Class Finance practice, leveraging opportunity to apply knowledge gained in MBA school. Expanded industry experience in the publishing, chemicals, high-tech, construction/building materials manufacturing and service sectors. Scrutinized and offered solutions for finance/accounting processes including revenue cycle, forecasting, accounts payable and accounts receivable.
FINANCIAL PROCESS REENGINEERING & SYSTEM UPGRADES
* Redesigned financial and lockbox programs integrating disparate financial systems gained through acquisitions. Reduced cycle time 30% and DSO 40%, producing savings of $35M, and enhancing treasury float by $8M.
* Identified process inefficiencies and prepared a global chemicals company for selection and implementation of PeopleSoft ERP solution. Supported due diligence and ROI analysis on the $5M investment.
* Facilitated a security and disaster preparedness review of financial systems, then developed a business value and cost/benefit analysis in support of system-wide upgrades for an office equipment distributor and a manufacturer.
* Identified cost savings opportunities of 25%-30% through reduced cycle times and streamlined AP, AR, and order entry systems for a concrete manufacturing subsidiary of a multi-billion dollar corporation.
FINANCIAL ANALYST 1990 to 1993
ELECTRONIC DATA SYSTEMS (EDS), US & Japan
$21B global systems management and services firm for commercial, government and international clients.
Completed a two-year finance management development program with rotations in the Retail and Government Services groups before being posted to an expatriate assignment with the Asia-Pacific region. Helped design and rollout new financial models, strategic business plans, financial reporting programs and monthly accounting close processes across multi-billion dollar divisions. Honed executive-level communication and cross-functional interaction skills. Trained eight Asia-Pacific Finance Managers on how to generate timelier, more accurate financial reports for corporate executive officers.
EDUCATION
MBA - THE UNIVERSITY OF NORTH CAROLINA, KENAN-FLAGLER BUSINESS SCHOOL 1995
Semester Abroad at Manchester Business School in England; Summer Internship in Bangkok, Thailand
BS, Finance with Honors - THE UNIVERSITY OF FLORIDA 1990 |
