SENIOR FINANCIAL EXECUTIVE / CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER
Results Driven Strategic and Operational Orientation Imagination and Vision
Senior financial executive excelling in driving growth and enterprise value. Continuous track record of surpassing performance expectations and delivering promised results. Builds winning organizations energized and inspired to achieve outstanding results. A new thinking leader and change driver with an unrelenting Can do attitude.
Comprehensive, in-depth knowledge of CFO/COO responsibilities. Proven ability to provide vision, lead executive teams, and be hands-on in the trenches. Manages multiple assignments in demanding environments. Boldly implements innovative solutions to mission critical challenges. MBA in finance and strategy. Big 4 experience.
Strategy, Growth & Profitability Enhancement Financial Management and Reporting
Execute turnaround, high growth and exit strategies Secured over $20 million for growth financing
Margin increase by customer/product profitability review Manage cash flow through growth and crisis times
Increase value by consistently exceeding EBITDA targets Create performance driven reporting and analysis
Systems Development & Process Improvement Acquisitions and Divestitures
Transform accounting depts into valued business advisors Manage M&A activities on buy side and sell side
Design IT systems that optimize productivity and profit Direct post-acquisition integrations
Reduce month-end closing time to one day Structure transactions for maximum net proceeds
PROFESSIONAL EXPERIENCE
Financial Management Consultant 1/07 Present
EVERGREEN GROUP, LLC Evergreen, CO
Provides C-level expertise in the areas of M&A support and financial management to small and middle market companies, especially in the manufacturing, distribution, and environmentally positive sectors. The initial engagement involved the sales of the remaining Timberline portfolio businesses and transitioning operations.
Modeled the transaction structures for optimal tax efficiency and maximum net proceeds.
Led a transaction team of experts, negotiated letters of intent, drafted contracts and executed the deals.
Performed data room due diligence review for oil & gas transaction and provided summary report to investors.
Identified strategy to achieve debt covenant ratio compliance through cash flow modeling and P&L forecasting.
Chief Financial & Operating Officer 4/01 12/06
TIMBERLINE INDUSTRIES Commerce City, CO
Timberline Industries was a privately-held holding company for a $70 million portfolio of value-added distribution companies supplying steel, pipe, fasteners, vinyl fencing, and storage systems and commercial real estate. During my tenure the company experienced three phases turnaround, fast-growth and divestiture. The initial challenge was re-establishing financial stability and profitability and credibility with lenders. Growth strategies were then identified and realized. As business valuations peaked, I orchestrated the sale of the largest business unit.
Developed and executed on strategic plans, business restructuring and customer profitability enhancements.
Hired high quality staff to strengthen internal team capabilities and build a results-oriented culture.
Developed business case models for new product lines, branch expansion operations and real estate investments.
Introduced new techniques for improved cash management, forecasting, internal controls and reporting.
Secured over $20 million of growth financing in credit lines, equipment financing and real estate mortgages.
Executed a supply contract and economic development agreement to launch expansions.
Benchmarked healthcare benefits against competitors and limited cost increases to 5% annually.
Minimized several state tax challenges by presenting compelling nexus and other legal arguments.
Vice President, Finance 4/94 9/00
KWAL HOWELLS, INC (a subsidiary of Williams PLC) Denver, CO
Kwal Howells was an $85 million coatings manufacturer, distributor and retailer with two plants and 53 stores in six states. Williams PLC transferred me to Kwal to solidify the financial leadership enabling the company to grow sales 130% and profits 160% over those 6 years and consistently beat targets. The primary challenge was building the personnel competencies, IT systems, information reporting and financial controls ahead of the growth curve.
Implemented forecasting and closing procedures for more timely and accurate information.
Designed and implemented multi-functional proprietary point of sale system utilizing leading edge technology.
Integrated two strategic acquisitions in 18 months. Ensured required payback metrics were achieved.
Re-organized accounting/admin functions to better support operations and focus on growth dynamics.
Managed relationships with banks, risk carriers, external audit firms, benefits providers and legal firms.
Assistant Division Financial Director 8/92 4/94
WILLIAMS PLC - North American Consumer & Building Products Division Rye, NY
Williams PLC was a $3 billion English conglomerate with a world-wide presence in Consumer & Building, Security and Fire Safety products and services. This division comprised 9 companies with $800 million in sales.
Managed internal financial reporting, control and analysis; streamlined budgeting and legal reporting processes.
Supervised an AS/400 ERP system hardware and software implementation.
Senior Audit Manager 8/84 - 7/92
KPMG PEAT MARWICK Stamford, CT
Progressive increases in responsibility over 8-year career, from assistant auditor to senior audit manager.
Conducted numerous M&A reviews for public and private entities, including Fortune 100 companies.
Involved in Initial Public Offerings and SEC reporting.
EDUCATION and CERTIFICATION
UNIVERSITY OF CONNECTICUT - Storrs, CT
Master of Business Administration -1984
Concentrations in Accounting, Finance and Strategic Planning
STATE UNIVERSITY OF NEW YORK - Syracuse, NY
College of Environmental Science and Forestry
Bachelor of Science - 1981
CERTIFIED PUBLIC ACCOUNTANT
Connecticut - 1986
PROFESSIONAL and CIVIC AFFILIATIONS
Member: AICPA - American Institute of Certified Public Accountants
Member: ACG - Association for Corporate Growth
Member: FEI - Financial Executives Institute
Member: CRES - Colorado Renewable Energy Society
Board Treasurer: Clear Creek County Board of Education 2005 Present
Head Coach: Little League Baseball Teams - 2004 2008
President, Board of Directors: Adoption Alliance adoption and foster care agency 1997-2004.
President, Board of Directors: Audubon Society of Denver 1997-2003. |
