EXECUTIVE SUMMARY
Senior Financial Professional with over twenty years of success as a Chief Financial Officer. Extensive experience in providing business, financial and operational leadership in fast growing and dynamic entrepreneurial companies that value skills, flexibility, big picture thinking and a non-bureaucratic style. A demonstrated success track includes raising capital, supporting significant profit increases, growth management, costs containment and building unparalleled business cultures. Leadership approach is based on a strong blend of strategic thinking, generating enthusiasm in others and instilling accountability in all stakeholders.
SELECTED ACCOMPLISHMENTS
• Significant member of executive team that raised $22.3 million in a successful IPO on AIM (Alternative Investment Market of the London Stock Exchange).
• Key member of team that raised $33 million in a private placement of convertible debt
offering that ultimately retired the Company’s debt and provide new working capital.
• Co-founded a medical supply company and led a ten year track of growing profits by creating a culture that attracted and retained superior talent.
• Key member of team that negotiated a $20 million credit facility with GE Energy Financial Services.
• Wrote a Cost Accounting Manual that became the model for the Orthotic and Prosthetic industry.
• Played a leadership role in forming the Entrepreneurial Services Group of big four accounting firm and attracted the initial clients as well as developing new professional staff.
PROFESSIONAL EXPERIENCE
SOLAR INTEGRATED TECHNOLOGIES, INC. , Downey, CA 2004-2006
Chief Financial Officer
Served on the Board of Directors in addition to managing the financial relationship with the Board. Managed critical banking relationships and was responsible for new sources of financing as well as regulatory compliance with the London Stock Exchange. Led the finance and accounting functions including planning, budgeting and reporting. Established the monthly management reporting process. Led the effort to publish the Company’s first annual report. Developed and implemented a comprehensive business planning and budgeting process.
TATUM PARTNERS, LLP., Irvine, CA 2001-2005
Financial Engagement Partner
Provided a wide range of consultant support in a national professional services firm specializing in financial and information technology leadership practices.
ORTHOMERICA PRODUCTS, INC., Newport Beach, CA 1989 - 2001
Executive Vice President & Chief Financial Officer
Co-founded custom manufacturer of orthopaedic braces. Successfully led the growth of the company to $20 million in revenue. Responsible for strategic planning, manufacturing operations, finance, accounting, information systems and human resources, risk management, legal and regulatory affairs including the FDA, HCFA and third party reimbursement issues. Managed the Company’s banking relationship and negotiated its lines of credit and borrowings. Served as the principal contact with legal counsel and coordinated the annual audit with the outside accountants. Developed operational framework at inception that led to profitable growth every year; directed the management team responsible for the Company’s ISO 9001 Certification; and, led efforts to improve the efficiency and productivity of operations, lower material and manufacturing costs and improve operating margins. Directed the financial and operational activities in Edinburgh, Scotland and Cessy, France.
ORTHOMEDICS, Brea, CA 1984-1989
Vice President of Finance & Administration/Chief Financial Officer
MAG INSTRUMENT INC., Ontario, CA 1983
Executive Vice President & Chief Financial Officer
PRICEWATERHOUSECOOPERS, LLP, Los Angeles, CA 1977-1983
Manager, Entrepreneurial Services
EDUCATION
University of Southern California, Los Angeles, California, Master of Business Administration
University of Southern California, Los Angeles, California, Bachelor of Arts
PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
MILITARY SERVICE
United States Marine Corps 1971 - 1978
Captain, Commanding Officer, X Battery, 1st Battalion, 14th Marine Regiment, 4th Marine Division |
