SENIOR FINANCE EXECUTIVE / SENIOR MANAGEMENT EXECUTIVE
CFO / Treasurer / Controller / Director / Division Head / Senior Vice President
Distribution, Manufacturing, Financial Services and Technology Companies
Dynamic senior management career supporting high-growth organizations with expert financial, operating and organizational leadership. Successful in building synergy between finance, operations and marketing to support strategic business objectives and drive profitable growth. Strong leadership, communications, negotiation, interpersonal relations and analytical skills. Decisive, solutions-focused and results-oriented. Expertise includes:
· IPO Experience
· Strategic Planning & Organizational Leadership
· Productivity & Efficiency Improvement
· Team Building & Leadership
· Mergers & Acquisitions
· Information Systems & Technologies
· Banking, Lending & Investing
· Client Relationship Management
· Cost Reduction & Avoidance
· Public Relations & Media Affairs
Professional Experience:
MAJOR GLOBAL FINANCIAL SERVICES COMPANY -Director of Business Development (2001 to Present)
Senior Business Development Executive specifically recruited to transition Business Services Division from a provider of financial and business advisory services to mid-market organizations into a leading competitor in the large corporate business services market. Responsible for raising the profile of this division through strategic partnering, cultivating relationships at senior levels, and developing sales and marketing strategies to support increased visibility and profitability.
· Developed sales strategy focused on leveraging the brand to cultivate lead generation and cross-sell opportunities resulting in the creation of over twenty-five new and/or pending large corporate relationships.
· Initiated over seven strategic relationships designed to generate lead referrals and/or expand the financial and business services offering to large corporate entities.
· Increased fee income for specific business service by approximately 30% for the year while positioning company as a market leader in this strategic financial services segment.
· In process of developing national sales organization strategy to support business development objectives and capitalize on marketing initiatives in the large corporate segment.
LEADING WEB-BASED LEARNING TECHNOLOGY COMPANY -Chief Financial Officer (2000-2001)
Recruited by CEO to significantly enhance financial capabilities and position this market leader of on-line, skills-based learning products and services for an initial public offering. Reporting to the CEO, functioned as the senior finance and operating executive, possessing full management responsibility for all financial and accounting areas, technology, legal, human resources, investor relations and facilities. Recruited, trained and led a staff of 50 through 4 managers. Reported directly to CEO.
· Partnered with CEO in raising $20 million of new equity.
· Directed cost reduction initiatives and operating efficiencies resulting in annual savings of $13 million.
· Revamped corporate revenue recognition practices to provide more consistent and reliable financial reporting.
· Enhanced quality and timing of financial reporting, budgeting and cash flow forecasting.
GLOBAL SUPPLIER OF PRODUCTS & SERVICES TO WIRELESS COMMUNICATIONS INDUSTRY -Chief Financial Officer and Treasurer (1994-1999)
Recruited to become the CFO & Treasurer with this high-growth supplier of products, technologies and components for the wireless communications industry. Challenged to provide financial, operational and organizational leadership, strategic vision and direction to accelerate growth and prepare for successful IPO. Responsibility included entire financial function, SEC compliance and reporting, corporate development, strategic partnerships, regulatory affairs, and investor relations. Previously had responsibility for distribution, logistics, human resources and benefits, legal, vendor relations and customer transactions with five direct reports and responsibility for 100 employees.
· Partnered with CEO to complete a very successful IPO resulting in stock appreciation of 255% realized within the first two years of the initial public offering.
· Driving force behind tremendous growth and expansion of the company with average compounded annual revenue growth of 22% and net income growth of 32%.
· Positioned company as one of Fortune’s 200 fastest growing companies for two consecutive years. Maintained finance and accounting staff at consistent levels despite accelerated corporate growth.
· Enhanced productivity improvements and consistency of operations and business processes as Project Leader of ISO 9002 certification program.
· Executive Sponsor/Project Leader for Oracle financial software implementation. Project completed in 120 days and below budgeted costs.
· Instituted and Chaired Business Investment Committee responsible for evaluating return on investments and approving all major capital expenditures, marketing programs, and new business initiatives.
MAJOR REGIONAL BANK
-Senior V.P.-Asset Based Lending (1992-1993)
-Division Head-Middle Mkt. Lending (1990-1991)
-Managing Director–Corporate Finance (1988-1989)
-Vice President–MNC Investment Bank (1986-1987)
-Group Manager–Corporate Lending Div.(1983-1985)
Promoted through a series of increasingly responsible senior management positions directing high volume commercial lending operations for one of the largest lending institutions in the region. Supervisory responsibility for up to 85 professionals.
· Planned and directed the consolidation of middle-market lending operations following the acquisition of two major banks.
· Merged and consolidated the lending and operational functions of two major divisions resulting in over $3 million in annual expense reduction.
· Spearheaded successful marketing and business development programs resulting in $175 million in new loan volume and $3.4 million in new fee income.
LEADING GLOBAL POWER TOOL MANUFACTURER
-Plant Controller (1981-1982)
-Financial Manager (1976-1980)
Recruited to become a member of management development program, specifically assigned to the company's second largest division. Plant Controller for the Company’s largest manufacturing facility responsible for standard costing, managing pricing, developing proposals and budgets, financial and production planning, and financial analysis functions. Led several automation projects to enhance technology and analytical competencies, introduced computer graphics for financial reporting, and redesigned/enhanced financial modeling and forecasting processes.
MAJOR REGIONAL BANK
-International Lending Officer (1974-1975)
-Credit Training Program (1973)
Education:
MBA (Finance), Loyola College, 1982. |
