PROFESSIONAL EXPERIENCE
Comdisco, Inc., Rosemont, IL 1999 - 2001
Director of Finance, Sales Operations, Continuity Services Division
Manage the financial operations of a 150-person global sales organization which generates $500 million in annual revenue. Primary functions include forecasting, operating and capital budget management, financial analysis, management and financial reporting, deal review, and quarterly closing functions. Act as the liaison between the Finance and Sales organizations. Pursue sales and marketing alliances. Report to the Chief Operating Officer.
- Instituted financial management practices to enhance management reporting, reduce reconciliation time at the closing of a period, and control costs. For the 12-month period ending November 2001, sales-related operating expenses declined 20% and capital expenditures decreased $16 million (as compared to the prior period).
- Worked on a cross-functional team to develop a proposal for the reduction of infrastructure costs through the consolidation of 27 North American technology recovery facilities.
- Appointed to the Executive Product Approval Committee which approves major investments and product initiatives.
- Executed a strategic alliance with an information technology company to market its proprietary recovery services in connection with the sale of in-house continuity products. The alliance will generate $12 million in annual sales.
Director of Strategic Planning, Continuity Services Division
Direct the strategic planning function. Prepare division-wide financial forecasts and capital budgets. Work with product managers to develop product-level strategic business plans and financial forecasts. Evaluate new product opportunities and the exit of underperforming products. Review business cases for capital investment. Pursue strategic alliances and acquisitions for the business unit. Report to the SVP of Product Management.
- Prepared detailed financial projections for the annual and 3-year business plans.
- Developed tools and formalized processes to monitor and forecast product-level sales, profitability, capital expenditures and return on investment.
- Worked with a team to re-package the continuity product suite and launch a series of tiered recovery services.
- Pursued the acquisition of a storage services provider and consulting practice to form the basis of a storage division.
Senior Financial Manager, Technology Services Division
Responsible for corporate development activities including acquisitions, divestitures, joint ventures and strategic alliances. Primary role is to research opportunities, conduct due diligence and financial analysis, and negotiate terms of transactions.
- Executed a $20 million network licensing agreement with a major telecommunications provider.
- Pursued the acquisition of a PC back-up company and a systems integration and consulting organization.
EVEREN Securities, Inc. (formerly Kemper Securities), Chicago, IL 1997 - 1999
Vice President, Healthcare Investment Banking Group
Execute the full spectrum of corporate finance transactions including IPOs, follow-on equity offerings, mergers, acquisitions, private placements and financial advisory assignments. Write business plans and private placement memoranda. Manage road shows for the sale of securities. Call venture capitalists and investment management firms to pitch investment opportunities. Market investment banking services. Supervise a team of associates and analysts.
- Lead-managed the initial public offering of a drug-delivery and specialty-pharmaceutical company.
- Acted as financial advisor in the sale of a $220 million medical-device manufacturer, the purchase of a $40 million biotechnology company, and a joint venture between two international pharmaceutical companies.
- Completed a total of 18 corporate finance transactions with an aggregate value of over $750 million.
- Participated in the preparation of SEC and regulatory filings such as Form S-1, 10-K, 10-Q, 8-K and 14A.
- Promoted to Vice President from Associate in January 1999.
Price Waterhouse LLP, Chicago, IL 1996 - 1997
Senior Associate, Valuation Services Group
Perform equity valuations of closely-held businesses and divisions of publicly-held companies. Build financial models including pro forma financial statements, discounted cash flow analyses and market comparable valuations. Conduct in-depth due diligence of company and financial records. Prepare written reports of valuation findings.
- Valued the contributions of two Global 50 companies to a $1 billion joint venture in the transportation industry.
- Served as financial advisor in the purchase of a $350 million supplier to a major fast-food company and the equity valuation of a $225 million manufacturing firm.
- Completed a total of 10 valuation and financial advisory engagements.
- Promoted to Senior Associate from Associate in July 1997.
Duff & Phelps Credit Rating Co., Chicago, IL 1994 - 1995
Analyst, Structured Finance Division
- Develop financial analyses to determine credit ratings for asset- and mortgage-backed securities.
- Present analyses to the credit committee and recommend rating actions.
Andersen Consulting, Chicago, IL 1991 - 1994
Financial Analyst, Technology Services Division
- Handle monthly closing functions and prepare financial statements.
- Develop operating plans, capital budgets, cash flow projections and variance analyses.
Staff Consultant, Systems Integration Division
- Design and program management information systems for clients in the financial services industry.
- Consult clients on re-engineering work flow processes and implementing information technology.
EDUCATION
University of Chicago, Chicago, IL
M.B.A. with concentrations in Accounting and Finance
University of Illinois, Urbana, IL
B.S. in Finance with Honors
DESIGNATIONS / AFFILIATIONS
Chartered Financial Analyst (CFA).
Member, The Investment Analysts Society of Chicago.
Member, The Association for Investment Management and Research. |
