Seeking a leadership role in strategic planning, business development or strategic finance in an entrepreneurial, multinational business striving to achieve performance excellence and growth.
STRATEGIC FINANCE / OPERATIONS EXECUTIVE
Extensive experience delivering high-value profit and cash flow enhancement solutions for businesses in the areas of business process improvement, financial analysis, valuations, economics consulting and transfer pricing. Demonstrated continued career growth while managing multi-disciplinary business initiatives that require drive, strategy, creative problem solving, integrity and strong communication skills. Qualifications include an MBA in finance and international business from a leading business school, a CPA, a three-year overseas assignment and over ten years with a Big 4 firm.
COMPETENCIES
- Business process improvement
- Plant layout and process design
- Applying lean principles
- Automation
- Operational design
- Value chain analysis
- Cost analysis and allocation
- Joint venture economic analysis and pricing
- Valuations
- Financial and operational benchmarking
- Intercompany pricing
- Cost sharing
- International experience
- Team leadership
- Project management
- Business development
EXPERIENCE
Senior Vice President, Investment Banking Firm, 2007 ¡V Present
Senior Manager, Big 4 Firm, 1997 ¡V 2007
Industrial Engineer, US Postal Service, 1992 ¡V 1995
Project Engineer Consultant, Pratt & Whitney Aircraft, United Technologies, 1991 ¡V 1992
Co-op Industrial Engineer, Nova Biomedical Corporation, 1990 ¡V 1991
EDUCATION AND CERTIFICATIONS
M.B.A., Finance and International Business, University of Chicago GSB, 1996
B.S., Industrial Engineering, Northeastern University, Boston, MA, 1991
CPA, 2008
Licensed as a General Securities Registered Representative (Series 7, 63), 2007
CIRM - APICS Certified in Integrated Resource Management, 1999
CAREER HISTORY
2007 - Present
Investment Banking Firm
Senior Vice President
Founding member of the firm¡¦s Business Analytics & Transfer Pricing Services practice. The team solves complex pricing, valuation and profit enhancement situations involving M&A, inter-company transactions and joint ventures. Advise senior executives on aligning business processes, strategies and initiatives with transfer pricing and tax systems of multinational company supply chains; increasing annual after-tax profits of clients by $5 to $20 million while reducing risks and improving performance measurement systems. Select experience:
Determined the buy-in payment by the Irish subsidiary of a $1 billion software company for the non-U.S. economic rights of intellectual property related to an acquisition.
Restructured the transfer pricing system of an $800 million medical products multinational company to improve performance measures, promote revenue growth and reduce risks.
Developed a framework to collect data, conduct research and perform analytics to satisfy multiple valuation purposes.
Founded the Twin Cities Valuations / Transfer Pricing Forum, a group of $5 billion + companies that identifies, develops and implements leading practices in transfer pricing, analytics and valuations.
1997 - 2007
Big 4 Accounting Firm
'05 - 07
City Office Market Leader - Transfer Pricing and Economics Consulting Services
Recruited internally to lead the Twin Cities transfer pricing and economics services practice; a market leading practice that is three-times larger than Belgium and includes fourteen economists. The team solves complex pricing and valuation situations involving inter-company and joint venture relationships for multinational and domestic clients. We advise senior executives on the alignment of business processes, strategies and initiatives with transfer pricing and tax systems of multinational company supply chains; increasing profits of our clients by $50 to $100 million while reducing risks.
Recruited four new hires and retained 100% of the existing team by fostering a participative and engaging environment. As a recognized leader within the firm¡¦s global practice, I routinely lead internal training courses and speak at client seminars.
'02 - 05
Country Practice Leader
Hand-picked by the firm's Global CEO of Transfer Pricing for a three-year international assignment. Since taking over the practice, revenue doubled over three years while team profitability was two to three times higher than other practices in the Belgian market. The following table is a performance summary of the practice:
% Change Size of
in Revenue the Team
¡¦03 +21% 5.5
¡¦04 +30% 7.5
¡¦05 +33% 8.5
Led, managed and directed our team¡¦s efforts to enhance capabilities, efficiency and productivity in delivering solutions to clients by: i) streamlining processes to increase value; ii) mentoring professionals to elevate performance and personal career management; iii) introducing project management approaches to closely match project deliverables and work-plans with client needs; and iv) implementing techniques such as the Minto Pyramid to improve quality and technical writing.
'97 - 02
Senior Manager
Chicago, Illinois
Recruited to facilitate the firm¡¦s global effort to develop methods and frameworks that integrate tax and transfer pricing planning to maximize profits of client company supply chains.
Highly experienced in performing economic studies to develop and defend transfer pricing on cross-border transactions for multinational companies. Possess keen ability to analyze business processes and value contributions to determine the allocation of economically justified profits among corporate operational and legal entities. Analyzed license agreements to benchmark technology and trademark royalty rates; utilized financial ratios to perform financial benchmarking; and refined benchmarking analyses to increase their comparability with the tested party.
Developed technical and management skills by completing firm sponsored training in Lean Manufacturing, Supply Chain Management, Transfer Pricing, Project Management, Ariba, Selling For Value and Executive Presence.
1998 - Promoted from Senior Consultant to Manager.
2000 - Promoted to Senior Manager.
2002 - Country Practice Leader - Transfer Pricing Supply Chain Services.
1992 - 1995
US Postal Service
Industrial Engineer
Led a six member team to design, equip and operate the Chicago O’Hare 250,000 sq. ft seasonal processing operations; a critical distribution center for the metro area and the rest of the country that had shut down in the three prior years due to gridlock and poor planning. With an annual budget of $2 million, critical aspects included operational layout, equipment and staffing to promote efficient mail processing and meet capacity requirements based on expected volume and complex arrival patterns. Streamlined processes, decreased man-hours by 22% and avoided shut downs for the first time while processing over three and a half times the volume processed during the previous year.
Implemented voice-activated technology on parcel sorting machines to increase throughput by 20% yielding an annual savings of over $600,000.
Integrated automation equipment (optical character readers, bar code sorters) into mail processing plant operations. Identified and implemented leading mail processing practices.
1991 - 1992
Pratt & Whitney Aircraft, United Technologies
North Berwick, Maine
Project Engineer Consultant
Analyzed product work flows and prepared recommendations to reduce lead times by addressing product weld quality problems, streamlining part inspections, reducing lot sizes and condensing production schedules. Lead times reduced from eight weeks to less than two weeks over the following two years.
1990 - 1991
Nova Biomedical Corporation
Waltham, Massachusetts
Industrial Engineer, Co-op
Designed and implemented process improvements and plant layouts to increase operational efficiencies and streamline material flows. Process improvements included assembly line balancing projects using time and motion studies to analyze and distribute the workload evenly across workstations, increasing line throughput by 20% to 30%.
EDUCATION AND CERTIFICATIONS
M.B.A., Finance and International Business, University of Chicago, 1996
B.S., Industrial Engineering, Northeastern University, Boston, MA, 1991
Diploma, The European Union, Institut D¡¦Etudes Politiques de Paris, Paris France, 1996
American Production and Inventory Control Society (APICS), Certified in Integrated Resource Management (CIRM), 2001
Certified Public Accountant (CPA), 2008
MEMBERSHIPS
American Production and Inventory Control Society (APICS)
Minnesota Society of CPAs
American Society of Appraisers (ASA) |
