Position	CFO, Controller, Treasurer
Location Confidential	No
Location	No preference
Willing to Relocate	Yes
Industry	Financial-Insurance
Function	FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Compensation	$100,000 to $200,000
Resume Summary
Finance generalist experienced leading reporting (management, GAAP, SEC), operations, strategic planning, internal audit, taxation, IT, investments, cash management, international accounting and banking relations. Strong analytical skills and substantial transactional record including M&A, debt and asset syndications. CPA, CFA, MBA (Harvard).
Resume Body      CFO, CONTROLLER, TREASURER
PROFILE Corporate finance professional with strategic planning, CFO, controller, treasurer, internal audit, general management, M&A, financing, and investment experience. Accomplishments include: • Performing operations analysis and recommending efficiency improvements; evaluating capital projects; selecting and implementing systems to support business operations; and establishing performance benchmarks. Gathering and analyzing competitor information. • Creating models, metrics, and databases to enhance decision making. • Preparing projections and valuation analysis, managing due diligence on acquisitions, writing offering memorandum, negotiating terms on divestures, and collaborating on new business ventures. • Financing assets and negotiating loans to enhance liquidity, improving working capital management. • Building teams and mentoring direct reports to assume more senior roles. EXPERIENCE WJG ASSOCIATES 2002-Present Consulting practice specializing in capital markets and strategic analysis and planning. Principal Clients include Commerce Insurance, Hewlett Packard, Plymouth Rock Assurance, DQE Financial, Yale Material Handling and Moody’s Investors Services. PLYMOUTH ROCK ASSURANCE COMPANY 2003-2006 Personal lines insurance company. Group operates in Massachusetts, Connecticut, New Hampshire and New Jersey. Director of Strategic Planning (8/2003 – 12/2006) and Internal Audit (8/2003 – 11/2005) Responsibility for providing sophisticated financial and business analysis for senior management as a direct report of the CFO. Projects include: creating “dashboard” metrics for management; building an enterprise cash forecasting and management system; supporting the evaluation and implementation of operational improvements; evaluating acquisition targets; long term planning; performing cost/benefit analyses of capital projects; and evaluating industry and competitors performance. As head of Internal Audit upgraded staff, expanded the audit mission to include all Company functions, designed audit plan to emphasize high risk operations issues and developed a Sarbanes Oxley implementation plan approved by the Board. DQE FINANCIAL CORPORATION 1997 – 2002 Investment subsidiary of DQE, Inc. a NYSE company, and an affiliate of Duquesne Light Company of Pittsburgh, PA. Vice President – Business Development, DQE Financial Corporation (1998-2002); Consultant (1997-1998) Managed all operations of a real estate investment business for Treasury group. As consultant provided strategic analysis of investment businesses and performed a review of compliance procedures. • Achieved business development and profitability goals 1999-2001. • Identified, negotiated and closed project finance and real estate investments with sales value of $200 MM. • Improved performance measurement system, implemented stronger procedures and controls for guaranteed portfolio reducing expected guarantee losses by $1.8 million (78%). • Accelerated investor reporting delivery time by an average of 45 days. • Contributed to strategic review of business by applying cost of capital and Economic Value Added analysis to evaluate investment categories, modeling yield guarantee opportunity using Monte Carlo simulation, and analyzing new business opportunities in three new areas. CHANCELLOR CORPORATION 1991 – 1997 Publicly traded financial services company under stress. Stabilized and ultimately sold in 1997. Chief Financial Officer, Vice President-Treasurer • Managed treasury, credit, MIS, all controller functions including SEC reporting and investor accounting (partnerships and trusts) for $1 billion in assets under management. Developed multi-profit center analysis that clearly highlighted under-performing areas. • Integrated credit, asset, pricing, and market analysis into the investment committee decision making process. • Negotiated eight-figure term loan renewals and new warehouse credit line, obtained underwriting commitment for a secondary equity offering; ultimately closed private equity transaction. • Quantified and controlled portfolio risk as underwriting moved to higher margin, higher risk credits. Established quantitative basis for valuing assets; conceptualized and implemented Web business. WANG LABORATORIES, INC. 1984 - 1991 Minicomputer system provider. Wang Credit Corporation (“WCC”) is the financing subsidiary. Controller - Americas, Asia, Pacific Area; Vice President - Finance and Treasurer, WCC As international controller managed finance and MIS staff supporting $400 MM sales at 12 subsidiaries. Accomplishments include implementing corporate restructurings; improving working capital management; financing assets in Taiwan and Australia; and designing subsidiary performance metrics and management bonus plans. Collaborated with tax and treasury groups to maximize after tax cash flow. At WCC managed financing and operations, structured large transactions, and established products and pricing. Replaced weak system that established accountability and a 50% efficiency improvement; negotiated 350 basis point improvement in financing costs, raised over $1 billion placing leases; and created a residual value team that doubled realized values. Prepared an offering memorandum, solicited buyers, and negotiated $150 MM sale of subsidiary. Also a key team member in another nine figure M&A transaction. RAYTHEON COMPANY 1980 - 1984 Defense and commercial electronics firm. Raytheon Data Systems (“RDS”) is the computer peripheral division. Director of Customer Finance and Contracts, RDS; Investment Manager; Sr. Treasury Analyst HERITAGE TRAVEL, INC. 1977 - 1980 Travel services company for the corporate market. Treasurer and Controller ERNST & YOUNG 1974 - 1975 Big Four CPA firm, formerly Arthur Young & Company. Staff Accountant EDUCATION M.B.A., HARVARD BUSINESS SCHOOL, Cambridge, MA 1977 J.D., SUFFOLK LAW SCHOOL, Boston, MA 1985 B.S., Accounting, PENN STATE UNIVERSITY, State College, PA 1974 PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS Chartered Financial Analyst; Certified Public Accountant, New York, Institute of Internal Auditors, Financial Executives International, AICPA, Boston Security Analysts Society, Massachusetts bar.
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