SKILLS
Model new lines of business
Establish executive reporting systems
Source and negotiate new forms of capital
Liaison with investors
Implement operating budgets and control cost
Build productive staff
Oversee reporting and compliance
Install procedures and internal controls
Head due diligence activities
Lead in M&A planning and negotiations
PROFESSIONAL EXPERIENCE
Finlay Development, LLC, Jacksonville Beach, FL Jan
2007 - Present
National multi-family, senior and LIHTC development and
management company, with an average of six transactions in
the annual development pipeline and 1,800 units under
management.
Vice President and Chief Financial Officer
*Sourced, structured and executed over $50 MM in
construction, permanent debt and equity financing including
Fannie/Freddie, CMBS and FL tax exempt bonds executions.
Completed internal underwriting and analytical support for
loan sizing and structuring.
*Modeled proforma for PHA, senior and tax credit pipeline
development deals in FL and TX. Negotiated pricing and
structure with equity syndicators, including required IRR
and distribution waterfall.
*Restructured corporate and development accounting
processes and procedures. Eliminated underperforming staff
and reduced annual operating overhead by 20%. Streamlined
development project accounting on a single software
platform (Timberline) and delivered current financial
reporting on seven deals that previously were six months
behind.
Copenhill, Inc., Atlanta, GA 2004 - 2006
Entrepreneurial focused, two-person, management consulting
firm. Principal client engagements included:
Organizational Development Associates, Inc.
*Partnered with organizational development consulting firm
to develop an online, behavioral assessment instrument to
be used in client company hiring decisions. Sourced and
negotiated development agreement with PhD, subject mater
expert. Contracted and managed development of web enabled
software platform for assessment delivery. Led legal due
diligence with outside counsel to establish parameters of
use in client company hiring systems. Launched assessment
company, resulting in $1MM in first year sales and over
5,000 assessments delivered.
Atlanta Carpet Center, Inc.
*Led turnaround engagement as part-time CFO for a
distressed $20MM regional construction business. Re-
engineered project accounting and contractor billing
processes, resulting in 33% reduction in DSO. Negotiated
with key vendors and improved payment terms. Sourced $2MM
corporate credit facility to improve liquidity. Led
collection and bond claim efforts on $2.8MM of receivables
with a success rate of 87%.
Everbank, Jacksonville, FL 2003
One of the nation's largest privately held financial
services firms with $7B in assets. Provider of national
banking and lending products direct to consumers and
through a variety of business partners to over 550,000
customers.
Business Development, Advisor Mortgage Channel
*Launched new division, mortgage origination service (web
based software platform) to fifty independent broker dealer
firms, which enabled financial advisors to deliver
residential mortgages to their clients.
*Liaison with advisors to promote service, document
feedback and facilitate volume. Grew phase one launch to
500 independent advisors and initial mortgage volume of
$200MM in eight months.
Artist Group International, New York, NY 2000
A start-up backed by the principal of SFX Entertainment,
formed to roll-up the market leading firms in the music
booking industry.
Finance Director, Mergers & Acquisitions
*Authored business plan for $56MM acquisition of multiple
music booking agencies including financing plan, segment
valuations and consolidated projections. Supported
investment bankers in securing $40MM debt syndication. Led
due diligence on targeted acquisitions, negotiated purchase
and lock-up agreements.
*Managed post acquisition integration for two operating
agencies. Consolidated and managed post artist performance
settlement processes and group treasury functions.
Facilitated implementation of proprietary performance
management scheduling software, which led to a 22% gain in
annual operating profits.
Tele 2 AB, Stockholm, Sweden 1998 - 1999
One of Europe's largest alternative telecommunications
operators with over 30 million customers in 22 countries.
Service offerings in fixed-line, mobile phone, cable
television and internet services.
Joint Venture CFO, Q-GSM, Baltic States Mobile Division
*Led due diligence team in $110MM acquisition of mobile
telephone operator in Estonia. Resolved discrepancy
between billing system and general ledger, resulting in
$10MM valuation adjustment.
*Managed 15 person finance, accounting, information
technology and internal audit team. Performed USGAAP month
end and annual financial reporting. Determined long-term
capital expenditure plan to optimize ROI.
*Performed competitor pricing analysis and outlined service
differentiation strategy to support marketing efforts and
gauge effectiveness. Analyzed billing system data to
develop two new prepaid service plan offerings, which
resulted in a 33% growth in new subscribers.
Metromedia International Telecommunications, Inc.,
Stamford, CT 1995 - 1997
An investor and joint venture operator of telecommunication
and media assets in Eastern Europe and Russia.
Joint Venture CFO, Baltkom GSM
*Served as finance and accounting lead for a start-up
mobile telephone company in Latvia. Developed financial
reporting and internal control systems. Managed cash flow
and prioritized vendor payment schedule during first year
$60MM network build and launch.
*Managed USGAAP financial reporting for three properties
within the radio group (Budapest, Moscow, Riga, Sochi).
Reviewed corporate tax position for Hungarian venture,
reducing annual tax liability by 52%.
EDUCATION
Georgia Institute of Technology, Atlanta, GA 2002
Master of Business Administration, Finance and Accounting
GRA, Center for International Business Education and
Research (CIBER)
Washington and Lee University, Lexington, VA 1993
Bachelor of Arts, Russian Studies |
