SENIOR FINANCIAL EXECUTIVE
(Consultant or Employee)
CPA with MBA and broad experience helping the leading early-mid stage entrepreneurial company achieve its business objectives and manage its finance, administration, infrastructure, and operation functions.
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STRATEGY ... aligned $250 million 5-year economic model and $30 million capital formation to the business strategy.
CAPITAL ... raised $35 million venture capital, private equity, bank debt, and lease financing.
GROWTH ... conducted due diligence on $5-50 million joint ventures, and buy-side and sell-side acquisitions.
REVENUE ... managed financial operations during explosive revenue-growth averaging 300% over 3 years.
PROFIT ... launched multi-national operations restructure driving 43% improvement in after-tax profit.
CASH FLOW ... achieved $4.4 million cash flow increase over 3 years through process improvements.
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VERSATILE LEADER ... adept in strategic planning, capital formation, budgeting, operations, HR, legal, and IT issues.
STRATEGY-FOCUSED ... integrates financial, customer, process, and learning/growth aspects into results.
PROBLEM-SOLVER ... leads people, manages resources, and improves processes to achieve objectives.
RESULTS-ORIENTED ... builds competitive advantage by improving performance to be better, faster, and less costly.
PROVEN CONTRIBUTOR ... delivers global/holistic perspective, insightful leadership, measured results, superior ROI.
EXPERIENCE -------------------------
2005
Finance and Administration Consultant
Market development and technology integration startup in the Voice-Over-Internet Protocol (VoIP) solutions market space.
Aligned the $90 million 5-year economic model to the business model; developed the $10 million capital formation strategy.
Remain engaged as the venture now builds its management team and partner relationships, and begins raising capital.
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2005
Finance and Administration Consultant
Software development and technology integration startup in the Electronic Payment solutions market space.
Crafted the business model; developed the $20 million capital formation strategy and $100 million 5-year economic model.
Remain engaged as the venture now builds its management team and partner relationships, and begins raising capital.
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2005
Finance Consultant
National restaurants and commissary in the Family Buffet and Cafeteria solutions market space.
Aligned the $300 million 4-year growth model and $25 million capitalization strategy; initiated unique branding of buffets.
Completed objectives of the engagement, and received complimentary review.
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2004
Interim Controller and Consultant
Design and fabless semiconductor startup in the emerging Ultra-Wideband Wireless solutions market space.
Developed the $150 million 5-year economic model, raised $15 million Series A equity and bank bridge loan.
Completed objectives of the engagement, then the company proceeded with a low cost option during its product development.
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2003
Finance and Administration Consultant
Full service direct mail and fulfillment startup in the Direct Marketing and Advertising Media solutions market space.
Built the $8 million 4-year economic model; raised $50 thousand private equity and $150 thousand SBA-guaranteed loan.
Remain engaged as the venture now builds loyal customers through marketing and innovation.
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1999 2002
Chief Financial Officer, Secretary and Treasurer (Acting-Controller)
Design and multi-national fabless semiconductor spinout of Texas Instruments in the Light Sensing solutions market space.
Raised $10 million private equity, strategic support, and bank financing; achieved revenue compound annual growth rate of 300%; reduced cost of sales 15% and income tax 75%; increased profits 20X; realized over 50% return on invested capital.
Resigned to seek new company-building challenges, after the exit strategy changed, deferring liquidity indefinitely.
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1998
Freelance CPA and Management Consultant
Provided management advisory services, including financing, accounting, and tax, to individuals and closely-held companies.
Raised $5 million capital; increased revenues 30% over 3 years; reduced costs 25% in 9 months; increased profits 50% over 3 years.
Remain active as independent on part-time and ad-hoc basis, though recruited by Texas Advanced Optoelectronic Solutions, Inc.
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1996 1997
Senior Real Estate Consultant
Fortune 500 company that provides networking technology and communications worldwide.
Generated $100 million sale-leaseback transactions; managed 23.5 million sq ft in 150 countries with $570 million budget.
Completed objectives of the engagement, then the group was reorganized and relocated out of Richardson.
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1993 1996
Senior Asset Management Consultant
Receiver and liquidator of the insolvent Savings and Loan Association, and succeeded the Resolution Trust Corporation.
Liquidated $2 billion of loans, real and personal property; reduced internal audit cost $500 thousand/year (25%).
Completed objectives of several engagements, then the residual activities were absorbed by the FDIC staff employees.
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1991 1992
Operations Accounting Manager
$30 million designer, manufacturer and marketer of electronic bone-growth stimulators, post $10 million IPO.
Upgraded cost accounting process and human resources/payroll systems; reduced related cost $250 thousand/year (30%).
Completed principal objectives, then resigned to pursue greater challenges.
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1989 1990
Senior Associate
Consolidator of asset tracking and reporting systems of acquired, though insolvent, Savings and Loan Associations (SLAs).
Reduced systems to 4 from 30 (assets of $10 billion in 21 SLAs); produced 100+ subsidiary and partnership business plans.
Completed objectives of several engagements, then recruited to American Medical Electronics, Inc.
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1987 1988
Freelance CPA and Real Estate Broker
Provided management advisory services, including financing, accounting, and tax, to individuals and closely-held companies.
Raised $4 million real property mortgages and financing; brokered $2 million real property sold and leased.
Remain active as independent on part-time and ad-hoc basis, though recruited to Lavinski, Boyd & Associates.
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1983 1986
NASD Registered Representative, Licensed Insurance & Real Estate Agent
Recruited by and accepted offer form this provider of corporate and personal planning, tax-shelter investment and advisory services.
Helped the executives lead and manage their operations, finance, accounting, planning, and administration functions.
Resigned upon the companys bankruptcy following enactment of the Tax Reform Act of 1986.
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1980 1983
Senior Financial / Cost Accountant and Financial Planner
Recruited by and accepted offer from this Fortune 500 worldwide provider of communications technology and equipment.
Helped the executives lead and manage their operations, finance, accounting, planning, and administration functions.
Resigned and pursued other opportunity, after recurring contractions (eventual relocation) caused by market changes.
QUALIFICATIONS -------------------------
Master of Business Administration Finance, University of North Texas, 1988
Bachelor of Science Accounting, Wright State University, 1979
Certified Public Accountant, State of Texas, 1985, Current
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