Finance Executive and C-level Business Partner with proven success in transforming US/international organizations to support senior-level decision making, record growth/profitability and a competitive edge. Quick study with track record across industries.
Corporate Finance/Controls • Change/Turnaround Management • Strategy & Tactical Execution • Investor Relations • IPOs • M&A
Strategic Thinker represents company’s best interest. Successfully partners with CEO to optimize stakeholder value.
Transformed $45 million multinational company from $13 million loss to profitability and above-average ratios in 18 months. Restored financial health, securing $20 million debt financing; spearheaded roadshow and championed successful IPO.
Fueled $1.3 million bottom-line improvement, turning $13 million US subsidiary from 5% loss to 5% gain in 1 year. Led 1st intercontinental consolidation of financial statements. Positioned $27 million parent for successful sale (7x cash flow).
Led campaign to build audience of ~100 private equity prospects; developed roadshow strategy and delivered presentations.
Stabilizing Leader leverages financial and operations expertise, insight and judgment to ensure sustainable business practices.
Achieved $500K (50%) savings; migrating high-tech manufacturer into new plant layout and clean room space.
Propelled on-hand part availability from 65% to 85% while reducing required inventory levels by $1.2 million (20%).
Delivered $500K (35%) cost savings by rationalizing 6+ global finance organizations and unifying disparate systems.
MBA, Harvard Business School BA, with highest honors, Economics, Phi Beta Kappa, University of California, Davis
Former Treasurer/Board Director of a nonprofit commercial real estate management organization
Formerly certified as Fellow by American Production and Inventory Control Society
PROFESSIONAL EXPERIENCE
Management Consultant, Interim CEO/Chairman/CFO 2001 – Present
(provides strategic direction and C-level financial leadership to small and mid-tier companies and nonprofits)
Interim Chairman/CEO: Recruited to devise repositioning strategy and enhance ability to convert sales leads.
Interim CEO/Consultant: Tapped to coach CEO through transformation of nonprofit charitable donation processing company. Hired CFO, increasing visibility of financial challenges. Led company closure.
Advisor to manufacturer transitioning to new facility. Reduced 4 budgeting cycles to 2 for life sciences company.
CFO 2000 – 2001
(global provider of HRIS recruiting software solution)
Led 15-member finance, IT, facilities and legal staff supporting $20 million revenue and commercialization of intellectual property.
Penned operational/financial strategic plans, recruited investment bankers and developed placement memorandum/roadshow.
CFO, VP of Finance & Administration 1991 – 2000
(semiconductor manufacturer with focus in plasma etch and deposition systems markets)
Recruited by CEO and Board to manage global finance organization and drive turnaround of $45 million troubled LBO with substantial losses and 70% of revenue base generated from European and Asian operations.
Directed regional controller team across Taiwan, Korea, Japan, Germany, France and Italy. Consolidated operations into US.
Synthesized weekly sales, operations and finance functions to identify potential backlogs and eliminate balance sheet surprises.
Instituted management control systems to increase predictability/accuracy of sales bookings and enhance transparency.
Restored confidence and credibility with Board investors. Raised $38 million in IPO (top of price range), $7.5 million in secondary PIPE transaction. Prepared 10K, 10Q and 8K reports; delivered earnings presentations to management and investors.
CFO 1988 – 1991
($27 million US- and UK-based manufacturing company specializing in control systems for power, marine and rail engines)
Hand-selected by CEO as key member of turnaround team. Managed 15-member staff supporting finance, accounting and IT.
Quickly identified root causes of losses within materials management and manufacturing planning/controls.
Restructured organization, instituted new processes and established culture of accountability, discipline and cost containment.
Directed development of company’s 1st GAAP-based, consolidated financial platform and reporting of international results.
Fortified financial structure/reporting, positioning organization for potential sale and rigorous due diligence.
Co-led negotiations to sell company in 2-stage auction. Secured 7x cash flow with no holdbacks in escrow.
Principal 1985 – 1988
(Operations management consulting firm to rapidly growing high technology companies)
Led customer support operation for a data subscription client during new product launch, with smooth introduction, 50% reduction in wait times and clear responses to customer inquiries.
Performed diagnostic reviews and implemented recommendations resulting in materially reduced inventory levels, lead times and part shortages and improved deliveries for small to large Silicon Valley companies.
Led multiple projects evaluating and selecting integrated planning and control system packages.
Senior Manager 1981 – 1985
(Systems and business management consulting firm) 1976 – 1979
Led consulting and systems design and implementation projects for clients in the banking, credit card and manufacturing industries.
Developed business plans and implemented financial planning, billing and accounting systems. |
