Seasoned financial executive with 22 years experience (including CFO & VP Finance positions), covering mainstream, start-up and public accounting businesses. Experienced in small start up companies to large public corporations, strategic M&A activities, fundraising, restructuring and managing significant revenue growth. |
SUMMARY
Seasoned financial executive with 22 years of experience (including CFO & VP Finance positions) covering mainstream, start-up and public accounting businesses. Experienced in small start up companies to large public corporations, strategic M&A activities, fundraising, restructuring and managing significant revenue growth.
Technology Company - One
Chief Financial Officer 2001 to Present
Developer, manufacturer and distributor of electronic products. In charge of all financial aspects, including financial re-engineering, restructuring of operations, business modeling, and portfolio management for several independent companies located in the US, Europe and Asia. Major projects to date include:
•Managed the restructuring of one company into 2 strategically focused corporations
•Implemented new policies, procedures and business line reporting to improve business transparency, enabling strategic financial decision making
•Performed portfolio reviews and guided businesses through strategic re-alignments
•Managed the review of M&A candidates and due diligence
Technology Company (Company sold)- Two
Chief Financial Officer 1999 to 2001
Responsibility at this Venture backed startup included business modeling, fundraising, pre-IPO planning and strategy, SEC regulations, new business systems, financial brokerage operations, network operations, HR and Legal Affairs. Major projects included:
•Managed, negotiated and successfully closed on fundraising
•Planned and executed strategic restructuring of the Company
•Managed the acquisition (M&A) of a competitor, valuation, due diligence and post merger integration
•Restructured finance, HR and Legal departments in preparation for an IPO
•Negotiated and managed sale of Company and its assets
Technology Company - Three
Chief Financial Officer 1996 - 1999
VP Finance & Controller 1993 - 1996
Controller 1992 - 1993
Joined this high technology hardware & software developing, manufacturing & distributing group to assist with the establishment of a sound consumer focused corporation. In 1996 joined, as CFO and co-founder, a spin out subsidiary to capitalize on PC/Internet software and internet opportunities. Served in the dual position of Assistant CFO, since inception, for foreign subsidiaries in Toronto, London and Mexico City. Was directly responsible for major projects such as:
•Negotiated and orchestrated public debt issuances
•Restructured periodically the Accounting and Planning functions to handle the significant growth in Revenue from $100M to $1.5B
•Developed new policies and procedures to control various company functions, including controls over Software Development costs, Operations, HR, etc.
•Managed the acquisition of several companies, target valuations, due diligence and its transition into the corporate culture
•Managed the incorporation and growth of new companies into new territories inside and outside the US, Canada, UK and Mexico
•Planned and managed the sale and/or closure of various non-feasible divisions
•Led the preparation and negotiation of an APA with the IRS
•Reorganized a foreign subsidiary and acted as COO/CFO
•Co founded a new independently owned internet company. Set up business plans, policies, etc. and joined Newco later as CFO, in charge of finance and operations. Prepared Newco for an IPO.
PriceWaterhouseCoopers
Senior Manager 1979 - 1992
•Worked during +12 years in various positions
•Focused heavily on Hi Tech large and small clients
•Experienced in several Initial Public Offerings.
•Instructed C&L classes on “Going Public” to clients and non-clients.
Education, Personal & Other
Certified Public Accountant Qualification - CPA
Board Member at 2 independent technology companies
U.S. Citizen |
