Career History
Executive Management, Finance & Administration (06/2002 - Present)
Job responsibilities:
A strategic and business partner to the CEO, Divisional General Managers, and Senior Management
A key member of the executive mangement team responsible for understanding the complexity of the corporate business model and the deployment of the Corporation's product portfolio, identifying areas that need immediate attention and driving effective change
Maintain the highest financial integrity across all operations
Provide strategic direction to the operational teams
Directly involved in operational issues and to drive the financial operations of the business by acting as advisor to business leadership
Drive profitable, sustainable growth and operational success through focusing on the creation of strategic value across the organization by leading the creation of effective financial/business planning strategies, developing operating cost efficiencies through effective asset deployment strategies
Oversee and direct all aspects of the Finance, Accounting, and Treasury functions (including Risk Mangement)
Oversee and direct all aspects of Contract Administration, Legal, Human Resources (including Compensation and Benefits), Recruiting, Information Technology, Facilities, Warehouse and Fulfillment activities
Establish appropriate corporate governance at all levels
Management oversight of the Company's outside legal counsels
Maintenance and development of commercial banking relationships and dialoguing with the broader financial and investment community to open financing paths to foster future expansion plans
Provide leadership in team building by focusing on attracting, hiring, training and developing talent to strengthen the financial leadership team preparing the organization for succession
Serve as Corporate liaison to the Advisory Board
Accomplishments:
Successful in driving internal organic growth through focusing on diversification strategies which include moving our products and services into new industry vericals (specifically Auto and Apparel to date) while simultaneously providing more balance to our portfolio of clients.
Successful in developing external growth strategies through Mergers and Acquisitions, and the development of Partnerships and other Strategic Alliances.
Completed the acquisition and integration of 2 companies that expanded our product portfolio and client roster while simultaneously providing an opportunity to better service our exisitng client portfolio through expanded service offerings.
Successfully formed a strategic partnership (marketing service allicance) with an east coast based company which stengthens our weakest product offering while expanding our geographical coverage to provide increased service to our exisiting and future client portfolio.
Developed and implemented a business planning and management function which focuses on company-wide budgeting and planning (short and long-term), building individual departmental or project business plans and partners with client operations to insure that the companies financial objectives are achieved while assuring client expectations are met.
Successfully moved the corporate culture from an undisciplined spending approach to a more successful approach of "spending for impact" and becoming a "planning culture" focused on executing in accordance with the pre-designed plan.
Executive Financial Management (08/2000 - 06/2002)
Job responsibilities:
Oversee and direct Treasury, Budgeting, Audit, Tax, Accounting, and Insurance activities
Insure proper financial control over the entire range of studio activities
Formulate and recommend policies on banking, receipts and disbursements of funds, securing and extensions of credit
Develop and direct all fiscal and accounting matters
Prepare and review all budgets and financial statements
Develop and approve all capital expenditure plans
Complete responsibility for the protection of the company's assets
Accomplishments:
Directed the successful set-up of an international subsidiary in Mumbai, India
Developed a plan to successfully defend the studio against an IRS challenge of the research and development credits carried on the balance sheet
Developed a plan that successfully helped fend off a $1.5MM fraudently filed lawsuit against the studio
Successfully lead a team that revamped the company's 401(k) plan and established Fidelity as the plan's administrator
Successfully developed a plan that expanded the studio's self-insured health plan to responsibily add and finance the inclusion of coverage for very progressive medical procedures
Operational Finance/Merger & Acquisition Mangement (11/1996 - 08/2000)
Job responsibilities:
Acted in the capacity of CFO/Controller for acquisition division.
Managed the financial operations for a twelve (12) state, $160M office equipment sales and service organization
Provide financial direction for a 110 member team that supported equipment sales, leasing, service and maintenance, order processing, credit and collections, financial planning and reporting, distribution and warehousing, purchasing, accounts payable, inventory management, payroll, and customer service
Responsible for the acquisition process from prospecting new targets to final purchase
Direct the successful integration of all new companies into Toshiba's network of owned dealerships
Implement profit improvement plans to maximize Toshiba's return on investment
Establish and coordinate the development of expense budgets, sales forecasts, profit planning, and capital expenditures
Develop and implement necessary procedures required for the control of remote operations
Manage and develop staff of eight (8) remote CFO's/Controllers while managing an internal staff
Accomplishments:
Key team member responsible for the development, planning, financial modeling, the building of operational and due diligence processes that were directly responsible for the successful acquisition and integration of 13 independent dealerships
Successfully merged several acquired companies into single, multi-state enterprises
Successfully participated in the development of processes and procedures that insured greater success and accuracy for the newly formed TOPAC (Toshiba Office Products Acquisition Corporation)
Successfully developed a reporting process that allowed for the seamless and timely inclusion of the financial data of the acquired companies into the Toshiba reporting process.
Converted the discounted cash flow, purchase price calculator from a cost containment model to a productivity based planning and business improvement tool
Successfully managed the accounting and financial planning department to meet internal expectations while forming support for the new business development mission of the acquisition team
Financial Management/Product Planning & Development (02/1992 - 07/1996)
Job responsibilities:
Work with the Divisional General Manager to develop strategies to meet divisional and corporation goals
Developed and maintained company and departmental budgets
Developed financial forecasting tools and updates
Performed periodic P&L analysis
Developed cost estimates for new product planning
Coordinated sales, customer service, and operations activities to meet divisional goals
Managed daily operations and long term corporate strategic objectives
Coordinated product development and marketing strategies
Managed all aspects of inventory planning and control
Coordinated inventory purchases of new and existing product
Manage Cost Accounting and the establisment and maintenance of standard costs
Manage depository operations
Accomplishments:
The successful merging of three company-owned entities to form one new company (2 year process)
Successfully formed a strategic partnership with Pioneer that allowed company to outsource warehousing and inventory management of "high value" inventory and to establish an "error free" kitting process supporting the Film and Video division
Successfully managed the relocation of a remote Accounting and Oversight group to Corporate headquarters
Senior Accountant (07/1989 - 01/1991)
Job responsibilities/Accomplishments:
M&A/Manufacturing and retail specialist participating in several large scale audit engagements annually
Supported the due diligence and integraton efforts on the RJ Reynolds/Nabisco leveraged buyout, the Great Atlantic & Pacific Tea company's acquisition of the Farmer Jack retail grocery chain, and the Petrolane Propane acquisition by the joint venture between Suburban Propane and First Boston.
Education:
MBA
BS
Certifications:
CPA (inactive) |
