Chief Financial Officer | Division CFO | VP of Finance
-- Driving exceptional results as a trusted strategic partner --
Highly accomplished and driven finance executive with a balance of corporate finance, strategic planning, and operational expertise seeking CFO, Division CFO, or VP of Finance role for a growth focused mid-size company. Over 15 year career with rapid progression in executive leadership roles at both Fortune-500 sized multi-nationals and a venture-backed startup. This unique background combines the energy, agility, and flexibility essential in fast-paced growth environments with the trust, strategic mindset, and financial expertise required to drive long-term value in highly complex global businesses. MBA from NYU's Stern School of Business. Noted for:
" Optimizing Operations & Cost Reductions: $12.5 million in free cash flow generated by championing project to in-source an overextended contract labor model implemented by prior leadership team.
" Strategic Planning & Partnership: Developed 5-year strategic plan in partnership with executive team. Enabled Realtime Worlds to raise +$80 million in equity and debt in challenging markets.
" Accelerating Growth through Investment Planning: Designed and implemented annual capital portfolio planning process. Accelerated investment in high growth / high profit businesses by nearly 10%.
" Providing Clear and Insightful Financials: Implemented a single Global Financial Planning & Analysis process and toolset for a $2 billion business after a rapid acquisition phase. Delivered greater speed, accuracy, and insight into companys financial performance and enabled sound business decisions by executive leadership.
" Team Building: Designed the initial finance support model supporting new technology organization dispersed in over 20 countries. Leveraged automation and offshore staff to balance speed with minimal investment.
Expertise & Leadership to Continuously Drive Long-Term Value:
" Financial Planning & Analysis, Budgeting
" Strategic Planning & Scenario Modeling
" Business Case Modeling & Assessment
" Decision Support
" Mergers & Acquisitions
" Capital Portfolio Planning
" Financial Reporting & KPIs
" Partner and Vendor Negotiations
" Cost Restructuring & P&L Optimization
" Organizational Restructuring
" Financial Process Design & Re-engineering
" Private Capital Fundraising
THOMSON REUTERS, INC. (NYSE: TRI), 2011 2016
The worlds leading source of intelligent information and SaaS solutions for business and professionals in the Financial, Legal, Tax and Accounting sectors, with $12.2 billion in annual revenue.
VICE PRESIDENT OF FINANCE (2015 2016)
Thomson Reuters, Enterprise Technology & Operations, Carrollton, TX / Baar, Switzerland
Prior to end of international assignment, took on additional responsibility as business partner to the Global Growth Organizations (GGO) Chief Technology Officer, supporting $1 billion revenue in emerging markets and double-digit sales growth. Tasked with build out of initial finance team (7), supporting $200 million operating budget for GGOs software development & professional services teams across 20 countries.
" Collaborated with VP, Corporate Strategy to renegotiate Thomson Reuters $100 million enterprise agreement for IBMs Watson Cognitive Machine Learning technology. Resolutions led to significant simplification and increased flexibility with a Top 5 strategic partner
" Defined and implemented new finance support model with a focus on speed, accuracy and transparency of financial results and to improve business partnership with 11 regional teams
CHIEF FINANCIAL OFFICER, TRGR | VICE PRESIDENT OF FINANCE AND ADMINISTRATION (2013 2016)
Thomson Reuters Global Resources (TRGR), Baar, Switzerland
Promoted and offered international assignment to support the companys global consolidation of intellectual property (IP), as well as be a key change agent in organizational redesign of the group in anticipation of global tax policy changes. Led local team (8) for Finance, IT and Site Operations, with additional dotted line reports from Accounting. Reported to TRGR Managing Director, member of executive committee, and site leader.
" Automated and modernized groups financial controls to replace legacy manual processes, resulting in reduction in finance staff and cost savings of over $1 million
" Partnered with Corporate Tax & external advisors on multi-billion dollar IP acquisitions and divestitures; enabling an effective corporate tax rate below 12%
SENIOR DIRECTOR OF FINANCE (2011 2013)
Thomson Reuters, Intellectual Property & Science Business Unit, Philadelphia, PA
Rejoined Thomson Reuters with directive to build a high-performing finance team of 7 staff after several years of low performance, and to re-establish partnership between the Technology and Product Management groups. Global finance lead and business partner to Chief Technology Officer. P&L responsibility for $200 million operating budget supporting $1 billion in global revenues.
" Developed model for a $20 million investment to address aging content management system & processes in the Global Editorial Operations group; driving $30 million in project savings
" Championed strategic project to right-source external contractors and build out operations in India, delivering $12.5 million of cash flow, while improving scale, quality and retention of intellectual property
" Awarded Finance Award of Excellence for designing investment portfolio process, improving prioritization of $50 million capital portfolio and accelerating investment in highest growth & profit businesses by nearly 10%
REALTIME WORLDS, INC., Boulder, CO, 2007 2010
Venture-backed entertainment software developer and publisher with over 300 staff in the United States, Scotland and South Korea. $100 million in capital invested by New Enterprise Associates, Maverick Capital, and Triple Point.
VICE PRESIDENT OF FINANCE
Recruited to join executive team implementing an organizational transformation strategy from a third-party developer into an online publisher. Global leader of Finance, Accounting, Audit, Tax, Treasury, Corporate Governance, Investor Relations, Legal, HR and Real Estate functions. Reported to President.
" Developed 5-year strategic business plan and supporting financial models in partnership with CEO, Senior VP of Business Development and CTO to drive accuracy and accountability
" Successfully raised $70 million in venture capital equity (Series B & C) and personally negotiated and structured $10 million in debt & equipment financing in challenging markets (2008 - 2010)
" Rebuilt online hosting model delivered by external consultant, reducing initial capital requirements by 56%
THOMSON REUTERS, INC. New York, NY (NYSE: TRI), 2005 2007
VICE PRESIDENT OF GLOBAL FINANCIAL PLANNING & ANALYSIS (2006 2007)
Promoted to lead Global FP&A and Financial Systems teams (14 staff) for a $2 billion global business unit that had recently gone through a rapid acquisition phase with disparate reporting systems and planning processes. Partnered with Strategy on delivering 5-year strategic plan.
" Directed the assessment and implementation of a single planning and forecasting business intelligence tool (IBM Cognos) to drive simplicity, reduce cycles, and free up resources for decision support analytics
DIRECTOR OF DECISION SUPPORT (2005 2006)
Recruited as the strategic financial partner to the Managing Director of a $250 million Investment Banking customer segment, with emphasis on acquisition modeling, strategic partnerships, and customer analysis.
VERIZON COMMUNICATIONS, INC., New York, NY (NYSE: VZ), 2003 2005
SENIOR FINANCE MANAGER, CORPORATE FINANCE, New York, NY (2004 2005)
MANAGER, FINANCIAL PLANNING & ANALYSIS, New York, NY (2003 2004)
MBA, FINANCE & MANAGEMENT, NEW YORK UNIVERSITY - Leonard N. Stern School of Business, New York, NY (2003)
BBA, FINANCE, THE UNIVERSITY OF TEXAS AT AUSTIN - McCombs School of Business, Austin, TX (1998)