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Senior Finance and
Senior level professional
with experience in financial management and corporate administration
across diverse industries including financial services, professional
services, management consulting, consumer products and telecommunications.
Results oriented and effective leader with a proven ability to mentor
and motivate others to achieve aggressive goals. Talent for proactively
identifying and resolving problems, controlling costs, automating financial/accounting
systems, maximizing productivity, and delivering results that positively
impact bottom line profitability. MBA – Finance. Core
Strategic Financial Planning
Bank Negotiations & Relations
Budgeting & Forecasting
Cost Control Programs
Financial Statement Preparation
Contract Development &
Audit/Tax Preparation &
Team Leadership & Collaboration
Development & Implementation
Information Technology Processes
Proactively made sales calls
to key dormant accounts to determine and satisfy their needs for experienced
financial and accounting professionals for project oriented assignments
for one of the largest professional staffing firms in the world.
Was successful in driving incremental revenues across multiple industries.
Developed and implemented
an updated financial reporting system and tracking infrastructure/metrics
for a leading Registered Investment Advisory organization.
Leading special financial
projects including fuel oil surcharge hedging, firmwide budgeting and
forecasting for one of the largest independently owned juice companies
in the U.S.
WHITNEY GROUP, LLC
– New York, NY
Whitney Group was a $
million retainer based executive search firm serving the financial services
industry. Its clients include many of the most significant global
firms in the industry. The firm has been in business for over
years and has approximately employees with operations in the US,
Europe and the Asia Pacific regions.
Comanaged the management
buyout/privatization of the business from its former parent company.
Worked closely with external legal counsel to establish an Operating
Agreement to govern the operations of the new entity and develop Employment
Agreements for the key members of the leadership team.
Selected the firm’s external
US accounting firm and established and directed all aspects of the firm’s
US, European and Asian internal/external financial, management, and
tax reporting .
Negotiated and secured over
$ million of bank financing term debt and a revolving line of credit
facility with Wachovia Bank to facilitate the retirement of debt provided
by the former parent company and the elimination of a relationship with
an assetbased lender and increased operating flexibility while substantially
reducing the cost of borrowing % to a LIBOR based rate.
Negotiated and facilitated
the integration of three business combinations of other search businesses
that over time represented approximately $ million in revenues and
negotiated the sale of two nonfinancial services businesses to their
management teams, netting approximately $ thousand in proceeds.
Established and evaluated
business performance goals and objectives for the search professionals
leading to higher revenues through more effective coverage of client
Developed and monitored annual
operating budgets to ensure financial targets were achieved. Reviewed
and modified objectives with regional office leadership to ensure discretionary
spending was actively managed.
Shaped the human resources
function. Developed an employee policies and procedures manual,
instituted midyear and annual performance evaluation processes, researched
and instituted new employee benefit programs, interviewed and evaluated
candidates for positions within the firm.
Managed all aspects of the
firm’s technology platform. Organized the rollout of the firm’s
Web site capabilities, oversaw and guided the information technology
team in an effort to broaden the firm’s exposure to both candidates
Supervised the US based research
and administrative staff ensuring that all revenue generating activities
were fully supported.
Appointed to the firm’s
Board of Directors and Advisory Executive Committee.
MADISON GROUP – New York, NY
Mitchell Madison Group
was a $ million management consulting business primarily serving
the financial services industry through over management consultants
dispersed across offices in North America, Europe, Asia, Australia
and Africa. The firm was acquired by US Web/CKS, an internet professional
services firm with $ million in revenues. The combined entity
was subsequently renamed marchFIRST.
Acquisition Transition Team Leader
Coordinated the integration
of Mitchell Madison Group’s operations to the US Web/CKS platform.
These operations included financial reporting, client and contract integration,
collections, and human resources related activities.
Developed an operating budget
for the combined business entities and factored out redundant costs
to drive increased profitability.
Oversaw the transition of
all accounting data to the US Web/CKS financial system reporting platform.
Consultant to the
Board of Directors – assigned to special projects which
Leading the effort to develop
client expansion strategies and managing/reporting the firm’s financial
performance on an office by office basis. These efforts precipitated
additional hiring which led to increased global revenues and enhanced
Preparing the offering memorandum
to facilitate discussions with potential acquirers of the firm.
Representing the firm through
the entire due diligence/analysis process with CSFB, the banker hired
by US Web/CKS.
Managed consulting projects
at American Express resulting in the selection of new vendors to administer
certain benefit programs associated with the card product; achieved
savings in excess of x the rate we were billing; team size .
Managed consulting projects
at Merrill Lynch resulting in new processes/approaches to their Treasury
Management system; achieved annual savings in excess of $ million.
SACHS & CO. – New York, NY
A leading global investment
banking, securities and investment management firm. At the end
of , the firm had approximately $ billion in revenues and over
, employees worldwide.
President – Manager of Corporate Accounting
Planned and administered the
global conversion and implementation of a multicurrency DBS G/L system
with a PeopleSoft frontend reporting capability across over legal
entities. Traveled to all financial centers to work directly with
local accounting/financial teams to ensure a smooth transition to the
new accounting system occurred. Created new management reporting capabilities
and provided training overviews and reporting templates.
Assessed firm’s tax position
across legal entities and recommended steps to the tax department to
reduce the firm’s exposure.
Upgraded the human capital
talent in the corporate accounting group; team size grew from –
President – Head of Firmwide Financial Analysis & Planning
Developed competitive performance
analysis of key metrics vs. toptier investment banking firms for dissemination
to all the firm’s partners. Analysis facilitated opportunities
for the firm to capitalize on areas of competitive weakness.
Created product line P&L’s
by division to measure performance for internal reporting purposes.
In conjunction with this effort, researched and prepared a cost allocation
methodology to allocate certain Firmwide costs e.g., technology on
a cost behavior basis “fixed”, “activitybased” or “Firmwide
tax”; these costs were subsequently allocated to the individual product
lines. Analysis resulted in special focus on underperforming/unprofitable
lines of business.
Analyzed and made recommendations
to the firm’s Management Committee regarding the potential economics
of relocating the firm’s headquarters from NYC to New Jersey, resulting
in over $ million in future NYS/NYC tax abatements.
Prepared and presented proprietary
information to Rating Agencies in an effort to have the firm’s credit
Evaluated the B. P. Bishop
Kamehameha proposal to invest in GS&Co. This became the first
external capital investment in the firm’s history $ million.
Rockhurst College – Kansas City, MO
MBA, Concentration in Finance
University of Kansas – Lawrence, KS
BS, Business Administration