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<pre>Array ( [var] => cut_url ) </pre> Resume for Jeff S. for Manager / Supervisor / Team Leader / Financial Services in Fairfield, Connecticut. Search More Resumes for Manager / Supervisor / Team Leader on #TOEVPHX2K

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Resume for Jeff S. for Manager / Supervisor / Team Leader / Financial Services in Fairfield, Connecticut

Occupation: Manager / Supervisor / Team Leader Industry: Financial Services
Country: United States City: Fairfield
State: Connecticut ZIP: 06825

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Senior Finance and Operations Professional 

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 competencies include: 

  • Strategic Financial Planning & Analysis
  • Bank Negotiations & Relations
  • Budgeting & Forecasting
  • Cost Control Programs
  • Financial Statement Preparation & Review
  • Contract Development & Negotiation
  • Audit/Tax Preparation & Review
  • Team Leadership & Collaboration
  • Financial/Accounting Systems 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 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. 

    Chief Financial Officer

  • 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.

    Chief Operating Officer

  • Established and evaluated business performance goals and objectives for the search professionals leading to higher revenues through more effective coverage of client relationships.
  • 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 and clients. 
  • 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.

    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 included:

  • 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 operating margins.
  • 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.

    Engagement Manager

  • 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.
    GOLDMAN, 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.  

    Vice 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 – professionals.

    Vice 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 ratings upgraded.
  • 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

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