A highly accomplished finance professional with over 20 years of experience in financial analysis, budgeting, forecasting, and reporting. Proven track record of developing and implementing strategic plans to achieve business goals.
treasury, management, writing, credit, business plan, reporting, banking, monitoring, sales force, financial reporting, finance, accounting, human resources, gaap, tax, analysis
Led the Finance team in the development of a new business plan and a successful credit facility. The company was acquired by the company.
Provide leadership and direction to the accounting Manager, including the design of a new financial reporting system, the analysis of the company's financial and operational performance, and the creation of a new management tool.
Developed and implemented treasury management system, including monitoring and reporting of tax and insurance policies. Trained and supervised staff of 6.
Developed a new management reporting system to track and report the company's financial performance for the company. This included the design of a new banking relationship, and the creation of a new loan package.
Conducted research and analysis of the company's financial statement and its impact on the company’s financial statement. Worked with the external auditors to design and implement a new management tool.
Led the design and development of a new financial system for the company. Developed and implemented a formal monthly closing process for the sales force.
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Finance lead for the acquisition of a private equity firm. Responsible for the financial due diligence and the sale of the company.
Managed the sale of a private equity venture to the corporate office. Negotiated and closed all deals with the banks, including the preparation of the deal letter, and the coordination of the legal counsel.
Responsible for all treasury management functions including banking relationships, investor relations, and liaison with bankers, lenders, and external tax consultants.
Developed and implemented a new venture capital structure for the company. Worked closely with the CFO and Controller to develop and implement a strategic plan for the organization.
Created and executed marketing materials for private equity fundraising and credit counseling. Served as a liaison between the bank and the client.
Established a new financial system, including writing and implementing a new chart of accounts and establishing a standardized chart of accounts.