Project Clients & Past Employers

• Vivendi Universal Interactive ($21B Revenue -parent co./Vivendi Universal)
• Transamerica Life Companies ($38.9B Revenue -parent co./Aegon)
• Countrywide Financial Corp. (~$12B Revenue)
• Quantum Corp. (Disk and Tape-based Data Storage Systems and Solutions-$800M Revenue)
• Alliance Imaging, Inc ($400M Revenue)
• Integrated Decision Systems, Inc. (Portfolio Management Systems and Solutions- $40M Revenue)
• Scudder Investments ($730.5 B in assets under management -parent co. Deutsche Asset Mgmt)
• Creative Planet/Studio Systems, Inc. (Film/TV Production Management Solutions- $10M Revenue)
• Met-L-Check (Chemical Penetrant Production and Testing- ~1.5M Revenue)
• Sybron Dental Specialties (Dental and Orthodontic Products- ~$700M Revenue)
• Yahoo! Search Marketing (Online Advertising & Marketing- ~1B Revenue)
• Eclipse Advertising, Inc. (Entertainment Advertising- ~10M Revenue)
• Morgan Samuels Company (Executive Search Firm- ~11M Revenue)
• SmartDrive Systems (Mobile Event Data Recording- ~3M Revenue)
• Inc.ubation (Children's Entertainment- Start-Up)
• Budget Finance Company (Specialty Mortgage Lender- ~25M Revenue)

Functional Finance & Accounting Experience

Financial Reporting & Accounting
• Supervised staff of 5 FTE and consultant personnel in developing complete corporate financial reporting deck: corporate, divisional, business unit, brand, channel and geographical P&L, gross margin and variance reporting for $700+million enterprise
• Piloted new performance measures and monitors- Global Services and Service Marketing dashboards and periodic reporting package provided management new tools which stabilized customer satisfaction ratings at 95% or greater over a variety of criteria
• Developed revenue and market penetration reports, resulting in successful launch of company's first line of variable life insurance products, generating first year revenue of $15M.
• Managed A/R, A/P, Inventory and Payroll operations for New York's top-ranked restaurant
• Designed and deployed proprietary project management and accounting system intended to generate profitability metrics for mid-size advertising agency
• Created streamlined dashboard for C-level executive review, providing snapshot of working capital, cash flow and sales data on a weekly basis
• Managed operational and financial dashboards and metrics platforms for executive search firm with multiple offices in the U.S.
• Developed new chart of accounts and financial reporting for specialty mortgage lender, reimplementation of existing GL system and supporting sub-ledgers to add visibility to company's profitability, balance sheet and collateral position

Financial Audit & Internal Controls
• Managed CRM projects and business analysis for Global Services, Sales, Marketing and Finance (Margin Analysis development & Sarbanes-Oxley (SOX) audit)
• Built financial system enhancements, managing G/L hierarchies and structure
• Developed and deployed best practices in ERP, budgeting and reporting functions
• Designed and maintained purchasing policy, procedures and training implementing relational database and financial accounting applications
• Directed Y2K/Disaster Recovery planning and implementation
• Sarbanes Oxley (SOX) compliance analysis, testing and remediation for financial systems control
• Authored company policies affecting FAS and SEC compliance
• Provided input and oversight on company's 10-Q, specifically addressing M&A activity
• As acting CFO, delineated accounting/finance roles and responsibilities as well as information security protocols and hierarchy to insure adequate and controlled access to financial information, while enabling streamlined desktop procedures and 50% increase in AR and AP productivity
• As interim CFO, oversaw collections efforts resulting in revenue record for client specializing in executive search
• Managed bank and external audit process for multiple subsidiaries and affiliates as interim CFO of specialty mortgage lender

Financial Planning & Analysis
• Developed and reviewed financial analysis, specifically corporate and division performance, variance to plan, channel, geo and brand performance and growth analysis
• Developed and presented various financial models (pricing, revenue, profitability, DCF, NPV, IRR, EVA, TCO, inventory optimization), providing customer education, financial outlook and return expectations in support of new business lines contributing $5 million annual revenue
• Directed budgeting and forecasting operations and designed revenue and cost allocation methodologies
• Managed staff of 3 FTE analysts in developing and deploying corporate warranty reserve model to project and cap new product warranty costs; warranty service expenses were reduced by 75% through improved financial and service delivery models
• Produced company's 'make vs. buy' analysis of software solution development, contributing to 50% increase in product line margin contribution
• Provided stock grant analysis and projections for annual sales compensation initiative
• Developed margin analysis in an effort to re-engineer services delivery model, develop strategic outsourcing partners and influence product and service design; impact resulted in a 10% increase in service margins and discovery of reserve shortfalls totaling over $9 million; grew service margins on select products to ~50%
• Managed corporate cost reduction initiative, saving the company $500k in IT expenditures
• Developed capital expenditure gap analysis and planning processes in support of major technical platform launch (100MM investment) for top 5 internet search and portal provider
• Compiled 8 year financial outlook and 3 year historical pro forma for advertising agency as part of due diligence efforts related to sale of company
• Developed and distributed sales and profitability targets for advertising account executives, aligning individual performance goals with company's comprehensive profit benchmarks
• Compiled 5 year pro-forma financials for founder of global entertainment start-up
• Developed fully functional planning tools & templates for sales, inventory, production, general and administrative expenses to manage launch and growth of start-up
• Advised CEO on company profitability barriers and enablers, executive compensation matters, capital expense budgeting (including IT and infrastructure spends) and sales force optimization programs, projecting to double-digit top line growth and 50%+ gross margins
• Conducted analysis to determine optimal equity distribution to new partners and potential buyout scenarios, enabling firm to reduce owner's risk exposure, while attracting quality partner-level consultants at a critical juncture in the firm's growth
• Compiled various projections and financial models to support spin-off of client REO assets (residential and commercial real estate) into special purpose entities (SPEs) as interim CFO
• Developed cash flow and cash basis income statement projections during turnaround of struggling specialty mortgage lender seeking additional funding for originations and asset divestitures

Valuation and Strategic Planning
• Provided in-depth valuation analysis of strategic business acquisitions and divestitures, saving $4 million in acquisition costs
• Conducted due diligence in support of bridge funding exercise- review of financial and operational data integrity, controls, performance and viability; reviewed customer capture rates, relationships, revenue/profit per customer, market/customer penetration studies and revenue/profit projections and pro-formas (internal analysis conducted at the behest of board members and investors)
• Authored formal business plans and investor pitch-books, communicating business strategy, target market sizing and research, focus group management and industry benchmarking for $10+ million portfolio of companies
• Led internal global services strategic planning team in developing new business lines contributing 15% growth to an existing $120 million business; strategic planning effort included re-organization of service operations platform, business process outsourcing initiatives, product and service development for secondary markets and development of growth strategies for existing low-cost, remote, logistical and on-site services to direct and enterprise clients
• Co-managed business development efforts to secure deployment partners for a $25 million services business (project management software/hardware solutions for the film & television industry)
• Developed market and demographic research and analysis for client's business development executive team, ascertaining the viability of new medical imaging facilities based on competition, population density, aging and income as well as available technology and pathology trends
• Generated sales and territory planning and analysis for nationwide sales organization (annual revenue ~ $400+ million)
• Provided coverage of potential joint-venture partners and strategic consultation on special projects for the office of COO, including research into real estate development focused on medical practitioner and services facilities
• Reviewed marketing ROI and performance on a regional and product line basis
• Developed DCF, book and multiples valuation in support of company sale to industry distributor
• Developed DCF and multiples valuation in support of company acquisitions
• Managed due diligence and advisory activity for two parallel M&A transactions
• Designed/maintained data room and due diligence distribution for internal/external advisors
• Designed company's M&A process documentation and proprietary methodology
• Authored investor and board pitch-books for transactions in various stages of due diligence
• Directed the development of pro forma financial statements in support of venture capital funding of start-up company that deploys and services mobile video capture devices
• Served as acting CFO for mid-size advertising agency, managing internal staff of accounting generalists as well as onsite finance consultants
• Provided strategic consultation to CEO of ad agency in assessing profitability potential of new clients, business partnerships, revenue sharing agreements and M&A opportunities
• Developed valuation grid for $10M business, based on DCF and EBITDA multiples, enabling private company CEO to engage potential acquirers with industry-standard valuation metrics while circumventing value-eroding negotiation and diligence cycles
• Sourced new PEO (professional employer organization) alternative, leading to ~20% reduction in payroll, benefits and ancillary HR administration expense
• Advised CEO/COO with respect to cash and risk management in negotiations with institutional lenders to extend temporary facilities and advances on credit lines in order to maintain company operations and avoid liquidation in role as interim CFO
• Designed capital structure models to assist in developing special purpose entities required to divest real estate assets owned by specialty mortgage lender seeking to reduce non-performing loan exposure

Financial Services
• Developed, audited and deployed portfolio performance summaries for institutional clientele (average portfolio value ~ $1+ billion)
• Reviewed, migrated and consolidated portfolio activity and performance data from legacy applications to common portfolio management platform
• Generated ad hoc analyses for institutional clientele, supporting strategic business development and quarterly performance reviews
• Engaged select customer prospects and acquired new software and consulting contracts totaling $1MM
• Provided tactical and strategic advisory services to Morgan Stanley portfolio management groups, with over $300 billion in managed assets
• Provided client relationship management, strategic analysis and consulting services to existing and potential clientele
• Educated and trained clients on application features and newly developed investment vehicles
• Developed revenue and market penetration reports, resulting in successful launch of company's first line of variable life insurance (VUL) products, generating first year revenue of $15 million
• Managed competitive research and risk analysis of VUL products and other investment vehicles (employing EDGAR and various financial data resources)
• Produced new product and service features for insurance and investment components of VUL products leveraging third party insurers/re-insurers and policy servicing entities
• Approved and managed loan origination funding in line with projected production goals, enabling client to generate fee and interest revenue during turnaround process

Systems Expertise: Selected Detail

Excel
• Microsoft Certified Excel Expert
• Advanced Level User including: pivot tables, macro creation, advanced charting, graphing presentations (charts, trend lines, axis scales, multiple charts), formula building (ISERROR, IF, And/Or, INDEX, V-Lookup), shared data, database linking, customization of toolbars

Access
• Advanced Level User including: table design, query building, form design, macro design, distributed applications

Powerpoint
• Advanced Level User including: presentation design, motion/animation effects

MS Project
• Advanced Level User including: schedule design, resource allocation, dependency linking, schedule maturity indexing, application of work breakdown structure

MS Mappoint
• Expert Level User including: user data mapping, territory generation and planning, population density studies, facility location and distribution

Goldmine
• Customer Relationship Management tool
• Client and Candidate profile storage and distribution

Lotus Notes
• Advanced Level User including: Forms and database initiation and manipulation, leveraged for document categorization and reference

Certus
• Advanced Level User including: SOX and internal control and compliance monitoring, control narrative, detail and criteria development, testing and documentation, reporting and dashboard development

Oracle ERP
• Oracle Financials
• WebReqs, used to generate and track purchase requisitions
• Oracle Financial Statement Generator, used to generate P&L and other ad hoc reporting
• Oracle Discoverer (Certified), used to generate P&L and other ad hoc reporting
• Implementation experience:
• Design, testing and deployment of all financial reporting tools and output
• Testing, validation and process creation/documentation for service revenue accounting functionality and output
• Conducted RFP effort to assess viability of Oracle ERP as an ASP solution
• Oracle Service Applications
• Conducted RFP effort to assess viability of application in support of two large, dissimilar customer service operations

QuickBooks Pro & QuickBooks Enterprise
• GL, AR & AP Management: statement generation, collection notices
• Report Generation and Editing: DSO, Working Capital and Balance Sheet metrics

Microsoft Dynamics GP
• GL, AR & AP Management: chart of accounts reorganization, account analyses, cash position tracking
• Report Generation and Editing: Income Statement and Balance Sheet redeployment

Clarify
• ClearCase, used to generate and amend customer service events
• ClearSales, used to generate invoicing for service contracts
• Used back-end database, for data extraction, manipulation and control management
• Managed system development, enhancement and bug resolution

Portfolio Accounting Systems
• GIM2000 -Implementation experience: managed implementation cycle for Morgan Stanley Trust Co. and other MS divisions implementing new modules/functionality
• Investone - Implementation experience: conducted pre/post implementation audits of portfolio data for accounts residing with Chase Manhattan and Chemical Banks (during merger of the two entities)
• Portia - Used to manage international securities holdings, trades and portfolio performance

Education & Credentials

• Pepperdine University, The Graziadio School of Business & Management, MBA
• The University of California, Berkeley, BA, Legal Studies
• The Analyst Exchange, Financial Modeling and Valuation curriculum
• Association of Insolvency and Restructuring Advisors, Certified Insolvency and Restructuring Advisor (CIRA)
• Graziadio Alumni Network, Member