Greater Chicago Area
Retired CFO | Financial Systems Implementation Consultant with small to mid size manufacturing, distribution or service companies. I hold an MBA from the Chicago Booth School of Business and previously served as the CFO of an inbound call center firm, achieving an impressive 34% annual return on investment. I successfully managed the sale of the company to a publicly traded corporation." Key responsibilities included: • Establishing Key Performance Indicators • Implementing Analytic Tools & Reporting • Business Planning & Analysis • Strategic Planning • Cash Flow Forecasting • Accounting & Finance Management
Interim Financial Executive. Consultant Level X Consulting March 2019 - Current, St. Louis Area Interim CFO (part time) for $40 million manufacturing company. • Banking liaison • 13 week cash flow model and reporting • Investment bank support February 2014 – August 2019, Greater New York City Area Interim Financial Executive for Private Equity sponsored company. Company is the combination of six acquisitions since 2013. 50 retail locations with $60 million of revenue. • Post-acquisition integration • Business combination accounting • POS implementation • Corporate controller transition • Seller Balance Sheet Audit • Accounting software (Intacct) selection and implementation • CFO transition • Global consolidations Consultant $60 million professional employer organization. July 2017 – August 2017, Chicago, IL • Accounting software (Intacct) implementation. • CFO transition. Consultant $26 million multi location retailer. June 2017 – July 2017, Greater Chicago Area • Sell side support. December 2016 - January 2017, Raleigh, NC Consultant for $110 million global manufacturing company acquired by Chicago public company. • Post-acquisition integration • Business combination accounting September 2016 - November 2016, Chicago Consultant for privately held software company. • Prepare three-statement model to support additional equity funding.
Strategic and tactical leadership of finance and technology functions of company with 100 employees. • Developed strategies that led to 300% revenue growth. • Designed and implemented plan to move and expand call center by 30%. • Implemented performance metrics to improve real time business decision-making. • Purchasing including contract negotiations for equipment purchases. • Company sold to public company for a premium. • Strengthened financial controls. • Improved process of problem solving.
Prior: Director of Finance (1993- 1996) | Vice President of Business Planning and Operations Controller (1996-1998). Directed 22 employee operations accounting and finance team. • Quarterly financial review • Monthly close • Perpetual inventory • Cost accounting • Forecasting • Budget management • Consolidated merged company operations accounting department. • Member of team that reorganized plants leading to $19 million in annual savings. • Coordinated preparation of company sell book for $250 million sale. • Converted to JD Edwards perpetual inventory system, and cost accounting. • Directed financial analysis and modeling of $40 million acquisition of soft drink bottler. • Led central financial planning and analysis team supporting CEO and CFO.
Prior: Vice President (1989-1992) | Assistant Vice President (1988-1989) | Division Controller (1987-1988) | Senior Internal Auditor (1986-1987). • Analyzed financial and operating positions. • Designed comprehensive financial strategies. • Formulated loan structure and strategy. • Negotiated restructures. • Obtained credit approvals. • Monitored workout programs. • Prepared and presented quarterly portfolio reviews to senior management. • Established workout plans leading to a $24 million cash reduction. • Developed cash flow model to market Heller's equity interest. • Streamlined procedures resulting in a 33% head-count reduction. • Analyzed loan administration costs, leading to more profitable pricing. • Helped revitalize an ineffective internal audit function.