Greater Birmingham, Alabama Area
Professional with 20 years of functional experience including multiple CFO roles at PE backed companies, M&A and capital raising, cost reduction planning, risk analysis, continuous improvement processes, costing, and building business intelligence platforms. Exhibits a consistent track record in managing multi-million dollar transactions. Able to cultivate strategic alliances to develop new business and new markets for existing products. Proven success in driving large-scale costs savings, streamlining work processes, and improving overall financial performance. Specialties: Turnaround Management Advisory, Project / Program Management, Fundraising & Implementation, Strategy Development, Process Improvement / Cost Reduction, M&A, Angel Investor
Controller, CFO, and/or Consultant for small to medium size companies. Work with companies to manage their day-to-day finance and accounting senior-level needs. This includes but not limited to financial planning & analysis, manage treasury, manage AR & AR teams, assist with raising capital, M&A advisory, lead technology upgrades/implementations, and process improvements. In summary, assist companies with increasing revenue and improving the bottom line.
- Most senior finance and accounting professional for a PE backed holding company who owned 75 restaurant locations across Alabama and Mississippi. - Exited the business in less than a years' time at a premium to purchase price. - Managed a team of four accounting professionals including a senior controller. - Designed a system-wide labor model which was applied at each restaurant unit to set labor hours for each period. - Performed FP&A functions including 12 and 18 month budgets. - Redesigned the company's banking account structure reducing fees by $25k a year.
CFO for a innovative Fisher-Tropsch gasification process that is 30-40% more efficient than other Fischer Tropsch technologies. We can process a variety of feedstocks & we are able to adjust the front and back end of the process to maintain profitability. Our team has a combined 100+ years in FT experience including 30+ years at a Fortune 50 company. We have thousands of runs hours logged at the demo and pilot stage.
• Provided interim CFO functions for small to mid-sized companies. This includes strategic planning, financial advisory services, and mergers & acquisition advisory. • Led turnaround initiative for a specialized concrete company. Saved the firm approximately $1mm a year in fixed and variable expenses, and a 25% increase in revenues. • Established procedures including budgeting, financial management, accounting operations and business intelligence measures for a development stage indoor sports park. • Provided M&A advisory for a manufacturing firm exploring buy and sell-side opportunities. Created a detailed strategy for the company, pro-forma financial projections, modeled DCF scenarios, and estimated synergies based on a variety of strategic opportunities. • Advised multiple clients on equity and debt financing opportunities. To date raised approximately $11 million in working capital and $1.5 million for acquisitions. • Performed valuations utilizing comparable public company analysis, precedent transactions analysis, discounted cash flow (DCF) analysis, and weighted average cost of capital (WACC) analysis. • Modeled capital financing, merger and acquisition scenarios, pro-forma financial statements, purchase price considerations and asset dispositions. • Structured deals for a local group of angel investors including term sheet creation.. • Actively networked with other Angel investors, Venture Capitalists, and Private Equity investors across the southeastern United States.