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VP, Financial Planning & Analysis / CFO / Director of Finance
Finance ~ Accounting ~ Investment Banking ~ Transaction Execution ~ IPOs
Process Improvements ~ Audits ~ Forecasting ~ Start-up Ventures ~ Regulatory Compliance
Driven Finance Executive with track record of leading a 20-member virtual team in supporting a $70M organization.
Successfully navigated and governed financial operations for numerous start-ups, turnarounds, and established companies.
Proven skills in scrutinizing a company s operational processes, procedures, plans, expenses, and controls to minimize risk and fuel revenue growth.
Excel at coordinating IPOs and enriching a company s budgeting, forecasting, and planning functions.
Outstanding expertise in fiscal analysis, evaluating internal financial systems, designing comprehensive audit programs, and delegating tasks to geographically dispersed team members.
Advanced technical acumen includes teleconferencing, Skype, Office 365, Microsoft AX, Salesforce, and multiple financial and accounting programs.
Able to contribute polished communication skills toward seamlessly liaising between executive management and internal/external stakeholders in support of achieving corporate objectives.
- Strong skills in developing processes and tools to align with corporate and regulatory criteria while sufficiently meeting a company s financial reporting and operational support needs.
- Adept at establishing systems, procedures, and controls to optimize information flow and transparency.
TNTP (The New Teachers Project), 2012 to Present
Vice President, Finance (2014 to Present)
As integral member of virtual team, spearhead full-scope financial management operations including establishing, implementing, and maintaining financial systems and procedures.
Transformed company from running a $1.3M loss with $54M in revenue to break even with $70M in revenue.
Recognized as first and only employee of 350+ personnel to receive Top 10 Employee of the Year status for two consecutive years.
Acting Controller (summer 2014)
Partner, Financial Analysis and Planning (2013 to 2014)
Championed reversal of finance department staff satisfaction levels from last place to #1 enterprise-wide.
Enabled effective risk management and monitoring across types, clients, and funders by refining and standardizing reporting of revenue streams.
Enhanced forecasting, full-scope revenue pipeline tracking, and annual target attainment by implementing Salesforce software.
Resourcefully automated federal grants accounting and reporting system to accelerate process from one week to two days while drastically improving accuracy and ability to produce audit documentation.
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Overhauled financial system to bolster transparency among business partners, significantly improve pricing, correlate actuals to original pricing, and facilitate critical decision-making by executive management.
Masterminded new management reporting system to replace Excel spreadsheets with tableau visualizations.
Joined forces with programmer to integrate multiple customized forecasting modules within Microsoft AX to simplify annual budgeting, quarterly forecasting, and year-to-date actual tracking for both revenue and expenses.
Partner Revenue (2012)
Teamed with software developer in designing new reforecast tool in Microsoft Dynamics AX.
Proactively implemented proper reconciliations, documentation, and processes to ensure adherence to non-profit accounting guidelines while meeting rigorous audit requirements.
Devised contract management and invoicing system to ensure timely and accurate billing which slashed A/R 60+ days overdue from 21% to 8%.
PaineWebber Inc. / Kidder, Peabody & Co., New York, NY 1992 to 1997
Senior Vice President
Completed largest equity REIT IPO at the time ($300M AAA/AA rated securitized debt offering and a $423M IPO) which was chosen as "Deal of the Year" by Institutional Investor.
Led team in completing largest IPO in Kidder, Peabody s history ($200M convertible subordinated debenture offering and a $420M common share offering) which was featured in corporate recruiting brochure.
Secured $700M+ in additional debt and equity offering business by formulating cross-collateralized tax-exempt bond financing structure, and subsequently transacted $88M AAA-rated tax-exempt offering and $175M IPO, resulting in team being recognized for outstanding performance.
Jungle Jim's Playlands, Inc., San Antonio, TX, 1991 to 1992
Vice President, Operations
Handpicked by venture capital organization to direct all facets of struggling start-up, and rapidly propelled revenues from $1M to $5M in six months.
Goldman, Sachs & Company, New York, NY, 1987 to 1991
Associate / Risk Analyst Derivative Securities
Pioneered commercial paper programs to save client 4% in annualized interest costs.
Negotiated and successfully closed deals worth $1.5M in initiation fees and an additional $200K in ongoing annual fees.
Resourcefully instituted first Flip/Flop AA/AAA rating structure to deliver up to $10M in additional loan proceeds for client.
Additional experience includes role with General Mills Restaurant Group, Winter Park, FL; Original member of four-person management team tasked with forming and launching The Olive Garden restaurant chain, featured in Wall Street Journal as most successful restaurant chain ever created.
Master of Business Administration, Harvard Business School, Boston, MA
Bachelor of Business Administration, St. Mary's University, San Antonio, TX
Series 7 & 63 licensure
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HIRING AGENT NAME
I am currently seeking a challenging career opportunity in a senior-level financial management capacity and am submitting my resume for your review. In advance, thank you for your time and consideration.
I bring to you a seasoned background in all aspects of financial management, extensive talents in driving multimillion dollar revenue growth, and excellent skills in audits, forecasting, financial planning and analysis, and conceiving high-impact process improvements. My meticulous attention to accuracy as well as outstanding analytical and reporting skills would enable me to effectively transition into your organization and garner immediate results. Additionally, I have led multiple software implementation projects to improve accounting and financial operations for companies in diverse industries.
As a proactive contributor to your company, I will prove to be a highly motivated and autonomous leader committed to supporting you in achieving your goals through sharp financial acumen and superior initiative. I am confident that I am an ideal candidate for this role, and look forward to interviewing with you in the near future.
Yyyyyy x. yyyyyy
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