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Consultant Resume

Dallas, TX

SUMMARY

A financial and management executive with successful experience with fast growing startup and turnaround companies. Strengths include
Strategic planning
Mergers and acquisitions
Capital raising
Cash management
Systems development and implementation
Cost cutting

Certified Public Accountant
Member New York State Bar

EDUCATION

J.D.
B.B.A.

CAREER EXPERIENCE

CONSULTANT, Confidential, LP, Dallas, TX 5/10-present
INC 5000 Distributor of Petroleum Products and Real Estate Developer/Owner

  • Assisted in negotiation and due diligence of acquisition of 70 gas station/convenience stores with real estate
  • Assisted in location and negotiation of debt financing
  • Assisted in proposed acquisition of two transportation and three fuel distributors
  • Negotiated and drafted contracts with lessees of Company real estate
  • Liaised with environmental consultants

CHIEF FINANCIAL OFFICER, Confidential, Bainbridge Island, WA 11/04-2/10
Inc 5000 Manufacturer and Distributor of Green Building Products

  • Financial management including financial statements, forecasting, budgeting, cost analysis, cash management, and banking relations
  • Located and negotiated debt financing
  • Involved in contract negotiation and drafting with customers and strategic partners
  • Helped Company triple revenues
  • Developed and implemented new financial and internal controls
  • Successfully implemented new ERP system

CO-OWNER,, Confidential, Iowa Falls, IA 1/05-3/09
Refrigerated Trucking Company

  • Financial management including financial statements, forecasting, budgeting, cost analysis, cash management, and banking relations
  • Located and negotiated debt financing
  • Negotiated terms with customers
  • Negotiated terms with vendors

INTERIM CHIEF FINANCIAL OFFICER, Confidential, Phoenix, AZ 1/03-11/04
Air and Ground Transport Company
INTERIM CONTROLLER, Confidential, Santa Maria, CA
NASDAQ listed producer of oil and gas and manufacturer of asphalt
INTERIM CFO, Angelicas Record Distributors, Inc., Phoenix, AZ
Multi-location distributor of entertainment products

  • Financial management including SEC reporting, financial statements forecasting, budgeting, cost analysis, cash management, and banking relations
  • Located and negotiated debt financing
  • Slashed overhead costs 15%
  • Developed and implemented new financial and internal controls
  • Successfully implemented new general ledger and accounts payable systems

CHIEF FINANCIAL OFFICER, Confidential, Phoenix, AZ 1/01-11/02
NASDAQ listed nutraceutical distribution, entertainment, fitness management, software and E-commerce Company

  • Financial management including SEC reporting, financial statements, forecasting, budgeting, cost analysis, cash management, investor and banking relations
  • Instrumental in successfully merging company
  • Located and negotiated equity and debt financing
  • Slashed payroll and overhead costs 75%
  • Developed and implemented new financial and internal controls

CHIEF FINANCIAL OFFICER, Confidential, Scottsdale, AZ 6/99-7/00
NASDAQ listed e-commerce and website development company

  • Financial management including SEC reporting, financial statements, forecasting, budgeting, cost analysis, cash management, investor and banking relations
  • Took company from development to operating state
  • Located and negotiated bridge financing of equity and debt
  • Steered Company through private placement that raised $18 million
  • Involved in contract negotiation and drafting with customers and strategic partners

CHIEF FINANCIAL OFFICER, Confidential, Glenolden, PA 2/96-6/99
Manufacturer of equipment for semi-conductor industry.

  • Financial management including, financial statements, forecasting, budgeting, cost analysis, and cash management
  • Installed new MIS systems
  • Developed and implemented new financial and internal controls
  • Developed and implemented new purchasing and inventory control procedures

VICE PRESIDENT - FINANCE, Confidential, Parsippany, NJ 2/94-2/96
Subsidiary of Merchant Bank consolidating printing, bookbinding, prepress and multi-location retail companies

  • Reorganized numerous financially troubled entities both in and out of bankruptcy court
  • Successfully renegotiated and restructured bank financing
  • Successfully renegotiated and restructured real estate and equipment leases
  • Represented Company in bankruptcy court in three states

CONTROLLER, Confidential, Rockville, MD 11/91-2/94
"INC 500" Computer VAR, systems integrator, prepress and multimedia developer

  • Financial management including consolidated financial statements, forecasting, budgeting, cost analysis, cash management, taxes, and banking relations
  • Led teams in negotiation and due diligence of acquisitions
  • Installed new MIS systems
  • Developed and implemented new financial and internal controls
  • Developed and implemented new purchasing and inventory control procedures
  • Developed new procedures that improved and speeded up cash collections by 13%

VICE PRESIDENT - LAW AND FINANCE, Confidential, Natick, MA 2/87-7/91
"INC 500" consulting, publishing, direct mail and software development company

  • Financial management including consolidated financial statements, forecasting, budgeting, cost analysis, cash management, taxes, and banking relations
  • Involved in locating, negotiating, and due diligence of prospective acquisitions
  • Developed business plan and located financing for the successful startup of magazine

DIRECTOR OF FINANCE, Confidential, Springfield, MA 10/85-11/86
First For Profit HMO in the State of Massachusetts

  • Financial management including SEC reports, forecasting, budgeting, cost analysis, cash management, taxes, and banking relations
  • Participated in IPO
  • Successfully took company from startup to operating state
  • Negotiated agreements with providers including the calculation of capitation rates
  • In conjunction with marketing director determined premiums to charge customers

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