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Managing Partner Resume

SUMMARY:

  • Hands - on VP of Finance and Controller with a proven and time-tested record of creating, restoring, and protecting enterprise value in a process-driven environment for leaders in the manufacturing, industrial chemical and financial management arenas such as Confidential Confidential / Confidential, Confidential and Confidential Advisors
  • Extensive experience in FP&A with a proven record leading the performance of financial strategic planning, accounting, reporting, treasury management, budgeting, forecasting and risk management; unique and valuable perspective and insight into the big picture issues
  • Forward-thinking leadership with strength in securing financial services that include insurance policies, defined benefit pension plans, and other corporate finance elements; proven strategist with cost containment measures, operational effectiveness, and securing competitive advantage in challenging markets
  • Currently exploring opportunities in the Northeast with a preference to work in Greater Philadelphia area or New York City

CRITICAL EXPERTISE COMPETENCIES:

  • Executive Leadership
  • Process Automation and Improvement
  • Financial Management
  • Risk Management
  • Turnaround Leadership
  • FP&A Ownership
  • P&L Accountability
  • Government Contracts
  • Cost Containment
  • Labor Relations

PROFESSIONAL EXPERIENCE:

Confidential

MANAGING PARTNER

Responsibilities:

  • Led vision, strategy, and direction of this consulting firm dedicated to serving as a trusted advisor and subject matter expert to enterprise companies seeking guidance in achieving excellence in corporate finance
  • Exercise authority over accounting, reporting, treasury management, budgeting, forecasting, risk management, business affairs and strategic planning for a wide range of clients in the Greater NYC and Philadelphia areas

Confidential

Controller/Trustee & ExecutoR

Responsibilities:

  • Personally recruited by the founder and owner of Confidential Confidential, a critical supplier of magnesium powder to the U.S. Department of Defense, to lead all legal, financial, and fiduciary matters relating to his family estate
  • Ensured proper compliance with all trust provisions, taking all necessary steps to insure assets and safeguard the estate; collaborate with government auditors, public accountants, and payroll authorities
  • Collaborated effectively with a network of stakeholders, legal advisors, and banking and financial services institutions on a broad spectrum of probate law issues

Confidential, New York, NY

Financial Advisor

Responsibilities:

  • Recruited with a mandate to provide wealth management services for former Confidential principals following the acquisition by Confidential

Confidential, Tamaqua, PA

C hief Financial Officer / Chief Operating Officer / Executive Vice President

Responsibilities:

  • Brought in to lead the turnaround of a distressed business that was facing critical compliance, operational, and cost management challenges. Steadily progressed in leadership responsibilities to hold overall accountability for sales, government contracts, finance and accounting, purchasing, safety and compliance, and administrative operations
  • Turned around performance of under-funded defined benefit pension plan, increasing its value from $2 million to $10 million over tenure, at no additional company investment
  • Doubled sales to $8MM through the coordination and presentation of a sales proposal to a major government contractor that showcased the shortcomings of competitor offerings
  • Captured annual savings of $850,000 through the introduction of management and operational efficiencies; boosted productivity from 17% to 23%, cut inventories in half, and achieved double-digit reductions in raw material, total fixed, total overhead, and annual payroll costs
  • Argued for a minimum level of sustaining business; traveled to Washington DC to speak with the Armed Services Chairman, Congressmen, and Senators to ensure a continuing supply of a critical component in our national defense efforts
  • Maintained direct and indirect oversight of plant superintendents, shift supervisors, a chief technologist, and 60+ union and non-union personnel.
  • Recruited to lead an investigation into financial mismanagement that uncovered criminal misappropriation of funds by the CFO, leading to his removal and my assumption of the CFO role; took all necessary measures to correct payroll tax information, produced financial statements to support an audit by the IRS
  • Maintained responsibility for relationships with the Aluminum Workers Association of America Union aligned with the United Steel Workers Union, comprised of 60 workers, 3 department heads, 3 shift supervisors and 6 administrative personnel
  • Served an integral role in the attainment of ISO 9002 certification; re-engineered the plant operating manual and all HSE procedures, leading directly to lowered safety risk and improved quality assurance
  • Convinced major defense contractors of the deficiencies inherent in a competitor’s product due to outgassing, resulting in a doubling of orders and revenue to government clients

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