Senior Manager, Cards & Payments SME and M&A Lead Resume Scottsdale, AZ - Hire IT People

SUMMARY:

Accomplished MBA/CPA with strong global strategy, corporate finance, business process improvement, and corporate development skills, as well as a thorough knowledge of the banking and payments industry. Specific areas of expertise include:
Grow more profitable businesses by utilizing a firm foundation in the methodologies that help clients articulate their unique strategy translated into a workable plan. Lead engagement teams and facilitate buy - in of strategic and financial solutions from top management.
Financially knowledgeable as an investment banker, active CPA, and former CFO. Hands-on experience in all phases of mergers and acquisitions lifecycle from sourcing and screening to deal evaluation, contract negotiation, and structuring, then pre/post-close due diligence and integration.

PROFESSIONAL EXPERIENCE:

Confidential, Scottsdale, AZ

Senior Manager, Cards & Payments SME and M&A Lead

Responsibilities:

Restructured debt purchasing and legal collections company; increased profits 275% in first six months.
Enacted forensic accounting verifying $millions in claims on co-mingled legal trust accounts.
Counseled private equity firm on fintech M&A opportunities and performed due diligence on $700M deal.
Prepared cash flow management and payment optimization for troubled $1M auto repair company.
Negotiated transaction processing contracts for debit and credit card programs of banks saving $millions.
Provided litigation support including valuing small businesses for settlements requiring asset allocation.
Led corporate development project for a large M&A virtual data room company to increase revenue 300%.
Provided strategic advice to online retailer and quadrupled revenues and profit.
Valued $5M construction company and negotiated acquisition.

Confidential, Scottsdale, AZ

Senior Manager, Cards & Payments SME and M&A Lead

Responsibilities:

Focused client on market segmentation and retention strategy resulting in 20% increase in card revenue.
Improved timeframe of closing co-brand credit card portfolio acquisitions an estimated 40% by streamlining the due diligence and conversion process.
Turned around credit and debit card operations and decreased expenses by 30% for a top 10 bank.

Confidential, Phoenix, AZ

Consulting Partner, Global Consulting Practice

Responsibilities:

Increased client portfolio revenue 63% first year and 200% the next, year-over-year.
Developed and led Credit Card Workshop leading to $multi-million projects via new lines of business.
Partnered with KPMG on financial reporting projects.

Confidential, Phoenix, AZ

Business Development Executive, Financial Restructuring Group

Responsibilities:

Saved over $30M for the client on a payment processing company valuation case as expert witness.
Provided prospective financing vehicles for $multi-billion tax refund anticipation loan programs.
Licensed with FINRA as a General Securities Registered Representative (Series 7 and 63).

Confidential, Phoenix, AZ

Vice President, Corporate Strategy

Responsibilities:

Devised growth strategies to propel and elevate revenues (200%) and product profitability (15%).
Triggered $4M/year in client savings by spearheading Interchange rate analysis and strategy.
Valued 4 card processing M&A deals and negotiated letters of intent. Presented to Board.