Chief Financial Officer | Sample Resume
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Chief Financial Officer Sample Resume
A resourceful financial professional with 30 years experience in financial management, telecommunications, software/multimedia, real estate development and construction, health care and public accounting for a variety of public and closely held companies.
Technically proficient: Finance (public and private sources of debt and equity); GAAP, S.E.C. and regulatory accounting; GAAP, S.E.C., regulatory, internal and board reporting; taxes; treasury management; cash management; mergers and acquisitions; asset/liability management; management information systems; human resources; investor relations; facilities; administration
Broad industry knowledge: financial services; commercial banking; internet; direct marketing; software/multimedia; telecommunications; health care; real estate and construction; distribution
Strategic perspective: business strategy development and implementation, tax and acquisition planning; company restructuring or reengineering; creating a new focus; business plans; identifying new businesses or product lines
Leadership: team building; vision; focus on bottom line and long term goals; motivation; P&L responsibility
Chief Financial Officer Company 2001-Present
Responsibilities for this Silicon Valley company include both financial and operations areas, including finance, accounting, billing and collections, client relations, facilities, operations support, customer support, strategic planning, mergers and acquisitions, taxes and tax planning and reporting. Cleaned up one acquisition. Helped structure and carried out 5 acquisitions. Completed three system conversions and helped redesign operational flow of information leading to improved billing and collection of revenues. Acted as interim Chief Technology Officer to fix and complete the design and implementation of a Siebel CRM solution. Helped increase revenues from a $4 million to $25 million run rate.
Vice President, Financial Services Division Company 2000-2001
Established the Financial Services Division to provide alternative financing vehicles for purchases by members. Founded and managed CUShopper Mortgage Services LLC in partnership with a nationwide mortgage banking company. Created an e-Wallet, an online revolving line of credit and implement automated loan underwriting/ approval. Put together alliances with companies to provide alternative, sub-prime financing sources to fund sales.
Chief Financial Officer
Responsible for finance, accounting, taxes, investor relations, human resources, strategic planning, administration for a start up eTailer specializing in financing consumer product purchases with low cost credit union financing. Acted as interim CEO/COO/CFO until CEO was hired. Arranged for interim debt financing. Created a strategy to improve earnings by diversifying funding sources which resulted in creation of the Financial Services Division.
SVP, Chief Financial Officer Company 1999-2000
Responsible for finance, accounting, reporting, lending, customer relations, direct marketing and compliance for a $34 billion financial services company owned by and lending to credit unions, banks, savings and loans and insurance companies to stimulate investment in residential real estate. Created new financial products and repriced exisiting products to increase online transaction volume from several million dollars daily to several billion dollars daily. Created and implemented a new, aggressive marketing plan. Helped the bank grow profitably in assets by over $7 billion in one year.
Managing Director Company 1992-2001
Responsible for overall operations, finance, marketing and coordinating services for a company providing interim and transitional senior corporate management services to a variety of business organizations, including start ups, turnarounds, acquiring companies, companies preparing to sell and companies preparing to go public.
- Acted as initial CFO/COO/VP of Business Development for a start up with a virtual office technology delivered over the Internet; one of the business development efforts led to a business affiliation agreement that allowed the company to raise it first outside round of funding.
- Restructured and performed transitional management as interim CFO for a public $160 million mail order specialty pharmaceutical firm that lost $34 million in 9 months and whose founder and his CFO committed fraud.. Resolved issues with the SEC, restructured operations, implemented new cash management systems, controls and processes, implemented new reimbursement systems, controls and processes and helped find a buyer.
- Successfully brought a construction materials and mining company out of Chapter 11 Bankruptcy while retaining $4 million in personal assets for the sole proprietor owner and arranging for $15 million in debt.
- Helped restructure and turn around an HMO losing over $1.5 million per month and raise $18 million in new capital by structuring a tri-party private placement. Created an entirely new plan focused on being an integrated health care delivery system.
- Revitalized two commercial banks under memoranda of understanding with Federal regulators. Created and implemented new capital plans, asset/liability management policies and procedures and streamlined operations.
- Prepared a business/capitalization plan and obtained equity ($4 million), equipment ($2 million) financing and operating financing ($2 million) for an international telecommunications company with operations in California, New York, the U.K., Germany, Finland and Sweden, negotiating with investors and banks
- Developed an entirely new focus for a software developer/consulting company, creating a new strategy and business plan and helping to raise capital.
EVP, Finance and Operations Company 1991-1992
Responsible for finance, accounting, investor relations, investments, asset/liability management, MIS, mergers and acquisitions, human resources, strategic planning and subsidiary finance and operations for a public multi-bank holding company. Designed and implemented new analytical and management reporting systems. Restructured operations to improve earnings. Ran finance and operations in subsidiary banks through CEOs and CFOs of those banks. Provide those banks accounting, finance, MIS, HR, strategic planning and operations support. San on the loan committee and was involved in Real Estate joint ventures. (Acquired by Citi National Bank)
SVP, Chief Financial Officer/Treasurer Company 1988-1991
Responsible for finance, accounting, investor relations, investments, asset/liability management, MIS, mergers and acquisitions, human resources, strategic planning and subsidiary finance and operations for a commercial bank. Took the company public. Created and implemented an investor relations program that helped increase the bank’s stock value. Designed and implemented new investment and asset/liability management systems, policies and procedures that helped improve earnings without incurring additional interest rate risk. Structured acquisitions. Converted to new enterprise systems to improve operational efficiencies. (Acquired by Wells Fargo)
SVP, Chief Financial Officer/Treasurer Company 1985-1988
Responsible for accounting, finance, treasury, management information systems, asset/liability management, operations, human resources, product development and marketing, investor relations, risk management, facilities, mergers and acquisitions, taxes and strategic planning for a public saving and loan. Helped create and implement a plan to grow the institution from $600 million to $1 billion in assets. Created an investor relations program that increased the market to book value from 50% to 150%. Oversaw the transition when the company was purchased. As CFO and member of the board of directors of its builder/developer subsidiary, devised and implemented a plan to sell of development projects that sped up and improved earnings while reducing risk. Managed mergers, acquisitions and divestitures. (Acquired by San Francisco Federal)
Manager Company 1974-1985
Responsible for managing overall client relationships, including accounting, audit, consulting, tax, IPO’s and other offerings as well as billing and collections. Developed a practice providing interim CFO-type and other consulting services to companies in various industries. Specialized in financial services, business services, real estate, transportation, IT and distribution companies. Provided services to real estate developers, builders, owner/investors, helping to structure financing and investment syndications Helped start and take public three financial institutions.
University, School of Business Administration, California
Master of Business Administration, 1974 Bachelor of Science, 1973
OTHER PERTINENT ACTIVITIES
Taught courses in real estate, banking, savings and loans, time management, statistical sampling and the C&L audit approach. Co-authored “The Uniform Audit Approach” and the “Internal Control Questionnaire for Commercial Banks”. Reviewed and helped edit courses on “Auditing of Commercial Banks” and “Auditing of Insurance Companies. Developed the reporting requirements for banks in liquidation for the FDIC.
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