Paul Whitley

**** ******** *****

Plano, TX *****

aco72k@r.postjobfree.com

214-***-****

Re: Paul Whitley

I am a multifaceted executive that has served as:

• SVP Business Development / Portfolio Manager - $2 billion Hedge Fund,

• Business Development Manager/Officer - $7-17B Commercial Lending Companies - producing

$2.4 billion in Funds Employed averaging over $100M+ annually,

• Chief Financial Officer (CFO) & General Manager - $180 million Public Company,

• Chief Operating Officer (COO) - $40 million Public Company, and

• Corporate Accounting Manager - $5 billion Public Company…

...leading and coordinating brand development and strategic marketing on niche market specific levels.

Provided leadership, developed, managed, and implemented marketing programs, plans, strategies,

budgets, and materials, dramatically increasing revenue in companies.

Achievements produced high growth, Lean Management including product sourcing lowering related

costs, and installed new operating systems providing Shared Services increasing sales while reducing

payrolls, encompassing relationship building with consumers, clients and internal staff to develop and

enhance market present with large and smaller companies in multiple industries, including retail,

commercial lending and commercial/individual communication devices.

Thank you,

Paul Whitley

214-***-****

Paul Whitley

aco72k@r.postjobfree.com ~ www.pwhitley.com ~ LinkedIn ~ Online Profile

On-Demand

Finance & Accounting

Advisor

…with a unique breadth of

experience!

Areas of Expertise

Corporate Finance / Fund Raising

Lending – A/R, M&A, ABL and Cash Flow

Accounting (US GAAP)

Corporate and Individual Tax

Risk Management & Due Diligence

Loan Portfolio Management

Top/Bottom Line Performance

Lean Management Cost Controls

Shared Services Performance Improvement

Analysis Modeling, Metrics, RFP’s, KPI’s & LSA’S

Forecasting, Planning & Budgeting

Product Brand Positioning and Deal Structuring

CRM & ERP Systems Implementation

Industry Experience

Manufacturing and Distribution

Furniture and consumer retail products

Services

Tax Preparation, Accounting, Retail, Home Repair, SaaS, Electronic Payments, Auto,

Consumer Loan

Commercial Lending

Accounts Receivable, Asset Based, Real Estate, Purchase Order Financing and Factoring

Prior Clients & Employers

Principal Solar ~ Calpian ~ Telematics Distributor ~ CarBiz ~ Old Union Financial ~ Home

Services ~ Furniture Retail ~ Montgomery Ward ~ Rental Services ~ Environmental Mfr. ~

Consumer Finance

PJW Financial, (Finance / Fractional CFO) MM

Surge Capital, ($1.8B, Hedge Fund) SVP

CapitalSource, ($7B Public Co Lender) BDO

FINOVA Capital, ($17B Public Co Lender) BDM

RB Daniels, ($180M Retailer/Manu Public) CFO

Montgomery Ward, ($5B Retailer Public) CAM

Selected Experience and Accomplishments

Startup

• Building foundation infrastructure, writing business plans, supporting efforts to raise initial and

follow-on capital, developing and delivering investor presentations, etc.

Business Development and Portfolio Management

• As BDO Officer and SVP, produced revenue growth exceeding $100M average per year for 15 years

in Asset Based Loans with annual ROI’s ranging from 22% to 30%. Sourced all new business, managed

startup divisions of Underwriters, Auditors and Portfolio Managers.

• Directed and managed a $500M portfolio of ABL and AR loans.

• Directed and managed a $35M portfolio of consumer loans.

• Created consumer credit score cards for 3 companies with portfolios ranging from $1M to $35 M.

• Marketing and Branding of Commercial Lending companies improving market recognition from

measured 2% to over 70% upon contact for multiple companies. Developed strategic sales initiatives,

processes and monitored/updated supervisory policies and procedures applicable to multiple vertical

developments.

Accounting and Operational Management

• Directed and managed Retail Company annual revenue growth from $4M to $181M and 4 to 71

locations through progressive responsibilities of CFO/COO/CMO/GM with Brand Development &

marketing initiatives, implemented Total Quality Management (TQM) for business and personnel policies

developing employee retention plans to reduce turnover from 80% to lower than 32% in a high turnover

industry.

• Increased sales by 38% in a Consumer Services Company in the first year with same level of inbound

calls while reducing support payrolls by 22%. Designed and integrated new technology operating

systems to provide Shared Services with aggressive Lean Management initiatives supporting sales

scripts increasing closing ratios.

Education

• Graduate School – Internet Technology - E-Commerce, University of Dallas, Dallas, Texas

• BBA – Finance/Accounting, University of North TX, Denton, TX

214-***-****

Paul Whitley

aco72k@r.postjobfree.com ~ www.pwhitley.com ~ LinkedIn ~ Online Profile

PROFESSIONAL EXPERIENCE

PJW FINANCIAL LLC JANUARY 2009 - PRESENT

FRACTIONAL CFO / COO / BUSINESS DEVELOPMENT CONSULTANT, ENGAGED TO DEVELOP LENDING PACKAGES, SOURCE FUNDING, MERGERS /

ACQUISITIONS AND CREATE NEW BUSINESS VERTICALS.

• Secured interest and LOI’s from Crestline Investors, Macquarie Group Limited, Viewpoint Bank, Patriot

Capital, Javelin Capital, Hudson Cove and U.S. Capital Partners that have offered $30M funding options

for a Public Company in the Payment Industry.

• Created and implemented sales and CRM systems for a Home Services Company that led to a revenue

increase from $32M in 2009 to $50M in first 12 months; profit increased from $770k to $4 in the first year

alone.

• Designed IT software systems to generate cost savings and improve customer CRM, matching of internal

employee sales skills to external customer needs. The system provided provide shared services to

support sales scripts and closing ratios to increase sales by 38% in the first year with same level of

inbound calls and reduced support payrolls by 22%.

• Launched aggressive lean management initiatives and product sourcing strategies that lowered related

costs by 55%.

• Audited existing portfolios and identified where unusual non-contractual activity was usurping profits.

•

• SURGE CAPITAL – Hedge Fund – Liquidated 2008 May 2005 – December

2008

• SVP, Business Development / Underwriting / Portfolio Management

• Promoted from VP Business development to SVP managing portfolio manager, audit staff and business

development.

• Launched marketing program that resulted in an average of 410 in-bound calls per month for new deals;

marketing efforts resulted in $485M in credit lines and $237M in new funds employed.

• Secured $100M deal with Kennedy funding; negotiated complex revenue sharing agreement, structured

funding process for offshore funding arrangements and established risk management controls.

• Structured transactions to achieve an unlevered 23% ROI for account lines of credit.

•

• CAPITALSOURCE FINANCE, LLC – Migrated into a REIT 2005 eliminating new business May 2001 – May

2005

Business Development Officer

• Recruited by CEO to develop a new division in Rediscount Lending for sourcing, Credit Risk, Audit

Procedures and Risk Mitigation for niche markets in the ABL.

• Produced $540M of the total $1.5B produced in the company for 2005, number one producer in company.

• Built a winning team of Underwriters, a VP of Capital Analytics and a VP of Portfolio Management.

• Created the business plan that was used to start the Rediscount line of business with CapitalSource.

• Wrote 2 whitepapers on vertical lines of business to engage after employment.

•

• FINOVA CAPITAL CORPORATION –Liquidated 2001 April 1996 – March

2001

AVP Business Development Manager

• Chairman’s Club Member producing $395MM in credit lines, $128MM in funding, organic growth of

earning accounts grew to $1.2B.

• Created, worked with database of 38,000 companies to source new business in the US for the division.

• Accomplished lead generation in excess of 400 inbound contacts monthly to support the division growth.

TECHNOLOGY SKILLS

NetSuite, Vertical Solutions, Microsoft Dynamics CRM, Cloud Based products for ERP, POS, Data Room and Real Time

Resource Management, GeoTelematics, GE Retail Systems, all Microsoft Office Products – Word, Excel, PowerPoint,,

Access, Publisher, Web Expressions, Adobe Graphics and Multimedia Products, Goldmine – System Administrator,

SalesLogix Client - System Administrator – Architect Crystal Report Writer, FoxPro, Java, HTML

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