Post Job Free

Resume

Sign in

Management Sales

Location:
Franklin Lakes, NJ, 07417
Posted:
May 24, 2016

Contact this candidate

Resume:

Michael F. James 203-***-****

*** ******** **** ******** *****, NJ 07417 acuxib@r.postjobfree.com

SUMMARY

Strong management, finance and operations skills evidenced by results at senior level for a manufacturing firm, an energy distribution company as well as 3 major financial services firms.

Seasoned operator with experience in strategic planning, M&A execution and seamlessly integrating marketing, business development, human resources, supply chain management and finance into a revitalized business strategy for a growing company

Advanced financial modeler using MS Office and a variety of financial software packages. Well versed in enterprise finance/ reporting systems

Solid practical background in a broad array of roles ranging from CFO to senior banker, both domestic and international.

Extensive accounting background (passed CPA Exam on first attempt)

EXPERIENCE

ROBISON ENERGY LLC, Elmsford, NY 2014-Present

Chief Financial Officer

Oversee all financial operations for a $250MM PE owned energy distribution company, including commodity procurement and hedging, HVAC project oversight, heating oil, gas and electricity hedging, fleet management, cash management, management reporting and credit and collections.

Took the lead on successfully restructuring the company into 2 divisions (residential and commercial),

with PE infusion of capital.

Established significantly improved financial policies and procedures to ensure more streamlined annual audit,more timely and accurate month-end financials as well as management reports and KPIs for Private Equity partners.

Infused more discipline in the finance department and re-allocated resources to allow team members to develop their skills through increased delegation of tasks

Developed several software programs to better manage tracking inventory and hedging cost allocations.

Initiated intensive cost cutting to address longstanding unnecessary waste. ImpIemented budget process to hold managers accountable for controlling costs and margins..

DOVER TOOL OF CONNECTICUT,Bridgeport, CT 2007 – 2014

President/CFO

Grew sales volume from $3.3MM in 2007 to sales of over $20MM in 2013.

Restructured the operations of a 35 year spare parts manufacturer to accommodate profitable growth.

Developed monthly budgets, forecasts and financial reports for banks. Instituted rigorous cost management, DOE contract bidding, financial planning and forecasting regiments within the organization. Instituted and maintained ERP system. Adhered to FAR and Government Cost Accounting guidelines.

Arranged complex working capital facility based on contracts during difficult lending environment.

Implemented significant lean manufacturing tools and continuous improvement guidelines

Instituted upgrades to daily operations, drastically enhanced quality system to improve upon product traceability and part inspection procedures, instituted insurance coverage plan to safeguard assets and unplanned company shutdowns, coordinated vendor relationships, instituted HR performance review processes and IT transformation..

Selected and hired talented machinists and quality managers, implemented improved workflows and processes, which returned the business to profitability

Established relationships with new potential customers and succeeded in developing major role as a supplier to GE Aviation, the Company’s first foray away from government sales.

Arranged for the sale of the company in late 2013 to a strategic buyer.

BEAR STEARNS & CO., New York, NY 2001 – 2007

Managing Director, Health Care Finance Group

Responsible for banking coverage of Health Care clients in the HCF Group. Activities include debt advisory, merger/acquisition advisory, rating agency advisory and restructuring, primarily for major US hospital organizations.

Managed a group of 3 bankers responsible for broadening the firm’s relationships with new clients.

Arranged over $2.5 billion in debt and oversaw 10 debt restructuring projects as the senior banker. Accountable for swap fee generation in excess of $15MM in just over four years.

GENERAL ELECTRIC CAPITAL CORP., Stamford, CT 1994 - 2001

Managing Director, Structured Finance Group

Managed the Commercial and Industrial Group, comprised of 8 professionals.

Responsible for restructuring and/or financing mid/large corporates in a variety of sectors, including consumer goods, publishing, aerospace, medical instrument, paper and chip manufacturing.

Product focus included First and Second Lien Leveraged Bank Debt, Single Investor and Leveraged Leasing, Subordinated Debt and Mezzanine Equity

Increased annual investment volume from $425MM in 1995 to $1.3BN in 2000.

Initiated transactions with corporate borrowers through both direct calling and PE intermediaries.

Extensive Six Sigma training

1998,1999 & 2000 Pinnacle Award Winner awarded annually to GECC’s top few employees

MERRILL LYNCH & CO., New York, NY 1991 -1994

Managing Director, Investment Banking

Advised on over 20 deals, including sell-side and buy-side M&A, IPOs, leveraged buyouts, and debt and equity financings; managed team of 3Associates and 2 Analysts

Specialized in Business Services, Telecommunications, Consumer and Industrial sectors and advised on notable mergers over 6 years, including deals for Waste Management, Time Warner, Warner Lambert and Blount Industries.

Contributed to sourcing process and developed relationships with CEOs and CFOs at over 40 new client companies and potential IPO/M&A candidates

Developed calling list for Industrial prospects; Initiated discussions with most and successfully attracted 12 new clients

Spoke at several industry conferences on a variety of topics

MERRILL LYNCH & CO., New York, NY 1983-1991

Managing Director, Money Markets Origination

Managed a team of 7 originators covering money market borrowing prospects/clients throughout Europe, Asia, Australia, Canada and Latin America.

Originated over 110 new US Commercial Paper programs and over 60 US & Euro MTN programs. Total client CP outstanding volume exceeded $24 billion at year end 1991, from $3 billion in 1988.

Originated and structured 15 asset backed CP programs for banks.

COOPERS & LYBRAND, Denver, Colorado 1981 – 1983

Associate

Intern for Fall 1981 and summers during school

Worked on audit staff for several Fortune 500 clients. Supported various partners through all aspects of annual audits and tax preparation work.

Managed audit engagements for mid-sized corporate clients

EDUCATION

AMOS TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE, MBA Graduated 1983

CLAREMONT McKENNA COLLEGE, BA Economics Graduated 1981



Contact this candidate