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Debt resumes in San Diego, CA

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Human Resources Management

San Diego, CA
... Executed small subordinated debt private placement. Renegotiated bank credit agreement. Renegotiated treasury services fees by introducing competitor at $150K annual savings. Developed improved forecasting models; implemented improved accounting ... - 2016 Jul 09

Sales Management

San Diego, CA
... Key!player!in!$1B!in!debt!and!equity!financing!transactions!coupled!with!very!successful!IPO.! "! As!Interim!CFO,!designed!and!improved!sophisticated!financial!processes,!systems,!and!controls.! "! Completed!over!$1B!in!acquisitions!and!divestitures ... - 2016 Jun 23

Management Project

San Diego, CA
... • Strengthened clients budgeting and investing skills by assisting in debt, tax and social security management. • Licensed for health/life along with securities in state of Iowa (Series 6 & 63). EDUCATION University of Iowa, Iowa City, IA 2011 ... - 2016 May 13

Customer Service Financial

San Diego, CA
... Calculated Debt Service Coverage Ratio (DSCR) minimum and average Equity Return (IRR). Created a Data Table for occupancy % in the space provided on the executive summary. SKILLS / COMPETENCIES Languages – English (fluent); Mandarin (native) ... - 2016 Apr 19

PM (PMO), Waterfall methodology

San Diego, CA
... (manufacturing, including FDA regulated), Marketing & Advertising Agency, Biotechnology, Internet Information Providers, Automobile, Medical Laboratories & Research, Business Services, Sports, Business Software & Services, Credit (Debt Management). ... - 2016 Apr 01

Finance Excel Budgeting KPI SQL

San Diego, CA
... develop and lead annual budget and quarterly forecast process Preparation of all financial packages for the executives, department heads, school directors and our owners (a private equity firm) Cash flow and balance sheet managing to adhere to debt ... - 2016 Apr 01

Finance Manager, treasury, accounting, reporting, analysis, budgeting

Poway, CA
... Management of $300M commercial paper program Involvement in all stages of debt issuance including primary responsibility for ratings agency presentations around $2B long term debt program. Primary responsibility for monitoring and reporting of ... - 2016 Mar 29

Project Management, Budgeting, Forecasting, and Team Development

San Diego, CA
... Created action plan to reduce technical debt for applications by analyzing defect tickets, monitoring histories, and application logs. •Coordinated all major projects such as failover and disaster recovery, data center upgrades, and services for all ... - 2016 Mar 25

Finance Attorney

San Diego, CA
... Represent lenders and companies in documenting a wide variety of debt financings in excess of 100 million dollars in the aggregate. Negotiate and prepare various legal documents relating to the origination and restructuring of loans, including ... - 2016 Mar 11

Financial Analyst

San Diego, CA
... Also developed analyses for leveraged buyouts, equity and debt financings, hybrid securities and valuation analysis for privately-held water utilities Assisted Merrill Lynch with valuation of San Jose Water Company, a $490 million acquisition target ... - 2016 Jan 19
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