Management Accounting

Christopher Y. Pelgrift

** **** ****** **** . ********, Connecticut 06903

510-***-**** . **********@*****.***

Executive Summary

Seasoned professional with full complement of finance, operational and

administrative experience:

_______________________________

Financial & Strategic Planning . Accounting & Audit . Cash Management

. Computing & Analytical Skills . Forecasting & Budgeting . Growth

Scaling . Capital Structuring & Transactions . Leveraged Finance . Contract

Negotiation . Mergers & Acquisitions . IPO Staging & Execution . HR &

Organizational Development . Team Building . Performance Management Systems

. Operating Metrics . ERP & IT Infrastructure Management . Asset

Stewardship . Board Presentations & Communications . CEO Thought-

Partner . For-Profit Emerging Growth . Non-Profit Governance &

Compliance . Social Entrepreneurship & Reform . NFP Capital Raising &

Fund Accounting . Educational Institutions & Services

Education

Stanford Graduate School of Business, Stanford, CA - M.B.A., Finance, 1987,

Arjay Miller Scholar

Amherst College, Amherst, MA - B.A., Finance, 1983

________________________________________

Fuller Theological Seminary, Menlo Park, CA - M.A.T., Metaphysical

Philosophy and Theology, 2006

Experience

Park Ridge Advisors, Stamford CT

2009 - Present

Partner/Consultant

Financial and corporate advisory firm providing management, financial and

advisory services to privately owned, for-profit and not-for-profit

entities, as well as private secondary educational institutions.

Park Ridge client advisory projects included:

. Worked with small public manufacturer in preparation of annual and

multi-year strategic plan; inclusive of review with CEO and applicable

Board committees

. Providing financial, strategic planning/analytical support to large

shipbuilder

. Conducted comprehensive strategic review, business model revision and

five-year planning initiative for 150-member consortium of New England-

based not-for-profit organizations

. Assisted a local K-12 independent school develop a financial and

business strategy for implementing a new school-wide technology

investment project designed to radically modify the economic profile

of the school

. Interim CFO assignment with private services company; during

employment term, focused on driving a set of performance metrics

inclusive of revenues, profitability, operational efficiency - all as

agreed with senior management and Board.

Envision Schools, San Francisco, CA/Denver CO

2006 - 2009

Chief Financial Officer / Chief Operating Officer

Charter school management organization, a 501(c)(3) public benefit

corporation. Network of six high schools dedicated to urban communities of

under-served, first generation college-bound youth.

. Senior member of Envisions' leadership team with responsibility for

company's strategy/finance planning, accounting, HR/organizational

development, facilities, IT, compliance and administration

. Partnered with CEO to drive organizational performance against budget

and long-term goal

Envision Schools, cont'd:

. Managed finance and accounting functions including capital raising,

financial planning, budgeting/expense control, operational reporting,

cash management, audits and general fiduciary duties

. Developed long-term capital partnerships to fund organization in an

otherwise capital-starved industry

. Transformed staffing and systems infrastructure to new stage of

functional effectiveness, growth and profitability profile, reflected

by 140% increase in student enrollment, 116% revenue growth and

improving margins with scale.

. Instrumental in launch of new school openings in Oakland and Hayward,

CA

. Central participant in raising capital through philanthropy grant

procurement, federal and state funding sources, in addition to

traditional banking and real estate financing organizations

. Led selection and implementation of fully integrated ERP system across

entire school network

. Key role in establishment of urban reform "model" charter school in

Denver CO including strategic plan, funding, site selection,

regulatory interface, organizational plan and financial/operating

systems

. Staff member of the Board's Executive, Finance and Audit Committees;

served as Treasurer and Secretary

Banc of America/Montgomery Securities, LLC, San Francisco, CA

1999 - 2004

Managing Director, Chief Business Officer - Technology Investment Banking,

2002-04

Managing Director - Head of Technology Equity Capital Markets, 1999-2002

Investment bank focused on capital raising, mergers/acquisitions and other

strategic/financial advisory services in domestic growth sectors

. Led strategy development, business planning and budgeting, operations

management, IT, compliance and legal functions for $100M revenue

business unit.

. Recruited, trained and motivated a staff of over 50 professionals.

. In Capital Markets role, was instrumental in achieving broad scope of

technology underwriting transactions

. Executed public and private securities issuance, IPO structuring, and

marketing and distribution.

Implemented staffing and cost structure overhauls while maintaining scale

and margins to maintain profitability during 2002-04 market downturn, all

amidst vast competitor losses during this period.

Led struggling capital markets team to a 117% revenue gain, improving

market share from 15th to 6th.

Served on Capital Commitment Committee, authorizing all principal and

underwriting activities of the Firm.

Robertson Stephens and Co., San Francisco, CA

1997 - 1999

Principal, Head of Applied Technology/Industrial Growth - Investment

Banking Group

Boutique investment bank focused on "IPO's", other strategic capital

raising, and mergers/acquisitions in domestic growth sectors

. Managed corporate finance/mergers & acquisitions practice for mid-

sized emerging growth clients

. Led team of four investment banking professionals and two research

analysts

. Increased business units' client count, transactions and revenues by

28%, 41% and 84% respectively.

Plynetics Corporation, San Leandro, CA 1994 -

1997

Chief Operating Officer / Chief Financial Officer

Provider of CAD-derivative manufacturing technologies and services

. As hands-on manager, provided strategic, financial, and operational

direction to CEO and Board.

. Budget management including development of effective tools for field

collection and synthesis for management reporting.

Plynetics Corporation, cont'd:

. Implementation of financial and operational processes to improve

corporate profits;

. Management of annual audit process;

. Directed and supervised operational cost management, finance and

accounting processes, corporate development and "M&A" activities.

. Managed relationships and capital raising transactions with private

equity and investment banking partners.

. Orchestrated two successful acquisitions and subsequent profitable

sale of combined company to larger industry leader.

William Hill & Company, Napa, CA

1990 - 1994

Chief Finance and Planning Officer

Parent company of William Hill Winery and related vineyard development

investment and operating projects

. Managed administrative, financial, and risk management operations of

company

. Developed and executed company strategy, capital funding, operational

metrics, full-cycle accounting, and financial control systems

. Spearheaded negotiation and subsequent purchase of three vineyard

properties and sale of two profitable projects

. Successfully structured, negotiated and executed sale of William Hill

Winery to Allied Lyons Corporation

CS First Boston Corp., New York, NY

1983 - 1990

Associate, Investment Banking - High Yield Finance, 1987 -- 1990

Analyst, Investment Banking - Corporate Advisory Group, 1983 - 1985

. Participated in all aspects of capital raising and advisory

assignments relating to corporate acquisitions, leveraged buyouts,

reorganizations and emerging growth company financings.

. Responsibilities included deal structuring, terms negotiation, due

diligence, client interface, financial/valuation analysis, legal

documentation, compliance, securities marketing materials, sales team

presentations, and after-market support.

. Co-founded the firm's High-Yield Finance business unit.

Contact this candidate