JAY S. LEVINE, CFO and MBA
Arvada, CO. 80005 ***.*********@*****.***
Accomplished Financial Executive with extensive experience growing
profitable retail, distribution and manufacturing organizations. Success
is the result of focused and skilled leadership of all financial,
administrative, and customer care functions. A proven record of
identifying new business opportunities and molding the organization to meet
the new challenges. Possess unique combination of small company hands-on
drive to succeed and large company management and organizational skills.
PROFESSIONAL SKILLS
Leader, Team Builder and Mentor Strategic Planner and Tactical
Organizer
Skilled Negotiator International Sales and Credit
Management
HR, Risk and Legal Affairs Multi-site Multi-state Management
Management
Financial and Information System Expert Metrics Manager
Designer
Start-up and Turnaround Management Technology and ERP Implementations
Experience
Banking Relationships Manufacturing and Distribution
Management
M&A Due Diligence, Funding and Big 4 Audit and Board Reporting
Integration Experience
EDUCATION
University of Colorado at Colorado Springs, MBA
> Recognized and honored as Outstanding Graduate Student in Operations
Management
University of Colorado at Boulder, B.S. Business/Accounting
> Honored with induction into Beta Gamma Sigma
PROFESSIONAL EXPERIENCE
SMALL BUSINESS MANAGEMENT ADVISER, Denver, Colorado 2008 - Present
> Creator and facilitator of a unique business management and advisory
program providing operational and strategic guidance to small
businesses with limited organizational infrastructure. Clients served
are system contractors and electronic parts distributors that range in
size from $3 to $12 million in revenue.
The scope of services provided are:
> In-depth financial and operational management review and direction
> Hands-on training of the business owner tailored to specific aspects,
emphasizing Cash and Balance Sheet management of client's business
> Focus business owner on creating and achieving short-term tactical and
long-term strategic goals
PROFESSIONAL SECURITY ALLIANCE (PSA), Denver, Colorado 1999 - 2007
Chief Operating and Financial Officer
Dynamic and hands-on executive leader of a $60 million global " virtual "
purchasing cooperative, specializing in the sales and distribution of
electronic security equipment and was a leader in developing and delivering
efficient " B to B " commerce. Full responsibility for P&L and creation of
new business opportunities with direct management of Vice Presidents of
Sales, Finance, Operations and Marketing
Key Achievements as Chief Operating and Financial Officer:
> Successfully "turned around" failing company within 12 months of
identifying its financial and operational problems, in addition to
taking the company through an "audited financial restatement" for the
year prior joining PSA
> Changed corporate culture and redesigned workflow which led to
tripling Revenue per Full Time Employee ( to $2.4 MILLION per FTE )
and increasing revenues by 20% during the 2001 Recession
> Improved corporate liquidity by reducing Dales Sales Outstanding (DSO)
from 115 days to 55 days, reducing bank debt by 95%
> Redesigned Call Center workflow and incoming call queue distribution
which resulted in a 30% reduction in staff requirements and ensured
every call was handled "live"
> Exceeded company budgeted Profit Plan throughout tenure with PSA
SUNRISE MEDICAL, Boulder, Colorado 1989 - 1999
Various Executive Positions including CFO, VP and Director of Operations,
and General Manager
Provided financial and operational executive leadership within various
business units of a $750 Million global home medical equipment manufacturer
that sold through a dealer network comprised of 3,000 independent
businesses.
Key Achievements as General Manager, Sunrise Financial Services (1997-1999)
> Created Sunrise Financial Services by merging existing business units,
SunMed Finance and Sunrise Credit and acquiring a Medicare consulting
business into a cohesive organization that drove 15% corporate sales
increase and minimized global credit risks
> Doubled the size of SunMed Finance portfolio of Installment Sales
Contracts during an 18 month period
> Negotiated national service and consulting contracts for Sunrise
Consulting surpassing projected Due Diligence profitability model
Key Achievements as Vice President and Director of Operations for Kid-Kart
(1996-1997)
> Rapidly integrated Kid-Kart into Sunrise and with increased
distribution of products coupled with improved employee morale,
yielded 10% improvement in the unit's Return on Sales within 3 months
> Oversaw the development of Quality Control System to ensure compliance
with the FDA's GMPs (Good Manufacturing Practices) and to attain ISO
9001 certifications
Key Achievements as Chief Financial Officer for Jay Medical (1989-1996)
> Led the Due Diligence team including Legal, Tax, Audit and Operations
assigned to acquire Kid-Kart
> Managed the business to a 27% EBIT with zero bank debt
> Designed and implemented a fully automated Actual Costing System and
implemented state of the art ERP
> Created Team oriented executive management bonus system based on
defined success metrics that drove corporate productivity improvements
CURRENT, INC., Colorado Springs, Colorado 1979-1989
Various Executive Positions including Chief Accountant and General Manager
- Retail
Provided hands-on financial management of a direct mail manufacturer and
marketer of social expression products that grew from $65 million to $180
million, and started up wholly owned retail subsidiary that profitably
expanded into five western states in 3 years.
Key Achievements as General Manager, Owl Stores, Inc. (1985-1989)
> Determined and developed regional merchandising strategies that
capitalized on demographic differences resulting in each corporate
store being the leader in the Revenue per Square Foot metric for their
respective malls
> By second operating year every store was profitable and generating
+positive cash flow "
> Designed state-of-the-art Point of Sale check out retail system which
led to staff reductions at each store
Key Achievements as Chief Accountant, Current, Inc. (1979-1985)
> Designed and implemented Standard Cost Accounting System with
resulting financial and operational reporting systems that led to
99.9% dollar and unit accuracy with over 150 million pieces in
inventory
> Worked closely with Creative Art Staff and Marketing Management to
develop products that met customer needs and achieved necessary Return
on Investment for company
> Created Manufacturing Operations and Plant Accounting team in multiple
facilities that produced immediate and actionable information
resulting in 10% corporate productivity improvement
PROFESSIONAL AND PERSONAL REFERENCES UPON REQUEST