Manager Sales
Resume:
Tice (Thaddeus) O'Sullivan ACCA
***** ** ***** **** *****, Aloha, OR 97007
**************@*******.***
PROFILE
I have spent the last 20 years working as a controller or Chief Financial
Officer in financial service businesses. For example, I was Chief Financial
Officer for an investment advisor and broker/dealer and was responsible for
setting up compliance and monitoring practices for businesses as well as
researching and implementing new reporting and tracking software systems. I
have been responsible for setting up accounting departments, hiring and
supervising personnel, preparing and reviewing financial statements, tax
returns and investment performance reports.
ACCOMPLISHMENTS
. Designed back office system to track business initiated on web site to
ensure orders properly completed and commission paid by product
provider. Greatly increased efficiency of business.
. Successfully designed and presented complex financial investment products
marketed to sophisticated investors
. Negotiated acquisitions and sales of multiple businesses/properties.
EMPLOYMENT HISTORY
April 2007 to Present - CFO/COO - DDAJ Corporation, Portland, OR
Acting as both Chief Financial Officer and Chief Operating officer for this
consulting firm, am responsible for financial and strategic consulting
advice for clients.
Projects included:
> Lead role in securing debt financing for corporate clients. Review
financials, initiate contact with lenders and negotiate collateral and
loan terms. One client's monthly cash flow savings were in excess of
$60,000.
> Strategic advice to corporate clients including balance sheet analysis,
asset and company valuations. Act as contract CFO when necessary.
Negotiate with debt (banks, credit unions, hard asset lenders) or equity
providers, review information requests and due diligence items.
> Financial and human resource supervision for affiliated law practice.
Design reports that improve staff productivity and accountability for
billable hours. Review staff performance and prepare budgets for all
practice areas of the law firm
> Act as property manager for commercial properties. Negotiate with tenants
and lenders and consult on maximum property entitlements.
> Take lead role in preparation for office move to new location. Review and
sign off on designs, get bids and supervise construction work associated
with move.
2001 - July 2006 - Senior Financial Advisor - Primafinance.ie, Killarney,
Ireland
As financial advisor, provided advisory services to Irish clients in
personal finance areas such as mortgages, insurance, pensions investments
and savings.
Projects included:
> Designed and supervised the construction of a web based business tracking
system to track income and commission entitlements from web sales.
> Took lead role in design of financial investment product for sale to
client base. Negotiated product terms with option writers, presented
product to agents and clients.
> Wrote articles on all areas of personal finance as a means of increasing
web site profile. These articles were published in national newspapers,
magazines and on the internet.
> Provided financial advice and marketed financial products to clients. Top
ranked sales person for 3 of 5 years.
1995 - 2001 - Chief Financial Officer - Golden Gate Group, San Francisco
As head of the finance and compliance departments, was responsible for all
accounting and financial reporting for a broker dealer and investment
advisor. Set up computerized reporting software packages and supervised
accounting department over multiple offices.
Projects included:
> Took lead role in the conversion of the investment business to an
automated trading network. Reviewed and selected the appropriate client
account software program. Designed modifications of software to comply
with company's trading system. Reviewed and purchased client investment
reporting software. Using this automated trading system saved the company
in excess of $100,000 annually as well as increasing capacity of firm to
manage more client accounts.
Prepared and reviewed consolidated financial statements, tax returns,
treasury reports and investment performance reports. Prepare budgets and
monitor actual performance against this budget. Monitored annual CPA and
securities audits.
> Interviewed and hired staff for accounting department. Supervised staff
at multiple office locations. Conducted performance reviews. Lead role in
implementing accounting software and procedures
> Strategic planning for all entities and regular meetings with owners to
monitor same.
> Negotiated with credit institutions for lending requirements and acquired
loans for investment partnerships
> Designed and presented financial and investment reports to high net worth
clients
1989 - 1995 - Owner - Diversified Management Services, Connecticut
As owner of this company, offered accounting, tax and management services
to a range of clients. Was also hired on a contract basis as manager of a
chain of restaurants.
Responsibilities of company included:
> Management of a Restaurant chain and all aspects of restaurant
management. Perform corporate headquarters functions for chain
> Negotiated purchase of multiple restaurants and took lead role in any
construction required prior to opening.
> Managed budget planning process with site managers
> Prepared monthly/quarterly financial statements in addition to special
reports and financial projections on an as required basis for a variety
of service and construction clients.
> Part owner of a company that developed residential housing. Negotiated
with contractors. Projects included high end small developments and
townhouse developments in excess of 80 homes.
> Prepared quarterly and year end tax returns for a variety of businesses
and individuals
QUALIFICATIONS
2003 - Qualified Financial Advisor (with merit)
2001 - Association of Certified Chartered Accountants (ACCA)
1997 - National Association of Securities Dealers Certifications:
. Series 6 (certified as a registered securities representative)
. Series 26 (certified as securities principal for supervising
securities representatives)
. Series 63 (qualified in compliance with local/regional securities
laws)
1983 - University College Dublin Bachelor of Commerce (Corporate Finance).
References available on request
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