To Whom It May Concern:
I've reviewed your posting for a Vice President of Operations and believe
that my skill set is a strong fit with your requirements.
I joined Installed Building Products, a construction company in Columbus
Ohio, in 2000. I built all of the processes for the Company's acquisition
rollup strategy which resulted in 400% sales growth between 2000 and 2006.
After being promoted to VP of Sales and Marketing, I created and
implemented the operational, administrative, and financial processes for
IBP's SaveWithInsulation division across 15 different markets.
In addition to managing the acquisition process and rollout of
SaveWithInsulation, I also participated in the Company's capital raise,
worked on various financial analyses and process improvement initiatives,
and helped integrate new companies.
I want to move into an operational role with a medium sized company where I
can continue to develop professionally.
Regards,
Jeff Caswell
Jeffrey Todd Caswell, MBA, CPA
4720 Old Ravine Court, Columbus, Ohio 43220
Home 614-***-****
**************@*****.***
Cell 614-***-****
Strategic Advisory / Financial Planning and Analysis / Business Development
SUMMARY
Financial leader with experience in complex financial strategy setting and
execution. Regarded by colleagues as a trusted advisor, patient educator,
entrepreneurial thinker, diligent professional, loyal employee, and valued
team member.
Core Competencies:
Strategic advisory GAAP compliant financial reporting
Operational process implementation Complex financial forecasting and
planning
Acquisition and integration Business valuation
execution
Motivational management Capital raise experience
EDUCATION
Masters in Business Administration, The Ohio State University, Columbus,
Ohio, 1999
Weidler Scholar, Pacesetter Award Recipient
Bachelors of Science in Accounting, Miami University, Oxford, Ohio, 1993
PROFESSIONAL EXPERIENCE
Strategic Advisory Services,
November 2009 - Present
Founded Strategic Advisory Services, LLC a full service audit, tax, and
advisory services firm with the mission of providing CFO advisory services
to middle market clients. Results include:
. Securing a letter of intent to sell a distressed, $10 million
industrial services business
. Creating a 2010 operating budget for a commercial services business
. Redesigning a cash flow forecasting model in Excel for a distressed
organization
. Auditing the consolidating journal entries of a $4.5 billion
aviation company with 48 subsidiaries
. Preparing a $7.2 million FAR compliant construction proposal for a
governmental agency
Installed Building Products, LLC August
2000 - October 2009
Director of Corporate Development
IBP, a $500 million building products company, specializes in the
distribution, sale, and installation of a wide range of building products,
including insulation, fireplaces, shelving units, shower door manufacturing
and installation, custom mirrors foundation waterproofing and more.
. Developed strategy, product pricing, marketing, key financial
metrics, incentive compensation systems, and accounting
infrastructure for new SaveWithInsulation division
. P&L responsibility for a team of 22 sales, marketing and call
center agents
. Led acquisition sourcing, due diligence, and integration of 72
companies growing IBP sales by 400%
. Prepared various financial models and scenarios to determine
optimal mix of senior, stretch senior, mezzanine, and private
equity capital
. Raised more than $200 million in private equity, mezzanine, and
senior debt
. Provided banks GAAP compliant financial forecasts and consolidated
covenant calculations for new acquisitions
. Improved acquisition integration efficiency allowing IBP to close
26 deals in 24 months
. Negotiated key employment, noncompete, and acquisition related
contracts
Huntington Bancshares Inc.
1996 - 2000
Assistant Vice President of Corporate Development
Huntington Bancshares Incorporated is a multi-billion dollar regional bank
holding company, headquartered in Columbus, Ohio, providing full-service
commercial and consumer banking services at over 600 banking offices.
. Jointly redesigned business line operations with McKinsey and
Company consultants
. Raised $30 million in equity financing for bank technology
initiative
. Forecasted GAAP earnings per share impact on potential bank
acquisitions
. Managed analytical and due diligence coordination on acquisitions
with over $1 billion in combined deal value
. Improved back office cost savings estimates by partnering with
operational personnel
. Created discounted cash flow valuation approach for valuing non-
bank acquisitions
. Assisted with investor relations presentations
. Completed various internal control reviews throughout the bank
documenting exceptions and communicating results with key
stakeholders
Crowe Chizek and Company, Columbus, Ohio
1994 - 1996
Senior Auditor - Financial Institutions - SEC Reporting Experience
Deloitte and Touch Tohmatsu, Dayton, Ohio
1993 - 1994
Auditor - Various Industries - SEC Reporting Experience
PROFESSIONAL DEVELOPMENT& TRAINING
. Passed CPA Exam (First Attempt), (Currently Active - license 33214)
. Negotiation Strategies for Managers - Northwestern University
Kellogg School of Management
. Acquisitions in the Construction Industry - FMI Corporation
. Negotiations and Tax Aspects of Buying and Selling a Business -
Surgent & Associates
. Mergers, Acquisitions and Business Valuation - National Center for
Continuing Education (NCCE)
. The Conference Board: East Coast Mergers & Acquisitions Conference
. Member of the Association for Corporate Growth (ACG)
. Member American Institute of Certified Public Accountants (AICPA)
. Resnet approved home energy auditor
COMMUNITY SERVICE
Kiwanis Soccer Coach, Optimists Baseball Coach, Cub Scout Den Leader,
Parent Teacher Organization
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To Whom It May Concern: