Adam M. Valdez
***** ******** ***** ********: 818-***-****
Encino, California 91436 E-mail: *******@********.***
PROFILE Senior Executive
Overview - Energetic and decisive leadership with ability to guide
organizations to their fullest potential. Qualified by over 20 years in
business management with Big Four and as principal and consultant in
private ownership providing results-oriented focus on business
development, internal infrastructure, marketing, and strategic alliances.
Established history includes: (1) successfully shaping financial and
marketing strategies; (2) creating rapid growth in start-ups and mature
businesses; (3) analyzing opportunities and aggressively pursuing
competitive direction with business alliances; and (4) improving
operating efficiencies and margins.
Financial Management - Equally effective in a variety of organizational
structures includes: financial analysis, planning, profitability
analysis, P&L accountability; analysis relative to acquisitions including
business and legal analysis, due diligence, managing acquisitions; and
guidance of financial progress within internal organizations to meet
corporate objectives of target return and aversion to risk.
Value Offered - Cross-functional management strengths, consultant,
motivator and catalyst, establishing cohesive internal business cultures.
Negotiator and leader of marketing, and business development, network
development, distribution, quality programs, and operations to increase
shareholder value and business growth. Global business acumen to
integrate business potentials into cross-marketing opportunities. Bi-
lingual Spanish / English
EXPERIENCE
Paragon Consulting Group, Los Angeles, California 1994 - Current
Principal
Highlights: Founded human resources consulting firm based on my background
with audits, tax, corporate finance, and retirement plan consulting.
Develop strategic and operational plans for wide-range of businesses,
evaluating, structuring; improving operating efficiencies with general
financial/statistical analysis, cost analysis, budgeting, financing,
benefit planning, staff forecasting. - bringing solutions to small-and
large-scale issues. -Sample Contributions include:
Business Development
. Business Strategy: Identify highly specialized projects and match the
talent, systems, tools, and parameters to meet the client need.
Utilize a broad range of analysis to provide an interchangeable mix of
capabilities to bring to short and long-range objectives. Conceive,
develop, and implement strategic planning processes of organization.
. General Management: Combine operational knowledge, profit center
management with administrative balance that requires an independent
assessment of profit objectives, budgets, and client strategies. Work
closely with clients across disciplines including legal, labor
relations, human resources, business affairs, programming, finance,
technology, market, press, and more.
. Business Growth: Grew business enterprise-developed a national business
enterprise. Select and train highly specialized professional staff, and
deliver consulting services to ensure a proactive client relationship
and overall servicing to a broad spectrum of businesses.
Apply a rich understanding across disciplines of actuarial, legal,
business management, human resources - beyond the normal scope of
business expertise and delivering a broad range to the client.
. Project Synopsis: Consulting projects varying time from five month
period to twelve month+. Included, in one case, an actual physical
move from California to Virginia that involved transferring a massive
amount of information, processes, and selection of staff -accomplished
without incident.
Other projects have included, but were not limited to: historical data
cleanup and reconciliation of work history for payments made to
terminated vested participants in company's pension and 401(k) plans;
documentation of company workflow processes and conversion of
retirement plans; retiree healthcare redesign; implementation redesign
of Health and Welfare plan to new service vendors; satisfying
corrective calculations to IRS Employee Plans Closing Agreement Program
("CAP"), and a clear involvement with HR needs and servicing of
employee benefit plans and HR functions.
. Personal Business Clients: A partial representative client list
includes:
. Charles Schwab (San Francisco); Transamerica (Los Angeles;
UNOCAL Corporation (Los Angeles); Sempra Energy (San Diego);
Union Bank (Los Angeles); Fidelity Investments (Boston);
Northrop Grumman Corporation (Los Angeles); Mercer/Foster
Higgins & Company (Los Angeles);
Continued...
Adam M. Valdez R sum / Page Three
CAREER ACHIEVEMENTS
Paragon Consulting Group, Los Angeles, California
. Personal Business Clients (Cont'd)
. Towers Perrin (California, Virginia, New Jersey, Colorado);
Franklin Templeton (Sacramento); Northern Trust (Atlanta) The
Benefits Group(Los Angeles); Dai-Ichi Kangyo Bank ( Los
Angeles); Watson Wyatt Worldwide ( Los Angeles); Kraft Foods,
Inc. (Northfield, IL);
. Mellon/Price Waterhouse Coopers (Fort Lee, NJ); Wells Fargo Bank
(Los Angeles); Arthur J. Gallagher (Woodland Hills) Hewitt
Associates, LLC (Atlanta);
. EDS (Chesapeake, VA); AECOM Technology Corporation (Los
Angeles) Louis Kravitz & Associates (Encino); Zions Bank (Salt
Lake City); Experian (Orange, CA); Buck Consultants (Los
Angeles);
. T. Row Price Associate, Inc. (Owings Mills, MD); Cummins Inc.
(Indianapolis, IN).
. Staff Clients: Other firm client-examples: American Airlines, Quest,
Baxter, etc; also, represent as Third Party Administrator (TPA) to
numerous companies.
Accomplishments:
. Develop professional and administrative staff to maximize their
potential. Lead by example.
. Partner with major company/clients working closely to achieve
objectives. Negotiate and finalize professional services
agreements.
. Possess leadership, business acumen, creativity, and concern for
people.
. Utilize bi-lingual Spanish/English to interpret Human Resources
(HR) plan administration protocols for employees.
. Track procedures and improved standards identifying Best
Practices.
. Implement consistent procedures that added value to each
business enterprise and increased overall efficiencies.
. Represent company's image as a key point-of-contact. Design
service strategies for clients to maximize the potentials of the
project. Build partnering relationships and proactive approach.
. Reengineer corporate departments involving processes, employees,
systems and chart out what will make efficiencies in operations.
Offer special strength in the implementation of overall company
objectives in appropriate competitive strategy.
. Shift analytical skills to meet client needs. Assess and advise
projects involving executive level nonqualified benefit payments
ranging to $20 million+.
Oxxo Films, Los Angeles, California 1995 - Current
CEO / Principal
Highlights: Concurrently, developed Oxxo Films to raise the profile of
Spanish-language films in the United States. This production and
distribution company is currently a leader in the home video entertainment
market, television and cable. The company mission is to pioneer Spanish-
language films to the U. S. studio film entertainment market and is
recognized as a major player on both sides of the border. Company growth
includes film assets of over 450 titles.
Prior - Gained initial financial / business / consulting experience:
Manager, ABC Group (Actuarial, Benefits, and Compensation), Deloitte
and Touche, LLP,
Los Angeles, California
Consultant, A. Foster Higgins, Inc., Los Angeles, California
Senior Plan Administrator, Watson Wyatt Company, Los Angeles,
California
EDUCATION M.S., Taxation, Golden Gate University, San Francisco
B.S., Accounting/Business Administration, University of Science and
Arts of Oklahoma
Continuing Education: Over 30 hours of graduate-level business
coursework
CERTIFICATIONS CPA, State of Texas
Licensed Real Estate Agent, State of California