MARCUS R. BONE
Austin, Texas 78759
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Senior Financial Manager
An aggressive financial professional that has substantiated successes in banking,
health care claims, semiconductor manufacturing, construction, and small business
restructuring. Tested leader with the skills and experiences to assess cross-
functional problems, prioritize them, communicate with all stakeholders and
implement creative solutions. Capabilities to help clarify the corporate vision,
develop financial models and then create plans to achieve the strategic goals.
_____________________ PROFESSIONAL PROFILE _____________________
• 26 years of senior level leadership experience in managing and developing companies ranging
from $2M in sales to $1.2B in assets.
• Linked QA monitoring programs with operations, reducing operational errors by 90%.
• Created and managed financial operations in multiple locations and states.
• Developed strategic business plan designed to take $20 million closely held company to $45
million level of mezzanine financing.
• Coordinated and enhanced operations, customer service and QA aspects in a team oriented
environment for $16M company.
• Designed, developed and delivered financial presentations to nationally recognized private
equity investors in support of $25M funding plan.
• Created an integrated strategic financial model with a 5-year horizon that incorporated
marketing, financial and operational objectives.
• Managed the development of a team oriented corporate culture to operate daily manufacturing
activities in a profitable manner.
• Drove the design, development and implementation of next generation Information Systems for
3 different companies.
_____________________ PROFESSIONAL EXPERIENCE ___________________
TEXAS MEMORIAL LIFE INSURANCE COMPANY, Austin, Texas
Chief Financial Officer 2009
Texas Memorial Life and its affiliated company, Texas Memorial Administrators, were licensed in
Texas to provide pre-need life insurance policies. The companies had $22M of policies in force
and were regulated by both the Texas Department of Insurance and the Texas Department of
Banking. Directed the policy administration, financial accounting, IT, financial analysis and general
administrative functions.
• Restructured the financial reporting system of the company to properly reflect the financial condition on
a monthly basis.
• Generated the 2008 Annual report along with the 2009 First Quarter report for the Texas Department of
Insurance and the Texas Department of Banking.
MINYARD COMPANIES, Cedar Park, TX
Chief Financial Officer 2006 -- 2008
The Minyard Companies were 4 closely held companies in the construction industry. The
companies provided electrical, plumbing and mechanical subcontract work to general contractors,
service related work to commercial and residential customers and they manufactured air
Marcus R. Bone Page 2 of 2 *-****@******.**.***
conditioning duct for commercial construction projects. Combined sales for the companies
reached $16M. Managed the financial accounting, purchasing, IT, human resources, job costing,
financial analysis and general administration functions.
• Implemented new management structure to accommodate 100% growth in 2 years.
• Developed and installed new internal control systems and procedures.
• Created cash flow projections and financial reporting programs for each company.
• Restructured purchasing function to accommodate a tripling in PO requests.
• Enhanced and strengthened accounts receivable process to handle a tripling in invoices.
CFO SUPPORT SERVICES, Austin, Texas
President 2001 -- 2006
CFO Support Services was a private consulting firm that provided financial management
expertise to small and mid-sized businesses to help them toward their long-term objectives.
Clients of the firm included businesses in retail sales, wholesale distribution, professional services
and transportation industries.
• Provided business strategy assessments and development plans.
• Analyzed and developed capital/debt restructuring plans.
• Developed cash flow projection models.
• Identified appropriate funding sources and facilitated financing efforts.
• Implemented cost accounting and variance analysis reporting.
• Studied organizational processes and made recommendations to maximize profit potential.
• Developed and implemented new internal controls and fiscal oversight.
ION IMPLANT SERVICES, Austin, Texas
Chief Financial Officer 1993 -- 2001
Ion Implant Services was a closely held company that provided an outsourced manufacturing
service to Semiconductor manufacturing companies. Directed the financial accounting, IT, HR,
financial analysis and general administrative functions within the company to facilitate the
company’s growth from $9M to over $21M in sales. The company had manufacturing operations in
three states.
• Developed systems and procedures necessary to better coordinate and manage the administrative and
operational functions of three locations, saving over $ 400K a year.
• Directed the conversion and enhancement of the company’s work-in-progress control system, billing
system and customer information system into a new database system.
• Fulfilled the role of Operations Director for over 18 months while still performing all CFO related
functions.
• Led the strategic funding and planning process necessary to expand the company to an IPO level.
• Directly involved in obtaining, negotiating and interfacing with leading investment banking firms as part
of the funding plan.
Ronald Luke & Associates, Austin, Texas
Chief Financial Officer 1991 -- 1992
A closely held company specializing in cost containment of health care claims for insurance
companies and third party providers. Annual sales totaled $7M from operations in 5 cities.
Texas Commerce Bank – Austin, Austin, Texas
Chief Financial Officer 1983 -- 1991
Texas Commerce Bank-Austin was a $1.2B bank that is now a member of J. P. Morgan Chase.
_____________________ EDUCATION __________________________
University of Texas at Austin
Bachelors in Business Administration, Accounting