JASON MACATANGAY, CPA
*** **** ****** ********, ********
773-***-**** ***********@*****.***
SUMMARY
Results-oriented finance executive with diverse experience in financial management and control, cash management,
strategic planning, decision analysis, capital budgeting and business development evaluation. Strong operational focus
with experience in consumer products and manufacturing; exposure to publicly-traded and private equity owned
companies. Utilizes leadership, best practices, technical skills and a process-orientation to drive high performance in
teams and deliver shareholder objectives.
EXPERIENCE
VALOR EQUITY PARTNERS August 2008-present
Valor is a middle market private equity firm managing $400 million across two funds. Valor seeks control equity investments in a diverse
range of industries; the firm has particular expertise in niche industrial, specialty distribution, service and manufacturing.
Vice President Chicago, IL
Leads portfolio management activities and operational improvement projects; holds interim leadership roles at portfolio
companies as required. Responsible for driving and accomplishing measurable improvement.
Performed CFO-level responsibilities at a portfolio company oversaw year-end financial close, monitored
loan covenant compliance and managed lender communications, developed company budgets and forecasts
with management, and managed/led meetings between company senior management, board of directors, and
Valor. Transitioned accountabilities to newly-hired CFO.
Achieved over $1 million (7% of EBITDA) in annualized cost savings in six weeks through an extensive review
of the company’s vendor base, directly negotiating supplier contracts, price reductions and payment terms.
Improved purchasing cycle times and reduced both inventory levels and expediting activity through
implementation of a materials requirements planning (MRP) system for a rapidly growing cosmetics brand with
distribution in retail, television and web channels.
Develops sophisticated tools and dashboard metrics utilized by Valor and company management to provide
visibility to performance and highlight operational issues requiring immediate attention.
Performs financial modeling, develops and implements standardized financial reporting packages and cash flow
forecasts. Highlights risks and executes mitigating action plans.
NEWELL RUBBERMAID 2005-2008
A $6 billion global consumer products company with recognizable brands including Sharpi e, Papermate, Rubbermaid, Graco and Calphalon
Finance Director, Office Products Group (2007-2008), Marketing Controller (2005-2007) Oak Brook, IL
Provided leadership to senior management and global general managers on financial and business matters, driv ing value-
added action plans and strategies. Led financial support, business performance reporting, global strategic planning and
decision analysis for $1.2 billion writing and office organization businesses. Financial responsibility for an SG&A budget
of $100 million.
Implemented a structured, disciplined process for new product financial analysis, which led to reduced product
innovation risk, and improved gross margin performance on new product introductions.
Developed reporting packages and business reviews with marketing leadership; forecasted risks and
opportunities to budget, and executed contingency plans to offset risks, delivering $15 million in SG&A
savings. Presents quarterly results and forecasts to the global business unit president and C FO.
Directed and led three price increases; coordinating with marketing, sales, finance and senior management.
Pricing actions resulted in incremental $40 million in revenues.
Evaluated short-term and long-term strategic alternatives for low-margin businesses and was highly involved in
the development of an appropriate exit strategy.
Provided financial guidance on an aggressive turnaround strategy for the Papermate business, exceeding
budgeted sales by $21 million or 7 percent and growing share for the f irst time since acquisition of the business.
Led the financial analysis for a global SKU rationalization effort in the Markers business unit. Directed the
work of finance staff in multiple countries. Initiative targeted $10 million in productivity.
Served as key SAP stakeholder for business reporting needs during SAP implementation.
JASON MACATANGAY
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NEWELL RUBBERMAID (continued)
Served as a member of a multi-business unit, cross-functional corporate task force charged with establishing
key business metrics pertaining to advertising and promotion spending. Developed and presented
recommendations to enable improved visibility to strategic A&P investments.
Supervised and developed a team of three direct reports and four indirect reports. P resented an overview of
the company stock price at leadership training sessions. Instructor for company Global Values roll-out.
KELLOGG COMPANY 2000-2005
A $13 billion global producer of cereal and snack foods, with recognizable brands including Kellogg’s, Keebler, Eggo, and Pop-Tarts.
Manager, Investor Relations and Competitor Analysis, 2004-2005 Battle Creek, MI
Performed quantitative and qualitative research on a peer group of companies in the food indust ry representing $140
billion net sales and $250 billion in market capitalization.
Analyzed quarterly revenue and earnings performance, assessed corporate strategy, outlook and implications
for Kellogg. Prepared written reports and presentations for senior management and business unit leaders.
Performed in-depth valuation, financial modeling and competitive benchmarking. Key participant in the
corporate planning process, providing forecasts for industry sales, operating profit and earnings growth rates.
Met with prospective investors and equity research analysts; discussed company strategies and business model.
Prepared presentations and analyses for senior management supporting Kellogg’s business strategy.
Finance Manager, Marketing & Innovation, 2002-2003 Elmhurst, IL
Performed financial analysis for new product launches for a $1 billion U.S. Snacks division. New product sales
contributed over 15% of total revenues. Developed and supervised two analysts. Member, finance training committee.
Senior Financial Analyst, Financial Planning & Reporting, 2000-2002 Elmhurst, IL
Prepared cash flow forecasts, divisional financial forecasts and budgets. Performed analysis, reporting and forecasting of
corporate restructuring charges. Prepared SEC filings and execut ive financial reporting (pre-Keebler acquisition).
DELOITTE & TOUCHE LLP 1995-1999
Senior Auditor (1997-1999), Senior Associate Auditor (1996-1997), Associate Auditor (1995-1996) Chicago, IL
Supervised teams of up to eight members in financial audits of public and private companies, governments, and
not-for-profits. Led due diligence assignments for private debt placements under intense time constraints.
Member, management advisory committee (Partner invitation only). Instructor, professional development.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT June, 2003
NORTHWESTERN UNIVERSITY Evanston, IL
Master of Business Administration
Concentrations in Management & Strategy, Finance and Managerial Economics.
Dean’s List. Member, Alumni Relations Committee. Earned degree while working full -time.
LOYOLA UNIVERSITY CHICAGO May, 1995
Bachelor of Business Administration, Cum Laude (Accounting) Chicago, IL
President, Accounting Club, 1995. Leadership Award Recipient, 1995.
Member and Newsletter Editor, Beta Alpha Psi Honors Accounting Fraternity, 1994-1995.
OTHER DATA
Certified Public Accountant, May 1995 (Illinois).
Member, Audit Committee, Asian Americans/Pacific Islanders in Philanthropy.
Completed Levels I and II of the Chartered Financial Analyst (CFA) Program.