Sales Company
Resume:
Email address
****@******.***
First Name Middle Last Name Suffix Maiden Name
Jon Garfield N/A
Work Phone & Ext Toll Free Phone Fax Phone Home Phone
Cell Phone Pager Personal Web Site Address
Secondary E-mail
*********@********.***
Address City, State
Zip
Houston TX 77046
Month/Year Hired Month/Year Left Total Years with Company
Select 1986 Select 1994
Office Division Title
Houston Audit Senior Manager
Country Other Employment Details
(Previous positions, duties, or fun info)
United States
Company Name Position
Clearant CEO & CFO
Company Web Site
http://clearant.com
Company Size (employees) Est. Company Revenue Industry
251+ Select One Medical
Do you hold any professional certifications?
(Separate with commas)
Other Current Employment Details
(Description of Position)
Board of Director and Chairman of Audit committee for an energy technology public company
Birthday Marital Status Spouse's Name Anniversary
Select Select Select
Children's Names & Ages
c Copyright Andersen Alumni Association 2012. All Rights Reserved.
GarfieldJon202007.doc
Jon M. Garfield
Phone 713-***-**** ****@******.*** Cell 713-***-****
SUMMARY
Co-Founder, Corporate Officer and part of the management team that created a NYSE company
from concept to IPO to $1 Billion
IPO, 2 Debt Offerings and 3 Equity Offerings
M&A experience - 50+ acquisitions
CEO and CFO experience - Operational focus on increasing profits
Chairman of the Audit committee of a public technology company
Speaker on Financial Accounting Topics and Sarbanes-Oxley
Bank, VC, Public, and Private equity/debt fund-raising, of ~$.5 Billion
SOX implementation, Consolidation and Multi-locations experience
Management reporting, Board presentations, Audit Committee, GAAP/SEC experience
Treasury, insurance, billing, PR, AR, Tax, GL, HR, and Commissions
Comprehensive industry experience Healthcare, Technology, Transportation, M&A, and Big
4 Public Accounting
Chief Executive Officer, Chief Financial Officer and Board of Director2005 to Present
Publicly traded Medical Company
Completed 2 equity offerings and performed Roadshow presentations
Improved the usefulness of monthly reporting, which included; timely financial
statements, departmental reporting, sales by product, gross margin analysis, and other
reporting
Negotiated an accounts receivable and inventory credit facility
Implemented internal control policies, including purchase procedures, inventory ordering
procedures and hiring practices
Completed SOX compliance as an accelerated filer, with no material weaknesses
Promoted to CEO in 2007 while also having the CFO responsibilities and accomplished:
~$10MM annual reduction in expenses
Developed and Implement a new business strategy resulting in record revenue results
Financing to restructure the company
Developed new and improved supply contracts
Transitioned the company from an R&D company to a sales focused company
Changed employees duties to address the company s needs and the employees skills
Transitioned the company from a direct sales force of 33 employees to an independent
sales force of over 120
Board of Director Advisory and CFO Consulting20012005
Speaking and Publications for continuing education to CPA s:
Speaker on GAAP and Sarbanes-Oxley accounting practices and policies
Written a presentation on SEC reporting, that is being offered by a national seminar
company to CPA s in major cities throughout the US
CFO consultant with an energy company and a technology company:
Raised Series A funding for an International Private Equity firm
Raised Series B financing and performed CFO consulting
SEC and Sarbanes Oxley compliance consulting with a $Billion NYSE and OTC company
Pursued the acquisition of companies that I would be the part of the management team
Chief Financial Officer19982001 CFO of two privately held companies. One a $200 Million ASP for telecom
service providers and the other a telecom software company.
Prepared exit strategy scenarios for the partners
Evaluated company equipment expansion strategies
Liaison within the partnership group to maintain a positive working relationship
Assisted in capital raising, debt financing and other partnership matters
Participated in increasing revenues from $50 Million to a $200 Million run-rate
Negotiated contracts, license agreements and vendor discounts of as much as 40%
Implemented, monitored and recommended company policies and procedures improvements
Increased profitability 30% through pricing/contract analysis
Treasury included working with a cash constrained company
Raised capital of ~$25 Million in equity financing, bank credit facility and equipment
leasing
Co-Founder, Corporate Officer and Vice President of Acquisitions199698Coach USA, Inc. - A NYSE consolidator of ground transportation companies
throughout the US and Canada. Backed by the Investment Banking firm Notre Capital, the
Company went public in May 1996 by simultaneously acquiring 6 companies and completing an
IPO. The IPO raised over $80 Million for the Founding companies and Coach USA. Operations:
40+ states, Canada and 10,000+ employees.
IPO and Business Experience
Participated in growing the Company from concept, through an IPO, to a revenue run-rate
of approximately $1 Billion
Working Group Officer involved in the preparation of the S1 SEC registration statement
and the resulting IPO of the Company
Mergers & Acquisitions
Established M&A procedures
Directly responsible, oversaw or participated in the negotiation, due diligence and
documentation of over 50 acquisitions
Established target financial benchmark criteria which monitored acquisitions
3 year back-audit of the 6 Founding companies and resulting financial statement
consolidation
Implemented benchmarking standards to monitor acquired company s performance
Corporate Assistant Controller1991-96Maxxim Medical, Inc. - NYSE manufacturer and distributor of medical products.
Revenues grew from $24 Million in 1991 to a run-rate of ~$.5 Billion. Operations - 8
domestic locations, 3 international locations, 5 operating divisions and 5,000+ employees.
Operational/Corporate Accounting
Established/transitioned accounting systems
Improved accountability of ~100 member sales organization
Established and monitored accounting policies and procedures
Established foreign currency procedures for International operations
Performed facility relocation and profitability analysis of underperforming lines of
business and newly acquired operations
Improved timeliness and meaningfulness of management reporting
Treasury
International - Europe, Asia, Dominican Republic and Canada
Corporate Finance and SEC
Prepared all 10K, 10Q and 8K s
Board of Director reporting packages
Consolidated 4 domestic operations and an international division
Working Group member on 2 secondary s and a convertible debt offering
Accounting Manager
1989 90 Premisys Realty - A wholly owned subsidiary of Prudential Insurance performing
property management.
Big 4 Public Accounting
1990 91 PriceWaterhouseCoopers
1986 89 Arthur Andersen
Education and Other
1986 University of Texas Accounting Degree Austin, TX
Board Seats, Professional Speaking and other Accomplishments
Chairman of the Audit Committee and board of director of Neah Power -- Current
Board of Director Advisor to a VC backed technology company 2003 to 2004
Speaker on GAAP, SEC and Sarbanes-Oxley topics to CPA s and as a panel member
Published a financial accounting seminar used by a professional education firm
Ernst & Young Entrepreneur of the Year Semi-Finalist - 2007
Jon M. Garfield
713-***-**** ****@******.*** Cell 713/501-9833
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