Title:Gene Jones
***.*****@********.***.***
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NAME:,
ADDRESS:
ADDRESS2:
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CANDIDATE ID: 2568291
US CITIZENSHIP:
EDUCATION:
EXPERIENCE: 0
WILL RELOCATE: No -
JOB WANTED:
RATE NEEDED:
TELEPHONE: 386-***-****
EMAIL: ***.*****@********.***.***
HOMEPAGE:
COMMENTS:
HOTTEST SKILLS: financial, accounting, audit, financing, capital, information technology,
merger, merger, finance, growth, sale, lien, cfo, credit, engineer, retail, strategic,
asset, statement, tax
REVISION: 07-SEP-02
RESUME:
CFO Job Seeker
Details
Name Gene Jones
Phone 281-***-****
Email [1]***.*****@********.***.***
Location US-TX-Houston
Experience More than 5 Years
Desired Job Type Full Time
Desired Employment Type Employee
Relocate Country
Degree Graduate Degree
Will Travel Up to 25%
Citizen/Security Clearance Yes/No
Resume
Gene P. Jones
17302 Cedar Placid Lane
Houston, Texas 77068
Residence 281-***-****
Cell 832-***-****
E-mail - *******@*********.***
Summary of Qualifications
Accomplished Senior Financial Executive. CPA, Masters Degree, with
strong grounding in public accounting as KPMG Senior Manager. Diverse
financial and operational leadership - strategic thinker. Successfully
led financial functions in NYSE, NASDAQ and start-up companies as well
as division of Fortune 300quick studyflexible, versatile and
creativeSEC, IPO, M&A, capital generation, financial reporting, IT,
ERP, human resources, multi-location operations and real estate
experience; CEO business partner and close advisor; strong leadership
focus on strategic vision to create long-term shareholder value.
Chief Financial Officer
IKON Office Solutions Document Services
Houston, Texas
1997
and Currently
The Company
Major "stand-alone" division of IKON Office Solutions, Inc., a Fortune
300 Company, ($5.6 billion revenues No. 291 in Fortune 500), leading
office technology provider offering copier, printer and peripheral
systems, integrated computer networking, hardware and software product
interfaces, technology training, and outsourcing services for law
firms and major corporations. IKON Document Services has developed the
nations largest network of facilities devoted totally to the legal
community, handling special legal processing services, high-speed
digital printing, facilities management, electronic imaging and file
conversion through its 180 sites throughout the USA, Canada and
Australia. Division annual revenues are $830 million.
Position and History
Joined in early 1997 to remediate internal financial and
administrative infrastructure and support capacity, including
Accounting, Financial Planning and Reporting, National Credit and
Collections, Information Technology, Asset Management, Compensation
and Benefits, Risk Management, Internal Audit, and consolidation of 23
Finance and Administrative Shared Service Centers throughout North
America;
Responsible for substantially all non-operational administrative and
financial functions within headquarters and field operations reporting
to President; Member of Executive Committee and Leadership Board.
Accomplishments
Successful implementation of Oracle Financials Enterprise Resource
Planning ("ERP") System as pilot division for IKON Chairman of
Information Technology Steering Committee - led successful Y2K
remediation in all 180 locations and at headquarters;
Completely re-engineered administrative functions - IT, Finance,
Shared Services Centers, National Collections; established new
internal audit function, cleaned up balance sheet, reduced
administrative burden rate by $2 million annually, strengthened
internal administrative and operational controls to position entity
for further growth. Reduced monthly financial reporting cycle time by
10 days, while achieving growth in earnings and cash flow of 50
percent annually;
Led merger and assimilation of 25 acquired entities.
IKON Quest for Excellence Award
1998Chief Financial Officer
Allied Physicians, Inc
.
Dallas, Texas
1995
to 1997The Company
Participated in start-up of multi-specialty physician practice
management companyin 1995; grew to $70 million revenues first year;
recruited 160 physicians; physician-shareholders elected to terminate
entity in early 1997 to avoid long-term non-competition agreement
required by several committed outside investors and potential merger
partners.
Position and History
Prepared and implemented business plan for growth, capital generation
effort and asset based financing, generating $9 million in start-up
private placement capital and $4 million in asset-based financing;
Responsible for all major corporate functions along with CEO and
founder.
Accomplishments
Established all corporate functions for start up venture;
Secured interim financing and private placement capital;
Rapid growth through physician recruitment.
Vice President Secretary, Treasurer and Chief Financial Officer
Hastings Entertainment, Inc
.
Amarillo, Texas
1994
to 1995The Company
$300 million, 120-store entertainment specialty retailer- books,
music, video sale and rental, computer software and boutique items;
annual growth rate exceeding 20 percent;
Led transition of Hastings from subsidiary of distribution company to
independent company in 1995 in preparation for public offering.
Position and History
Companys first CFO; established first financial management function;
Responsibilities included Corporate Secretary, Shareholder Relations,
Accounting, Treasury and Cash Management, Capital and Strategic
Planning, External Financing, Employee Benefits Administration,
Internal Audit and various other Administrative and Corporate
Governance functions.
Accomplishments
Established all financial functions for this newly-independent
company;
Relocated corporate offices in 1995;
Negotiated new $40 million credit facility with bank consortium;
Selected and installed new client/server ERP system;
Prepared Companys first capital plan;
Established and administered 401(k) and ESOP benefit plans;
Established formal tax management function resulting in savings of $1
million in taxes.
Senior Vice President Finance and Treasurer
AFC Enterprises, Inc.
Popeyes Famous Fried Chicken/Churchs Chicken
Atlanta, Georgia
1988
to 1994
(except 18-month bankruptcy period
1991
-92)
The Company
Publicly held, $1.2 billion, 1,900 unit quick-service restaurant
company; Churchs merged into Popeyes operating entity as a result of
hostile takeover in 1989; taken private in 1992 upon emergence from
Chapter 11 reorganization;
Substantial company and franchise retail operations, real estate
holdings; manufacturing division.
Position and History
Joined Churchs Fried Chicken, Inc
. (NYSECHU) as Vice President and
Controller in 1988 in San Antonio;
Assumed Treasurers position 1992, with responsibility for Accounting,
Information Technology, Risk Management, Credit Administration,
Franchisee Financing, Financial Support of Field and Franchise
Operations, and Internal Audit; 220 personnel led in finance and
administrative functions.
Accomplishments
Reengineered and re-initiated major finance functions after
reorganization; re-initiated effective risk management, internal audit
and credit administration functions; initiated franchisee financing
and financial support functions; reengineered information technology
function, including new point of sale systems, new financial
applications and client/server architecture;
Relocated corporate headquarters to Atlanta, including establishment
of all local and wide area networks and voice and data networks
between Atlanta headquarters and regional offices;
Chairman of committees for Information Technology and Capital
Generation;
Negotiated $10 million reduction in collateral requirements for
casualty programs;
Outsourced casualty claims reporting procedures for field operations;
Installed effective Risk Management Information System, resulting in
reduced claim settlement costs of over $1 million annually;
Established corporate safety program$2 million annual savings;
Streamlined financial reporting procedures; one week reduction in
financial reporting cycle times;
Established 10 new financing sources for franchisee financing.
Completed Initial Public Offering ("IPO") as part of financing for
takeover in 1989;
Successfully managed installations and revisions of major accounting
systems;
Reduced accounting department size from 150 to 120 employees through
consolidation of functions, enhanced training, elimination of
unnecessary procedures, extensive use of technology; reduced
accounting department expenses by $500,000 annually.
Executive Vice President Management and Financial Information
First Florida Bank, N.A.
Tampa, Florida
1991
to 1992The Company
Publicly held (NASDAQ FFBK), $5.5 billion regional retail and
commercial banking company with 144 branches;
1992 merger with $32 billion Barnett Banks, Inc.; all First Florida
corporate positions eliminated.
Position and History
Rejoined former mentor as deputy CFO to assist in 1991 financial
restructuring;
Member of several First FloridaBarnett joint committees in connection
with completion of merger.
Accomplishments
Developed strategic and capital plans enabling financial turnaround
and sale of company;
Reengineered financial information reporting to board of directors and
business unit managers to assist in achieving more focused direction,
contributing to significant value enhancement;
Reduced financial reporting costs by $100,000 annually;
Achieved over 300 percent enhancement in shareholder value;
Reduced outside financial professional training costs by $20,000
annually by leading semi-monthly in-house professional education
program for 20 professional corporate finance personnel.
Vice President Treasurer and Principal Accounting Officer
National Bancshares Corporation of Texas
San Antonio, Texas
1986
to 1988The Company
Publicly-held (NASDQ NBCT) bank holding company; 26 banking
subsidiaries;
Experienced asset quality, liquidity and capital challenges in 1987
resulting from declining Texas economy; banks merged into NationsBank
in 1988 with federal assistance.
Position and History
Invited to join former client to become deputy CFOto act as CFO in his
absence and train as his replacement upon eventual retirement;
Responsibilities included (a) financial reportingSEC and shareholder,
(b) shareholder relations, (c) treasury department manager, (d)
commercial paper sales, (e) external financing and bank debt, (f) risk
management, (g) income taxes, and (h) director/principal operating
officer of life insurance subsidiary;
Accomplishments
Developed restructuring plan with regulators in Washington, D.C.;
numerous meetings with and presentations to Deputy Comptroller of the
Currency - assisted CEO in arranging Federally-assisted merger in 1988
Assisted and influenced overall plans of massive expense reductions,
mergers of banking subsidiaries, negotiations for reductions in
professional fees and consolidations of functions.
Public Accounting Experience
KPMG Peat MarwickSan
Antonio, Texas
Senior Audit Manager, 19761984
HartWood & Co
.Austin, Texas
Audit Department Director, 19841985
Padgett, Stratemann & Co
. San Antonio, Texas
Manager
for Financial Audit Services, 19851986
Began public accounting career with KPMG Peat Marwick in Indianapolis
and received four promotions during first four yearsachieved manager
level in 1980; transferred to San Antonio office in 1982; promoted to
Senior Audit Manager in 1983;
Managed up to 20 financial statement examinations annually, including
audits of financial institutions, manufacturers, wholesale
distributors, retailers, health care entities, real estate developers,
insurance companies, and television and radio broadcasting companies;
Managed from one to ten professionals on each engagement; identified,
researched and resolved a wide variety of technical and business
issues; drafted and reviewed financial statements and SEC filings,
including registrations statements for public offerings; performed due
diligence on several merger and acquisition candidates and assisted in
application of purchase and pooling accounting for creative
transaction structures; prepared and made reports to audit committees
and boards of directors; developed recommendations to improve internal
control and MIS system structures and enhance administrative
efficiencies; prepared personal, partnership and corporate Federal
income tax returns for clients;
Prepared and instructed many continuing education programs for firm
partners, managers and staff; performed staff counseling and
performance evaluations; expanded firm practice through the
development of new client relationships; performed numerous
administrative functions in connection with management of firm
practice.
Major Strengths
Over twenty years of intense and broad-based experience in many
industries with a proven track record of success; develops creative
solutions; high energy level;
Highly developed interpersonal and presentation skillssignificant
experience in external communications and negotiatingIRS, SEC,
investment bankers, securities analysts, news media, insurance
underwriters, outside accountants and attorneys; ability to cost
efficiently lead, train and develop large groups of people and unite
them for common goals; significant operational perspective on business
issues and opportunities;
SEChigh degree of technical financial knowledgeboth through hands-on
exposure and extensive technical training; 20 years of experience with
SEC filings, registration statements and SEC compliance issues;
External financing experience; completions of initial public
offerings, private placements, negotiation of bank lines of credit;
Accounting, information technology management, development and
installation experience; high degree of information technology,
accounting and reporting knowledge; extensive personal computer skills
developed through fifteen years of experienceinternet, financial
modeling, design and board-quality presentation materials;
Problem identification and resolutionproven ability to identify
problem areas at an early stage to avoid surprises and recommend and
implement creative actions to resolve issues.
Education and Professional Designations
Certified Public Accountant - Texas License No. 29902; Indiana License
No. 4745
Master of ScienceBusiness Administration,
Indiana University
Bachelor of ScienceAccounting,
St. Josephs College
Over 1,200 hours of post-graduate continuing professional education.
Over 300 hours since 1994
Professional Associations
American Institute of Certified Public Accountants - Information
Technology Membership
Texas Society of Certified Public Accountants
Houston Chapter, Financial Executives Institute
References
1. mailto:***.*****@********.***.***