Sales Management

JEFFREY L. KIRSCH, MBA & CPA

*** ******* *****, **** ********, PA 19403, 610-***-****, ***********@*****.***

VP Finance

Financial Reporting / Financial Planning & Analysis / Strategy Execution / EBITDA Focused / International Business / Analytics Based Performance Management Style / Budgeting & Forecasting / KPI / Balanced Scorecards / Metric Reporting / BI / M&A / Due Diligence / Strategic Planning / Cash Management / Shared Services / Risk Management

Focused on analytics-based performance management style that triggers results-oriented decisions. A decisive financial leader skilled in building competitive advantage awareness, profitability, and shareholder value. Optimized cash flow, liquidity and strategic growth across multiple industries, including healthcare, engineering, construction, pharmaceuticals, equipment leasing, financial services, and international business. Corrected both apparent and subtle business inefficiencies. Focused on growing EBITDA.

Major Accomplishments

Skilled in acquisition synergy analysis, business valuation, deal negotiation and post-merger integration. Led special transactions such as M&A due diligence, integration, financing events, & market expansion.

Created Shared Service operation for international company reducing costs by over $1.5M.

Developed accurate and appropriate business intelligence, decision-making indicators, scorecards and metrics with integrated information systems in big data environments. Experienced in working with private equity (PE) firms.

Secured working capital line of credit for cash flow stressed distributor as part of equity / debt management plan.

Revised service company billing operations as part of credit and collections improvement, boosting cash flow by $1M and cutting days sales outstanding by ten days.

Built 1st rate finance department from scratch, established bullet proof balance sheets, and built financial integrity and trust as a basis for Leadership team decision making

Financial System Expertise:

ERP Systems, Great Plains, A2000, SAP, Sage 100 Advanced, MAS 200, PeopleSoft, Job Scope, Salesforce, Quick Books

Advanced skills with Microsoft Excel, Word, Power Point, Financial Modelling

Professional Experience & Accomplishments

CFO Advisor including AC Lordi and Tatum CFOs, May 2004 to Present

Provided CFO/VP Finance advisory engagements in the following industries: pharmaceutical, healthcare, life sciences, large equipment leasing, construction, engineering, real estate, and services.

VP Finance Advisory Responsibilities & Achievements Included:

Performed as interim CFO for multiple companies plus CFO Partner projects that included audit management, real estate management, tax, accounting, insurance activities, budgeting and forecasting. Managed Controllers, administration, human resource benefit plans and accounting team. Worked effectively with CEO, COO, and Executive Leadership Team.

Provided strategic financial planning and strategic guidance for the company including identifying key business drivers for growth and cost effectiveness

Helped manage a turnaround for a company that incurred losses and built a net profit position by eliminating $500K in costs and built a new business line amounting to $900K in revenues.

Built balanced scorecards and created strategic initiatives that helped Leadership Team focus on the key drivers impacting growth.

Optimized cash flow and maintained liquidity to stay ahead of rapidly fluctuating working capital needs

Built key financial and operational analysis, KPI’s, and reports that helped leadership team with building EBITDA as the number one key initiative

Clients

Industry/ Engagement

Clients

Industry/ Engagement

Frontida BioPharm, Inc.

Pharmaceutical – M&A financial modeling

CoolerSmart USA LLC

Equipment leasing – Interim VP Finance

Amquip Crane Rental Inc.

Equipment leasing – M&A due diligence,

Condell Hospital

Healthcare – Interim VP Finance

AnswerNet Inc.

Telephonic communication – interim VP Finance

Integra Life Sciences Inc.

Bio Pharmaceutical – Interim Controller

Wedgewood Village Pharmaceutical, Inc.

Pharmaceutical – Interim VP Finance

Praxis Capital LLC

Banking services – Interim VP Finance

VP Finance and Administration, 2002 - Apr 2004 (A tenure of approx. 10 Years)

Controller, 1989 - 1996

Alstom, Inc., (originally General Electric then Alcatel Alstom), Malvern & Phila, PA Industry: Construction, Engineering, & Energy Transmission Distribution

(American headquarters of publicly traded, French-based company, Alstom, NV (“ALS”). In 2002 rejoined Alstom, a global market leader in international engineering, power transmission & manufacturing conglomerate, to build a new US headquarters in Phila. Global sales were $25B with 125,000 employees. USA regional sales were $400MM with 1,000 employees. Company was acquired by French Gov’t in 2004.)

Inherited chaotic organizational situation during a period of acquisition integration and location consolidation; stabilized problems, reorganized and strengthened the finance department, and established key performance indicators for each subsidiary to improve management focus and financial performance. Managed a department of over 50 professionals with eight direct reports.

Built from the ground up a professional shared service finance department including managing all finance, IT, treasury, risk management, and administrative operations for US headquarters and achieved synergistic cost savings ($1M+)

Expert with percentage of completion accounting, management, strong expertise of project management software and revenue recognition.

Led the planning, staffing and implementation plans for SAP to fit multiple businesses including construction, manufacturing, assembly, service and IT software units.

Business Development Manager – Finance, 2000 - 2002

Jefferson Wells International, Inc., Philadelphia, PA Industry: Business consulting, accounting, tax & IT

(A national management consulting firm with sales of $200M and 2,000 employees in 35 offices throughout N. America. Ranked 5th in Inc. Magazine’s 2001 list of the fastest growing private companies in America, Jefferson Wells was acquired by Manpower in 2002.)

Managed all finance, accounting, and internal auditing professionals during the start-up of the Philadelphia office.

Provided customized consulting, operating and training solutions in the areas of accounting, finance, internal audit, tax, and information technology. Helped build Philadelphia office from ground zero.

Director of Mergers & Acquisitions, 1996 - 1999

Homecare Concepts of America, Inc., Marlton, NJ Industry: Home healthcare, nursing & medical devices

(A $500 million provider of medical equipment & home healthcare nursing); Company divested in 2000)

Directed and managed all merger and acquisition activities, including initial market research, all due diligence activities, target company searches, cold calling, initial screening of hot prospects, initial company visits and executive interviews, operations reviews, synergy analysis, business valuations and final purchase price negotiations.

Led acquisition of several large acquired companies increasing sales from $150M to more than $400M. Identified synergy opportunities and operational inefficiencies in connection with the analysis of target companies and provided operational recommendations to post integration management teams.

Pioneered the company’s first-ever-comprehensive business plan that was instrumental in building a business case to secure $250M in acquisition financing.

Education

MBA, Finance, DREXEL UNIVERSITY, LeBow College of Business

BS, Accounting, West Chester University

Certification – Advanced “Excellence with Excel” a Wall Street training course (70 classes)

Professional Affiliations

GPSEG Finance Committee to Board of Directors, Member of Greater Philadelphia Senior Executive Group (GPSEG),

American Institute of CPAs (“AICPA”),

CFO Alliance, FENG, Great Valley (Malvern) Sports Coaching

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