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Management Financial

Wilmington, DE
March 20, 2018

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Wilmington, DE • 302-***-**** • •

Chief Financial Officer

Strategic Planning Cash Management Budget Planning & Administration Financial Management

“20 years’ demonstrated success spanning Finance and Real Estate industries”

A resourceful financial professional with 20 years experience in financial management, real estate development and construction, and public accounting for a variety of public and closely held companies.

Area of Expertise

Tax and Acquisition Planning

Budgeting, Cost Estimation, & Forecasting


Company Restructuring

Creating Quantifiable & Measurable Measure of Success

Workflow Planning & Quality Control

P&L Management

Operating & Capital Expenditures

Regulatory Compliance

Financial Statement Creation

Conflict Resolution / Problem Solving

Stakeholder/Client Management

Professional Experience

GBC Consulting Wilmington, DE 2015 – Present

Chief Financial Officer

Responsible for day to day operations of the accounting department including treasury, safety, audit reviews, health insurance, and risk management. Manage a staff of three.

• Consolidated departmental responsibilities and streamlined accounting system, reducing staff from fifty people to thirty, saving $750,000 annually.

• Reduced time necessary to file quarterly and annual payroll tax returns, monthly, quarterly and annual financial statement from 20 to 15 days.

• Spearheaded changes in safety program, resulting in a reduction of Worker's Compensation cost by $250,000 annually, a 10% savings.

• Improved information flow to external auditors, reducing audit costs by $25,000 annually, a 25% savings.

• Reduced Worker's Compensation experience rate by nine percentage points within 12 months.

• Negotiated with insurance company and generated competitive bids to reduce insurance cost $200,000 annually, a 15% savings.

• By establishing and maintaining a strong working relationship with the bank, converted $15 million line of credit to $10 million 4-year note and $5,000,000 line of credit.

Civitas Partners Wilmington, DE 2010 – 2015

Chief Financial Officer

Served as the Chief Financial Officer for a private-equity backed Financial Planning company. Responsible for the Finance, IT and Human Resource functions.

• Analyzed and established gross profit margins, reduced expenses and head count.

• Generated $0.5 million in cash from working capital in the first 6 months post acquisition by accelerating billing, improved collections and extending vendor payment terms.

• Established a new bank line of credit and insurance relationships resulting in reduced interest and insurance cost.

• Rebuilt the finance function, implemented formal budgeting, forecasting and reporting systems to measure and communicate performance results internally, to the board of directors and investors.

• Managed all day-to-day banking, treasury, and operating cash flow activities for effective financial planning.

Merrill Lynch Wealth Management Wilmington, DE 2003 – 2010

Certified Financial Planner

Led a Wealth Management team through hundreds of short-term projects / campaigns targeting both Institutional and Individual client accounts ranging from $250K to $20MM; Insured that teams provided sustainable financial plans to help clients achieve their financial goals.

Successfully generated $100MM in Assets through leading teams in activities such as cold calling, seminars, networking with other centers of influence, and obtaining client referrals while delivering high-quality service

Attained Business Development Award for two consecutive years; ranked top among peers for generating highest revenue figures for these years.

Skillfully explained complex investment strategies into laymen terms to teams and their clients.

Spearheaded a team of support staff; established goals and mentored employees to achieve targeted objectives.

Professional Affiliations/Board Membership

State Board Member (Governor Appointee; Senate Confirmed) – Delaware State Board of Education – 2010 – 2017

•Finance Committee Member - 2010 - 2017

Board Member – National Association of State Board Educators (NASBE) – 2015 – 2016

•Finance Committee Member - 2010 - 2017


Project Management Certificate Program - Cornell University - Ithaca, NY - Currently enrolled

Master of Business Administration: Finance –Delaware State University – Dover, DE – GPA: 3.6 – 2015

President of the Beta Chapter of Omicron Delta Epsilon (an International Honor Society in Economics)

Bachelor of Science: Business Administration - Delaware State University - Dover, DE


Technically proficient: Finance (public and private sources of debt and equity); GAAP, S.E.C. and regulatory accounting; GAAP, S.E.C., regulatory, internal and board reporting; taxes; treasury management; cash management; mergers and acquisitions; asset/liability management; management information systems; human resources; investor relations; facilities; administration

Broad industry knowledge: financial services; commercial banking; internet; direct marketing; software/multimedia; telecommunications; real estate and construction; distribution

Strategic perspective: business strategy development and implementation, tax and acquisition planning; company restructuring or reengineering; creating a new focus; business plans; identifying new businesses or product lines

Leadership: team building; vision; focus on bottom line and long term goals; motivation; P&L responsibility

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