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Executive Financial

Morris Plains, NJ
October 31, 2018

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Edward G. Miller, Jr.

Cedar Knolls, NJ 973-***-****

Executive Profile

Leading Financial Teams Managing P&L Start-Up, Fortune 500, & Non-Profit

Senior-level finance leader who is hands-on, builds forecasts, planning models, and financial systems that deliver decision-driving insight. Finance business partner who served as lead financial strategist to president of Grafica and was integral to bootstrapping firm to multimillion-dollar revenue. Change agent who engages board and C-level stakeholders, providing strategic counsel that enables businesses to evolve with and adapt to changing priorities and market dynamics.

Strengths & Qualifications Include

Budgeting Management Reporting Revenue Projections & Analysis Negotiations & Vendor Management

Taxes & Auditing Relationship Building Trend & Opportunity Forecasting Financial Planning Executive Presentations

Finance & Leadership Career History


501(c)3 Organization 4-Star Rating – Charity Navigator 112 Employees & 4 Locations

Vice President of Finance and Administration (2016-2017)

Oversee 7-figure budget, financial administration, budgeting, board presentations, facilities, and human resources. Hired to strengthen controls over financials, build out human resources function, and expand facilities and operations team to scale with increased capacity and projected growth.

Finance Process Improvement: Created budgets for 2017 and played integral role in implementing new accounting system. Initiated standards and controls governing all areas of financial analysis and reporting.

HR Excellence: Guided team though implementation of new HRMS platform, replacing legacy manual processes in order to align with strategic plan. Negotiated new comprehensive medical, dental, and wellness benefits.

Executive Reporting: Overhauled budgeting and reporting in line with vision and goals of board of directors. Deliver quarter-/month-end reporting to C-suite.

Team Building: Established new organizational structure for administration, facilities, IT, and HR. Led hiring and integration for key positions.

Operations Leadership: Introduced new platforms and strategies for improved asset management, contract review, and emergency response

GRAFICA, INC., Morristown, NJ

Award-Winning Advertising Firm Client List Included Horizon Blue Cross Blue Shield, Prudential, and New Jersey Lottery

Chief Financial Officer/Executive Partner (2000 – 2016) Vice President of Finance (1998 –2000)

Promoted multiple times, rising to CFO and sole executive partner to firm’s president, driving firm’s growth from 5M to peak of 50M. Managed P&L, performed all legal requirements, and set up books, financial statements, and balance sheets for 3 divisions. Navigated complex audit/taxation issues with external accountants, auditors, and attorneys.

Budgeting & Forecasting: Spearheaded annual budgeting and quarterly reforecasting processes, guiding business teams through process to deliver accurate and actionable data for planning and decision making.

Organizational Planning: Managed several reduction-in-force initiatives. Initiated business continuity plans to bridge skills gaps during interim and personally assumed IT leadership.

Cost Transformation: Identified operational synergies and opportunities to continually drive down operating costs and bolster profitability of service delivery.


Financial Planning & Analysis: Restructured financials to yield deeper understanding of current/projected billings and created robust forecasts including rolling one-year averages.

Compliance & Controls: Safeguarded business assets by formalizing, documenting, and socializing internal controls.

Employee Benefits: Negotiated significant savings and employee advantages during annual benefits review. Maintained similar benefits coverage and reimbursement levels while holding increases to 10% or lower.

Organizational Development: Formalized HR function and developed comprehensive employee policies and procedures.

Controller/System Manager (Oct 1996 – Apr 1998)

Joined company during early phases and provided leadership instrumental in devising, implementing, and managing financial reporting, customer account management, and forecasting tools. Tested various systems then selecting and implementing G/L and ERP systems. Consulted owner on processes and controls for rapid-growth-stage start-up.


Senior Financial Network Analyst (Oct 1991 – Oct 1996)

Supervised billing and fulfillment for major financial services clients on ADP’s industry-leading brokerage platform. Project-managed implementations and managed quarterly budgeting processes. Accounts included Morgan Stanley, Bear Stearns, John Hancock, and TD Waterhouse.

Business Process Optimization: Analyzed and identified strategic process and product enhancements to improve service delivery, invoice accuracy, and installation efficiency.

Systems Improvement: Project-managed implementation of SAS-based invoice audit tool. Achieved 98-99% billing accuracy via rollout of automated verification/exception reporting.

Stakeholder Management: Built coalitions internally with marketing, account services, and operations teams to drive efficient resolution of customer issues and escalations.

Early Career at AT&T, Inc. – National Accounts Representative

Managed contracting, customer relations, and strategic account expansion for $2M portfolio of pharmaceutical and technology clients, including IBM, Hewlett-Packard, Bayer, and Schering-Plough.

Education & Professional Development


Bachelor of Science (BS), Business Management


Financial Executive Development

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