Customer Service Manager

Richard Burke, CTP

Corporate Finance transitioning to Entrepreneurship

*******.*****@*******.***

Summary

Self-starting servant-leader who gets things done building strong relationships, drives Customer Service

Protocols, financial discipline, and process improvement, motivates great teams, negotiates aggressive deals,

and delivers sales support with new approaches. Success as quick learner, finding cross-functional practical

solutions, taking a hands-on, humble team approach in all situations to get results.

Audit, build and revitalize or outsource operations and processes, identify and mitigate risks, encourage

ownership culture; with a relentless focus on excellence in service, cost savings/efficiencies, teamwork, revenue

support initiatives, working capital improvements, and accounting reliability with commercial intelligence.

Resume:

Experience

Caribbean Treasurer at Cable & Wireless Communications

2009 - 2013 (4 years)

Initially a 6-month consulting assignment, presented opportunity to lead operational transformation of

treasury function. Developing and recruiting a great team, consolidated 13-country operations into a

"Regional Treasury Centre of Excellence." Paved roads with bankers, suppliers and attorneys to drive change

for improvement across functions, cement sound infrastructure, and off-road risk.

Dimensions: 6 member treasury team and 3 member tax team in complex island matrix,16 entities (5

public/semi-public), $800 million revenue, 150 signatory bank accounts, 1,000 vendors, 3,000 employees.

We collapsed the role upon completion to save cost.

1 recommendation available upon request

Global Strategy, Risk, Operations Consultant at Consulting

2006 - 2009 (3 years)

Service to 35+ companies in various industries and countries; specializing in risk, strategy, controls, process,

audits and procedures.

1 recommendation available upon request

International Joint Venture & Subsidiary Controller / Finance Manager at Shell Lubricants

2004 - 2006 (2 years)

Selected to help optimize a portfolio of 210 joint ventures (JVs) and subsidiaries, representing $1+ billion in

revenue across 70 countries. Agreed work concentrated on strategy (divestments), Governance, Risk and

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Assurance (policy, risk, controls), JV Director best practice workshops, remote/site audits, and driving

performance metrics.

1 recommendation available upon request

Americas Treasury Manager & Cash Controller at Shell Oil Company

1998 - 2004 (6 years)

Served "second tour of duty" as US cash controller, to help remediate severe cash-control issues that were

negatively impacting company’s financial statements and reputation. Led FAS 133 accounting standard

interpretation and implementation. Negotiated ISDAs. Managed $2 billion end-of-day global cash pool

including CP, repos, munis, FX, and swaps. Served as Treasury advisor to business, including hedging of

foreign currency cash flows. Participated or led various tax and financing projects.

1 recommendation available upon request

GoM Financial Planning and Analysis Manager at Shell E&P Company

1996 - 1998 (2 years)

Joined strategic FP&A team covering Gulf of Mexico production units, based in New Orleans.

E&P Joint Interest Billing (JIB) Accountant at Shell E&P Company

1994 - 1996 (2 years)

Joined JIB accounting team for on-shore and off-shore production units. Helped capture $20m by negotiating

settlement of "dead" receivables.

Treasury Accountant at Shell Oil Company

1992 - 1994 (2 years)

Core cash manager role, including a lead role in designing and moving 450 disparate U.S. bank accounts into

a New York ZBA sweeping structure, unlocking $500 million of trapped cash.

Skills & Expertise

Sarbanes-Oxley Act

Forecasting

Business Turnaround

Talent Development & Leadership

Strategic Planning & Growth

Enterprise Risk Management

Financial Planning & Analysis

M&A Strategy Development & Execution

Tax Planning, Process, & Systems Improvement

Standardization & Compliance

Customer Service

Legislation & Governance

Corporate Valuations & Financial Modeling

Financing & Capital Acquisition Strategy

Reorganizations & Divestitures

Treasury Management

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Profit Maximization

Cash Flow

Banking

Internal Controls

Cash Management

Analysis

Finance

Strategy

Internal Audit

Education

University of Oklahoma - Price College of Business

Business Bachelor Administration, Finance Cum Laude, 1992

Interests

Houston Treasury Management Association (HTMA),

Financial Executives International (FEI),

Financial Executives Networking Group (FENG)

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Richard Burke, CTP

Corporate Finance transitioning to Entrepreneurship

*******.*****@*******.***

4 people have recommended Richard

"Richard oversaw a step change in Cable & Wireless' capabilities in managing financial risk in the Caribbean,

with our LIME brand. He comes with a skillset and experience that cover the full treasury scope from cash

mgmt and liquidity (including a new regional multi-currency pooling arrangement), foreign exchange,

funding and trade finance and corporate structure. He led an engaged treasury team in Jamaica, comes well

respected by the banks and always ensured he steered close to the corporate strategy. A valuable colleague"

David Dunkerley, Group Treasurer, Cable & Wireless Communications, managed Richard indirectly at

Cable & Wireless Communications

""Richard was the sole intermediary between the audit team and our Company for all work which he was

made responsible. His work included documentation – control design - gap analysis – mitigating control

design - implementation of new controls – and enhancement of existing controls relating to our Company’s

benefit plans. Ultimately, the project was completed on-time, without findings, and relied upon to the

maximum extent possible by the external auditors. Subsequent discussion with the audit Partner and audit Sr.

Manager about the substantive nature and completeness of Richard’s work was described as being, “a true

gold-standard in what we (auditors) look for.” Additionally, several internal Company policies scheduled to

be implemented during the current year stemmed directly from Richard’s value-added considerations outlined

in his work. These considerations were provided above and beyond the requirements initially asked of him,

adding further support to my opinion of his stellar work and the level of the pride and ownership in which he

places in his work.""

Wylan LeMaire, CPA, CIA, CFE, was Richard's client

"I worked with Richard for 4 years both during his time in Shell Treasury and Shell Lubricants. Richard

brought innovative solutions to the table, managed stakeholders professionally and was prepared to go the

extra mile "to make it happen". In addition Richard was flexible enough to step outside his remit whenever

required to assist with ad-hoc and special projects. Without Richard we would have never got to where we

needed to and I hope I have the opportunity to work with Richard again in the future."

Mark Adamson, Integration CFO, US Lubricants, Shell Oil Company, managed Richard at Shell

Lubricants

"I worked with Richard on many deals and transactions at a time when Shell was innovating across the piece

in international Treasury flows. Both I and my US counterpart rated Richard for his technical skills, his

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dedictation to getting the job done well and for his peronal skills working with stakeholders from diverse

parts of the organisation and right up and down the ranks. Richard is a good guy and I hope to work with him

again."

Darren Meredith, Senior International Tax Advisor, Royal Dutch Shell, worked directly with Richard at

Shell Oil Company

Contact Richard on LinkedIn

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