Management Human Resources
Resume:
Gene P. Jones
The Woodlands, Texas - Houston MSA
**********@**********.***
CFO - Operations Executive - CPA - Master's - Big 4 - IPO - Private
Equity - College Professor
. Strong record of value creation, with 20 years in the CFO chair in a
variety of industries, working with both public and private companies.
. Completed a large number of merger and acquisition transactions - on
both the buy side and the sell side - and completed a number of equity
and debt financings.
. Implemented four Enterprise Resource Planning ("ERP") systems and
raised private equity and venture capital for startups and early stage
ventures.
. Led two initial public offerings ("IPO's") and several secondary
public offerings.
. Big Four public accounting to the level of senior audit manager.
Served clients in various industries, including commercial banks,
manufacturers, distributors, agricultural cooperatives, energy
companies, construction companies, retailers, health care entities,
real estate developers, property and casualty insurance companies,
cities, school districts, federal programs, and media companies.
. Strong operational background, serving as Chief Operating Officer and
Chief Information Officer, providing leadership and hands-on execution
to functions such as financial reporting, forecasting, budgeting and
financial planning, M&A, tax planning, cash and treasury management,
risk management, investor relations, real estate, human resources,
compensation and benefits and information technology.
Professional Experience
Tatum, LLC (formerly Tatum CFO Partners)
Senior Partner - April 2006 and Currently
. Tatum is the nation's preeminent national CFO professional services
firm.
. Various interim and project assignments.
. The more significant leadership assignments and accomplishments are
listed herein and specifically identified.
Burleson LLP
National Law Firm - Leading Energy Law
Chief Operating and Chief Financial Officer
Houston, Texas
October 2012 and Currently - Initiated as Tatum Partner and employed as
permanent COO - CFO
. Chief Operating and Chief Financial Officer of national law firm, with
offices in Houston, San Antonio, Midland, Denver, New Orleans and
Pittsburgh.
. Leading law firm devoted to the practice of energy-related law in the
center of America's energy capital. Leading all operational and
administrative functions, including finance, accounting, billing and
collections, treasury, financial planning and analysis, human
resources, compensation and benefits, marketing and business
development, attorney recruiting, professional development,
information technology, real estate and facilities, strategic
planning, and risk management.
. Led the Firm from its entrepreneurial phase into the many cultural and
operational changes required of more mature organizations. Implemented
strategic planning initiatives and management committee structure; led
practice diversification efforts; led major systems implementation;
acquired two law firms and opened two new office locations.
Vaughan Foods, Inc. - Publicly Held - (NASDAQ-FOOD) - (Food Growing,
Agriculture, Manufacturing and Distribution, Transportation) - $100 million
Moore, Oklahoma
May 2007 to November 2011 - Chief Financial Officer, Chief Information
Officer, Secretary, Treasurer - Initiated as Tatum Partner and employed as
permanent CFO - CIO
. Took company public in an Initial Public Offering ("IPO")
. Implemented cloud-based Enterprise Resource Planning System ("ERP")
. Completed secondary offering of equity securities
. Completed sale of public company in 2011 at 3.9x current market value
. Implemented first budgeting and forecasting system
. Effectively managed liquidity under very stressful external business
conditions
. Implemented Sarbanes-Oxley ("SOX")
. Strengthened EBITDA, earnings and cash flow through, among other
things, timely pricing decisions, negotiating raw materials pricing,
effective utilization of new ERP system
Encore Discovery Solutions, Inc. - (Technology, Multi-Location, Legal
Information Management, Private Equity Funded)
Houston, Texas and Phoenix, Arizona - 2003 to 2006
Co-Founder, Secretary, Treasurer and Chief Financial Officer (Start up)
With former CEO of IKON Office Solutions Document Services, developed
initial business plan and secured private equity capital commitments of $50
million. Achieved $40 million in revenues and $9 million in EBITDA during
first year. Selected to provide service to 60 law firms in connection with
Enron litigation. Acquired and integrated ten entities and implemented
cloud-based ERP system. Along with CEO and business partner, nominated for
the Ernst & Young Entrepreneur of the Year award in Houston.
All Covered, Inc. (Technology Services, Multi-Location, Venture Capital
Funded)
Silicon Valley, California
Secretary, Treasurer and Chief Financial Officer (Start Up) - 2000 to 2003
Startup technology services company - venture funded - raised $78 million
in capital; sourced, initiated, completed and integrated 15 acquisitions.
Recognized by the San Jose Business Journal in 2001 as the sixth fastest
growing company in Silicon Valley.
IKON Office Solutions Document Services (Technology, International, Fortune
500) - $1 billion
Houston, Texas
Chief Financial Officer - 1997 to 2000
Multi-location business services and technology outsourcing provider,
providing services primarily to the legal industry and large corporations.
Services provided at 180 national and international locations and 1,500
client sites. Completed over 20 acquisitions and implemented Oracle ERP
system.
Allied Physicians, Inc. (Start Up - Physician Practice Management -
Healthcare - Multi-Location)
Secretary, Treasurer, CFO and COO (Start Up) - 1995 to 1997
Dallas, Texas - Startup physician practice management company. Acquired 40
physician practices.
Hastings Entertainment, Inc. (NASDAQ - HAST - Retail, Multi-Location) -
$400 million
Amarillo, Texas
Secretary, Treasurer and Chief Financial Officer - 1994 to 1995
Company's First CFO - National specialty retailer - 140 locations.
Popeye's Famous Fried Chicken/Church's Chicken - AFC Enterprises, Inc. -
(NYSE-CHU; NASDAQ - AFCE) - Restaurant Operator and Franchisor - Multi-
Location - $1.3 billion
San Antonio, Texas and Atlanta, Georgia
Senior Vice President-Finance and Treasurer - 1988 to 1994
International - Publicly held, 1,900-unit quick-service Restaurant Company
- operating in 27 countries. Popeye's Fried Chicken and Biscuits; Church's
Fried Chicken
Leadership role and supervision for all finance, administration, IT,
franchising and several operational functions. Completed integration of
Popeye's-Church's merger; implemented new accounting system.
National Bancshares Corporation of Texas
Vice President - Finance and Treasurer - 1986 to 1988 - (NASDAQ-NBCT)
San Antonio, Texas- publicly held bank holding company - 26 subsidiary
banks, plus non-bank subsidiaries. SEC reporting, restructuring, capital
management, regulatory relations, investor relations, acquisitions and
divestitures, management of non-bank subsidiaries. Assisted in turnaround
effort that culminated in a merger of the company into a Bank of America
predecessor.
KPMG, LLP (formerly Peat, Marwick, Mitchell & Co.)
Entry Level through Senior Audit Manager - 1976 to 1986
Indianapolis, Indiana and San Antonio, Texas
Managed up to 20 financial statement examinations annually, including
audits of among others, financial institutions, manufacturers, wholesalers,
distributors, agricultural cooperatives, energy companies, construction
companies, retailers, health care entities, real estate developers,
property and casualty insurance companies, cities, school districts,
federal programs, and media companies.
Education, Professional Licenses, Professional and Community
Affiliations
. Master of Science in Business Administration, Indiana University
. Bachelor of Science in Accounting, St. Joseph's College
. Certified Public Accountant - Texas
. University of Houston Downtown Adjunct Professor of Accounting -
Intermediate Accounting III
. University of Houston Accounting curriculum development committee for MBA
program
. American Institute of Certified Public Accountants
. Financial Executives International
. Texas Society of Certified Public Accountants
. Association for Corporate Growth (ACG)
. Association of Legal Administrators (ALA)
. Pro-Bono subject matter expert for U.S. Department of Education
. SQF Certification - Safe Quality Food Institute
Specialties
. Accounting and Auditing (Big 4)
. Bank relationship management
. Bankruptcy administration
. Cash flow modeling
. Cash management
. Cloud-based computing
. Credit agreement negotiations
. Credit and Collections
. Debt offerings
. Employee Benefit Plan Administration
. Financial reporting, including 1934 Act filings
. Human resources
. Initial public offerings
. Internal controls - SOX
. Leadership
. Investor relations and presentations
. International operations
. Media relations
. Mergers & Acquisitions (M&A)
. M&A integration
. Profitability enhancement
. Public companies (NYSE-NASDAQ)
. Real estate
. Registration statements (1933 Act Filings)
. Restructuring
. Risk management and insurance
. Stock offerings
. Training leader, College Professor
Contact this candidate