Manager Sales
Resume:
Paul Whitley
Plano, TX *****
****@********.***
Re: Paul Whitley
I am a multifaceted executive that has served as:
• SVP Business Development / Portfolio Manager - $2 billion Hedge Fund,
• Business Development Manager/Officer - $7-17B Commercial Lending Companies - producing
$2.4 billion in Funds Employed averaging over $100M+ annually,
• Chief Financial Officer (CFO) & General Manager - $180 million Public Company,
• Chief Operating Officer (COO) - $40 million Public Company, and
• Corporate Accounting Manager - $5 billion Public Company…
...leading and coordinating brand development and strategic marketing on niche market specific levels.
Provided leadership, developed, managed, and implemented marketing programs, plans, strategies,
budgets, and materials, dramatically increasing revenue in companies.
Achievements produced high growth, Lean Management including product sourcing lowering related
costs, and installed new operating systems providing Shared Services increasing sales while reducing
payrolls, encompassing relationship building with consumers, clients and internal staff to develop and
enhance market present with large and smaller companies in multiple industries, including retail,
commercial lending and commercial/individual communication devices.
Thank you,
Paul Whitley
Paul Whitley
****@********.*** ~ www.pwhitley.com ~ LinkedIn ~ Online Profile
On-Demand
Finance & Accounting
Advisor
…with a unique breadth of
experience!
Areas of Expertise
Corporate Finance / Fund Raising
Lending – A/R, M&A, ABL and Cash Flow
Accounting (US GAAP)
Corporate and Individual Tax
Risk Management & Due Diligence
Loan Portfolio Management
Top/Bottom Line Performance
Lean Management Cost Controls
Shared Services Performance Improvement
Analysis Modeling, Metrics, RFP’s, KPI’s & LSA’S
Forecasting, Planning & Budgeting
Product Brand Positioning and Deal Structuring
CRM & ERP Systems Implementation
Industry Experience
Manufacturing and Distribution
Furniture and consumer retail products
Services
Tax Preparation, Accounting, Retail, Home Repair, SaaS, Electronic Payments, Auto,
Consumer Loan
Commercial Lending
Accounts Receivable, Asset Based, Real Estate, Purchase Order Financing and Factoring
Prior Clients & Employers
Principal Solar ~ Calpian ~ Telematics Distributor ~ CarBiz ~ Old Union Financial ~ Home
Services ~ Furniture Retail ~ Montgomery Ward ~ Rental Services ~ Environmental Mfr. ~
Consumer Finance
PJW Financial, (Finance / Fractional CFO) MM
Surge Capital, ($1.8B, Hedge Fund) SVP
CapitalSource, ($7B Public Co Lender) BDO
FINOVA Capital, ($17B Public Co Lender) BDM
RB Daniels, ($180M Retailer/Manu Public) CFO
Montgomery Ward, ($5B Retailer Public) CAM
Selected Experience and Accomplishments
Startup
• Building foundation infrastructure, writing business plans, supporting efforts to raise initial and
follow-on capital, developing and delivering investor presentations, etc.
Business Development and Portfolio Management
• As BDO Officer and SVP, produced revenue growth exceeding $100M average per year for 15 years
in Asset Based Loans with annual ROI’s ranging from 22% to 30%. Sourced all new business, managed
startup divisions of Underwriters, Auditors and Portfolio Managers.
• Directed and managed a $500M portfolio of ABL and AR loans.
• Directed and managed a $35M portfolio of consumer loans.
• Created consumer credit score cards for 3 companies with portfolios ranging from $1M to $35 M.
• Marketing and Branding of Commercial Lending companies improving market recognition from
measured 2% to over 70% upon contact for multiple companies. Developed strategic sales initiatives,
processes and monitored/updated supervisory policies and procedures applicable to multiple vertical
developments.
Accounting and Operational Management
• Directed and managed Retail Company annual revenue growth from $4M to $181M and 4 to 71
locations through progressive responsibilities of CFO/COO/CMO/GM with Brand Development &
marketing initiatives, implemented Total Quality Management (TQM) for business and personnel policies
developing employee retention plans to reduce turnover from 80% to lower than 32% in a high turnover
industry.
• Increased sales by 38% in a Consumer Services Company in the first year with same level of inbound
calls while reducing support payrolls by 22%. Designed and integrated new technology operating
systems to provide Shared Services with aggressive Lean Management initiatives supporting sales
scripts increasing closing ratios.
Education
• Graduate School – Internet Technology - E-Commerce, University of Dallas, Dallas, Texas
• BBA – Finance/Accounting, University of North TX, Denton, TX
Paul Whitley
****@********.*** ~ www.pwhitley.com ~ LinkedIn ~ Online Profile
PROFESSIONAL EXPERIENCE
PJW FINANCIAL LLC JANUARY 2009 - PRESENT
FRACTIONAL CFO / COO / BUSINESS DEVELOPMENT CONSULTANT, ENGAGED TO DEVELOP LENDING PACKAGES, SOURCE FUNDING, MERGERS /
ACQUISITIONS AND CREATE NEW BUSINESS VERTICALS.
• Secured interest and LOI’s from Crestline Investors, Macquarie Group Limited, Viewpoint Bank, Patriot
Capital, Javelin Capital, Hudson Cove and U.S. Capital Partners that have offered $30M funding options
for a Public Company in the Payment Industry.
• Created and implemented sales and CRM systems for a Home Services Company that led to a revenue
increase from $32M in 2009 to $50M in first 12 months; profit increased from $770k to $4 in the first year
alone.
• Designed IT software systems to generate cost savings and improve customer CRM, matching of internal
employee sales skills to external customer needs. The system provided provide shared services to
support sales scripts and closing ratios to increase sales by 38% in the first year with same level of
inbound calls and reduced support payrolls by 22%.
• Launched aggressive lean management initiatives and product sourcing strategies that lowered related
costs by 55%.
• Audited existing portfolios and identified where unusual non-contractual activity was usurping profits.
•
• SURGE CAPITAL – Hedge Fund – Liquidated 2008 May 2005 – December
2008
• SVP, Business Development / Underwriting / Portfolio Management
• Promoted from VP Business development to SVP managing portfolio manager, audit staff and business
development.
• Launched marketing program that resulted in an average of 410 in-bound calls per month for new deals;
marketing efforts resulted in $485M in credit lines and $237M in new funds employed.
• Secured $100M deal with Kennedy funding; negotiated complex revenue sharing agreement, structured
funding process for offshore funding arrangements and established risk management controls.
• Structured transactions to achieve an unlevered 23% ROI for account lines of credit.
•
• CAPITALSOURCE FINANCE, LLC – Migrated into a REIT 2005 eliminating new business May 2001 – May
2005
Business Development Officer
• Recruited by CEO to develop a new division in Rediscount Lending for sourcing, Credit Risk, Audit
Procedures and Risk Mitigation for niche markets in the ABL.
• Produced $540M of the total $1.5B produced in the company for 2005, number one producer in company.
• Built a winning team of Underwriters, a VP of Capital Analytics and a VP of Portfolio Management.
• Created the business plan that was used to start the Rediscount line of business with CapitalSource.
• Wrote 2 whitepapers on vertical lines of business to engage after employment.
•
• FINOVA CAPITAL CORPORATION –Liquidated 2001 April 1996 – March
2001
AVP Business Development Manager
• Chairman’s Club Member producing $395MM in credit lines, $128MM in funding, organic growth of
earning accounts grew to $1.2B.
• Created, worked with database of 38,000 companies to source new business in the US for the division.
• Accomplished lead generation in excess of 400 inbound contacts monthly to support the division growth.
TECHNOLOGY SKILLS
NetSuite, Vertical Solutions, Microsoft Dynamics CRM, Cloud Based products for ERP, POS, Data Room and Real Time
Resource Management, GeoTelematics, GE Retail Systems, all Microsoft Office Products – Word, Excel, PowerPoint,,
Access, Publisher, Web Expressions, Adobe Graphics and Multimedia Products, Goldmine – System Administrator,
SalesLogix Client - System Administrator – Architect Crystal Report Writer, FoxPro, Java, HTML
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