Finance - Accounting - Acquisitions - Pre-IPO Executive
Resume:
Dee DeWitt
Prospect, KY 40059
************@*****.***
Summary
Dee has held senior finance and strategic development roles for over 20 years. He is a highly experienced leader who performs best in hands-on environments. His strengths combine Financial Management & Reporting, Budgeting/Forecasting, and Strategic New Business Development (including Acquisitions), adding value to organizations. He has
over 15 years experience in senior consulting roles and interim Director and C -Level roles for-profit and non-profit businesses in multiple industries with an emphasis of finance, business growth, and use of technology. Dee’s experience includes:
*Successfully developing capital spending proposal to landlord REITs, resulting in $17 million in capital improvement funding for 26 facilities.
*Co-authoring RFP proposal resulting in new $300 million contract with State of Arizona.
*Managing business operation start-up teams (Finance, Accounting & Contract departments) resulting from $300 million contract.
*Leading acquisition of three outpatient companies, and successfully managing business integration.
*Managing all financial reporting, data reporting and audits internally and for state and federal regulatory agencies.
*Managing contract compliance, including insuring all state and federal compliance standards are met.
*Crafting business development plans and competitive/market/financial analyses for successful Lumalite IPO.
*Hands-on daily management of Business Development, Finance, Banking/Lender Relationships, Strategic Planning, Licensing.
*Certified Facilitator - New Technology Ventures, Kauffman Foundation.
Recent successes include co-leading development of a merger and acquisition department for a $600+ million revenue company. This included creation of strategic expansion plans, new budgeting and market analyses and new construction
project management tools. For successful completion, this project included in-depth competitive, market and financial analyses, and coordination with department heads throughout the company. Additional recent successes include design,
development and implementation of new fully integrated accounting and financial reporting systems, and development of new revenue streams.
Dee has in-depth knowledge of the full business life cycle including financial, business development,
operations, and technology perspectives - emphasizing growth and profitability.
Direct Experience
Accounting, Audit Compliance, Budgeting & Planning, Business Development, Business Integration, Competitive Analysis, Conflict Resolution, Contract Compliance, Financial Reporting & Analysis, Human Resources Management, Information Technology Management, Inventory Control, Licensing & Compliance, Market Analysis, Mergers &
Acquisitions, General & Healthcare Billing, Revenue Cycle, Start-Ups and & Emerging Companies, Strategic Planning, Treasury.
Experience
The Filson, International Publisher, Archive & Research Institution, Louisville, KY
Chief Financial & Technology Officer, 2012 to Present
Designed and implemented successful fully integrated consolidated accounting and financial reporting system. Successfully designed and developed new company-wide budgeting system. Liaison and Project Manager for $12 million campus expansion and renovation. Initiated and successfully closed contract with Johns Hopkins Press for
addition of company publications in JH worldwide catalogue. Responsible for all aspects of annual financial audits and tax reporting with external auditors. Participate in Board, Executive Committee, Finance, Facilities, Development and Personnel Committees. Designed and Project Managed successful development and launch of new, award winning 15,000+ page website. Includes addition of new revenue streams, digitization of publications, membership renewals, and event ticket sales capabilities. Results include doubling of website traffic to company, 66% of which are new visitors. Supervised update/replacement of company-wide server-based information technology system. Awarded total 47% performance -based raises over 2.5 years.
Veridian Financial and Clients, International Consulting & Financial Services Divisions, Louisville, KY and Westlake Village, CA. While working with The Filson, continue to provide strategic direction on high value projects for Veridian
Financial.
CFO & Director of Operations, Consulting Division, 1997 to Present
Provide high-end financial and business development planning, hands-on accounting and financial reporting, analysis, budgeting and interim leadership, including work with Boards, Investors and senior staff. Responsibility for day-to-day management of all finance and development functions of the company. Managed approximately 150
client engagements in multiple industries, with a focus on finance, private equity, healthcare, B2C/B2B and technology. Focus on creation of investment -grade business plans for use in (a) business start-ups and expansion; (b) financing and venture capital; (c) high-profile project planning, implementation, business integration involving accounting, I.T. and operations for organizations during periods of substantial change or growth. Crafted competitive, market, financial analyses for successful Lumalite IPO. Develop acquisition proposals, analyses and recommendations, including market and competitive data analyses and financial models and proformas . Recent work includes assisting Humana (Senior Project Management), Papa John’s International (Financial Systems Integration) and Signature Healthcare (M&A and Business Integration – see below), and local organizations including Hunting Creek Country Club, serving as part -time Controller 2011-present.
CFO & Director of Operations, Financial Services Division, Veridian Financial, 2002 through 2009
Grew Veridian financial division with full profit and loss responsibility from start -up and -0- revenues to $270 million. Working with I.T. staff, and external vendors, personally led multiple I.T. initiatives in development of proprietary systems (including customer information systems, billing, interactive web -based tools for customers, and proprietary Intranet system), data management and financials reporting. Responsible for hands-on daily management of approximately 100 lender relationships, and licensing/compliance for 42 state lending licenses.
Managed controlled divestiture of mortgage lending division in December 20 09 as result of economy and national mortgage lending sector crisis.
Director, Strategic Development, Signature Healthcare, LLC, 2010 with Veridian Financial
Co-developed Mergers and Acquisitions Department (M&A) for company operating 75 facilities in seven states, 11,00 employees and $600+ million in revenues. Developed capital spending proposal to landlord REITs, resulting in $17 million in capital improvement funding for 26 facilities. Project Managed development of new analytic and reporting tools using business analysis techniques including data mapping, process definition, and file layout design and implementation. Created M&A business plans, market and competitive assessments and financial assessments for presentation CEO and Board of Directors. Developed business integration plans for presentation to and approval by CFO, CEO and Board of Directors. Created complex, high -end financial, competition and market models related to acquisitions, program development and new revenue streams.
Southeastern Arizona Behavioral Health Services – Tucson, AZ, 1994-1997
A Joint Commission accredited healthcare system and managed care company providing a continuum of care from mobile crisis to acute inpatient to long-term care for 12,000 patients annually.
Director of Finance & Management Services
Responsible for overall management of all accounting, new business development and IT functions. Led company - wide changeover of all I.T. systems including Customer Information and Financial systems, including customer billing for $300 million healthcare system. Project Managed overall financial systems and I.T. business integration with three businesses acquired by the company. Managed all financial, data reporting, compliance, and audits internally for the state and federal regulatory agencies. Led acquisition of three companies including transition
team and successfully managed conflict resolution issues.
Hands-on day-to-day management of all accounting, treasury and revenue cycle/billing functions. Managed all financial and data reporting, compliance audits internally for state and federal regulatory agencies. Developed and implemented operations processes, policies and procedures, job descriptions and financial controls internally for I.T., accounting, as well as all vendor service contracts. Coauthored business proposal that resulted in $300 million services contract with State of Arizona and formation of new parent company. Managed business operations start -
up teams (Finance & Contract departments) that resulted from new contract award and was member of I.T. committee.
University of Louisville – Major Research University, Louisville, KY 1990-1993
Adjunct Professor
Taught courses to both graduate and undergraduate students including: Statistics, Senior Studies in Public Policy, Statistical Computing, U.S. Government, and International Government.
Education
University of Louisville, Kentucky. Master's Degree – 1991 - Economics and Political Science. Recipient of first adjunct faculty position from department.
University of Louisville, Kentucky. Bachelor of Arts Degree – 1982 - Economics. Pi Kappa Phi, Dean's List.
Professional Development
Certified Facilitator - New Healthcare Technology Ventures, Kauffman Foundation, Kansas City, MO in partnership with the University of Louisville.
University of Kentucky, Lexington, KY. Three years post-Masters Doctoral coursework in Statistics, Economics, and Finance.
Application Software
QuickBooks, Access, Adobe, Essbase, Excel, FrontPage, Great Plains, Janus, Lawson, Lotus 1 -2-3, MS Publisher, MS Project, Office, Outlook, Paint Shop Pro, Peachtree Accounting, PeopleSoft, PeopleSoft AM, PeopleSoft AP, PeopleSoft AR, PeopleSoft CRM, PeopleSoft GL, PeopleSoft HRMS, PeopleSoft Payroll, PeopleSoft PO, PowerPoint, Quattro Pro, Quicken, SAP, Timberline, Visio, Windows Media Player, Word, WordPerfect, and multiple accounting applications both prepackaged and enterprise level.
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