Jim Early, MBA, CPA ( *** E. Prospect 610-***-****
Ave (
( State College, PA *********@*****.***
16801
EXPERTISE
Financial Reporting/Planning Board/Management Presentations
Audit &Tax Compliance Contract Negotiations/Administration
Financial System Implementation Acquisition Planning/Integration
Private Equity/Investor Relations Debt/Equity/Capital Restructuring
Business Development/Change Mgmt. Banking/Treasury Management
RESULTs
. Successfully led, negotiated and closed five multi-million dollar
private debt/equity financings.
. Built solid financial infrastructure for a publicly traded company -
IT systems and new staff - to accommodate substantial growth.
. Led financial modeling, due diligence, contracting and integration for
three successful acquisitions.
LEADERSHIP ATTRIBUTES
( C-Level Team Member ( Acquisition Team Leader ( Finance Team
Builder/Mentor
( Deal Maker/Negotiator ( Management Advisor
Professional EXPERIENCE
US Insurance Audit Services, Inc. 2012 to
present
Premium Audits for national insurers, workers comp and general liability
VP/CFO/Director
Perform accounting, finance, business development and administrative
services, while serving on board of directors and participating in
strategic planning. Successfully implemented KPI analysis to support
pricing decisions and manage profitability during a period of rapid growth.
Early Financial Consulting, LLC 2009 to
present
Interim CFO/Controller and Business Development Services
Single Member Shareholder
Provide continuing finance, accounting, tax, and business development
services for pharma, manufacturing and professional service clients as an
interim CFO and business development professional.
Synageva BioPharma Corp. (fka Avigenics)
Life Science, PE-Backed, 50-employee, clinical stage company
Senior Vice President, Finance and Administration / Corporate Secretary
2006 to 2009
Member of senior management team responsible for implementation and
execution of long-range strategic and financial plans as well as financial
reporting, human resources, IT, procurement and accounting operations.
Reported directly to Chief Executive Officer and Audit Committee.
Led and successfully closed four private debt and equity financings
($34M) in two years, funding pre-clinical drug development studies,
Phase I/II clinical trials, and protein purification operations.
Developed financing strategy, capitalization tables, option/valuation
models and business plans.
Anesthesiologists Associated, Inc. (aka AAI)
800 providers, 500,000 annual claims, $300M client revenues
Vice President of Finance / Chief Financial Officer 2002 to 2005
Member of senior management team, reporting directly to CEO and Audit
Committee. Prepared and presented financial plans and results of
operations to the board of directors and shareholders.
. Spearheaded recapitalization plan for major restructuring of corporate
equity.
. Successfully negotiated $200M lock box and treasury management program
as well as a $2.3M credit facility for capital investment and working
capital requirements.
. Restructured board-level financial presentations, including key
indicator reports and trending.
Jim Early, MBA, CPA 610-***-****
(
*********@*****.***
Professional experience Continued...
Zila, Inc. 1997 to 2002
$55M Net Sales; pharmaceutical, nutraceutical, biotech subsidiaries
Director of Finance, Acquisition Planning and Analysis (Parent Company)
2001 to 2002
Selected by parent company to become a member of the acquisition and
business development team involved in product licensing, co-promotions, and
mergers and acquisitions. Handled due diligence and integration services
for all acquisitions.
. Coordinated the preparation of three multi-million dollar investment
proposals in conjunction with business development and marketing that
were approved by the Board.
. Effectively structured an acquisition proposal that included post-
acquisition milestones tied to gross margin benchmarks.
Director of Finance and Operations, Controller (Zila Pharmaceuticals)
1997 to 2001
. Managed a staff of six accounting professionals, handling division
reporting for SEC and internal needs, A/P, A/R, government pricing
contracts and credit and collections.
. Served in an operations and project management capacity for a major
brand acquisition.
. Directed the successful transition and integration and ensured ongoing
compliance for six operations contracts in sales, distribution,
regulatory compliance, manufacturing, and quality control for branded
product acquisition with distribution in the US and Canada.
. Improved accuracy, iterative capabilities, month-end closes, and
quality reports as well as reduced overtime by selecting and
implementing an OLAP financial reporting system similar to SAP
Business Objects Planning and Consolidation.
. Instituted mentoring program for well being and professional
development of accounting group.
Schein Pharmaceutical (now Watson)
$240M brand and generic manufacturer, sterile injectable/ophthalmic & otic
product lines
Financial Analyst 1994 to 1997
. Conducted long-range financial and capacity planning for growth and
expansion; integrated marketing, product development, and
manufacturing facility and production requirements in a matrix team
setting for pipeline manufacturing cost build-ups and capital
investment evaluation.
. Prepared forecasts and ROI calculations for product pipeline and
capital equipment proposals in Excel for IRR, NPV and payback analysis
and Crystal Ball (CB Predictor) for probability Monte Carlo simulation
analysis.
. Established a companywide capital expenditure policy including
departmental staff training.
Previous Experience:
Early & Associates, private accounting practice, Principal, 1989-1994
Merrill Lynch & Co., retail investment brokerage, Financial
Consultant, 1988-1989
Fred Hutchinson Cancer Research, healthcare, Controller, 1986-1987
Graham Development Services, real estate development, Controller,
1984-1986
Wright Runstad & Co., real estate development, Accountant, 1981-1984
Carpeteria, retail chain, Controller, 1979-1981 (part-time during
graduate school 1979-1980)
Coopers & Lybrand (now PwC), public accounting, Auditor, 1976-1978
Education and Professional licenses
Certified Public Accountant, California Certification #63445, active
M.B.A. in Finance and Accounting, UCLA-Anderson School of Management, 1980
B.B.A. in Accounting, University of Notre Dame, 1976