JON B. SANDERSON, C.P.A.

Cell: 901-***-**** Birmingham, AL 35242 acw3lt@r.postjobfree.com

SENIOR FINANCE EXECUTIVE

Senior-level executive with over 20 years of finance, administration, credit and public accounting experience in financial services, manufacturing, and distribution industries. Strategic vision to identify potential opportunities and management skills to execute organizational goals to drive profitability through organic corporate growth directives and mergers and acquisitions. Proven ability to develop and implement systems to streamline financial management, analytics and internal controls. Strong management skills, exemplary staff leadership and professional development.

SKILLS AND EXPERTISE

Financial Management Mergers/Acquisitions Investor Relations

Inter-Departmental Administration Profit Analysis Team Building/Development

Process Improvement Credit Facilitation Efficiency through Technology

Project Evaluation Contract Negotiations Resource Allocations

SELECTED ACHIEVEMENTS

•Identified excessive costs in the corporate overhead structure. Eliminated duplicate services and non-performing personnel. Result: $2.8 million cost savings.

•Led diligence efforts on more than 15 potential acquisitions including a London-based brokerage firm. Expanded firm footprint and support growth of businesses through acquisitions. Result: Closed 4 of these acquisitions and initiated an international presence.

•Initiated a $4.5 million data warehouse project to streamline and standardize information flow between business units. Eliminated multiple versions of the same report. Result: Enhanced financial and operational reporting and restored creditability to this reporting.

•Reduced monthly financial close process to 2 days from 5 days while maintaining the integrity of “actual” data versus employing estimates. Utilized technology and automation to replace manual processes. Result: Actual financial data available to assess the monthly activity and enhance business decisions.

•Developed relationships with credit facilitators (4) adding more than $225 million of additional capacity. Allowed for additional inventory capacity for Fixed Income Division. Result: Trading profits increased approximately 17% year-over-year.

•Standardized the compensation structure for salesman and traders to facilitate consistency and transparency in the respective payouts. Eliminated subjectivity in the compensation calculation. Result: Increased productivity by eliminating the subjectivity and resulted in $350,000 cost savings in the first year of implementation.

JON B. SANDERSON, C.P.A.

Cell: 901-***-**** Birmingham, AL 35242 acw3lt@r.postjobfree.com

PROFESSIONAL/WORK HISTORY

Sterne Agee Companies – Birmingham, Alabama

•Senior Financial Officer 2015 – 2016

Sterne Agee Group, Inc. – Birmingham, Alabama

•Chief Financial Officer and Treasurer 2012 – 2015

oChair, Underwriting Commitment Committee

oChair, Independent Broker Dealer Committee

Morgan Keegan & Company, Inc. – Memphis, Tennessee

•Controller and Managing Director 1998 – 2012

•Assistant Controller and Senior Vice President 1992 – 1998

•Assistant Controller and Vice President 1990 – 1992

OTHER EXPERIENCE

Ernst & Young, LLP -- Memphis, Tennessee

KPMG Peat Marwick, LLP -- Raleigh, North Carolina

EDUCATION/TRAINING

Bachelor of Professional Accountancy Mississippi State University

Series 27 Financial Principal Investment Training Institute-Nash, Inc.

Series 7 – General Securities Registered Rep Investment Training Institute-Nash, Inc.

CPA Review Becker Review Class

OTHER INFORMATION

American Institute of Certified Public Accountants

Tennessee Society of Certified Public Accountants

Securities Industry Association CFO Roundtable (Chair, 2011)

Memphis Recovery Center, Board Member

American Heart Association, Board Member

Birmingham Bulldogs (Mississippi State University Alumni Chapter)

Memphis Maroon Club (Mississippi State University Alumni Chapter)

Distinguished Service Award-2011)

Samford Business Network-CFO Roundtable

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