SUMMARY OF PRIMARY SKILLS
M&A Valuation & Integration
Multi-Unit/Multi-Location
Accounting Process Upgrades
Equity & Debt Financing
Cash Flow Maximization
Manufacturing Costing
Recapitalization
Contract Management & Negotiations
Inventory Value Management
Financial Reporting - SEC
Project Management & Financing
ERP Conversions
Working Capital Management
Standard & Process Cost Accounting
Administer IT & HR
EXPERIENCE
James B. Chamberlain -CPA, Southlake, TX 2014 - Present
Interim Contract CFO Service Provider and Valuation Expert
Managing General Partner of JC21 Management LLC
Habitat CFO restated financial statements for 5 years and wrote off $ 3 million of GAAP errors.
Set up $20 million “market rate” Mortgage Company as stand-alone entity.
Fractional CFO of 2 private start-ups.
Merrill Lynch – Bank of Americas, Dallas, TX 2012 – 2014
Wealth management and financial service provider.
Financial Advisor
Co-managed a $100 million wealth management partnership providing services to wealthy individuals, family offices, private foundations and companies.
Gemini Consulting Partners, Southlake, TX 2009 – 2012
Investment banking and CFO consulting services.
Managing Director
Full time contractor engaged during the $3 billion American Airlines bankruptcy and restructuring.
CFO services for 4 clients - aerospace, “Green”, nano-technology, and energy companies.
Flynt Management Group, Beverly Hills, CA 2003 – 2009
Private media and entertainment family office trust of 32 companies - $300 million
EVP and Chief Financial Officer
Implemented income tax initiatives resulting in $5 million annual tax savings.
Obtained $44 million casino loan approved by the California state gaming commission.
Negotiated $250 million commitment from UBS for purchase of Las Vegas casino property.
Initiated new business segments cable, internet and VOD producing 25% per year profit growth.
Managed bank financing and ETF enabled cash concentration accounts for 32 separate entities.
Engaged investment banker to underwrite $200 million IPO offering.
Askew Kabala & Company, Santa Ana, CA 2001 – 2003
Investment banking and financial consulting services partnership.
Managing Director
Part time CFO for 4 private companies in entertainment, aeronautical, green technology and financial services industries.
Planned and directed successful $2 million equity financing and debt restructuring initiative.
Obtained over $50 million in letters of credit and asset based credit lines for several manufacturing clients.
OnRadio.com, Scotts Valley, CA 2000 – 2001
Branded internet radio broadcaster - $10 million
Vice President of Finance and Chief Financial Officer
Shaped new business initiative and funded $3 million preferred stock offering.
Completed sale of $9 million legacy business segment.
ETM Entertainment Network, Costa Mesa, CA 1996 – 2000
Internet E - commerce ticket service company - $45 million
Vice President Financial Planning
Completed successful $33 million private placement with JP Morgan.
Developed economic value model to establish target offer price for the planned $150 million IPO.
EDiX Corporation, Irvine, CA 1994 – 1996
National electronic data interchange (EDI) medical records network - $40 million
Chief Financial Officer and Founder
Selected and implemented start-up ERP software, hired controller and 5 finance support staff.
Integrated 5 regional transcription service company acquisitions.
Funded $18 million Series B preferred stock round from single private equity investor.
The Times Mirror Company, Los Angeles, CA 1984 – 1994
International publishing company - $4 billion
Corporate Director, Financial Planning (1989 - 1994)
Managed budgets, M&A, capital spending and portfolio management for 36 subsidiaries.
Provided analysis to support repositioning $1.4 billion into growth investments.
Corporate Assistant Controller, Shareholder and SEC Reporting (1984 - 1989)
Saved $ 3 million annually in transaction processing costs and record handling.
Directed team of 35 responsible for all management reporting and KPI metrics.
Fluor Corporation, Irvine, CA 1983 – 1984
International engineering company - $ 4 billion
General Manager, Corporate Planning
Developed $1 billion restructuring plan supported by business portfolio valuation.
Completed and integrated 5 buy-sell M&A transactions.
Occidental Petroleum Corporation, Los Angeles, CA 1978 – 1983
International petroleum and chemical company - $10 billion
Chief Financial Officer, Occidental Technology Center (1981 -1983)
Managed finance, accounting and IT for 3 entities - Oxy Research, Engineering and Oil Shale JV.
Senior Manager, Corporate Financial Planning (1980 – 1981)
Managed financial planning and analysis for Oxy Chemicals group - 6 business segments.
Prior Experience - Stauffer Chemical Co, Westport CT, and Ernst &Young, San Francisco CA
EDUCATION AND PROFESSIONAL CREDENTIALS
MBA - University of Bridgeport, Bridgeport, CT
BA - University of California, Berkeley, CA
Certified Public Accountant - Texas License 103827; Louisiana License 14929
Certified Management Accountant Certification - 842