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Chief Financial Officer

Location:
Orange, CA
Posted:
March 07, 2020

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Resume:

NAVEED HAKIM MBA, CPA

714-***-****, adb6va@r.postjobfree.com

Results-driven finance executive with more than 20 years of progressive experience with technology, software, information, and services companies across multiple industries. Key accomplishments include:

• Transforming and building high performing businesses in dynamic, changing markets across multiple industries

• Strong partnerships with boards and executives to drive enterprise-wide initiatives to successful outcomes

• Hands-on operational roles in strategy, business development, products, sales, and marketing

• Leadership positions in all areas of finance and accounting (FP&A, Accounting, Tax, I/R, SEC Reporting and Treasury)

• Significant exposure to board and other governance committees, investors, analysts, and banks

• Preparing and taking companies public, successful PE exists; experience with activist investors/anti-takeover processes PROFESSIONAL EXPERIENCE

Plum Healthcare Group (Private Equity backed)

$775M owner and operator of post-acute medical care, rehabilitation, and transitional care facilities Executive Vice President, Chief Financial Officer Jun 2016 – Present Responsibilities

• Provide leadership, direction and management of accounting, finance, treasury and tax teams

• Advise on long term business and financial planning and provide strategic recommendations to CEO and executive team

• Establish relationships with hospitals, REITs, and other external partners and stakeholders Select Achievements

• Strategy / Ops

o Developed Plum’s 5-year strategy/transformation plan in 2016 and gained board buy-in; leading its execution o Introduced scalable M&A processes, executed on eight divestitures and rapid integration of 12 acquisitions o Drove $55M+ in cost efficiencies on $450M actionable cost structure through various transformation initiatives o Lead key operational initiatives: launching tele-health and centralized admissions processes across enterprise o Developed relationships with key hospital systems resulting in closer integration and preferred provider status

• Finance / Data and Analytics

o Designed patient/pricing analysis/metrics across 131 payors to optimize negotiations (10% 3-yr revenue CAGR) o Realized $34M in efficiencies by integrating analytics-driven measurements/decisions into operational processes o Redesigned budgeting to target driven, growth-oriented operational planning process tied to company’s strategy o Transitioned financial reporting from static reports to interactive dashboards with near-real time info/insight o Installed enterprise-wide BI and analytics tools encapsulating market, clinical, labor and other operational data

• Corporate Finance / Treasury

o Refinanced $600M credit facility across 15 lender syndicate; renegotiated covenants to drive flexibility o Completed $420M debt structuring, leveraging FHA programs to drive 20% permanent reduction in debt service o Designed custom debt facility that leverages strengths of FHA debt structure to enhance capital availability o Redesigned Plum’s legal structure, bank accounts, and cash flows to unrestrict 75% of operational cash flows o Moved treasury to full electronic end-to-end processes; renegotiated bank relationships eliminating all fees

• Accounting / Tax / Risk Management

o Improved financial audit from multiple SD’s and MD’s to three consecutive clean audits w/ unqualified opinion o Reduced close process by 50% to Tier-1 benchmarks; introduced instantaneous financial updates to facilities o Effectively navigated ASC 606, 842 and partnership tax audit rules; implemented Workday Financials ERM o Drove 33% reduction in effective tax rate through implementation of tax strategies and method changes o Insulated company by redesigning liability coverages; moved company to various self-insurance programs o Expanded compliance to cover ERM, BCP and Cyber processes; introduced structured committees (audit/comp)

• Value Created as a Result of Actions Above

o Generated $100M in capital availability over 3 years; greatly strengthened balance sheet (current ratio .88 1.4) o Innovative debt/capital structure added $70M+ to company’s enterprise valuation (per PE bank’s analysis) o Stabilized company margins at near industry high through operational efficiency actions discussed above o Introduced technology and innovation to enable clinical/operational differentiation and drive topline growth o Moved company to near public ready status through implementation of critical governance and reporting systems (ERM, Committees, Controls) and through a greatly strengthened financial/risk profile Naveed Hakim Page 2/3

CoreLogic, Inc. (NYSE: CLGX)

$1.8 Billion global information, analytics, and data-enabled solutions provider to the financial services and insurance industries Vice President II, Global FP&A, Corporate Finance and IT Finance; CoreLogic, Inc. Aug 2012 – Jun 2016 Responsibilities

• Lead development and coordinate execution of strategy, financial and operational plans; optimize capital deployment

• Drive all aspects of planning and analysis, provide financial leadership over execution of key initiatives including M&A

• Interface with board and investors/analysts; align expectations with Company’s strategy and organizational goals Select Achievements

• Led FP&A process that facilitated double digit EPS growth while meeting or exceeding consensus for 11 of 12 quarters

• Developed and launched CoreLogic’s 5-year strategy and transformation road map in partnership with CFO

• Authored market views of key insurance and mortgage value chains informing Company’s five-year strategy plan

• Executed on 15 transactions totaling $1B+, successfully scaling Company and driving margin and multiple expansion

• Coordinated successful integration of 8 transactions, realizing board committed synergy targets and EPS accretion goals

• Drove initiatives to identify and then solution $210+ million in operational efficiencies exceeding strategy plan targets

• Member of McKinsey transformation team that designed and installed CoreLogic’s Global Sales Organization

• Moved F&A and IT organizations to tier-2 industry benchmarks through implementing outsourcing and Lean initiatives

• Collaborated with Treasury to raise $1.4 billion in capital and later amend and optimize $1.6 billion debt structure

• Co-developed Company’s investor and analyst strategy that successfully reconfigured slate of analysts towards growth Vice President I, Division CFO; CoreLogic Data and Analytics Segment ($700 Million Revenues) Sept 2008 – Aug 2012 Responsibilities

• Lead Segment’s finance and accounting teams; drive Segment’s investor relations strategy

• Partner with Segment CEO in formulating the Segment’s future direction and supporting tactical initiatives Select Achievements

• Led development of segment’s financial plans that exceeded expectations for all four years

• Integrated and aligned 11 separate businesses to form the Data and Analytics segment

• Consolidated operational functions, eliminating over 10% of Segment’s cost base to achieve desired margin profile

• Introduced pricing policies and subscription plans to enhance existing product up-take and new product adoption

• Authored Segment’s investor and strategy decks for CoreLogic’s IPO, participated in roadshow and investor meetings

• Key member of the Office of the CEO, which successfully prepared CoreLogic, Inc. for IPO (2010) First American Financial (NYSE: FAF)

$6 Billion leading provider of insurance, settlement services and risk solutions to the real estate industry Vice President, Finance; Real Estate Solutions Group ($375+ Million revenues) Feb 2005 – Sept 2008 Responsibilities

• Lead Group’s finance, accounting and compliance teams; prepare Group for eventual IPO

• Drive pricing and other process disciplines to operate and grow the business as a stand-alone public company Select Achievements

• Exceeded financial targets for all three years; established reporting framework needed to conform to public standards

• Co-developed and executed on a multi-year roadmap that rapidly scaled and diversified the business into five new markets through a sequence of acquisitions, new product development, and data expansion initiatives

• Established audit and compliance committees and other governance process to prepare company for IPO

• Developed sales finance organization to measure effectiveness of, and calibrate product and market driven sales strategies Naveed Hakim Page 3/3

First American Financial (Continued)

Director, Market and Product Planning; FARES ($270 Million in revenues) Apr 2002 – Feb 2005 Responsibilities

• Analyze current and emerging markets, competitors and customers to inform business strategy and product roadmaps

• Manage product lifecycle, profitability, pricing and investment review; quantify new growth opportunity potential Select Achievements

• Led companywide project to assess lifecycle, product maturity, and contribution margins on Company’s product portfolio

• Developed and led business unit’s pricing process and designed pricing strategies across 10+ markets and 120+ products

• Managed Freddie Mac relationship, co-developed initiative to integrate Freddie Mac’s analytics into FARES platforms Basis100 Corporation

Leading provider of risk management analytics ($17 million revenues) Chief Financial Officer (2001/2002), Controller (2000/2001) Apr 2000 – Apr 2002 Responsibilities

• Financial planning, reporting and analysis, tax planning, treasury management, accounting / controllership, M&A, and business development

Deloitte (Tax and Audit), Manager Mar 1996 – Apr 2000 Unocal Corporation, Corporate Accountant Jun 1994 – Mar 1996 EDUCATION

UCLA Anderson School of Management Los Angeles, CA M.B.A, Emphasis: Finance and Entrepreneurship, GPA 3.8; Business Honor Society (Top 10%) Jun 2005 USC Leventhal School of Accounting Los Angeles, CA Masters, Business Taxation, GPA 3.8 May 2001

Bachelor of Science, Accounting May 1994

ADDITIONAL

Certifications: Certified Public Accountant, Certified in Financial Management, Certified Management Accountant Other Activities: Board of Directorships: Basepoint Analytics (2018 -2010); DCI Concepts (2005 – 2008) Governing Body Member of LA Executive CFO Council (2016 – Present) Volunteer at Operation Hope – teaching financial literacy to lower income, disadvantaged high school youth Recognition: 2014 CoreLogic Leadership Award winner; 2008 and 2010 Excellence Award nominee



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