Talented Financial Executive (CFO, VP of Finance)

Resume of Quint M. Sabatka Page * of *

QUINT M. SABATKA, MBA, CMA

**** ** ***** ******, *******, WA 98146 206-***-**** addy9h@r.postjobfree.com PROFILE

An exceptionally motivated corporate officer with extensive experience leading and advising both public and private international corporations through the development and implementation of strategic plans, achievement of profitability goals, completion of accretive acquisitions, and mitigation of risk. Accomplished in the skill of structuring financial transactions and negotiating favorable terms with commercial and investment banks. Recognized as an expert hands-on problem solver who can formulate effective and efficient strategic solutions that drive growth, profitability, and long-term success. Positive and open minded team builder with a passion and proven ability to lead and develop team members.

Summary of Qualifications:

Accounting & Financial Management

GAAP/IFRS Compliance

Financial Planning & Analysis

SaaS Billing & Revenue Recognition

Mergers & Acquisitions

Private Equity Capitalization

Risk Management Investor Relations CRM, BI, & ERP Software

Financial Reporting & Audit Pricing Strategy Strategy Formulation & Launch

Contract Negotiation Team Building & Mentoring Treasury Management PROFESSIONAL EXPERIENCE

EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER June 2017 – January 2020 PSF Mechanical, Inc., Seattle, WA

PSF Mechanical, Inc. is one of the Northwest’s leading full-service commercial mechanical contractors. This position provided me with the opportunity to professionalize the accounting, finance, and legal functions of a privately held company that experienced rapid growth over the last five years. PSF Mechanical, Inc. has approximately 350 employees.

• Drove companywide cultural transformation, instilling a results-oriented culture based on accountability

• Redeveloped a grossly underperforming finance and accounting department into a high performing team o Hired highly capable and skilled employees, while streamlining processes and systems o Reduced team by 2 employees, saving $150,000 annually

• Created a legal department to review and negotiate over 500 contracts annually o Went from very few contracts receiving legal review to 100% o Mitigated risk in all areas of the business and enhanced profitability o Implemented a contract management system that streamlined the entire contract lifecycle o Negotiated Master Service Contracts with 80% of significant customers

• Maintained a strong working relationship with the bank o Increased operating line by 25% to finance an intense spike in work

• Implemented and enhanced a monthly financial and management reporting process resulting in a more timely, accurate and detailed reporting package for use by executive management and external users

• Shortened financial close by 7 days per month

• Implemented a quarterly board financial reporting package

• Designed and implemented first comprehensive annual budgeting process, enhancing fiscal accountability

• Designed and implemented first comprehensive forecasting tool, providing organizational insight to enhance decision making

• Implemented a purchasing card program that improved net income 0.5% annually

• Negotiated with liability insurance providers and generated competitive bids to reduce program spend by approximately 15%

• Negotiated with employee life and disability benefits providers and generated competitive bids to reduce program spend by approximately 10%, while maintaining the life benefit and doubling the disability benefit

• Developed and implemented a short-term incentive program that tied to individual and company results

• Developed a 401k program that enhanced participation by 15%, encouraged retention, and reduced employer risk

• Improved billing and collections practices, resulting in an additional $2M annual cash flow improvement

• Drove a recapitalization that injected an additional $3M of capital

• Restructured debt to convert 25% of floating debt into low interest fixed debt

• Introduced workers’ comp claim review and management process reducing EMR below 1 DIRECTOR OF FINANCE June 2015 – May 2017

Lighthouse eDiscovery, Seattle, WA

Lighthouse eDiscovery provides information technology products and services to the legal industry and is recognized as a leader in the electronic discovery field. This position allowed me to build a best in class finance organization where none existed, move into a position with a local company, and gain experience in a rapidly growing technology start up.

• Oversee all company-wide financial operations of a rapidly growing technology company Resume of Quint M. Sabatka Page 2 of 3

• Guided profitable YoY growth in excess of 50%

• Grew the finance team by 700% within first year of employment

• Ensured SaaS revenue was recognized correctly under ASC 606

• Guided SaaS contract structure to drive appropriate revenue recognition

• Partnered with software development teams to create and launch SaaS products and internal software

• Developed and implemented all documented workflows used by the finance department

• Implemented financial controls and QC checks that insured accurate financial and operational reporting Trimac Family of Companies May 2005 – July 2015

The Trimac family of companies provide transportation services throughout North America. At the time I was employed by Trimac these companies had a common shareholder but reported to separate Boards and were publicly and privately held. Their combine annual revenue was approximately $750 million with 3,500 employees. DIRECTOR OF FINANCE & STRATEGIC PLANNING April 2014 – July 2015 Trimac Transportation Inc., Houston, TX

• Retained all responsibilities held in previous role plus additional responsibilities including: o Developed, evaluated, and enhanced the corporate strategic plan of a $350 million private corporation o Ensure that budgetary planning and results are consistent with the corporate strategic plan o Oversight of the billing and pricing departments

• Mentored and developed 5 manager level direct reports and 50 additional indirect reports

• Restructured the billing and pricing departments lowering costs by 7% while increased the quantity and quality of output

• Developed and implemented specific strategic initiatives that drive long-term growth and profitability DIRECTOR OF FINANCE November 2011 - April 2014

Trimac Transportation Inc., Houston, TX

• Second in charge behind, and successor to, the CFO

• Responsible for overseeing all company-wide financial operations for a $350 million private corporation

• Prepared and managed monthly, quarterly, and annual budgets and forecasts

• Directly managed and developed 12 employees in payables, credit, receivables, collections, and finance

• Negotiated and refinanced over $75 million in credit facilities

• Completed an acquisition that increased revenue by 25%

• Implemented a capital budgeting process that improved asset utilization by 7%

• Reorganized finance department structure to reduce cost by 18%

• Developed and administered corporate risk management program CHIEF FINANCIAL OFFICER November 2009 – April 2012 Trimac Dry Bulk Group Inc., United States of America

• Responsible for the overall financial management of a $40 million corporation

• Led restructuring that resulted in profitability within one year of acquiring the entity out of bankruptcy

• Developed and implemented strategic goals and objectives

• Assembled and developed a financial team of 22 employees

• Oversaw all financial reporting, purchasing, and payroll activities

• Attended board and subcommittee meetings; led the Audit/Finance Committee

• Oversaw business insurance plans and health care coverage analysis

• Ensured compliance with both financial and 401k audit standards

• Assisted in the design and implementation of wage incentives, commissions, and salaries SENIOR MANAGER OF FINANCE June 2009 – November 2011 Trimac Transportation Inc., Houston, TX

• Second in charge of financial operations for a $300 million company

• Reorganized capital structure resulting $0.5 million annual savings

• Developed and maintained systems of internal controls to safeguard financial assets

• Assisted in the design and implementation of wage incentives, commissions, and salaries

• Oversaw business insurance plans and health care coverage analysis LEAD CONSULTANT December 2008 – January 2010

Trimac Holdings Limited, Canada

• Provided game-changing insight in the pharmaceutical and transportation industries

• Guided acquisitions, divestures, and financial restructuring throughout North America

• Developed and implemented long-term financial planning models

• Facilitated strategic planning and implementation Resume of Quint M. Sabatka Page 3 of 3

MANAGER, STRATEGIC FINANCIAL ANALYSIS August 2008 – June 2009 Trimac Income Fund, Canada

• Responsible all high-level financial analysis for a $350 million public corporation

• Led due diligence teams to facilitate the accurate valuation of acquisition targets

• Developed and managed all financial budgeting, forecasting, and modeling

• Optimized tax efficiency and capital structure

SENIOR FINANCIAL ANALYST May 2005 – August 2008

Trimac Income Fund, Canada

• Mentored by and reported directly to the Chief Financial Officer

• Completed eight accretive acquisitions representing $54 million in revenue

• Developed a comprehensive five year planning model to guide organizational growth

• Developed quarterly management discussion and analysis and annual reports

• Developed investor relation program

EDUCATION AND PROFESSIONAL DEVELOPMENT

Bachelor of Science in Business Administration, concentration in Finance & Marketing Kansas State University

Bachelor of Arts in Economics, concentration in Energy Markets University of Calgary (ranked in the top 200 universities in the work since 2004 by the Academic Ranking of World Universities) Master of Business Administration

University of Guelph (perennially ranked by Maclean’s Magazine as a one of the top five comprehensive universities in Canada) Certified Management Accountant

Designation earned from CMA Alberta

ADDITIONAL SKILLS

Software

Hyperion BI Oracle ERP JIRA

Microsoft Dynamics Cognos BI Microsoft Office

Microsoft Power BI Spectrum ERP IBM SPSS

Information Builders BI Microsoft Visio QuickBooks

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