Executive Financial

Resume

TREVOR SMITH

916-***-**** ************@*****.***

SENIOR EXECUTIVE

Dynamic executive with impressive history elevating business to new heights of success in existing and previously untapped markets, safeguarding corporate and investor interests and assets, and maximizing ROI on complex transactions across diverse industries. Drive business, revenue, and market share growth, designing and directing high-impact strategic plans and initiatives. Expose and mitigate latent risks and potential crises, uncovering and repairing weaknesses and deficiencies. Forecast and prepare for rapidly fluctuating market conditions, detecting and navigating obstacles. Identify and capitalize on opportunities, translating prospects into tactical frameworks and roadmaps. Build world-class teams, uniting staff, boards, and shareholders on common mission and goals.

Private Equity Business & Market Share Development Strategic Analysis & Planning P&L Bottom-Line & ROI Optimization Financial & Operational Modeling Benchmarking & KPIs Shareholder & Board Presentations Fundraising Joint Ventures Negotiations Team Building PROFESSIONAL EXPERIENCE

KIDS CARE DENTAL & ORTHODONTICS, Rancho Cordova, Ca. 2019-2020 Full service pediatric dental provider with operations throughout northern California Chief Financial Officer

Enhanced the company’s monthly close processes. Developed and presented monthly and quarterly financial and operational reports to executive management and the board. Created a labor hours calculator to proactively manage labor costs based on projected revenue.

Major Contributions:

Negotiated an amended credit agreement that resulted in an unqualified 2019 audit opinion despite the company being shut down for approximately 60 days during 2020.

Created a monthly operating report to provide a comprehensive view of the company’s primary functions including finance, operations, business development, marketing, and human resources. CENTER FOR AUTISM & RELATED DISORDERS (CARD), Woodland Hills, Ca. 2013-2019 Healthcare services firm with operations throughout the U.S. and international affiliate operations. Chief Financial Officer

Developed the company’s financial reporting processes and infrastructure. Anticipated and responded to capital needs. Developed and presented monthly financial and operational reports to executive management. Led the company’s annual budgeting process and presented annual and quarterly budgets to banking relationships. Co- led the company’s acquisition activity including transaction negotiation and financial modeling. Led the company’s risk management practice including the maintenance of appropriate insurance coverages. VP of Finance

Led several special projects under direct supervision from the CEO including the development of a scalable expansion assessment and implementation process, a tiered billing structure that resulted in increased operating margins, and site-level financial and operational performance benchmarks. Major Contributions:

Developed and implemented operational and financials benchmarks that contributed to a 3x increase in revenue and a 7x increase in net income.

Created de novo and split office models that minimized start-up and operating costs.

Increased the company’s clinic locations from 25 to 250, while expanding the company’s service area to 34 states.

Closed the company’s first two acquisition and drove financial performance which resulted in decreased post-close acquisition multiples.

Led the company’s due diligence process with several top-tier private equity firms. Resume

TREVOR SMITH Page 2 ************@*****.***

CORNERSTONE RECORDS MANAGEMENT, Van Nuys, Ca. 2009-2012 Private equity-sponsored business services firm with operations in California, Colorado, Texas and the Mid-Atlantic.

Western Division Chief Financial Officer

Played key role in establishing the division’s financial reporting processes and infrastructure. Anticipated capital needs. Forecasted and presented monthly P&L, balance sheet, and operational metrics to executive management. Led the division’s annual budget and quarterly forecasting processes. Supervised accounting personnel. Major Contributions:

Integrated ten acquisitions into the platform business within 38 months of start date increasing revenue by over 5x.

Improved facility-level monthly Operating EBITDA 4-6%. ADDITIONAL PROFESSIONAL HISTORY

FRESHOLOGY, INC., Burbank, Ca. 2008

Private equity-sponsored manufacturer and distributor of fresh food programs for customers in 22 states. Chief Financial Officer (CFO)

Played key role in establishing strategic company direction with senior executive team. Investigated, evaluated, and recommended tactics to grow distribution including acquisition of direct competitors. Major Contributions:

Transformed regional business into national enterprise within 1 year, forging strategic partnerships, and expanding service area from Southern California to 21 East Coast states.

Enabled company to fortify its vision, and buy-out unsupportive shareholders and managers, serving major role in securing $3.25M investment as private equity professional prior to hire.

Created new revenue stream producing $12K per month in its 1st 2 months, and projected to generate $2.5M in its 1st year, led negotiation of above East Coast co-packaging agreement.

Eliminated ~$40K per month in G&A expenses, implementing cost cutting measures such as retooling of personnel, more efficient marketing spend, and contract renegotiations.

Reduced kitchen labor costs 1-1.5% and food costs 1-2% per month. PACIFIC COMMUNITY MANAGEMENT, San Francisco & Los Angeles, Ca. 2001 – 2008 Private equity firm providing growth capital to lower middle-market companies. Senior Associate

Spearheaded all aspects of investment process. Identified and sourced new opportunities. Negotiated term sheets. Reviewed and provided commentary on definitive investment documents. Monitored performance of existing companies within portfolio. Authored and communicated reports on significant developments within portfolio to Board of Directors and limited partners. Presented fund’s investment thesis to prospective investors on a regular basis. Supported three senior investors, all managing directors. Major Contributions:

Closed numerous investments as key contributor to each deal PCM closed from 2001 – 2008.

Served as interim COO and Board liaison for high-growth portfolio company in financial services sector during extended critical transition period.

Executed broad range of transactions across diverse industries such as branded consumer products, business and consumer services, and value-added manufacturing.

Introduced $13M PCV II fund to new organizations including First Regional Bank and GKM Newport; led pitch material creation, and fulfilled prospective investors’ due diligence requests.

Secured transactions including leveraged and management buyouts, growth financing raises, and convertible debt financings.

Resume

TREVOR SMITH Page 3 ************@*****.***

PRICEWATERHOUSECOOPERS, San Francisco, California 1995 – 1999 Senior Associate

Conducted and evaluated financial statement and operations audits of financial services firms, high-tech companies, and municipalities with +$3B in total assets and +$500M in net income.

Decreased audit field time on recurring engagements 15-20% year-over-year, expertly leveraging work performed in previous year and building high-performance audit teams.

Instrumental in increasing efficiency of fieldwork and lowering audit bills for clients as one of first to adopt and employ electronic audit plan.

Maintained up-to-date on rapidly changing GAAP and financial reporting requirements, taking personal initiative to learn intricacies of issues impacting clients.

Promoted from Associate to Senior Associate to Management Candidate. EDUCATION

Master of Business Administration

University of California at Berkeley, Haas School of Business, Berkeley, California Bachelor of Arts in Business Administration: Finance emphasis

(Magna Cum Laude, Departmental Honors & Academic Scholarship Recipient) Morehouse College, Atlanta, Georgia

OTHER

Former Board Chair, Crown Preparatory Academy

Los Angeles, California

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