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Development Company Financial Analyst

Location:
Houston, TX
Posted:
October 27, 2021

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Resume:

Lee Pint

** * ****** **** ***, Tomball, TX *****

303-***-****, ado6ed@r.postjobfree.com

SUMMARY

High energy FINANCIAL PROFESSIONAL with strong background in FP&A and M&A across complex, multi-subsidiary international operations. Drive and manage financial results through strategy execution, growth opportunities, and performance improvement initiatives. Guide leadership through changing business requirements and market conditions. Proven performance in identifying market/business opportunities and developing the necessary strategies to realize significant recurring shareholder/owner value.

KEY QUALIFICATIONS

Budgets / Forecast

Due Diligence

Capital Planning/Projects

Acquisition Integration

Private Equity

Acquisitions / Divestitures

Consolidations / Restructuring

SEC Reporting, 10K/10Q

Project Management

Strategic Planning

Joint Venture Development

Financial Analysis / Modeling

HIGHLIGHTED ACHIEVEMENTS

I/O Consulting LLC Houston, TX

2009 - 2015, 2016-Current

Partner, Financial Consulting

Financial business consulting for start-ups to Fortune 500 Companies. Services include strategic planning, large project management services, financial systems integration, customized financial modeling, capital projects, development of yearly budgets/forecasts, RFP preparation and analysis, contract analysis and negotiation, M&A consulting, financial restructuring, business and intellectual property valuations.

Interim CFO for an international technology start-up company. Responsible for all financial activities, including the second round of funding for a joint venture with a quantum-physics research facility in the UK.

Interim COO for a $20M annual revenue corporation. Managed day to day operations and completed an analysis of operating expenses. Negotiated a 40% reduction in insurance expenses and added an additional 13K square feet to the warehouse.

Assisted in the balance sheet/account reconciliation and system integration process for a large national real estate title company following their recent acquisition of a competitor.

Managed the integration of a new accounting system for a mid-sized retailer.

Provided valuation services and analysis for a multi-family housing development company.

Assisted in the development of a “best practices” Financial Planning and Analysis Department for a multi-national real estate development company.

Negotiated and managed an agreement with the National Security Agency for the use of internet technology and consumer data under the Homeland Security Act.

Assisted in the RFP and negotiation of three large vendor contracts for an information technology outsource and consulting firm.

Consulted with a large wire transfer network to gather market intelligence and evaluate new market opportunities.

Assisted in the negotiations of the commercial terms for three large service contracts ($10M+). SAAS.

Consulted on the successful $20M divestiture of a leading technology company in the oil and gas industry.

Consulted with large oil and gas companies for receiving tax credits through the US Customs Department.

Completed a $57M acquisition of a minority interest in a large fraud prevention company for a consortium of major US banks. Negotiations resulted in a purchase price $7M lower than originally budgeted.

Assisted in the $43M acquisition of the largest general aviation catering company in the US. Managed the integration post acquisition

Represented the management team in a $14M management buyout of a large consumer collections company.

Memorial Hermann Health Houston, TX

2015 - 2016

Vice President, Construction and Finance

Managed the FP&A department ($4B annual spend) for the Real Estate and Construction Divisions. Prepared divisional/corporate budgets, forecasts, operating plans, and managed large capital projects. Memorial Hermann Hospital System is a Texas not-for profit company with 13 existing hospitals and three new hospitals under construction.

Managed a team of 9 direct reports that managed 11 departments and 400+ employees.

Responsible for the operations of the Construction and Real Estate group for the largest hospital system in Houston, TX. Managed the operations for more than $1B annually in hospital/critical care center construction projects.

Responsible for the annual budget process, utilizing input from field leadership and objectives from the leadership team and Board of Directors. Responsible for weekly/monthly variance and reforecasting analysis and reporting.

Consolidated all financial information for each location for monthly Board of Director presentations/updates.

Managed the finances and integration plans for the construction of 3 new hospitals, the expansion of two existing hospitals, and the new construction of 9 Critical Care Centers.

Participated in and prepared financial analysis and modeling for all location payer mix/contracts, product design/offerings, and any other large capital expenditures/investments.

Assisted in the evaluation, negotiation, and implementation of new partnership initiatives for the Security, Clinical Engineering, Supply Chain, Environmental Services, Food Services, Real Estate, Construction Services, and Facility Management departments.

Managed over $1B in annual contracts an joint ventures for Clinical Engineering, Supply Chain, Food Services, and Environmental Cleaning/Safety departments.

Managed the joint venture between Crothal Hospital Services, Texas Medical Center, and Memorial Hermann Hospital System for the provision of laundry services to numerous hospitals.

Supervised the internal audits of 57 various construction and integration projects as part of the restructuring of the hospital system’s internal control policies.

Managed the conversion from Report Safe to the e-Builder software platform for the Construction department. Estimated savings of over $1M annually.

First Data Corporation/FISERV Houston, TX

1999 - 2008

Vice President, Strategic Investment Group

Managed the FP&A department that prepared divisional/corporate budgets, forecasts, operating plans, and managed capital projects. Successfully negotiated and integrated numerous acquisitions, joint ventures, divestitures, contracts and corporate restructurings for the domestic and international payment network expansion projects.

Managed the preparation divisional/corporate budgets, forecasts, operating plans, and managed capital projects. Managed the PMO team for the TeleCheck subsidiary for the integration of several acquisitions, joint ventures and larger capital projects.

Assisted in the acquisition of Concord EFS for $7B. As a requirement of DOJ subsequently sold NYSE ATM network to Metavante for $610M. Assisted in the integration post-acquisition.

Completed the $124M+ sale and restructuring of a subsidiary company with Bank of America, Wells Fargo, JP Morgan Chase, and Branch Banking & Trust company. Consolidated the risk and fraud prevention systems of the banks with First Data, locking in five-year terms for the bank payment processing contracts.

Realized $2M in tax savings through negotiating the final structure of the new company.

Created and managed the second largest Western Union joint venture/revenue sharing agreement with Grace Kennedy. Greatly improved customer service and solidified their money transfer corridor throughout the Caribbean.

Managed the Joint Venture between TeleCheck/TASQ and Chase Merchant Services for the resale of POS equipment to the Chase merchant customer base. Realized $2M in additional annual revenue in year one.

Acquired the technology, including all associated intellectual property rights to numerous online and point-of-sale risk and fraud technologies for STAR Debit Network, TeleCheck, Western Union, and other subsidiaries. This included the “digital finger print” technology licensed to numerous online companies and debit networks, saving millions in internet fraud per year.

Acquired the assets of a Canadian payment network for $31M, which provided multi-country connectivity between existing networks and Canadian banks. This allowed First Data to discontinue the payment of third party processing payments for Canadian transactions, resulting in an immediate $11M annual savings.

Consolidated the check acceptance market for the TeleCheck subsidiary by successfully negotiating the acquisition of 3 of the top 5 competitors. Acquired the assets of the third largest company in the market, International Check Services, in a bankruptcy filing for ~ 40% discount on asset valuation, saving TeleCheck over $15M in purchase price. In addition, $7M in synergies were realized after completion by reducing operating expenses from consolidating operations and utilizing best practices.

Acquired the assets of a collection company with $25M in annual revenue and a superior collection system for large national accounts. Negotiated a purchase price $9M less than the offering price and improved the reporting capabilities of the current collection system as requested by Walmart and Home Depot, which resulted in contract renewals with both customers. Managed the integration post acquisition.

Acquired the majority ownership in the assets of a company in Brazil to support the Latin America expansion strategy for the Western Union and TeleCheck subsidiaries. Increased the revenue in the region by $5M annually. Managed the integration post acquisition.

Negotiated and managed a favorable joint venture and minority ownership in the assets of a Canadian point of sale equipment company. Shortened the market penetration time frame and achieved additional annual revenue of $3M.

Divested the assets of two discontinued business units for $9M, eliminating non-profitable product lines, realizing a onetime tax benefit and an operating expense savings of $4M per year.

Director, Financial Planning and Analysis (2001-2004)

Managed the development of divisional budgets, forecasts, modeling tools, and provided the financial expertise/analysis for recommending financial actions in relation to organizational goals. Participated as a member of the M&A team as required to contribute financial expertise from the valuation and accounting perspectives.

Managed the development of a customized variance-to-budget/forecast reporting tool for the bi-monthly Executive Committee meetings.

Created customized financial modeling tools to account for various fraud risks associated with online payment transactions.

Managed a Joint Venture with Orlandi Valuta for call center services for the Western Union and the TeleCheck subsidiaries of First Data. Trained their employees to handle high consumer call volume in their call centers in Mexico. The JV resulted in the acquisition of the company.

Participated in a $5M one-year corporate strategy project, evaluating new products and potential markets. Analyzed the possibility of entering the securities processing market via acquisition of Bear Sterns, Prudential, Goldman Sachs, Charles Schwab, and Merrill Lynch.

Assisted in acquiring and integrating the last 2 remaining TeleCheck franchises for combined purchase price of $37M. Resulting in an immediate savings of $7M in franchise fees and opening up the Michigan and California markets to new product offerings.

Assisted in the acquisition/integration of a minority interest in the assets of the 3rd largest Western Union franchise in Kingston, Jamaica, strengthening the business throughout the Caribbean.

Senior Financial Analyst, Financial Planning and Analysis (1999-2001)

Created customized financial models for the analysis of budgets/forecasts, various cost reduction / process improvement projects and acquisitions.

Developed a “what if” scenario tool for senior management to speed up the decision-making process for large capital expenditures. Continued to be used by TeleCheck today.

Furnished the financial analysis for a cost reduction project within the collections group that resulted in a $3M annual savings.

Hines Real Estate, Houston, TX 1997 - 1999

Senior Financial Accountant

Managed the accounting and finance functions for 1.1M square feet of commercial real estate and parking garages.

Provided the financial and accounting support for offices in both Denver, CO and Houston, TX.

Prepared the financial statements, bank reconciliations, tax documents, budgets, forecasts, and capital appropriation plans for the executive management and other property owners/lessees.

Provided the accounting, finance, and capital management support for two large commercial real estate projects in the Denver Technology Center jointly developed by Hines and Cornerstone Properties REIT.

Managed the annual internal and external audit processes.

Completed all of the SEC reporting for the various REIT partners.

EDUCATION/TECHNICAL SKILLS

M.S. Degree, Finance, Accounting (Real Estate Minor)

B.S. Degree, Finance, Accounting (Real Estate Minor)

Colorado State University, Fort Collins, Colorado

Series 7 and 63 License (expired)

CPA Candidate

Microsoft Suite, Advanced Excel, SAP, Oracle / Hyperion, Argus, Capital IQ, Mergerstat, Bloomberg, Microsoft Dynamics



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