Tax Manager Cfo

YOHAI BORENSTEIN

**** *. ******* ******, ******, CO 80210

TEL: 303-***-**** EMAIL: adotmm@r.postjobfree.com CFO

Well-qualified, senior-level executive with over 25 years of experience managing high level corporate operations. Focused leader, recognized for delivering superior results. Articulate communicator, capable of building lasting relationships with senior management of clients, partners and vendors. Visionary, with track record for finding innovative ways to grow revenue and increase margins. Managed multi-million dollar budgets with full P&L responsibility. Extensive hands-on experience in operations, management, business leadership, private equity, capital, debt financing, deal structuring and working with Boards of Directors, banks and attorneys. Strong leadership, problem solving, planning, team building, project- management and financial modeling skills. Established record of success in significantly growing enterprise value. Areas of experience:

Experience

CO-FOUNDER & CFO, AIVANTE, CENTENNIAL, CO, 2014-PRESENT Responsible for finance, accounting, strategic planning, fund raising, legal, human resource and administrative functions.

Duties/qualifications:

• Responsible for all accounting and financial reporting, budgeting, forecasting, financial planning and analysis, reporting to Board of Directors, management and business-metrics reporting, tax, treasury and all general accounting functions.

• Create business plans and financial projections for strategic planning and fund raising efforts. Coordinated and facilitated all fund raising efforts, including negotiations and execution of investment terms with prospective and existing investors.

• Advise and direct development team on all financial aspects of product development.

• Oversee and direct staff and attorneys in drafting and filing patents and related intellectual property. Negotiated, coordinated and executed all vendor contracts.

• Create incentive and stock ownership plans and executed separate agreements with employees, consultants and board members.

• business expansion & startups • return & profitability maximization

• financial & operational strategic planning • crisis management

• merger & acquisitions negotiations • operational efficiency maximization

• international manufacturing and logistics • complex business & tax issues CFO/COO, CHIEFTAIN SAND AND PROPPANT, DENVER, CO, NEW AUBURN, WI AND GARLAND CITY, AR, 2012-2014

Responsible for finance, accounting, operations, logistics, legal, IT, human resource and administrative functions.

Notable achievements:

• Oversaw and directed employees, consultants, vendors and engineers in the construction and startup of a new $50M manufacturing and mineral processing facility, completing the construction on budget and starting up the facility on schedule.

• Grew annual revenue from $7M with $1M EBITDA to $70M in annual revenue with

$25M in annual EBITDA.

• Successfully managed a $50M expansion, which was completed in four months and on budget.

• Led various initiatives to reduce manufacturing costs, increase efficiencies and eliminate non-essential staff and contractors, increasing manufacturing yield by over 25% and profits by over $10M annually.

Duties/qualifications:

• Managed all aspects of company operations from inception and build-out of new manufacturing facility to overseeing all ongoing operations during and after startup, including hiring, training, quality control, supplier relationships, safety, logistics and regulatory compliance.

• Responsible for all accounting and financial reporting, budgeting, forecasting, financial planning and analysis, reporting to Board of Directors, management and business-metrics reporting, tax, treasury and all general accounting functions.

• Directed employees, engineers and consultants in managing various process improvements, cost savings initiatives, governmental compliance and permitting.

• Coordinated and facilitated a $30M interim loan financing to enable the company to meet financial obligations in connection with the construction of a new manufacturing facility. Orchestrated a $65M permanent loan financing to pay-off the interim loan and provide the company permanent financing solution for the new manufacturing facility and provide working capital for future growth.

• Led financial planning and analysis of various M&A initiatives, reporting to executive team about strategic, financial and operations advantages and disadvantages of each initiative.

• Formulated and executed hiring, staffing and training all functions of a new facility, including operations, logistics, safety, accounting, human resources and administration. Directed and supervised all human resource functions, including recruiting, hiring, lay offs, employee benefits, 401(k), health insurance, and more.

• Negotiated and executed a $15M receivables facility to increase corporate liquidity and working capital.

• Negotiated and executed several multi-million equipment leasing facilities, providing the company financing resources for current and future rolling stock and equipment needs.

• Negotiated, coordinated and executed all real estate purchases, working directly with legal counsels, consultants and title companies to execute all property acquisitions.

• Advance knowledge of PC, Mac, Excel, Word, Power Point and integrated accounting and manufacturing computer systems.

CFO/COO, DIOGEN LIGHTING, CENTENNIAL, CO, 2008-2010 Responsible for finance, accounting, operations, manufacturing, logistics, legal, IT, HR and administrative functions for Diogen Lighting’s US, Canadian and Asian operations. Notable achievements:

• Solely responsible for obtaining over $750K from seller of the company through detailed analysis of financial information before and after the sale of the company.

• Led various initiatives to reduce manufacturing costs and logistics risks, increasing manufacturing and logistics yield by over 20%.

• Directly responsible for over $500K in annual cost savings. Duties/qualifications:

• Responsible for budgeting, forecasting, financial planning and analysis, financial accounting, reporting to Board of Directors, management and business-metrics reporting, tax, treasury and all general accounting functions.

• Managed all aspects of company operations, including international manufacturing and logistics, supplier relationships, hiring, training and warehouse operations.

• Orchestrated budget process with all departments and senior management, concluding in the presentation and approval of the final budget by the CEO and Board of Directors.

• Managed all human resource functions, including recruiting, hiring, lay offs, employee benefits, 401(k), health insurance, life insurance, long term disability, flexible spending accounts and health reimbursement arrangements.

• Negotiated new licensing agreements with licensors and licensees. Worked directly with legal counsel to file and prosecute company’s international intellectual property portfolio.

VICE PRESIDENT, SIMPSON HOUSING, DENVER, CO, 2000-2008 Responsible for assembling, negotiating and overseeing Simpson Housing’s $350 million dollar joint-venture real estate portfolio.

• Structured various commercial and multi-family residential joint-venture deals to meet company and joint venture partners’ objectives.

• Analyzed profitability and risk of new commercial and multi-family residential joint- venture projects, making recommendations and participating in negotiations.

• Reviewed and analyzed joint ventures’ financial statements, accounting records and tax returns.

• Prepared various financial reports to help the executive management team evaluate projects’ risk and profitability.

• Negotiated new joint-venture projects, including structuring terms and reviewing legal documents. Oversaw project progress as the investor’s representative by meeting with joint-venture partners and project managers to ensure projects progressed as scheduled.

• Negotiated sales of commercial and multi-family residential projects to private investors.

TAX MANAGER, ARTHUR ANDERSEN, WASHINGTON, DC & DENVER, CO, 1992-2000

• Directed U.S. and international income tax consulting and compliance projects, resulting in significant savings for clients.

• Assisted clients with implementation of strategies in areas of international business activities and related tax issues.

• Created financial and tax models to analyze clients’ investments in U.S. and overseas ventures.

• Evaluated technical issues and performed research for complex corporate and international tax consulting assignments.

• Developed curriculum and delivered programs at national training center. Education

University of Maryland, College Park, MD — Bachelor of Science in Accounting, 1991 Other

Licensed CPA (inactive) in Colorado. Born and raised on a kibbutz settlement in Israel. Member of Israel’s National Volleyball Team representing country in worldwide tournaments. Served in Israel Defense Forces.

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