THOMAS BURKE
Financial Strategy, Planning, and Management
CONTACT
412-***-**** ************@*****.*** Pittsburgh, PA
www.linkedin.com/in/thomasburke1228
CORE QUALIFICATIONS – Executive Finance
Financial Planning and Analysis: Deep technical expertise in managing the operating budgeting process, financial modeling, and gap analysis, variance analysis, capital shortfall analysis, and cash flow and funding analysis
Due diligence/valuation analysis: Work in DCF/Market Based/Asset Based valuation processes, Develop analysis, validate, present to ownership/C- Level executive management. M&A due diligience/valuation analysis
Cost Savings Programs: Consistently demonstrated expert ability to analyze existing costs and develop strategies to streamline operations, leverage existing assets, eliminate redundant costs, expand profitable business areas, and decrease underperforming assets
KEY SKILLS
Strategy Development, SWOT, PEST, GAP ANALYSIS, Corporate Finance, M&A activities
Staff Management, Developmnt, Training & Evaluation
Financial Modeling, Pro-forma Analysis, Benchmark Development, KPI-Metrics Reporting
PROFESSIONAL EXPERIENCE
Senior Consultant – Clear Thinking Group, June 2003-Present
Analyze critical areas including finances, operations, market penetration, customer satisfaction and retention, leadership, treasury management, acquisitions & divestitures, and technological capabilities
Collaborate with leadership teams to determine goals and apply information gathered from assessments to architect strategic roadmaps
Oversee competitor analysis and identify growth opportunities
Advise clients on financial risk and recommend options for process improvements
Key Contributions and Achievements
Spearheaded a strategy to revamp miscellaneous income activity for a [WHAT KIND] company, generating $10M+ in sales while concurrently decreasing headcount by 25% and annual costs by approximately $2M
Realized a 5% annual cost reduction for a high-end home goods manufacturer through operational efficiency
Built a KPI dashboard to provide benchmark analysis and up-to-date operating metrics using Excel to track product line profitability analysis across a $500M retailer
Analyzed overhead costs for a $6B telecommunication sales business with 25+ subsidiaries, associating all costs with each subsidiary to better measure financial performance with the ultimate goal of eliminating redundant costs; Eliminated 3 failing businesses and cut overhead costs by over 5% or $75M annually
Revitalized a housewares company on the verge of liquidation due to an underfunded retirement plan by leading a reorganization that reduced the workforce by 25%, saving $2.5M annually, eliminating the 35 least profitable products (out of 125), outsourcing product design, and leasing excess space in an unused factory, bringing in $60K annually
Analyzed costs associated with importing raw materials for an apparel manufacturer; Identified new suppliers, reduced tariffs, and decreased transportation costs, resulting in $1M+ in annual savings
Selected to serve as interim Chief Financial Officer for a women’s apparel company with $75M in revenue and interim Controller for a retail furniture company with $50M in annual revenue
Corporate Financial Consultant – Burke Consulting, February 1996-May 2003
Led financial functions for various client companies, covering key areas such as corporate finance, financial planning and analysis, SWOT analysis, cash-flow modelling, and activity-based management
Implemented formal budgeting, forecasting, and reporting systems to measure and communicate performance results to senior management and clients
Developed and implemented accounting strategies and improvements that optimized financial performance through increased consistency, decreased costs, and compliance with quality and internal controls
Prepared financial models, annual reports, budgets, forecasts, variance analyses, and strategic plans that provided clear, consistent, and measurable targets
Clients included AT&T, EZ Flow Technology, McKesson Automation, Adelphia, and WR Lazard & Laidlaw
Key Contributions and Achievements
Implemented improvements to all facets of clients’ reporting mechanisms with a focus on metrics such as actual vs. budget, variance explanations, forecasting, inventory accuracy, AP/AR days outstanding, debt position, and revenue
Established controls and procedures to ensure SOX compliance and risk mitigation enhancing client’s internal procedures
Chief Financial Officer – Irwin Union Capital Corporation, February 1989-December 1995
Led all strategic planning and corporate finance for an investment subsidiary of a bank holding company, comprised of a securities brokerage, certificate of deposit brokerage, public finance, and bank trust department
Managed Treasury operations of over $1B, and managed NASD regulatory reporting
Led a staff of 6, including training, development, and performance management
Directed the financial analysis of operations and development of operating budgeting
Developed the operating plan and oversaw back office operations, perform due diligence re: acquisitions
Managed the clearing broker arrangement
Key Contributions and Achievements
Developed and implemented a management reporting system for internal analysis of operating results
Led the institution through 3 major organizational transitions
EDUCATION
Master of Business Administration, Management and Strategic Planning – Pace University
Bachelor of Science, Finance – Indiana University
PROFESSIONAL DEVELOPMENT
13 Week Cash Flow Model/Projection – Turnaround Management Association
Valuation and Financial Modelling – Wall Street Prep, Corporate Finance Institute