Alan Darby - MBA, JD

Email: adt3j6@r.postjobfree.com

Phone: 562-***-****

Chief Financial Officer (CFO) with a proven track-record of exceptional successes. Proactive strategic partner to stakeholders who provides cross-functional guidance and insight through detailed analysis, process control enhancement, as well as fiscal, accounting, operational, and compliance oversight. Recognized relationship builder who considers diverse perspectives with a data driven approach promoting the achievement of near-term goals and long-term value.

Board Member (Treasurer) for SoCal Corporate Growth Partners (SCCGP) - organization providing services to minority owned organizations - Federal funding from contract with U.S. Department of Commerce’s Minority Development Agency - FY 2020-21 Total Value Awarded = + $180 Million

Imagine LA – www.imaginela.org -Board Finance Committee nonprofit organization that works with families emerging from homelessness and low-income families to end the cycle of family poverty and homelessness, equip families to maintain housing stability, and ensure long-term success.

Former advisor for the Office of the Hon. Vice Consul for Italy – non-profit domestic and international initiatives.

Former Federal District Court Law Clerk possessing a J.D. and an MBA.

Relevant Professional Experience

Beacon International Group - Los Angeles, CA (Interim CFO) May 2020 – Present

Responsible for strategic leadership and oversight for all fiscal and accounting activities for a corporation with multiple entities and locations including NY, CA, Singapore, London, Milan. Entities include: www.commercialriskonline.com; businessinsurance.com

Lead organization during pre and post M&A operational and financial consolidation of (5) separate international entities.

Lead a team of professionals responsible for activities associated with P&L oversight, valuation modeling, FP&A, budgeting, and operational due diligence for clients looking to improve business.

Created and directed strategic and operational process improvements by implementing best practices in the areas of accounting, budgeting, operation management, and asset control systems.

Identified and assess opportunities, conduct appropriate industry valuation, expose potential vulnerabilities, quality of earnings, EBITDA analysis, working capital viability and key revenue drivers.

Assess and report risk management related to all vendor contracts including those pertaining to services programs, insurance, legal, and other financial and operational functions.

Conducted research and due diligence used to identify and evaluate cross-departmental strategic growth opportunities through financial modeling and P&L analysis, FP&A, valuation, business development, process and change review.

Collaborate with Executives, Management, Board of Directors and other stakeholders by providing meaningful analysis, compliance reporting, and strategic recommendations regarding vulnerabilities, as well as investment and growth strategies.

Guided analysis of potential growth opportunities, which created new revenue streams.

Scrutinized multiple businesses operational and fiscal health. Recommended needed changes to senior management.

Managed and coordinated annual accounting audit in accordance with GAAP ad foreign equivalent.

El Camino Real Charter School Alliance – Woodland Hills, CA March 2017 – April 2020

Chief Financial Officer (CFO) – responsible for overall strategic leadership and oversight of all accounting and finance activities for a corporation with approximately 400 employees, multiple facilities, and an annual budget of $45M.

Oversaw all financial functions including accounting (AP/AR), budget/forecast monitoring, cashflow analysis, compliance reporting, financial operations, HR and payroll.

Facility / Real Estate Management: Supervised the complete renovation and build-out of a 18,000 sq ft vacant property and facility – this included obtaining all city permits and passage of all inspections.

Spearheaded the implementation of improved financial reporting system – resulting in a wholly integrated system which includes budgeting, expense management, accounts payable (A/P), accounts receivable (A/R), payroll, general ledger (GL), banking, and human resources (HR).

Drove the complete overhaul of organization’s best practices by enhancing accounting, budgeting, operation management, and internal controls and systems – including Fiscal Policies and Procedures.

Provided Executives, Board of Directors, Government agencies, internal leadership, and stakeholders with meaningful and clear fiscal and accounting analysis, reporting, and recommendations regarding cashflow vulnerabilities, as well as investment and growth strategies.

Oversaw annual budget development process and on-going budget/forecast monitoring ensuring mission is supported allowing for better planning and decision making.

Central point of contact and liaison to relevant parties for all Government, vendor, and service provider contracts – ensuring compliance.

Managed organizational-wide improvement of operational flow and compliance controls by installing fully connected HR, Time/Attendance, and payroll management system resulting greater efficiency, accuracy, and compliance.

Manage and coordinate annual accounting audit in accordance with GAAP and FASB standards as well as all other State and Federal regulatory requirements including prudent oversight to ensure financial data integrity.

KBK, LLC, et al. – Los Angeles, CA (project) June 2016 – January 2017

Chief Financial and Operations for commonly owned investment and business portfolio of companies existing in the numerous business areas and industries.

oReal Estate portfolio assets exceed $450M.

Develop key metric and insight reports that provide senior leadership with understandings regarding financial issues that might affect operations and growth including process control and procedure improvements.

Real Estate: Supervised the complete renovation and build-out of a +40,000 sq ft property and facility – included obtaining all city permits and passage of all inspections.

Analyze FP&A, develop forecasts, budgets, and annual operating plans to develop planning assumptions and identify key business drivers.

Responsible for the administrative, financial, and risk management operations of the company, including the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.

Manage staff finance and operational staff in multiple locations to ensure accurate and timely processing of accounts payable / receivable, cash flow, P&L reporting, and margin analysis

Manage and financial operations, including general ledger (GL), accounts payable, reporting, business modeling, budget preparation and variance analysis, capital asset allocation and procurement

Assess and report risk management related to all vendor contracts including those pertaining to insurance, legal, and other financial and operational functions.

Pathways Management Group, Inc. – Pasadena, CA January 2014 – May 2016

As the company’s head of finance, provided examination of critical financial, accounting, and strategic data of an organization comprised of multiple business units.

oCharter School Management organization has over 1,200 employees, +100 locations, and annual revenues in excess of $300M.

oReal Estate: Organization operated approximately +100 locations simultaneously

Prepared and analyze company FP&A, develop forecasts, budgets, and annual operating costs to develop planning assumptions and identify key business drivers.

Implemented strategic vision by key performance indicator (KPI) and trend analyses to lend focus to critical path areas of the operation to improve performance and results.

Assessed and reported risk management related to all vendor contracts including those pertaining to insurance, legal, and other financial and operational functions.

Provided the Office of the President, CFO, and COO with meaningful and detailed financial analysis as well as relevant operational conclusions and recommendations driving strategic growth planning and needed adjustments.

Initiated and implemented firm-wide financial and operational process improvements affecting areas such as corporate expenditure reporting, business strategy and forecasting, CapEx budget oversight, and P&L analysis. The organization has adopted and continues to use a number of these improvements.

Identified fiscal and business risks, both internal and external, research options and recommend immediate and viable solutions as necessary to drive positive results in a timely manner.

Managed and coordinated annual accounting audit in accordance with GAAP and FASB standards as well as all other State and Federal regulatory requirements including prudent oversight to ensure financial data integrity.

CINN Worldwide Group, Inc. (Business Insurance Holdings) - Los Angeles, CA, New York, NY) July 2010 – January 2014

As Vice President - spearheaded the development and implementation of domestic and international business initiatives with members of foreign governments, business entities, and the United Nations.

Financial executive responsible for M&A initiatives, operational review, strategic planning, FP&A, forecasting, and P&L oversight.

Assessed and reported risk management related to all vendor contracts including those pertaining to insurance, legal, and other financial and operational functions.

Oversaw the acquisition of a company expanding organization’s portfolio and operational efficiencies.

After acquisition increased distribution by 65% and profit margins by leveraging market demand and execution of a growth and transformation strategy.

Managed and coordinated annual accounting audit in accordance with GAAP and FASB standards as well as all other State and Federal regulatory requirements including prudent oversight to ensure financial data integrity.

Directed the evaluation of domestic and international M&A activities, joint ventures, and new growth opportunities.

Initiated prudent tracking mechanisms and cross-functional business models to properly assess current operational methods and fiscal health.

Successfully developed and communicated supply chain plan in order to assist determining capital requirements, transaction constraints, performance improvements as well as costs of complexity.

Managed and coordinated annual accounting audit in accordance with GAAP.

Phillip Roman & Co, Inc. (Est. 1946) – Los Angeles, CA June 2007 – July 2010

Vice President - Advised clients consisting of corporations, private equity groups, and other investment firms with potential acquisition targets, growth initiatives, M&A transactions, divestitures, and other investment vehicles.

Conducted research and due diligence used to identify and evaluate cross-departmental strategic growth opportunities through financial modeling and P&L analysis, FP&A, valuation, business development, process and change review.

Guided clients with identification and analysis of potential growth opportunities, which created new revenue streams.

Scrutinized multiple businesses operational and fiscal health. Recommended needed changes to senior management.

Spectrum Acquisition Group, LLC – Los Angeles, CA October 1999 – May 2007

As an Associate and then Vice President - Advised clients’ strategic direction, developed comprehensive business expansion plans, led competitive, market and business analytics.

Worked in concert with cross-functional business units including Corporate Strategy, Business Development, and Legal departments from such clients as Sprint/Nextel, Motorola, FCC, and MGM.

Managed and coordinated annual accounting audit in accordance with GAAP.

Assessed and reported risk management related to all vendor contracts including those pertaining to insurance, legal, and other financial and operational functions.

Identified nation-wide opportunities creating new revenue streams using financial modeling, P&L analysis, FP&A, budgeting, and new business development.

Prepared and presented strategic / investment recommendations, and comprehensive business plans to C-level management and company ownership.

Managed budget for in-house asset portfolio by overseeing the creation of management and P&L reports.

Project budgets ranged from $250M to $2.5B.

Notable Assignments

Creative Build, Inc.

Fiscal and accounting advisor for a non-profit corporation formed with the mission to bring innovation and evidence supported programs and practices to communities in order to improve the lives of individuals, families, and neighborhoods.

SoCal Corporate Growth Partners (SCCGP)

Board Member (Treasurer) for a non-profit public benefit organization which provides consulting services with the Minority Business Development Agency (MBDA) and various Federal and State funded programs.

SCCGP was one of three national organizations to receive Federal funding from the U.S. Department of Commerce’s Minority Development Agency.

Italian Consulate

Worked with the Hon. Vice Consul for Italy and member of the Board of Chancellors of the Consular Corps College to provide strategic analysis, operational and financial review for various for and non-profit domestic and international initiatives.

U.S. District Court for the Central District of California

Federal Law Clerk for the Honorable Cormac J. Carney - Assigned to SEC calendar and other complex corporate litigation disputes.

Education

Pepperdine University – Graziadio School of Business: MBA

Chapman University School of Law: JD

Hobart College: BA, Dean’s List

Contact this candidate