Private Equity Hands-On

JONATHAN (JOHNNY) L. JOHNSON, CPA-CTP (D)

Katy, TX 77493 *************@*****.*** 562-***-****

Target: CFO, COO, or CEO Executive Role

Mergers & Acquisitions, Private Equity, Startups & Turnarounds. Operations. Restructuring. Operational / Hands-on.

Agent of Change with comprehensive hands-on financial management and analysis experience in Mexico, Panama, Argentina, Denmark, Japan, China, Korea. Proven team builder and catalyst in creating new business opportunities, establishing strategic partnerships, and overcoming regulatory barriers. Remains current on audit best practices as well as state, federal, and local laws. Utilize forward-looking models and activity-based analysis to provide financial insight into the organizations' plans and operating budgets. Oversee cash, investments, and asset management. Enhance and implement financial and accounting systems, processes, tools, and control systems. Fluent in Spanish. CPA. Healthcare Industry, Manufacturing, Distribution, Food & Beverage, Automotive, Oil & Gas, Chemical Industries, Healthcare Products, Consumer Products, SaaS.

Revenue Enhancement: Opened new markets for companies to grow revenue stream an average of 30% throughout career.

Increased Cash Flow: Orchestrated changes that led to a 50% increase in the Company's cash flow.

Negotiations: Negotiated millions in equipment financing with G.E. Capital with a 35% increase to cash. Negotiated millions in Vendor discounts and rebates as well as multiple international sales contracts.

Mergers and Acquisitions: Acquired competitor companies at Axiom Automotive, Denso Sales, Wild Rocket Foods, American Paper & Plastic.

Technology: Implement ERP Systems. Identify, acquire, and implement systems and software to provide critical financial and operational information.

Areas of Expertise

Financial Planning & Analysis Cash Management & Optimization SaaS

IPO Investment Management Treasury Functions

Capital & Operating Budgets Equity & Debt Financing Operations

Tax Planning & Avoidance Lending & Cash Flow Forecasting, Due Diligence

Mergers & Acquisitions Manufacturing Flow Distribution & Warehousing

Commodities-Oil&Gas Chemicals, Food Packaging Companies Manufacturing Companies

Professional Experience

Spectrum Health Solutions 2023 – Present

Spectrum Health Solutions is a home health and hospice medical group that offers specialized individual medical care in the comfort and safety of a client’s home in addition to operating Hospice and Urgent Care clinics in the United States. We have both free standing clinics and an in-home medical practice.

Chief Financial Officer – Interim

Responsible for all CFO functions of the Company as well as overseeing all Mergers & Acquisitions. Responsibilities include working with Investment Banking groups as well as Private Equity funds.

MMG Financial Advisory, Private Equity 2021 – 2023

Founded and operated by a team of PE-experienced consultants, MMG offers a range of finance and back-office services that bolster existing teams and capabilities or create new ones:

Improved business insights

Lender and Private Equity / Investor Reporting

Accounting & Finance Team build out

FP&A

Manufacturing Cost Accounting Modeling

Purchase Accounting

Audit Readiness

KPI & Budget preparation

Debt/Business Restructuring

Budgeting, Rolling Forecasts, Analysis & 13-week Cash Flow Forecasting

Acquisition and Exit Support – pre-close due diligence, post close transition support, and data analytics to support sales process

Deliverables at MMG

Due Diligence – QOE and Purchase Accounting Transactions

Forecasting

Budgeting

FP&A

TSA – Transition Service Agreement mediator with newly acquired company

Breakeven Analysis for newly acquired manufacturing company

HR – Recruit, Hire and Train new Finance Controller & Cost Accountants

Build out a SKU-by-SKU standard cost system for a new acquisition of a publicly traded company

Incorporate the SKU-by-SKU new standards into an operating Breakeven model for the newly acquired company

Develop new KPIs for the new acquired company

Develop and implement standard costing by SKU for new acquisitions incorporating all aspects of standard costing including building new standards around Material, Labor & Overhead along with a strategy to improve gross margin

Led the change in methodology from Direct Labor Hours to Machine Hours for Standard Costing

Calculating Plant / Manufacturing Capacity

ERP CONSULTING GROUP, INC., SaaS - India, Houston, Denver 2017 – 2021

Global software sales and implementation firm specializing in manufacturing and distribution with offices in the U.S. and India.

CFO – Interim & Director of Business Development

Provided business development and partner strategy. Served as liaison with outsourced H.R. firm. Secured partnerships with SAP and Acumatica. Identify, develop, and execute analysis of business initiatives, product launches, and new service offerings. Drive financial planning and analysis activities and risk management efforts.

Deliverables at ERP

Interim CFO roles at multiple clients

Risk Management - Commercial and Workers Comp insurance mediator between company and insurance providers

Obtained certification with the federal government as an approved vendor projecting a 20% increase in revenues

Oversee the change in Standard Cost Accounting

HR – Served as liaison between the companies and employees on HR related employee insurance

HR – Recruit, hire and train Accounting Departmental staff

Corporate Executive coaching focused on strategy and growth

Finance lead for newly acquired companies in mergers & acquisitions strategy

Saved Company 17% incorporating new tax strategies

FP&A - Finance Services to world’s largest packaging Company…Graphic Packaging

Supply Chain Systems implementations using – SAP, Microsoft, Other globally recognized software packages

Develop sales strategies with Executive Team

M&A strategist with Executive Team members including initial Due Diligence work

HIT KING BASEBALL, INC., Houston, TX, 2016 – 2018

The Pete Rose "Hit King" Baseball Academy, wherein a team of experts guides players to excel in baseball and the classroom and off the field.

Chairman and CEO

Private Equity Startup: Responsible for all day-to-day organization decisions. Served as liaison between Board and organization. Communicated with Board on behalf of management. Facilitated fundraising plans and capital structure.

Deliverables at Hit King

Led the efforts to raise $3 million to launce the company

Signed Pete Rose, Tony Perez, Frank Thomas, Ivan “Pudge” Rodriguez, Steve Garvey, Joe Morgan to a marketing contract for the express purpose of selling baseball and baseball related SKU’s

Recruited and hired an Executive Team

Launched 25 baseball teams across the United States in Youth Baseball

Sponsored and endorsed a professional baseball team

Launched clothing line endorsed by MLB legend Pete Rose

Launched iconic line of beer(s) marketed and endorsed by MLB legend Pete Rose and MLB Hall of Famer Steve Garvey

Expansion work into the Dominican Republic for Youth Baseball

INQUEST, INC., Oil & Gas, Houston, TX 2013 – 2016

International independent marine asset integrity management company.

CFO / CCO

Deliverables at Inquest

Full P&L responsibility

Raised additional equity through Private Equity group

Led the Treasury Management and Finance Operations

Outsourced HR functions resulting in thousands of dollars of savings to the bottom line

Guided financial performance reporting by preparing and analyzing balance sheet, P&L, and cash flows statements monthly

Led the Tax strategy

Negotiated sales contract with Petro Saudi allowing for expansion into Latin and Central America, increasing revenues 25%

Structured an international oil and gas contract with Armco for business expansion into Saudi Arabia

Led the acquisition strategy for new acquisitions in the US

Served as Executive Lobbyist for the Energy and Commerce Committee, Washington, DC

Led the global expansion efforts into Latin America and South America

HITACHI SOLUTIONS, SaaS - formerly Hitachi Consulting, Irvine, CA, 2011 – 2013

(Formerly known as Iteration 2…this Company was sold in a Private Equity deal to Hitachi Consulting that ultimate had a spin-off called Hitachi Solutions. My purpose here was to help broaden the footprint of the Company globally in the UK and Canada. Once this objective was accomplished the Company was restructured under Hitachi Consulting using many of the Hitachi Consulting Executives already employed by Hitachi.

Global consulting Company focused on ERP, CRM, and Field Service Automation.

Director of Services and Program Director

Ensured all services sold were delivered on time and budget to the customers, including software sales, consulting services, and implementation services. Handled projects and strategies for Microsoft account. Addressed cash flow planning process and ensured funds availability. Led multi-functional department. Recruited, interviewed, and hired finance, accounting, and supporting staff.

Increased sales via Microsoft delivering services for Texas, Oklahoma, Arkansas, Louisiana

Developed new business within Microsoft by managing new projects to deliver significant savings to Microsoft.

LANGMEAD GROUP, West Sussex, Great Britain, 2007 – 2011

A UK-based "startup / private equity sell" agricultural Company.

(This was an 80% / 20% leveraged Private Equity deal structured for the sole purpose of helping Tesco gain a footprint in the United States for its unique grocery stores. Operating as an employee of Wild Rocket Foods, LLC the strategy was to get the Company up and running and then in an arm’s length transaction sell it to the Tesco retailer based in the UK. This was successfully achieved in 2011.)

CFO & Interim CEO, WILD ROCKET FOODS, LLC, Riverside, CA

Innovative and consumer-focused full-line processor of convenience fruit and vegetable food products, juices, and teas.

Started-up new facility build and launch of first shipment to customers. Introduced Supplier Conferences to streamline supply chain and drive cost out. Raised equity with D&T Investment Banking group. Determined and monitored key performance indicators "KPIs" Interfaced with external professional service providers, vendors, and bankers. Negotiated and secured millions in credit facilities with banking partners. Held profit and loss responsibility. Directed 4 direct and 26 indirect reports.

Negotiated and secured $3M in credit facilities with banking partners.

Raised $40 million in equity with the world's third-largest retailer (TESCO).

Developed new business channels worth $18M in revenue annually.

CFO, AMERICAN PAPER & PLASTICS, INC., Industry, CA

Provider of products and supplies in the foodservice industry.

Restructured international distribution company. Selected new ERP system and strategy. Negotiated settlement of debt and liens. Negotiated thousands of dollars in IRS savings. Implemented Human Resources strategies. Evaluated processes for improvement and efficiency opportunities. Recommend strategic changes to improve profitability, leverage, and cash flow. Supervised accounting staff. Provided instruction, coaching, and performance evaluations. Oversaw 5 direct and 56 indirect reports.

Negotiated freight savings of 25% by dealing directly with vendors and consolidating incoming shipments.

Refinanced debt by raising $15 million of new capital.

Created new sales opportunities worth $3.5 million.

Purchased a new 300,000-foot facility that was 200,000 sq. ft larger than the existing facility.

DISTRIBUTION PLUS, INC, Ontario, CA, 2006 – 2007

A $1 billion distributor of specialty food products.

CFO

Restructured business. Saved $12M operating costs through consolidation and reorganization of five U.S. businesses with a value of more than $1B.

AXIOM AUTOMOTIVE TECHNOLOGIES, INC., Vice President of Finance, Rancho Cucamonga, CA, 2003 – 2006

Propelled overall profitability of 5 U.S. Sales Divisions. Directed profitability of the 3 U.S. / Mexico Remanufacturing Divisions. Produced highest EBITDA in the history of the Company.

Led turnaround team to improve profits from negative $12 million to positive $25 million.

DENSO SALES CALIFORNIA, INC., Chief Financial Officer, Long Beach, CA, 1999 – 2003

Uncovered embezzlement schemes through proper accounting procedures and adherence to Internal Controls, resulting in savings of several hundred thousand dollars per year.

Negotiated $5 million in international cell phone sales to Argentina.

JOHNSON SCHLEY MANAGEMENT GROUP, INC., Highlands Ranch, CO, Principal Owner, and Founder, 1997 – 2003 with 6 U.S. locations and 1 in Mexico

Cut A.P. 30% by implementing the "Procurement Card System" for the North America Division of Sunrise Medical.

CARR, RIGGS AND INGRAM, LLC., CPAs and Advisors, Associate, Alabama & Florida, 1995–1997.

JACKSON THORNTON & COMPANY, CPAs and CONSULTANTS, Associate, Alabama should be 1989–1993.

EDUCATION

Troy University, Alabama

Bachelor of Science, Accounting, 1989

Bachelor of Science, Business Administration, 1989

Gamma Beta Phi, Mortar Board, Sigma Alpha Pi

CERTIFICATIONS & LICENSE

Certified Public Accountant (CPA) – Alabama, California, Nevada. All current.

Certified Turnaround Professional (CTP)

Six Sigma Black Belt

Licensed Insurance Broker (2011)

AFFILIATIONS

California State University Mentor Program, Vice President

Financial Executives International

Legislative Committee for California Accounting Standards

Of NOTE

Consulted and collaborated with the FBI and Dept. of Insurance on fraud and embezzlement cases.

Appointed by Federal judge to be CFO of Death Row Records owned by Suge Knight Records, 2003.

Technical Skills: Word processing, desktop publishing, database management, and spreadsheet software with advanced Excel skills. Provide regular maintenance and backup of all accounting systems. ERP systems, Supply Chain systems, Warehousing, and Inventory Tracking systems.

Excellent oral and written communication skills.

Industries Include: Food & Beverage, Automotive, Electronics, Restaurants, Pharmaceutical, Software, Healthcare, Paper/Plastic/Packaging

.

Contact this candidate