Chief Financial Officer

**** * ***** ******, **. GEORGE, US, ***** • **********@*****.*** • 435-***-****

SPENCER HOLMES

Chief Financial Officer

PROFESSIONAL SUMMARY

Chief Financial Officer with extensive expertise in financial analysis, asset management, and strategic planning, driving corporate growth and stability. Demonstrates visionary leadership in overseeing financial operations, structuring, and risk assessment, ensuring compliance and enhancing shareholder relationships. Passionate about leveraging innovative strategies to optimize resource allocation and achieve long-term financial success.

EMPLOYMENT HISTORY

CHIEF FINANCIAL OFFICERMay 2023 - Present

Udo

• Managed shareholder relationships and accounting reconciliations, conducted comprehensive accounting audits, developed mitigation strategies, and managed budgets to ensure efficient resource allocation and financial health.

Partnered with Legal and HR teams to address corporate matters, fostering cross-departmental synergy and streamlining operational processes.

Cultivated strong shareholder relationships, executed precise accounting reconciliations, driving transparency and boosting investor confidence.

Pioneered innovative financial strategies, aligning fiscal objectives with corporate vision to propel sustainable growth and market competitiveness.

Spearheaded comprehensive financial audits, identifying key areas for improvement and implementing strategic solutions to enhance fiscal efficiency.

Developed innovative budget allocation strategies, aligning financial resources with long-term corporate goals to drive sustainable growth.

CHIEF STRATEGIC OFFICERDec 2021 - May 2023

Switchpoint

• Created Proforma, Budgets and tracking for each division and individual business entities, spearheaded strategic financial initiatives as Chief Strategic Finance Officer, aligning fiscal strategies with organizational goals for sustainable growth.

Led cross-functional teams, overseeing key departments to ensure cohesive operations and streamlined communication across the organization.

Managed legal compliance and liability issues, implementing robust risk management strategies to safeguard the company's interests.

Leveraged diverse software tools to optimize financial processes, enhancing operational efficiency and data-driven decision-making.

Drove strategic growth initiatives, securing bank financing and developing new revenue streams to bolster business performance.

Spearheaded strategic financial initiatives, aligning fiscal strategies with organizational goals to drive sustainable growth and expansion.

SERGEANTDec 2005 - Dec 2021

St. George Police Department

• Distinguished Officer, Led SWAT operations, enhancing tactical response capabilities. Implemented strategic decision-making protocols, resulting in improved team performance and safety outcomes.

Recognized for exceptional service with Life Saving and Utah DPS Citizen Service Awards. Consistently demonstrated commitment to public safety and community well-being.

Pioneered advanced training programs for SWAT team, integrating NTOA leadership principles. Elevated squad proficiency and operational readiness through targeted skill development.

Fostered inter-departmental cooperation, streamlining communication channels. Orchestrated joint operations, significantly enhancing overall law enforcement effectiveness.

Meticulously managed critical incident responses, ensuring adherence to protocols. Conducted thorough post-operation analyses, identifying areas for tactical improvement.

Led SWAT operations, enhancing tactical response capabilities. Implemented strategic decision-making protocols, improving team performance and safety outcomes.

PRIVATE WEALTH MANAGEMENT

Merrill Lynch, Morgan Stanley

• Utilize GAAP principles and develop tax law strategies for clients, managed $50M+ client assets, leveraging SEC registration and Series 7,6,3,31 licenses to provide comprehensive financial analysis and recommendations.

Developed tax law strategies and budget plans for corporate and private clients, applying GAAP principles to optimize financial outcomes.

Led as Client Asset Management Certified Advisor, offering expert guidance on wealth preservation and growth strategies to high-net-worth individuals.

Pioneered tailored investment solutions, integrating market trends and client goals to achieve substantial portfolio growth and risk mitigation.

Fostered strong client relationships through clear communication of complex financial concepts, ensuring alignment with long-term wealth objectives.

Managed $50M+ client assets as SEC registered Investment Advisor, providing comprehensive financial analysis and tailored recommendations for wealth growth.

EDUCATION

ECONOMICS, BUSINESS ADMINISTRATION2000

Texas A&M UniversityCollege Station, TX

COURSES

SWAT COMMAND DECISION MAKING AND LEADERSHIP

NTOA

SKILLS

Financial Operations, Risk Assessment, Budgeting, Corporate Structuring, Accounting, Strategic Planning, Leadership, Asset Management, Financial Analysis, Tax Strategy, Data Analysis, Financial Modelling, Performance Metrics, Compliance Management.

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