Fractional CFO/Risk Management/Business Development

COREY A. FRIEDMAN

Chicago, IL

312-***-**** *****@***********-***.***

PROFILE

Accomplished results-oriented financial services leader working with a cross-section of professional services and non-profit entities. Known for being an analytical thinker, being adaptable and taking a big picture view.

• Exemplary credit analysis skills, incorporating very strong quantitative and qualitative analysis.

• Strong background in developing risk management practices and governance structures, as it pertains to developing and monitoring systems to optimize internal operations.

• Agile people management skills with outstanding communications skills and strategy.

• Solid accounting experience with extremely strong financial modeling skills.

• Deep wealth of experience in working with various external and internal leaders and junior employees with cross-functional projects and initiatives.

PROFESSIONAL EXPERIENCE

CF Financial LLC, Chicago, IL January 2015-Present Owner

Deliver solutions to clients for their financial, operational, and risk management needs. Expertise includes: budgeting, financial planning & analysis, merger & acquisition analysis, cash and investment strategies, development of standard operating procedures and policies, and risk management strategies. Recent work includes: Financial lead for merger & acquisition analysis, capital raise, and business development for healthcare transactions. Such work has led to company decisions on acquisition, program implementation, and business outreach. Additional work has been research of investing opportunities for non-governmental organizations focused on the food space. Lead business development, collaboration efforts and operations for a music startup.

• Other work includes: movie entertainment sports, financing, education financing in sub-Saharan Africa, financial planning and analysis for transportation startup, financial risk analysis for an actuary firm, and impact analysis for insurance company. Latin United Community Housing Association (LUCHA), Chicago, IL April 2022-August 2024 Director of Finance

Lead Financial Operations, including stewarding the annual budget process and financial matters related to carrying out the organization's mission. Such activities include, but not limited to: financial disclosures related to compliance requirements, cash management, and financial policy and documentation management. STANDARD & POOR’S, Chicago, IL

2001 – Dec. 2014

Director - Credit Market Services 2012 – 2014

Associate Director 2009 – 2012

Associate 2006 – 2009

Rating Specialist 2004 – 2006

Rating Analyst 2001 – 2004

Provided credit analysis focusing on municipal entities accessing the debt markets. Analysis included evaluation of financial health, operational capabilities, management structure, stress test scenarios, and assessment of the level of macro-economic and micro-economic support in repaying debt obligations. Managed a team of overseas (India) employees. Led cross-functional teams to improve data quality. Corey A. Friedman, 312-***-**** Page 2

• Developed and implemented operating procedures and policies, improving work efficiency that was adopted enterprise-wide, and benchmarked against various key performance indicators (KPIs).

• Subject leader over a spectrum of municipal infrastructure entities sectors (water, wastewater, solid waste, airports). Authored many commentaries for a wide range of stakeholders.

• Designed training programming for overseas employees, which increased outsourcing effectiveness, resulting in 10% decreasing responsiveness gaps.

• Created cash flow models and conducted financial analysis to evaluate multiple financial scenario.

• Drove $20+ million incremental annual revenue from business cultivated with issuers across the Midwest. Increased S&P's share of public finance market by 3%. ALLSTATE INSURANCE COMPANY, Northbrook, IL 1999 – 2001 Senior Financial Analyst - Personal Lines Finance

Analyzed the financial success of Allstate's insurance policy premiums; results utilized by senior executives to decide future budgetary courses of action. Performed trend analysis of key states’ insurance coverage that drive loss and expense dollars and the relative strengths of different cost containment strategies. Cost management strategies were revised based on research and communication of findings.

• Devised expenditure reduction strategy, leading to $5 million in total savings.

• Provided capability studies on relative profit and loss scenarios from implementing defined initiatives.

• Worked hand in hand with senior executive and presented research findings. BOARD EXPERIENCE

Irving Park Community Food Pantry, Chicago, IL 2022-Present Board Member

Provide oversight and governance in advancing the mission of the pantry WORLDCHICAGO (Chicago citizen diplomacy organization), Chicago, IL 2005 – 2019 Board Treasurer/Executive Team Member

Managed budget process and financial management and operations for organization. Lead young member group and outreach efforts.

LINKS HALL THEATER (Chicago Arts Theater), Chicago, IL 2010 – 2013 Board member/Finance Committee member

Oversee theater budget and financial performance, focusing on budgeting efforts utilized for sales and marketing efforts. Facilitate grant-making process for aspiring performers to perform at theater. EDUCATION UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS, Chicago, IL 2003 – 2005

Master of Business Administration

Concentrations in International Business, Managerial and Organizational Behavior, and Entrepreneurship

• Study Abroad at Vienna, Austria’s University of Economics and Business Administration (Summer 2005)

• Served Co-Chair for inaugural Evening/Weekend Class Gift Pledge Drive UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN, Urbana, IL Bachelor of Science in Finance and Economics 1995 –1999 ADDITIONAL INFORMATION

• Volunteer and financial contributor to Lakeview Pantry and Crohn’s & Colitis Foundation of America

• Ran in Chicago Marathon and Half Marathon; Evolving guitar player; Constant Travel Bug

• Proficient in Microsoft Office products and QuickBooks.

• Conversant in Spanish

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