Manager Management

Energetic, results-oriented senior finance professional, MBA/CPA, capable of building and managing focused teams and providing strategic leadership in Fortune 500, high growth entrepreneurial and non-profit environments. Effective public speaker and strong relationship builder, able to develop consensus with key internal and external decision makers. Demonstrates broad-based strengths in: Strategic Planning / Budgeting / Forecasting / Mergers & Acquisitions / Due Diligence / Integration / Knowledge of GAAP / SEC Financial Reporting

PROFESSIONAL EXPERIENCE

BLUE SPRUCE FINANCIAL ADVISORS Colorado Springs, Colorado

Financial Management Consultant 4/2003 – 2/2006, 11/2007 - present

Financial advisory practice in the areas of financial management, turnarounds, forensic accounting and

expert testimony in litigation. FDIC clearance and current investigative and loan review experience. Clients also include small and medium size companies in a variety of industries including service as contract CFO for a non-profit professional performing arts organization. Financial management accomplishments include:

• Established banking relationship for all services including line of credit, merchant and direct deposit; Oversaw all cash management activities, bank reconciliations, collections and payroll function for over 100 employees;

• Coordinate with external auditors who issued an unqualified opinions upon completion of the year end audits

• Developed multi-year budgets, financial policies and procedures which were adopted by the

Board of Directors and oversaw preparation of all compliance and financial reporting

• Identified strategic initiatives and developed the plan for implementation together with detailed business plans presentation for internal and external stakeholders

UMB BANK Colorado Springs, Colorado

Senior Vice President Commercial Banking 3/2006 - 11/2007

Business development; credit analysis; review of customers’ budget and financial plans; loan portfolio

administration for a Colorado Springs community wide commercial banking area of an $8 billion full service banking organization. Loan portfolio included small and medium size manufacturers, real estate developers and multi-brand automotive retailer.

DUKE ENERGY Houston, Texas

Director, Credit Operations 1/2001 – 3/2003 Manager, Credit Risk 4/2000 – 12/2000

Direct operations of credit department for a major energy company. Credit risk management: daily

exposure review, cash collateral margin analysis, credit enhancement procurement, customer agreement negotiation, accounts receivable monitoring, financial analysis and credit scoring of existing and potential new customers. Cash flow evaluation based upon oil & gas reserve reports. Accomplishments include:

• Successfully established credibility which was key to the successful implementation of operating policy framework for a credit department and developed operating policy manual

• Primary point person for corporate credit issues in California power sales, PG&E bankruptcy, Nevada Power FERC litigation and Duke’s representative on creditors’ committee in Enron bankruptcy proceedings

• Member of acquisition due diligence team and crisis management team; responsible for external customer contact for problem resolution and contract negotiation

• Identified staffing needs and hired three additional analysts to manage daily workload of 900 active counterparties; organized and oversaw the project of improved records management

• Improved effectiveness of communication of the credit department’s objectives to all other areas of the organization as a result of established credibility; prepared and conducted training sessions / presentations on credit risk management and corporate credit policy

BANK OF SCOTLAND Houston, Texas

Vice President Energy Group 1992 – 1999

Assistant Vice President 1988 - 1992

Banking Officer 1984 - 1988

Business development: researched and identified potential prospects, responsible for development and

delivery of introductory presentations. Complete credit analysis: financial analysis, modeling of cash flows based upon reserve reports, due diligence. Loan portfolio included energy companies involved in exploration and production, refining, pipelines and retail segments of the energy industry, utilities, general and specialty retailers, real estate developers and manufacturers. Accomplishments include:

• Consistent contributor to profitability and growth by identifying and developing approximately 30% of annual new business relationships of Houston loan production office exceeding objectives in both volume of new business and income goals

• Successfully demonstrated effective negotiating skills participating in structuring wide array of domestic and international corporate, acquisition and project financings.

• Successfully coordinated external/internal consultants and attorneys in project oriented environment and contract negotiations for credit agreements, supporting documentation, restructuring and workouts

• Successful training of analysts who were subsequently promoted to officer level

• Customers include E&P companies, natural gas pipelines, refiners / retailers / convenience store operators, fast food and casual dining franchise operators, specialty retailers, manufacturers and mortgage lenders

VAN SCHAACK & COMPANY Houston, Texas

Branch Manager 1984

Managed operations of seven person branch office for a residential mortgage lender

REALTY MORTGAGE COMPANY Houston, Texas

Manager of Loan Closing 1983 – 1984

Set up and managed loan closing department of startup mortgage lender

ADJUNCT FACULTY

Webster University (Finance and accounting), Colorado Technical University (Business Ethics,

Finance and Accounting), Pikes Peak CC (Accounting), San Jacinto CC (real estate finance)

EDUCATION / PROFESSIONAL LICENSE

Certified Public Accountant Texas

Master of Business Administration (1996 University of Houston) Bachelor of Accountancy (1992 University of Houston)

Bachelor of Business Administration Finance (1982 University of Houston)

Women’s Director Development Program, Kellogg School of Management Northwestern University

BOARD AFFILIATION

Member since 2003, chair 2006, Utilities Policy Advisory Committee, permanent committee appointed

by City Council of Colorado Springs to provide input in its oversight of Colorado Springs Utilities, a municipal utility providing natural gas, electric, water and wastewater services to more than 569,000 customers in the Pikes Peak region

FOREIGN LANGUAGE Russian

VOLUNTEER ACTIVITIES

Pikes Peak United Way, Funds Allocation Committee member

Broadmoor Skating Club, Committee chair (tests and competition), US Figure Skating, Silver test judge

UH Alumni Organization (Life Member) Past President, CBA Alumni Organization

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