Project Manager/Process Engineer/CFO

*****.*******.***@*****.*** 954-***-****

SUMMARY

Finance/Accounting executive with more than 25 years of successful project management and functional leadership experience for several Fortune 500 companies and smaller organizations. Program/ project/people management and process transformation/optimization experience in the following areas:

• Financial Reporting

• Process Analysis & Redesign

• Six Sigma Methodology

• F&A and HR Outsourcing

• Revenue Enhancement

• Enterprise Risk Management

• Sarbanes Oxley Compliance

• Shared Service Implementation

• Balanced Scorecard & KPI’s

• Performance Measurement

• Business Valuation

• Strategic Plan Development

• Cost Reduction Initiatives

• Go to Market Strategy

• Treasury Operations

Project Management: Earned reputation for completing projects on time and on budget, while delivering excellent client/ customer service. Expert at effectively managing multiple projects and multiple tracks simultaneously.

Process Management: Expert level proficiency at transforming poorly functioning processes to a state-of-the-art, world class processes with a minimum of time, effort, costs and risks using six sigma, best practices and other techniques.

People Management: Managed multi-discipline project teams with as many as 60 people; managed departments of more than 20. Assigned tasks/roles to individuals based upon assessment of their skills and aptitude.

Change Management: Highly proficient at development of persuasive business cases, cost/benefit analyses and effective communications materials to ease acceptance, facilitate buy in and overcome institutional resistance.

Performance Management: Extensive experience in development of tailored performance measurement systems to measure, report, drive and reward progress towards project objectives and/or strategic initiatives.

SAMPLE PROJECTS/ACCOMPLISHMENTS

• Technology Co.: Redesigned financial reporting & analysis processes. Streamlined & automated the processes via elimination of redundant activities, automation of time consuming, error prone activities, and increased focus on critical key performance indicators. Financials produced 15 days earlier, one day after month/quarter end.

• Retail Co.: Re-architected and/or outsourced accts payable/cash disbursement & accts receivable/cash receipt processes. Outsourced cash receipt, cash app & cash collection. Automated three-way & two-way match, outsourced cash disbursement, eliminated 90% of paper checks and invoices. Automated workflow routing, implemented web-based, self-service vendor portal, implemented EFT. Savings exceeded $5M.

• Software Co.: Led Project Management Office for Hyperion Financial Management Implementation. Led system alternatives and selection process, led vendor/implementation partner selection process, led process design, alternative configuration selection process and system implementation (Architecture, Build, Interface, Test, Train).

• Wholesale supplier: Led PMO to re-implement Oracle 11i ERP financial system. Mapped current “as is” processes, identified issues with current implementation, developed “blueprint” of revised “should be” processes and procedures to exploit system capabilities, developed and executed detailed action plans on time & under budget.

• Auto Component Supplier: Implemented web-based, fully automated, performance measurement dashboard of critical success factors/key performance indicators. Identified measures that linked strategic initiatives with actionable day-to-day activities and measures that supported the company’s mission, vision, values. Allowed all key personnel a quick “snapshot” of the company’s performance and provided for extensive drill down capabilities

• Wholesale Distributor: Developed creative new ways to accelerate revenue growth, add new markets and dramatically increase market share with very little capital investment and limited risk. Identified underutilized sales channel alternatives, demonstrated the overwhelming financial benefit and prepared compelling presentations and analysis to overcome resistance within the organization. Increased revenue more than $25M (15%) in year one.

• Restaurant Supplier: Implemented automated reporting process and software to auto-create monthly reporting package. Package combined internal financial information with internal key performance indicators, headcount data, customer retention/attrition data, market share data and other balanced scorecard related data.

• Wholesale Distributor: led Company through IPO process. Prepared 10-Ks, 10-Qs, and multiple versions of S-1s. Prepared valuations and pricing estimates. Responded to SEC concerns. Prepared IPO timeline and project plan. Responsible for providing financial and non financial data to auditors, attorneys, bankers and analysts.

EXPERIENCE

STRATEGIC BUSINESS ADVISORS (SBA), Managing Director, 2002-PRESENT

SBA, a management advisory firm, manages finance and accounting projects in the areas of business process redesign, expense reduction initiatives, value creation, revenue enhancement and system and process optimization. Experience with numerous functions within an organization including, revenue, procurement, treasury, human resources, marketing, strategy, production and distribution. Reputation for delivering results above expectations, on time/under budget and developing creative, yet simple solutions to complex and long standing problems.

ARTHUR ANDERSEN & CO, LLP, CONSULTING Sr. Mgr., 1999-2002, Exp. Mgr., 1997-1999

Responsible for prospecting, selling and managing large scale consulting and advisory projects. Led multiple client service delivery teams, utilized technical resources and best practice knowledge to solve complex client issues, built long-term business relationships and delivered superior client service on time and under budget. Areas of focus: Business Process Optimization, Strategic Performance Measurement, Merger Valuation, Acquisition & Integration.

SJC CONSULTING, Senior Partner 1994-1997

SJC, a management advisory firm, provided consulting and advisory services to businesses. Sold, designed and implemented automated financial reporting software and implemented business process optimization services for revenue, expenditure, treasury and financial reporting processes. Reputation for delivering comprehensive, end to end solutions, including design, build, test, train and support, on time and under budget.

W. R. GRACE AND CO., Director of Strategic Planning & Analysis 1992-1994

Responsible for preparing five year strategic plans, one year operating plans, quarterly forecasts and 13 week liquidity forecasts. Introduced/implemented/institutionalized state-of-the-art corporate finance tools, techniques and methodologies in the areas of performance management, acquisition valuation, capital allocation, business unit evaluation and executive incentive compensation.

ROYAL CARIBBEAN CRUISES, LTD., 1990-1992

Manager of Corporate Planning & Analysis

Responsible for preparing strategic plans, operating plans, forecasts and financial variance analysis. Developed financial model to determine ideal square footage allocated to revenue producing departments vs. cost centers to optimize ship profitability and customer satisfaction.

RAND MCNALLY & CO. 1987-1990

Manager of Internal Audit/Consulting 1988-90 Senior Consultant/Auditor 1987-88

Managed a cadre of internal consultants. Responsible for assisting product line presidents with revenue enhancements and cost reduction initiatives.

KPMG LLP., 1984-1987

Senior Auditor 1986-87 Staff 1985-86 Assistant 1984-85

EDUCATION

NORTHWESTERN UNIVERSITY, KELLOGG GRADUATE SCHOOL, EVANSTON IL, 1990

• Kellogg is consistently ranked among the top Business Schools and often ranked number 1.

• Earned MBA in Strategy, Marketing & International Business. 3.8/4.0. GPA Graduated top 10%.

DEPAUL UNIVERSITY, SCHOOL OF COMMERCE, CHICAGO, ILLINOIS, 1984

• Earned BS Degree in Accounting with Honors.

CERTIFIED PUBLIC ACCOUNTANT

OTHER

• Expert proficiency in MS Office applications (Word, Excel, PowerPoint, Access, Project, Visio)

• Strong executive presence, excellent communication, leadership and persuasive skills

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