Profile:
Seasoned management professional with ** years of proven experience in:
Financial Management Merger & Acquisition Business Operations
Financial Controller Executive Support Budget / Operations Control
Planning & Analysis Due Diligence Resource Planning
Strategic Planning Valuation Analysis Capital Allocation
Financial Oversight Integration Planning Project Management
Operations Control Strategic ROI Options Supply Chain Management
Profit Maximization Synergy Attainment Product Development
Work Experience:
Creekside Development, Incorporated, Dandridge, TN – President: 2010-present
•Chief investor and manager of 54-unit residential housing construction project. Completed first two units Dec 2011.
Stix & Stone, Jefferson City, TN - Owner/Operator: 2008 - present
•A full service landscaping and painting company servicing the local community
Strategic Consulting Services, Jefferson City, TN – Principal: 1999 - present
A project-based consultancy to multi-modal transportation and other investment firms or companies in the areas of business valuation, operations restructuring, turnaround strategies, strategic planning, merger & acquisition due diligence, M&A synergy integration, IPO support, financial planning & analysis, and other related initiatives.
•Consulting projects included: Deutsche Bahn/ BAX Global Acquisition and Integration, BAX Global/ RGA, ATI/Capital Cargo, GEO Logistics, Circle Inc., Mindspeed Technologies-Microcosm merger, Mindspeed Technologies IPO, and Jazz Semiconductor, Inc. IPO.
•Present engagements include :
o WA Regenerative Medicine Holdings Ltd. Hong Kong with developing business models, forecast and actual performance tracking models, ROI Analysis, Presentations for Senior Management and potential investors.
oAdvisory to private equity firm involved in real estate development, performing ROI Analysis and risk assessment.
Interim Chief Financial Officer, Morristown, TN – Private Company - Annual revenue $20million: 6/2007 - 6/2008
Complete responsibilities for: Financial Accounting, Financial Planning, Strategic Planning, Treasury, Operations Control.
Major accomplishments:
•Developed and implemented turn-around strategy for 3 divisions, leaving interim 12-month assignment in profitable state and healthy cash flow position.
•Complete financial restructuring, turning consecutive monthly losses to profitability for 11 uninterrupted months.
•Reduced Accounts Receivable > 90days from 28% to 5% total outstanding A/R with negligible write-off
•Updated and reconciled standard manufacturing cost system
•Implemented New Pricing policy and discounting procedures
•Revamped previous disorderly accounting processes and methods to enable effective 2007 year close on-time with no material audit findings
•Prepared business valuation & due diligence support as required by potential buyers
Strategic Consultant - Deutsche Bahn / Schenker in Essen, Germany & Freeport, New York: 7/2005 - 3/2007
$1.1 Billion acquisition of BAX Global by Deutsche Bahn (Schenker), in association with UBS and Price Waterhouse Coopers
Major responsibilities for integration and post-acquisition strategic and financial analysis support to Senior Executives:
•Initial due diligence and strategic financial analysis for Deutsche Bahn / Schenker executive teams to enable key decisions
•Phase I - Immediate Network Optimization under the combined company - $3 Billion combined annual revenue
•Integration and manpower planning for 60 Combined Operations in USA
•Post-Acquisition Synergies / Financial Analysis as required by Senior Staff
•Develop and lead discussions for Multiple Strategic Financial Alternative Strategies / ROI
Conexant Systems corporate family (Jazz Semiconductor & Mindspeed Technologies) – Newport Beach, CA: 8/1999 - 5/2005
Director, Business Operations & Supply Chain - Jazz Semiconductor (Conexant Co), Newport Beach, CA: 3/2004 - 4/2005
•Annual revenue $250 million. As a sister company of Conexant / Mindspeed, in development as a stand-alone company (previous cost center) and planned IPO. Responsible for developing, implementing and managing business systems and processes for planning, forecasting, financial analysis, production planning, inventory control, and management reporting.
•Business advisor to Senior Management team with respect to ROI analysis, long-range planning, and information systems requirements.
Director Business Operations, Mindspeed Technologies (Conexant Co), Newport Beach, CA: 8/1999 - 8/2003
•Responsible for all 5 Operating Divisions within MSPD (a semi-conductor company)
•Supply Chain Management - Demand Planning, Material Planning, Order Scheduling, Inventory Levels/Control.
•Oversee day-to-day Operations and staff for Business Operations Areas including: Customer Marketing, Program Management
•Developed and implemented New Projects in Development Process.
BAX Global, Inc., Irvine, CA: 1987-1999
Director Planning & Development: 4/1995 - 8/1999
•Responsible for financial and operations planning, analysis, reporting, and operations control of the Americas group with annual revenue of $1.2 billion. Americas consisted of 100 profit centers, a centralized airline and truck hub operation..
•Acquisitions of RGA Global Air, ATI, WTC - all phases M&A work.
•Coordinated capacity planning for 120 markets in U.S., Canada, Mexico.
•Designed and implemented activity-based-costing model to measure value and profitability for all accounts. Model is interactive with respect to changing dynamics specific to individual customers for price negotiation and margin improvement planning
•Established cost control, measurement systems and objectives, leading to increased productivity for eleven consecutive years - average increase was 6% per year
•Developed a strategic pricing position for each of the lowest margin top 100 national accounts worth $12 million plus incremental revenue per year 1997 – 1999
Manager - Financial Planning & Analysis- Americas: 7/1989 - 4/1995
•Developed and implemented a planning model that enabled interactive operations planning and control for 120+ entities
•Developed reporting systems measuring sales, productivity, fleet utilization, and bottom-line results at corporate and field levels to assist management with operational decisions
Operations Controller: 8/1987 - 8/1989
•Operations planning & control for the eastern division, consisting of 43 stations with annual revenues of $400 million.
•Developed interactive planning model
Financial Controller - Phoenix Airline Services, Atlanta, GA: 9/1985 - 8/1987
•Prepared internal / external financial statements
•Supervised accounts payable, accounts receivable, payroll, and statistics departments
Accountant - Sewell Plastics, Inc. Atlanta, GA: 9/1983 - 9/1988
Education
Carson-Newman College, Jefferson City, TN: 5/1983
B.S. Business Administration, Corporate Finance and Business Data Processing
University of California, Irvine, CA: 12/2001
Executive Certification: 12-course Executive Development program at the UCI Graduate School of Management.