CFO - Sr Executive

Results driven Senior Finance and Operations Executive with a successful and consistent track record of building corporate value, planning and executing corporate strategy, building and maintaining positive client and stakeholder relationships, and generating positive financial results through spearheading strategic corporate initiatives, corporate governance, corporate and partner collaboration, innovation, effective capital allocation, and leadership – driving immediate and lasting results

Accomplished Senior Executive successfully leading Commercial and Government contractor organizations with domestic and international operations, clients, and partners. Strong financial Executive with extensive GAAP, SEC, and FAR reporting experience; participated in over a 100 annual unqualified financial and field audits and federal agency (DCAA) financial, payroll, property, purchasing, and pricing audits. Led financing of several major real estate deals, debt restructuring with banks and private equity firms, and conducted M&A. Led the implementation and conversion of eight (8) enterprise financial, human resource, asset tracking, and purchasing systems. Managed $2B investment portfolio

Skilled Financial and Operations Executive with extensive P&L experience with public firms, large and small private firms, and private equity funded firms; and co-founder of a successful consulting company. These firms had annual sales from $3M to $700M; 8 – 5,500 employees; contracts valued at over $2B, and up to 50 US and Global locations. Demonstrated ability to lead and motivate diverse, global teams to support corporate and client objectives. Results-oriented, articulate, industry professional

STRENGTHS AND QUALIFICATIONS EXPERIENCE

Executive Client & Strategic Partner Relations Turn-Around for Operations and Finance

Business & Strategic Planning Financial & Operations Management

P&L Responsibility Business Process & Quality Management

Mergers & Acquisitions ERP Management and Implementation

Financial & Program Reporting Labor Relations & Collective Bargaining

Bank, Private Equity & Investor relations HR, Compensation, Retirement, Benefits

Board Service – Commercial & Non-Profit Government Clearance – Top Secret

CAREER HIGHLIGHTS

CHIEF FINANCIAL OFFICER

Wisconsin Research Foundation - The University of Wisconsin – Madison Madison, WI

2007 – Present

Selected Responsibilities and Accomplishments

• CFO for Wisconsin Alumni Research Foundation and affiliated organizations; WiCell, WiSys, Morgridge Institute for Research, and 40 Start-up companies with revenues of $230M – responsible for Finance, Investment of $2B portfolio, IT, Contracts, Human Resources, Business Development, and Facilities. Significant international business in Europe, GB, and Asia

• Finance, Operations, Infrastructure, and Operational Excellence – Responsible for developing and executing a corporate-wide Operational Excellence program to reduce and manage costs; implement an operational excellence program focusing on improving the health of the organization, client relationships, instilling new processes; implemented a new Budget and Cash Management system; establishing policies and procedures; Corporate Governance and Ethics program; Investment Risk Policy; and implementing new integrated systems for Operations, Accounting, HR, and IT

 Eliminated 15% of the redundant functions

 Reduced annual costs by 22%

 Reduced closing from quarterly to monthly; closing in five (5) days after close

 Created new Board and Company reporting system, consolidated reporting for four companies and 40 start-up organizations

 Recued outstanding receivable by 95%

 Built a Corporate Intranet improving communication and report distribution

 Implemented a new enterprise Customer Relationship Management system

 Increased year over year revenue by 18%

 Reduced Patent costs by 12% and increased Patent reimbursement by 20%

 Implemented an annual Patent audit

 Developed and managed Indirect Rate structure

• Enterprise Financial, HR, and IT Systems & Platforms – Led the cross-functional teams in the integration of SalesForce; Sage Accounting and Budgeting Systems; and PeopleSoft Human Capital Management System: specific systems implemented or upgraded leading to improved organizational performance, resource allocation, and cost reduction and management

 Accounting and Budgeting; and corporate reporting

 Procurement, Fixed-assets, Purchase Card system

 Labor management, Payroll, Benefits

 Contracts, Grants Management

 Intellectual property and Licensing system

 Document Management systems

 Software as a Service; Cloud computing; Social networking

 Continuity of Operations Plan

• Financing and Managing of Research Institute Construction – Co- project manager and led and executed financing of a $300M research institute, issuing Tax-Exempt Bonds to finance the building

 Led executive team which achieved investment grade rating of AA

• $2B Investment Portfolio – Co-Manage $2B investment portfolio experiencing performance of 1-yr 21.8%; industry leading performance among peer groups

• Start-up Investments – Developed start-up investment framework, applying discipline and due diligence to funding start-up companies; and provided start-up firms back office support

• Strategic Framework – Developed and executed a strategic plan and investment framework used to assess the organization and the expansion of the company nationally and internationally. Conducted the financial, organizational, and management due diligence

• Managed Service Organization – Built and led a Managed Service Organization providing industry leading services to four (4) organizations and 40 start-up companies; improving performance, cost-management , and resource allocation

• Development Office – Established a new Development Office created to raise funds for a public/private world-class interdisciplinary research institute with a target of $250M, currently rose $100M in first six (6) months

 Developed a two tier program

 Target and contact High net worth individuals, focused on making donations to scientific breakthroughs;

 Built a web-community targeting individuals interested in donating to scientific breakthroughs, but not high-worth individuals

• IT Framework – Built industry-leading network infrastructure and support for world-class research institute

• Audit – Managed multiple organization audits to include A133 audit; all audits have been successful

EVP, CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER

FPMI Huntsville, AL 2003 – 2007

Selected Responsibilities and Accomplishments

• Financial Turn Around – Developed and executed a strategic business and cost restructuring plan resulting in accelerating growth by 34%, increasing bookings over 1000%, reducing overhead costs by 30%, and reversing two-years of negative Net Income and EBITDA into positive results, and improving corporate value

• Operations and Organization Integration – Led the integration of four (4) companies located throughout the country, assimilating cultures and systems, into one (1) high-performing organization

• Financial Management and Reporting – Developed and executed financial management plan resulting in improved cash flow, capital allocation, debt restructuring, and investment decisions. Responsible for developing new corporate and project reporting, improving management, bank, and investor decision making

• International – Negotiated and managed contract with Canada’s Department of Defence and Bombardier for long-term technology agreement, including exporting of sensitive technology and software

• Strategic and Acquisition Framework – Developed and executed a strategic plan and acquisition framework used to assess the marketplace and conduct the financial, organizational, and management due diligence on 15 companies

• Enterprise Technology and Management Systems – Led the procurement, conversion, and implementation of Deltek CostPoint financial system Deltek GovWin CRM

SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER

Vistronix, Inc McLean, VA 1998 – 2003

Executive in charge of a $25M professional services and consulting company in the government market

Selected Responsibilities and Accomplishments

• Enterprise System Implementation – Successfully implemented Financial and Accounting systems, Deltek GCS; Proposal System, MS SharePoint; and CRM, Salesforce.com

• Growth, Marketing, and Branding – Led the strategic planning, product Development, and client targeting efforts. Developed 12 new products and solutions, received 5 provisional patents directly increasing new product sales by 1000% and new solution sales by 350%; as well as adding 17 new clients

• Quality Management & Client Satisfaction – Led a company-wide plan to improve client satisfaction ratings by 25%. The initiative resulted in a 68% to 85% improvement which was maintained for 2-years. Led the a new quality management team, resulting in the organization receiving its ISO 9001:2000 quality certification, and managing the software development life cycle activities at SEI/CMMI L2 and RUP

CO-FOUNDER, COO & VICE PRESIDENT, PROFESSIONAL SERVICES & CONSULTING

I02Group and Global Internet Solutions McLean, VA 1998 – 1998

iO2Group, Inc, a self-funded, Telecommunications and ASP consulting solutions firm, successfully acquired by a larger, global telecommunications firm

Selected Responsibilities and Accomplishments

• Product Development & Marketing – Responsible for building a Global Application Infrastructure Provider platform; and the Global Application Intelligent Network (GAINTM), a global, robust, secure, and scalable network. Responsible for building the ASP Catalyst Framework, an XML platform built to manage applications. New products and consulting services led to 1000% increase in services and expanded client base to Europe

VICE PRESIDENT OF FINANCE AND TREASURER

The MITRE Corporation McLean, VA and Bedford, MA 1985 – 1999

Employed at MITRE since 1985 working in finance and operations progressing into various leadership positions until being promoted to Vice President in 1996

Executive in charge of finance and treasury for a global $700M system engineering firm focused on national security for DOD, Intelligence, Aviation, and Civilian agencies, domestically and globally

Selected Responsibilities and Accomplishments

• Organization, Infrastructure, & Operational Excellence – Responsible for developing and executing a corporate-wide Operational Excellence program which reduced costs by over 50%, eliminated 30% of the redundant functions, and built an award wining corporate portal delivering all financial reports, human resources forms, email, department intranets, and other corporate information through a single Knowledge Management System (KMS) portal. The KMS portal received a CIO Magazine Award for best ROI

• Financial & HR Systems & Models – Led the cross-functional teams in the integration of Oracle Financials and PeopleSoft HR. The implementation of Oracle resulted in improving monthly closings in 5-days versus an average of 28-days, and providing business critical information to users via a corporate intranet by integrating Oracle, MS Excel, and XML creating a web-enabled, financial reporting system. Additionally, I implemented an Economic Value Added (EVA) approach to making investment and operation decisions. Led executive team which achieved investment grade bond rating from Standard & Poor’s

• International – Managed contracts with foreign governments for 20 international locations

EDUCATION

• MBA, Finance Lesley College – Summa Cum Laude: Top 1%

• Bachelor of Science St Anselm College – Cum Laude: Top 5%

• Certified Financial Planner (CFP) Boston University, Graduate School of Business

EXECUTIVE EDUCATION

• Dartmouth College, Executive Leadership Tuck School of Business

• Stanford University, Financial Management Program Graduate School of Business

• Columbia University, Corporate Valuation Graduate School of Business

OTHER PROFESSIONAL INTERESTS AND AWARDS

• Nicholas Center External Board of Advisors, UW-Madison 2007 – Present

 University of Wisconsin – Madison Business School Applied Corporate Finance

• SLENs Film Company, Walpole, NH and Elon, NC 2000 – present

 Board of Directors, Vice President and Treasurer – Independent Films for travel and historical films

Projects with Florentine Films, Ken Burns and Dayton Duncan

 WB Network Projects (various TV productions)

• LWK Performing Arts, bodytalkdance Company, Elon, NC 1999 – present

 Board of Directors, Vice President and Treasurer – Independent performing arts Company, focusing on the challenges of fighting, surviving, and living with cancer

 Assisted in developing TV commercial with the Ford Foundation (Ford Motors)

 Established organization as a Not-for-Profit

• CIO Magazine Award

 Received CIO Magazine award for best ROI for a Corporate Knowledge Management System

• Association Memberships

 Professional Services Council

 Contract Services Association

 American Cancer Association

• Arts Council (NC, AL, NH)

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