Daniel K Calvert
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**** ****** ******, ***** ***, Pennsylvania 17552 601-***-**** **********@***.***
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Chief Financial Officer
Senior level financial and operational executive whose experience includes successfully increasing stakeholder value through driving improved operational efficiencies; merger and acquisition activities; financial system and control implementation; capital sourcing; and strategic planning with consideration to United States and international tax implications. Areas of expertise in:
• Strategic Planning and Modeling
• Mergers & Acquisitions
• Treasury
• Cash Management
• Investor Relations
• Business Expansion & Startups
• Budget Development & Management
• Asset Allocation
• Financial Reporting & Controls
• Complex Business & Tax Issues
• Cost Accounting & Reporting
• Staff Management & Development
• Risk Management
• International Sourcing
• Private Equity Relations
• Working Capital Management
Demonstrated organizational and negotiation skills with the ability to prioritize multiple, complex tasks to meet critical deadlines. Highly effective in working with the Board of Directors, banks, attorneys, and auditing firms. Advanced knowledge of personal computers and associated software applications as well as integrated accounting and manufacturing computer systems. Strong team building, problem solving, leadership, planning, and project management skills.
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PROFESSIONAL EXPERIENCE
UNILIFE CORPORATION Lewisberry, Pennsylvania
Chief Financial Officer 2008-2010
Directed financial, treasury, accounting, global reporting (SEC and Australian), and compliance functions for this international, medical device manufacturer. Managed the information technology, human resources, risk management, and legal services functions. Developed the key performance matrixes in line with the strategic plan for the core business areas including pharmaceutical market for proprietary safety syringes and medical device contract manufacturing.
Built a lean, efficient financial staff and implemented financial systems to support projected rapid growth and Sarbanes-Oxley implementation.
Developed the strategic financial forecast model (from prototype to high volume manufacturing) utilized in two highly successful equity raises and to obtain government incentives.
Worked directly with the chief executive officer and chief operations officer to design and finance the corporate headquarters and production facility.
Implemented short and long term cash requirements forecasting.
Consolidated the Australian and European reporting functions into the United States.
Worked with the Board of Directors to facilitate the re-domiciliation of the company from Australia.
Completed the initial filing documentation and registration with the Securities and Exchange Commission for listing on NASDAQ.
Worked with Operations to implement lean manufacturing concepts.
Developed the foundation of the international tax plan.
Directed the development of measurable, individual key performance indexes aligned to the strategic plan.
Provided financial oversight to the selection of ERP/SAP software.
DANIEL K CALVERT RESUME – PAGE 2
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STANDARD MANAGEMENT Indianapolis, Indiana
Executive Vice President, Chief Accounting Officer 2006-2008
As principal financial officer, managed SEC and operational reporting, strategic/financial planning and analysis, control of revenue cycle in reimbursement-based health care delivery system, mergers and acquisitions due diligence and integration, divestiture activities, oversight and design of subsidiary reporting, cash management, investor relations, bank relations, tax planning/compliance, Sarbanes-Oxley compliance, and internal controls/auditing for this multi state company in the retail/institutional pharmacy, medical equipment, and infusion therapy sectors.
Outlined and implemented financial organizational structure necessary to support growth.
Formed financial analysis and valuation studies used as foundation for the strategic plan as well as merger and acquisition activities that were presented to and approved by the Board of Directors.
MBT INTERNATIONAL Charleston, South Carolina
Chief Financial Officer 2004-2005
Coordinated financial management, cash management, budgeting, information technology, auditing, legal, investor relations, and financial reporting functions for this international consumer product distributer. Worked closely with the chief executive officer and private equity fund principals to develop and implement the strategic plan, restructure distribution centers and operations to gain cost efficiencies and improved customer service, evaluate potential acquisitions, and eventual sale of the company at a price reflecting the profit improvement.
Integrated two acquisitions that doubled the size of company.
Designed cost monitoring/control and key operational performance measurement matrixes to advance strategic initiatives.
Hired and trained staff necessary to support the growth of the company.
Directed product validation and stocking studies that reduced the investment in inventory by 25%.
Improved operational controls over international sourcing.
B. ALLEN GROUP San Francisco, California
Chief Financial Officer 2001-2003
Headed financial management, human resources, bank relations, tax planning/compliance, manufacturing accounting, mergers and acquisitions, and strategic assessment and implementation of companywide information systems for this producer of high quality advertising materials and fulfillment services. Introduced financial reporting and cost accounting systems to progress expanded business activities.
Developed first strategic plan used successfully to acquire financing.
Completed acquisition and integration of companies, providing expanded operational capabilities.
Implemented MAS 90/200 software.
Established e-commerce capabilities.
ADDITIONAL EXPERIENCE
HAYES MARKETING, INC., Vicksburg, Mississippi, Chief Financial Officer and Director of Operations, 1994-2000. Led financial management, legal, audit, materials management, purchasing, operations, HR, and information systems areas with staff of 45 and five direct reports for this company providing advertising and promotional products as well as buying group services to the healthcare sector. Directed expansion into international markets. Introduced technologies, reducing costs and investment in inventory. Undertook merger and acquisition initiatives and integration activities. Implemented information systems to grow company. Developed first budgeting and strategic management system used to improve profitability. Performed successful road show activities, resulting in sale of company at premium.
DARWAL, INC., Harrisburg, North Carolina, Controller, 1992-1994. Introduced financial reporting and controls for Darrell Waltrip’s NASCAR Winston Cup and Busch race teams.
DANIEL K CALVERT RESUME – PAGE 3
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DAVCO RESTAURANTS, INC., Crofton, Maryland, Director of Finance and Controller, 1987-1991. As principal financial officer for this Wendy’s franchise with 106 units and over 2,500 employees, implemented full financial reporting and cash management package during first 30 days following a leveraged buyout. Installed full operating system by end of third month. Increased cash flow by $1.5 million by improving health insurance programs while reducing costs, upgrading in-store cash controls to reduce losses, and tax planning/compliance. Developed lean, competent team capable of supporting future growth. Subsequently acquired and integrated company with 60 stores and over 1,000 employees. Oversaw strategic planning, budgeting, treasury, cash management, cost accounting, mergers/acquisitions, and staff of 30.
AMERICAN STANDARD, INC., 1981-1987
Treasury Manager, American Bank Stationery Company, Hunt Valley, Maryland, 1986-1987. Responsible for treasury, cost accounting, investor relations, capital budgeting, and financial planning following a leveraged buyout. Established the treasury and cash management functions. Provided financial analysis, leading to company’s sale at a substantial profit.
Controller, American Bank Stationery Company, Hunt Valley, Maryland 1983-1986. Directed financial reporting and controls, financial planning and analysis, and oversight of staff of 25. Delivered financial analysis, facilitating successful leveraged buyout of company.
Control and Financial Specialist (Corporate Financial Management Fast Track Program), Corporate Headquarters New York, New York, 1981-1982. Formulated manufacturing accounting and control policies used worldwide for this $4 Billion manufacturing conglomerate.
NCR CORPORATION, Dayton, Ohio, Financial Analyst, 1979-1981. Performed financial analysis/planning, service pricing, and manpower requirement planning.
MAUL TECHNOLOGY CORPORATION, Indianapolis, Indiana, Cost Accountant, 1976-1979. Implemented state-of-the-art manufacturing reporting systems (MRP) at three operating divisions. Worked with consultants on development of MRP II.
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EDUCATION AND PROFESSIONAL CERTIFICATION
MICHIGAN STATE UNIVERSITY, East Lansing
MBA - Finance - 1976
UNIVERSITY OF BALTIMORE, Baltimore, Maryland
MS - Taxation, 1991
BOB JONES UNIVERSITY, Greenville, South Carolina
BS - Business Administration, 1975
Certified Management Accountant - CMA