CFO / Director of Finance Resume
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Resume:
EXPERIENCE
Self Employed Consultant, San Francisco, CA & Broomfield, CO
Varsity Technologies (IT serving schools and nonprofits), Chief Financial Officer, May - Present
California Environmental Associates (environmental consulting), Co-Director of Finance & Admin, April – July
Sustainable Science Institute (global public health), Chief Financial Officer, January – December
Text (public relations), Director of Finance, November – March
CLM Partners, LLC (supply chain consulting), Chief Financial & Administrative Officer, January – December
- Responsible for Finance, Accounting, Human Resources, and Legal at for profit and nonprofit clients.
- Implement financial budgeting and forecasting processes and reporting and monitoring, to provide prompt analysis, insight, and actionable recommendations on achievement of revenue, overhead, utilization, margin, and profit targets.
- Enhance and create financial/accounting policies, processes, and controls to ensure accurate, proper, efficient, and timely recording of transactions, safeguarding of fiscal assets, and compliance with tax and regulatory requirements.
- Develop and implement metrics, dashboards, and reports to establish expectations and accountability and quickly view achievement towards successful outcomes.
- Create and enhance Chart of Accounts to allow for comprehensive analysis of costs and easier allocations.
- Build financial models to evaluate profitability of and grow new lines of business and investments in the business.
- Analyze clients’ profitability and develop pricing/rate structures for customer contract negotiations to increase margins.
- Perform all general ledger entries, manage bookkeepers, perform month, quarter, and year end closes.
- Renegotiate banking relationships to improve return on cash while ensuring liquidity; control Payables to maximize cash flow while avoiding late charges or supplier ill will; monitor and manage Receivables.
- Design Employee Handbooks to provide employees with a comprehensive resource for company policies and benefits, simultaneously protecting clients from employer liability issues.
- Research, recommend, and launch k retirement plans.
- Proactively manage the organization’s legal needs, consulting with outside counsel as needed. Discover compliance failures and negotiate minimal fees to correct the situation.
Room to Read, San Francisco, CA
Chief Financial Officer, April – December
- Managed a team responsible for Finance, Accounting, Human Resources, Legal, IT, and Facilities for a medium sized, international nonprofit, with entities on continents, focused on education/literacy.
- Designed, documented, and implemented worldwide financial/accounting policies, processes, and internal controls, to increase staff efficiency and effectiveness, as well as protect organizational assets.
- Created and disseminated worldwide budgeting and forecasting processes, to ensure achievement of revenue, program, and overhead goals. Obtained annual approval of the financial plan from the Board of Directors.
- Analyzed and delivered regular, detailed, management and financial reporting for the executive team, Board of Directors, and external stakeholders (e.g., grant recipients) to drive timely business decisions.
- Developed cash investment policy and procedures, to ensure maximum return on cash while maintaining liquidity, minimizing risk, and providing reserves for long-term liabilities.
- Directed annual external audits, including and other filing requirements.
- Benchmarked and worked with insurance providers to provide recommendations on company benefits and policies, balancing market competitiveness with cost efficiency. Obtained approval on % of proposals.
- Created and implemented performance review process and forms to improve employee morale and performance.
- Collaborated with outside counsel to proactively manage the organization’s legal needs, while minimizing counsel’s fees. Significantly increased filing and registration compliance rates in first year, resulting in fewer penalties paid.
Gap Inc, San Francisco, CA
Manager, Capital Budgeting & Forecasting, September – March
- Managed a person team to support Gap Inc’s $M annual capital budget.
- Led year capital plan, annual capital budget, and quarterly forecast processes, coordinating executive management input, corporate spending guidelines, and brands’ and functions’ business needs.
- Established and enhanced processes for capital related budgets and forecasts, including cash flow, depreciation and amortization, and capitalized interest to increase ease of use and accuracy of budgets / forecasts.
- Analyzed performance and advised Investor Relations and Treasury on capital related items for earnings calls and -Ks.
- Developed budget presentations and quarterly reports for the executive team, IR, and Board to obtain approval of plans.
- Collaborated with Corporate Reporting to ensure Gap Inc was capturing and reporting all capital expenses properly, including accruals, construction in progress, and tenant allowance.
Novell, San Jose, CA
Senior Financial Analyst, Mergers & Acquisitions, August – September
- Analyzed company’s market position and targeted acquisitions to solidify financial and strategic position in competitive sectors. Identified new sectors aligned with company’s strategic goals and recommended candidates in these areas.
- Performed due diligence, prepared financial statement forecasts and accretion/dilution analyses, determined valuation, collaborated on term sheets, and formulated negotiation strategy in acquisitions/spin outs ranging in size from $-$M.
- Led potential sale of foreign subsidiary. Orchestrated preparation of offering memo and resolution of legal, tax, and financial issues. Successfully recommended against selling the subsidiary as more value was generated by retaining it.
- Pioneered relationships with business unit heads to improve dialogue with M&A group in order to guide identification and assessment of acquisitions for presentation to executive management/board.
- Developed and managed relationships with external investment bankers and potential M&A partners.
General Mills, Minneapolis, MN
Finance Summer Intern, Corporate Growth, Summer
- Spearheaded balance sheet due diligence on successful acquisition worth over $M.
- Recommended market entry strategy to CFO after conducting market research and industry and competitor benchmarking.
McNeil Consumer & Specialty Pharmaceuticals, Philadelphia, PA
Finance Summer Intern, Business Development, Summer
- Evaluated joint venture product pipeline and reviewed financial structure to provide strategy for CFO in renegotiations.
- Valued brand using DCF analysis to recommend trading price to President and CFO.
Chiquita Brands International, Changuinola, Panama
Manager, Financial Analysis, September – June
- Initiated review of department's processes. Cut overhead by % with use of IT and elimination of inefficiencies.
- Created and monitored division's $M annual capital budget to ensure investments were strategically aligned with corporate goals and did not exceed spending plans.
- Led team of in the redesign, programming, and implementation of the division's total cost report. Collaborated with managers to determine their information requirements.
Chiquita Brands International, Cincinnati, OH
Auditor, Internal Audit, September – September
- Identified financial and operational risks in US, European, and Latin American subsidiaries. Negotiated with senior management to formulate and implement solutions to mitigate these risks.
- Performed financial analyses and operational reviews to provide executive management with recommendations to increase efficiencies and reduce costs.
- Reduced outside auditor fees through quality financial GAAP audits.
United States Peace Corps, Arvayheer, Mongolia
Small Business Development Worker, July – August
- Designed and launched a training program of short-term courses and on-site consulting for local businesses.
EDUCATION
The Wharton School, University of Pennsylvania, Philadelphia, PA
Master of Business Administration, Finance,
- Teaching Assistant for Corporate Finance, President of Day-on-the-Job Club, Co-President of GUIDE (undergraduate mentoring), VP Student-Faculty Relations Committee, Admissions Committee, Academic Advisory Board
Miami University, Oxford, OH
Bachelor of Science, Finance,
- Magna cum laude and awarded scholarships based on academic excellence and leadership
CIVIC INVOLVEMENT
Community Action Network (CAN), Five Star Adams School District, Broomfield, CO
Member of Steering Committee, –
National Multiple Sclerosis Society, Colorado-Wyoming Chapter Board of Directors, Denver, CO
Member of Finance Committee and Government Relations Committee, - present
FACES SF Board of Directors, San Francisco, CA
Member of Finance Committee & Treasurer, -
