Strategy & Finance
Washington D.C. Metro Area
Strategy & Finance
Washington D.C. Metro Area
Big-picture problem solver who pays attention to detail with long history of exceeding expectations.
Knows how to partner with the right internal and external organizations to achieve results, profitably. Entrepreneurial experience which adds value in leveraging limited resources to achieve results. Leadership with expertise in strategy, finance and accounting.
Strategic Planning & Development
* New service development & consumer marketing
* New service launch in niche markets
* Contract negotiations
* Capital formation advisory
Finance & Accounting
* Cost savings/eliminations
* Investment valuation and risk-based capital models
* Due diligence & financial analyses
* Financial statement audit
* Financial budgeting, analysis & reporting
(Privately Held; Online Media industry)
2008 — 2009 (1 year)
SUCCESS STORIES
• Increased time-on-site by 300% by developing on-line features like CareerBuilder job board partnership.
• Cut idea to implementation time by 50% by creating structure to identify and implement new ideas.
• Negotiated 52% decrease in website development costs.
• Requested to speak at high profile media conference, Urban Network Entertainment Marketing Summit.
FINANCE/OPERATIONAL TASK LEADERSHIP
• Managed entire operations on shoe-string budget.
• Managed all financial tasks including reporting, financial negotiations, budget, business plan and stock option grants.
(Public Company; Hospital & Health Care industry)
2003 — 2008 (5 years)
SUCCESS STORIES
• Beat S&P 500 by 200%. Private portfolio achieved over 27% annual returns.
• Averaged over 20% reduction in costs when developing cost containment plans in portfolio companies.
• Acquired 4 new clients in first 2 months of operations.
FINANCE/OPERATIONAL TASK LEADERSHIP
• Performed all due diligence: cash flow modeling and reviews of market, management, financial statements and customers.
• Advised multi-million dollar companies on raising mezzanine debt and created risk-based capital models.
(Privately Held; Insurance industry)
2000 — 2003 (3 years)
SUCCESS STORIES
• Developed and taught critical accounting training course for analysts.
• Refined risk-based capital model for impact of preferred securities
FINANCE TASK LEADERSHIP
• Assessed capitalization, operating performance, business models and industry trends.
• Presented recommendations to ratings committee and senior management of rated companies.
(Partnership; Accounting industry)
1994 — 2000 (6 years)
SUCCESS STORIES
• Saved over $100 million in costs and process improvements/redundancy eliminations in $3.45 billion acquisition.
• Grew revenues to over $2 million in first year of launch of new business.
ACCOUNTING TASK LEADERSHIP
• Managed entire audit engagements, including planning, budget, service delivery and issue resolution.
• Managed multiple engagements with cross-functional teams of 2-17 professionals in different states and countries.
BBA , Accounting
MBA , Finance
tech trends, education/tutoring, skiing, reading (non-fiction), animation
Scholar-athlete, scholarships (grad and undergrad), dean's list