Position: CFO/Chief Financial Officer
Home country: USA
CFO of manufacturing and oil & gas companies with focus on mergers and acquisitions, capital raises and turnaround.
Chief Financial Officer • Restructured the Company’s credit facility • Created annual budget and all bank forecasting and modeling • Managed and maintained relationships in the Capital Markets; Private Equity firms, Investment Bankers, NYSE, Wall Street, Credit Suisse • Created and maintained Board financial presentations • Manage all SEC filings including 10-K, 10-Q, 8-K, S-8 and S-3 shelf registrations • Work with Investment Bankers to facilitate M & A activities of the company • Developed the Investor Relations (“IR”) program, interview and selection of IR and PR firms • Interviewed and hired an IR manager • Constant communication with analysts and investors as well as through earnings calls and non-deal roadshows • Created company presentations for teleconference, industry trade shows and road shows VP, Finance and Compliance • Manage all SEC filings including 10-K, 10-Q, 8-K, S-8, DEF 14A, S-1 and S-3 shelf registrations • Manage FASB, SK and SX compliance for all financial reporting • Manage all Sox compliance • Manage all credit covenant compliance Director – Finance and Accounting, • Led the Dallas/Fort Worth office to the fifth most profitable in the firm • Increasing Revenue from $2,320,000 to $10,700,000 • Increasing Operating Profit (15%) • Hired and managed – seven business development managers, 6 senior managers and 125 professional staff • Managed manufacturing engagements, interim controller, special costs projects and inventory and scrap audits, working in a multi-plant cost accounting environment with the aforementioned manufacturing plants and others listed below. • Managed $7 billion of Post Acquisition integration for four clients • Led the due diligence support team for the First Plus Financial / GE Capital acquisitions • Performed various leadership and specialized expertise activities: National Practice Leader for Mergers & Acquisitions National Subject Matter Expert (SME) for Specialty Services (i.e. Bankruptcy, Turnarounds, M&A) • Managed a restatement of three years of financial and assisted them in getting re-listed • Managed three SOX implementations from documentation through testing • Led 6 Engagement Managers and 125 professionals
Industry Sector Competencies
• Consumer Goods
• Public Sector
• Function: COO, President and/or CEO
• Sector: oil & gas, manufacturing anf real estate
• Interim Manager: Yes
• Permanent Position: Yes
• Operational: Yes
• Availability: Full time
• Prefered Locations: USA, Mexico or Canada
Area of Experiences
• Accounting (Consolidation, IFRS Norm, US GAAP - UK GAAP)
• Financial control (Plan MT - Business plan, Budgets - Reporting, Return of investment, ABC ABM / Balance scorecard, Negotiation of acquisition, Preparation of shut down)
• Treasury (Financing)
• Capital operations ( IPO, Capital increase, Financial Communication)
• Information systems (ERP implementation, IT projects)
• Law and Finances (Legal department, Real estate, Insurance, Fiscal)
• Other areas (Strategy, Company Rescue (Crisis Management), Risk Management, Internal Audit, Quality)
more than 15 years
Founder or co-founder
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