| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Lake Mary, Florida Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLECHIEF FINANCIAL OFFICERFINANCIAL & OPERATIONAL STRATEGY CORPORATE TRANSACTIONS INSIGHTFUL & TRUSTED LEADERSHIPExecutive visionary offering distinctive career steering financial operations in private equity-owned and publicly traded companies spanning multiple industries, with success in building organizations from scratch, shepherding companies through IPO transitions (3 in total) and optimizing profitability. Develop business plans, establish strategic direction, and define financial/operational structure to enable robust governance, safeguard assets, and fuel growth.Influential advisor who leverages holistic approach to corporate finance, vast market knowledge, and strong business acumen to provide insight/thought leadership for complex, high-value initiatives. Revamp processes and controls to drive efficiencies, generate savings, and mitigate risk. Cultivate alliances and partner with fellow executives to achieve goals. Committed to building, leading, and mentoring teams, encouraging and inspiring staff, and instilling creative cultures.AREAS OF EXPERTISECorporate Finance Strategic Business Planning & Development Financial Governance Initial Public Offerings (IPOs)Acquisitions Financial Planning & Analysis Revenue Generation Risk Management Private Equity TransactionsProcess Improvement Cost & Benefit Analysis Financial Reporting Budgets Forecasting Client Relations M&AsInvestor Relations Accounting Start-Up Operations Sales & Marketing Regulatory Compliance Internal ControlsMarket Analysis Transition & Integration Management Negotiations Six Sigma Methodologies Alliance BuildingPricing Operations Management Product Strategy Staff Development Team Leadership & Mentoring capital cost and job cost analysis monitoring and internal controlsIndustries: Digital Marketing, Health/Medical, Real Estate, Manufacturing, Construction, Hospitality, TravelCAREER SPOTLIGHTSuccessfully executed 3 IPOs during career, including overseeing all aspects of due diligence and regulatory functions, determining pricing, and developing corporate structure to enable complex transition.Increased sales 300% while streamlining operational efficiencies for both W-Twelve and BioRestorative Therapies; analyzed EBITDA, identified operating and fixed costs, and determined pricing for products/services to drive growth.Fueled W-Twelve growth from zero at startup to $5.5M over 5-year period; created and developed operating entity and secured $400K in private equity funding. Strengthened financial and operational performance through developing financial reporting and accounting systems.CAREER HISTORYW-Twelve LLC (and its subsidiaries) Orlando, Florida 2015 to PresentPRESIDENT AND CHIEF FINANCIAL OFFICERChampioned all aspects of company startup, including managing funding, establishing corporate and financial structure, and overseeing costing, staffing, planning, and development strategies. Steer day-to-day financial operations, from reporting and tax oversight to accounting and client management. Partner with sales and marketing to evaluate competitor trends and identify key market segments. Supervise, guide, and mentor up to 20 employees, including 6 global staff.Built and maintained strong, high-value client base to include casinos (2 major operations in Las Vegas), hotels, racetracks, restaurants, and professional service providers. Spearheaded restructures, developed robust internal controls, expanded business units, and piloted acquisitions to enable client success.Played pivotal role in tripling business for major client and positioned key client to achieve exceptional success, including realizing 25%+ in year-over-year growth.BioRestorative Therapies Inc. (formerly Stem Cell Assurance Inc.) Jupiter, Florida 2009 to 2015CO-FOUNDER, DIRECTOR, CHIEF FINANCIAL OFFICERDeveloped company from ground up and defined overall business strategy. Headed business planning and IPO development functions, as well as investor relations and tax management. Oversaw SEC reporting and filings to ensure adherence. Served as member of Board of Directors, in addition to Committee Chair of Finance and Audit Committee.Candidate's Name
Page 2 of 2 EMAIL AVAILABLE LINKEDIN LINK AVAILABLEBioRestorative Therapies Inc.CO-FOUNDER, DIRECTOR, CHIEF FINANCIAL OFFICER, continuedAchieved significant business growth after negotiating and executing private investing, operational, and financial strategies; executed foundational work to enable companys IPO and subsequent NASDAQ listing (BRTX).Spearheaded preparation and implementation of reverse acquisition of public shell.Boston Best Construction LLC I Wakefield, MA 1994 to 1999CFOAchieved significant business growth after negotiating and executing viable banking conditions, operational, and financial strategies.Spearheaded preparation and implementation of Percentage of Completion Method (PCM)Instituted Completed Contract Method (CCM): income and expensesa reported when contract is completed.PSI Industries Inc. Boca Raton, Florida 1998 to 2008BOARD DIRECTOR, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICERServed as member of Management Committee for development and implementation of corporate planning/strategy.Directed public and private financial funding programs, both debt and equity.Negotiated and managed circa $17.5M in credit lines.Oversaw 504 preparation and filing, in addition to private placement, convertible preferred, preparation and filing for $3.5M; managed NASDAQ preparation and filing, as well as SEC registration.Liaison between investors, banks, legal, regulatory agencies, and others.EARLIER CAREERAmerican Financial Services Boca Raton, Florida & Boston, MassachusettsPARTNERPiloted mergers and acquisitions (M&As) planning and consulting functions.Coordinated IPO planning and development, as well as SEC reporting and filing.Negotiated high-value air, sea, and ground contracts.Fundimensions Inc. (Toy Division, General Mills) Mt Clements, Michigan & Quincy, MassachusettsVICE PRESIDENT AND PRESIDENT, MAKIT & BAKITIncreased volume 6-fold while slashing operating costs via introducing innovative production techniques.Spearheaded negotiation of company sale to General Mills, reflecting strong ROI based on continued sales growth and cost-effective programs.American International Travel Service Inc. Boston, MassachusettsCORPORATE CONTROLLERArthur Andersen Boston, MassachusettsACCOUNTANTEDUCATION & QUALIFICATIONSExecutive Management Business ProgramHarvard Business SchoolBachelor of Science, FinanceNortheastern UniversityChartered Global Management Accountant (CGMA)Certified Public Accountant (CPA) |
