Executive, whose leadership and communication skills have driven team success spanning four industries and seven countries. Global expertise in finance, operations, strategic planning, merger and acquisition, treasury and corporate restructuring.
 Build fiscal control and staff development.
 Expert qualifications in both strategic business/financial leadership and complex operating management.
 Consistent contributions to bottom-line efficiency, performance, process and profit improvements.
 Strong skills in leadership, communications, interpersonal relations and organizational development.
Leader with high level of accountability who drives critical corporate initiatives to advance growth/competitive position
 International mergers and acquisitions ($100 million to $1.5 billion)
 Sarbanes-Oxley Compliance, FASB and GAAP Compliance, SEC Reporting
 Strategic Planning and Budgeting, Internal Controls, Policies and Procedures
 Entrepreneurial Development, Contract Negotiation, Corporate Restructure – Chapter 11, Value Engineering
 Venture Capital Formation, Venture Capital Prospectus, Company Start Up
 HR/MIS Management, Auditing, Team Building and Succession Planning, Cost Management
Business strategist who spearheads mission-critical analyses to maximize equity holder value
 Develop, negotiate and coordinate joint venture agreements
 Systematize SEC reporting
 Expand client relationships that continue company growth
 Lead failed start up company from bankruptcy for a profitable sale in three years
 System conversion, restructure and formalize corporate structure
 Institute both operating and capital budgets
 Evolve detailed management reporting systems providing operational management data within 24 hours of real time
 Institute job cost controls, develop operating procedures integrating parent company guidelines into division specific policies and procedures
MBA Judge Business School, Cambridge University, Cambridge, England
BA Chapman College, Orange, CA
Association of Chartered Accountants (European CPA designation), United Kingdom
Institute of Chartered Accountants in England & Wales
Professional Experience
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Chief Financial Officer
Structural I Company 2005 to Present Annual revenues $75 million
 Develop multi family projects (350 to 700 units per project)
 Construct commercial projects
Vice President of Finance
Lowe Enterprises 2003 to 2005 Annual revenues $1 billion
 Develop commercial, hospitality and resort-residential projects
 Build golf courses with second home communities
Senior Director Consulting
Management Resources 1999 to 2003 Client revenues $50 million to $25 billion
 Business-consulting engagements for senior strategic management services to clients with varying backgrounds and needs.
 Interface with public and private sector executives to meet senior-level project needs, serving financial service, construction, manufacturing - distribution, healthcare, oil and gas, hospitality and multi-outlet retail and distribution clients.
Other Relevant Experience
 Business consultant to clients in a broad spectrum of industries
 Direct the implementation of financial systems (as large as ERP to the simplest of Quick Books)
 Manage turnaround projects for companies with divisions under performing to corporate expectations
Engagements: BPN Paribas, Paris, France; Johnson Matthey plc, London, UK; Goldman Sachs, New York, NY; General Dynamics, New York, NY; Morrison Knudsen, San Francisco, CA; Wells Fargo Bank, San Francisco, CA; Lehman Brothers, New York, NY; Bender Shipbuilding and Repair, Mobile, AL; Ultramar Diamond Shamrock Corporation, San Antonio, TX; BP/Sohio Petroleum, Cleveland, OH; Liquid Carbonics, Chicago, IL; Enron, Houston, TX; Chevron Energy Solutions, San Francisco, CA; Husky Oil, Calgary, Alberta; London and Scottish Marine Oil Company, London, UK; London Clubs International, London, UK: Wells Fargo Bank, San Francisco
Director Strategic Planning
British Petroleum, plc
Manage $6 billion 5 year budget, monitoring actual expenditures, reporting to corporate management and joint venture partners
J.D. Edwards, Oracle, MAS 90, Great Plains, Lawson, Timberline, Peachtree, Deltek/Cost Point and Quickbooks Pro
Integrated Management Systems
SAP, PeopleSoft, J.D. Edwards, Oracle and Navision
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