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Key Qualifications
Click on the links below to learn more about the key qualifications.
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Strategic Planning / Tactical Implementation
- Sold over $1 billion in book value of assets, which did not meet strategic mission of company, generating over $500 million in cash.
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- Loss utilization maximization achieved taking into account IRS loss carryover limitation regulations also provides $100,000 in annual compliance cost savings.
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- Delivered $36 million in tax refunds by working with members to arrive at a profitable, successful, win-win solution.
- Successfully completed the due diligence and liquidity event for the company, via sale to external parties.
Mergers & Acquisitions / JV's / Profit Participations
- $163 million in additional revenue generated after identifying a unique opportunity and securing a venture partner to share risk and capital requirements.
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- Enhanced profitability by $25 million and market share by 8% as a result of successfully completing targeted acquisitions.
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- Successfully established and managed multiple joint ventures that provided $510 million in revenues over the course of their lifetime.
- Improved reporting consistency, time management, and accuracy by implementing a tool to efficiently complete financial due diligence on potential investments.
Capital / P&L / ROI Accountability
- Achieved first year 15% YOY growth in margins by improving visibility and completing a review of operational practices.
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- $3.5 million in incremental cash flow from operations generated by sales of models.
- Negotiated $100 million worth of asset acquisitions in strategic locations, providing $345 million in revenues and $23 million in operating earnings.
- Reduced annual overhead by $450,000 after reducing a leased facility by more than 200,000 sq. ft.
Change Management
- 65% headcount reduction within operating divisions achieved by effectively migrating to a shared services environment.
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- Managed company to record profits, then diligently guided back to profitability during a historically difficult economic downturn.
- 32% profit increase achieved by working to create forecasts, enabling much better management decisions.
- Saved 2,000 man-hours annually by successfully purchasing and migrating a new enterprise software system into the company.
Board Relationships
- Improved insight into individual investment and company performance by designing and implementing a comprehensive model, incorporating data from multiple applications.
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- Saved the company $500,000 in participation payments and legal fees by securing a favorable judgment.
- Achieved liquidity event on more favorable terms within two years by enhancing cash flow and creating better transparency of financial operations.
- Convinced Board to exit a risky investment, which ultimately saved company $75 million.
Leadership / Team Building / Mentor
- Created and staffed a complete external reporting and tax department from scratch following the relocation of company headquarters with one employee effectively mentored to succeed position.
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- Completed all departmental staffing on multiple locations ahead of schedule, with two employees moving forward to become department heads.
- Achieved historically low turnover within the West Region's finance department in the face of the worst market in recent history.
Financial Management / SOX / Stewardship
- Properly completed all SEC and IRS filings and responded to all SEC comments diligently, successfully implementing standards on a timely basis.
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- Created asset impairment testing tool used for SOX compliance that was external auditor approved and allowed for enhanced forecasting of future valuation allowances.
- Allowed greater transparency for potential U.S. buyers after converting financial statements from U.K. to U.S. GAAP in anticipation of completing exit strategy.
Collaborative Innovation
- Increased productivity 40% by creating a means to provide service and communicate results to several geographical locations from a single, centralized location.
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- Created an extremely comprehensive and usable budgeting and cash flow tool in the industry, enabling 30+ year veterans to improve performance.
- Developed an efficient, flexible and SOX compliant acquisition approval system that also saved the company on copying and mailing costs in excess of $100,000 annually.
Financing
- Effectively negotiated $1.05 billion in financings from banks, investors, community districts and tax increment funding.
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- Reduced interest costs by $70,000 annually after creating a fully functional credit facility and implementing sound cash management practices.
Performance Management / Metrics
- $800,000 annual savings generated as a result of delivering consistency in reporting and dashboards, allowing data to be provided to the right people, the first time.
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- Increased division profit from $600,000 to $44 million within four years of establishing formal processes to take a proactive approach to pricing and market strategies.
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