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chief financial officer resume example with 19+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Experienced Chief Financial Officer who has (i) maximized shareholder value by implementing both significant growth strategies and critical downsizing initiatives in a highly cyclical industry, (ii) successfully identified and executed complex transactions, including multiple acquisitions, restructurings and recapitalizations, and debt and equity raises, and (iii) effectively managed all finance and accounting functions, including, but not limited to, SEC and internal financial reporting, treasury functions, internal control documentation and compliance, and planning and budgeting.

Skills
  • Comprehensive 3-statement models
  • Restructurings and recapitalizations
  • Mergers and acquisitions
  • Financial due diligence and valuation
  • Financial reporting and analysis
  • Planning and budgeting
  • Treasury functions
  • SEC filings
Work History
Chief Financial Officer, 01/2013 - Current
Cr Architecture + Design Chaska, MN,
  • Serve as key member of the executive management team determining the vision and strategic path of the company with the objective of maximizing shareholder value.
  • Responds with agility and flexibility to changing market conditions. Grew the company from one operating subsidiary, 115 employees, and annual revenue of $16.0 million in 2012 to three operating subsidiaries, 210 employees, and annual revenue of $42.5 million in 2014. Successfully navigated an industry downturn in which one unprofitable subsidiary was spun off, employee count was reduced to 50, and annual revenue declined to $11.0 million and returned to growth mode with two operating subsidiaries, 60 employees, and $17.3 million of revenue in 2018.
  • Played critical role in a complex recapitalization to reduce debt and simplify the balance sheet during a severe industry downturn in 2016. Transaction enabled the company to convert over $20 million in senior secured bank debt, two tranches of preferred stock, a subordinated note, and a contingent payment liability into $6 million of related-party debt and one tranche of preferred stock held by a related-party.
  • Managed relationship with senior secured lender, including negotiations of multiple expansions of the company’s senior secured credit facility (up to $35 million in 2014) to finance acquisitions and capital expenditures and negotiations of amendments and waivers to such facility as needed during industry downturns.
  • Raised over $15 million in equity from 2013 through 2015 to finance growth through acquisitions and capital expenditures.
  • Completed a reverse merger into a public shell in 2013 and consolidated and integrated two significant acquisitions, which contributed annual revenue of over $20 million, in 2014.
  • Complete all due diligence and valuations for potential acquisitions.
  • Identified and executed cost-cutting initiatives quickly and effectively during industry downturns. Successfully reduced annual selling, general and administrative expenses (excluding non-recurring items) by over 50% year-over-year when comparing 2016 to 2015.
  • Implemented multiple new software systems, including field ticketing software, time and attendance software, and the primary ERP system (Intacct). Implementation of company-wide ERP system required the consolidation of four standalone Quickbooks systems and the creation of a chart of accounts with multiple dimensions (departments, product lines, locations).
  • Prepared quarterly and annual SEC filings (in entirety) from 2013 through 2019.
  • Consolidate and review monthly financial results and present such results to management in a financial reporting package which includes financial statements, trend analyses, liquidity analyses, and additional relevant information required to develop action plans to improve financial performance.
  • Develop and produce daily, weekly, and monthly flash reports to present meaningful operations and finance data to management in real-time, including weekly reports to capture labor costs by job and evaluate profitability on a job-by-job basis.
  • Perform treasury functions and manage cash effectively in a cyclical industry by building and updating detailed 13-week cash flow forecasts.
  • Create and maintain complex three-statement models and annual budgets and use such models to evaluate the strategic direction of the company and the projected return on investment for proposed capital expenditures and acquisitions.
  • Work extensively with accounting department to document internal controls and ensure compliance with such controls.
  • Manage finance and accounting functions effectively with a lean staff when markets are robust. Perform the tasks of multiple individuals when industry downturns require layoffs while carefully mitigating weaknesses in internal controls caused by lack of segregation of duties.
  • Supervise all employees with accounting and administrative duties in a company with an aggregate employee count that has varied from over 250 in strong market conditions to less than 20 in cyclical downturns.
  • Cultivate and maintain strong relationships with the Board of Directors, investors, banks, audit firms, law firms and other professional services firms.
Director of Budgeting and Planning, 01/2011 - 01/2012
Michael Foods Inc Seattle, WA,
  • Worked directly with the Chief Financial Officer on analyzing financial results, planning for and assessing the impact of strategic objectives, and completing valuation models for potential acquisitions.
  • Compiled and consolidated monthly financial reporting packages for multiple entities and product lines.
  • Built detailed annual and quarterly budgets by product line and geographic location.
  • Prepared multiple discounted cash flow models for the valuation of potential acquisitions.
  • Developed KPIs and implemented new software package to measure such KPIs.
Vice President, 01/2005 - 01/2010
Clear Channel Outdoor City, STATE,
  • Collaborated with the Chief Executive Officer, Chief Financial Officer and Chief Operating Officer to develop and execute the firm’s organic and acquisition growth strategies.
  • Identified acquisitions, completed due diligence, and participated in all negotiations relating to acquisitions.
  • Built cash flow models to assess the impact of acquisitions and financing transactions.
  • Created and updated consolidated budget and provided financial guidance to Wall Street analysts.
  • Compared actual monthly results to budgeted results, analyzed variances, and suggested courses of action to management.
Financial Analyst, 01/2000 - 01/2004
Houlihan Lokey Howard & Zukin, Financial Restructuring Group City, State,
  • Performed complex financial analyses relating to restructuring and distressed mergers and acquisitions transactions.
  • Built cash flow models, compared financing proposals, and performed recovery analyses on various restructuring transactions.
  • Compiled buyers’ lists, wrote offering memoranda, contacted potential buyers, assisted buyers with the due diligence process, and analyzed bids on multiple mergers and acquisitions transactions.
  • Transaction experience included the sale of GST Telecommunications, Inc.
  • To Time Warner Telecom Inc.
  • For $690 million and the restructuring of over $5 billion worth of debt at Southern California Edison.
Education
: , Expected in
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Harvard Business School - ,
GPA:
Status -
  • Attended the Program for Management Development, a 10-week Executive Education Program.
  • Completed over 150 case studies in areas such as Finance, Accounting, and Competition and Strategy.
Bachelor of Arts: Business Economics and French, Expected in
-
University of California - Los Angeles,
GPA:
Status - GPA: 3.965 / 4.0, GPA: 4.0 / 4.0, Graduated summa cum laude. Phi Beta Kappa

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Resume Overview

School Attended

  • Harvard Business School
  • University of California

Job Titles Held:

  • Chief Financial Officer
  • Director of Budgeting and Planning
  • Vice President
  • Financial Analyst

Degrees

  • Bachelor of Arts

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