Director Resume Example

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Professional Summary

Well-rounded and dedicated senior finance professional with a unique blend of expertise in investment banking , accounting and operational finance. Has consistently demonstrated an ability to excel in a variety of work environments providing strong leadership to execute growth initiatives and develop young professionals with training and mentor ship.

Work History
Merieux Nutrisciences Corporation - Director
Stone Mountain, GA, 10/2016 - Current
  • Advised clients on the completion of M&A and growth equity transactions totaling approximately $500 million in enterprise value across a variety of industries.
  • Developed financial, operational and strategic assessments for companies that have tripped lender covenants or experienced a significant shift in business that led to financial turnarounds and / or improved performance.
  • Collaborated with management teams to develop value proposition and marketing strategy. Developed a trusted advisor relationship with each client allowing for maximum effectiveness and influence to navigate through the various challenges in each process / transaction.
  • On each transaction was the key facilitator to design and orchestrate the strategy from start to finish including preparing the pitch to launching the process, negotiating key terms and conditions and driving bid-to-close with a focus of identifying and addressing key closing risk factors.
  • Analyzed capital structures to identify and recommend opportunities to optimize cost of capital and / or raise new capital to support growth initiatives.
  • Closely managed external advisors including accounting firms, lawyers, industry experts and other specialists to ensure diligence was addressed in accordance with closing timeline expectations.
  • Marketed product / service capabilities to strategics, private equity firms, lenders, banks, and other capital provides to build relationships, source deals and further develop G2’s brand.
  • Sourced and originated opportunities that resulted in winning and executing mandates.
  • Managed and mentored analysts, associates and vice presidents on all aspects of mandates including pitch and strategy development, CIM preparation, financial modeling, market map development, data room management, client engagement and risk mitigation.
State Street Global Advisors - Vice President
Manchester, NH, 06/2011 - 10/2016
  • Advised clients on the completion of M&A transactions totaling approximately $1 billion in enterprise value with most of the transactions having a cross border element.
  • Managed all aspects of sell-side projects including the composition of information memorandums, design of the sale process, identification of potential buyers, communication and management of buyers throughout process, organization of the data room, preparation of seller responses to due diligence requests, preparation of management presentations and board presentations, evaluation of offers, preparation of legal documents and negotiation.
  • Managed all aspects of buy-side assignments including the identification of targets, initial outreach and ongoing communication with targets, preparation of valuation analyses and board presentations, management of due diligence vendors, drafting of offers and negotiation of legal documents.
  • Industry specific experience in aerospace and defense, building products, beauty products and service, mail/postal services, consumer products and information technology services.
  • Managed, trained and mentored analysts on all aspects of mergers and acquisitions.
  • Structured and analyzed accounting and operational due diligence for all prospective new business and built strategic financial valuation models for business development proposals.
  • Attended networking events to identify and source new leads and created relationships with business owners, private equity firms and industry professionals.
Red Hat Inc. - Finance
MD, State, 01/2007 - 05/2009
  • Managed monthly cash funding requirements to build out nationwide mobile television network which averaged $25 million in monthly cash burn. Worked with parent company (Qualcomm, Inc.) to facilitate cash funding process and to optimize cash management benefits.
  • Supervised individuals responsible for all accounting and operational finance duties supporting $150M in SG&A and R&D expenses.
  • Supported organization in budget & quarterly forecasting, technical accounting research, GAAP interpretation, quarterly & annual SEC reporting, and implementation of internal controls.
  • Managed the reporting, accounting and forecasting of $100 million in fixed assets to build out the mobile television broadcast network including construction in progress and fixed asset accounting.
  • Designed and operated financial processes and procedures to support a sales incentive program that promoted Mobile TV adoption to the indirect retail channel, which ensured safeguards over financial assets.
  • Built financial models used to assess contractual terms and conditions to support the new direct to consumer business.
Qualcomm, Inc. - FP&A / Internal Audit / SEC Reporting
City, STATE, 01/2002 - 01/2007
  • Managed financial planning process for select business units including rolling up the consolidated forecast as a key responsibility to support external earnings guidance issued by CFO Traveled to Brazil, India, and Japan as lead auditor for internal audit team and utilized local accounting standards and corporate policies to assess the control environment and financial performance.
  • Developed, implemented, and managed the SOX certification process for Qualcomm’s $5 billion chipset division, the $500 million Venture Fund, and Corporate Accounting.
  • Implemented process changes as issues were identified during internal control testing.
  • Designed a risk-based approach to the SOX certification process by identifying entity level controls which resulted in over 20% annual cost savings ($1.4 million) Technical accountant for $2 billion licensing division and $500 million Venture Fund.
  • Performed research on technical accounting issues, ensured GAAP compliance and authored SEC disclosures for the annual and quarterly filing requirements.
  • Played a significant role designing the testing and certification process which resulted in Qualcomm to become the first SEC registrant to certify its internal control environment under the Sarbanes-Oxley Act of 2002.
  • Key member of corporate accounting team that wrote 10Q / 10K disclosure, reconciled global cash flow statement for public disclosure and provided technical accounting advice.
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
  • Mergers & acquisitions
  • Capital markets
  • Trusted advisor
  • Financial modeling
  • Value proposition
  • Forecast / budget
  • Cash flow analysis
  • Due diligence
  • Networking
  • Strategy development / execution
  • Mentorship / training
  • Accounting
  • Legal / compliance
  • Communication
  • Presentation
University of Wisconsin-Madison, Wisconsin School of Business Madison, WI, Expected in 2011 Master of Business Administration (M.B.A : Corporate Finance and Investment Banking - GPA :


Treasurer of Graduate Finance Organization

Member of Graduate Business Association

Vice President of MBA Sporting Club

Net Impact Community Service

Stonecutters Appointed Teacher Assistant

Initiated and organized the first University of Wisconsin CFIB company tour to the San Francisco Bay Area. Organized

University of San Diego San Diego, CA, Expected in 2001 Bachelor of Accountancy : Accounting - GPA :

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Resume Overview

School Attended
  • University of Wisconsin-Madison, Wisconsin School of Business
  • University of San Diego
Job Titles Held:
  • Director
  • Vice President
  • Finance
  • FP&A / Internal Audit / SEC Reporting
  • Master of Business Administration (M.B.A
  • Bachelor of Accountancy

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