president and chief financial officer resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
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Executive Summary
Results driven finance professional with 16 years of progressive experience related to several aspects of finance, statistical analysis, and team management. Adept at thinking strategically, translating plans into action, and exhibiting excellent judgment to overcome challenges in a fast paced environment. Highly analytical and detail oriented problem solver with excellent time management and organization skills. Strong track record that reveals a consistent history of exceeding performance objectives, leading teams, projects, and improving work processes. Software proficiencies include Microsoft Office Suite, QuickBooks, Bloomberg, Morningstar, Nelson's, Effron, Simfunds, and more.
Core Qualifications
  • Financial Modeling
  • Budget Forecasting & Management
  • Metrics and Data Analysis
  • Strategic Partnerships
  • Keen Negotiation Skills
  • Relationship Development & Leveraging
  • Management and Leadership
  • Operational Strategy
  • Policy and Procedural Compliance
  • Process Improvement
Professional Experience
President and Chief Financial Officer, 01/2003 to Present
The Samuel Group, IncCity, STATE,
  • Principal with commercial lending firm with a primary focus of performing valuations of commercial real estate properties throughout the State of Georgia to determine asset based lending solutions for a wide range of clients.
  • Oversee firm's accounting practices, including the preparation of intricate budgets, cost analyses, financial modeling, forecasting, and all other financial reporting functions.
  • Perform cash flow and debt service coverage analyses for the evaluation of commercial funding.
  • Position company as an effective and dependable traditional and hard money lending source that secures different investors and navigates challenging financial scenarios utilizing creative financing options.
  • Lead corporate and strategic advisory for small to large size businesses, inclusive of but not limited to corporate and capital structuring.
  • Manage human resource responsibilities for the corporate staff in relation to payroll and hiring needs so that team staffing levels, workloads, and collective initiatives remain consistent and balanced.
  • Utilize keen negotiation skills working with board of directors, investment bankers, and banking officers to nurture relationships that ultimately equate to revenue production.
  • Apply expertise in structuring complex transactions and prioritizing multiple tasks that often fall within conflicting deadlines.
  • Also direct investment and capital raising responsibilities for the firm.
  • Hired a team of 10+ loan originators and consultants and regularly collaborated with attorneys, banking Vice Presidents, and several mortgage companies to accomplish financial objectives.
  • Develop and implement corporate policy and ensure compliance across the organization.
  • Represent the firm in numerous printed publications as well as in speaking engagements for various media forums related to finance, real estate, and overall corporate advisory.
Mergers and Acquisitions Investment Banking Analyst, 01/2000 to 01/2002
J.P. Morgan Securities, IncCity, STATE,
  • Investment banking analyst in a competitive Wall Street group that focused efforts on the analyses of companies to provide corporate finance advisory.
  • Thoroughly analyzed companies and performed valuations through use of discounted cash flow analyses, comparable trading and transaction analyses.
  • Performed corporate finance advisory inclusive of analyzing and advising companies on their capital structures to ensure that they had the proper amount of equity and debt.
  • Developed a specialty for corporate defense, analyzing company profiles in the investment management industry to alert them of key weaknesses to strengthen in order to improve their corporate defense profile.
  • Performed merger model analysis and as well as income statement forecasting to analyze various business profitability scenarios.
  • Closed AMVESCAP PLC's $300MM 5.90% senior notes offering.
  • Advised AMVESCAP PLC with credit rating upgrade from BBB+ to A-.
  • Developed a working financial model for the $335MM Charming Shoppes, Inc.
  • acquisition of Lane Bryant.
  • Valued a hedge fund with approximately $667MM assets under management.
  • Performed revenue and ebitda analysis for publicly traded investment management firms.
  • Executed strategic advisory assignments for numerous financial institutions.
Bachelor of Business Administration: Finance, Expected in 2000 to University of Georgia - Athens, GA
GPA: Magna Cum Laude GPA: 3.81/4.0 GPA: 4.0/4.0
Finance Magna Cum Laude GPA: 3.81/4.0 GPA: 4.0/4.0
accounting, analyst, banking, budgets, Budget, cash flow, commercial lending, competitive, corporate finance, credit, clients, Data Analysis, dependable, equity, finance, financing, financial, Financial Modeling, financial reporting, focus, Forecasting, hiring, human resource, Investment banking, investment management, Leadership, notes, money, Negotiation, payroll, PLC, Process Improvement, speaking, publications, real estate, staffing, Strategy, Strategic, upgrade
Additional Information
  • Honors and Activities Kappa Alpha Psi Fraternity, Inc. Golden Key National Honor Society Beta Gamma Sigma Honor Society Order of Omega National Honor Society

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Resume Overview

School Attended

  • University of Georgia

Job Titles Held:

  • President and Chief Financial Officer
  • Mergers and Acquisitions Investment Banking Analyst


  • Bachelor of Business Administration

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