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.
Budget Forecasting & Management
Metrics and Data Analysis
Keen Negotiation Skills
Relationship Development & Leveraging
Management and Leadership
Policy and Procedural Compliance
01/2003 to Current
President and Chief Financial OfficerThe Samuel Group, Inc － Atlanta, GA
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.
01/2000 to 01/2002
Mergers and Acquisitions Investment Banking AnalystJ.P. Morgan Securities, Inc － New York, NY
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.