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Chief Financial Officer and Treasurer | Profile 12205

Experienced CFO and Finance Executive with a proven record in strategic transformation, operational efficiency, and high-stakes financial management. Known for leading diverse, high-performing teams, this Candidate has successfully driven capital management strategies, investor relations, and financial operations across various business sectors. Highly adept at collaborating with top-level stakeholders to support growth objectives, refine processes, and champion change.

Core Expertise:

• Strategic Finance & Capital Management
• Mergers & Acquisitions, Investment Operations
• DE&I Advocacy & Talent Development
• Risk Management, Process Improvement
• Board & C-Suite Partnership

Career Highlights:

Chief Financial Officer and Treasurer

• Spearheaded a $250M debt raise, optimizing liquidity and securing favorable refinancing terms.
• Built and implemented the company's first capital plan/model and developed its first detailed 5-year financial strategy.
• Cultivated relationships with ratings agencies, securing multiple upgrades and positive outlooks.
• Led reorganization of the finance department, increasing team engagement by 25% and fostering a risk-aware culture.
• Improved transparency within finance operations, enhancing alignment with broader corporate goals.

Chief Financial Officer

• Raised $70M in capital within a month to boost liquidity, driving essential business growth.
• Established the company's first cash flow forecasting model and led a $100M cost reduction initiative.
• Managed stakeholder relationships, including activist investors, to support strategic direction.
• Directed finance team transformation, raising engagement levels by 20% across the organization.
• Enhanced DE&I efforts, resulting in measurable cultural shifts within the finance department.

SVP, Deputy CFO, Chief Accounting Officer

• Led 300+ global finance team through transformation, achieving 20% expense savings via a $70M strategic budget.
• Partnered with cross-functional leaders on a multi-billion-dollar acquisition, handling due diligence and integration.
• Pioneered company-wide cost-saving initiatives, capturing 25% savings by aligning peer CFOs and executives.
• Directed quarterly and annual presentations to the Board and Audit Committee, simplifying complex topics for executive clarity.
• Boosted team engagement to top industry quartile through targeted development and engagement programs.

VP, Assistant Controller

• Reorganized accounting and reporting functions, reducing expenses by 10% and enhancing operational efficiency.
• Implemented process improvements to streamline financial close, increasing department capacity by 20%.
• Oversaw SOX compliance and reinsurance governance, ensuring regulatory adherence and risk mitigation.

VP, Treasury, ERM, Investment Accounting, Reinsurance & IC

• Led enterprise-wide lean initiatives, streamlining corporate projects and reducing control gaps by 80%.
• Spearheaded the company's first $250M Collateralized Loan Obligation (CLO), optimizing investment portfolio returns.
• Developed robust enterprise risk management protocols, enhancing corporate governance and financial stability.

AVP, Enterprise Controller

• Directed financial reporting across multiple business units, managing SEC filings, audits, and regulatory compliance.
• Achieved over $1B in savings through strategic cost-cutting and operational restructuring.
• Integrated financials across mergers and acquisitions, contributing to long-term growth and profitability.

Education:

• BS Degree in Business Information Systems and Computer Accounting

Professional Memberships:

• Active member of industry-related professional organizations, including American Institute of Certified Public Accountants (AICPA), Member, 2000 to Present

This Candidate brings an extensive background in finance with the technical expertise and strategic vision to propel organizational success. They excel in high-pressure environments, consistently delivering impactful results that align with corporate objectives and enhance shareholder value.

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