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Chief Financial Officer and Treasurer | Profile 12205

Experienced CFO and Strategic Finance Executive with a proven record of driving high-performing teams to achieve operational efficiency, financial growth, and organizational transformation. Skilled at engaging with senior leadership and boards, utilizing industry best practices, and implementing innovative technologies to meet and exceed financial objectives.

Key Accomplishments:

• Led a $250M debt raise, improving liquidity and refinancing existing debt with favorable terms.
• Drove a company-wide transformation, achieving over $100M in expense reductions.
• Developed and implemented a comprehensive five-year financial plan, providing the first detailed financial roadmap for the company.
• Strengthened relationships with ratings agencies, resulting in multiple upgrades and positive outlooks.
• Spearheaded a capital management strategy, aligning company resources with strategic growth initiatives.
• Implemented the company's first cash flow forecast and capital model, improving financial transparency and strategic planning.
• Drove a 25% increase in finance team engagement, improving overall company engagement metrics.
• Managed a finance organization restructuring, enhancing talent management and operational effectiveness.
• Led due diligence and integration for a $3.3B acquisition, significantly boosting the company’s growth potential.
• Successfully engaged with activist investors, securing support for strategic company initiatives.
• Increased company-wide operational efficiency through finance-driven process improvements, achieving 20% expense savings.

Areas of Expertise:

• Digitization and Process Improvement
• Strategic Business Transformation
• Financing and Capital Raising
• Risk Mitigation and Management
• Public Company Controllership
• Talent Management and Organizational Restructuring
• Investment and Treasury Operations
• Due Diligence and M&A Integration
• DE&I Leadership and Cultural Transformation
• Financial Analysis and Strategy

Leadership and Financial Management:

• Led multi-year finance transformation projects, delivering 20% cost savings through optimized processes and digital initiatives.
• Managed a team of over 300 professionals across various functions, successfully aligning finance operations with business growth strategies.
• Partnered with senior executives and boards to guide decision-making on complex transactions and strategic initiatives.
• Directed engagement and development programs, elevating team performance and leadership diversity within the finance function.

Strategic Growth and Investor Relations:

• Developed and executed capital-raising initiatives, securing $70M in under one month and driving business expansion.
• Strengthened investor relations by cultivating new and existing partnerships, resulting in enhanced company valuations.
• Played a pivotal role in securing favorable debt terms and improving the company's liquidity position.
• Championed diversity, equity, and inclusion initiatives, leading engagement efforts that consistently improved company-wide metrics.

Process Improvement and Innovation:

• Led organization-wide process optimization efforts, driving increased capacity and operational efficiency across financial functions.
• Improved risk management frameworks, enhancing internal controls and reducing operational risk by 80%.
• Directed accounting and reporting transformations, improving financial close processes and reporting accuracy.

Industry Expertise:

• Successfully navigated complex regulatory environments, ensuring compliance with US GAAP, IFRS, and SOX regulations.
• Delivered strategic leadership across a range of industries, from financial services to insurance, demonstrating versatility in managing diverse operational challenges.

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 excels at driving organizational growth through innovative financial strategies, operational improvements, and team leadership, making them an asset to any company seeking strong financial and strategic leadership.

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