Resource Finance Advisor

FINANCIAL ADVISOR / OPERATIONS MANAGEMENT

SENIOR FINANCIAL MANAGER - FINANCE, BUSINESS STRATEGY & OPERATIONAL COST CONTROL

20+ years experience in commercial/investment banking at large financial institutions, as a CFO/COO as well as a consultant/board director to private companies (startups/development stage). Versed in raising small private retail to very large institutional financings. Industries include high technology/telecom/Internet and manufacturing businesses. Advisor on investor relations, corporate governance, public reporting, human resources, audit/tax planning and full range business/financial planning including writing of business plans for raising capital. Seasoned, "bottom line" oriented, analytical and organized leader who manages teams through effective communications and consensus building. Inspires creativity and action among staff to achieve overall goals.

AREAS OF EXPERTISE:

Financing: Broad and complete range of hands-on transactional experience and advice including cost of capital evaluations for debt and equity alternatives in private or public markets. Areas covered: Reverse mergers, IPOs, "going private" transactions, share repurchase and dividend studies.
Shareholder Strategy: Approach based on an "outside" financial viewpoint and from the perspective of current and prospective shareholder/investors, including valuation assessments. Assessment of strategic alternatives including M&A options as possible exit strategies.
Treasury Operations: Internal cash budgeting, payment systems/control, bank/creditor relations, tax planning, rent/buy decision-making, inventory, A/R and A/P management.
Strategic Planning: Strategic planning including tactical activities (M&A), executive management presentations, business plan writing, project (ROI) evaluation, competitive and "what if" analyses, strategic alliance identification and JV structuring.
Cost Management: Cost process redesign/streamlining, personnel evaluations, operating expense reductions. Revenue reformulations and re-pricing, vendor strategies and customer contracts.