This energetic Senior Level Finance Professional has 14+ years of progressive experience with S&P 500 corporations. His expert skills include; corporate finance and accounting, M&A, reporting and analysis, capital formation, planning and valuation, due diligence, financial modeling, business integration, business planning, forecasting, risk and cash management, regulatory compliance, and product development.
EMPLOYMENT HISTORY
Organization: Please reach us for these details! Location: Brentwood, TN Job title: CFO / Product Development Manager Years and months employed: 1 Year(s) 2 Month(s) Responsibilities: Accounting; financial analysis; budgeting; treasury; taxation; audit; IT; risk management; regulatory compliance; ERP implementation (Sage Quantum); financial modeling; new product development; product design and configurations; vendor sourcing; vendor due diligence; vendor negotiations; product pricing; contracting; project implementations. Directly supervises the corporate controller.
Organization: N-Torus Technologies, Inc. Location: Scottsdale, AZ Job title: CFO Years and months employed: 2 Year(s) 6 Month(s) Responsibilities: Accounting; finance; budgeting; forecasting; taxation; risk management; investor relations; audit, human resource; regulatory compliance; ERP implementation (Microsoft Dynamics GP); schedule D securities and 401(k) compliance; managed venture capital, angel, banking, investment banking relationships; client and vendor contract negotiations; Prepared and presented all investor, board, venture capital, and angel reports and presentations.
Organization: Merchants Information Solutions, Inc. Location: Phoenix, AZ Job title: Director, Mergers & Acquisitions Years and months employed: 3 Year(s) 6 Month(s) Responsibilities: Mergers & acquisitions strategy; target sourcing; company valuation; due diligence; acquisition integration; financial modeling; synergy identification; letter of intent; terms sheets; purchasing agreements; deal structure negotiation; strategic alliances sourcing; marketing partner development; product development.
EDUCATION
Institution Name: American Graduate School of International Mgt Location: Phoenix, AZ Degree earned: MBA Major/Concentration: Finance Year Graduated: 1998
Institution Name: Texas State University Location: San Marcos, TX Degree earned: BA Major/Concentration: International Economics Year Graduated: 1996
