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Excellent Business Acumen – Strategic Planning, P&L Performance, Mergers, Acquisitions, Divestitures
Operations Management & Transformation, Investor Relations, Board & Analyst Communications, Cross-
Functional Team Leadership, Business Process Improvement, Total Quality Leadership, Lean Manufacturing.
Finance Skills – US & IFRS GAAP Accounting, IPO Process, Private Placement, Financial Due Diligence,
SEC Reporting, Corporate Budgeting & Forecasting, Financial Best Practices, Cash & Credit Management,
Sarbanes-Oxley Compliance, Corporate Rehabilitation & Renewal.
Expected Results – (1) Be responsible for all operational, financial and capital aspects of the company,
working closely with the senior management team in implementing the vision and strategic roadmap.
(2) Provide a system of financial planning and reporting to continually inform the executive team of business
performance, key issues and trends to capitalize on business opportunities,
(3) Provide strategic financial input on evaluation of potential alliances, acquisitions, mergers, and investments.
(4) Motivate employees and build a strong performance-oriented culture
Responsible for financial leadership and management direction on strategic and tactical levels, including all
accounting, tax, budgeting, communications with Board of Directors, Sarbanes-Oxley compliance, SEC
reporting, M&A Activities, Purchasing, Real Estate and Capital Expenditures. Managed corporate staff
of 26, comprised of 6 direct reports plus 20 corporate support staff, and strong dotted line to 7 Regional
VP of Finance including their respective operational site controllers.
• Grew revenue from $500 million to over $800 million delivering in excess of $100 million in annual
cash earnings through a series of acquisitions and internal growth initiatives.
Completed due diligence and successfully integrated 20 domestic and global acquisitions.
Prepared the company for sale, completed the $2.1 billion transaction and worked through the integration of the
merged entities.
Access Worldwide Communications Inc., Boca Raton, FL (Telemarketing & Medical Education
Services)
Executive Vice President and Chief Financial Officer (1999-2004)
Responsible for financial integrity, leadership and direction in the financial management of the company, on
strategic and tactical levels, including all accounting, budgeting, communications with Board of
Directors, Sarbanes-Oxley compliance, SEC reporting, treasury, and approval of capital expenditures.
Managed staff of 20, comprised of 4 direct reports and 16 indirect. Assumed CFO role and acting COO
after company defaulted on its credit facility.
• Provided the planning and leadership necessary for successful Initial Public Offering.
• IPO Achieved $48 million in funds and 4 million shares, plus a $65 million bank credit facility.
• Led initial deal valuation and financial due diligence resulting in acquisition of three companies,
including post-merger integration, successfully creating strategic interdependence and
organizational synergy from combined operations.
Founded and Grew $800,000 business with 7 employees in 1994 to $12 million with 80 employees -1996,
generating 20% EBITDA.
Actively participated in the formulation and implementation of long and short-term strategic plans and objectives
to increase market penetration and profitability.