Corporate Development & Strategy | Private Equity | Investment Banking | General Management
Harvard CFA and FCA with over Twenty Five years of private equity and investment banking experience at industry-leading financial institutions, as well as Fifteen years of executive-level management experience at three publicly-traded companies and the world's largest hedge fund. Extensive transaction and industry experience while working at Lehman Brothers, The Hartford Life, and Western Assets Management.
Substantial product experience in equity and debt capital markets, mergers and acquisitions, private equity, leveraged finance, private placements, and restructurings.
Expertise across numerous industries including: Technology, Financial Services, Real Estate, Hedge Funds, Private Equity, and Outsourcing industries.
Seeks Interim or permanent position and immediately available for positions worldwide.
FINANCIAL MANAGEMENT EXECUTIVE
Cost Control ▪ Strategic Analysis & Planning ▪ Financial Team Leadership,
Turnaround Experience ▪ Business Integration ▪ Plant Start-up ▪ Plant Shutdown
Supply Chain Management ▪ Inventory control ▪ Systems Implementation, Negotiations ▪ Regulatory Compliance ▪ Corporate & Public Accounting Experience Sarbanes-Oxley Compliance, Acting as Compliance Officer Implementing, maintaining and updating compliance routines and processes, Defining and executing ongoing compliance monitoring program Initial Public Offering (IPO), Mergers and Acquisitions (M&A), Turnaround / MIS Reporting , Recapitalization Governance and Audit Committee, Strategic Planning Committee, Audit preparation, preparations for annual, SOX audit. Reengineered business processes for SOX compliance.
• Financial Management and Control • Process Re-Engineering • Outsourcing/In sourcing Analysis
• Business Performance Measurement • Strategic Sourcing • Project Management• Financial Decision Support • Merger Integration • Financial Oversight & Governance • Financial Analysis, Reporting & Control
Long-range strategic financial planning, review annual operating and capital budgets
Comment on monthly statements of financial position and activities, monthly financial highlights statement, Oversee year-end independent audit. Local taxes and business licenses and audits, Real Estate Loan facilities, Interest Derivatives, Revolving credit facilities, Overdraft Facilities
Managing ongoing regulatory reporting to the Financial Services Authority and SEC Reporting.
SOX 401 & 404 & 906, (FSA Return, IAS 17,18,32,39,FAS 130,IAS 27/SIC 12,SPV Consolidation & IFRS7 and & FRS29, UKGAAP, IrishGAAP, USGAAP, GermanGAAP, LUXGAAP,) tasting with VBA, Specialized on Hedge Fund, Private Equity, Long On, General and Life Assurance and M&A Financial Reporting. Corporate actions Hedge funds MIS & financial reporting Regulatory reporting IFRS FRS 29, Basel 2 / Solvency II/ CEBS / CAD / ICAAP Sarbanes-Oxley [processes / GAAP / remediation Portfolio Version 3.0 & 3.2 Hedge RX Treasury Systems, Technical expertise as follows (SFAS 140, SFAS 133, IAS 39/32, IFRS 7, SFAS 157/159, FIN 46R, SFAS 150, EITF D-98/00-19/00-6) SAP R/3, SAP EC-CS, Hyperion Enterprise, Visio, Crystal Reporting, FRX Reporting, Access, Excel, Word, and PowerPoint.