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Financial
A sampling of available Engagement Leaders in this functional area follows below:
Michael G.
is a seasoned interim CFO for workouts and turnarounds. He brings 33 years of combined business experience, with Arthur Andersen & Co. (10 years in Washington, D.C. and Italy), as the CFO for 2 public and 2 private high technology companies (13 years) and as a financial consultant to more than 50 companies (10 years). Michael currently serves on the Boards of Directors and Advisors of numerous companies, where he typically chairs the Audit and Compensation Committees. He also enjoys public speaking and speaks frequently on cash management, financial reporting and operating issues faced by newly formed companies. In addition, he authors Financial IQ™, a newsletter for non-financial senior executive management. A CPA, Michael has an MBA in Accounting from Northwestern University and an AB in Economics from Dartmouth College.
Larry T.
is a CPA with experience that includes more than 20 years in the transportation industry. At Spherion Corporation, a $3.7 billion provider of personnel staffing, outsourcing, and consulting services, he was Controller of a new business unit formed as the result of six acquired technology consulting companies. In this role, Larry was involved in the integration of the acquired companies, including conversion to common financial systems, streamlining and standardizing business processes, identifying control weaknesses and taking corrective actions and implementing operational reporting tools to monitor and drive performance. By building relationships with the management teams of the acquired companies (many of which positions were being eliminated), Larry was able to implement change quickly while overcoming resistance. At Ryder Systems, Larry held various operational finance roles, including Director of Finance for a new business unit created to focus on an under-performing product line. In this role, he worked with a turnaround-consulting group to improve performance and position the business for an eventual sale. Larry has a BBA from Wichita State University.
John M.
offers more than 20 years experience in the functional areas of finance, operations, and administration. Currently, he is co-founder and Vice President for PC-options.com, a small distributor of computer hardware and software products. Prior thereto, John spent 3+ years engaged full-time on long term consulting projects with complex financial and operational responsibilities which included a Chapter 11 reorganization with financial and administrational duties; a pre-IPO assignment with due diligence (S-1) and treasury responsibility; and an assignment responsible for preparation of the company’s North American budget. Other financial and team-building situations, including personnel selection and training were also performed during this period. In addition, John spent 8 years at Hoyts Cinemas, where he developed a complex operational reporting and financial forecasting package and reorganized the corporate accounting and reporting group from an initial core of three individual acquisitions. John has an MBA and a BBA-Accounting from the University of Massachusetts-Amherst.
James D.
is an experienced finance professional. Following an extensive and diverse career in banking, as a large corporate and leveraged lending officer, he broadened his skill sets recently with start-up business experience. His industry specializations cover the media, telecom, technology, forest products and retailing sectors and his functional roles have included loan workout, portfolio management, structured finance, financial modeling, business plan review, and profitability analysis. James’ senior bank management positions have included a Director level position at Barclays Capital, and VP-Team Leader roles at Irving Trust and DnC America. He began his career with Manufacturer Hanover, handling European Corporates after credit training. His overseas experience includes EU consulting work in Brussels, and college-level education in Ireland, Germany and Norway. Jim has completed the coursework for a CPA, has an MBA in Finance and Accounting from Boston University and a BA in Economics from the University of Illinois.
David R.
offers more than 20 years in both financial services and manufacturing, providing a strong ability to evaluate problems, create solutions, and implement effective strategies. Currently, David is an Independent Consultant for planning and financial related projects, having had extensive process re-engineering experience resulting in significant financial and operating improvements. Most recently, David served as CFO and VP of Finance and Administration for YellowBrick Solutions, a CRM business software Company, responsible for typical CFO functions, including obtaining $8 million in equity and debt financing. Prior to YellowBrick, David was CFO and SVP-Administration Customer Access Resources, and prior thereto CFO for Enterprise Network Services. In these roles, he had responsibility for all aspects of accounting, finance and treasury, payroll, employee benefits, and reporting. Prior to Customer Access, David was VP for Customer Service Operations for Citibank/Citicorp (FIserv) where he was responsible for development, implementation, and administration of the total payroll and benefit functions for Citibank/Citicorp, including: a $2 Billion annual payroll, medical and other insurance plans, disability and other leaves, incentive 401(k) plans, various stock option and purchase plans, retirement and death claims. In addition to his finance background, David also has significant operations and manufacturing experience, having provided operational consulting to Westinghouse Electric, during which became American Production and Inventory Control (APICS) certified and had a paper published in Management Review on productivity measurements. He also holds professional certifications in Financial Planning (CFP) and in Office Systems Automation (COAP), and has holds four patents in the area of Polyrol Packaging. David has a MBA degree from the University of Tennessee and an Engineering degree from Clemson University.
Robert G.
offers more than 20 years experience in accounting and finance, particular strength in cost and manufacturing accounting and control. Very team oriented, Robert is accomplished in operational accounting in rapid growth situations, as well with acquisitions, turnarounds, and international matters. During his two years with PCD, Inc. as controller for the industrial and avionics division his primary focus was gross margin containment as well as the traditional closing, budgeting and cash management functions for a publicly traded company. His prior experience was as controller of Tomey Technology, Inc., a medical equipment startup. His responsibilities included the traditional accounting functions as well as responsibility for human resources, facilities, and benefits. This also involved working in a rapid growth situation and eventually a turnaround environment. Additionally, Mr. Gallagher spent ten years with General Scanning, a manufacturing company that grew from $10 million to $65 million during his tenure. Robert’s responsibilities at General Scanning included working with the company’s foreign subsidiaries, and evaluating/establishing financial systems for an acquisition, while also performing traditional accounting management functions. Robert has a BS in Accounting from Bentley College.
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