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Date Created: 12/22/15
T HOMAS E. P ATTON Moon Township, PA 15108 (412) 996-2161 firstname.lastname@example.org HIGH GROWTH | START-UP CFO Strategic Planning ~ Growth Company Development~ Capital Raising Accomplished, detail-oriented Big 4 Partner with proven success in the accounting, finance and operations fields. Background includes extensive startup and growth company experience, variety of C-level responsibilities, strategic collaboration with senior executive teams, and depth of experience with Boards of Directors and stockholders. Superior communication skills, excellent customer service aptitude, positive attitude, and ability to work well in a fast-paced environment. Additional expertise in: Strategic Planning & DevelopmenERP Implementation Expertise Business Process Development Revenue Enhancement Strategies Capital Raising & Planning M&A (Eval/Due Diligence) Board and Investor Relations Angel & VC Deal Structuring Budgeting & Cost Management C AREER A CCOMPLISHMENTS Secured venture capital funding in two separate rounds 24 months apart for a total of over $20 million raised; $6 million in 1 round and $14 million in 2 round from top tier firms. Implemented software licensing, stock option and employment contracts and actively participated in all key hire decisions during staff-up period (employee growth from 5 to 140 in 30 months). Assisted SaaS mobile asset, tracking solutions company to manage its growth from 10 people to 40 in an 36 month period. Installation of key organizational and operating infrastructure including deployment of NetSuite®, Resumator® and other management systems. Implementation of equity incentives. Mentored startup companies through Ben Franklin/ Innovation Works and Alpha Labs program. Led search committee for high performing School District Superintendent. P ROFESSIONAL E XPERIENCE TRACKABOUT, INC. 2009 – Present CFO /Secretary & Treasurer/Consultant Instrumental in spinning out separate subsidiaries to develop a world-wide, global asset registry (Lockhouse.net) and Cardfarmer.com (business card referral tracking). Developed capital structuring plan and coordinated private placement memorandums with company’s general counsel. Implemented NetSuite ERP (SaaS) enterprise software to manage project management, CRM and financial operations (G/L, time reporting and expense reporting) for use by remote workforce (50% remote workers). Installed budgeting and cash forecasting disciplines to manage growth from 10 to 40 employees Coordinated semi-annual strategic planning meetings during period of increased headcount. Implemented Resumator® and TopGrading hiring processes during growth period. BLUETREE ALLIED ANGELS / PA ANGEL NETWORK 2009 – 2011 Chairman of the Deal Flow and Evaluation Committee/Consultant Part-time consultant to BlueTree Capital, professional manager to largest Pittsburgh area based accredited angel group. Blue Tree participated in 9+ angel financings during my tenure. Served on the Board of Directors of PA Angel Network, the trade association of all organized angel network groups in the state. Active in Angel Capital Associations Annual and Regional Meetings. Developed formal screening criteria and managed monthly committee meetings to source, evaluate and screen potential investment opportunities. Coordinated and oversaw monthly formal screenings and provided feedback to final presenters. Participated in monthly full member meetings leading to deal selection and due diligence. THOMAS PATTON Page Two P ROFESSIONAL E XPERIENCE (Continued) EZ-FLO INJECTION SYSTEMS 2003 – 2009 President/CEO (2004-2009); CFO/COO (2003) Brought in by investors as interim CFO/COO for a manufacturer of patented fertilizer dispensing equipment for use on fixed irrigation systems. Assumed CEO role in 2004 after restructuring and recapitalization. Manufacturing plant in Northern California with a national wholesale distribution/sales rep channel strategy with largest wholesale distributors in the landscape and irrigation sector. (John Deere Landscapes, Ewing Irrigation, Horizon etc.). Opened up new channels to web-based distributors. Implemented NetSuite ERP (SaaS) to enhance sales fulfillment, control multi-location inventory, provide real-time sales/ CRM information to remote sales groups and manufacturer’s reps. Developed marketing programs to drive increased sales volumes through strategic Alliance Partner relationships. Oversaw sales representative channel both domestic and international. CARNEGIE LEARNING, INC. 1999 – 2002 CFO/Vice President of Finance Carnegie Learning was a venture-backed educational (mathematics) software developer with proprietary Cognitive Tutor® technology. Employee #5 with responsibility for raising Series A and B capital. Initiated start-up, capital raising and financial management of a Carnegie Mellon University spin-out. Built performance management, financial reporting and financial forecasting systems to provide critical business metrics to sales and operations management during growth phase. Managed cash flow and related short-term investments for excess venture money. Chaired pricing review committee that developed license and subsequent maintenance pricing. Developed policies and procedures for software revenue recognition, capital assets, lease accounting, maintenance fees, etc. REDZONE ROBOTICS, INC. 1996 – 1998 CFO/Vice President of Finance/BOD Member Member of Board of Directors (1994-1998). Assumed a temporary operating role as CFO and VP-Finance for 18 months after resignation of President. Transitioned in a new CEO and CFO in 1998 before leaving. Coordinated financial compliance with Federal Acquisition Regulations (FAR) and successfully developed cost reimbursement rates for cost plus development contracts. ADVANI, FORTIER & PATTON, LLC 1994 – 1999 Managing Director REMSEN PARTNERS 1992 – 1993 Financial Executive in Residence ERNST & YOUNG 1976 – 1991 Audit Partner (Entrepreneurial & High Technology Services Division) E DUCATION/ PROFESSIONAL CERTIFICATIONS BUCKNELL UNIVERSITY, Lewisburg, PA Bachelor of Science Degree in Accounting (1976) Certified Public Accountant (1979) OTHER QUAKER VALLEY SCHOOL DISTRICT, Sewickley, PA School Director (1995 – 2006) Public Board experience. Treasurer, Chairman of Finance and Personnel Committees. Led successful search for new superintendent in 2006. Coordinated a number of bond refinancings with local bankers.
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