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Reviews for CFO-Multi-Unit-Private-Equity-in-Dallas-Ft-Worth-TX-Resume-Tom-Jewell
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Date Created: 12/22/15
TOM JEWELL, CGMA, MBA & CPA CHIEF FINANCIAL OFFICER (CFO) Grapevine, TX 76051 817.915.7943 firstname.lastname@example.org http://www.linkedin.com/in/tomjewell Chief Financial Officer with significant executive leadership, strategic planning, business valuation, operational analysis, financial planning and analysis, cost analysis, pricing analysis, forecasting and business transformation experiences. Experience partnering with operations, sales, marketing, and merchandising to identify opportunities, drive sales and profit growth, optimize cost, improve cash flows, optimize decision support and reduce non-strategic cost. Achievements Summary Improved EBITDA $7MM (60%) and Cash Flows $18MM (45%). Improved Sales $680MM (14% CAGR) and Profits $268MM (14% CAGR). Led Supply Chain Optimization Initiative generating incremental sales of $700MM. Areas of Expertise Revenue Growth Strategic Planning / Execution Financial Leadership Executive Leadership Private Equity Ownership Business Partner Cash Forecasting Turnarounds / Start-ups Financial Forecasting Merchandise Planning Retail AR Factoring Chief Financial Officer (CFO) Career Summary BUTLER & HOSCH, P.A., Dallas, TX and Orlando, FL 2011 – Present $50MM Legal Services firm providing foreclosure, litigation, bankruptcy, title and default services to major financial institutions. Hired by Managing Partner to implement AR factoring agreement, enhance financial processes, implement cash forecasting best practices and enhance budget process. Vice-President of Budgeting and Controller (Shared Services) Managed Bank Relationship, Cash Requirements and Factoring Arrangement to optimize cash flows during period of dramatic changes in default services industry. Implemented enhanced procedures to improve receivables collections, cash forecast process, cash availability, reduce un-approved litigation fees and enhance budget and forecast process (11 entities). LTJ FINANCIAL CONSULTING, Grapevine, TX 2009 – Present Business Modeling and Funding Analysis for start-up technology entity. Prepared FDIC failed institution Due Diligence documentation, tax returns and fraud investigations. Performed Interim Services accounting for $175MM Loan Portfolio (500 Loans) assumed by FDIC. CUSTOM BILT HOLDINGS, LLC, Chino, CA 2010 – 2010 $40MM Solar & Metal Roofing Family Owned Manufacturer with 9 branches, 100 employees purchased by Private Equity (PE). Hired by PE to lead transition to PE ownership and initiate exit of President. CFO (Chief Financial Officer) and COO (Chief Operations Officer) Enhanced management reporting, accounting controls and cash flow projections. Managed Cash, Borrowing Base and Covenants reducing loan requirements by $2MM (20%). Established supply chain product line utilization reports reducing inventories $2MM and significantly reducing Slit Coil inventories. Completed MAS 200 Conversion. TOM JEWELL email@example.com 817.915.7943 THE PICTURE PEOPLE INC. - Plano, TX 2007 – 2009 $120MM Private Equity (PE) Owned Photography Studio Chain (acquired in 2005) with 175 studios and 2,300 employees. Hired by PE to be Business Partner to CEO. Chief Financial Officer (CFO) Improved EBITDA $7MM (60%) during difficult economic conditions. Efforts focused on enhanced marketing, training, product offerings, optimizing labor utilization and implementing multiple cost saving programs. Achieved sixteen (16) consecutive months of double-digit studio sales gains. Improved Cash Flows $18MM (45%) by optimizing supply chain costs, inventory purchases, payment terms, receivable collections, labor planning and inventory utilization. Completed 2005, 2006, 2007 and 2008 audits, addressed audit issues and brought books and records current. Directed Accounting System Conversion to Great Plains. Negotiated property, casualty and fiduciary insurance coverage reducing risk. Saved $600k (25%). RADIOSHACK (RS) CORPORATION - Fort Worth, TX 2001 – 2006 $5B Consumer Electronics, Wireless Retailer and Franchisor with 6,000 Stores and 34,000 employees. Hired as first Financial Planning and Analysis (FP&A) Director supporting newly created Organizational Structure focused on aggressively driving Merchandise Programs. Sr. Director, Wireless Merchandise Planning Led formation of Merchandise Planning organization, Retek Merchandise Planning System implementation, Change Management process and Supply Chain Optimization Initiatives. Provided strategic financial leadership, Wireless Industry Analysis and SEC reporting for SBU generating Sales Growth of $680MM (14% CAGR) and Profit Growth of $268MM (14% CAGR) from 2000 – 2004. Led Strategic Analysis of Carrier Contract Negotiations generating $40MM incremental annual profits. Utilized Customer Lifetime Value (CLV) Metrics negotiating incremental commissions. Led strategic development, analysis and approval of Value Added Wireless Accessory Marketing Program generating $35MM incremental annual profit. Led Strategic Financial Analysis and reporting of $100MM RadioShack.com Business Case securing Board Approval to enhance the RadioShack.com Platform and expand web-based product offerings. VERIZON COMMUNICATIONS (GTE) - Dallas, TX 1990 – 2001 $97B Telecom, Video and Internet Service provider with 239,000 employees. VERIZON COMMUNICATIONS (GTE) - Dallas, TX 1990 – 2001 Manager, FP&A (Video, Third Party Sales and Supply Chain Business Units) Strategic Financial Leadership SME for development of Supply Chain Optimization Outsourcing Initiative Business Case generating Incremental Revenues of $700 MM (+250%). Business Partner to Video VP / GM, Market VPs and Marketing VPs for Video Start-up Business Unit. Revenues grew to $69MM and 128k subscribers. Led weekly reviews of KPI performance driving improved results. Directed analysis of Merger Integration Accountability Plans for Contel Material Management and Bell Atlantic Mergers ensuring realization of Merger Integration savings. Business Partner to DirecTV VP/ GM. Led Business Valuation of DirecTV Resale Agreement, E- Commerce and Advertising New Business Development Initiatives generating $5MM of incremental revenues. Managed financial Integration of MMDS Acquisition and Digital upgrade. Led Financial Modeling of Video Business Unit Divestiture teaming with M&A team and Investment Bankers resulting in sale of Video Business Units. TOM JEWELL firstname.lastname@example.org 817.915.7943 PEPSICO, INC . RJR – NABISCO, HEUBLEIN) , Dallas, TX and Louisville, KY 1982- 1990 Kentucky Fried Chicken (KFC) Regional FP&A Manager and Operations Manager Trainee Managed restaurant strategic plans, operating plans, forecasts, business reviews and accounting inquiries for 900 store Restaurant Operating Division. Achieved top sales growth in company. Served as Strategic Partner to Operations Director and Five (5) Operations Managers driving sales growth and profit improvement through Financial Planning and Analysis (FP&A), store level reviews, supply chain optimization and management of food and labor costs versus optimal cost. Completed six month Operations Manager training program. Internal Audit Manager / Senior Internal Auditor – KFC USA Directed domestic retail and franchised restaurant Operational Audits. Project assignments included business reviews of Holland, Germany and Switzerland operations and an Acquisition Audit for Franchised Operations in Malaysia and Singapore. Audited corporate exposure in RE&C, advertising, marketing and supply chain areas. Senior Financial Analyst – KFC Acquisitions and Divestitures Performed Business Valuations for Acquisitions / Divestitures of company-owned restaurants. DELOITTE, LLP, Louisville, KY 1978-1982 EDUCATION / CERTIFICATION Certified Public Accountant CGMA (Chartered Global Management Accountant) MBA, Finance Bellarmine University - Louisville, KY BBA, Accounting Marshall University - Huntington, WV AFFILIATIONS Financial Executives International (FEI) Dallas Chapter American Institute of Certified Public Accountants (CPAs) Kentucky Society of Certified Public Accountants (CPAs) Colonel - Honorary Order of Kentucky Colonels Crowne Plaza Colonial Volunteer
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