Chief Financial Officer Resume
|Desired Industry: Information Technology
|Desired Job Location: Norwalk, Connecticut
||Date Posted: 4/20/2020
|Type of Position: Full-Time Permanent
||U.S. Work Authorization: Yes
|Job Level: Executive (President, VP, CEO)
||Willing to Travel:
|Highest Degree Attained: MBA
||Willing to Relocate: Yes
Chief Financial Officer / Head of Strategy
Entrepreneur, strategist, and investor with extensive experience in global capital markets, strategic planning, financial planning.
Investment, finance, management consulting, technology, and operations background.
Effective leader and valued team player with excellent inter-personal skills.
CPG E-Shopping Startup, Norwalk, CT 2019 Present
Founder & CEO
Building an aggregated e-shopping solution across multiple online stores providing a trusted product recommendation engine, broader product selection, and multiple-product single-decision savings to consumers and enhancing access to shoppers for brands and retailers.
Developed business plan, assembled team including technology professionals offshore, created product design; exploring alternatives to build and monetize product.
Discovery Capital, a global multi-strategy hedge fund, $15B peak assets under management, Norwalk, CT 2008 2019
Senior Analyst, Partner
Made private direct investments in mid-market companies. Performed business, legal, tax due diligence, valuation analysis, structured investments across capital structure, negotiated with sellers and management. Managed portfolio companies, developed business plans, monitored performance, hired and compensated Senior Management, secured financing, initiated restructurings, exited positions. Partner in the private fund since 2012.
o Revamped proactively managerial and regulatory reporting and excelled heightened regulatory requirements by the SEC post financial crisis.
o Elected to two portfolio company boards with primary responsibilities of strategy and F&A oversight, initiated a successful restructuring with a CEO change in one of the companies, initiated successful sale processes for both companies; took the lead role in one company sale acting as the sole M&A banker.
Transitioned to investing in Public Equities starting in 2012. Performed deep fundamental analyses, made investment recommendations to firms sole CIO and founder, managed portfolio of recommended positions, regularly interacted with and made recommendations to C-level executives including those of Fortune 500 companies. Invested in multiple sectors including consumer, business services, industrials, financial services, real estate, software, proteins, commodities and geographies including Developed and Emerging Markets.
o Achieved positive P&L in six out of seven years with best-in-class returns.
Managed teams of investment consultants; recruited and mentored interns and full-time employees.
The Boston Consulting Group, New York, NY 2005 2008
Advised Fortune 100 clients on strategic and operational opportunities across banking, insurance, energy, information services, and government sectors. Performed industry analyses, competitive research and benchmarking, market segmentation, financial modelling, segment profitability & portfolio management, operational planning, technology selection, government tax incentives planning.
Capital One Services, Inc, Richmond, VA Pre-MBA
Financial Analyst & Senior Operations Analyst, Risk Operations
Performed budgeting & forecasting, monthly reporting and presentations to Senior Management in Risk Finance Department. Initiated transfer to Operations Department to develop segmentation and statistics-based strategies, products, marketing tools, and lead cross-functional teams to implement solutions. Promoted to Sr. Operations Analyst.
o Instituted new forecasting methodology for a $500M department increasing forecasting accuracy by 21
o Created and implemented new products and marketing resulting in profit increase of $25M per year.
The Wharton School, U of Pennsylvania, Philadelphia, PA, MBA, Directors List (top 10f class) in each semester INSEAD, Fontainebleau, France Exchange Program from Wharton
Furman University, Greenville, SC BA, Economics, Computer Science minor, GPA 3.98/4.00
Investing: Fundamental Analysis, Valuation Analysis, Due Diligence, Structuring Investments, Multi-party Negotiations, Public & Private Equity, Developed and Emerging Markets.
Strategy: Strategic Planning, Market Sizing, Competitive Benchmarking, Market Segmentation, Process Design & Improvement, Growth & Expansion Strategies, Cost Management Strategies.
Finance: Financial Planning & Modelling, Financial Analysis & Reporting, Budget Forecasting & Variance Analysis, Managerial Accounting, Risk Management, Capital Structures, Analytics, Fund Raising.
Entrepreneurship: Strategic Leadership, Team Building, Business Plan Development, Self-Starter, Tenacity, Management, Communication, Problem Solving.
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