My diverse experiences provide me with a unique and complex view of corporate financial plan development:

  • CFO LEADERSHIP Roles

  • GAAP Financial Statements - Management and Reporting

  • Performance Improvement

  • Key Performance Indicator and Flash reports

  • CONSTRUCTION Financing

  • bond issuance

  • GAAP Accounting Research  (Yes, I spent a year reading pronouncements)

MY RESUME

Executive Summary

Financial executive with extensive strategic knowledge. Experiences include small, mid and large multi-national
organizations in financial services, healthcare, manufacturing and distribution industries. Key contributions are
building sustainable, data focused organizations: Operational reports and analyses, planning models and key
performance indicators which align management information with overall strategy. Strong leadership capability
to guide senior management, teams and peers toward successful outcomes.

Skill Set

  • Financial Strategy & Leadership
  • Financial Reporting (GAAP)
  • Employee Engagement and Development
  • Financial Modeling & Planning
  • Board Communications
  • Financial Analysis
  • Cash Flow Management
  • Systems Implementation
  • Project Management
  • Due Diligence
  • Strategy Development and Deployment
  • Valuations

PROFESSIONAL HISTORY

CFO 2014 – 2017      Bethesda Rehab & Senior Care

  • Directed all financial operations within organization.
  • Led organization through merger due diligence process, resulting in completion of merger within expected timeframe.
  • Integral member of exploratory committee to evaluate the feasibility of merging.
  • Created financial modeling and financial communications for board evaluation of merger.
  • Managed all aspects of issuance of $7.5M IFA Bond, resulting in financing of campus redevelopment project.
  • Directed and Managed $5.5M campus construction budget, resulting in repositioning of organization for post-acute rehabilitation services.
  • Developed and managed all construction and project accounting and reporting, resulting in effective communications to leadership and board of construction budget and timeline.
  • Restructured financial reporting and budgeting process, resulting in improved efficiencies and greater financial understanding among leadership team and department directors.

ADJUNCT FACULTY 2014      Kendall College

  • Taught summer courses in Management Accounting and Revenue Management.

PARTNER 1993 – Present      HANZON SOLUTIONS, LLC


CFO/CONTROLLER - MANUFACTURER

  • Member of the organization’s Leadership team.
  • Led strategic discussions resulting in new brand formation resulting in 30% increase in revenue.
  • Developed and monitored cash management and forecasting system, allowing for the effective management of 40% top line growth.
  • Created comprehensive monthly reporting package resulting in proactive decisions-making.
  • Developed key financial measurements for all aspect of business, allowing executives quick and
  • summarized dashboard of performance metrics.
  • Developed complete planning and analyses process, improving management ability to execute
  • decisions in line with stated strategy.
  • Mentored and coached junior team members in Finance department.
  • Implemented management work flow resulting in effective reporting of goals and strategy.

MANAGING DIRECTOR - CONSULTING

  • Partnered with C-level owner-operators on developing strategies to align business goals with personal goals.
  • Created extensive financial models for acquisitions/sales, resulting in successful implementation of strategies.
  • Implemented processes and procedures to prepare companies for sale, identifying opportunities for improvement which increased valuation.
  • Implemented system for firm with international payments systems, allowing for effective global contracts and effective international tax compliance.

CONSULTANT - HEALTHCARE

  • Integral member of performance improvement steering committee, comprised of board members, C-level and directors, resulting in successful implementation of process changes.
  • Liaison between all improvement teams and outside consultant, influencing behavior during time of significant transformation.
  • Led improvement teams with average of 8 members on each team.
  • Designated ERP system implementation subject matter expert, resulting in efficient deployment while effectively performing day-to-day operations.
  • Financial reporting manager of team of 5 for all daily, monthly and annual financial operations activities.

CONSULTANT – BANKING, DISTRIBUTION, VARIOUS

  • Financial specialist in large banking organization, reporting to chief accounting officer; developed system to identify and report key items affecting the monthly financials prior to close.
  • Financial manager for subsidiary of large, well-known healthcare organization.
  • Consulting team member which carved out financials of merged organization.
  • Financial manager for mid-market manufacturer, implemented new ERP system.
  • Team lead on activity-based costing model creation for fortune 500 distribution subsidiary.
  • Financial manager mid-market retail organization.

All photography provided by Jared Chambers