Robert E. Finn – Financial consultant, contract or on-going support. Social media and software savvy. Thirty years’ experience working across functions with people at C-level and line management.
Proven business acumen. I bring maturity and good judgement to the process.
Core Competencies – What I’m good at, what I enjoy doing.
… Budgeting and financial modelling, forecasting. Business plans to raise capital.
… Forensics, identifying anomalies in operating statements, footnotes, and contracts.
… Analysis of key operating and financial metrics.
… Process analysis for efficiency, accuracy, and compliance.
… Prospectuses and proposals that identify potential and value.
… Identifying current challenges and new opportunities.
… Building collaborative teamwork.
… Business/consulting financial experience in telecoms, media, education, advertising, not-for-profit.
Private Investor, New York, Moscow, analysis of startup investment opportunities.
Financial due diligence, market strategies and business models for companies in health care, real estate, soccer entertainment, NY fashion industry and mobile application business.
EDUCATION & PUBLISHING
Coburn Greenburg Partners, LLC, New York, Boutique Investment bank to early stage and middle market companies
… Market research, business and financial models, coached client presentations to private equity investors.
… Blue book for $150 million asset carve-out of McGraw-Hill Education services.
Dwight School, New York. www.dwight.edu, A $40 million private college preparatory school, offering the International Baccalaureate curriculum. Operations in New York, London, Seoul and Shanghai
… Financial planning and internal reporting processes for Dwight-owned international schools.
… Successfully negotiated new reporting standards with Korean and English financial directors. Financial due diligence and financial models to evaluate equity investment in private schools in Shanghai, China.
Nations Academy (Avenues, The World School), NY, http://www.avenues.org/, Private K-12 charter school
… Budgeting, Key Performance Indicators (KPIs) for operations and finance.
… Developed blue book for international investors.
SynecticsWorld, Inc. Cambridge, MA, www.synecticsworld.com, Global consultancy providing training in innovation and problem solving to the Fortune 500
… Business model and financial plan to raise private equity for migrating client-training software from the consulting group to a web-based B to B portal.
NYFIX, Inc. (acquired by NYSE Euronext), NY, Global pioneer in off-exchange electronic trading
… Forensics and Internal Audit. Analysis of a million documents, support SEC investigation of option grant anomalies.
… Analysis of revenue recognition processes and controls.
… Facilitation and coordination of external Sarbanes Oxley audit team.
ADVERTISING & PUBLIC RELATIONS
>CFO for Financial Strategy, Converseon, Inc. NY, www.converseon.com, Advertising, social media software and sentiment analytics with operations in U.S. and Scandinavia
… Reorganized finance department and operations reporting. Developed financial models and business plans for presentation to investment banks. Initiated new budgetary process and metrics for creative advertising services.
HEALTH CARE SERVICES
The Forest Hills IPA), NY, A nationwide association of licensed psychiatrists, psychologists, neuropsychologists that manages independent medical examinations and peer reviews to CIGNA and other national health insurers
… Strategies and financial models for new lines of business. Financial reporting criteria and key performance indicators. CEO coaching.
>Best Doctors, Inc. Boston, MA, www.bestdoctors.com, Research and purveyor of global medical expertise for catastrophic illness, second opinions and case management for insurers
… Internal financial controls, performance metrics, internal reporting direct to CEO.
KeySpan Energy Inc., New York, venture capital fund of major electric and gas provider to New York and Massachusetts.
… Valuation of eight energy-related venture projects. $30 million reduction in capital expense budget. Direct Report to VP Technology and CFO.
MEDIA & TELECOMMUNCATIONS
DCI Communications, United Kingdom, Wireline and prepaid card operations in U.K., Spain, Denmark and Sweden
CEO & CFO ACCOMPLISHMENTS
… Forensic research uncovered fraud by the CEO.
… Restructured financial reporting.
… Initiated company turnaround. Renegotiated contracts with suppliers.
>UTG Telecommunications, Switzerland
Switch-based long distance reseller with operations in Switzerland, Belgium and Italy
… Forensic research uncovered fraud by CEO. Assessed viability of the company for the board of directors in U.S.
… Resolved company cross functional disputes.
… Renegotiated debt with major telecom carriers. Improved operational cash flow and profitability.
VP Finance, Metromedia International Group, NY, HQ, $500 million US holding company for cable TV, radio and telecommunications in 12 countries
… Quarterly analysis of operations and budget preparation for 30 subsidiaries in Europe.
… Forensic research: Analysis of legal documentation; discovery of material formerly undisclosed related-party transactions in foreign M&A practices.
Hyannis Harbor Communications, LP, Waltham, MA, Trading company buys, sells and brokers globally, telecommunications equipment
… Operations analysis to eliminate redundant financial processes and reduce expenses.
VENTURE CAPITAL & INVESTMENT BANKING SERVICES
>Focus Partners Inc. New York, Consulting and fund raising for small and medium OTC companies
CHIEF STRATEGY OFFICER, ACCOMPLISHMENTS
… Business development, prospectuses, financial modelling and proposals for OTC companies.
ASG Companies, NY, www.asgcompanies.com, Established company provides due diligence, rates and brokers sub-prime mortgages to institutions
… Business strategies and financial models to raise capital for digital mortgage-trading platform.
>Europa Capital Corporation, New York, St. Petersburg, Russia , Privately Owned Investment Bank, evaluating investments in Russia.
SR VICE PRESIDENT, ACCOMPLISHMENTS
… Directed due diligence teams in the U.S. and Russia for private recapitalization of former state controlled companies.
>Susan James Associates, New York , Investment banking boutique to middle market companies
PARTNER AND SR VP, ACCOMPLISHMENTS
… Due Diligence and prospectus for sale of Dollar Rent A Car, Florida to Chrysler Corp.
… $100 million mortgage refinancing for supermarket properties in the Midwest U.S.
>HJM Corporation, New York, Golf course financing, building national portfolio
PARTNER AND MANAGING DIRECTOR. ACCOMPLISHMENTS
… Principal bank negotiator for mortgages and construction loans for numerous golf course properties and facilities.
… Negotiated exclusive marketing agreement with Golf Digest for use of demographics database.
Risk Management Technical Services, New York, Financial services: Hard money broker of commercial real estate mortgages, financing and development of commercial projects
VP FINANCE, ACCOMPLISHMENTS
… Apartment property analyses and negotiations with banks for sub-prime loans.
Dean Witter Reynolds, (now Morgan Stanley), New York, Retail Brokerage and equity research
REGISTERED REPRESENTATIVE. ACCOMPLISHMENTS
… Equity research, business development and sales.
>inn Properties, Boston, MA
Real estate management company
OWNER, PRESIDENT, ACCOMPLISHMENTS
… Property Remodeling and Management: twelve prime apartment properties in the Back Bay, Boston.
Apartment Renovation Company, New York, Apartment remodeling and decoration.
FOUNDER OWNER, ACCOMPLISHMENTS
… Multiple apartment properties throughout Brooklyn and Manhattan.
U.S. Air Defense Command & U.S Air Force Academy, Colorado
SECOND LIEUTENANT, ACCOMPLISHMENTS
… Defense performance measurement officer
… Budget Officer, Non-Commissioned Officer facilities.
… Columbia University, Graduate Studies in International Business and Finance
… Harvard University, BA, Economics and American History
Microsoft Excel, Word, PowerPoint, Access. Fluent French.
Improving my craft. Upping my game.
… Project Management Institute, www.pmi.org
… “Innovative Teamwork” Designed program to help teams develop new ideas and implement actionable solutions in any business setting. Based on consultant experience plus research of disciplines and tools for building engagement and trust while getting things done.
… Synectics, Inc. Cambridge MA, www.synecticsworld.com. Training seminar in creative problem solving and team productivity, building innovative teamwork and implementation of new products and processes.
… Society for Organizational Learning (SoL), MIT, Boston, MA, www.sol.org
… Private Scholarship. Studies in group behavior, internal communication and organizational renewal
… Fundamentals of Structural Thinking, Certificate, www.RobertFritz.com.
… Internal Controls: Certificate in Design and Documentation, AICPA
Personal Work Strategy
Corporate strategies are aspirational or visionary. But personal strategies are different. Without the support of generous personal strategies, organizational strategies often fail.
My personal strategy has been formed by over thirty years of working with organizations whose aspirational strategies aren’t working well, are dysfunctional or need a boost. My personal strategy has been formed too by life experience and human relationships. Like most strategies, there are a lot of moving parts that need to be nudged into place for them to be effective. These are the tenets of my personal work strategy.
… All work is about providing service
… It’s important to have a broad view of things
… Thoroughness. The devil is always in the details
… There are always collateral impacts to what we say, and then do
… Perception needs to be tempered by facts rather than opinions or beliefs
… Focus and tenacity are the greatest tools, but not ends in themselves
… Kindness is the greatest virtue