Stephen M. McGrory, Sr.
Founder and Managing Partner at Ironhorse, LLC- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Certified Treasury Professional
Association for Financial Professionals
Experience
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Ironhorse, LLC
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United States
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Financial Services
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1 - 100 Employee
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Founder and Managing Partner
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Jan 2012 - Present
Management (CFO) Consulting:Ironhorse LLC utilizes our vast experience to optimize organizations in the following areas:Provide transactional guidance for both buy and sell side engagements in Small Business & Mid Market sector / support financial statement audit preparation, including those for initial engagements / working capital & liquidity management including A/P outsourcing, A/R automation / credit facility restructure, refinance and renegotiation of terms / covenant compliance validation in support of financial reporting requirements / collaborative operational & financial (metric) dashboard creation / general business process improvement, standardization & optimization. Commercial Capital Sourcing & Utilization:Ironhorse LLC is comprised of former accomplished Bankers, CFO’s & Financial Managers – we have owned businesses and know first-hand how critical it is to have adequate capital to operate and grow a business.We operate Ironhorse with purpose and within a culture of honor to represent our clients with integrity and a sense of service. We are committed to understand our clients business, requirements and to secure the most advantageous financial solution.For entities in need of capital or have a requirement to restructure existing facilities, we are honored to work with you to obtain the the most advantageous financing for your business, for the following: Venture Capital / Private Equity / Business Loans & Working Capital / Unsecured Business Lines of Credit / Business Acquisition & Franchise Financing / Accounts Receivable Financing & Factoring / Asset Based Financing / Purchase Order Financing / Commercial Real Estate & Ground Up Construction / Equipment Leasing & Financing
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Aquinas College, Nashville, TN
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United States
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Higher Education
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1 - 100 Employee
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Vice President for Finance and Administration (Interim)
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Oct 2014 - Dec 2015
Served as an Interim Senior Administrator overseeing the strategic, non-academic functions of the College - providing appropriate guidance to accelerate the process of becoming a traditional 4 year residential College. Supervised, evaluated, standardized and optimized all business and financial operations and current/out year financial planning for the College. Monetized and oversaw initial implementation of the Aquinas College strategic plan. Lead effort to structure & secure credit facility to finance phase 1 construction of 90 bed residence hall.Effectively managed working capital and optimized the cash management structure for domestic and (newly established) international bank accounts.Established and ensured adherence to financial benchmarks, conducted financial analysis at departmental and institutional levels to proactively monitor operational performance and ensure compliance from an institutional effectiveness standpoint.Developed and maintained control systems to ensure accountability and sustainable operating margins. Established and managed the budget cycle, instituted accounting close out procedures, successfully oversaw FY 2014 & FY 2015 audit efforts and established internal and external reporting standards.Assessed investment activity and the management of College endowment and lead effort to transfer to best alternative & transfer funds to successor firm. Supervised physical facility operations including safety, security and grounds.Exercised leadership and oversight of the College's information technology.Oversaw College faculty & staff on boarding process.Oversaw HR functions, payroll, employee support programs, benefits and 403(b) Plan.Ensured compliance with state and federal regulations / Title IX Coordinator.Lead dilligence efforts to launch NAIA athletics in Fall 2016.
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ESP, LLC
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Defense and Space Manufacturing
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1 - 100 Employee
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Consultant & Advisor
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2012 - 2014
Project Lead for Corporate Development, cross-functional acquisitions and integration team. Successfully examine candidate firms using precedent transactions and financial modeling while maintaining an in-depth understanding of present market conditions. Work special audit and legal projects as required as well as general projects to gain efficiencies. Apply historic knowledge of company and effectively engage Government regulators and professional firms accordingly.
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Chief Financial Officer
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2004 - 2012
Key member of senior management team directing daily financial operations ($250MM - 1500 FTE) as the Chief Financial Officer of the leading Army C4ISR, Logistics, Readiness, System Integration and Project Management DoD Contractor in the United States. Overall accountable for strategic planning, forecasting, cash flow management, financial reporting, audit and general accounting, treasury, tax and risk management. Principal member of transaction and integration team responsible for the multi-year process of realizing recapitalization and sale of company to a private equity firm in 2011. Assembled a diverse team of 12 direct reports and provided direction, leadership and coaching as required.Researched current trends for government procedures and regulations including FAR and CAS. Managed cash position and ensure achievement of cash flow requirements, making appropriate short-term investment and borrowing decisions. Managed domestic banking, financial and professional partner relationships, preparing communications and reports on treasury and financial-related activities on a regular basis to appropriate stakeholders. Built and staffed wholly owned financial services and travel subsidiary from the ground up. This included HR, Investment Advisory and Travel Agent functions while ensuring compliance in all areas (NASD, IRS and ARC). Subsidiary realized profitability within two years.
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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VP Global Treasury
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2003 - 2004
Client Executive*Strategic Treasury Consulting*Outsourcing Solutions of non-core Functions to Domestic Subs of Multinational Corporations. *Project Management and Product Implementation*Relationship Management and Business Development*Cross Functional Group Coordination*Budget Oversight Client Executive*Strategic Treasury Consulting*Outsourcing Solutions of non-core Functions to Domestic Subs of Multinational Corporations. *Project Management and Product Implementation*Relationship Management and Business Development*Cross Functional Group Coordination*Budget Oversight
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SEB
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Sweden
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Banking
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700 & Above Employee
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VP Merchant Banking
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2000 - 2003
Client Executive*Trade Finance*Foreign Exchange/Trading*Treasury Management-Certified Treasury Professional*Leasing *Asset Back Securitization*Credit/Capital Allocation*Manage Portfolio Return on Required Capital*Relationship Management and Business Development Client Executive*Trade Finance*Foreign Exchange/Trading*Treasury Management-Certified Treasury Professional*Leasing *Asset Back Securitization*Credit/Capital Allocation*Manage Portfolio Return on Required Capital*Relationship Management and Business Development
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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AVP/VP Global Treasury Solutions
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Jan 1994 - Jan 2000
Global Account Manager*Treasury and Working Capital Management for Fortune 50 Multi Nationals - Certified Treasury Professional*Project Management and Implementation*Private Banking - Certified Financial Professional*Series 7 Class Instructor*Relationship Management and Business Development*Chase NJ Startup Team Global Account Manager*Treasury and Working Capital Management for Fortune 50 Multi Nationals - Certified Treasury Professional*Project Management and Implementation*Private Banking - Certified Financial Professional*Series 7 Class Instructor*Relationship Management and Business Development*Chase NJ Startup Team
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United States Air Force
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United States
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Defense and Space Manufacturing
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700 & Above Employee
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Operations Officer
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Jun 1989 - May 1996
Active and Reserve Duty Active and Reserve Duty
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Citi
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United States
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Financial Services
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700 & Above Employee
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AVP Corporate Banking
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1990 - 1994
Corporate Banker*Credit Analysis - Formal Credit Training *Investment Management - Series 7, 6 & 63*Cash Management*Trade Finance*Relationship Management and Business Development Corporate Banker*Credit Analysis - Formal Credit Training *Investment Management - Series 7, 6 & 63*Cash Management*Trade Finance*Relationship Management and Business Development
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Education
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1987 - 1989
Rutgers University-New Brunswick
Bachelor of Arts - BA, Economics -
1994 - 1996
New York University
Master of Business Administration (M.B.A.), Finance
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