Alexander Kramer

Chief Financial Officer at COSENTUS
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
  • French Limited working proficiency

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Peggy Calhoun, ACFRE

The best CFO I've EVER encountered! His eye for detail and explaining complex spreadsheets is second to none! His public speaking ability in addressing members of the Board of any institution remains outstanding!!

Kirk Porter

It has been my pleasure to work with Alexander at Cosentus. In a short amount of time Alexander identified and rectified issues with operational flow of the finances and finance team. Quickly setting in motion budget planning, AR and AP processes, and general overall direction and leadership. Thank you, Kirk Porter

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Credentials

  • IFRS Certifications in Financial Statement Reporting, Inventory, Joint Ventures, Financial Statement Consolidation
    AICPA
    Dec, 2014
    - Nov, 2024
  • OMB Single Audit (non-profit) [in process]
    AICPA

Experience

  • COSENTUS
    • United States
    • Hospitals and Health Care
    • 100 - 200 Employee
    • Chief Financial Officer
      • Sep 2021 - Apr 2022

      Health Services holding company providing B2B outsourced contracted business solutions (I.T. & RCM) to medical groups via six brands. Engaged to establish the CFO role for offshore accounting team, implement delayed ERP Financial systems, design the capital strategy, & prepare the organization for growth via acquisitions. • Completed turnaround of $5M negative performing services division via robust cost controls, identification of redundant operational expenses while maintaining top line… Show more Health Services holding company providing B2B outsourced contracted business solutions (I.T. & RCM) to medical groups via six brands. Engaged to establish the CFO role for offshore accounting team, implement delayed ERP Financial systems, design the capital strategy, & prepare the organization for growth via acquisitions. • Completed turnaround of $5M negative performing services division via robust cost controls, identification of redundant operational expenses while maintaining top line gross revenue, client retention, and cash flow. • Deployed first company-wide budget process & implemented OPEX allocations yielding improved expense analysis. • Salvaged delayed technology plan: Migration from multiple accounting systems into SAGE Intacct, Integrated other platforms improving cash flow: Invoice billing platform, Vendor credit lines, and Vendor payment administration. • Established consolidated financial reporting for complex / multiple entities and normalized EBITDA. • Developed M&A Assessment Model: Valuation (incl technology patents), deal structure, synergies, and leverage. Negotiated financial due diligence, QoE Audits, and integration. Closed first acquisition within 4 months per target. • Expanded offshore accounting team services & onboarded offshore CFO on budget, systems, reporting, M&A. Show less Health Services holding company providing B2B outsourced contracted business solutions (I.T. & RCM) to medical groups via six brands. Engaged to establish the CFO role for offshore accounting team, implement delayed ERP Financial systems, design the capital strategy, & prepare the organization for growth via acquisitions. • Completed turnaround of $5M negative performing services division via robust cost controls, identification of redundant operational expenses while maintaining top line… Show more Health Services holding company providing B2B outsourced contracted business solutions (I.T. & RCM) to medical groups via six brands. Engaged to establish the CFO role for offshore accounting team, implement delayed ERP Financial systems, design the capital strategy, & prepare the organization for growth via acquisitions. • Completed turnaround of $5M negative performing services division via robust cost controls, identification of redundant operational expenses while maintaining top line gross revenue, client retention, and cash flow. • Deployed first company-wide budget process & implemented OPEX allocations yielding improved expense analysis. • Salvaged delayed technology plan: Migration from multiple accounting systems into SAGE Intacct, Integrated other platforms improving cash flow: Invoice billing platform, Vendor credit lines, and Vendor payment administration. • Established consolidated financial reporting for complex / multiple entities and normalized EBITDA. • Developed M&A Assessment Model: Valuation (incl technology patents), deal structure, synergies, and leverage. Negotiated financial due diligence, QoE Audits, and integration. Closed first acquisition within 4 months per target. • Expanded offshore accounting team services & onboarded offshore CFO on budget, systems, reporting, M&A. Show less

  • Favor International
    • United States
    • Religious Institutions
    • 1 - 100 Employee
    • Strategic Finance Consultant
      • May 2021 - Apr 2022

      Multi-national non-profit. Interim project to strengthen the financial foundations of the organization following rapid growth and a doubling of the operating budget. Focus on funding, program budgeting, processes, and first audit. • Supervised int'l task force with USA and foreign legal & tax advisors to revise multi-entity governance docs, and alignment of financial policies. Obtained Board approval within tight timelines. • Delivered multiple operating and tax structure solutions to… Show more Multi-national non-profit. Interim project to strengthen the financial foundations of the organization following rapid growth and a doubling of the operating budget. Focus on funding, program budgeting, processes, and first audit. • Supervised int'l task force with USA and foreign legal & tax advisors to revise multi-entity governance docs, and alignment of financial policies. Obtained Board approval within tight timelines. • Delivered multiple operating and tax structure solutions to CEO regarding purchase, control, and funding utilized for foreign facilities acquired through grant and philanthropic donor funding. • Within four-months engaged new auditor and completed new-co audit following the revised organizational structure. • Achieved renewal of at-risk ECFA financial certification for non-profits during period of organizational transformation. • Performed risk assessment, benchmark, and revamped commercial risk policies taking the organization forward. Show less Multi-national non-profit. Interim project to strengthen the financial foundations of the organization following rapid growth and a doubling of the operating budget. Focus on funding, program budgeting, processes, and first audit. • Supervised int'l task force with USA and foreign legal & tax advisors to revise multi-entity governance docs, and alignment of financial policies. Obtained Board approval within tight timelines. • Delivered multiple operating and tax structure solutions to… Show more Multi-national non-profit. Interim project to strengthen the financial foundations of the organization following rapid growth and a doubling of the operating budget. Focus on funding, program budgeting, processes, and first audit. • Supervised int'l task force with USA and foreign legal & tax advisors to revise multi-entity governance docs, and alignment of financial policies. Obtained Board approval within tight timelines. • Delivered multiple operating and tax structure solutions to CEO regarding purchase, control, and funding utilized for foreign facilities acquired through grant and philanthropic donor funding. • Within four-months engaged new auditor and completed new-co audit following the revised organizational structure. • Achieved renewal of at-risk ECFA financial certification for non-profits during period of organizational transformation. • Performed risk assessment, benchmark, and revamped commercial risk policies taking the organization forward. Show less

  • The Lundquist Institute / LA BioMed
    • Greater Los Angeles Area
    • Chief Financial Officer
      • Jun 2019 - Mar 2021

      $100M clinical research, biotech business incubator, and healthcare organization. Responsible for federal grant & industry contract accounting, drug royalties, internal audit, procurement, risk management, and post award. Combined 8 research institutes, 500+ federal & industry contracts, 16 health sites. [COVID reorg] • Stabilized historically delayed HRSA Indirect Cost Reimbursement rates, favorably improving cash flow by $2M. • Established inter-departmental CAPEX team, system, and… Show more $100M clinical research, biotech business incubator, and healthcare organization. Responsible for federal grant & industry contract accounting, drug royalties, internal audit, procurement, risk management, and post award. Combined 8 research institutes, 500+ federal & industry contracts, 16 health sites. [COVID reorg] • Stabilized historically delayed HRSA Indirect Cost Reimbursement rates, favorably improving cash flow by $2M. • Established inter-departmental CAPEX team, system, and process to manage $24M for 36 projects (I.T. Data, Equipment Labs, and Facilities Modernization) mentoring from concept to funding approval. • Resolved financial roadblocks (process, compliance, policy, budget) between Division Leads and Corporate Sponsors. Leadership to assess viability, risk, and performance assumptions. Impacted $10M revenue. • Accountable for treasury & capital administration, covenants, forecast models, and compliance of multi-layered debt financing ($50M California public health bond financing, working capital, lab equipment leases, construction loans). • Supported $20M specialty health (Women & Infant Children and Recovery) across 16 facilities (clinic and outreach). • Co-led successful delivery of first Clinical Trial Management System, streamlining administration and billing for $10M industry sponsored research contracts portfolio - and expanding long-term operational capacity by over 20%. • Partnered with COO on strategy and process to spinoff $2M money losing program unit. Organized plan to CEO and Board - completed valuation and negotiated conversion to a cash flow positive revenue share agreement with a TPA. • Revamped historical royalty agreement structures: Deployed new review processes, revenue accounting & reporting. • Supported Bio-Lab Tech Transfer Incubator (30 companies), monetization of Drug Royalty agreements, and JV’s. • Remotely delivered 100% financial & program compliance audits (NIH, Sponsored, State, & financial) during COVID. Show less $100M clinical research, biotech business incubator, and healthcare organization. Responsible for federal grant & industry contract accounting, drug royalties, internal audit, procurement, risk management, and post award. Combined 8 research institutes, 500+ federal & industry contracts, 16 health sites. [COVID reorg] • Stabilized historically delayed HRSA Indirect Cost Reimbursement rates, favorably improving cash flow by $2M. • Established inter-departmental CAPEX team, system, and… Show more $100M clinical research, biotech business incubator, and healthcare organization. Responsible for federal grant & industry contract accounting, drug royalties, internal audit, procurement, risk management, and post award. Combined 8 research institutes, 500+ federal & industry contracts, 16 health sites. [COVID reorg] • Stabilized historically delayed HRSA Indirect Cost Reimbursement rates, favorably improving cash flow by $2M. • Established inter-departmental CAPEX team, system, and process to manage $24M for 36 projects (I.T. Data, Equipment Labs, and Facilities Modernization) mentoring from concept to funding approval. • Resolved financial roadblocks (process, compliance, policy, budget) between Division Leads and Corporate Sponsors. Leadership to assess viability, risk, and performance assumptions. Impacted $10M revenue. • Accountable for treasury & capital administration, covenants, forecast models, and compliance of multi-layered debt financing ($50M California public health bond financing, working capital, lab equipment leases, construction loans). • Supported $20M specialty health (Women & Infant Children and Recovery) across 16 facilities (clinic and outreach). • Co-led successful delivery of first Clinical Trial Management System, streamlining administration and billing for $10M industry sponsored research contracts portfolio - and expanding long-term operational capacity by over 20%. • Partnered with COO on strategy and process to spinoff $2M money losing program unit. Organized plan to CEO and Board - completed valuation and negotiated conversion to a cash flow positive revenue share agreement with a TPA. • Revamped historical royalty agreement structures: Deployed new review processes, revenue accounting & reporting. • Supported Bio-Lab Tech Transfer Incubator (30 companies), monetization of Drug Royalty agreements, and JV’s. • Remotely delivered 100% financial & program compliance audits (NIH, Sponsored, State, & financial) during COVID. Show less

  • Hearts Afire, Inc.
    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Board Member, Finance Committee
      • 2005 - 2020

      Founding Board member. Healthcare and disease prevention programs, including the building of the Mountain Hospital in Kenya - a level 4 facility, including maternity facility, rural clinics, HIV testing, and sustainable community programs. Founding Board member. Healthcare and disease prevention programs, including the building of the Mountain Hospital in Kenya - a level 4 facility, including maternity facility, rural clinics, HIV testing, and sustainable community programs.

  • Men's Health Foundation
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Interim Chief Financial Officer
      • Mar 2019 - Jun 2019

      Engaged to provide an assessment & detailed roadmap for integration of three entities (research, testing lab, pharmacy, and specialty health clinics) and bring in-house external accounting. Complex hybrid private / non-profit structure. • Streamlined accounting structure, processes, and policies needed to support future state vision for mission footprint. • Designed the fund accounting system criteria and migration plan for new ERP accounting platform. • Delivered accounting reports… Show more Engaged to provide an assessment & detailed roadmap for integration of three entities (research, testing lab, pharmacy, and specialty health clinics) and bring in-house external accounting. Complex hybrid private / non-profit structure. • Streamlined accounting structure, processes, and policies needed to support future state vision for mission footprint. • Designed the fund accounting system criteria and migration plan for new ERP accounting platform. • Delivered accounting reports and strategic input to program leads – and preparing fund deployment / growth. • Tasked with bringing in-house external third-party accounting of three diverse stand-alone non-profits and accounting organizational structure. Onboarded new Controller. • Deployed accounting treatment, ROI, capacity analysis, on proposed services across programs facilitating business development team’s ability to engage on $10M of new grant opportunities. Show less Engaged to provide an assessment & detailed roadmap for integration of three entities (research, testing lab, pharmacy, and specialty health clinics) and bring in-house external accounting. Complex hybrid private / non-profit structure. • Streamlined accounting structure, processes, and policies needed to support future state vision for mission footprint. • Designed the fund accounting system criteria and migration plan for new ERP accounting platform. • Delivered accounting reports… Show more Engaged to provide an assessment & detailed roadmap for integration of three entities (research, testing lab, pharmacy, and specialty health clinics) and bring in-house external accounting. Complex hybrid private / non-profit structure. • Streamlined accounting structure, processes, and policies needed to support future state vision for mission footprint. • Designed the fund accounting system criteria and migration plan for new ERP accounting platform. • Delivered accounting reports and strategic input to program leads – and preparing fund deployment / growth. • Tasked with bringing in-house external third-party accounting of three diverse stand-alone non-profits and accounting organizational structure. Onboarded new Controller. • Deployed accounting treatment, ROI, capacity analysis, on proposed services across programs facilitating business development team’s ability to engage on $10M of new grant opportunities. Show less

  • CAN Community Health
    • United States
    • Hospitals and Health Care
    • 100 - 200 Employee
    • Chief Financial Officer
      • Jan 2016 - Mar 2019

      Recruited to develop and drive strategic growth (organic and acquisition) and scale finance & accounting for this specialty ASO hybrid non-profit health center and for-profit specialty 340B pharmacy. Transformed organization from $40M to $320M expanded programs to 35+ locations across five state, six strategic revenue partners, and 12,000 patients. • Led capital markets outreach and negotiations that secured $90M capital stack from a global bank for acquisitions, balance sheet recap, real… Show more Recruited to develop and drive strategic growth (organic and acquisition) and scale finance & accounting for this specialty ASO hybrid non-profit health center and for-profit specialty 340B pharmacy. Transformed organization from $40M to $320M expanded programs to 35+ locations across five state, six strategic revenue partners, and 12,000 patients. • Led capital markets outreach and negotiations that secured $90M capital stack from a global bank for acquisitions, balance sheet recap, real estate, and a unique vendor purchasing yielding $15M EBIDA. • Improved Program Ratio from 82% to peer leading 91% via robust allocation and monitoring. • Closed two $70M acquisitions in 8 months. Negotiated acquisition valuation, buy-side terms, funding structure, led legal and financial earnings due diligence, and accounting and business integration plans. • Full Cycle Administration of Grants, Contracts, Public/Private, Strategic Revenue Partnerships, Fiscal Agent Svcs. • Maintained 100% program compliance during a period of rapid expansion; completed multiple financial audits: 340B, grant/donor, debt covenants, payer insurance, construction loans, and revenue partnership LLCs. • Established inter-departmental project teams on new programs, grant ROI assessment, funding resources, cash flow timing, and dashboards. Facilitated cost and capital models to structure clinic build vs lease decisions. • Accounting leadership that effectively scaled of accounting operations & processes and compliance initiatives. Launched 8 systems, 9 new insurance payers. Mentored accounting and billing teams from 4 to over 22. Show less Recruited to develop and drive strategic growth (organic and acquisition) and scale finance & accounting for this specialty ASO hybrid non-profit health center and for-profit specialty 340B pharmacy. Transformed organization from $40M to $320M expanded programs to 35+ locations across five state, six strategic revenue partners, and 12,000 patients. • Led capital markets outreach and negotiations that secured $90M capital stack from a global bank for acquisitions, balance sheet recap, real… Show more Recruited to develop and drive strategic growth (organic and acquisition) and scale finance & accounting for this specialty ASO hybrid non-profit health center and for-profit specialty 340B pharmacy. Transformed organization from $40M to $320M expanded programs to 35+ locations across five state, six strategic revenue partners, and 12,000 patients. • Led capital markets outreach and negotiations that secured $90M capital stack from a global bank for acquisitions, balance sheet recap, real estate, and a unique vendor purchasing yielding $15M EBIDA. • Improved Program Ratio from 82% to peer leading 91% via robust allocation and monitoring. • Closed two $70M acquisitions in 8 months. Negotiated acquisition valuation, buy-side terms, funding structure, led legal and financial earnings due diligence, and accounting and business integration plans. • Full Cycle Administration of Grants, Contracts, Public/Private, Strategic Revenue Partnerships, Fiscal Agent Svcs. • Maintained 100% program compliance during a period of rapid expansion; completed multiple financial audits: 340B, grant/donor, debt covenants, payer insurance, construction loans, and revenue partnership LLCs. • Established inter-departmental project teams on new programs, grant ROI assessment, funding resources, cash flow timing, and dashboards. Facilitated cost and capital models to structure clinic build vs lease decisions. • Accounting leadership that effectively scaled of accounting operations & processes and compliance initiatives. Launched 8 systems, 9 new insurance payers. Mentored accounting and billing teams from 4 to over 22. Show less

  • Millennium Capital Partners, LLC
    • United States
    • 1 - 100 Employee
    • Chief Financial Officer
      • Jan 2012 - Dec 2015

      Transformed several lower and middle-market name brand consumer power equipment manufacturers into market and revenue performers. Delivered strategic planning, guided investor relations, secured growth/turnaround/bridge capital, cost management, and revamped of accounting teams Stabilized accounting, contract manufacturing, global supply chain, negative trending EBITDA. • Partnership with engineering and sales teams on pricing, cost, and ROI assessments for new product lines and entry into… Show more Transformed several lower and middle-market name brand consumer power equipment manufacturers into market and revenue performers. Delivered strategic planning, guided investor relations, secured growth/turnaround/bridge capital, cost management, and revamped of accounting teams Stabilized accounting, contract manufacturing, global supply chain, negative trending EBITDA. • Partnership with engineering and sales teams on pricing, cost, and ROI assessments for new product lines and entry into new foreign markets generating sales via big-box and specialty retail dealers (Mexico, Asia, Europe). • Preparation of capital strategies, pitchbooks, market and Private Equity outreach. • Completed a reverse merger, a PIPE, and SEC compliance (accounting, audit, regulatory filings, due diligence). • Deployed working capital tools. Established distributor flooring for new vendors - and factoring programs that retained at-risk critical component assembly partners. • Completed newco audits, meeting SEC and audit compliance standards and providing legacy investor exit values. Show less Transformed several lower and middle-market name brand consumer power equipment manufacturers into market and revenue performers. Delivered strategic planning, guided investor relations, secured growth/turnaround/bridge capital, cost management, and revamped of accounting teams Stabilized accounting, contract manufacturing, global supply chain, negative trending EBITDA. • Partnership with engineering and sales teams on pricing, cost, and ROI assessments for new product lines and entry into… Show more Transformed several lower and middle-market name brand consumer power equipment manufacturers into market and revenue performers. Delivered strategic planning, guided investor relations, secured growth/turnaround/bridge capital, cost management, and revamped of accounting teams Stabilized accounting, contract manufacturing, global supply chain, negative trending EBITDA. • Partnership with engineering and sales teams on pricing, cost, and ROI assessments for new product lines and entry into new foreign markets generating sales via big-box and specialty retail dealers (Mexico, Asia, Europe). • Preparation of capital strategies, pitchbooks, market and Private Equity outreach. • Completed a reverse merger, a PIPE, and SEC compliance (accounting, audit, regulatory filings, due diligence). • Deployed working capital tools. Established distributor flooring for new vendors - and factoring programs that retained at-risk critical component assembly partners. • Completed newco audits, meeting SEC and audit compliance standards and providing legacy investor exit values. Show less

  • Venture Strategies Innovations
    • International Trade and Development
    • 1 - 100 Employee
    • VP Finance & Accounting
      • Nov 2008 - Dec 2011

      Established new in-country finance, operations, and accounting functions taking this low-cost health and drug registration and distribution non-profit organization from start-up to $40M and 13 countries. • Established all facets of accounting and in-country legal structures for international expansion strategy. Office leases, HR, in-country legal and banking presence, tax, regulations, distribution channels. • Scaled and mentored internationally based hi-performance accounting teams… Show more Established new in-country finance, operations, and accounting functions taking this low-cost health and drug registration and distribution non-profit organization from start-up to $40M and 13 countries. • Established all facets of accounting and in-country legal structures for international expansion strategy. Office leases, HR, in-country legal and banking presence, tax, regulations, distribution channels. • Scaled and mentored internationally based hi-performance accounting teams that delivered in-country financial services and compliance support. Engaged strategic partners & boards and implemented new policies. • Spearheaded conversion to ERP accounting systems addressing Fund, GAAP, A133, GASB, and IFRS accounting standards, challenging in-country regulations, and meet timely accounting closes. • Financial oversight for team that successfully authored grant project proposals; incorporated project costing, budgets, and project operating structures; providing $28M in program revenue streams. Show less Established new in-country finance, operations, and accounting functions taking this low-cost health and drug registration and distribution non-profit organization from start-up to $40M and 13 countries. • Established all facets of accounting and in-country legal structures for international expansion strategy. Office leases, HR, in-country legal and banking presence, tax, regulations, distribution channels. • Scaled and mentored internationally based hi-performance accounting teams… Show more Established new in-country finance, operations, and accounting functions taking this low-cost health and drug registration and distribution non-profit organization from start-up to $40M and 13 countries. • Established all facets of accounting and in-country legal structures for international expansion strategy. Office leases, HR, in-country legal and banking presence, tax, regulations, distribution channels. • Scaled and mentored internationally based hi-performance accounting teams that delivered in-country financial services and compliance support. Engaged strategic partners & boards and implemented new policies. • Spearheaded conversion to ERP accounting systems addressing Fund, GAAP, A133, GASB, and IFRS accounting standards, challenging in-country regulations, and meet timely accounting closes. • Financial oversight for team that successfully authored grant project proposals; incorporated project costing, budgets, and project operating structures; providing $28M in program revenue streams. Show less

  • UWD, Inc.
    • Tacoma, WA
    • CFO
      • 2005 - 2008

      Tasked with scaling up accounting operations and preparing the company for growth and capital raise for this highly respected developer in the Pacific Northwest Region with a top 10 position nationally, lite manufacturing patented products and a $165M portfolio with over 13 LLC’s. • Project Management: Led the successful implementation of capital strategy and forecasting; spearheaded GAAP and accounting set-up and provided reporting and financial planning to multiple tiers of legacy… Show more Tasked with scaling up accounting operations and preparing the company for growth and capital raise for this highly respected developer in the Pacific Northwest Region with a top 10 position nationally, lite manufacturing patented products and a $165M portfolio with over 13 LLC’s. • Project Management: Led the successful implementation of capital strategy and forecasting; spearheaded GAAP and accounting set-up and provided reporting and financial planning to multiple tiers of legacy investors across 12+ LLC’s. • Financial Leadership: Structured a $50M facility through Senior Debt and Profit Participation including the creation of Private Placement Memorandums and road-show materials for investor meetings with large financial institutions and private equity groups: provided leadership and guidance in the development and presentation of forecast models and pitch books to institutional funds. Show less Tasked with scaling up accounting operations and preparing the company for growth and capital raise for this highly respected developer in the Pacific Northwest Region with a top 10 position nationally, lite manufacturing patented products and a $165M portfolio with over 13 LLC’s. • Project Management: Led the successful implementation of capital strategy and forecasting; spearheaded GAAP and accounting set-up and provided reporting and financial planning to multiple tiers of legacy… Show more Tasked with scaling up accounting operations and preparing the company for growth and capital raise for this highly respected developer in the Pacific Northwest Region with a top 10 position nationally, lite manufacturing patented products and a $165M portfolio with over 13 LLC’s. • Project Management: Led the successful implementation of capital strategy and forecasting; spearheaded GAAP and accounting set-up and provided reporting and financial planning to multiple tiers of legacy investors across 12+ LLC’s. • Financial Leadership: Structured a $50M facility through Senior Debt and Profit Participation including the creation of Private Placement Memorandums and road-show materials for investor meetings with large financial institutions and private equity groups: provided leadership and guidance in the development and presentation of forecast models and pitch books to institutional funds. Show less

  • World Trade Center
    • Long Beach, CA
    • VP International Trade; MDCP Program Director
      • 2001 - 2004

      Led all aspects of one of WTCA’s leading global offices providing technical trade consulting services, investment attraction, and development of import/export businesses. • P&L and compliance responsibility for business unit tasked with launching & administering new trade consulting services to SME and multi-national manufacturers. Key Accomplishments: • Drove creation of $4M in new program revenue (service fee and Federal grants) through drafting of effective service proposals… Show more Led all aspects of one of WTCA’s leading global offices providing technical trade consulting services, investment attraction, and development of import/export businesses. • P&L and compliance responsibility for business unit tasked with launching & administering new trade consulting services to SME and multi-national manufacturers. Key Accomplishments: • Drove creation of $4M in new program revenue (service fee and Federal grants) through drafting of effective service proposals and delivery / oversight of services. • Collaborated with France based credit guarantor COFACE to launch new international credit guarantee product “@risk” to California businesses, forging profitable partnership with COFACE. Show less Led all aspects of one of WTCA’s leading global offices providing technical trade consulting services, investment attraction, and development of import/export businesses. • P&L and compliance responsibility for business unit tasked with launching & administering new trade consulting services to SME and multi-national manufacturers. Key Accomplishments: • Drove creation of $4M in new program revenue (service fee and Federal grants) through drafting of effective service proposals… Show more Led all aspects of one of WTCA’s leading global offices providing technical trade consulting services, investment attraction, and development of import/export businesses. • P&L and compliance responsibility for business unit tasked with launching & administering new trade consulting services to SME and multi-national manufacturers. Key Accomplishments: • Drove creation of $4M in new program revenue (service fee and Federal grants) through drafting of effective service proposals and delivery / oversight of services. • Collaborated with France based credit guarantor COFACE to launch new international credit guarantee product “@risk” to California businesses, forging profitable partnership with COFACE. Show less

  • CNH Industrial Capital
    • Italy
    • Financial Services
    • 700 & Above Employee
    • Chief Credit Officer, Latin America
      • 1999 - 2001

      Oversaw the development of corporate credit tools for a global Trade Finance portfolio ($800m, 40 countries, three product divisions) for one of the largest manufacturers of agricultural and construction equipment. • Leader for all aspects of complex financial reviews and workouts; including negotiations with dealer, coordination with sales representatives, identification and securing of enhanced financial / loan guarantees, analysis of supporting financial statements, compliance with… Show more Oversaw the development of corporate credit tools for a global Trade Finance portfolio ($800m, 40 countries, three product divisions) for one of the largest manufacturers of agricultural and construction equipment. • Leader for all aspects of complex financial reviews and workouts; including negotiations with dealer, coordination with sales representatives, identification and securing of enhanced financial / loan guarantees, analysis of supporting financial statements, compliance with agreed terms of the workout and any insurance provisions • Launched new retail credit subsidiary in Mexico meeting in-country needs to support sales initiatives. Achieved finance penetration of Case customers of 35%, two months ahead of planned goal • Implemented rural lending program in collaboration with regional Government to provide financing to low income farmers for first purchase of tractors • Helped manage "Sales Finance" team Show less Oversaw the development of corporate credit tools for a global Trade Finance portfolio ($800m, 40 countries, three product divisions) for one of the largest manufacturers of agricultural and construction equipment. • Leader for all aspects of complex financial reviews and workouts; including negotiations with dealer, coordination with sales representatives, identification and securing of enhanced financial / loan guarantees, analysis of supporting financial statements, compliance with… Show more Oversaw the development of corporate credit tools for a global Trade Finance portfolio ($800m, 40 countries, three product divisions) for one of the largest manufacturers of agricultural and construction equipment. • Leader for all aspects of complex financial reviews and workouts; including negotiations with dealer, coordination with sales representatives, identification and securing of enhanced financial / loan guarantees, analysis of supporting financial statements, compliance with agreed terms of the workout and any insurance provisions • Launched new retail credit subsidiary in Mexico meeting in-country needs to support sales initiatives. Achieved finance penetration of Case customers of 35%, two months ahead of planned goal • Implemented rural lending program in collaboration with regional Government to provide financing to low income farmers for first purchase of tractors • Helped manage "Sales Finance" team Show less

  • Honda Motor Company
    • Torrance, CA
    • Head, Trade Finance Group
      • 1994 - 1999

      Established the Trade Finance Group. Supported four export divisions and over 300 dealers with trade finance services. Established the Trade Finance Group. Supported four export divisions and over 300 dealers with trade finance services.

Education

  • Thunderbird School of Global Management
    MBA, Finance and International Management
  • Lake Forest College
    BA Economic Development & International Relations, Int'l Relations; Economic Development

Community

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