Experience

Caine & Weiner
• United States
• Financial Services
• 100 - 200 Employee
• CFO

  • Feb 2015 - Present


Columbia Ultimate

• United States
• Software Development
• 1 - 100 Employee

• Product Strategist

  • May 2012 - Feb 2015

  Lead the strategic development of Columbia Ultimate's product line encompassing innovative features and improved performance. Lead the strategic development of Columbia Ultimate's product line encompassing innovative features and improved performance.



Nationwide Recovery Systems

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• CFO / CIO, PRESIDENT

  • Jan 1991 - Jul 2011

  Debt collection agency responsible for collecting delinquent accounts.; Oversaw day-to-day operations supporting financial, IT, and strategic management activities. Accountable for P&L performance, strategic planning and execution, finance and accounting, IT functions, process improvements, and customer / employee relations. Negotiated, purchased, and raised capital for acquisition. Selected Achievements $2.5 million in capital raised and completed acquisition of a niche financial… Show more Debt collection agency responsible for collecting delinquent accounts.; Oversaw day-to-day operations supporting financial, IT, and strategic management activities. Accountable for P&L performance, strategic planning and execution, finance and accounting, IT functions, process improvements, and customer / employee relations. Negotiated, purchased, and raised capital for acquisition. Selected Achievements $2.5 million in capital raised and completed acquisition of a niche financial services business at four times its value (four multiplier) representing approximately 33% below a typical financial investment. Reduced man-hours by 21% and processing costs by 5% by developing and implementing an invoice data collection and retention program to improve regulatory compliance and account management functions. 23%+ decrease in mailing costs achieved by selecting, negotiating, and implementing an outsource solution to track and manage the handling of 100,000 letters per month. Eliminated hundreds of thousands of financial errors and solidified customer relationships by launching a new, cost-effective integrated financial tracking program. Achieved 100% consistency in business operations and met SAS 70 audit compliance requirements by devising and executing firm's first policies and procedures for use company-wide. 50%+ in overhead reductions attained by working closely with operations heads to identify and secure cost-saving opportunities to outsource business functions. Lowered settle times by 40%+ and costs related to followup calls by integrating technology and business solutions that resulted in 83% reduction in bank processing costs while eliminating wire fees for debtors. Nationwide Recovery Systems, Continued. 100%+ boost in agency revenues in four years accomplished through post negotiation and acquisition of agency that allowed for penetration into health care market. Show less Debt collection agency responsible for collecting delinquent accounts.; Oversaw day-to-day operations supporting financial, IT, and strategic management activities. Accountable for P&L performance, strategic planning and execution, finance and accounting, IT functions, process improvements, and customer / employee relations. Negotiated, purchased, and raised capital for acquisition. Selected Achievements $2.5 million in capital raised and completed acquisition of a niche financial… Show more Debt collection agency responsible for collecting delinquent accounts.; Oversaw day-to-day operations supporting financial, IT, and strategic management activities. Accountable for P&L performance, strategic planning and execution, finance and accounting, IT functions, process improvements, and customer / employee relations. Negotiated, purchased, and raised capital for acquisition. Selected Achievements $2.5 million in capital raised and completed acquisition of a niche financial services business at four times its value (four multiplier) representing approximately 33% below a typical financial investment. Reduced man-hours by 21% and processing costs by 5% by developing and implementing an invoice data collection and retention program to improve regulatory compliance and account management functions. 23%+ decrease in mailing costs achieved by selecting, negotiating, and implementing an outsource solution to track and manage the handling of 100,000 letters per month. Eliminated hundreds of thousands of financial errors and solidified customer relationships by launching a new, cost-effective integrated financial tracking program. Achieved 100% consistency in business operations and met SAS 70 audit compliance requirements by devising and executing firm's first policies and procedures for use company-wide. 50%+ in overhead reductions attained by working closely with operations heads to identify and secure cost-saving opportunities to outsource business functions. Lowered settle times by 40%+ and costs related to followup calls by integrating technology and business solutions that resulted in 83% reduction in bank processing costs while eliminating wire fees for debtors. Nationwide Recovery Systems, Continued. 100%+ boost in agency revenues in four years accomplished through post negotiation and acquisition of agency that allowed for penetration into health care market. Show less



SIGNATURE BROADCASTING COMPANY

• CFO

  • Jan 1986 - Jan 1995

  Managed all aspects of finance and accounting functions for a large radio broadcast group. Oversaw financial planning and analysis, cash management, acquisitions, debt and capital financing, budgeting / forecasting, financial reporting and compliance, asset management, taxation, and employee relations. Selected Achievements Secured $6.1+ million in capital to position company to continue development of other exiting stations through alternative lender identification and negotiation of… Show more Managed all aspects of finance and accounting functions for a large radio broadcast group. Oversaw financial planning and analysis, cash management, acquisitions, debt and capital financing, budgeting / forecasting, financial reporting and compliance, asset management, taxation, and employee relations. Selected Achievements Secured $6.1+ million in capital to position company to continue development of other exiting stations through alternative lender identification and negotiation of credit package. Raised approximately $5 million in capital and placed $8.5 million in senior debt without requirement of owner guarantees through preparation of PPM and identifying proper funding source. Show less Managed all aspects of finance and accounting functions for a large radio broadcast group. Oversaw financial planning and analysis, cash management, acquisitions, debt and capital financing, budgeting / forecasting, financial reporting and compliance, asset management, taxation, and employee relations. Selected Achievements Secured $6.1+ million in capital to position company to continue development of other exiting stations through alternative lender identification and negotiation of… Show more Managed all aspects of finance and accounting functions for a large radio broadcast group. Oversaw financial planning and analysis, cash management, acquisitions, debt and capital financing, budgeting / forecasting, financial reporting and compliance, asset management, taxation, and employee relations. Selected Achievements Secured $6.1+ million in capital to position company to continue development of other exiting stations through alternative lender identification and negotiation of credit package. Raised approximately $5 million in capital and placed $8.5 million in senior debt without requirement of owner guarantees through preparation of PPM and identifying proper funding source. Show less



ALLIED BANK OF TEXAS

• ASSISTANT VP

  • Jan 1981 - Jan 1986

  Large Houston-based banking firm.; Served as a Lending Officer responsible for tracking and managing a $100 million loan portfolio supporting commercial lending and media financing efforts. Selected Achievements Approved and funded $5 million loan with warrants that generated $800,000 in additional return through negotiation of an industry loan not previously handled by the bank. $1 million default successfully resolved that was later paid in full by negotiating a creative win-win… Show more Large Houston-based banking firm.; Served as a Lending Officer responsible for tracking and managing a $100 million loan portfolio supporting commercial lending and media financing efforts. Selected Achievements Approved and funded $5 million loan with warrants that generated $800,000 in additional return through negotiation of an industry loan not previously handled by the bank. $1 million default successfully resolved that was later paid in full by negotiating a creative win-win solution to eliminate roadblocks to refinancing. Created innovative solutions to problem loans that included reconciling a mismatch of cash flow to debt amortization. Planned and coordinated efforts to structure a $25 million loan for buyout of a family broadcasting company. Show less Large Houston-based banking firm.; Served as a Lending Officer responsible for tracking and managing a $100 million loan portfolio supporting commercial lending and media financing efforts. Selected Achievements Approved and funded $5 million loan with warrants that generated $800,000 in additional return through negotiation of an industry loan not previously handled by the bank. $1 million default successfully resolved that was later paid in full by negotiating a creative win-win… Show more Large Houston-based banking firm.; Served as a Lending Officer responsible for tracking and managing a $100 million loan portfolio supporting commercial lending and media financing efforts. Selected Achievements Approved and funded $5 million loan with warrants that generated $800,000 in additional return through negotiation of an industry loan not previously handled by the bank. $1 million default successfully resolved that was later paid in full by negotiating a creative win-win solution to eliminate roadblocks to refinancing. Created innovative solutions to problem loans that included reconciling a mismatch of cash flow to debt amortization. Planned and coordinated efforts to structure a $25 million loan for buyout of a family broadcasting company. Show less