b'SAMPLE J. CLIENT\nsamplejclient@gmail.com\nPO Box 1673 Callahan, FL 32011\n\nCell: 1.800.991.5187\nhttp:///www.linkedin.com/in/sample\nSENIOR FINANCIAL EXECUTIVE\n\nCorporate financial executive administers CFO-level operations for firms of all sizes. Analyzes acquisitions, divestitures,\nand mergers for profitability and long-term viability. Raises debt funding from traditional banks and asset-based lenders.\nDevelops plans for raising equity from venture capitalist sources and private individuals. Restructures financial\noperations to ensure legal, regulatory, and tax compliance. Savvy with startups and growth-oriented companies in\nmarkets throughout Texas.\nCore Knowledge and Skills\nStrategic Planning \xe2\x80\xa2 Financial Analysis \xe2\x80\xa2 Funding \xe2\x80\xa2 Venture Capital \xe2\x80\xa2 Senior and Subordinated Debt Sourcing\n\xe2\x80\xa2 Liquidity Projection \xe2\x80\xa2 Tax Planning and Compliance \xe2\x80\xa2 Financial Modeling & Scenario Building\nRegulatory Compliance \xe2\x80\xa2 Recruitment & Retention \xe2\x80\xa2 Executive Presentation\n\nEXECUTIVE EXPERIENCE\nIndependent Consultant\n2010\xe2\x80\x93Present\nCurtis Consulting Company, Houston, TX\nProvided critical financial analysis and forecasting to client firms in a range of industries.\n\xc2\xb7 Cash Flow Analysis: Evaluated a company\xe2\x80\x99s senior debt position on behalf of its senior lender.\n\xc2\xb7 Integration Planning: Analyzed company assuming ownership of two subsidiaries to identify operation\xe2\x80\x99s best\npractices. Performed assessments of tax position, regulatory requirements, operations, financing, and other\nissues. Presented convincing executive report to equity investors concerning viability of this investment.\n\xc2\xb7 Business Planning: Created foundation of business plan for Internet startup in conjunction with owners,\nincluding five-year plan for financing requirements. Resulted in creation of a PowerPoint deck owners used to\nsecure $5 million in first-round funding.\n\xc2\xb7 Business Planning: Structured plan for professional services firm assessing potential for amicably splitting\nbusiness into two companies. Assessed impact on contracts with current and future customers as well as cash\nflow and expenses. Executives decided to keep company intact based on projections.\nSenior Vice President, Corporate Development\n2004\xe2\x80\x932010\nMedia Masters, Rosenberg, TX\nProvided critical financial strategy on purchase, sale, and financing of large income-producing purchases in San Antonio,\nAustin, Waco, Dallas, Laredo, and Rio Grande Valley markets. Evaluated liquidity, effects on financial status of company,\ntax, and regulatory implications of each transaction. Provided due diligence for approximately 30 major transactions\nranging up to $40 million in value. Oversaw all regulatory filings, legal matters and litigation, long-range planning, and\ninvestor communications.\n\xc2\xb7 Equity Sourcing: Built models, negotiated structure, and made executive recommendations to acquire $100\nmillion from venture capitalist groups.\n\xc2\xb7 Debt Sourcing: Formed the basis for raising initial round of $30 million in senior debt, quickly followed by\nanother $110 million in nine months of negotiations with lenders.\n\xc2\xb7 Exit Strategy Design and Execution: Designed and implemented workable exit strategy including debt\nrepayment for this cash-flow-positive company. Upon market downturn in 2008, advertising programs\nuniversally decreased significantly, critically wounding the company\xe2\x80\x99s viability but maintaining cash flow. Bank\nagreed to refrain from foreclosure if management agreed to remain for two years. Resulted in equity owners\nreceiving a percentage of their ownership and 300 employees\xe2\x80\x99 ability to continue to work (headcount managed\nthrough attrition).\n\xc2\xb7 Built hundreds of models and scenarios in Excel with excellent, if conservative, predictive value.\n\xc2\xb7 Completed all facility covenant reporting.\n\xc2\xb7 Planned taxes and compliance (federal and state).\n\xc2\xb7 Restructured company balance sheet to convert subordinated debt to equity.\n\n\x0cSAMPLE J. CLIENT\n\nPAGE 2\n. . . . Executive experience continued\n\n\xc2\xb7\n\nOversaw all regulatory filings, legal matters and litigation, long-range planning, and investor communications.\n\nVice President\xe2\x80\x94Controller\n1998\xe2\x80\x932004\nITB Communications, Pearland, TX\nOversaw financial operations with CFO responsibilities in this three-station radio cluster valued at $20 million. Created\nstandardized, workable accounting systems with four direct reports.\n\xc2\xb7 Sales: Created exit strategies for particular assets subsequently sold at 700% ROI.\n\xc2\xb7 Compliance: Ensured corporation operated within compliance tolerances.\n\xc2\xb7 Accounting: Rebuilt accounting system, including monthly reporting procedures required under new credit\nagreement. Managed daily cash flow.\n\xc2\xb7 Auditing: Supervised accounting audits; selected appropriate audit firm based on company\xe2\x80\x99s smaller size,\neliminating 2/3 of annual audit costs.\n\xc2\xb7 Personnel Management: Hired additional accounting staff to increase collections, reduce debt, and eliminate\nsignificant penalties.\n\xc2\xb7 Operations Improvement: Instituted new procedures that reduced bad debt from 8% to 2%; reduced day\xe2\x80\x99s sales\noutstanding from 115 to 65.\n\xc2\xb7 Lease Renegotiation: Renegotiated leases for critical technical equipment, structuring reduced rates and\nreduced rates of increase.\n\nADDITIONAL FINANICAL MANAGEMENT EXPERTISE\nAs tax manager for Howard Stern, LP, Houston, TX, provided tax planning and reporting for companies in industries\nincluding oil, gas, manufacturing, retail, professional services, and entertainment. Developed extensive damage\ncalculations including lost profit calculations, diminution of value calculations, and losses relating to tax shelter\ninvestments. Assisted in the development of business valuation models.\nAs staff accountant with [Big Four Accounting Firm], Philadelphia, PA, prepared tax returns for individuals,\npartnerships, trusts, S corporations, and C corporations.\n\nEXECUTIVE DEVELOPMENT\nOregon State University, Corvallis, OR, Bachelor of Science, Accounting.\nPassed CPA Exam (Pennsylvania 1992; license is inactive).'