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Peter Welch, President & Founder
Peter Edward Welch is a renowned finance and teaching/training expert with over 30 years of professional experience. All throughout his professional life, he has focused on topics including, but not limited to accounting, internal audit and risk assessment, internal control, treasury and auditing. He started his career as an accountant at the British Diplomatic Service / Foreign & Commonwealth Office in London, and then held other private-sector senior accounting roles before, in 1979, moving to the USA, where he worked mostly in the above-mentioned fields of specialization. Since then, Mr. Welch has worked for various different private sector companies, including USAID and EU projects, in countries such as Botswana, Kuala Lumpur, Kenya, Bangladesh, Nigeria, Ghana, Iraq, Afghanistan/Singapore, Egypt, Georgia, Sudan, Bosnia & Herzegovina, South Africa, Japan, India, UAE, Puerto Rico and Bermuda.
As a PeopleSoft, Inc.—Professional Services Senior Consultant/Senior Curriculum Developer, his background and experience includes ERP systems including PeopleSoft Technical Boot Camp and Asset/Liability Matching. He also has relevant international experience in the public sector that includes being a Team Leader for a project in Tbilisi, Georgia working as a Fiscal Agent. Recently, in Bangladesh, Mr. Welch was engaged by USAID Consulting/GMG Management Consulting, to provide technical assistance/implement (Statement of Award Conditions) SACs in financial management, procurement, human resource, and program performance systems. He was tasked to transfer knowledge and essential skills to improve financial management, procurement, and human resource systems for the purpose of managing risk and sustainability. He has also developed an expertise with implementing USAID Compliance Procedures including USG costing, 2-CFR 230 (A-122) and A-133/ADS-591 Auditing. In 2003, under a USAID funded project, he provided technical assistance services to guide the development of process reengineering/ information (infrastructure) mapping within the local public sector municipalities. In 2009, he provided advice to the South African National Treasury within the framework of an EU-funded technical assistance project. During this mission, and in his capacity as IFRS trainer, he was responsible for the implementation of GRAP/IPSAS accounting training. Mr. Welch also worked in Georgia, under USAID, in 2002 where he taught ACCA final accounting papers, IFRS-based material, and assessed the financial sustainability and capacity of the local accounting standard setting body.
He is a Certified Trainer with the International Academy of Business and Financial Management (IABFM) and globally teaches accounting and finance certification program.
“During this period, I developed tremendous confidence in Peter’s accounting
his ability to model spreadsheets. He was consistently open to new ideas and concepts and
exercised a high degree of intellectual curiosity. I have learned from Peter; he has made a
mark on our Company.”
“Peter is an instructor who exercises due diligence in his method of teaching and carries his
class along on every aspect of the lecture. He is very versed in IFRS skills and very good at
“Peter is a great and wonderful trainer. He has a deep understanding of financial dynamics,
particularly, IFRS and very much alive in sharing his wealth of experience. He remains a
mentor and an excellent teacher always.”
“Peter Welch was engaged by the National Treasury of South Africa to teach IPSAS based
financial reporting. Peter demonstrated excellent teaching skills in delivering the training
course and was well received by both the client and the trainees. It was commented as unusual
to find anybody that clearly enjoys and embraces these accounting and technical issues. “
“Peter is a finance expert, with deep insight into domestic and international finance. Peter
is extremely charismatic, and his grasp of the issues at hand makes him a great leader. As a
fellow finance professional, I wholeheartedly endorse Peter.”
“The dedication and seriousness, with which you undertook this (interim CFO) assignment,
helped us to effectively move our “dot.com” operation into a position of financial health and
efficiency by implementing changes that streamlined and simplified our accounting practices.”
“I am writing to confirm that Mr. Peter Welch taught the Executive MBA Financial Management
course for Golden Gate University in 1999. He is an accomplished professional with extensive
knowledge of corporate finance. He received an excellent overall course evaluation from the
students at the end of the course.”
“Peter Welch has asked me to provide a reference for his teaching at Golden Gate University’s
campus in Walnut Creek, California. I was the regional dean at the time Peter taught for us
during the 1999-2000 academic year. He taught several courses in accounting and finance at
the graduate student level and did a fine job.”
Mr. Welch possesses solid managerial skills, for he served as Director of Investment Accounting for a US-based company. In this capacity, he led a team of five cross-functional managers/supervisors, delivered critical financial information to the Portfolio Managers and provided decision support to the executive committee. Following this position, he worked as CFO of an American private corporation. In this capacity, he created a finance organization, established all controls, (infrastructure) processes, analysis models, budgets and reporting procedures; he negotiated a line of credit with an ACH facility, and designed the company’s treasury/cash management model.
Mr. Welch incorporated under GlobalCFO, LLC which is expert at developing entrepreneurs and building 3-5 year business plans and cashflow projections as a prerequisite for accessing financing sources. GlobalCfo targets accounting standards compliance and theory, sound infrastructure /process mapping and COSO 2013/solid internal controls and last but not least documentation /Policy and Procedures and other manuals. Additionally interimCFO services (or Rent-a-CFO by the hour/day) are offered locally or remotely as well as training at all levels and all functions not just accounting; e.g., management and leadership skills. Pre-M&A is also offered.
Peter has chaired the International Special Interest Group of the Financial Executives Networking Group (FENG); has served on the membership, and hospitality committee of the Financial Executives Institute (FEI); and served as a board member for professional accounting bodies.
He holds a US Master’s Degree in Finance (distinction), obtained at Bentley University (USA) in 1988. During the 1973-1979 period, he studied the ACCA Professional Accounting Examinations at the London School of Accountancy (UK). The obtained academic degree is equivalent to a U.S. CPA / BSc.
WHERE COMPANIES FAIL
REALITIES OF LEADERSHIP
Additional Resources/Expertise Available...
Global Supply Chain Management
Over 20 years of experience in all aspects of global supply chains, logistics, and IT integration. he consults to companies from start-ups to multi-nationals on the need to align the Three Supply Chains – Physical, Informational, and Financial to enhance customer satisfaction and drive bottom line improvement. Assignments have taken him across the globe. He is a Member of the Global Supply Chain Management Advisory Board at the Kenan Flagler Business School at University of North Carolina, Chapel Hill, and a Member of the Society of International Business Fellows (SIBF). He speaks regularly on e-commerce and supply chain issues at conferences and universities.
Divestitures, mergers, acquisitions and turnarounds
Over 19 years of senior financial management experience in both entrepreneurial and Fortune 1000 environments. He has a well-rounded background in divestitures, mergers, acquisitions and turnarounds. He is particularly adept at managing working capital in highly leveraged environments. He has had broad experience across a wide variety of industries both in the United States and abroad. Most recently, he turned around a technology group, divesting non-performing hi-tech subsidiaries while growing through mergers and acquisitions the remaining distribution arm of the company. His experience includes implementing new accounting systems, the design of appropriate levels of internal control to manage foreign operations in accordance with US regulatory guidelines and integrating disparate business functions globally while maintaining profitability. His formal education includes a Bachelor of Commerce degree in finance and accounting from the University of Cape Town, South Africa and a Masters in Business Administration from Manchester Business School in the United Kingdom. He is both a Certified Public Accountant and a Chartered Accountant. He has lectured prospective entrepreneurs at the Small Business Administration. He speaks fluent Afrikaans and conversational Dutch.
Global project manager, advisor, consultant and financial specialist
A senior financial, business executive with 18 years experience as a domestic and global project manager, advisor, consultant and financial specialist within the areas of investment banking, corporate finance, infrastructure/commercial development, economic development, as well as country economic and financial/banking systems. His areas of expertise have crossed many industries and include banking, construction, oil & gas, telecom, transport and free-trade-zones. His experience ranged from corporate debt restructuring, corporate turnarounds, senior-level executive negotiations, crises management, mergers, acquisitions, joint ventures, strategic planning, corporate/government policy-compliance issues, cross-cultural communications, start-up operations and privatizations. He has worked in Southeast Asia, and the Middle East, as well as advising European, Russian and Asian countries on restructuring of their distressed economic and banking systems. He has also been a corporate and multinational company Board of Directors/Chairman advisor for the past 15 years. He was a key/unique member in restructuring the U.S. banking/financial system in 1989 that encompassed the largest U.S. financial government bailout since The Great Depression. He has a Masters degree from the prestigious Thunderbird University - American Graduate School of International Management in International Finance and European Studies.
Marketing and sales executive
He has, over the course of the last 25+ years, developed in-depth experience in initiating and managing business development strategies. Included are: strategic planning and market positioning, team building, service program development, solution selling, OEM and channel development. Also, worldwide marketing, sales and account development with major national and international firms, as well as start-up firms. As the Senior Global Marketing Director for a major computer manufacturer, he designed and developed several key worldwide marketing programs resulting in highly profitable revenue growth of $250M over a 2-year period. He also refocused and structured the marketing program, which in turn resulted in hundreds of millions of dollars in revenues. He has a BS/BA degree from Long Island University, and an MBA from Fordham University.
Corporate Tax Experience. Compliance, Research, Planning and audit
30 years of Corporate Tax Experience. Compliance, Research and Planning, as well as Audit. He has worked for Fortune 50 Conglomerates and in the audit area has handled various state, IRS, and CCRA (Canadian Tax), Hacienda (Mexican Tax) audits. Recently, he was the International Tax Counsel for a Massachusetts Conglomerate with 8 billion in sales and 240 foreign subsidiaries. He has lectured to Controller Conferences on the need to collect and keep documentation for audit purposes, with the shift in Corporate Philosophy from PBT (Profit Before Tax ) to one of Cash Flow the emphasis is more bottom line. He has reviewed numerous Joint Venture and Corporate contracts in regard to Transfer Pricing issues and allocation of expenses (major issues in both Canadian and Mexican audits), restructured entities, and gathered and presented documentation to get the audit results and tax objectives necessary. He is a member of the CT Bar with an LLM in Taxation.
Multilingual C.F.O. with national and international experience
An outgoing, multilingual C.F.O. with national and international experience gained with public and private companies. He has formed and managed domestic and foreign subsidiaries, and designed and implemented related tax strategies. He is fully conversant with M&A, IPO’s., external auditor interaction, SEC compliance and investor relations. He streamlines systems and procedures to provide profit and productivity improvement, cost reduction and cash flow maximization. From 1981 through 1999, he was employed by Enesco Corporation/Stanhome Inc., a $600 million NYSE worldwide consumer products company. From 1992 to 1999 he served as Corporate Controller of Enesco Corporation, and from 1988 to 1992 as Director, Business Development, and from 1981 to 1988 as Director, Internal Audit for Stanhome Inc. Earlier, he held increasingly responsible international financial positions with Alcon Labs., Johnson & Johnson and The Singer Company, located in the U.S.A. and overseas. He is an English Chartered Accountant.
Global Financial Executive experienced in telecommunications and manufacturing industries
A global Senior Financial Executive with experience in telecommunications and manufacturing industries. His experience of about 40 years encompasses organizations from multi-billion dollar to small start-ups with strengths that include developing and implementing changes to financial systems. He has been CFO of two telecommunications companies, International Controller of a direct sales firm, CFO of a manufacturing/sales joint venture in Venezuela, and Treasurer of a not-for-profit organization. He has taught undergraduate level accounting at Bergen Community College and Ramapo College in New Jersey. He has worked/lived in England, Brazil, Spain, Venezuela, Germany and Gibraltar. His education includes a Master in Business Administration from the University of Pennsylvania’s Wharton School and a Bachelor of Social Science cum laude from Fairfield University.
New market development and penetration
He holds a Ph.D., and has extensive experience in new market development and penetration; products/services development; large partners & alliances management; international projects & programs management; systems integration projects negotiations. As a Product Manager with Compaq Computer Corp, he designed, and launched performance monitoring services and database tuning services for MS Commerce Server 2000, SQL server 2000, IIS, and Windows 2000. These services consisted in defining the key parameters required to build, and operate an enterprise-class e-commerce web site. The design had to address scalability, availability, manageability, and reliability issues. When he was in Europe, he launched start up and installation services for SAP Enterprise Resources Planning systems on Intel and (DEC’s) Alpha platforms for Compaq.
Engineering turnarounds, due diligence and valuation advisor
With an MBA, CPA, he brings more than 20 years of successful experience in the software and internet delivery industries in the United States, Europe and Pacific Rim. He has spent more than 14 years in executive management roles, including engineering three successful turnarounds where profits were increased by over $25 million annually for companies whose aggregate revenues exceeded $200 million. His clients range from international Fortune 200 companies, where he advises on strategy and integration of operations, to a $120 million Private Equity Fund, where he serves as due diligence and valuation advisor. Prior to becoming a full time consultant, he spent six years as Chief Financial Officer for three venture-backed start-ups, where his presentations to Wall Street and other investment professionals raised over $50 million of equity capital. His qualifications for those roles were formed as a Division Finance Director for McGraw Hill, a $13bn publishing company, and as International Controller for a NASDAQ traded software provider. He holds professional qualifications as an “Active” CPA in the US and as a Chartered Accountant in the UK, and has nine years of Big 4 public accounting experience. He also holds an MBA from the University of Denver, and a BSc in Chemical Engineering from the University of London (UK). He has authored several articles on “Ethics” in the Financial Times and CFO magazine. He speaks French, and has worked in over 20 countries on six continents.
Valuation of all types of businesses, including professional practices and an expert witness
A Ph.D., MBA, ASA, CBA, CFE, and is an Accredited Senior Appraiser, a Certified Business Appraiser and a Certified Fraud Examiner. He has analyzed and developed evidence for numerous business related litigation matters and matrimonial disputes; his experience includes the valuation of all types of businesses, including professional practices. He has testified as an expert witness on the results of his analysis. He serves as an arbitrator for the National Association of Securities Dealers, the American Stock Exchange, and the American Arbitration Association. He has consulted to a broad spectrum of firms, including Fortune 100 companies and financial institutions, on problems in these areas and he has held senior level positions at firms in the distribution, manufacturing and service industries. He has published in major journals and has presented papers at a number of professional conferences.
International banking experience, Boards of Directors, corporate governance
Over 31 years of extensive international banking experience. More recently he has served as a director on a number of Boards of Directors and as a private consultant on matters of corporate governance. His vast experience spans assignments in Europe (7 years +), Asia (4 years) and Latin America (20 years). He has retained senior management roles in Credit and Risk Management, and Corporate/Commercial Banking where he was a Country and Regional Credit Executive, Country Manager and Regional Director for Latin America in Corporate Banking. He also retained compliance responsibilities for product conformity and internal audits of back office operations of several overseas banking locations. He is fluent in Spanish and very knowledgeable in credit and risk-management, especially in lending, foreign exchange, capital markets’ activities and risk mitigation. He has served on a number of Boards, in the health care and pension funds sectors as well as on the Fulbright Commission and the American Chamber of Commerce in Chile.
Human Capital Management
She brings more than 20+ years of experience to her role as leader of VIP Staffing & VIP Innovations. With a career that had its beginnings in business and finance, she has shown companies time and again how she can pair her knowledge of business and human capital to take organizations to the next level of success. She has earned a reputation in the Washington, D.C., area and beyond as a change agent who has analyzed and redeveloped the recruiting function for many technology companies to make it more effective and productive. In 2001, she started VIP Staffing because she believed she could show companies a better way to staff their organizations. Recently, she has expanded and opened up VIP Innovations which is a training and employee development consulting firm, focusing on delivering the Principles of High performance. Her business background, which includes nearly 10 years working in finance for NBC-TV in New York City, has instilled in her a unique drive to do more than merely place staff members in jobs. She is driven to connect companies and candidates in a way that increases productivity and improves financial outcomes for the businesses she serves. A graduate of New York University with a degree in Business Administration. She received her Human Resource Management Certification from American University.
Financial and operational restructuring
An MBA, CTP, CPA, he has 15 years of experience in the financial and operational restructuring of approximately 50 companies in both the US and Europe. His success has generally been at production, distribution, or service companies. A sampling of his success includes: 1) The restructuring of Bird Machine Company, judged one of this country’s top turnarounds in 1991 by the Turnaround Management Association. 2) Successfully taking Laser Photonics, Inc. (a publicly held company) through a Chapter 11 reorganization. 3) While working for The Recovery Group, Inc. (now TRG, Inc.) was named the project manager for USAID’s revitalization of production companies in Bosnia. 4) For Cynosure, Inc., (a dermatological laser company) prepared the company for sale, found a buyer and negotiated an agreement acceptable to the BOD. 5) Member of Sarbanes-Oxley (Section 404) implementation teams at five multinational companies. His restructuring work was preceded by 15 years as a corporate officer for start-ups to Fortune 500 companies. A CPA and CTP (Certified Turnaround Professional) and trained as an ISO9000 Lead Assessor. He holds an MBA from Loyola University and a BS in Chemistry from the University of Colorado.
Financial management in start-up, turnaround , and high growth companies
He has a distinguished executive career spanning 30 years. His experience includes general and financial management in start-up, turnaround , and high growth companies. He has developed expertise in strategic business planning and development, sales and marketing management, mergers and acquisitions, divestitures, human resources affairs, information technology, and the entire corporate finance function. His background includes International experience in a Fortune 500 Company where he coordinated the preparation of the business plans of all overseas subsidiaries. He has also functioned as a CFO and Treasurer, Recruited as President and CEO to increase the value of a couple of healthcare companies in order to attract serious buyers after previous failed attempts, he reengineered critical financial and operational segments and defined a marketing program that positioned the entities for acquisition. His formal education includes a Bachelor of Arts in Economics from Boston College and a Masters of Science in Accounting from the Graduate School of Professional Accounting Northeastern University. He has also taught various courses in the MBA, MPA, and Undergraduate programs at Suffolk University. He is a licensed CPA (Massachusetts) and a member of the Massachusetts Society of Certified Public Accountants.
Comprehensive employee benefits solutions
He has a diverse 20 year career encompassing large corporation financial management as wells as small and mid sized business accounting and financial functions. As a consulting manager, he teamed up with independent consultants to manage interim and project based engagements across industries and corporate functions. He has been working closely with small and mid size firms to implement customized employee benefits programs. By providing comprehensive employee benefits solutions – defined benefit and defined contribution pension plans, executive compensation, group health, group life, group disability insurance and employee educational workshops – clients have benefited from a customized and cohesive program. He holds an MBA degree in Finance from Pace University.
Profit disciplines to the not-for-profit sector
An executive with 25 plus years as a senior level manager. He brings for-profit disciplines to the not-for-profit sector. With 15 years in senior not-for-profit executive positions, he has assisted Board development, volunteer/staff relations, and implementation of internal controls, which supported internal and external reporting. His responsibilities have included finance, human resources, information technology, facilities and publications at various organizations, including Amnesty International, USA. He has managed implementation of FASB 116 and 117 twice, and enhanced not-for-profit budgetary processes. He is a leader in socially responsible investing, working with both investment committees of Boards and outside social responsible associations. His skills include major system project management, utilization of process flow analysis, assessing and running disaster recovery tests, domestic and international financial audits, as well as SEC reporting. He has chaired the audit committee for a life insurance company’s Board. He founded a controller consulting business, enhancing his entrepreneurial skills. At that time he was contracted to provide financial training to not-for-profit organizations, and non-financial managers. A NYS CPA has a MBA in Finance from PACE University, NY.
Marketing, sales, business ownership, and business development
An experienced entrepreneur and business operator with many years of experience in marketing, sales, business ownership, and business development. He mainly works with start up and small businesses and has an expertise in business networking and “group level” business development. In April 2003, he purchased The Small Business Network, a business networking organization, and transformed it into the most powerful networking and business development organization for small businesses in CT. He recognized the fact that owners of small businesses need a forum, a connection to resources to help them run their businesses more effectively, a connection to other serious, passionate business owners, and a referral system for new business. He also currently owns a beverage import company, and has been a partner in a medical imaging company and a sales consulting firm.
Internal control, reporting, operations, international
A financial manager with over 30 years experience in Internal control, reporting, operations, international (Pacific Rim, India), Contract management and the resolution of business issues across borders and cultures. The first phase (1966-91) of his career was with General Electric Company where he held a variety of financial management positions in corporate, international and power. During this period he lived in Hong Kong for five years while holding the position of Area Controller – Asia Pacific in addition to multiple assignments in Korea, Japan and India. He is an alumnus of the GE Financial Management Program and the GE Corporate Audit Staff. From 1991 through early 1998 he was Commercial VP for Forney Corporation in Dallas, Texas; a subsidiary of UK based Williams PLC (other affiliates include Kidde, Yale Lock, and Chubb Security). Forney is a process control systems manufacturer with a customer base in the US, PRC, Korea, India and Syria. In 1998 he was appointed CFO of PressPoint, a Global newspaper distribution start-up headquartered in New York City. >From 2000 he has operated as principal in a consulting practice with current clients including Sprague Energy (division of Axel Johnson AB, Sweden) and Edwards Systems Technology (an SPX subsidiary). He is a graduate of Fairfield University with a BS in Accounting and Northeastern with an MBA in Marketing and Finance.
Credit, treasury and risk management
He has acquired over 20 years of corporate experience in all aspects of credit, treasury and risk management by successfully tackling major assignments in such areas as finance and treasury operations, cash management, strategic planning, credit, systems enhancements as well as operating and capital budgets. He is the Managing Director for his consulting business, Working Capital Solutions, where he advises companies on finance, treasury and credit/collections issues. In his acting role as Senior Manager, Credit and Treasury for Heating Oil Partners, L.P., he is responsible for all credit, collections, cash management, banking relationships and risk management. His career started with GE Capital in their Financial Management Program (FMP), and has held key credit and treasury positions throughout his career, including Director - Credit and Treasury with B/E Aerospace, Director of Customer Financial Services with Edwards Systems Technology/SPX, and Regional Treasurer for Pirelli North America. He has a dual MBA in Finance from Quinnipiac University, a Bachelor of Science in Accounting and Management from Post University and is certified as a Certified Cash Manager (CTP) by the Association for Financial Professionals (AFP), and as a Certified Credit Executive (CCE) through the National Association of Credit Management (NACM) where he also serves on the National Board of Directors.
Wall Street experience in both commercial and investment banking
Over twenty years of Wall Street experience in both commercial and investment banking. He has had P&L responsibility managing capital assets as well as corporate staff in capital markets for Drexel Burnham Lambert, Bank of America, and Swiss Bank Corp (now UBS). He has designed capital risk models and is expert in automated solutions for Sarbanes Oxley 404 and Basel II compliance. He has held expatriate assignments in Asia and Europe, opening new markets and expanding existing ones. He has over ten years experience in private equity transactions, structured finance, interim CFO and has co-founded two successful private companies. He is a hands-on, pro-active manager that is results oriented. His strategic approach identifies issues, prioritizes and optimizes solutions, sets metrics for success, and executes while monitoring for variance. He enjoys “no room to hide” cultures where performance is transparent and meritocracy reigns. He holds a BA in Philosophy from the University of North Carolina and an MBA from Tulane University. He currently serves as a board director for two privately held life science companies and sits on the Audit Committee for both.
International finance, banking and corporate treasury
Over 25 years experience in international finance, banking and corporate treasury. He has been a full-time treasury consultant since 1993 and has completed projects for over 50 US companies ranging from small private businesses to global multinationals. He advises corporations on: Implementing best treasury practices; Improving FX policies and procedures; Rationalizing cash/banking/FX operations; Assessing needs and writing RFP’s; Diagnostic analyses of overseas treasury/financial operations; Upgrading treasury strategy and operations; In-house seminars for financial/treasury staff. Clients realize benefits such as: Centralized treasury with lower debt, interest expense, bank fees, FX risks, taxes, Identification of unrecognized FX exposures, Expert independent assessment of international treasury operations and opportunities and Treasury upgraded from transaction processing into a strategic corporate unit. He has worked for US corporate clients at business units located in Belgium, France, Germany, Ireland, Italy, Netherlands, Switzerland, UK, Mexico, Australia and elsewhere. He has managed corporate treasury benchmarking and best practice surveys, spoken at numerous treasury conferences, and writes for International Treasurer magazine. He is a UK national, London Business School graduate, and long-time US resident. He was a corporate banker at Harris Bank, Chicago and Lloyds Bank International, London/New York, then SVP & Treasurer of a global metal and oil trading group in New York managing funding, commodity/FX hedging, bank relationships, cash management, and customer credit risk.
Sarbanes-Oxley Project Manager, systems implementation, score card reporting
He is an American who has lived and worked in Europe for most of the last 20 years. He is a CPA and had a career with Ernst & Young before entering office automation with Lanier (Harris / 3M) as European CFO in Brussels. He then held various regional finance director positions for Oracle, EMEA as well as CFO for Unisys Europe. He has an in-depth understanding of the issues facing technology companies doing business in Europe and can help facilitate Trans Atlantic communication. He is more than just the numbers and has a great deal of hands on experience working with country management to manage growth and turnaround under performing operations. Of particular interest to companies expanding into Europe is his experience in systems implementation, score card reporting, cash flow management, tax strategy, etc. He has done due diligence in acquisitions and divestures and raised capital with investors and banks. He has recently completed an assignment as Sarbanes-Oxley Project Manager for Ahold.
Value-driven analysis and corresponding action plans to European and US operations, “bring order to chaos”
He has provided operational, financial and strategic support in rapidly changing environments to Fortune 100 companies in the media, consumer products and heavy engineering sectors. He has delivered value-driven analysis and corresponding action plans to European and US operations. He has spent 14 years in Europe is bilingual (French/English). His involvement in challenging business contexts is varied, from adapting the UK business model at Disney Consumer Products to implementing a Euro 15 M cost-cutting program at Alstom to managing investor relations’ crisis. He has been noted to “bring order to chaos”. He spent most recently spent 3 years at Alstom, a € 20 billion French heavy engineering company as CFO North & South America at Transport Division, Finance Director – Operations for 9 factories in Europe and VP Head of Investor Relations. He spent 8 years with Disney in Europe in many financial positions at Consumer Products and Euro Disney. Early in his career he was trained at the Chase Manhattan Bank. He has an MBA from The Wharton Business School and a BA from Northwestern University.
International Tax, Finance and Sarbanes-Oxley Leadership
Over 20 years of Corporate Tax and Finance experience at global Fortune 50 Corporations. Formerly European Vice President-Finance living in Germany and Director of Taxation for a multi-national finance organization. Foreign local tax and finance experience in Canada, Puerto Rico, England, France, Germany, and the Netherlands. Successful history dealing with tax authorities in North America and European jurisdictions. He has substantial foreign market research and development experience from a finance and tax perspective. He has developed pan-European Transfer Pricing methodologies and tax reduction strategies. Sarbanes-Oxley documentation and remediation leadership with multi-national organizations. He holds a Masters of Business Administration from Washington University in St. Louis and a Bachelor’s Degree in Accounting from St. Louis University. He is also a Certified Public Accountant.
International CFO COO Asian market experience
A senior financial and operations professional with over thirty years of experience and a Master’s degree in Finance. His background includes CFO, COO and Managing Director positions in public and private firms, along with international experience with high tech companies, primarily in the Asian market, interacting with JV partners, Asian governments and international financing institutions, managing multiple projects with complex business plans. As CFO, he provided the financial support for a $2.1 billion merger between two publicly traded companies. His experience also includes business development, mergers and acquisitions, turnaround management, debt/equity restructuring, selection, installation and implementation of software systems, interim executive positions, government accounting with DOD/DCAS audits, multi site cost accounting, start-up, SEC reporting and joint ventures.