A leading professional and interim services firm, Tatum helps companies navigate critical points in the business lifecycle. Along with our partners at Randstad Professionals, Tatum offers hands-on strategic, financial and technology solutions to measurably improve business performance and meet professional and interim needs. Our four areas of capability include: · Interim finance and technology executives to fill roles for defined timeframes· End-to-end solutions where we take full ownership of a project· Staff augmentation of accounting, finance and technology professionals· Executive search using our extensive industry network

Step Up For Students administers the Florida tax credit scholarship program for low income K - 12 students. This year, more than 60,000 students received scholarships totalling more than $320 million to attend private schools. For each of the last four years, the program has grown by 25%. At Step Up For Students, I was able to improve its financial effectiveness and strength by introducing best practices from the financial services industry. Step Up For Students, an influential player in education reform, includes a substantial financial operation. Key contributions include: Credible and predictable financial results. Created and improved the financial structure, systems and internal controls for this rapidly expanding program.Building a cohesive and talented finance and accounting team with the span of skills needed to "keep the routine, routine," design and execute the development of the systems required to implement complex new programs at a fast pace, and project and plan the organization's future. When I joined the organization, there was only one accounting staff member in a clerical position.Developing effective relationships with external auditors, attorneys, bankers and other key external advisors. Contributed to the expansion of school choice by structuring and developing the governance practices of subsidiary scholarship entities in other states, serving on their board of directors and providing advice and analysis to legislators and staff developing choice programs in Florida and other states.During my leadership, Step Up For Students achieved Charity Navigator's fourth highest ranking for its public reporting practices and transparency. It is the nation's 37th largest not-for-profit organization.

Grew company from start-up to profitability by raising sufficient equity and bank funding, building a cost effective operational structure, and identifying a profitable source of undervalued A-credit quality residential mortgage loans. Company was poised and raising its next round of capital when industry turmoil undermined efforts. Built wholly-owned operational center in Manila, Philippines. By migrating many highly complex operational jobs, related staff costs were reduced by 70% from typical U.S. levels and highly rewarding jobs were created in Manila.Expanded revenues by becoming an outsource servicer to community banks. Developed proprietary software to deliver customer-branded services and provide financial institutions with real time, on-demand access to their entire portfolios, an industry first.

Member of the Executive Steering Committee, Risk Council, and Mortgage Servicing Rights Hedge Committee. Responsible for treasury, planning and analysis, financial reporting and operations, investor relations, tax planning and compliance, and capital markets finance. Instrumental in the leveraged buyout and acquisition reviews of the two companies purchased and combined to form HomeSide. Key player in obtaining third party financing and creating independent corporate structure.Successfully converted financial systems to a state of the art client server system. Automated interfaces to 26 systems were created and 450 users were trained. The conversion was completed on schedule in seven months.Coordinated and drafted public filings with underwriters and legal counsel for IPO and debt offerings. Led all discussions and correspondence with the SEC and NYSE. Created the company’s investor relations function and managed relationships with the equity analysts following stock.

Recruited to create the business structure and risk management process for Bank’s Latin American investment bank; the culmination of pioneering research into investment banking activities in emerging markets. Critical to the success of the project was the ability to bring together the Business Directors of Corporate Finance in Boston, Argentina, Brazil, and Uruguay.Also had primarily responsiblity for managing international network of compliance and risk managers, directing their risk management efforts, and assuring risks for new products and services were identified and managed.Led development of business-by-business guide to risk management. Working with senior business unit managers, identified the key risks of all major lines of business and the processes and controls by which the risks are managed.

Specialized in financial services, corporate transactions and multinationals. One of three group leaders, a position responsible for staff planning, evaluation and development, in an office of 1,000 professionals. A national instructor for the firm's banking and SEC reporting courses.