Brian Heath Email and Phone Number
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As the CFO of several Private Equity portfolio companies I have an established record of growing revenues and EBITDA through a focus on improving operational efficiencies, closely monitoring actual versus planned results and making adjustments as needed. I have been involved with a successful turn-around situations, driven by focused margin enhancement, improved customer satisfaction and organic and acquisition expansion. I have been part of acquisition originations, term negotiations, financing structure, due diligence and integration management, resulting in significant operational and financial synergies. Solid history of managing costs and driving department efficiencies through the development and implementation of procedural processes. I have reviewed and directly managed the integration of several full ERP systems and ancillary systems, in addition to driving all subsequent upgrades. I have a broad background in all aspects of accounting, auditing, tax, FP&A, strong Banking relationships, international operations and IT management. In addition, my legal education and experience has proven to be very beneficial when dealing with contract negotiations, merger and acquisitions, debt structuring and employee matters. My ability to evaluate contracts, identify business issues within them and then align the contract with the business requirements and interest of the Company has proven invaluable on many occasions. I am a highly motivated and ethical business development professional with an incredible work ethic, strong analytical abilities, leadership skills, and maturity. Specialties: Financial Reporting, Mergers & Acquisitions, Debt Restructuring, Treasury, Financial Planning and Analysis, Budgetting, Contract negotiations and development, Lease negotiations, ERP System evaluation and implementation, IT Management, Risk assessment and planning, HR matters, Employee hiring and termination, State Regulatory Licensing, Private Equity experience
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CfoMillstone Medical Outsourcing, Llc Jun 2015 - Present
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Managing DirectorNorthfield Associates, Llc Jan 2011 - PresentNorthfield Associates is a real estate development and management company dealing in residential construction and renovation, as well as the management of residential rental properties.Source and investigate all potential development opportunities and manage the negotiations related to the purchase of properties to be developed. Forecast all development costs, financing and potential sale prices based upon competitive market analysis of current properties sold within the geographic area.Solicit subcontractor proposals from various trades and work directly with subcontractors to negotiate scope of work, timeframe for completion, contract terms and pricing and perform final review of work and punch-list items upon completion.
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CfoMillstone Medical Outsourcing Jun 2015 - PresentFall River, Ma, Us -
Vp Of Finance/CfoPancon Corporation 2014 - 2015Bad Homburg Vor Der Höhe, Hessen, DePancon is a PE owned process manufacturer of electrical cable connectors and capacitors with manufacturing facilities located within the US and Europe.As the CFO of Pancon I manage the finance and Information Technology departments and handle banking, outside audit and legal relationships.Responsibilities also include:- Strategic executive role in the overall management, managing and overseeing all financial and accounting functions including all reporting both internal and external, financial forecasting, budgeting, costing and analysis, compliance, due diligence on potential acquisitions, Investor Relationships and the development of operating goals and objectives. -
Vice President Of Finance / Chief Financial OfficerThe Hinckley Company Jan 2012 - Jan 2014Portsmouth, Rhode Island, UsThe Hinckley Company was founded in 1928 and has been building custom sailboats and motor yachts for 80+ years. Hinckley also operates seven marine service yards from Maine to Florida providing our customers extended geographic service coverage.As the CFO of Hinckley I managed the Finance, Human Resources and Information Technology departments. Restructure the finance team, replacing the Corporate Controller and streamlining the closing process to significantly reduce the time needed for the closing cycle.Due to damages from Hurricane Sandy at the Company's NJ location I directed all aspects of closing the facility, including negotiating and managing demolition work, remediation of environmental contamination and the filing and negotiation of the insurance claim. Managed the negotiations and execution of a Purchase Option Agreement for the New Jersey property.Directed a review of the materials purchasing function, managed Vendor RFP process, consolidating Vendors and negotiated reductions in Companywide pricing. Worked closely with the COO in driving efficiencies in the production and service groups, instituting standard processes to help control job overages and sales credits. Worked with the Operation Management to develop effective financial reports needed to provide guidance in the financial management of the production and service operations. Directed the evaluation of the current and alternative operating software packages to provide recommendations and cost projections for upgrading the Company’s system which was reaching end of life. Reviewed, negotiated and drafted all Company and customer contract to produce best possible outcomes -
V.P. Finance/CfoMedical Specialties Distributors, Llc Oct 2001 - Jul 2011Initially hired to restructure the Company as it was in default of its loan agreements and classified as a distressed asset by its Lenders. Coordinated the transfer of all equity ownership from its PE owner to the Company's Syndicated Lending Group. Worked with the Lending Group and their consultants to realign and prioritize the Company's growth objectives. Interviewed, hired and coordinated the efforts of the Company’s Investment Bankers to package and market the Company for sale in 2005. Used the same IB for the sale process again in 2010. Managed all departmental functions associated with accounting, credit & collections, pricing and contracts, IT and HR from initial sales of $50M to sales in excess of $175M. Performed all in-house legal responsibilities, including Customer and Vendor contract reviews, lease negotiations, corporate litigation and employee matters. Responsibility included the preparation of all financial reporting and Board Packages, financial analysis, treasury, taxation and internal controls. Hired and developed accounting and IT management and staff of over twenty professionals. As a senior management team member, participate in strategic planning and directed the annual budget process. Corporate liaison with Lenders and Auditors, strengthened underlying financial systems and developed a team known for high quality work, financial support and analysis. Managed the due diligence activities of acquisition candidates, reviewed and modified all purchase agreements and directed the integration plan of all acquisitions. Directed the selection and implementation of the Company’s main ERP operating system, including all modifications and enhancements. Provided hiring support for each business department to improve the quality of hires and the handling of all employee disciplinary actions, up to and including terminations.
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Director Of Finance/International ControllerAde Corporation (Publicly Traded) Mar 1997 - Oct 2001Director of Finance: Managed the preparation and release of quarterly and annual results to the market, including the participation in quarterly and annual shareholder calls. Supervised and managed quarterly and annual audits, preparation of financial results for Board meetings comparing actual results to budgets and street expectations. Managed the inventory and costing functions, including the monitoring and review of reserves, overhead absorption rates and gross margin analysis by product line. Directed the annual budget process and monthly analysis and review with department heads. Served as the corporate representative at Investor and Industry conferences. Responded to calls from major Investors and market analysts.International Controller: Organized and managed continuing oversight of the all foreign operations, including governmental reporting and consolidation of financial results. Coordinated the consolidation of a major subsidiary into the parent corporation, handling matters related to employee retention and relocation of employees, termination of facility leases, the relocation of manufacturing and engineering operations and the transfer of inventory. Managed and negotiated all non-standard sale agreements and all foreign employment contracts.
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International Tax ManagerPwc Sep 1991 - Feb 1997Gb -
Audit ManagerKennedy & Lehan (Now Mcgladrey And Pullen) Jan 1986 - Aug 1988
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Staff AccountantWolf & Company, Chartered Accountants May 1984 - Jan 1986
Brian Heath Skills
Brian Heath Education Details
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Northeastern University School Of LawCorporate And Tax Law -
Bentley UniversityAccounting -
University Of Massachusetts DartmouthAccounting
Frequently Asked Questions about Brian Heath
What company does Brian Heath work for?
Brian Heath works for Millstone Medical Outsourcing
What is Brian Heath's role at the current company?
Brian Heath's current role is CFO at Millstone Medical Outsourcing, LLC.
What is Brian Heath's email address?
Brian Heath's email address is bh****@****tam.com
What is Brian Heath's direct phone number?
Brian Heath's direct phone number is +160363*****
What schools did Brian Heath attend?
Brian Heath attended Northeastern University School Of Law, Bentley University, University Of Massachusetts Dartmouth.
What are some of Brian Heath's interests?
Brian Heath has interest in Military History, Golf, Wwii, Coaching Youth Football.
What skills is Brian Heath known for?
Brian Heath has skills like Mergers And Acquisitions, Financial Analysis, Financial Reporting, Due Diligence, Strategic Planning, Accounting, Finance, Executive Management, Internal Controls, Budgets, Management, Strategic Financial Planning.
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