Hands-on, discuss & plan with family members forTax Planning – Budgeting – Cash Forecasting – Philanthropy(12 Accounting & Tax Staff)
Concierge Services:Insurance – Property Management – Mortgages – RenovationsStrategic Relationships with Advisors:Investment Banking – Tax – Trust – Estate – InsuranceAccounting & Financial Reporting (100+ Entities
):Manage internal processes / controls & Investment MonitoringHIGHLIGHTS• Tax Compliance (250+ tax returns):Steering Process & Review Returns for Trusts / Partnerships / HNWs / Foundations / Tax Planning• Financial Modeling:Developed Innovative Approach to evaluate after-tax IRR / total investment return for LP investments• IT Projects:Introduce & Lead Projects for Operational Support / Cybersecurity / ERP System Enhancements• HR Compliance:Ensure HR for team & domestic staff / Reduced Exposure & lowered Benefit Costs• Leadership Development & Best Practices:Recruiting / Mentoring Staff (key staff retention + internal promotions)• Legal Agreements:Reviewing Agreements / Negotiating / Raising Alternatives (privacy & practical implications)• Family Office Structuring:Implemented (new) Organizational Structure to achieve Family & Governance Goals.

Private Family Office / Family-owned Firm with roots in Metals Trade & Real EstateManaged Projects related to:Real Estate / Direct Equity Investments / Tax Strategy / Acquisitions / Divestitures / Start-upsCFO duties for Family Office and REAL ESTATE & RECYCLING Subsidiaries
– Financial Strategy– Accounting– Tax Compliance– Reporting– Bank Relations– Legal Agreements– HR & Mentoring 
• Created a Flexible VALUATION MODEL to support tax-free SPINOFF of family firm into 2 firms(successful closure / substantiation of tax-free treatment)• Led PROJECT TEAMS to obtain Tax Incentives (for Recycling & Real Estate businesses) • Managed ACQUISITION of Recycling Company– Section 363 Bankruptcy Asset Purchase – Oversaw DIP Loan – Negotiated Debt Restructuring – Obtained Grants (from development agencies) • Built FINANCIAL MODEL for Start-up Recycling Enterprise– Flexibility to provide data for multiple uses.– Team won significant Tax Incentives (Caribbean) • Re-developed REAL ESTATE Financial Model– 130-acre / 2 million RSF Industrial Real Estate Re-development– Managed Project Team; won significant Tax Incentives• Financial DUE DILIGENCE on potential Investments,– On-site & Documentary Due Diligence (leading to direct equity investment) of a French developer of “Green” Specialty Chemicals– Fund investments • Financial ANALYSIS in support of Affiliate Divestiture• Strategic FINANCIAL RELATIONSHIPS with:– Advisors (Banking / Tax / Audit / Legal / HR / Insurance)– Government Agencies (State & Local)– Management (at potential Investments & Portfolio Companies) • Led SYSTEMS PROJECTS: RFP for Accounting SystemRequirements assessment for Real Estate ERP • Developed BUSINESS STRATEGY (utilizing network) for European Start-up Commodity Trading Company : – Financial Plan– Tax Structure– Location– Banking Contacts– Outside Director– Recruitment .

Selection / Mentoring / Training of 7 people (on 8-person team) 
• Managed RELATIONSHIPS with large PRIVATE International Commodity Trading Clients: – P&L Responsibility – $4M (Americas) & $10M (globally) – Designated ‘Senior Banker’
• Initiated / Led TRANSACTION TEAM: $330M Oil Transaction (resulting in 7 new Banks for Clients):– Expanded Receivables Purchase Program (steel importer) to Structured Program sold into the Bank Market• MATCHED Client NEEDS to New PRODUCTS, resulting in $200M in Finance / Derivatives / Barter:– Ethanol Project finance– New Commodity derivative capabilities – Acquisition finance (in Indonesia)– Fertilizer-cotton barter (in Brazil)• Initiated 4 new CLIENT RELATIONSHIPS (in 18 months), Resulting in $1-2M Annual Revenues (ongoing) • Led Americas TEAM in New PRODUCT ROLL-OUT ofInventory Finance Structure (ownership-based) 
• Developed Underwriting STRATEGY / Won BUY-IN of Business & Credit Management 
• Developed Key CLIENT RELATIONSHIPS / SOURCED DEALS, with extensive Travel, including:
London – GenevaSingapore – China – Korea – JapanUAE – Ghana – Kenya – South AfricaBrazil – Argentina – Mexico – USA .

Solutions for Corporate / Investment Banking / Insurance Products 
• Initiated TEAM (grew to 7) developing Global Relationships with Commodity Firms (privately held) 
• Developed / Implemented STRATEGY• Team grew PORTFOLIO to 30 Clients (from 4)• Identified / Matched PRODUCT Opportunities to Client Needs, for:Corporate, Investment Banking & Insurance products• Headed CLIENT & TRANSACTION Teams (local & cross-border) 
• Structured TRADE TRANSACTIONS (Emerging Market / Risk Mitigation) 
• PROMOTED from Senior Credit Analyst, Commodities :– Reviewed / Analyzed International CREDIT Proposals – Made Credit RECOMMENDATIONS (at Board of Directors level).

(including 3 years on secondment to Billiton Marketing & Trading)• Hedged $25M Portfolio of Aluminum PRODUCTION Assets & TRADING Positions(using Futures & Options on London Metals Exchange)• Collaborated (as integral part of trading team), undertaking roles in:– Product Distribution– Marketing– Logistics– Legal– Documentary Credits• PROMOTED from Financial Analyst Financial Analyst––––––––––––––• Developed MODELS for Budgeting / Risk Management / Hedging• ACCOUNTING for Intra-group Treasury• RECRUITED for ‘Fast-Track’ program.

• Led US GAAP Audit Teams:– Audited International Clients– Planned Engagements.

• LED / Supervised 15 Clerical STAFF• Oversaw $300M in ACCOUNTS PAYABLE• Managed $35M in INVENTORIES Internal Auditor–––––––––––––• Financial & Operational AUDITS / Led Audit TEAMS• RECRUITED for ‘Management Training’ program.