Vice President, Finance – Partnerships
Minneapolis, Mn, Us
Served in business unit CFO / VP Finance role for Elan Financial Services & Cobrand partners credit card businesses ($11B assets). M&A responsibilities (details shown below). Staff of 7-12.• Collaborated to vet M&A opportunities based on their strategic and economic characteristics.• Built best-in-class strategic FP&A functions and the team, systems, and processes to support it.• Managed the annual operating budget and the long-term strategic planning process.• Drove executive review meetings for monthly, quarterly and annual forecast and results. • Developed and utilized data-driven analytics to generate value-added insights • Evaluated large scale strategic initiatives such as business cash card launch, spend and get promotions, online/mobile functionality, college rewards, banker compensation, and email promotions.• Ensured accounting practices were appropriate and collaborated with Accounting Policy on new standards. Maintained sound control processes.• Awarded the top U.S. Bancorp corporate leadership award.Mergers and Acquisitions (M&A)Collaborated with executives and operational leaders to vet opportunities based on their strategic and economic characteristics. Oversaw discounted cash flow valuation models including sensitivities for transaction-specific variables. Coordinated with management, legal counsel and advisers while negotiating terms throughout all phases of a transaction. Supported and directed due diligence processes that mobilized leaders from Operations, Legal, IT, HR, Tax, Accounting, Treasury and Risk departments.• Provided financial support on new potential acquisition targets.• Directed 10+ new acquisition onboardings a year. Created and received approval from senior executives on an official onboarding policy.• Managed 100+ contract renewals a year with complex financial evaluations. Created and received approval on an official contract renewal policy.• Executed divestiture analyses on portfolios/businesses.