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Senior business leader offering 25+ years of hands-on experience building and leading high performing, growth-oriented, middle market, entrepreneurial companies. Experience with private equity, strategic investors, public companies, Boards and shareholders. Combine financial, operational and strategic skills that drive superior execution and results. Excellent leader consistently recognized for an energized, can-do management style with a track record of solving complex issues, improving financial performance and heightening productivity.Significant accomplishments include:• Led or involved with five successful liquidity transactions for private equity, strategic investors, public companies and their employees. One transaction raised $250 million and formed a business partnership with a European strategic investor, resulting in a 500% return in four years.• Successfully closed six value-adding acquisitions and engaged in resulting integrations, mostly foreign companies, over a 2-year period. • Proactively addressed rising costs by developing a self-funded insurance program. The program achieved annual savings of 33%, more than $1 million per year, and to date cumulative saving of over $3 million. Implemented tax planning strategies that led to the recapture of $2 million in net operating loss carryforward.• Created an HR team and an Enterprise Risk Management functions that drove employee growth of 80% and revenue growth of 125% over three years. • Developed and implemented a European manufacturing and distribution strategy that reduced inventory and provided a better match between supply and demand. The result was an expansion in the number of distributors and a 25% increase in sales.
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Regional ControllerUnique Indoor Comfort (Acquired By Ace Hardware) Oct 2021 - Jun 2023King Of Prussia, Pennsylvania, United States
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TreasurerVerily Life Sciences Apr 2019 - Aug 2020Radnor Township, Pennsylvania, United States• Participated in the development and implementation of strategic plans that resulted in the launch of a start-up innovative healthcare venture.• Provides strategic financial input and leadership on decision making issues affecting the organization.• Oversees and delivers recommendations to Board and Board committees regarding financials, audit matters, investments, and strategic initiatives and direction.• Played a key role in an acquisition.• Ensures timely and accurate business/financial reports. -
CfoGeoblue Aug 2008 - Dec 2018King Of PrussiaGeoBlue is a privately-held provider of global health and accident insurance and related products and services. Spearheaded financial and operational initiatives for the transformation of GeoBlue into a $250 million company generating 20% annual revenue growth. Directly led the finance and administration management team, including Finance, Human Resources, Tax, Treasury, Financial Planning and Analysis, and Risk Management with oversight of a 30 person staff. Member of the Strategic Planning and IT Steering Committees charged with identifying key strategic goals and actions. -
Vp Of Finance And AccountingNeoware, Inc. (Acquired By Hewlett-Packard) Oct 2003 - Aug 2008Neoware, Inc. was a $100 million publicly held manufacturer and developer of thin client hardware and software computing solutions before it was acquired by Hewlett-Packard in September 2007. Recruited by CFO to spearhead global financial and operational functions for this technology and manufacturing company generating 20% annual revenue growth. Led or involved with the finance and administration management team, including Finance, Human Resources, Tax, Treasury, Financial Planning and Analysis, and Manufacturing and Inventory management.• Plan, organize, and direct the global finance and accounting functions.• Oversee the development of accurate and timely monthly, quarterly, and year-end financial reports for the business to meet GAAP and SEC requirements.• Work proactively with external auditors and senior management to ensure the corporation achieves and maintains compliance with the Sarbanes-Oxley, GAAP and SEC regulations.• Responsible for tax planning and compliance.• Act as Business Manager for European operations.• Key member of acquisition and integration teams.• Developed management and external reporting systems.• Provided leadership and excellent project and operational management to supported sales growth from $57 million to $107 million.• Recruited and developed accounting and finance team.• Guided company on key accounting policies, purchase accounting, and the implementation of new accounting pronouncements.
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CfoPrescient Systems Inc Oct 2000 - Oct 2003Prescient Systems develops and provides supply chain management software and services for Internet-based and brick-and-mortar merchants. • Responsible for financial reporting, planning and budgeting.• Oversaw general accounting, credit and collections and human resources.• Assisted with the development and implementation of the business plan and growth strategies. • Secured over $3 million in debt and equity financing.• Developed and implemented a formal budgeting and forecasting process.• Negotiated and managed the acquisition of a UK software company.
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Corporate ControllerPmg Systems Feb 1999 - Oct 2000PMG Systems provides software and consulting services that enable financial institutions to measure organizational, product, and customer profitability.
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ControllerIntegrated Systems Consulting Group 1994 - 1999Integrated Systems Consulting Group was a $65 million publicly held provider of IT consulting services to life sciences companies before it was acquired by First Consulting Group in 1998.• Oversee the development of accurate and timely monthly, quarterly, and year-end financial reports for the business to meet GAAP and SEC requirements.• Significant involvement in the initial public offering. -
Senior AssociatePricewaterhousecoopers 1990 - 1994 -
Staff AccountantLaventhol And Horwath 1989 - 1990
Don Joseph Skills
Don Joseph Education Details
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Accounting, Finance -
Bs In Finance And Accounting
Frequently Asked Questions about Don Joseph
What is Don Joseph's role at the current company?
Don Joseph's current role is CFO.
What is Don Joseph's email address?
Don Joseph's email address is dj****@****ide.com
What is Don Joseph's direct phone number?
Don Joseph's direct phone number is +161025*****
What schools did Don Joseph attend?
Don Joseph attended Drexel University, Drexel University - College Of Business And Administration.
What skills is Don Joseph known for?
Don Joseph has skills like Executive Management, Operations Management, Financial Analysis, Managerial Finance, Financial Reporting, Personnel Management, Process Improvement, Management, Tax, Divestitures, Private Equity, Sarbanes Oxley Act.
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Don Joseph
Fort Lauderdale, Fl8gmail.com, chase.com, hotmail.com, msn.com, hotmail.com, yahoo.com, ashland.com, tropicalroofingproducts.com -
1sorbentrx.com
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1yahoo.com
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Don Joseph
San Francisco Bay Area9sbcglobal.net, achievelifesciences.com, oneworldhealth.org, bvgh.org, questdiagnostics.com, comcast.net, acertx.com, acertx.com, kalobios.com5 +190673XXXXX
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