Eric Erickson Email & Phone Number

Greater Philadelphia Area

Capital structure, investments and pensions

Wayne, Pa

Led the Corporate Accounting, Tax and Treasury operations for a $1.5B global provider of software and technology. Directed all global Treasury, Tax, Investor Relations, Billing, Collections, Capital Structure and Accounts Payable functions while developing and leading a team of 50+ top-notch professionals.Attracted and managed a powerhouse consortium for a major leveraged buyout, improved day-to-day financial operations with numerous process improvements, and forged improved key stakeholder and investor relationships. Served as a member of Sungard’s Disclosure Committee in preparing all SEC filings and ensured all compliance issues. Oversaw the outsourced Global Tax Management (GTM) program, managed rating agency and banking relationships, helped manage foreign exchange across 12 countries, oversaw a $500M rate hedging program, managed insurance needs, and served as Chairman of the Investment Committee for Sungard’s $250M Defined Contribution 401K Plan.

Berwyn, Pa

Led the comprehensive financial operations and strategy of DFC’s subsidiary auto-lending operation that contributes $50M in annual revenues through a 700-dealership network serving unbanked and under-banked consumers. Managed and perfected all accounting, financial reporting, budgeting, forecasting, expense controls, risk management, compliance and asset management functions.Developed improved capital plan and budgeting models, refined stress tests for compliance, and launched improved risk management protocols. Additionally, helped to lead a top-performing team of financial professionals, directing professional development to maximize individual career and corporate success.

Berwyn, Pa

Managed equity on NASDAQ, debt structures (global revolver, converts, HY bonds, foreign term loan facilities, receivables securitizations), and an intercompany loan portfolio to strategize tax-advantaged, cost-effective positions. Provided capital allocation oversight for corporate planning, M&A, reporting, compliance, and strategy across global business units.Delivered a new global $235M revolving credit facility by introducing a currency reserve adjustment concept, issuing $134M in new public equity on NASDAQ; managed $230M in convertible notes with a call spread overlay; issued $800M in new USD/CAD cross-currency swaps; negotiated a $100M auto-securitization facility, and implemented strategic hedging policies in excess of $1B in notional commitments via cross-currency interest rate swaps to hedge commodity (gold) exposures. Instrumental in launching numerous process improvements including the global shared services for all finance and payment processes.

Wayne, Pa

Refinanced $1.;6B in senior unsecured notes, issued $500M in unsecured notes, amended and extended $4.2B in term loans, tendered for $400M in floating rate notes, issued $500M in new term loans and $500M in new unsecured notes, and implemented a $450M AR securitization facility.Previously served as VP of Capital Markets at PNC Capital Markets, Inc. and as the Director of Financial Services at CONRAIL.

Philadelphia, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

Mba, Finance With A Concentration In Banking

Ba, Economics