Frank Neuschaefer Email & Phone Number

Irving, Texas, Us

Chief Financial Officer (April 2022 - Present)Finance Director (March 2018 - March 2022)Director in a hybrid finance and operations role. Financial management of $35 million portfolio of agency business, including budgeting, reporting, and month-end close processes. Assist in new business pitch pricing proposals. Advanced Excel Modeling – Created pricing and staffing model, drawing on historical agency data. The model introduces a tight correlation between scope and staffing, which yields an efficient and transparent scope negotiation.Governance – Developed and maintained monthly client-facing reporting tools to track and reconcile scope, including hours utilization, production spend data, and quant/qual feedback loops to improve inputs for staffing models.Scorecards – Collaborated with Managing Partner to establish and measure KPIs to drive improvement in areas such as agency culture, resource efficiency, client profitability, and others.

Chicago, Illinois, Us

Driving growth and profitability for Mosaic's shopper marketing business.

Chicago, Illinois, Us

Managed P&L for over $70 million of client business, providing senior agency leadership with regular and ad hoc reporting to drive efficiency and growth for major a CPG client serviced in Chicago, clients serviced by our Hispanic marketing arm, and our digital advertising agency in New York.Assisted scope of work and contract negotiations, providing pricing, analytics and staffing recommendations to ensure relationship profitability.Drove annual budget process and monthly/quarterly forecasting, helping to identify growth opportunities and manage risk of business loss

Chicago, Illinois, Us

Growth TeamProject management and oversight responsibilities for new business pitches, including Fortune 100 companies and foreign government/tourism entities, with new business wins such as Fifth Third Bank, Esurance, Nintendo and Purina.Co-managed RFI/RFP process, ensuring response highlighted relevant capabilities and talent, and building case studies when necessary.Provided due diligence of market environment, competitive/SWOT analysis, audit of creative assets, and financial viability of prospective clients.Fostered relationships with vendors and agency partners to strengthen business development proposition.Led prospecting exploration to identify categories ripe for organic growth and/or those not captured in current client list, and carried out investigation of most robust opportunities.

Chicago, Il, Us

Corporate Development - Executive TeamGenerated valuation analysis of roughly $300 million in acquisition targets and assisted in due diligence for the $750 million consulting firm. Valued over 30 acquisition targets.Built business cases for new business ventures, including risk assessment, investment analysis, etc.Revalued the consulting enterprise, providing Board of Directors and executives with a business case for purposes of recapitalizing the company. Analysis led to a $500 million repurchase of 20% of the company’s stock, thereby returning value to the shareholders and decreasing the firm’s cost of capital.Provided Executive Group with weekly KPI reporting and analysis and competitor-set tracking tools

Cincinnati, Ohio, Us

Middle Market Commercial Banking GroupLaunched innovative marketing campaign on 200+ prospective clients, resulting in appointments with previously unreceptive prospects. Generated annual revenue of $350,000+. Generated additional new business leads through development of an extensive professional network.

New York, Ny, Us

Banc One Capital MarketsManaged small to medium-sized teams in comprehensive risk reviews of various segments of Capital Markets Group; reviews included study of industry best practices, category benchmarks, extensive internal interviews, and meticulous management reporting, including presentations to senior/executive management when warranted. Discoveries of significant cost-saving controls often resulted.

Us

Financial Reporting, Planning & Analysis* Supported budget construction and communication efforts with senior management* Identified and valued $11 million of rent expense with recommendations for potential savings in a major departmental project