George Cox Email & Phone Number

Houston, Texas, Us

Finance partner for the Go-to-Market organization on all aspects of financial planning and management, inclusive of Long-Range Planning, Budgeting, Forecasting and Financial Analysis.• Business advisor and partner for the worldwide Go-to-Market organization regarding accounting, finance, and business-impacting decisions. Assessment of needs and identification of risks and opportunities, helping business partners understand the financial impact of their business decisions with accompanying analytics. • Assist with ad-hoc analysis and data mining efforts and provide comprehensive financial analysis and models for requests.• Lead multiple finance wide-project across several different financial disciplines including Corporate & BU FP&A, operations, and marketing.• Lead the development of metrics, scorecards and reporting for assigned department and report and communicate progress regularly.• Support forecasting, budgeting, and quarterly reporting cycles with automated and standardized executive packages.• Communication of results and recommendations to management and the business, including executive finance team.• Manager of worldwide Go-to-Market Finance staff

Smithtown, New York, Us

Owner and operator of commercial finance consultant firm, responsible for all aspects of business development, marketing and administration. Providing clients with analysis, recommendations, and helping to execute on financing needs.

Strategic finance business partner for CA's software business units. Served as a key contributor to both the General Manager's management team and to the overall Finance organization as primary owner of business unit financials.• Preparation of annual budgeting, forecasting, and analyzing data for sales bookings and revenue, headcount, operating expenses, and capital expenses.• Provided standard and ad-hoc financial analysis reporting tor Board of Directors, Business Unit GM, and Senior Finance Leadership in regular quarterly business reviews (QBRs) to provide departmental and company decision support.• Delivered financial modeling and oversight for business unit functional organizations including engineering, product management, product marketing, account management, technical sales, professional services, and customer support.• Key contributor to business planning including annual strategic and operating plans.• Maintained foundational understanding of US GAAP, SEC reporting requirements/guidelines, and Sarbanes-Oxley Act. • Business modeling for acquisition, new product, and technology licensing business cases.• Provided data-based analysis and guidance to all levels of business unit organization.• Managed direct staff including training, recruitment, staffing and mentoring.

M&A deal-side and Integration Management experience: 2006-2013, Vice President of Corporate Business Development/Head of Integration Management Office:Responsible for overseeing all assessment, planning, and integration of acquired companies and carve-out of divestitures.• Established and evolved Post-Merger Integration Management Office.• Successfully led post-merger integration efforts for twenty-six small-to-mid-size acquisitions and three divestitures.• Supported deal due diligence and business case modeling. • Instituted integration management governance program.• Oversaw all integration project planning, execution, and issue resolution.• Owned tracking and management reporting on acquisition performance key metrics; presented to senior and executive management and Board of Directors regularly.• Created and implemented an integration playbook covering more than 30 different functional areas, establishing best practices and a consistent project management approach.• Instituted a comprehensive change management and communication plan process.• Collaborated closely with key members of acquired companies’ management teams.• Recruited and managed supporting direct staff of up to 5 employees and a matrixed staff of over 30 employees and contractors on a per transaction basis.2000-2006, Corporate Business Development Director/ManagerOwned execution of twenty-four acquisitions and divestitures, collectively totaling ~$2B in investments.• Acquisition/divestiture strategy development, sourcing and target strategic fit assessment.• Acquisition business case financial modeling and valuation.• Transaction leader including owning due diligence and leading deal negotiation.• Presented regularly to executive management and Board of Directors on transaction progress.• Strategic Business Alliance Program – relationship owner for key technology partners, including technology licensing negotiation.

San Jose, California, Us

Marketing Coordinator responsible for managing and promoting relationships with key integration technology partners.Other responsibilities in my tenure at CA include: Industry Analyst RelationsTelemarketingClient services

Bachelor Of Arts - Ba, Psychology

Master Of Business Administration - Mba, General Management