Jack Dowling Email & Phone Number

Bozeman, MT, US

Montana, United States

CAREER HIGHLIGHTS from my experience in STRATEGIC FINANCIAL PLANNING, M&A, and FP&A Leadership include:More than $5B in equity, debt, and preferred transactions, including multiple major M&A deals.Capital market expertise that has led to the discovery of $1B+ in underutilized equity and debt. Multiple post-acquisition financial reporting and operational.

Aspen, Colorado, United States

Interim Director of FP&A for Charterhouse Capital Partners' industry consolidation effort.

San Francisco

Built a new SaaS revenue recognition model and restated financial statements with a proper valuation model as the goal, in preparation for a $60M investment by Battery Venture Partners.

San Francisco Bay Area

Prepared analysis and schedules for FRB and FDIC mandated stress-testing exercises, which modeled 5 scenarios designed to quantify bank’s ability to remain solvent and operational under adverse economic conditions.Implemented several CCAR-related projects (including traceability and documentation) that map, link and document the bank’s process from all.

San Francisco

$20M global consulting company with 120 consultants, specializing in eCommerce systems integration.CHALLENGE: Redesign financial reporting and strategic analysis for smooth integration of Tacit Knowledge with Newgistics, closing cultural, financial reporting, and operations gap. ACTIONS & RESULTS:Converted cash-based accounting to accrual accounting system.

Austin, Texas Area

$60M financial service and technology company serving community banks and credit unions with assets up to $10B.CHALLENGE:Transform consulting unit to revenue driver vs. cost center. ACTIONS & RESULTS:Assumed leadership of 4 Executive Consultants and 3 Consultants in balance sheet advisory services for >200 clients.Introduced training program (retail.

Greater Los Angeles Area

$20M manufacturer of solar-powered heating and cooling systems. CHALLENGE: Restructure balance sheet after 2 years of severe financial constraints.ACTIONS & RESULTS:Created detailed valuation and merger acquisition analysis, including due diligence and purchase agreement negotiations which led to the successful sale of SolCool to Neah Power.Achieved >60%.

Greater Los Angeles Area

CHALLENGE: Consolidated financial reporting from Capital Markets, Banking, and Insurance divisions, providing independent assessments of division-level performance, to ensure consistent and streamlined dissemination of data. ACTIONS & RESULTS:Improved operational reporting transparency by building relationships among division CFOs.Prepared/presented.

Greater Los Angeles Area

Online media advertising start-up and subsidiary of Vendare Media.CHALLENGE: Prepare S-1 and establish an SEC reporting group to prepare for IPO during first 6 months of 2004, when revenue catapulted from $6.5M to $26.5M. ACTIONS & RESULTS:Reconciled financial history after years of inaccurate financial reporting.Ensured timely and accurate monthly close.

New York, New York, United States

CHALLENGE: Refocus financial reporting function following Travelers/Citicorp merger and rebuild FP&A function after excessive post-merger cost-cutting measures. ACTIONS & RESULTS:Oversaw 120 New York/Connecticut-area financial centers with total deposit and loan portfolio exceeding $25B; built reporting team of 12 finance and accounting professionals..

New York, New York, United States

Online event-planning company. CHALLENGE: Drive revenue through business expansion and revamped business model. ACTIONS & RESULTS:Secured $1M in convertible preferred from angel investors.Shifted strategy from individual consumers/ad-based revenue, toward high volume corporate events.Elevated average monthly revenue from $10K to $50K and increased staff to.

New York, New York, United States

CHALLENGE: Lead energy and power deals and engage companies through advisory services.ACTIONS & RESULTS:Contributed to > $5B in equity, debt, and preferred transactions, and >5 power plant mortgage-backed debt deals.Executed several IPOs, including $5B spin-off of Union Pacific Resources from parent company Union Pacific.Facilitated $6B Columbia Gas merger.