Jay Wolf Email & Phone Number

Richmond, Virginia

• Transitioned into Treasury Analyst role as CC filed for Chapter 11. Demonstrated ability to quickly learn a new role and immediately add value in a dynamic fast-changing environment.• Developed and implemented new cash flow forecast model used by Senior Management to track and prioritize daily spend during Chapter 11. • Perform daily balancing, settlement and analysis of corporate cash position used to measure remaining borrowing capacity on $1.1B DIP credit facility.• Initiate all corporate wire transfers.• Coordinate daily with banks on loan borrowings and paydowns.• Daily reporting of the credit facility borrowing base certificate.• Maintain treasury management systems.

•Day-to-day financial support to the Leaders of the Builder and Cable business.-Worked with leaders to build financial plans and develop key analyses to achieve business plans.-Developed market-level P&Ls for Builder Field and educated teams on levers to impact results.-Created and maintained weekly financial scorecard for Builder and Cable businesses.-Developed financial metrics used to drive business results and forecast decisions.-Provided analysis associated with closure of both the Builder and Cable businesses. Modeled financial impact for multiple exit scenarios. •Responsible for Accounting month-end and budgeting activities-Performed key month-end close activities (accruals, GL review, reclasses) for 12 P&Ls.-Led monthly meetings with 7 P&L owners to review variances / root cause and provide actionable insight.-Responsible for mid-year re-budget for 12 P&Ls.-Worked with key business leaders to identify $4M in SG&A savings during re-budget.

•Managed the entire construction process of new homes.•Organized, scheduled and managed subcontractors performance on a daily basis.•Performed quality control inspections.•Managed unexpected delays, interruptions and problems which arose during home construction process.•Enforced OSHA Regulations.•Managed construction budget for each home and approved subcontractor payments.•Maintained strong relationships with customers from pre-construction to the final walk-though and delivery of their homes.•Participated in 90 day homeowner warranty inspections.

•Analyzed and advised closely held businesses on the appropriate group benefit plans for employees, including Medical, Dental, Life and Disability that meet the needs and objectives of the business.•Coordinated cross marketing of Retirement, Insurance, Investment, and Estate Planning opportunities to Senior Advisors. •Prepared Request For Proposals to competitive health carriers in the Richmond area.•Built and maintained new and existing client relationships.•Assisted existing client base with service related issues.•Strengthened interpersonal skills through telephone and face to face meetings.•Developed strong presentation skills by conducting meetings to educate employees on the group benefit plans for existing clients.•Collaborated in a team environment to meet quarterly and yearly production goals. •Prospect new businesses through association networking, current business recommendations, and cold-calling.

•Fully licensed: Series 7, Series 66, and Life and Health.•Developed and sold comprehensive financial plans in six areas of financial planning: Retirement, Insurance, Estate Planning, Tax Reduction Strategies, Business Planning, and Education. •Analyzed the needs of individuals and small businesses in order to create a customized financial planning approach and portfolio based on the goals and risk tolerances of the client.•Performed analysis of alternative financial plans for client companies and construct spreadsheets demonstrating comparable company analysis.•Worked closely with senior personnel to create and present materials for client and management consideration.•Developed marketing strategies targeted towards small businesses and self-employed individuals. •Continually prospected and networked in pursuit of new clients; prepared and maintained client prospect databases and relationships.