Jonathan Brooks Email & Phone Number

Fort Mitchell, Kentucky, Us

Highland Heights, Kentucky, Us

Fort Wayne, In, Us

Cincinnati, Oh, Us

Overall responsibility for finance, information technology, corporate administration, legal, as well as payroll and benefits, for an enterprise with approximately $300 million in sales and 750 employees in multiple locations. Lead financing efforts placing a $165 million term loan, $25 million revolver and a $50 million accordion feature in August of 2007 (the early stages of the most recent credit crisis). The financing led to the payment of an approximately $125+ million dividend to shareholders. $500+ million successful exit event, co-led with CEO. Primary responsibility for construction of management presentations, confidential offering memorandum, virtual data room content and due diligence process. Identified and obtained $500,000 in annual tax savings related to manufacturing tax credits. Lead the effort to rewrite and implemented revised salaried policies and procedures with a focus on consistency across operating locations and compliance with current laws and regulations, preparing the Company for eventual Sarbanes-Oxley compliance. Lead financial and administration integration post exit event with acquirer without any interruption to customer service and continued timely and accurate financial reporting.Lead all major lender and shareholder relationships from working relationships to formal presentations and reporting.

London, Gb

Lead the formation of the firm's Business Risk Services (i.e., Sarbanes Oxley compliance and overall enterprise risk management assistance) practice in the Kentucky market. Responsible for all aspects of recruiting, financial planning, sales and marketing as well as service delivery. Within first 30 days, defined total available market, identified key constituencies within that market as well as go to market strategy. Within first 60 days completed assessment of existing staff, required resources based upon growth strategy and began executing our strategy of growth.

Executive responsible for all aspects of financial operations (with a staff of 8 professionals) for approximately $40 million operation with 140 employees. Selected as one of four executive committee members by ownership. Role included responsibility for corporate strategy, acquisition evaluation and corporate governance. Directed all aspects of manufacturing operations with approximately $2 million in annual production of printed, vacuum formed and fabricated plastic products. Responsible for all distribution operations with volumes of over 70,000 small parcels and 19,000 pallet shipments annually involving three (3) warehouse locations. Additional operational responsibilities included Management of facilities and maintenance. Provided leadership and oversight for international transactions including operations in China and Eastern Europe. Oversaw all aspects of information technology which included a Windows NT network environment, Oracle database and applications running on an HP UNIX Server.Administrative responsibilities included Corporate risk management, litigation and review, and negotiation of significant contracts. Introduced the company to the "ABC Cost of Doing Business" Contributed to the successful rationalization and alignment of company resources. Customers and products were analyzed to determine the 75/15/10 (traditionally, the 80/20). Cross functional resources in sales, sales service and finance were aligned to serve "A" customers as teams of professionals.Strategic leader in reduction of operating expenses through timely and meaningful benchmarking. Reduction of operating expenses from 31+% of sales to below 20% (which translated to approximately $2.4 million annually). Provided original design of a service matrix. Customer service expense was reduced from a high of 4% of sales to a level of 2.8%.

promoted one year ahead of normal track; Supervised all assigned client engagements, to include: fee negotiations; resource allocation; identification, consultation and resolution of technical issues; met established deadlines; ensured services delivered met the standards of Arthur Andersen. Lead practice management efforts relative to staff utilization, working capital management, project profitability and market share/growth initiatives. Increased net fee per hour over 20% (from approximately $100 to $120 per hour).Hands-on experience with mergers and acquisitions from $10 million to $500 million plus. Management contact for target assessment due diligence activities including transaction structuring, formulation of key documents, assessment of key employees and design and implementation of integration activities.Leader in sales and marketing efforts in the Ohio Valley Region. Sold in excess of $1 million in professional services over a three year period (including recurring work in excess of $400,000 per annum).

Masters, Business Administration 2003

Bachelor Of Arts, Accounting

Education record