John Caulfield Email and Phone Number
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A results-driven and collaborative finance leader with diverse industry and cross-functional experience. Moves the business forward with robust analysis, concise insights, and recommendations. Operates at both the macro and hands-on/tactical level. An energetic, detailed-focused leader that brings different methodologies and perspectives to drive decision-making, strategic thinking and problem-solving. Excellent communication abilities, financial acumen, and high integrity.
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Chief Financial OfficerPhillips Edison & Company Aug 2019 - PresentCincinnati, Oh, Us• Areas of responsibility include Finance, Capital Markets, Accounting, Tax, Investor Relations, Risk Management, and Internal Audit, with 5 direct reports and approximately 100 employees• Member of the Senior Leadership team charged with shaping and executing company strategy• Responsible for driving content and discussions with the Board of Directors and Audit and Compensation Committees -
Senior Vice President - FinancePhillips Edison & Company Jan 2016 - Aug 2019Cincinnati, Oh, UsDirectly responsible for management and oversight of Finance, Capital Markets, Investor Relations, and Risk Management -
Vice President - Treasurer And Investor RelationsPhillips Edison & Company Mar 2014 - Jan 2016Cincinnati, Oh, Us -
Vice President - Treasurer And Investor RelationsCyrusone Feb 2012 - Mar 2014Dallas, Tx, Us• Responsible for creation, positioning, and strategy of messaging and communications with investors, research analysts, and quarterly earnings materials, including directing finance and accounting individuals in detailed analysis to generate information• Manages the Director of Treasury/FP&A responsible for long term modeling, corporate development analysis, and debt compliance; Director of Risk Management responsible for insurance, risk, and environmental programs; and two external outsourced consulting arrangements (investor relations and cash management) in addition to project-related management of investment bankers and lawyers• Critical player in the most successful REIT IPO in 15 years: o Prepared and evaluated various scenarios for potential monetization of CyrusOne for Cincinnati Bell o Assisted with the preparation of the SEC registration statement and the additional REIT disclosures required o Evaluated and established the capital structure for CyrusOne including negotiation of our $225 million credit facility and $525 million unsecured bond agreements o Developed materials for numerous constituencies including the Boards of CyrusOne and Cincinnati Bell, Moody’s and S&P, and Equity and Bond investors o Coordinated efforts across various key areas through this process, including several law firms, investment banks, external auditors, and accountants to meet aggressive time tables -
Assistant Treasurer And Director Of Investor RelationsCincinnati Bell Nov 2011 - Jan 2012In addition to responsibilities as Director of Capital Markets:• Responsible for Investor Relations, including preparation of quarterly earnings materials, attending analyst conferences, and answering equity and capital markets questions for analysts, investors, and ratings agencies -
Director Of Capital Markets And Cash ManagementCincinnati Bell Mar 2009 - Nov 2011• Assisted with the issuance and refinancing of over $3 billion in debt, including senior secured credit facilities, unsecured bonds, sale leaseback of wireless towers, receivables securitization, and equipment financing• Responsible for ongoing compliance with senior credit facilities, various indentures, and receivables securitization; strategic analysis and interaction with capital structure; created processes around monthly/quarterly review of requirements, calculations, and certifications • Created complex financial modeling, including reviewing and preparing Corporate long-term strategic modeling for income statement, balance sheet, and cash flows for over 6 years; experience and learning have refined and improved the process every year• Oversaw the corporate cash management process, including daily management of cash collections and disbursements; managed the transition between credit card processors -
Senior Financial AnalystCincinnati Bell Jul 2006 - Mar 2009• Coordinated forecasting and planning with actuarial and investment consultants for the company’s pension and postretirement plans for both expense and cash funding requirements• Experienced in reviewing, analyzing, and assembling the corporate annual budget, annual balance sheet and cash flow budget, and mid-year forecasts• Prepared materials for quarterly, annual, and strategic discussions for Board of Directors meetings and presented to senior management -
Manager Of Financial ReportingCincinnati Bell Jul 2005 - Jul 2006• Reviewed and prepared SEC filings, including 10Ks, 10Qs, prospectuses, etc. -
Senior Assurance AssociateKpmg Us Sep 2002 - Jul 2005New York, Ny, Us• Performed audits and quarterly reviews for SEC and non-SEC clients to ensure the accuracy, reliability, and completeness of financial statements.• Developed documentation to outline key processes, identify risk points, and controls at clients.• Performed Sarbanes-Oxley testing, including walkthroughs and control testwork, for Federated Department Stores.• Researched technical questions skillfully through the use of an electronic accounting database.
John Caulfield Skills
John Caulfield Education Details
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Xavier UniversityMaster Of Business Administration (Mba) -
Xavier UniversityAccounting
Frequently Asked Questions about John Caulfield
What company does John Caulfield work for?
John Caulfield works for Phillips Edison & Company
What is John Caulfield's role at the current company?
John Caulfield's current role is Chief Financial Officer at Phillips Edison & Company (NASDAQ: PECO).
What is John Caulfield's email address?
John Caulfield's email address is jc****@****son.com
What is John Caulfield's direct phone number?
John Caulfield's direct phone number is +151355*****
What schools did John Caulfield attend?
John Caulfield attended Xavier University, Xavier University.
What skills is John Caulfield known for?
John Caulfield has skills like Financial Modeling, Financial Reporting, Forecasting, Accounting, Cash Management, Management, Investor Relations, Auditing, Capital Markets, Mergers And Acquisitions, Leadership, Data Center.
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