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As a former Treasurer of a NSDQ-traded global company and CFO of a private company, I relied heavily on a group of talented bankers to help design an optimal treasury infrastructure and capital structure that supported our growth initiatives. BMO is the 8th largest bank in North America and we have deep institutional knowledge in capital markets, syndicated and sole bank credit facilities, treasury, FX, equipment and ESOP formations/financings. Shoot me an email at karen.breen@bmo.com
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DirectorBmo Harris BankDenver, Co, Us -
DirectorBmo Harris Bank Jul 2021 - PresentChicago, Illinois, Us -
Managing DirectorEmbark May 2020 - Jul 2021Dallas, Texas, UsCompanies are increasingly using both inside and outside talent to ensure they have the Right Talent at the Right Time for the Right Needs. Embark is a team of wicked smart, ex-Big 4 accountants that work alongside your finance and accounting teams to assist with: • Hypergrowth/ Building Finance Departments after Venture, Private Equity Capital Raises• Monthly, Quarterly, YE Financial Reporting / SEC Filings• Complex Accounting Implementations• Acquisition Due Diligence / Integration, Quality of Earnings• Audit / IPO Readiness• Back Office Efficiencies / Scalability• Process Documentation, Internal Controls Testing, SOX• ERP Systems Testing• Filling Critical Role Vacancies • Corporate Relocations -
Business Development OfficerWells Fargo Dec 2016 - Aug 2018San Francisco, California, UsLeveraged professional network to identify, grow and retain new banking relationships. -
Chief Financial OfficerMobile Accord, Inc. Jun 2013 - Dec 2016Denver, Co, Us-Built a nimble, high-performance finance / accounting function to support the scale and success of a young organization.- Assisted with the raise of $40M in private investors- Migrated from QuickBooks to Great Plains- Established offshore accounting team in Nairobi- Negotiated first line of credit- Wrote the offering memorandum for sale of a non-core business- Established robust cash flow forecasting model- Reduced DSOs by 20 days to 57 -
Global Treasurer, Vp Investor Relations And Business DevelopmentTeletech May 2001 - May 2013Greenwood Village, Colorado, UsResponsible for developing consistent and transparent, global investor communication strategy to ensure a fair equity valuation.Reported directly to the CFO/CEO and was tightly integrated with key internal departments and senior management.Proven track record of leading a best-in-class investor relations program on a global level, building a strong investor relations strategy with nimble resources.Responsibilities included:• Planned, executed and managed the investor relations program.• Developed an extensive knowledge of the company's mission, business.• Built and executed an investor targeting plan to support the company's strategy, and managed various key investor events, investor conferences, annual shareholder meetings and earnings calls.• Regularly met with investors to articulate the Company's mission, business, and strategy.• Demonstrated success in building and elevating analyst coverage in a continued corporate growth environment.• Provided timely and consistent communication regarding our mission, strategy, and operational and financial objectives, as well as establishing realistic expectations for the company's short term and long-term performance.• Continually gathered, monitored, and reported on marketplace intelligence and informed, educated and coached management about financial and industry trends, shareholder interests & concerns, and competitor actions that may impact the the company.• Led industry benchmarking that included key messaging, appropriate level of disclosures and presentation formats.Led global treasury activities, including capital markets, hedging transactions, leasing, share repurchase and global cash management.Managed all commercial banking relationships; negotiated several revolving credit facilities ranging from $100M to $500M. Implemented a centralized, global cash management capability in 19 countries. -
Vp Of Investor RelationsRhythms Netconnections Apr 1999 - May 2001UsBuilt the I/R department from IPO inception dealing with both high-yield and equity analysts.Announced as IPO of the year in 1999.Responsible for developing consistent and transparent, global investor communication strategy to ensure a fair equity valuation.Reported directly to the CFO/CEO and was tightly integrated with key internal departments and senior management.Proven track record of leading a best-in-class investor relations program on a global level, building a strong investor relations strategy with nimble resources.Responsibilities included:• Planned, executed and managed the investor relations program.• Developed an extensive knowledge of the company's mission, business.• Built and executed an investor targeting plan to support the company's strategy, and managed various key investor events, investor conferences, annual shareholder meetings and earnings calls.• Regularly met with investors to articulate the Company's mission, business, and strategy.• Demonstrated success in building and elevating analyst coverage in a continued corporate growth environment.• Provided timely and consistent communication regarding our mission, strategy, and operational and financial objectives, as well as establishing realistic expectations for the company's short term and long-term performance.• Continually gathered, monitored, and reported on marketplace intelligence and informed, educated and coached management about financial and industry trends, shareholder interests & concerns, and competitor actions that may impact the the company.• Led industry benchmarking that included key messaging, appropriate level of disclosures and presentation formats. -
Director Of Investor RelationsTeletech Jul 1996 - Apr 1999Greenwood Village, Colorado, UsStarted and ran the I/R department from inception of the IPO through a significant growth phase participating in numerous global investor outreach and sell-side building initiatives, a secondary offering, competitive profiling and financial analysis.Responsible for developing consistent and transparent, global investor communication strategy to ensure a fair equity valuation. Reported directly to the CFO/CEO and was tightly integrated with key internal departments and senior management.Proven track record of leading a best-in-class investor relations program on a global level, building a strong investor relations strategy with nimble resources.Responsibilities included: • Planned, executed and managed the investor relations program. • Developed an extensive knowledge of the company's mission, business.• Built and executed an investor targeting plan to support the company's strategy, and managed various key investor events, investor conferences, annual shareholder meetings and earnings calls. • Regularly met with investors to articulate the Company's mission, business, and strategy.• Demonstrated success in building and elevating analyst coverage in a continued corporate growth environment.• Provided timely and consistent communication regarding our mission, strategy, and operational and financial objectives, as well as establishing realistic expectations for the company's short term and long-term performance.• Continually gathered, monitored, and reported on marketplace intelligence and informed, educated and coached management about financial and industry trends, shareholder interests & concerns, and competitor actions that may impact the the company.• Led industry benchmarking that included key messaging, appropriate level of disclosures and presentation formats. -
Director Investor RelationsAcx Technologies (Spin-Off Company From Adolph Coors) Jan 1992 - Jul 1996Asked to move from the Corporate Financial Consolidation and SEC Reporting group at Adolph Coors Company to build and lead the I/R department upon the spin-off of Adolph Coors non-beer businesses which included thei mini-mill aluminum, consumer packaging, ceramics, and technology business.Participated in the decision to list on the NYSE as part of the spin-off process.Assisted in numerous treasury-related initiatives incuding FX hedging, S&P and rating agency preparations and presentions.
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Manager Of Global Financial And Sec ReportingMolson Coors Jan 1989 - Jan 1992Chicago, Illinois, UsResponsible for consolidation and reporting of global subsidiaries; responsible for interpretation and global implementation of new accounting standards.Designed, installed and managed Hyperion financial consolidation software system for actual, forecast and budget reporting -
Manager Of Global Consolidation And Sec Financial ReportingH.J. Heinz Jan 1985 - Jan 1989Responsible for worldwide consolidation, SEC reporting of 40+ entitiesInstalled Hyperion financial consolidation software system for actual, forecast, budget, debt covenant reporting
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Audit SeniorErnst & Young Jan 1981 - Jan 1985London, GbInvolved in the audit of numerous steel, technology, chemical and healthcare companies
Karen Breen Education Details
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Penn State UniversityAccounting
Frequently Asked Questions about Karen Breen
What company does Karen Breen work for?
Karen Breen works for Bmo Harris Bank
What is Karen Breen's role at the current company?
Karen Breen's current role is Director.
What is Karen Breen's email address?
Karen Breen's email address is ka****@****rgo.com
What is Karen Breen's direct phone number?
Karen Breen's direct phone number is +130353*****
What schools did Karen Breen attend?
Karen Breen attended Penn State University.
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