Kurt Loeffler, Cfa Ctp Arm Email & Phone Number

Tiffin, Oh, Us

* Refinanced credit agreement to increase availability for acquisitions and significant capital expenditure program.* Led program to improve the payable process and enhance cash flow through setting new vendor terms and ACH implementation.* Established a VEBA trust for healthcare coverage and moved to self-funding to adjust to healthcare reform and lower tax burden.* Completed due diligence of acquisition candidates and joint venture partners.

Houston, Texas, Us

Led global treasury operations; global insurance risk management; and acquisition strategy / execution with a team of 5 direct reports and reported to the CFO. Accomplishments as follows:Treasury* Refinanced $300 million global, 10-bank syndicated credit agreement reducing volatility to the P&L and to provide funding access and optimal rates to US, EMEA, Australian and Malaysian entities. Negotiated credit agreement with creditors and reduced intercompany foreign exchange exposure with local financing.* Set the Foreign Exchange Hedging Strategy saving $500,000 managing 13 foreign currencies and establishing hedging programs. Used software systems (FireApps, 360T) to assess risk and minimize exposure.* Spearheaded the implementation of a global Treasury Management System maximizing global control over cash daily and established a pan-European cash concentration pool gaining highest interest income and liquidity possible.Corporate Development* Developed the acquisition strategy and process working with third-party consultants, marketing and the business unit leaders. * Drove A. Schulman through its acquisition strategy in 2010 to win the Association for Corporate Growth’s Deal-Maker of the Year award by leading the global due diligence and closings of 3 very diverse strategic acquisitions in that year. Completed 6 acquisitions and 1 JV during tenure.* Integrated the complex treasury operations, insurance portfolios, and budget planning processes of a $230 million global acquisition, 5 smaller regional acquisitions, including ones in Brazil and France, and a JV in Argentina. These transactions increased revenues $350 million and EBITDA $40 million.Insurance Risk Management* Saved $550,000 by transforming insurance risk management program including developing carrier and broker relations, global risk control enhancements, and created a risk committee. Selected new brokers for property & casualty lines and executive risk lines.

Houston, Texas, Us

* Established new global budget & forecasting consolidation process by eliminating sources of spreadsheet errors, controlling global inputs, and improving communication with global FP&A teams. Used Hyperion Software.* Controller for the Invision Business Unit. Managed expenses tightly during shutdown process.* Introduced EVA and ROIC performance metrics and rolled out a global educational program to enforce those metrics.* Redeveloped the capital expenditure approval process to include risk-adjusted hurdle rates which were country and project specific.

Cleveland, Oh, Us

Associate – Investment BankingPrepared valuations (LBO, public comparables, transaction comparables, and discounted cash flow methods); conducted due diligence; coordinated all confidential offering memorandum and management presentations. Negotiated purchase agreements and terms sheets with financial and strategic buyers and lenders. Member of the Chemical/Plastics and Distribution Industry teams.

Generated and executed transactions for senior and mezzanine fundings, including negotiating between creditors and clients, lender presentations, and financial modeling. Created equity investor presentation packages for new ventures, “road show” presentations, and financial modeling. Negotiated M&A transactions including business valuations.

Minneapolis, Mn, Us

Managed a portfolio of Middle Market lending relationships and performed due diligence. Sold financing packages to internal and external management teams via oral and written presentations. Negotiated credit agreements with prospects and customers.

Providence, Rhode Island, Us

Credit ReviewReviewed and identified credit risks in commercial credit and portfolios and opined on risk ratings and credit quality and made recommendations to improve processes. Led teams of credit review auditors and managed audits of portfolios bank-wide.Loan Officer Development ProgramInstructed and managed classes of incoming MBA graduates in a comprehensive, rigorous, 6-month program; taught and wrote original business cases and curriculum.Corporate BankingManaged a $140 million portfolio of 8 clients, each with $15 million to $20 million of exposure, in the wireless, broadcasting, outdoor advertising, and affinity industries.

Us

Managed and trained 8 commercial credit analysts. Taught the “Omega Commercial Loans to Business” training program.

Css, Corporate Policy, Planning & Operations

Mba, Finance And International Management

Ba, Foreign Languages

Education record

Education record