Kurt Loeffler, Cfa Ctp Arm

Kurt Loeffler, Cfa Ctp Arm Email and Phone Number

Director at Polymer Transaction Advisors @
Kurt Loeffler, Cfa Ctp Arm's Location
Norwalk, Ohio, United States, United States
Kurt Loeffler, Cfa Ctp Arm's Contact Details

Kurt Loeffler, Cfa Ctp Arm personal email

n/a
About Kurt Loeffler, Cfa Ctp Arm

Global Finance Executive with experience in the public chemicals/plastics manufacturing environment. Proven ability to improve financial processes and increase revenue and profitability by driving acquisition strategy and execution globally. Quick study with a consistent track record of leadership using a team based management style. Extensive international experience in Europe and Asia; fluent in Spanish and several other foreign languages. Demonstrated accomplishments in:* Capital Markets * Financial Modeling * Investment Banking * Financial Planning & Analysis * Banking Relationships * Insurance / Risk Management * Strategic Planning * Foreign Exchange Management * Joint Venture Agreements * Treasury Management * Foreign Languages (5) * International Business * Mergers & Acquisitions * Roadshows / Investor Relations * Business Valuation

Kurt Loeffler, Cfa Ctp Arm's Current Company Details
Heidelberg University

Heidelberg University

Director at Polymer Transaction Advisors
Kurt Loeffler, Cfa Ctp Arm Work Experience Details
  • Heidelberg University
    Adjunct Professor Of Accounting
    Heidelberg University May 2016 - Present
  • Polymer Transaction Advisors Inc.
    Director
    Polymer Transaction Advisors Inc. Oct 2013 - Present
  • National Machinery Llc
    Director Of Finance | Assistant Treasurer | Assistant Secretary
    National Machinery Llc Mar 2013 - Apr 2016
    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.
  • A. Schulman, Inc.
    Assistant Treasurer | Director Of Corporate Finance
    A. Schulman, Inc. Jun 2010 - Jan 2013
    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.
  • A. Schulman, Inc.
    Manager Of Financial Planning & Analysis And Treasury
    A. Schulman, Inc. Jun 2008 - Jun 2010
    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.
  • Brown Gibbons Lang & Company
    Investment Banking Associate
    Brown Gibbons Lang & Company Mar 2007 - Jun 2008
    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.
  • Source Capital
    Director
    Source Capital Feb 2006 - Mar 2007
    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.
  • Us Bank
    Vice President - Corporate Banking
    Us Bank 2004 - 2005
    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.
  • Citizens Bank
    Assistant Vice President - Corporate Banking
    Citizens Bank 2000 - 2004
    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.
  • National City Bank
    Senior Credit Analyst
    National City Bank 1997 - 2000
    Us
    Managed and trained 8 commercial credit analysts. Taught the “Omega Commercial Loans to Business” training program.

Kurt Loeffler, Cfa Ctp Arm Skills

Corporate Finance Due Diligence Mergers And Acquisitions Risk Management Finance Financial Modeling Portfolio Management Financial Analysis Treasury Loans Credit Valuation Capital Markets Strategic Financial Planning Mergers Banking Strategy Managerial Finance Analysis Business Valuation International Lender Relations Financial Risk Credit Agreements Joint Ventures Leadership Corporate Strategy Formulation Foreign Exchange Acquisitions Investor Relations Auditing Consolidation Financial Planning Investment Banking Insurance Risk Management Spanish German Foreign Languages International Joint Ventures International Acquisitions Europe Apac Asian Business Corporate Fp&a Board Of Directors Presentations Taekwondo

Kurt Loeffler, Cfa Ctp Arm Education Details

  • Harvard University
    Harvard University
    Planning & Operations
  • Weatherhead School Of Management At Case Western Reserve University
    Weatherhead School Of Management At Case Western Reserve University
    Finance And International Management
  • John Carroll University
    John Carroll University
    Foreign Languages
  • Rocky River High School
    Rocky River High School
  • Carnegie Mellon University
    Carnegie Mellon University

Frequently Asked Questions about Kurt Loeffler, Cfa Ctp Arm

What company does Kurt Loeffler, Cfa Ctp Arm work for?

Kurt Loeffler, Cfa Ctp Arm works for Heidelberg University

What is Kurt Loeffler, Cfa Ctp Arm's role at the current company?

Kurt Loeffler, Cfa Ctp Arm's current role is Director at Polymer Transaction Advisors.

What is Kurt Loeffler, Cfa Ctp Arm's email address?

Kurt Loeffler, Cfa Ctp Arm's email address is ku****@****msn.com

What schools did Kurt Loeffler, Cfa Ctp Arm attend?

Kurt Loeffler, Cfa Ctp Arm attended Harvard University, Weatherhead School Of Management At Case Western Reserve University, John Carroll University, Rocky River High School, Carnegie Mellon University.

What are some of Kurt Loeffler, Cfa Ctp Arm's interests?

Kurt Loeffler, Cfa Ctp Arm has interest in Taekwondo, Children, Arts And Culture, Education.

What skills is Kurt Loeffler, Cfa Ctp Arm known for?

Kurt Loeffler, Cfa Ctp Arm has skills like Corporate Finance, Due Diligence, Mergers And Acquisitions, Risk Management, Finance, Financial Modeling, Portfolio Management, Financial Analysis, Treasury, Loans, Credit, Valuation.

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