Paul Dubanowitz Email & Phone Number

Ashland, Massachusetts, United States

Business Development & Strategy Executive helping Boston Growth Partners and other middle-market organizations drive growth and expansion into new markets. Currently helping organizations with stimulus programs and tax credits (Employee Retention Tax Credits - ERTC).Successfully developed Sales & Marketing plan to launch a business unit to achieve > $30M in revenue per year for 2022-2023. Created marketing collateral and website enhancements to enable > 50 distribution partners to achieve success and drive unprecedented financial results. The Journal of Compensation & Benefits published my assessment of the Employee Retention Tax Credit landscape in April of 2022. Harnessed over 800 new clients in 2022-2023. Created radio advertising & PR campaign to complement organic growth fueled by endorsements from trusted advisors and client referrals. We’re on track to deliver > $100 million in revenue in 3 years under my Sales & Marketing leadership. Only in America.

Hackensack, Nj

Evaluated new product initiatives for market readiness and technical feasibility at this leading financial technology firm that provides broker-dealers and wealth management firms with FDIC insurance, daily liquidity, and competitive yields.• Led key business initiative to extend the TBS FDIC insured deposit program into the retirement market.• Prepared comprehensive business plan, market segmentation, and go-to-market strategy for 2021.• Negotiated & executed letter of intent with key partner to assist with the formation of a collective investment trust.

Hackensack, Nj

Accelerated sales of FDIC insured deposit sweep, bank research, and deposit funding products to generate revenue and propel growth.• Partnered with product management, operations, and other functions areas to deliver technology solutions to banks, trust companies, and financial intermediaries.• Developed marketing materials and surveys targeted key client segments.• Built brand awareness by engaging in industry events such as ABA and trust partner annual conferences.

Helmed new business development and client service for corporate institutional clients and prospective clients across Northeast U.S. and coordinated with global clients with in Europe and Asia, managing $15B+ in assets under management (AUM).• Led sales strategy and drove sales of short duration liquidity products, including separately managed accounts.• Built relationships and grew separate regional accounts from zero to $8B AUM.• Introduced cross-sell strategy leveraging internal referral sources across investment banking, transaction banking, and insurance asset management to increase productivity and profitability.• Developed and executed bundled investment management and reporting solutions, partnering with Clearwater Analytics.• Served on task force in launch of first variable NAV money market fund under 2a-7.• Delivered conference speaking engagements at AFP, MMX, and TMANE to build brand awareness.

Led finance operations across FP&A, financial reporting & consolidation, investor relations, new business development, and finance operations while overseeing due diligence, valuation analysis, negotiation, and integration for multiple acquisitions.• Directed new business development for e-commerce sales and profit initiatives across multiple websites, managing assessment and implementation of new private label distribution, licensing, partnerships, and sub-branding revenue growth opportunities.• Managed initial Sarbanes-Oxley internal control documentation and testing while managing internal/external audit staff.• Partnered in development of 3-year operating plan, including financial projections and market analysis.• Updated Management’s Discussion and Analysis (MD&A) for quarterly and annual SEC filings.• Developed and implemented complex forecasting and analysis tools to measure financial performance.

Managed completion of private placement memorandum for mezzanine financing, including preparation of financial projections, selling prospects of sustained growth to various venture capital firms, drafting of MD&A, and corresponding with legal counsel.• Oversaw investor relations, capital raise, and due diligence with investment banks and venture capital firms.• Developed ROI analysis to optimize sales discussions with prospective clients.• Prepared and presented comprehensive 2-year business operating plan for investors and Board of Directors, highlighting plans for organizational restructuring and cost reductions.

Directed and prepared operating plans, financial forecasts, financial reporting, cash flow, and pricing and profitability models. Managed and trained staff of analysts and developed Board of Directors presentations.

Principal Financial Analyst / Manager-Budgeting, Forecasting & Analysis Led financial planning department in developing operating plans, financial reporting, quarterly reviews, and capital requirements. Prepared financial overviews for BOD meetings and earnings releases with industry analysts, collaborating with CFO. Oversaw due diligence during Computervision acquisition.Manager of Customer Operations Managed 20 staff across 4 finance/operations functions, partnering with sales leadership and legal counsel to draft sales agreements containing volume purchase arrangements, discount levels, and payment terms. Oversaw order administration, credit and collections, commissions reporting, and software maintenance sales while implementing sales training and commission structure for software maintenance sales groups.

Led audit teams in preparing financial statements and SEC reporting for clients in software, high-tech manufacturing, construction, and financial services industries. Trained staff in analyzing balance sheet accounts for accuracy, audit risk, and proper classification. Provided high level of client service while supervising multiple audit engagements simultaneously.

Bs, Accounting, 3.7 / 4.0

Activities and Societies: Honors: Cum laude, Beta Gamma Sigma Honor Society Phi Kappa Phi Honor Society Officer of Lambda Chi Alpha.

Securities Industry Institute Executive Training 2015

Diploma

Activities and Societies: President of National Honor Society, Scholar Athlete Award