Stephen Williams Email & Phone Number

Irvine, CA, US

Irvine, CA, US

• Revamped and automated annual budget, 3-year projections, and quarterly reforecast. Streamlined manager input and error-checking templates for 25 departments. Prepared Board presentation materials.
• Incorporated 10% workforce reduction, consolidated departments, reallocated shared services based on measured usage.

• Award-winning brown spirits distillery and immersive entertainment venue. Lost Spirits is a world renowned distillery that also houses an elaborate tour & show business and fine dining experience.
• Developed long range business plan, growth and expansion scenarios, and annual budgets. Evaluated private equity and structured debt financing alternatives.
• Identified operational cost improvement opportunities of 25-30%.
• Executed $2.3 million Regulation CF stock issuance.

Irvine, CA, US

• Representative Clients:
• AccentCare, Inc. – $450 million private equity-owned home healthcare provider.
• Fisker Automotive – Luxury hybrid automaker.
• Health Essentials, LLC – $80 million post-acute and hospice healthcare provider.
• iViu Technologies – Tech start-up in location-based mobile marketing for retailers.
• Quiksilver / DC Shoes – $1.8 billion action sports apparel & footwear producer.

Dallas, Texas, US

• Real estate advisory company specializing in CMBS loan modifications, restructures and assumptions.
• Underwrote distressed properties, performing valuations through sales comparison and income approach analysis.
• Analyzed complex loan scenarios to determine feasibility of transactions.
• Prepared loan restructure proposals as a borrower advocate for presentation to special servicers, including extensions, modified payment structures, A/B notes, discounted payoffs, and note sales.

Denver, CO, US

• Managed national lease portfolio, drove savings through contract negotiations and process improvement, approved new clinic development, and led various special projects.
• Led cross-company team of 6 to produce $21 million in savings and $1.1 million fee income through early renegotiation initiative, with a 55% success rate, surpassing goals and expectations.
• Oversaw operations/capital allocation committee meetings to approve all new dialysis center development.
• Revealed increasing revenue erosion at existing clinics by new centers via data-intensive patient-level analysis.
• Guided DeNovo analytical model redesign to improve strategic and competitive data capture, scenario analysis, and user-friendliness for Field Operations.
• Managed portfolio of 1,700 leases nationwide, requiring close collaboration with Field Operations.

• Management consulting firm which develops financial models to support operational and strategic decisions.
• Served clients spanning retail and consumer goods, telecom, accounting software, IT storage and networking, international banking, and process chemicals.
• Designed and implemented sophisticated financial and operating models of manufacturing and distribution firms to facilitate budgeting, forecasting, and what-if analysis.
• Created operating model and budget template for a multi-divisional catalog & internet retailer of lifestyle, electronic & home automation products.
• Participated in acquisition due diligence and valuation of a national portfolio of 5,500 cellular towers.

• Commercial real estate advisory firm.
• Drove $6 million in purchase price reductions in the acquisition of government-leased properties. Negotiations hinged on thorough due diligence, risk assessment and financial analysis.
• Launched the finance arm of a boutique investment brokerage firm specializing in shopping centers, leveraging existing pipeline, client relationships, and operations – achieved breakeven operating rate in 4 months.

Newport Beach, California, US

• Commercial real estate investment bank which makes principal investments and provides advisory services. Positions: Sales, Marketing & Operations, Investment Management.Vice President - Investment Management.
• Executed the firms's tow largest shopping center investments.
• Completed legally complex transaction in a record 28 days.
• Resolved conflicts between multiple parties to close transactions within tight deadlines.
• Generated repeat business by fostering strong relationships with clients. Vice President - Marketing & Operations (1999 – 2002)Oversaw marketing, operations, financial controls, human resources, and corporate affairs.
• Developed proprietary capital markets database, reducing time to identify capital sources by approximately 50%.

Mclean, VA, US

• Supply chain and manufacturing improvements for Fortune 500 clients.
• Balanced inventories, stabilized production environment, increased throughput by 22%, and improved customer service levels at a major consumer packaged foods manufacturer. Developed planning and scheduling processes.
• Identified 15-20% savings in warehousing and transportation costs for the same client through warehouse location reduction and shipment consolidation.
• Persuaded a leading medical supplies manufacturer not to move production to Mexico despite potential 2%-4% savings because detailed competitive manufacturing cost analysis revealed the rival’s use of bundled pricing on.

Mba, Finance And Strategy

Bachelor'S Degree, Finance