Download PDF

Work experience

2004Present

Treasurer and Vice President, Investor Relations

Deluxe Corporation

Responsibilities have included:  Treasury, Capital Markets, Investor Relations, Risk Management, Financial Planning and Analysis, Retirement Plans.  Reports to CFO.

Capital Markets

Investor Relations

  • Managing all aspects of investor relations, includingi primary contact for shareholders; responsible for targeting and communications
  • Plan and lead road shows, investor conferences, earnings calls and investor calls

 Operating / Cash Flow Efficiencies

  • Established efficiency reviews of business units and processes to achieve best-practice results in customer-to-cash and procure-to-pay cycles
  • Restructured Treasury operations for operating efficiencies reducing costs by over $1M in 3 years
  • Managing and enhancing best in class $1.5 billion unbundled defined contribution retirement plan; finalist for PlanSponsor magazine's 2011 Large Public Plan of the year award
  • Led establishment and on-going maintenance of enterprise-wide business continuity plans
  • Oversaw treasury’s set-up and on-going reporting of Sarbanes Oxley section 404 compliance.
  • Financial advisor to $700 million acquisition integration team responsible for delivering over $30 million in annual savings. 

Board Interactions

  • Primary company contact with Finance Committee.  Advise the Finance Committee on the full spectrum of financing and capital structure alternatives, as well as material capital expenditure requests and share repurchases.
  • Developed interactive capital planning tool and used it to walk Finance Committee through strategic capital structure options and implications.
  • Set Finance Committee agenda; create and distribute meeting material; take and issue minutes. 
  • Communicate cash flow projections and covenant compliance.
  • Advised Board on alternatives and recommendation regarding a change in dividend rate, leading to a decrease in dividends.
  • Communicate to the Finance and Audit Committes financial projections to be used for ratings agencies, insurance coverage and performance.
  • Researched and drafted significant Finance Committe charter revision.

Financial Planning

  • Led enterprise planning, forecasting and budgeting process; automated balance sheet and cash flow forecasting.
  • Led enterprise budgeting process which culminated in actionable plans to drive EPS growth despite sever economic environment. 
  • Led implementation of rolling forecast infrastructure with goal of eventually eliminating annual budgeting process.
  • Key contributor in development off cross-border intellectual property strategy to optimize tax rate and international cash movement.

SEC Reporting

  • Serving on Disclosure Committee reviewing al material SEC disclosure obligations
  • Lead annual report creation; lead planning and execution of annual shareholder meeting
20002005

Part-time Adjunct Professor

  • Developed and taught the "International Marketing" (2001-2005) and "Strategic Management" (2005) courses. Strategic Management was the capstone course for the MBA program. 
19982004

Chief Financial Officer

ABS Global Inc.

Chief Financial Officer - ABS Global 2000-2004Corporate Controller - Protein Genetics 1998-2000

ABS Global, a $150m division of Genus PLC, was world leader in the development and sale of bovine genetics. ABS had production in 6 countries, operations in 10 and distribution in 60.

Responsibilities:  Managed all accounting, reporting, M&A, treasury, North American IT, legal, risk management.  70 staff in 10 countries.

  • Key leader in steering business from annual losses to $18 million profit.

Mergers, Acquisitions and Negotiation

  • Led acquisition negotiations, due diligence and contract drafting including cross-border acquisitions in Australia, Chile and New Zealand.  Australian aquisitions resulted in Australian market dominance and ability to leverage new product line through current distribution channels.
  • Negotiated and advised on joint R&D development and commercialization agreements for new biotechnologies.
  • Negotiated and executed Brazilian Real denominated loan for purchase of facility.
  • Integrated Genus and ABS Global driving synergies of $5 million.

Financial Reporting / Comliance / Tax

  • Re-engineered global consolidation and reporting reducing monthly close from 15 to five days.
  • Redesigned planning and budgeting process, indentifying $2 million in annual savings.
  • Identified and executed on global tax savings of $4 million over 3 years.
  • Directed all non-medical regulatory and legal filings outside United Kingdom.
  • Developed transfer pricing guidelines and led compliance management.
  • Developed and led foreign exchange hedging of $30 million in transactions, holding annual impact to $100,000.
  • Led ERP upgrades in North America and Brazil.
  • Assisted in drafting of £2.7 million ($4.2 million) UK public offering prospectus.

Strategy / Sales

  • Planned and led three day strategy session leading to actionable plans.
  • Oversaw sales and marketing for Asia/Middle East region, which represented 10% of profits.
19941998

Division Controller

Deluxe Corporation

Subsidairy Controller - various subsidiaries $100-$250 million (1995-1998)International Analyst (1994)

Deluxe was a $2 billion NYSE listed company. Starting a an international analyst in the corporate headquarters I progressed to controller of a $250 million division. I re-joined Deluxe late in 2004.

Responsbilities: All aspects of division's' financial reporting and accounting: 60 staff

  • Led financial portion of investor presentations. Sold $250 million division to strategic buyer.
  • Championed, along with marketing, creation of the first internet e-commerce site at Deluxe. Eventually this channel drove significant share of orders at Deluxe's direct marketing businesses.
  • Recommended and implemented consolidation of NJ facility into Colorado Springs.
  • Within 3 months turned $100 million subisidiary from $1 million quarterely loss to $2 million quarterly profit.
  • Led Activity Based Costing for $200 million entity.
  • Provided decision support for European Expansion. Consulted to units needing turn-around.
19921994

Partner

International Resource Group, Inc

International Resource Group was a start-up export management company providing outsourced export services, including distributor development and international sales management

Mergers, Acquisitions and Negotiation

  • Developed the initial sales contacts for all of the company's clients, using cold calls and referrals. Negotiated sales and marketing agreements and managed client accounts.
  • Developed leads, negotiated marketing and OEM agreements, drafted contracts and managed the interational sales for four clients with international sales of $1 million. Primary industries served were medical devices and video training.
19861989

Supervising Senior Auditor

KPMG

  • Specialized in audits of insurance companies and IT consulting.

Education

19891991

MBA

Certifications

Certified Treasury Professional

Association of Financial Professional

Certified Public Accountant

MN Board of Accountancy

Current Work

Portfolio

Summary

Expertise leading international financial operations, capital markets, executing strategic expansion and driving financial performance.Experience in debt issuance, M&A, derivatives, negotiations, business transformation, and investor/stakeholder communication. MBA with CPA / CTP certificates. Served as advisor, board member, faculty, speaker, and mentor.  Enjoys public speaking. 

Board and Community