SAMPLE BIOGRAPHY - 1
Mr. XXXXX, Senior Medical/Healthcare Executive, has lectured on emerging industry trends
including digital technology at the UCLA Graduate School, and has authored a White Paper
titled, “The Next Generation Healthcare Company, How to Transform the Bricks/Mortar
Company to the New Virtually Integrated Digital Design”. He has a MPH in Management and
Finance from Yale University. His international experience includes SE Asia, Japan, Mexico,
and service in the Peace Corps.
Recently, Mr. XXXXX completed an assignment for an $800 million dollar NYSE medical
device company implementing the new business design described in his White Paper. After
identification of the needs of the top 60 executives worldwide, the successful end-to-end strategy
was embraced and supported by company leaders - to improve sales, manufacturing, R&D, and
purchasing. Top consultants, highly regarded companies, and customers have validated Mr.
XXXXX’s unique business reinvention strategies.
In addition, Mr. XXXXX has managed a $250 million dollar purchasing portfolio representing
the supply chain needs of five of the largest hospital systems in the U.S. This group purchasing
organization was responsible for over $8 billion dollars per year. His legacy was growing a
partnership from $0 to $100 million within one year, that eventually reached $300 million two
years later, saving the customer 10% in purchasing expenses.
As CEO, Mr. XXXXX participated in four turnarounds. He led two private companies from
breakeven to 40% net income within one year. Turnaround success was achieved through
consensus building and realignment of the Board of Directors, the management team and other
stakeholders.
Mr. XXXXX has co-founded a unique business services company. His innovative management
led the team to build the initial customer base resulting in excess of $70 million in revenues
within two years. Also obtained a $20 million investment from Goldman Sachs in 1996.
Mr. XXXXX directed and completed 30 mergers for public companies.
He was recruited to participate on Ernst & Young’s (Ernst & Whinney) premier healthcare
strategic planning team, upon completion of Graduate School at Yale.
SAMPLE BIOGRAPHY – 2
Mr. XXXXX is a senior executive with over 27 years of experience in the consumer products and
beverage industry. He has extensive experience in managing a business unit, marketing, sales, business
development and managing the P&L. He has held senior level management positions at XXXXX XXXX
of North America, a division of XXXXX Group, XXXXXX XXXX Products, a division of XXXXX
Corporation, and XXXXX, a division of XXXXXX XXXXX.
Throughout his career Mr. XXXXX has been responsible for developing strategies and tactics which
accelerated sales growth and improved profitability of key business units. He was responsible for
increasing revenues in the retail business of XXXXX Products from $32 million to $110 million from
1995 to 2000 and expanding the XXXXX domestic brands throughout North America after the
acquisition of the XXXXX business. This growth was accomplished by revitalizing the core business,
expansion into new markets and trade channels, and developing and successfully introducing several
product innovations. These innovations include a line of personal size waters with sports caps for active
consumers and the first products created specifically for children and seniors. In addition, Mr. XXXXX
was part of the management team which grew the XXXXXX business from $100 million to $250 million
in nine years.
While managing the retail products P&L at XXXXX Products, Mr. XXXXX was able to make
significant improvements in operating efficiencies, moving the returns from breakeven to a 10%
level in five years. This improvement in profitability was the result of close attention to major
cost drivers and investment in infrastructure improvements. Costs were reduced over $6 million
by improving supply chain efficiencies, lowering materials costs, and increasing manufacturing
efficiencies. Marketing and promotional spending was also reduced by over $5 million through
the use of processes and procedures which identified ineffective expenditures. Cash flow was
improved through initiatives led by Mr. XXXX to minimize bad debt, reduce trade deductions
and cut Accounts Receivable balances from 5% to 1% of sales.
Mr. XXXXX has considerable experience in mergers and acquisitions, both domestic and
international. He led cross-functional teams that identified, evaluated, and negotiated with
potential acquisition candidates. He also developed export sales opportunities in Mexico and
Asia and managed brand licensing programs which generated over $1 million in incremental
profit.
Mr. XXXXX is an accomplished team builder, having developed high performing teams
throughout his career. His leadership style is to build consensus and commitment by valuing and
empowering his team. He also works successfully with all functions and levels of management in
an organization, outside agencies such as food brokers or advertising agencies and customers.
SAMPLE BIOGRAPHY - 3
Mr. XXXXX XXXXXX is a senior finance executive who after obtaining his MBA from the Wharton
School has proven himself in leadership finance and strategy roles in the technology, banking and
biotechnology industries. He has extensive operational experience coupled with experience in raising
money and interfacing with Wall Street. He has held senior level management positions at a Fortune 100
company, a major international bank, and has served as CFO of a public company in the biotechnology
industry.
Highlights of his career are summarized below:
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Raised $15 million in a private equity transaction involving several investors.
Developed and executed an investor relations strategy including outreach, road shows and
investor conference presentations.
Experienced in dealing with sell side and buy side analysts.
Actively involved in developing terms for a $20 million strategic equity investment by third
party.
Managed all SEC filings and processes.
After a merger of two financial services giants, lead the team for the integration of
investment banking and trading businesses of the two companies in Eastern Europe.
In a major Fortune 100 technology company, drove corporate wide initiative to revise
revenue accounting practices for outsourcing transactions.
Experience in financial management of network solutions provider, professional services and
outsourcing services. Integrated acquired services company into existing professional
services business.
Drove major initiative to identify and recover over $50 million in unbilled revenues.
As senior member of division management, helped integrate an acquisition in the IT services
industry.
Played an active role in several assignments, in analyzing, identifying and recommending
product launch, pricing and revenue growth strategies.
Experienced in identifying and implementing efficiency and cost reduction programs.
Implemented analytical models and tools in several jobs, significantly enhancing the finance
department reporting and analysis capabilities.
Mr. XXXXXX is a results oriented strategic thinker. He can add significant value in a fast paced growth
environment, where management and the board of directors are committed to client / customer
satisfaction, profitable revenue growth and increased shareholder value.
SAMPLE BIOGRAPHY – 4
Mr. XXXXXXXXX is a senior executive with over 27 years of experience in Finance and
Accounting with companies ranging from startup entrepreneurial firms to multi-nationals. He
has a considerable background in accounting systems, policies/procedures, budgeting/planning
and financial analysis. Throughout his career, Mr. XXXXXXXXX has been responsible for
developing internal process solutions.
Most recently he joined a firm (while in early startup formation) focused exclusively on the
provision of business process outsourcing functions for the Fortune 500. Mr. XXXXXXXXX was
responsible for setting up all accounting internal processes/policies.
He directed the
implementation of Tier One accounting systems including designing the allocation processes
required by the Project subsystems. Mr. XXXXXXXXX developed financing forecasts and the
framework for business unit manager operational/capital budgets. He was an active participant
in the financial activities leading to the company’s successful $63M Initial Public Offering in
2000.
While at a firm providing systems integration and outsourcing services to US clients, Mr.
XXXXXXXXX developed financial and operational policies/procedures, conducted courses in
same for finance/project management, participated on major bid analysis and due diligence
reviews, and managed the operational finance function for the US division. Additionally he was
a key participant in internal financial system design processes and peripheral interfacing
systems. His familiarity with sales tax issues, human resource laws/processes, and payroll
processes enabled him to be a valued contributor in many other areas outside of his operational
responsibilities.
After joining a data processing service bureau for the S&L industry, he was a key contributor to
the investment banking processes resulting in the company’s $35M LBO spin off from the
parent company. While there, Mr. XXXXXXXXX managed the treasury, accounting, human
resource, internal audit, purchasing, and facilities functions.
He participated in subsidiary
acquisition and major deal analysis/reviews.
At several companies, Mr. XXXXXXXXX was responsible for the assimilation of acquisitions in
the area of financial and administrative processes.
While at a video products rental/distribution startup, Mr. XXXXXXXXX designed internal
product/inventory control systems. He managed the financial systems conversion, implemented
all FIN/HR/ADM internal policies, and assisted in the processes for a successful $25M IPO. Mr.
XXXXXXXXX contributed as a member of the executive team in managing the company’s
growth from a single operation and Corporate site to decentralized regional operations including
the relocation of Corporate functions.
Mr. XXXXXXXXX was similarly successful in financial positions at another data processing
service bureau for Savings and Loans, a financial institution, and a state taxing agency. He
earned a dual bachelor degree in Economics and Accounting and is a Certified Public
Accountant.
Mr. XXXXXXXXX builds high performing successful teams and works well with all levels and
functions of management in an organization. He adds value in high energy, fast paced growth
environments.