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Jeffrey D.

1616 Ridge Top Way Clearwater, FL 33765
Home 727-669-5830 Cell 727-510-3610 E-mail

Qualifications Summary
Seasoned Financial Executive with more than 15 years of increasingly responsible
positions with several corporations in varying industries seeks a position in F
inancial Management. Diversified experience in financial analysis supporting ent
erprise decision making including budgeting, financing, forecasting, tax, merger
and capital raising.
*10 years of experience with GAAP Accounting Management and Financial Audits
*Managed the due diligence and acquisition process of OpenNetwork Technologies
*$20 Million in Software contracts negotiated and closed in accordance with Soft
ware Revenue Recognition policies
*10 years of experience building efficiencies into the financial and sales proce
*Founded and grew a technology company to $11 million in revenue
*Sold a software company to the 5th largest global software company
Professional Experience
Controller / Finance Manager, Manko Delivery Systems Inc. Tampa, FL 2008 - Pr
Logistics Firm
*Managed the banking relationships including securing a line of credit to suppor
t operations of a logistics business model
*Prepare monthly balance sheets, income statements, and detailed cost and payrol
l support documents
*Maintained banking relationships including monthly reporting and annual budgets
*Produce annual budgets and forecast models on a departmental level
*Track and review gross sales and net sales including gross margins in producing
forecasts and trending analysis
Sales Operations Consultant, BMC Software, Houston, TX 2005 - 2007
Enterprise Software
*Consulted with BMC Software's executive team to evaluate the sales operations p
*Analyzed the current systems and processes of taking a software sale from quote
to cash
*Provided documentation to show the areas of the process that were hindering fie
ld sales from moving deals through to the close process
*Presented to management a plan showing areas that needed change to provide a mo
re streamlined and efficient sales process enabling software purchases to flow m
ore seamlessly
VP of Finance, OpenNetwork Technologies, Clearwater, FL 1996 - 2005
Enterprise Identity Management Software Company
*Founded a Identity Management Software Company with two partners and grew the c
ompany to 150 employees and $12MM in revenue in 10 years
*Opened sales offices in UK, Australia and Canada and hired International sales
*Successfully secured 3 rounds of Venture Capital totaling $25MM with world clas
s financiers including JPMorgan Chase, Battery Ventures and SI Ventures.
*Negotiated and managed $30MM in software contracts and software maintenance and
support annual renewals with customers including Progressive Insurance, Anheuse
r Busch, Blue Cross and Blue Shield, Halifax Bank of Scotland and Australia Insu
rance Group.
*Managed the monthly GAAP financial reporting and annual audits performed by Ern
st and Young and presented to the Board of Directors and Venture Capitalist firm
*Established and managed a 401K plan and a Qualified Stock Option Plan
*Sold the company to BMC Software of Houston, TX for $20MM
*Served as the financial consultant to manage the shutdown of the corporation af
ter all merger activities were completed

B.S. Finance, University of South Florida, Tampa, FL 1986