Projects and organizations under my leadership usually see a minimum 15% return on investment (ROI), a return of 3x-5x my cost, or avoided cost due to the application of expert knowledge in the areas of finance, treasury, risk, operations, contracts and lending.
Led or participated in over $25 Billion in program or P&L management, captive finance or administrative operations activity. Industries served include aerospace & defense, professional services, design & build, IT services, software, healthcare, military, banking, leasing and consulting.
Led nine-figure enterprise wide financial planning and analysis (FP&A) functions including Capital and Operating Expenditure (CAPEX/OPEX) planning and approval ($125 Million), SG&A budgets ($27 Million), costing, estimating and pricing. Created policies, processes, models, resourcing and change methodologies for same. Twelve years experience in enterprise wide planning & forecasting.
Expert in finance, procurement, lease, loan, credit, financial and risk analysis, sales and general administrative functions (policies, procedures, governance). Member of risk review board for over $50B worth of programs, specializing in operational, cash flow and subcontractor/vendor risk (NASA, Michelin, USArmy, BP, DLA, SoCal Edison).
Started a captive financing organization for a F500 firm. Financed over $700 Million in manufactured products (Vacis, Software, IT Equipment) and services, satellite, IT, energy, healthcare, facility and other equipment. Subject matter expert in all government and commercial equipment finance matters - cash, tax, accounting and portfolio management.
Developed pro-forma cash, accounting and investment return models for department and enterprise-wide reporting and scenario development. Created customer and supplier risk models for credit ($2 Billion) and vendor ($4 Billion) policy development, predictive analytics and market/product/loss segmentation purposes. Enterprise risk management functions for a $100 Billion (assets) bank.
Created, reviewed and negotiated over 50 document types including general contracts, supply agreements, professional services, software licensing, purchase orders, hardware sales, non-disclosures, MOU's, guarantees, letters of credit, insurance, leases, promissory notes, many others.
Personally transacted over $75 Million in Mergers & Acquisitions (Unibase, The LAN Company) and overseen and/or performed due diligence on another $1 Billion. (Benham Investment Holdings (DBIOM), Bellcore/Telcordia, Applied Marine Technology, MAX/IT Healthcare, Cloudshield, RW Beck).
Conducted a number of change management projects. Included all phases of executing large scale change including personnel, multi-state facilities, software, computer systems and critical processes. Developed training curriculums (Cash Flow, Leasing, Contracts) and product marketing (TIP, Outsourcing) that reached thousands of customers, employees and vendors. See "Downloads" area.
Hold a Bachelors Degree in Economics, a Masters Degree in Organizational Management, the Certified Treasury Professional credential and Yellow Belt in Six Sigma methodology. Strong believer in Edgar Schein's "Process Consultation" model, as well as Kurt Lewin's "Unfreeze-Change-Refreeze" model for change management. Received training in Holman, Devane, Cady & Associates "Change Handbook". Also utilize McKinsey's 7S model as a starting point for some assessments.
I’ve enjoyed broad exposure to virtually every functional area/problem an enterprise can experience. I have a very strong background in finance and treasury (cash flow), and marry that to the operational and management issues that organizations encounter. I bring these experiences, lessons-learned and practical solutions to every project or organization I engage with.
Led nine-figure enterprise wide financial planning and analysis (FP&A) functions including Capital and Operating Expenditure (CAPEX/OPEX) planning and approval ($125 Million), SG&A budgets ($27 Million), costing, estimating and pricing. Created policies, processes, models, resourcing and change methodologies for same. Twelve years experience in enterprise wide planning & forecasting.
Expert in finance, procurement, lease, loan, credit, financial and risk analysis, sales and general administrative functions (policies, procedures, governance). Member of risk review board for over $50B worth of programs, specializing in operational, cash flow and subcontractor/vendor risk (NASA, Michelin, USArmy, BP, DLA, SoCal Edison).
Started a captive financing organization for a F500 firm. Financed over $700 Million in manufactured products (Vacis, Software, IT Equipment) and services, satellite, IT, energy, healthcare, facility and other equipment. Subject matter expert in all government and commercial equipment finance matters - cash, tax, accounting and portfolio management.
Developed pro-forma cash, accounting and investment return models for department and enterprise-wide reporting and scenario development. Created customer and supplier risk models for credit ($2 Billion) and vendor ($4 Billion) policy development, predictive analytics and market/product/loss segmentation purposes. Enterprise risk management functions for a $100 Billion (assets) bank.
Created, reviewed and negotiated over 50 document types including general contracts, supply agreements, professional services, software licensing, purchase orders, hardware sales, non-disclosures, MOU's, guarantees, letters of credit, insurance, leases, promissory notes, many others.
Personally transacted over $75 Million in Mergers & Acquisitions (Unibase, The LAN Company) and overseen and/or performed due diligence on another $1 Billion. (Benham Investment Holdings (DBIOM), Bellcore/Telcordia, Applied Marine Technology, MAX/IT Healthcare, Cloudshield, RW Beck).
Conducted a number of change management projects. Included all phases of executing large scale change including personnel, multi-state facilities, software, computer systems and critical processes. Developed training curriculums (Cash Flow, Leasing, Contracts) and product marketing (TIP, Outsourcing) that reached thousands of customers, employees and vendors. See "Downloads" area.
Hold a Bachelors Degree in Economics, a Masters Degree in Organizational Management, the Certified Treasury Professional credential and Yellow Belt in Six Sigma methodology. Strong believer in Edgar Schein's "Process Consultation" model, as well as Kurt Lewin's "Unfreeze-Change-Refreeze" model for change management. Received training in Holman, Devane, Cady & Associates "Change Handbook". Also utilize McKinsey's 7S model as a starting point for some assessments.
I’ve enjoyed broad exposure to virtually every functional area/problem an enterprise can experience. I have a very strong background in finance and treasury (cash flow), and marry that to the operational and management issues that organizations encounter. I bring these experiences, lessons-learned and practical solutions to every project or organization I engage with.
Chris Smith