OBJECTIVE PROFILE KEY CAREER ACHIEVEMENTS
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1 CURRICULUM VITAE H. DANIEL HUNGERFORD, CPA, CGMA OBJECTIVE Vice President for Finance & Administration / CFO - results focused and able to contribute expertise by actively collaborating with a progressive higher education college in an effort to maximize strategic plan results, increase enrollment & retention, and facilitate growth. PROFILE Offer extensive experience in strategic planning, budgeting and financial analysis, with comprehensive management background. Entrusted with achieving optimal utilization of human and financial resources through proactive workflow planning, coordination, and multi-million-dollar budget administration. Effectively define, develop, and implement targeted action plans to maximize operational productivity, efficiency, and bottom line results. Proficient in Sarbanes Oxley, NASD/SEC, GAAP/FASB, auditing and regulatory reporting. Dynamic communication, presentation, relationship building and problem-solving abilities. Highly versatile in mastering new roles, responsibilities, technologies, and environments. Able to facilitate communication between staff and senior personnel and expedite workflow to attain strategic objectives. KEY CAREER ACHIEVEMENTS Successfully led and managed the simultaneous renovation of a $14.5 million Christian Center and the construction of a new $4.5 million Visual Arts Center at Millsaps College Strategically delivered 10% sustainable and positive net revenue growth by lowering the annual financial aid discount rate while simultaneously increasing retention rates by 2% in a very competitive private liberal arts college environment. Created $1.5MM cash flow savings by renegotiating $40MM worth of higher education bond debt and shrinking pay-off periods by seven years. Earned $3.5MM net profit, raised patient satisfaction scores by 75%, and successfully passed an internal audit and Joint Commission pre-survey audit in 8 months as acting CEO at inpatient rehabilitation facility. Generated $8MM in savings by defining, developing, and implementing various Six Sigma projects and other initiatives instrumental to boosting productivity and efficiency at a large manufacturing facility. Helped drive 12 straight quarters of operating profit that exceeded forecast and plan in a challenging plastics manufacturing environment. Achieved revenue and margin growth in excess of 10% by strategically delivering fixed price contracts to customers in a heavy maintenance aerospace facility. Successfully mentored and sponsored three staff employees in achieving their CPA certificates. 1
2 PROFESSIONAL EXPERIENCE Millsaps College Jackson Mississippi Present Vice President for Finance & Administration Directed and managed eight high powered divisions made up of more than 60 employees in the areas of Finance/Business Office, Human Resources, Information Technology, Facilities, Conference and Dining Services, Risk Management & the campus Store. Successfully coordinated and managed various renovation and new construction projects including: o $14.5 million renovation to the Christian Center o $ 5.0 million Visual Arts Center o $ 1.5 million Track Facility Implemented contribution margin analysis that analyzes the profitability of programs; collaborating with academic affairs to strategically enhance, maintain, or eliminate program offerings for maximizing enrollment and retention. Formed a 25 member staff supervisory council tasked with leading changes and improvements to various issues around campus such as new employee orientation, onboarding, communication, evaluations, and professional development. Implemented a new Outsourced Chief Investment Officer (OCIO) relationship on a $100 million endowment producing positive gross returns that have outperformed benchmarks since inception of the program. Established a set of key performance indicators and targets, approved by our accrediting body, that established financial indicators towards net asset growth, debt to total asset ratio, lower endowment draws, balanced budgets, and positive operating cash flows. Implemented strategic changes to the following areas: o Facilities created a deferred maintenance schedule on 38 buildings comprised of over 800,000 square feet that has served as the basis for annual maintenance that integrates with the current work order system. Established rolling stock inventories to ensure that equipment is being replaced on a standard operating schedule. o Information Technology established new network, programming, and security standards. Developed a Datatel steering committee that prioritized changes and integration into our main system. Established procedures for disaster recovery and provided numerous upgrades to the help center. o Human Resources Implemented on-line Policies and Procedures manual, standardized job description formats, conducted staff salary analysis to market wages, eliminated manual time cards and established new on-line procedures for personnel and student employment budgets. Marietta College Marietta Ohio Drove net asset growth by 6% at a $200MM private residential liberal arts college, leading timely accounting, budgeting, audit, financial-aid, and tax preparation operations while serving the needs of 1,400 students and 350 faculty and staff. Identified and implemented cost reduction strategies while managing a $60MM operating budget that led to four straight years of budget surplus. Improved reporting and strategically negotiated the college s $79MM endowment to a discretionary relationship targeting annual growth of 12% - 15%. 2
3 Participated in the implementation of the college s retention and strategic planning task forces which will result in a 20% growth in enrollment, 15% growth in retention, and 40% growth in the endowment over a five year period via a comprehensive campaign. Successfully planned, automated and delivered the college s annual budget and Form 990 tax return to the board of trustee s representing strategic cuts in endowment draws, increases in net revenue while maintaining compliance with existing bond covenants. Supervised and developed a team of 15 employees and student workers to integrate a fully automated accounting system, and to manage operating, grant, and restricted funds. HealthSouth Corporation Parkersburg, WV Provided superior leadership in directing and supervising all aspects of the accounting system for a 50 bed, $40MM inpatient and outpatient rehabilitation hospital. Supervised and led a 20 member team that included Accounting, Purchasing, Plant Operations, Housekeeping, and Dietary departments that contributed to the hospital s successful achievement of a $5.5MM profit. Cost effectively developed and managed annual operating budget and strategic plan that achieved a 30% discharge growth, 10% operating profit growth, and the lowering of all labor and operating metrics by 3%. Successfully implemented and passed internal audit procedures covering all aspects of hospital administration, credentialing, medical records, billing, HIPPA, pharmacy, plant operations, and human resources Spearheaded and directed opening of a new $1MM, 10 bed expansion, at an acute care hospital under budget increasing annual profits by $1.2MM. Generated annual Medicare cost reports resulting in $150K in operating reimbursements. HealthSouth Corporation Parkersburg, WV April, 2010 Oct., 2010 Interim Chief Executive Officer Applied dynamic leadership skills in directing 175 employees at an inpatient and outpatient rehabilitation hospital generating $3.5MM in profit and 30% operating margins in a 8 month period. Demonstrated consistent and timely oversight over hospital operations; including marketing, nursing, therapy, quality, human resources, finance, and plant operations that contributed to 30% discharge growth, 75% increase in Patient Satisfaction scores, and successful completion of Joint Commission pre-audits and internal audits. Drove and assisted team that increased patient functional outcomes by 15% Spearheaded marketing initiatives that expanded referral base by 10% and the number of referring physicians by 12%. Ensured proper oversight and accountability for full time equivalent management, expense control, policy and procedure development, and the implementation of process improvement to facilitate regulatory compliance. Berry Plastics, (formerly Pliant Corporation) Danville KY 2009 Ensured proper, consistent, and timely reporting of $120MM flexible packaging film operation. Identified, evaluated, and recommended solutions to specific operating business issues, strategies, and practices resulting in 10% increase in production, 11% reduction in overall operating and fixed costs resulting in a 5% overall increase in bottom line profits. 3
4 Provided direction and expertise in the development of sales quotes, driving overall contribution margin of products up by 7%. Directed the financial development of a third operating division of the plant resulting in an additional $12MM annual revenue and $1MM operating profit. Spearheaded the site financial planning process including budgets, forecasts, and long range strategic plans while optimizing the efficiency and productivity of a back office accounting staff. Developed clear reporting structures to ensure accurate cost of production, conversion, and handling of material to maximize plant asset utilization leading to increased operating profit. SABIC-IP, (formerly GE Plastics) - Washington, WV Finance Manager Applied solid leadership skills in managing the finance manufacturing team and all aspects of the $100MM plastics production facility. Conducted comprehensive review and analysis of daily operations and created production and cost analysis models. Exhibited advanced critical thinking and communication skills in developing and presenting month-end and quarter closings to senior management. Participated and lent expertise in leading annual budgeting, forecasting and strategic planning sessions. Proficiently planned, coordinated and performed annual physical inventory, Sarbanes Oxley reviews, audit schedules and internal control reviews. Bombardier Aerospace Corp. - Bridgeport, WV Finance Manager Applied dynamic leadership skills toward successfully building, coordinating and leading a highperformance 10-member team to optimize productivity and efficiency of accounts receivable, accounts payable, general ledger, payroll, and capital activities. Cost-effectively allocated, administered, and managed annual budgets integral to boosting bottom line performance. Prioritized objectives in delivering monthly operating reviews and strategic growth plans in a $50MM heavy maintenance aerospace facility. Led the facility expansion analysis, directly resulting in successfully launching a new facility in Tucson, AZ. Intessera Technologies Group, a division of Telecommunications Inc. - Denver, CO Strategically planned, coordinated and developed accounting functions for a $15MM high tech startup software company, with strong focus on maximizing use of resources while controlling costs and meeting company needs. Spearheaded diverse managerial activities ranging from accounts receivable, accounts payable inventory, capital, payroll, and general ledger functions to monthly operating review preparation and presentation as well as the development of policies and procedures. Used percentage of completion accounting for various government and public corporation contracts, illustrating detail orientation and organizational skills to ensure accuracy and timely completion. 4
5 Heartland, Inc. Denver, CO Directed the corporate accounting department of a seven division, $115MM meat processing facility. Prepared and delivered weekly bank borrowing base reports that helped secure adequate cash flow for operations and capital. Strategically participated in budgeting and long term planning that help drive new customer sales growth by 10%. Prepared, coordinated, and delivered monthly operating results, findings of annual audits, and initiated the preparation of the Company s initial S-1 public offering document. Bucchieri Asset Management Vail, CO Financial Operations Principal Series 27, Series 7, and Series 63 NASD certified. Prepared and reported monthly financial results and net capital requirements to NASD for a $75MM fully disclosed broker dealer. Successfully coordinated audits with NASD, SEC, and external auditors resulting in zero findings. Coopers & Lybrand, (now PricewaterhouseCoopers) Denver, CO Senior Associate Big 8, (now Big 4 ) accounting firm performing annual GAAP audits in various industries for clients such as US West Comm., Navajo Trucking Co., Alert Security Services, and other oil & gas clients. EDUCATION Bachelor of Science, Accounting - Wheeling Jesuit University Honors: Summa Cum Laude, Member Jesuit Honor Society, Alpha Sigma Neu PROFESSIONAL DEVELOPMENT/TRAINING Certified Public Accountant - State of Colorado, State of West Virginia, & State of Mississippi Certified Global Management Accountant Six Sigma and Lean Manufacturing Trained Annual Accounting CPE Courses PROFESSIONAL AFFILIATION Member American Institute of Certified Public Accountants Member Colorado Society of Certified Public Accountants Member West Virginia Society of Certified Public Accountants 5
6 COMMUNITY AFFILIATION Coach Tri-C Soccer Association Member Parkersburg South High School Band & Choir Boosters President, Co-Founder Taylor County Soccer Association Crohns and Colitis Foundation 2008 Present HIGHER EDUCATION COMMITTEES Chair, John Houston Wear Scholarship Trust Audit Committee of the Board of Trustees Finance Committee of the Board of Trustees Investment Committee of the Board of Trustees Facilities & Environment Committee of the Board of Trustees, (IT / Facilities / New Construction) Accreditation Committee Finance Retention Committee Title IX Investigator Veterans Committee International Student Committee Study Abroad Committee Orientation Committee 6
Joseph Trubacz EDUCATION PROFESSIONAL EXPERIENCE
Joseph Trubacz EDUCATION M.B.A., New Hampshire College (now Southern New Hampshire University), Manchester, NH 1983 B.S., University of New Hampshire, Durham, NH 1981 PROFESSIONAL EXPERIENCE UNIVERSITY
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