Joe Sant - Chief Financial Officer Resume Simple
A highly accomplished finance professional with over 20 years of experience in financial analysis, budgeting, forecasting, and reporting. Proven track record of developing and implementing strategic plans to achieve business goals.
  • treasury, management, writing, credit, business plan, reporting, banking, monitoring, sales force, financial reporting, finance, accounting, human resources, gaap, tax, analysis
  • treasury, investor relations, management, writing, credit, business plan, banking, monitoring, fundraising, controller, private equity, office, tax
  • 2017-12-252017-12-25

    Chief Financial Officer


    • Led the Finance team in the development of a new business plan and a successful credit facility. The company was acquired by the company.
    • Provide leadership and direction to the accounting Manager, including the design of a new financial reporting system, the analysis of the company's financial and operational performance, and the creation of a new management tool.
    • Developed and implemented treasury management system, including monitoring and reporting of tax and insurance policies. Trained and supervised staff of 6.
    • Developed a new management reporting system to track and report the company's financial performance for the company. This included the design of a new banking relationship, and the creation of a new loan package.
    • Conducted research and analysis of the company's financial statement and its impact on the company‚Äôs financial statement. Worked with the external auditors to design and implement a new management tool.
    • Led the design and development of a new financial system for the company. Developed and implemented a formal monthly closing process for the sales force.
  • 2017-12-252017-12-25

    Managing Director

    Tutor Time Learning Center

    • Finance lead for the acquisition of a private equity firm. Responsible for the financial due diligence and the sale of the company.
    • Managed the sale of a private equity venture to the corporate office. Negotiated and closed all deals with the banks, including the preparation of the deal letter, and the coordination of the legal counsel.
    • Responsible for all treasury management functions including banking relationships, investor relations, and liaison with bankers, lenders, and external tax consultants.
    • Developed and implemented a new venture capital structure for the company. Worked closely with the CFO and Controller to develop and implement a strategic plan for the organization.
    • Created and executed marketing materials for private equity fundraising and credit counseling. Served as a liaison between the bank and the client.
    • Established a new financial system, including writing and implementing a new chart of accounts and establishing a standardized chart of accounts.