Geoffrey Fellows
39 Vista Firenze, Laguna Hills CA 92653
Finance Executive with 15+ years of progressive experience from Financial Planning Analyst through Chief Financial Officer in the
United States and abroad
CAREER HIGHLIGHTS
· Integrated Enterprise Reporting System
with Finance, Human Resources, and IT to bring 'near time' data to desktops giving management access to 360 degrees of company information
within 24 hours
· Re-designed company commission program to focus on high margin products,
driving Gross Margin +10% within first quarter of implementation
· Led Due Diligence/Negotiating
team through acquisition, and served as CFO; negotiating lines of credit, managing cash flow, integrating operations and improving
bottom line margin by 50% within 2 years
· Managed staff across 8 countries to achieve common
goals and deliver on financial objectives
· Founded and served as the first President and
CEO - PSCU Employee Hardship Foundation, Inc, a non profit Employee Assistance Public Charity
CAREER SPECIFICS
PSCU-Financial
Services, Inc. 2003 to Present
Vice President Finance - Financial Planning and Analysis
Credit Union Service Organization serving 25% of nation's largest Credit Unions - $600+m Rev/Year
Member of the Executive Management Team, responsible for helping to set and achieve the company’s mission
and strategies through financial management of divisions, subsidiaries and lines of business
· Fostering Organic Growth – Devised and executed plan to reorganize into Lines of Business, better enabling 5 “siloed” internal divisions
to support internal and external customers. Grew Customer Care Line of Business revenue +6% by redesigning pricing practices to attract
large customers. Designed and implemented Product Profitability reporting, which culminated in elimination or enhancement of several
under performing products and greater focus on the most profitable ones.
· Leading M&A –
Headed due diligence teams to evaluate 12 potential mergers with or acquisitions of other industry players. Played integral role in
subsequent financial modeling, negotiations and purchase of multi million dollar call center and software development operation in
Detroit, Michigan. Responsible for Financial integration.
· Implementing Key Systems – Led
2-year, company wide improvement effort for the forecasting and planning process, including requirements gathering, vendor/package
selection, package implementation, process improvement, organizational alignment, data warehouse development, report production, and
program roll-out. Transitioned company from spreadsheet-based forecasting to best practice processes and technology, resulting in
a reduction of monthly variance from +/-5% to +/-1% within the first month.
· Launching New
Products – Managed the addition of 3 new product lines, bringing on board 100+ staff and 140 new customers. Realized 1st and 2nd year
growth rates of 100%+ and 87%+, making those products the fastest growing in the history of company.
· Driving Productivity Improvements – Created Productivity Department within Financial Services Division, charged with stripping out
2.5% non value-add cost per year. Authored 'Financial Value Creation' concept, tools and reporting to help management balance bottom
line growth with top line price reductions.
Ingram Micro 2000 to 2003
Senior
Sales Operations and Financial Performance
$25+ b Rev/Year distributor of Information Technology products and services
As member of
Senior Financial Management Team, worked in close conjunction with Sales to drive profitable business growth within $5b Consumer Markets
Division.
· Acquiring New Customers – Assisted Sales in procuring several Fortune 100 “wins”,
including Dell, Walmart and Amazon.com, by tailoring offerings to satisfy their critical needs, which ranged from credit terms and
financing to operational efficiencies to inventory management. Developed predictive modeling capabilities that allowed Sales to maximize
returns on marketing spend.
· Segmenting Opportunities – Developed and implemented matrix
pricing structure and technology, integrated with enterprise-wide shipping, inventory and accounting systems, that allowed Ingram
Micro to “out wit” automated shopping robots. Captured significant share of high-end, high price-point sales among Internet-based
customers. Enhanced profitability 300bp in first 6 months. Rolled out pricing methodologies to Asia/Pacific Region and European Union
countries.
· Maintaining Controls and Security – Served as member of joint team sent to uncover,
audit and asses impact of multi-million dollar fraud in Mexican operations.
Imagyn Medical Technologies 1998 to 2000
Director of Sales Operations
Niche manufacturer of laproscopic medical equipment - $35 m Rev/Yr
With
company in Chapter 11 receivership, responsible for developing and executing controlled revenue growth opportunities to demonstrate
to court and creditors the long term sustainability of the company.
· Opening New Markets
– With EVP of Sales, successfully managed company through 6 month Defense Department Approved Provider Program (DAPP) qualification.
In first year, grew company revenue 14%+ via DAPP channel.
· Retooling Operations –
Reorganized sales force, creating an internal Sales/Customer Support group, allowing field sales to concentrate on new sales wins. Also realigned internal support staff toward improving customer care and satisfaction, increasing repeat sales revenue 5%+.
· Creating New Opportunities – With CFO, developed unique pricing methodology for revolutionary "Re-sposable" medical instrumentation.
Showed hospitals how to purchase high-end capital equipment at disposable prices. Increased sales 5%+ in first year.
OTHER PROFFESSIONAL
EXPERIENCE
|
ARAMARK |
Director Retail Services |
California, USA |
|
1997 to 1998 - Profit
and Loss responsibility for $5m Retail Operation on campus | ||
|
KPMG Peat Marwick |
China Entry Specialist |
Taiwan, ROC |
|
1995 to 1997 - Assist American and European firms find business opportunities in China | ||
EDUCATION & OTHER
2000 - MBA, University
of California, Irvine – International Finance
1992 - BA, Johns Hopkins University – International Relations
Published Author - articles
on 'International Trade' and 'The Economic Impact of UN Membership'
Proficient in PC/Windows applications, Hyperion, Lawson and Business
Objects
Fluent in Mandarin Chinese, Conversant in Spanish
CFA Candidate / FAA Licensed Pilot / Ironman Tri-athlete