Experienced executive with over 25 years experience across finance operations, private equity, financial client services and operations. Initial experience in public and private company auditing, buy and sell-side client advisory, and investment banking. Broad Industry experience with deep focus in various software and technology firms.
Ability to manage complex work loads across multi-cultural environments and deliver measurable results. Solid financial acumen coupled with unflinching ethics used to foster and grow valuable partnerships in any work environment. Deep experience in leading diverse teams with a variety of backgrounds and goals through successful and challenging times.
CFO @ I'm responsible for financial operations of the consolidated M4 entity, and lead financial and reporting, audit, tax, business development and integration activities for Changepoint, Lochbridge focused on growing the profitability of Lochbridge, Changepoint, and Uniface. Focused on organic acquisition-driven growth. From February 2015 to Present (9 months) Primarily North America and EuropeMember of the Audit Committee @ From September 2009 to Present (6 years 2 months) Washington D.C. Metro AreaVice President, Finance @ My most recent role involved leading due diligence, post-deal implementation, ongoing portfolio monitoring, and exit activities on deals directly and through heading up a group of 9 other professionals. In addition, I worked to enhance the operational effectiveness of the team to best support the funds' operations. Served on several portfolio company boards. From May 2010 to February 2015 (4 years 10 months) Hermosa Beach, CACEO @ While working for Marlin Equity Partners, I served as the interim CEO of one of the portfolio companies manufacturing and selling a variety of consumer goods in the United States through big box retailers and specialty stores. From June 2011 to August 2011 (3 months) Commerce, CAVice Chairman, Board of Directors @ At Project Enterprise, I worked as a member and officer of the Board of Directors to help move PE's agenda forward to provide privately-funded small business loans and business services to NYC-based entrepreneurs that would not be able to secure funding to start or grow their businesses in the normal SBL market. From 2003 to July 2011 (8 years) Director @ From March 2004 to December 2009 (5 years 10 months) Chief Financial Officer @ Responsibilities included acquiring adequate equity investment to develop and grow this new business to over $1m annual revenue, establish an accounting and reporting platform, developing key supplier relationships (including onshore software development), managing legal, human resource, tax, treasury and other administrative functions, and serving as an integral member of the company's leadership team in establishing a viable enterprise software company from early development to revenue generation From 2001 to 2004 (3 years) Associate, Investment Banking @ Investment banking associate in the Retail, Apparel & Footwear group. Assisted in several debt issuances for clients, prepared and presented pitches to current and prospective clients, and assisted in the IPO preparation for a large retailer in the Pacific Northwest From 1999 to 2001 (2 years) Associate @ Summer internship in the consumer products group during MBA studies. From 1998 to 1998 (less than a year) Manager, Transaction Services @ From 1995 to 1997 (2 years) Senior Associate @ Provided assurance advisory services to a broad array of middle market clients in technology, publishing, defense contracting and the fresh and further-processed food industries. From September 1990 to 1995 (5 years) Baltimore, Maryland Area
MBA, Finance & Entrepreneurship, 3.6+ @ The University of Chicago - Booth School of Business From 1997 to 1999 Bachelor of Science, Accounting @ University of Delaware From 1986 to 1990 Erik CGMA is skilled in: M&A due diligence, Private Equity, Accounting, Mergers, Due Diligence, Financial Analysis, Investment Banking, Special Situations, Growth Capital, Venture Capital, Start-up Ventures, Executive Management, Financial Modeling, Business Strategy, Business Development, Strategic Financial..., Recruiting, Non-profit Volunteer, Mergers & Acquisitions, Corporate Development, Finance, Entrepreneurship, Financial Reporting, Corporate Finance, Restructuring