Certifications
CPACertified Public Accountant
Sector Experience
Consumer Goods
Financial Services
Healthcare
Technology
Experience
Loftis Consulting
Management Consulting
President
2/2010 - Present
Loftis Consulting has various clients in different industry sectors and specialties.
• Delivered CFO services for a fast growing healthcare practice to ensure sustained growth through process improvement and development of key performance metrics
• Provided strategic CFO services for a start-up online gaming company resulting in investor capital funding
• Created budgeting and project evaluation process
• Delivered CFO services for a fast growing healthcare practice to ensure sustained growth through process improvement and development of key performance metrics
• Provided strategic CFO services for a start-up online gaming company resulting in investor capital funding
• Created budgeting and project evaluation process
HSBC North America
Corporate Strategy & Development
VP of Management Information Planning & Analysis
5/2008 - 2/2010
Developed corporate plan and managerial reporting for North American operations.
• Successfully developed methodology for full allocation of corporate costs to business units resulting in corporate cost reductions driven by fully loaded business unit profitability
• Achieved $1.2b in annual savings one year earlier than planned through the integration of HSBC and Household International by effectively working with 32 different integration teams
• Successfully developed methodology for full allocation of corporate costs to business units resulting in corporate cost reductions driven by fully loaded business unit profitability
• Achieved $1.2b in annual savings one year earlier than planned through the integration of HSBC and Household International by effectively working with 32 different integration teams
HSBC North America
Corporate Strategy & Development
VP of Strategy & Corporate Development
1/2003 - 4/2008
Identified and determined feasibility of possible acquisition targets. Developed business valuation models and determined acquisition pricing. Participated in deal due diligence and negotiations. Developed regional strategies for each banking and consumer finance division as well as short-term operating plans.