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Paul Whitley

214-477-6039 ~

mail@pwhitley.com

~

www.pwhitley.com

~ LinkedIn ~ Online Profile

OBJECTIVE SUMMARY

Seeking a senior position in Financial Services, Operations, and Risk Management with a focus on Finance, Operational

Management, Team Leadership, and Process Improvements. Hands-on Manager with broad experience including

progressive career growth leading to Controller, CFO, COO, SVP and Interim Executive, each with global responsibilities in

middle market companies. Extensive experience in ABL, Cash Flow and AR lending, Underwriting, Risk Mitigation, Lean

Management, Shared Services, Branding, Marketing and Customer Relationship Management.

P&L to $181M ~ Increased Revenue 38% ~ Reduced Expense 22% ~ Teams to 1,200 ~ Chairman’s Club Production ~ 22-30% ROI

Areas of Expertise

Corporate Finance / Fund Raising

Risk Management & Due Diligence

CRM & ERP Systems Implementation

Lending – A/R, M&A, ABL and Cash Flow Loan Portfolio Management

Branding Positioning and Deal Structuring

Top/Bottom Line Performance

Lean Management Cost Controls

Forecasting, Planning & Budgeting

Accounting (US GAAP) - Corporate Tax

Shared Services Improvement

Analysis Modeling, Metrics, RFP’s, & LSA’S

Selected Experience and Accomplishments

Accounting and Operational Management

Directed and managed Retail Company annual revenue growth from $4M to $181M and 4 to 71 locations through

progressive responsibilities of CFO/COO/CMO/GM with Brand Development & marketing initiatives, implemented Total

Quality Management (TQM) for business and personnel policies developing employee retention plans to reduce turnover

from 80% to lower than 32% in a high turnover industry.

Increased sales by 38% in a Consumer Services Company in the first year with same level of inbound calls while

reducing support payrolls by 22%. Designed and integrated new technology operating systems to provide Shared

Services with aggressive Lean Management initiatives supporting sales scripts increasing closing ratios.

Business Development and Portfolio Management

As BDO Officer and SVP, produced revenue growth exceeding $100M average per year for 15 years in Asset Based

Loans with annual ROI’s ranging from 22% to 30%. Sourced all new business, managed startup divisions of

Underwriters, Auditors and Portfolio Managers.

Built factoring, medical, mortgage, consumer, commercial and distressed portfolios and asset based lending in hard

money bridge capital, acquisitions, real estate that averaged levered returns from 22-30% ROI in the multiple verticals.

Managed up to $500 million in client portfolios including necessary turnaround management for acquired accounts.

Created consumer credit score cards for 3 companies with portfolios ranging from $1M to $35 M.

Marketing and Branding of Commercial Lending companies improving market recognition from measured 2% to over

70% upon contact for multiple companies. Developed strategic sales initiatives, processes and monitored/updated

supervisory policies and procedures applicable to multiple vertical developments.

Startup

Building foundation infrastructure, writing business plans, supporting efforts to raise initial and follow-on capital,

developing and delivering investor presentations, etc.

Education

Graduate School

– Internet Technology - E-Commerce, University of Dallas, Dallas, Texas

BBA

– Finance/Accounting, University of North TX, Denton, TX