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