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W. Gregory Schmid [email protected] http://www.linkedin.com/in/GregSchmid C (216) 548-6170 EXPERIENCED FINANCIAL PROFESSIONAL Senior financial professional experienced in financial analysis, accounting, and Non-Profit operations. Seeking a CFO or Controller position in a team-oriented, progressive company with the ability to help direct the profitable growth of the company. SKILLS Managing multiple projects simultaneously. Managed the demands of a commercial loan portfolio of 36 customers with loan commitments over $400 million, and continued to look at new business opportunities. Worked collaboratively with sales and product partners, analyzed and documented commercial loans and other products, and monitored credit quality and financial performance. Performing detailed financial analysis and modeling realistic budgets and projections. Assessed the key performance variables and modeled a financial model for a rapidly growing company with two diverse business models, which led to the syndication of $95 million in credit commitments. Developed a detailed business analysis and acquisition model to determine the valuation of a client’s potential business partner. Designed a flexible credit structure for a rapidly growing international service company which helped the company increase its public market capitalization by over 300% in an 18-month period. Developed programs for an interstate banking acquisition strategy and for tracking and collecting charged-off loans. Mentoring and training staff members. Mentored and trained 12 individuals as interns, credit analysts and accounting clerks, with all of them assuming more responsibility as underwriters, branch managers, commercial bankers, and accountants. Developed training modules on cash flow, liquidity, budgeting, and projections. Accounting and software knowledge. Managed relationships with a family-owned contractor’s bankers and other professionals, prepared financial statements, cash flow forecasts, and tax documents, and supervised all of the accounting functions. Selected and implemented accounting software for the company. As Treasurer of three Non-Profit organizations, Reconciled bank statements, and prepared financial statements and budgets. Selected and implemented QuickBooks for all three entities. Documented and implemented accounting processes, trained the company’s employees in QuickBooks, and prepared financial statements and tax filings for a start-up restaurant venture. I am proficient in Microsoft Office Suite, Moody’s Financial Analyst, QuickBooks, and other software programs.

Controller in Cleveland OH Resume Gregory Schmid

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Page 1: Controller in Cleveland OH Resume Gregory Schmid

W. Gregory Schmid [email protected] http://www.linkedin.com/in/GregSchmid C (216) 548-6170

EXPERIENCED FINANCIAL PROFESSIONAL Senior financial professional experienced in financial analysis, accounting, and Non-Profit operations. Seeking a CFO or Controller position in a team-oriented, progressive company with the ability to help direct the profitable growth of the company.

SKILLS

Managing multiple projects simultaneously.

Managed the demands of a commercial loan portfolio of 36 customers with loan commitments over $400 million, and continued to look at new business opportunities.

Worked collaboratively with sales and product partners, analyzed and documented commercial loans and other products, and monitored credit quality and financial performance.

Performing detailed financial analysis and modeling realistic budgets and projections.

Assessed the key performance variables and modeled a financial model for a rapidly growing company with two diverse business models, which led to the syndication of $95 million in credit commitments.

Developed a detailed business analysis and acquisition model to determine the valuation of a client’s potential business partner.

Designed a flexible credit structure for a rapidly growing international service company which helped the company increase its public market capitalization by over 300% in an 18-month period.

Developed programs for an interstate banking acquisition strategy and for tracking and collecting charged-off loans.

Mentoring and training staff members.

Mentored and trained 12 individuals as interns, credit analysts and accounting clerks, with all of them assuming more responsibility as underwriters, branch managers, commercial bankers, and accountants. Developed training modules on cash flow, liquidity, budgeting, and projections.

Accounting and software knowledge.

Managed relationships with a family-owned contractor’s bankers and other professionals, prepared financial statements, cash flow forecasts, and tax documents, and supervised all of the accounting functions. Selected and implemented accounting software for the company.

As Treasurer of three Non-Profit organizations, Reconciled bank statements, and prepared financial statements and budgets. Selected and implemented QuickBooks for all three entities.

Documented and implemented accounting processes, trained the company’s employees in QuickBooks, and prepared financial statements and tax filings for a start-up restaurant venture.

I am proficient in Microsoft Office Suite, Moody’s Financial Analyst, QuickBooks, and other software programs.

Page 2: Controller in Cleveland OH Resume Gregory Schmid

W. Gregory Schmid Page 2

Developing Strategic Plans

As Vice President of Project Learn, an adult literacy agency, designed and developed a group school plan which was implemented by the agency and is still active after 15 years. This plan allowed the agency to address an imbalance between volunteers and students, which enabled the agency to expand its services.

COMMUNITY INVOLVEMENT

Participate in various fundraisers and campaigns within local community.

Vice President of a local adult literacy agency and founded a similar agency in Northern Kentucky. Recognized as United Way Spotlight Volunteer of the Year, 1999. Helped plan benefits which raised more than $250 thousand over a 7-year period, including one year as DJ and one year as Benefit Chair. Taught five adults to read, with two of them subsequently earning their GEDs.

President of Cleveland Metro Ski Council (CMSC), an organization consisting of 24 ski clubs in Ohio, Pennsylvania, and New York, with over 2,500 members. Was Treasurer of CMSC for two years and Delegate for two years. Served as Treasurer and President of Hi Rise Ski Club for two years each, and Chairman and Vice President for one year each.

WORK HISTORY

Self-employed financial consultant, 2015.

Senior Underwriter, JPMorgan Chase Bank, 2002-2014.

Regional Commercial Credit Administrator, Credit Department Manager, Underwriter, US Bank, 1992-2002. Efforts led to a $150 million increase in portfolio.

Relationship Banker Trainee, Banker, Assistant Vice President, Credit Department Manger, Huntington Banks, 1987-1992

Investor Relations Representative, Financial Analyst, Huntington Bancshares, 1985-1987. Designed and edited 1985 Nicholas Award-Winning Annual Report to Shareholders.

Controller, Marinas Internationale, Ltd., 1982-1983.

EDUCATION Cleveland State University. Certificate in Non-Profit Management. 4.0 GPA.

Colgate Darden Graduate School of Business, University of Virginia. MBA. Developed case studies for Center for International Banking Studies. Point Park College, Pittsburgh, PA. B.S. Summa Cum Laude Accounting, B.A. Summa Cum Laude Journalism. Earned PICPA Award for Outstanding Accounting Graduate.