CFO Position Cover Letter

CFO Position Cover Letter


I am in search for a CFO or COO position with your firm or one of your portfolio companies. I am an experienced CFO financial executive and I believe I can add tremendous value to your firm. I have over 25 years of solid financial and business management experience.

My accomplishments include:

Work in partnership with entrepreneurs, individuals, families and foundations in all
wealth management matters and setting a clear and realistic path toward meeting
their goals while optimizing their investments. (Advisor-RKB Investment Group)

Managed the finance, accounting, operations, compliance, and information technology groups for the firm. Integrated FleetBoston’s (new parent company) systems and policies. Reviewed Newport’s international investment holdings and partnerships. Streamlined operational processes of internal and external reporting. (CFO-Newport)

Managed $150MM for various clients and Hanson’s mutual fund. Supervised the entire non-investment operations of the firm including finance, IT, compliance, administration & trading. Analyzed & recommended companies to the investment committee. Provided extensive SEC reporting, research analyses, IPO, mergers/acquisition analyses, portfolio management and trading. (CFO-Hanson)

Managed 85 departmental budgets ($50MM fee revenues and $6MM expenses). Streamlined & consolidated operations. Created & executed strategic plans and budgets for four institutional Citigroup Centers in the west coast. Consistently exceeded profit objectives through expense reduction. (Controller-Citigroup)

Managed and reported on a portfolio of Clorox products with revenues exceeding $500MM & advertising budget of $100MM. Recommended and launched two successful products Liquid Clorox 2 and Soft Scrub with Bleach. (Sr. Analyst Clorox)

Managed $120MM P/L for a high-tech electronic manufacturer. Participated in Northern Telecom’s Accelerated Financial Management Program. (Analyst-NorTel)

I am a proactive, strategic thinker with experience in managing a multi-unit operation. I have an M.B.A. in finance from University of Chicago and a B.S. from U.C. Berkeley. I have a drive for excellence, profit results and a creative response to customer’s needs.


Orinda, California

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