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David Rowe


Rowe Consulting, Inc

Organizations: PLM Families Together Board of Directors (President, VP, Finance & Audit Comm Chair); Black Horse Run HO Board of Directors (President) Taught marketing and finance at local colleges, Listed in various Who's Who publications, Precinct Election & Early Voting Official. Senate Intern for Strom Thurmond (Speaker Pro Tempore, US Senate); Scoutmaster/Chair for Scout troops (earned Eagle Scout with Silver Palm, Cross & Flame Award, Silver Beaver Award, Award of Merit), Conservationist at Philmont



President : Rowe Consulting, Inc. - [2001-03 to Current]
Perform consulting activities relating to senior-level planning, modeling, taxes and consulting projects for services (including FDIC) and manufacturing businesses to improve management processes and controls, cash flow, and strategic/tactical planning. • Assist companies with Sarbanes-Oxley 404 and 302 initiatives and compliance including risk assessments, creation/re-structuring of controls and testing of internal controls. • Evaluate and develop financial strategies. Design and develop financial and marketing planning models. • Create multi-year interactive business planning models showing pro forma income statement, balance sheet, and cash flow statement using multiple interactive assumptions; designed computerized management reporting methodology. • Document business process workflows, enabling process re-engineering improvements and exceeding audit requirements. • Develop methodologies to automate Accounting and Inventory systems.

Chief Finanial Officer / Vice President : YellowBrick Solutions - [2000-03 to 2001-03]
Created and managed all financial and administrative aspects of software company providing innovative CRM solutions to centralize customer engagements and campaign management. Prepared all sales contracts and proposals for business considerations. In addition to financial, accounting, forecasting, management information systems, taxes, budget and strategic planning, treasury, and risk management functions, responsible for human resources, benefits, purchasing, quality assurance, legal, and facilities. Accomplishments include decreased expenses by $2M, established finance, HR and purchasing functions and processes, re-structured accounts for $0.7M tax savings, acquired $7M in additional financing plus $1M commercial credit line, at favorable rates, and selection/installation of Accounting / HR systems (plus Activity-Based Cost accounting system).

Chief Financial Officer : Enterprise Network Services - [1998-05 to 2000-04]
Managed overall financial operations and policies of software company providing business information enterprise network-related services. Besides typical CFO activities, oversaw legal affairs, restructuring of strategic planning process (with modeling), vendor negotiations, and development and implementation of marketing activities along with sales coordination. Accomplishments included revamping the accounting system, designing process methods and controls, and development of business plan for second phase investor financing.

Sr VP- Admin / Chief Financial Officer : Customer Access Resources - [1993-06 to 1998-05]
Co-founder of 226-employee company providing advanced customer service call center solutions; placed 7th in regional 50th Fastest Growing Companies. Oversaw all aspects of finance, accounting and reporting, taxes, purchasing and vendor negotiations, business forecasting and planning, legal, treasury, insurance, and administration. Evaluated all sales proposals and contracts for financial and business considerations and MIS reporting for accuracy. Accomplishments include: • Co-created Business Plan to Acquire Funding • Implemented Cash Management Controls • Refinanced Debt with Enhanced Terms • Established Business Location and Site • Minimized Account Receivables (< 30 days) • Negotiated Settlements on Contractual Disputes

Business Consultant and Interim Presiden : Polyrol Packaging Systems - [1992-11 to 1993-06]
Served as President after organizational restructuring. Polyrol designed and manufactured customized precision pre-opened plastic packaging. During tenure, company doubled sales and made its first quarterly profit. Prior to sale of company: • Established Management Controls • Implemented Accrual Accounting System • Reduced Overdue Account Receivables • Computerized Quotes / Sales Process, etc

Vice President, Customer Service Operati : Citibank / Citicorp (FIserv) - [1990-04 to 1992-11]
Directed Citibank's total payroll and benefit functions via HR customer service call center, including: 11 payrolls monthly ($2 Billion compensation), disability and other leaves, severance and other terminations, stock options and purchases, restricted stock, executive incentive and 401(k) plans, medical/dental/life/disability insurance plans, retirement and death claims. During tenure, Citibank experienced its most severe downsizing efforts and changes to its benefits plans. Through enhanced automation, business process re-engineering, and focused management: • Increased Work Volumes by 120% • Stabilized Employee Base at 37 • Decreased Overhead Expenses by 12% • Automated 401(k) Loan Process • Planned and Installed a Flexible Benefit Plan • Planned and Created M.I.S. Processes / Controls

Sr Mgmt Consultant (Managing Consultant) : LoBue Associates - [1987-05 to 1990-04]
Managed and directed consulting projects using proactive management skills to satisfy client organizations. Assignments successfully implemented for major domestic and international banking and insurance institutions involving: • Process Re-Engineering / Operational Audit -- eliminated redundant activities and streamlined processes by improving performance effectiveness and developing parallel operations. • Systems Analysis/Office Automation -- reduced office process times with the design, development and implementation of integrated office automation systems, interfaced with mainframe systems. Created detailed information flows demonstrating accomplishment of missions/objectives. • Organizational Analysis -- analyzed employee activities with comparison to broader organizational objectives for consistency and significance. Implemented organizational restructures consistent with strategic plans, functional responsibilities and span of management.

Principal Productivity Mgmt Officer : Mellon Bank - [1984-03 to 1987-05]
Directed the Productivity Management Unit of the Trust & Investment Department (TID) and was responsible for identification, planning, management, and deployment of productivity and quality improvement practices. Implemented improvement recommendations. Created financial analyzes to determine product profitability strategies with comprehensive cost accounting evaluations. Established transfer pricing policy with other departments. As Acting Manager, Strategic and Productivity Management Section (TID), directed and coordinated the strategic planning process within all areas of the Department, including the 5-year revenue and expense projections for all product and expense organizations. Received Premier Achievement Award for automating the planning process.

Management Consultant : Westinghouse Electric - [1979-01 to 1984-03]
Project Manager for internal consulting organization. Successfully implemented recommendations through continual interaction with top management to satisfy clients' needs within both union and non-union environments, including: • Productivity Measurements -- developed concept for measuring productivity of white-collar organizations utilizing a participative approach for quantifying the total effectiveness of an organization; • Materials Management -- installed MRP system, including training of division personnel and creation of user procedures. Successfully developed and implemented a corporate methodology to improve corporate cash flow and profitability through enhanced cycle time and cost control management.

Electrical Engineer : US Army Corps of Engineers - [1976-09 to 1977-09]
Served as the site engineer for a major navigational lock facility. Received recognition award for computer simulation on two major river systems.



Graduate, Financial Planning : College for Financial Planning - [1987 to 1989]

MBA, Management : The University of Tennessee - [1977 to 1978]

BS Engineering, Engineering : Clemson University - [1970 to 1974]