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Barbara Ward Wilson

Chief Financial Officer at Helm Financial Corporation - San Francisco-Silicon Valley, États-Unis

Résumé général


Experience professionnelle

2000 - Courant
CHIEF FINANCIAL OFFICER - Helm Financial Corporation

Transportation/Trucking/Railroad

Manage all financial aspects of a private equity owned equipment leasing company with over $400 million in assets. Responsible for the financial management, reporting and funding of two joint venture partnerships with Fortune 500 companies. Implemented corporate restructuring including, renegotiation of seller preferred stock, and syndication of new subordinated and senior credit facilities. Implemented cost cutting, cash preservation and staff reduction plans. Worked to sell the company to a private equity firm via an auction process, achieving a successful liquidity event. Extensive experience managing relationships and communicating with, key corporate stakeholders including investors, employee shareholders, financial institutions and service providers. * Responsible for Finance, Accounting, Treasury, Tax, Human Resources, and IT of a private financial services company with an expertise in railroad equipment.* Implemented cash flow forecasting and controls, designed financial reporting package and annual budget process. * Evaluated, selected and led the implementation of new general ledger and cash management systems. Managed the team that developed a new relational asset database.* Responsible for operating and capital budgets, cash management and cash investment plans. * Responsible for the selection and management of all corporate commercial and liability insurance programs and all corporate benefit plans.* Responsible for communicating with the Audit Committee, lenders and rating agency contacts. * Implemented new corporate liability and casualty insurance plans, 401-k plan, medical, dental and insurance benefit plans. * Serve as chair of the 401-k executive committee.* Managed RFP's for audit, tax, property tax and 401k plans.* Extensive experience in arranging and managing syndicated credit facilities with commercial bank, CLO, hedge fund and insurance

1999 - 2000
DIRECTOR - HOULIHAN LOKEY HOWARD & ZUKIN

Financial Services

Originated and executed merger & acquisition advisory projects and private debt and equity raising opportunities with middle market companies in the Western U.S. Product focus included senior and mezzanine debt and private equity placements, and merger & acquisition advisory products.Originated and sold a privately held electronic equipment manufacturer to a strategic buyer.Managed sale of fiber optic equipment company to European based strategic purchaser.Manage and mentored professional staff on deal structuring, process management and client relationship issues.

1999 - 1999
MANAGING DIRECTOR - BANCBOSTON ROBERTSON STEPHENS

Financial Services

Selected to assess and develop a multi-faceted business strategy for languishing IT lending division. Additionally, originated new business opportunities with clients and prospects in the Western U.S. Product focus included loan syndications, high yield bonds, private debt placement, derivatives and merger & acquisition products. Responsible for managing relationships with numerous private capital firms.As senior officer, coached professional staff on deal structuring, client management and credit issues.

1998 - 1999
MANAGING DIRECTOR INDUSTRIAL GROWTH GROUP - BancBoston Robertson Stephens

Financial Services

Originated public debt and equity transactions and merger & acquisition opportunities with clients throughout the US. Responsible for new business origination and senior level execution of transactions. Managed initial public offerings for two internet companies and one high growth communication equipment company. Completed due diligence, S-1 filings and road shows.Won sale mandate in a competitive bid situation for a company valued at over $550 million. Originated and managed a $75 million public high yield bond opportunity generating $1 million in fees.

1987 - 1998
Managing Director - Bank of Boston

Banking

Originated loan sndications, high yield bonds, private debt placement, derivative and merger & acquisition product opportunities with corporate clients and prospects. Integrated capital market, debt and merger & acquisition strategies to financially engineer capital enhancement solutions for clients. Frequent public speaker at industry conferences.


Education

N/C
- 1990

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