MICHAEL JAY LAWCH, MBA, CPA, CGMA
R: (713) 973-2871 firstname.lastname@example.org
EXECUTIVE FINANCIAL MANAGEMENT
Master’s prepared and seasoned financial professional with brilliant acumen in streamlining and strengthening
financial operations to maximize company performance and profitability. Recognized for a consistent career
history coordinating and directing all phases of project-based efforts in technology, product selling, account
analysis, forecasting, reporting, and financial systems worldwide. Strong problem solving agility and decision
maker who responds to operational and financial challenges with confidence, determination, and focus.
Dynamic consensus builder; facilitates cooperation across ownerships, corporate leaders, and clients.
Areas of Excellence:
Strategic Planning Travel Management Regulatory Compliance
Budget / Project Management Financial Negotiations Forecasting / Cost Analysis
Resource Optimization Risk Management Profit / Market Growth
Sales / Financial Training Team Leadership SEC / Financial Reporting
Financial Proposals Program Training Technology Implementation
INTELLIGENT COMPUTERS, INC.(CHARLES SCHWAB) , Houston, Texas 1995 – Present
President / CEO
Founded corporation and contracted with Optionetics, Inc., a subsidiary of the Charles Schwab Corporation,
for the purpose of conveying financial strategies to the public and selling related products for the stock and
options markets worldwide.
Independently programmed applications and designed stock and trading plans companywide.
Instructed seminars worldwide in financial education and technology empowering and mentoring
participants to manage their finances and purchase products related to the stock and option trading plans.
Directed a global professional training team to ensure company objectives were met.
Recognized as the top selling instructor with personal sales exceeding $3 million annually.
Saved company approximately $300,000 in travel expenditures through exemplary management and
policy setting practices.
Highly adept in explaining complicated concepts in an easy understandable manner to the general public
including publishing several news letters on complex strategies for the average investor.
CRITERION GROUP, INC., Houston, Texas 1985 – 1995
Vice President / Finance and Treasurer
Served in role of Chief Financial Officer for this publicly traded (NASDAQ) company offering investment
advisory services to institutions, individual account clients, and company mix of 20 mutual funds with
managed assets of approximately 11 billion.
Quantifiable success executing stringent negotiations in capturing $5 million in unsecured corporate line
of credit and an additional $10 million of unsecured revolving credit to back a new product initiative.
Project necessitated complex analysis and presentations to assist bankers in product evaluation, associated
cash flows, and credit risks.
Championed the institution of financial controls and processes to sustain the accelerated growth of
company operations—finance group expanded from 2 to 16 professionals within a 2-year span.
Directed the financial reporting processes necessary for the company to become public and return to
private, coordinating with outside legal and audit professionals to insure optimal results.
Originated the strategic planning process by architecting detailed business models to forecast long-term
financial influences of new products and changes to the existing business line. Implemented monthly
financial reviews for senior management and quarterly reports for the Board of Directors.
CONOCO PHILLIPS (AMINOIL, Inc.), Houston Texas 1977 – 1985
Vice President / Treasurer (1983– 1985)
Assistant Controller (1979–1983)
Financial Planning / Reporting Manager (1977–1979)
Accountable for bank operations in Houston, Chicago, and Los Angeles related to internal/external financing,
cash operations, and credit management for a 2 billion oil and gas corporation.
Exercised operational leadership in monthly management of $200 million dollars in cash movements
nationwide and implementation and control of credit lines in the million-dollar range.
Prepared and personally presented verbal and written reports to senior company/parent management related
to financial performance reviews, strategic corporate planning, budgets, and financing proposals.
Conducted SEC reporting processes and evaluated and oversaw installation of numerous major
Participated as voting member on the Systems Steering Committee of the Board of Directors.
EXXONMOBIL (ESSO EASTERN), Houston, Texas
Traveling Auditor and Senior Financial Analyst
-Recent MBA graduate selected to review marketing, refining, and headquarter operations in Japan, Malaysia,
Singapore, and Thailand from both an operating and accounting viewpoint.
EDUCATION / H O N O R S
NORTHWESTERN UNIVERSITY-KELLOGG SCHOOL OF MANAGEMENT, Evanston, Illinois
Master’s in Business Administration / Major; Finance and Accounting, Minor; Quantitative Methods
Quarterly Deans List; Honored with Full Academic Scholarship
Member of Beta Alpha Psi – National Business Honor Society
Bachelor of Science in Industrial Engineering and Management Science / Minor in Computer Science
Deans List, Graduated with Distinction
Participated in a Cooperative Education Program; a 5-year course involving 18 months of external paid work
experience, primarily technology related
Member of the Tau Beta Pi, National Engineering Honor Society
LICENSURE / CERTIFICATIONS / AWARDS
Certified Public Accountant – Awarded a gold medal for highest examination score in the state of Illinois
and bronze medal for third place in the nation.
Member of the American Institute of CPA’s, Texas Society of CPA’s, and Houston Chapter
Chartered Global Management Accountant (CGMA) – Joint certification between the American Institute
of Certified Public Accountants and the Chartered Institute of Management Accountants, (headquartered in
London), representing worldwide excellence in management accounting
Financial Industry Regulatory Authority (fka NASD) Certifications
Series 27: Financial and Operations Principal
Series 3: National Commodity Futures Exam