TIMOTHY J. HENNESSEY, CPA MBA
Two Isle of Venice
Fort Lauderdale, Florida 33301
Phone: 954-533-6233 EMail: email@example.com
SUMMARY A seasoned finance and accounting professional with over twenty years experience in
corporate finance and accounting, investment banking, public accounting/auditing, and
as CFO/Controller of several mid-sized companies.
1985-1987 KELLOGG SCHOOL OF MANAGEMENT Evanston, IL
Masters Degree in Business Administration (MBA) - concentrations in Finance,
Managerial Economics and International Business. Magna Cum Laude.
Student Body President. Summer internship with IBM World Trade in Tokyo, Japan.
1978-1982 UNIVERSITY OF NOTRE DAME Notre Dame, IN
Bachelors Degree in Business Administration (BBA) – concentration in Accounting.
Certified Public Accountant (CPA). Deans Honors List. Summer internship with Ernst
& Young in Pittsburgh, PA.
2000-2001(evenings) NEW YORK UNIVERSITY New York, NY
E Commerce. Professional Certification in E Commerce from NYU’s Department of
Information Technology. Studied enterprise-based (ERP) systems, B2B and B2C
business models, and web-based ASP technologies.
2001-Present HENNESSEY FINANCIAL SERVICES Fort Lauderdale, FL
Chief Financial Officer / Controller
Founded business which provides CFO/Controller services to companies on a full time,
contract or project basis. Clients include small and mid-sized companies, acquisitions,
turnarounds and startups. Services provided include: financial reporting and board
presentations; budgeting and financial modeling; managing AR, AP, HR and
Administrative areas; raising capital; mergers and acquisitions; strategic planning and
investor/shareholder relations. Solid experience in numerous industries including real
estate, healthcare, telecommunications, hospitality/food service, media, internet/e-
commerce, retail, manufacturing, insurance/financial services and film/motion pictures.
Average client engagement length: six months. See also www.henfinancial.com.
1998-2001 WELLNESS DISCOVERIES INC. New York, NY
Chief Financial Officer & Executive Vice President
CFO of healthcare company which provided editorial content and commerce links to the
Wellness, Fitness and Alternative Medicine industries. Wellness/Fitness business link for
WebMD after its IPO. Directly responsible for financial statement and forecast
preparation, raising debt and equity capital, detailed financial analysis, and negotiation of
mergers, acquisitions and joint ventures. Managed relationships with shareholders,
commercial and investment banks, and legal, accounting and tax advisors.
1993-1998 DELOITTE & TOUCHE New York, NY
Managing Director, Investment Banking Group
Senior member of Investment Banking/Corporate Finance Group. Directly responsible
for all capital raising transactions for clients including equity/venture capital, private
placements and acquisition financings. Responsibilities included marketing financing
Timothy J. Hennessey
transactions to investors, maintaining relationships with debt and equity capital sources,
preparing financial projections and written materials, and legal documentation and
closing of transactions. Specialized in raising capital for middle market (pre-IPO)
companies, including debt and equity financings for expansions, leveraged buyouts and
recapitalizations. Arranged financings in a wide variety of industries including
information technology, pharmaceuticals, financial services, retail and energy.
1991-1993 SIB, Ltd. (an affiliate of JP MORGAN) New York, NY
Vice President, Investment Banking Group
Member of two man Corporate Finance team hired to restructure troubled loans and loan
investment portfolio. Extensive experience in restructurings, bankruptcy negotiations,
credit analysis and workouts. Acting CFO of portfolio company located in Arizona for
six months - managed staff, cash and financial reporting while directing the due
diligence, bidding process and ultimate sale of the company. Created several financing
structures during purchase negotiations that were instrumental to the successful sale of
1987-1991 MORGAN STANLEY DEAN WITTER New York, NY
Senior Associate, Investment Banking Group
Member of the Acquisition and Private Finance Group of MSDW’s Investment
Banking/Corporate Finance Division. Specialized in raising capital for middle market
companies including leveraged buyouts, private placements and growth financings.
Responsibilities included preparing detailed financial projections, structuring and
marketing transactions to potential investors, writing descriptive company
materials/memoranda, negotiating financing terms and covenants, and legal
documentation and closing of transactions. Successful financing transactions executed
within numerous industries and included senior secured and unsecured debt, subordinated
debt with warrants, and private equity. First job after two year MBA program at
Northwestern University (Kellogg).
1982-1985 ARTHUR ANDERSEN & CO. Chicago, IL
Prepared and analyzed audited financial statements in a wide variety of industries
including telecommunications, manufacturing, nonprofits and financial services.
Developed knowledge of SEC regulations and filing requirements. Assisted with
researching and filing corporate tax returns. Left to pursue MBA at Northwestern
COMMUNITY Board Member and Treasurer, Stonewall Community Foundation; Advisory Board,
Miracle House (winner of Jesse Taylor Award for outstanding volunteer service);
Alumni Admissions Committee, Kellogg School of Management; Member, Notre Dame,
Kellogg and Northwestern Alumni Clubs of South Florida.
OTHER Certified Public Accountant (CPA). FINRA Registered Representative, Series 7 and 63.
Licensed Community Association Manager (LCAM). Licensed Realtor (Florida). Very
proficient in Excel, PowerPoint, Word and several types of accounting software including
Great Plains, Oracle, MAS90, Peachtree, QuickBooks and Navision.
REFERENCES Available upon request.