D.

CRAIG DEAN
901 Overton Avenue, Yardley, PA 19067 215.791.1740 dd8fbfc6@westpost.net
VP FINANCE, STRATEGY & ANALYTICS o CHIEF FINANCIAL OFFICER o
CONTROLLER
Multifaceted Senior Financial Executive with more than two decades of
experience dramatically cutting costs, building efficiency, and
increasing bottom line. Dynamic leader who has led multiple successful
turnarounds of failing, stagnant, and underperforming businesses and
business units through effective process reengineering, and activity
based / business performance management systems. Strategic
professional, who develops actionable, executable operational plans.
Broad industry experience: financial, manufacturing, construction, and
oil & gas.
Change Management o Consulting o Joint Ventures o P&L o Restructuring
o Start Ups/Turnarounds o Strategic Planning o Team
Leadership/Motivation o Cost Reduction o Ops Management o Process
Improvement o Outsourcing o Budgeting o Cost Accounting o Cost/Benefit
Analysis o Financial Analysis o Financial Statements o M&A o Market
Analysis o Sales Forecasting o IT Infrastructure/Design o Activity
Based / Client Profitability Management Systems o Bench Marking o
Balanced Scorecard o Shared Services o Asset Divestitures
PROFESSIONAL EXPERIENCE
L.C. DEAN, LLC, Yardley, PA 2008-Present
Acquires and exploits oil producing assets in the Permian Basin area
of West Texas
Managing Partner
Develop financial models of prospective acquisitions, including
pro-forma financial statements, cash flow forecasting, and IRR / ROI
forecasting. Prepare and present deals to high net worth individuals,
private equity energy fund groups, and institutional investors to
raise necessary capital. Report monthly on performance to investors.
Provide financial oversight for 3rd party operator joint interest
billings. Negotiate lease / purchase with current leaseholders /
royalty interests.

* Raised initial $25M in 2 years; funds have been utilized to

purchase 9 producing properties with associated capital
improvements.
* Properties have experienced an average 5.6X production increase,
growing initial daily production from 150 BBLs/day to 850
BBLs/day.
* Developed $75M loan facility agreement-in-principle with Macquarie
Bank.
MERRILL LYNCH RETIREMENT GROUP, Pennington, NJ 2002-2008
Retirement services provider with $192B in AUM, and annual revenues of
$1.1B with EBITDA of 27% (2007)
VP, Finance
Served as internal consultant reporting directly to CFO and President,
interfaced with outside consultants (including McKinsey & Co. and
Cerulli Associates), and with C-level executives of merger candidates.
Partnered with CEO, CFO, and business unit managers to create 5-year,
long-range plan focused on organic growth opportunities for each
product line. Performed M&A target acquisition due diligence, market
research, integration, and turnaround management. Developed web-based
Balanced Scorecard and Benchmarking Reporting processes tracking
operational and organizational KPIs. Led team of 3 VP/AVP level
analysts.
* Developed Activity Based Management system and implemented
Client/Product Profitability reporting system, developing data
that directly contributed to increase in revenues from $685M in
2002 to $1.1B in 2007 with related EBITDA increase from 14% to
27%.
* Led stock option down-stream analysis resulting in retention of
business unit targeted for divestment, by demonstrating that
program generated $140M/year in revenues through additional ML
services purchased.
* Built financial business models including Internal transfer
pricing model for Blackrock / Merrill Lynch Investment Managers
merger, and modeled financial impacts to Retirement Group for
proposed asset/distribution fee sharing agreements; model results
were utilized as basis for final sharing agreement.
* Created share class truncation database/reporting model to predict
timing/revenue loss impacts of shares truncated from A to I.
Partnered with CFO to develop plans to mitigate revenue losses.
* Led reengineering of FA compensation system to create more
competitive plan pricing resulting in higher win/loss ratio for
RFPs.
* Recognized urgent need to develop retirement income products for
Individual Retirement Account clients, and successfully sold
analysis to senior management.
D. CRAIG DEAN o dd8fbfc6@westpost.net
Vice President, Strategic Business Initiatives / Global Private Client
2001-2002
Co-led strategic review of Global Wealth Management for North American
business units including Brokerage, Banking, Marketing, Insurance,
Retirement, and Operations support, focused on Retail/Advisory,
Banking Credit Card, and Operational support. Identified and executed
cost-saving measures and new revenue opportunities.
* Review of Retail/Advisory business unit led directly to
restructuring of FA retention strategies, training programs, and
office/advisor North American footprint, with direct savings of
$300M/year.
* Proposed 3rd party vendor renegotiations, outsourcing, and
process/business unit reengineering for operational support,
including Marketing and Print Technology center, resulting in
savings of $200M/year.
* Spearheaded Banking Unit review, and proposed vendor
replacements/renegotiations, and internal process improvement
initiatives for savings of $30M/year.
* Co-led feasibility study for issuing new credit card product
through retail and banking operations. New credit card product was
offered, generating $500M/year in new revenue after year 2.
URS, Austin, TX 2000-2001
The largest design engineering and construction firm in the US with
revenues of $10.1B
Vice President, Finance, North American Region
Recruited to consolidate regional back office support centers into
single, shared-services hub. Led team of 10 direct reports with total
staff of 525 employees.
* Slashed outstanding accounts receivable from $420M to $14M in 6
months, and reduced average outstanding receivables from 120 days
to 45 through process reengineering and employee incentive
programs.
* Consolidated 3 legacy ERP systems into a single, firm-wide JD
Edwards ERP system.
SCGROUP INCORPORATED, El Paso, TX 1997-2000
Real estate holding company with 4 publically traded REITs and 9
private companies
Vice President, Finance, Shared Services
Recruited to implement Activity Based Costing, and Client
Profitability systems. Led development, negotiation, and
implementation of SLAs, billing metrics and outsourcing initiatives.
Led team of 7 with total staff of 235.
* Developed and implemented an ABC/ABM system, transforming culture
from