Rich Smolen

Chicago, Illinois, United States
Paro.ai

Gies College of Business - University of Illinois Urbana-Champaign

1993-1997
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About

Experienced leader with 20 years of experience in multiple industries, including private equity sponsored financial services, telecommunications and technology companies. Oversee capital structure, including placement of senior, term and junior debt and equity financing. Accurate monthly reporting of financial and operating metrics for all stakeholders. Strategic partner with CEO and operating departments to make decisions based on data analysis and financial metrics. Manage external audit and tax compliance functions. Sale process – Led successful sale to private equity sponsor completed in 2016, including investment bank selection, creation of all investor materials and presentations, coordination of responses during due diligence, key presenter in all investor and lender meetings, creation of financial model, review of all legal documents, and execution of incremental debt facilities to finance a portion of the purchase. Led financial due diligence for acquisition and secured incremental financing. Credit facilities – Significant senior facility expansion during six-year tenure, including 4x growth of lender commitments, growth of two lender facility to seven bank syndicate, and negotiation of decreased interest costs. Refinancing of junior facility, increase and refinancing to support sale, expansion to support facility growth to refinance debt from acquired company. Experience drafting and amending credit agreements, working with company and lender counsel. Data analysis – Led company efforts for data analysis and review, encompassing all operating aspects of the business, including call center performance, marketing, inside and outside sales, pricing and margin analysis, conversion rates and operational performance.

Rich Smolen In Short

Rich Smolen is an experienced leader with 25.9 years of work experience in various industries. He has expertise in financial modeling, due diligence, board presentations, financial analysis, and mergers. Rich has worked in private equity sponsored financial services, telecommunications, and technology companies, overseeing capital structure and ensuring financial reporting for stakeholders. He is skilled in strategic partnerships with CEO and operating departments to make decisions based on data analysis and financial metrics. Rich has also successfully led sales processes, increased facility expansion, and refinancing debt facilities. He has a strong background in data analysis and review, making him a valuable asset in the business.

Rich Smolen's Professional Milestones

  • Financial Analyst, Investment Banking (1998-07-01~1999-08-01): Developing data-driven insights on investment banking outcomes to ensure effective decision-making and profitability.
  • Interim Chief Financial Officer | Freelancer | Financial Modeling | Capital Raising | Mergers and Acquisitions | Due Diligence (2018-10-01~): Driving financial growth while maximizing profitability through tailored financial modeling and capital raising strategies.
  • Consultant (2018-02-01~2018-05-01): Delivered strategic recommendations that pushed the boundaries of business and drove organizational growth.
  • Vice President, Finance | Financial Modeling | Fp&a | M&a Review | Budgeting And Forecasting (2011-02-01~2013-12-01): Driving financial strategies, planning solutions, and implementing a comprehensive M&A review strategy to optimize business operations.
  • Finance Consultant (2018-10-01~2018-11-01): Provided strategic financial recommendations, optimizing business performance and driving sustainable growth.
  • Chief Financial Officer (2020-07-01~2021-09-01): Successfully understood financial decisions that achieved significant profitability and increased profitability.
  • Assistant Treasurer|financial Modeling|financial Analysis|budget Vs. Actual|bod Materials (2000-01-01~2006-01-01): Streamlined financial analysis processes, maximizing cost efficiency and optimizing budget decisions.
  • Vice President, Finance | Financial Modeling | Fp And A | M And A Review | Budgeting And Forecasting (2011-02-01~2013-12-01): Driving costefficiencies and optimizing financial processes for enhanced operational efficiency and accuracy.
  • VP - Planning & Analysis|budgeting|management Reporting|forecasting (2006-01-01~2007-01-01): Optimized budgeting and analysis by implementing targeted budgeting strategies for optimizing financial reporting.
  • Senior Finance Manager|management Reporting|sec Filings|acquisition Review|eps Modeling (2008-01-01~2008-01-01): Developed and implemented efficient financial processes, optimizing reporting accuracy, and enhancing stock flow management efficiency.
  • Chief Operating Officer (2019-06-01~2020-01-01): Implementing operational strategies to optimize efficiency and maximize profitability.
  • Vice President, Finance | Capital Raising | Forecasting | Reporting | Board Presentations | M&a (2010-01-01~2011-01-01): Driving strategic financial transformations, optimizing capital raising strategy, and delivering effective forecasting strategies for successful board governance.
  • Senior Finance Manager|management Reporting|sec Filings|acquisition Review|eps Modeling (2008-01-01~2008-06-01): Successfully implemented standardized financial reporting processes and procedures, resulting in improved accuracy and efficiency across the finance portfolio.
  • Financial Analyst, Investment Banking (1998-01-01~1999-01-01): Analyzing financial trends and providing valuable insights to optimize investment banking services.
  • President And Chief Financial Officer (2021-09-01~): Driving financial transformation and strategic planning to optimize organizational performance and maximize profitability.
  • Board Member (2021-09-01~): Driving organizational success through strategic planning and effective lead generation.

Rich Smolen's Emails and Phone Numbers

Research Contact
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Work Experience

Paro.ai

Chicago,Illinois,United States

Financial Services

234
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Education

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Skill

Financial Modeling

Due Diligence

Board Presentations

Financial Analysis

Mergers

Forecasting

Planning

Management

Investment Banking

Strategic Financial Planning

Budgets

Corporate Finance

Mergers And Acquisitions

Restructuring

Start Ups

Strategic Planning

Risk Management

Contract Negotiation

Finance

Analysis

Financial Services

Project Planning

Financial Planning

Portfolio Management

Financial Forecasting

Financial Variance Analysis

Budget Models

Financial Metrics

Dashboard Metrics

Performance Dashboards

Kpi Dashboards

Investments

Investor Relations

Investor Presentations

Investor Reporting

Strategy

Capital Markets

Private Equity

Budgeting

Valuation

Leadership

Executive Management

Cfo

Part Time Cfo Services

Executive Leadership

Certification (1)

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Frequently asked questions

What is Rich Smolen's email address?

We found 5 Rich Smolen's email addresses

What is Rich Smolen's phone numbers?

We found 1 Rich Smolen's phone numbers

Which social media profiles does Rich Smolen have?

Rich Smolen's social media include: Linkedin, Twitter, 

What company does Rich Smolen work for?

Rich Smolen works for Paro.ai

What is Rich Smolen's role in Paro.ai?

Rich Smolen's role in Paro.ai is Interim Chief Financial Officer | Freelancer | Financial Modeling | Capital Raising | Mergers and Acquisitions | Due Diligence

Which industry does Rich Smolen work in?
Rich Smolen works in the industry of Financial Services
Who are Rich Smolen's colleagues?
Rich Smolen's colleagues are Anita Samojednik,Jason Nahani,Mayank Raj
What is Rich Smolen's latest job experience?

Rich Smolen's latest job experience is Interim Chief Financial Officer | Freelancer | Financial Modeling | Capital Raising | Mergers and Acquisitions | Due Diligence at Paro.ai

What is Rich Smolen's latest education?

Rich Smolen's latest education in Gies College of Business - University of Illinois Urbana-Champaign

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Rich Smolen is an experienced leader with 25.9 years of work experience in various industries. He has expertise in financial modeling, due diligence, board presentations, financial analysis, and mergers. Rich has worked in private equity sponsored financial services, telecommunications, and technology companies, overseeing capital structure and ensuring financial reporting for stakeholders. He is skilled in strategic partnerships with CEO and operating departments to make decisions based on data analysis and financial metrics. Rich has also successfully led sales processes, increased facility expansion, and refinancing debt facilities. He has a strong background in data analysis and review, making him a valuable asset in the business.
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