Tom Bennett

Tom Bennett

Senior, Audit Division

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location of Tom BennettGreater Salinas Area

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  • Timeline

  • About me

    Finance Leader | CFO

  • Education

    • Salinas Unioin High School, Salinas, CA

      1974 - 1979
      Diploma

      Survived

    • Indiana University Bloomington

      1979 - 1982
      Bachelor's degree Accounting

      Focused on accounting, finance and mathematics. M.B.A. honors program provided graduate courses starting as a sophomore.

  • Experience

    • Arthur Andersen

      Jan 1982 - Jan 1986
      Senior, Audit Division

      Provided audit, tax and consulting services to clients in a wide variety of industries

    • Ernst & Young

      Jan 1986 - Jan 1990
      Sr. Manager, Audit

      Provided audit, tax and consulting services to clients in a wide variety of industries

    • American Express

      Mar 1990 - Dec 1999
      Vice President, Finance – Corporate Services & Small Business Services

      Global corporate card and corporate travel pricing for large and medium customers; chief financial officer for tax and business services unit. Won a rare CFO award for excellence for developing a global card and travel pricing utility. Streamlined processes, reduced cycle times, and dramatically reduced cost.

    • FTI Consulting

      Jan 2000 - Apr 2010
      Managing Director

      Oversaw liquidation for a 350-store agricultural retailer on behalf of secured lenders. Employed disposition strategies, including sec 363 sales, auctions, and tax recovery audits. Directed covenant evaluations, negotiations, merger and acquisition analysis, and integration. Assessed transaction advisory services on buy and sell-side transactions. Prepared valuations of relevant companies/assets. Led merger integration team for financial operations of two large data companies. Developed detailed cash projection models, including developing strategies to control spending and disbursements. Represented secured lenders of subprime mortgage operations and analyzed exit strategies. Developed forecasting tools and strategies to improve principal advances, insurance, and taxes. Prepared operational assessments and financial projections in numerous industries.• Defended legal challenges to complex inter-company analysis and obtained a large settlement.• Formed the Oregon Arena Corporation and directed all finances and operations.• Led numerous turnarounds and improved lender recoveries.• Achieved 100% recoveries by marketing assets, seeking tax and government recoveries. Show less

    • Lola Wines, LLC

      Jan 2014 - Jan 2019
      Co Founder & Chief Financial Officer

      Led the setup and launch of a lean organization while delivering substantial value to the company as a whole. Drove the development and execution of business plans and a targeted vision, strategy, operations, and corporate finance. Designed and launched a retail website to drive sales.● Spearheaded the successful sale of the company.

    • Wilson Ames Ventures

      Sept 2019 - now
      General Manager / President

      Spearhead operations and financial performance of the real estate business encompassing six commercial properties and one residential apartment complex. Oversaw AP/AR, expenditures, and construction projects to drive revenue.● Saved costs by eliminating need for full-time receptionist coverage by installing electronic entry and signage systems.● Successfully remodeled all six buildings and the apartments (all 100+ years old).

  • Licenses & Certifications

    • Certified Public Accountant

      Department of Consumer Affairs, State of California
  • Volunteer Experience

    • 6th Grade Tutor - reading & math

      Issued by Eastside College Preparatory School on Sept 2012
      Eastside College Preparatory SchoolAssociated with Tom Bennett