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City of Santa Ana RFP 17-072 1 Statement of Qualifications (Revised 11/9/17) • e I <br />PROFILES OF PROPOSED CHAZEY PARTNERS' RESOURCES <br />Engagement Partner-- Phil ,Searle <br />0 Chazey Phil Searle <br />Partners Engagement Partner <br />Background <br />Phil is the Foundorand Managing Director of ChueYPartnonu He has more thantie years ofexpedence In Finance. Shared Services, oamorogy and <br />Outsourcing. Odor to his cunantrols, ha {vas Group VP and CFI! 010andant TDSlntsmatlonal, which encompassed all areas of Finance across four <br />continents, Including Decision Support, I'll Planning S Analyala Controllership and Financial plus certain HR Shared Samoa. <br />Prior to Cendant, Phil Was VP Finance and Corporate Controller at 3Com Coryoration. Holed far reaching orgambnnsnal, technology, aervtce dalivery and <br />business process Improvement millativas resuking in the global r011qutOf ERP solutlons and Shared $6mbesencompossing Finance, HR, Supply Chain, <br />Loglstks and Customer Support. <br />Phil is a ChortandAecourdam and has a $A Honors Degree In Economics from the University of Exeter. He is a member of Financial Exacubves <br />Intemallonal (F(I). <br />'Specific Expertise r - Key, Companies. •'.ylrst gAtb' <br />ExpentIA SuslnessYmnsfonflatioA. Shared UniVerslly of California System .pAdesonie <br />C Vallon Medical $ 't Mme <br />SeNces, fNhonngend Ctdaourdrlg, ■ OmceofthB chlefdmsslmol Officer <br />YA0 <br />extensive ERP antlNchmlogYlmpldmontedon a.' UC Path Caller <br />.• .Cllead S4lonaoa <br />■',UC DAVIS <br />Agdum Ino <br />Global experience across multiple inddsdios,.. a 'UC San ramphoo <br />'Pgrmpacmr <br />iepions, countries andJudedlcaons " s Iowa State Univendy system <br />. KPMb' <br />Publiseompany, IPO,M&A end JVexpod•nee Covemmant of Now SMnswick <br />TRWAubmbdve ' <br />. . Regular speaker. Judge and ehoitperson at various Lawrende prk*toy Nora Laboratory ': <br />BusinessTranstonnatie n, Finance. HR and <br />TrpY9lpod <br />Technologyevome around the globe Coca. Cola'Hellomb. <br />May Campy pk <br />. - .. Cosa Cola Enterpdsee <br />306MOorporAden <br />Relevant Experience <br />Global itusiness Translormatlan <br />Leodsponsorand ddveroteuccoasfulgtcbal bueinesstmnsromnadon programs that have deriveroddromatio savings and signigoant <br />Improvements in semioes levels and controls, across Finance, HR, Procurament ITand Other Funcriono. <br />ERPand Technology <br />. Extensive ERP implementation experlenootevering SAP, Oracle, JD Edwards, Peoplesplland industry spowfAERPs: Sponeorsdand managed <br />global mit-oat of SAPabross 32 wuntdss covering IS legal antRies, achieved within two years. Alsoroiled out a nm'rb6r of value adding, high Rol <br />tachnaleovanbblore In su000rtof Finance eaamtionswoddwide. Also aoonsored end led Euroosanwlde Creole Financials rolhout <br />Hxecudve Level Srraregla supporr <br />PrrMdotl strategic guidance to gavomment bodiesand multinationals on thole Shared Services and technologystratergles, including lathe Travel, <br />Manufacturing, Automotive, Construcdon, Technology, Oovornmontsnd Higher Education secure. <br />SharedSerVtces & outsoumlho <br />Jmplomented global shared servicesfor Finance, Procurementand HR across North America (US & Canada), Latin America, LMEAand Asia. <br />Pacific, moMingmulfipie businossunit, reporting, legal, statutory and compliance requirements, Alsesponsoredand advisadon global Shand <br />ServiceoimplmmanWitona covering Finance, Procurement HR, IT, Real EatstelFacilNes Legal and Sales Operations. Assessed outsourcing <br />options and negotiated selective outsourcing contracts covering areas such as FSA, company $acrolanol and payroll. <br />Implemented mull -functional and mul$souraing solutions(Including both internal Shared Servieesand third party BPO). Widslysort offer <br />advisor and speaker, <br />Leadership <br />As wall as aotabliphing and loading Chatoy Icattnors, have hold a number oflop level Finonco poslllons Including CFO of Cendant TO$ <br />Infemall npl and CorppeatoCbntroller at 3Com Corporation In California, Have managed large, globoitemms, including through significAnt chango <br />Programs, <br />PuhNeColnpeny,IPC, M&A ancIJVexperience <br />Ledglobal duo diligence efforts, including a ground brooking JV between 30em and the Chinosecompatly, Huawei Technologies, Considerable <br />City/Stoek Exchango facing expodenasln quarterly earnings onhounaainents and investor colla. IPOo. mprgersand ecquisilons, dlvostitures, <br />start-up& and financing. <br />Phil Searle <br />Engagement Partner <br />t Mobile: 4.1408 460 0785 - - <br />'" Email: philsearle@chazeypartners.com <br />Web: www.chazeypartners.com <br />Chazey Partners Revised per email communication request 10/31/17 <br />