CFO and board member of privately held enterprise including $750 million revenue fuel distribution company, a $500 million portfolio of convenience stores and a 312 unit apartment complex among other businesses in more than 40 legal entities. Oversaw a 40% increase in EBITDA during my tenure. Developed custom financial reporting and consolidation models to streamline the reporting process. Restructured syndicated loan agreement to decrease annual interest expense with more favorable terms and increased ratio of revolving vs. term debt. Developed analysis models for potential acquisitions. Managed accounting personnel. • Developed and implemented a rolling five-year forecasting system for D.R. Horton, the largest homebuilder in America by unit volume. Increased forecasting tempo from semi-annual to monthly. Automated integration of historical data with forecast data through development of extract, transform and load (“ETL”) processes that migrated data from source accounting system to forecasting platform. • Provided consulting services to land developer for raising funds under a 506(b) safe harbor. Developed financial model for determining project viability and expected project returns. Prepared investor presentation materials and offering documents. • Created a customized multi-state income and franchise tax model which was used to restructure client organizations to realize state tax savings. • Developed strategy maps for various clients including quasi-governmental and not-for-profit organizations.
