Director

• Jan 2023 - Present

Vice President of Finance

• Jun 2021 - Jan 2023

Member, Board Of Directors

• Oct 2019 - Jul 2021

As an independent board member, I am excited to support the mission of QCRA, which is to develop the future workforce by providing practical and hands on STEM experiences for local youth. Ask me how you can help! As an independent board member, I am excited to support the mission of QCRA, which is to develop the future workforce by providing practical and hands on STEM experiences for local youth. Ask me how you can help!

Chief Financial Officer

• Feb 2021 - Jun 2021

Supporting customers, colleagues, and partners in making Wild Wing Cafe your home for hot wings, cold beer, and good times. Supporting customers, colleagues, and partners in making Wild Wing Cafe your home for hot wings, cold beer, and good times.

Principal

• 2020 - Feb 2021

As Principal of Graywood Advisors, a boutique advisory firm, Brian leverages his 14+ years in corporate finance and M&A transaction advisory to deliver value-added insight and analysis to clients at critical inflection points. Graywood works with lower middle market businesses and startups to achieve success in event-driven or outcome oriented engagements. Graywood is a natural companion for small and medium businesses who need the intense focus of an experienced advisor to address a short-term challenge, or limited support on a recurring basis to support medium and long-term goals. Engagements are highly customized to meet client needs and include services such as preparation for M&A or capital structure activity, financial modeling and budget creation, turnaround efforts, accounting clean-up and process improvement, and other finance and accounting related efforts. Show less

VP of Finance

• May 2018 - Jun 2020

• Key player in business turnaround, reducing costs to right-size the organization after 18 straight months of losses, yielding sustained profitability for 12 months and increasing cash reserves to the highest level in Fortalice’s history• Led all areas of finance and accounting, including budgeting and planning, treasury and cash management, financial reporting and controllership, weekly and monthly reporting of KPIs, and managing external lending and tax providers• Designed and supervised all month-end close activities, including all account reconciliations, GAAP accruals, and actual v budget analyses• Performed key risk management functions, including managing insurance book and reviewing all contracts• Worked cross functionally with all key executives and client service providers to drive improved performance• Worked diligently to establish consistent, repeatable reporting routines to improve business performance• Served beyond the bounds of my role, developing Fortalice’s first resource management tool and process, providing process improvement expertise to transform business development, and raising the bar for strategic planning Show less

Director of Finance

• May 2018 - Aug 2018

Director - Transaction Advisory Services

• Oct 2017 - May 2018

• Conducted financial and accounting due diligence (Quality of Earnings, Debt and Debt-Like Items, Working Capital, and Key Findings) on 26 buy-side and 16 sell-side engagements for targets from $10M to $300M enterprise value• Communicated extensively with Private Equity sponsors and C-level executives through the transaction process• Assessed complex accounting issues including revenue recognition in multiple element arrangements, foreign currency translation and transaction practices, percentage of completion, and standard inventory costing for manufacturers• Performed general ledger research to provide deep-dive insights into key business drivers including revenue streams, cost structure, margins, working capital requirements, and permanent capital structure Show less

Manager - Transaction Advisory Services

• Dec 2015 - Sep 2017

Transaction Advisory Services

• Aug 2014 - Dec 2015

• Analyzed monthly and annual financial performance for 18 target acquisitions ranging from <$10M to $140M enterprise value by performing Quality of Earnings, Quality of Assets, Working Capital, and Deal Risk Analysis • Supported business valuation efforts by confirming historical results, presenting product and business segment detail, and bridging actual results to forecast • Analyzed monthly and annual financial performance for 18 target acquisitions ranging from <$10M to $140M enterprise value by performing Quality of Earnings, Quality of Assets, Working Capital, and Deal Risk Analysis • Supported business valuation efforts by confirming historical results, presenting product and business segment detail, and bridging actual results to forecast

VP, Asset Liability Manager

• Jun 2013 - Aug 2014

• Provided month-end close analysis and performed quarterly forecasting related to $500B+ discretionary portfolio, $300B+ consumer loan portfolio, and $30B+ mortgage servicing advance receivable• Coached and developed teams of up to 3 associates over 3 distinct, progressive roles• Performance improvement lead – owned efforts including rebuild of Excel forecast models and reporting packages, establishing the template and minimum requirements for procedural documentation • Multi-functional fluency – partnered with quantitative teams to translate technical requirements into business language Show less

VP, Balance Sheet Associate

• Apr 2012 - Jun 2013

VP, Senior Financial Analyst

• Feb 2011 - Apr 2012

Senior Consultant

• Jan 2008 - Feb 2011

Senior Consultant with experience providing M&A advisory and creditor-side bankruptcy advisory services to corporate, investment and commercial banking, private equity, and start-up clients. Industry experience includes manufacturing for the automotive aftermarket, OEM aviation manufacturing, professional services, oil field services, telecommunications, machine vending, modular building, product warranty administration, and insurance.

Consultant

• Aug 2006 - Dec 2007

Consultant providing M&A advisory services to corporate, investment banking, and private equity clients. Industry experience includes manufacturing, professional services, oil field services, and telecommunications.

Audit Intern

• Jun 2005 - Aug 2005

Exposure included financial statement audit, employee benefit plan audit, and business valuation projects. Exposure included financial statement audit, employee benefit plan audit, and business valuation projects.