Experience

New Life CFO Services, LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• CEPA - Certified Exit Planning Advisor

  • May 2022 - 1 year 8 months

  CEPA is a Certified Exit Planning Advisor. Certification is through the Exit Planning Institute. As such, I am uniquely positioned to help Mid Market CEOs optimize the EBITDA, EBITDA Multiple and Value of their company. A critical part of any successful Exit Strategy.

• Founder & Fractional CFO

  • Aug 2011 - 12 years 5 months

  Dallas/Fort Worth Area Breathing new life into your plans, processes and profits through operational CFO expertise. Are you a forward-thinking company who is looking for ways to improve your company’s cash flow? Do you need a temporary Finance or Accounting leadership solution that can help you improved processes, reduce expense and drive EBITDA? Does your leadership team lack meaningful reporting and metrics to drive sustainable improvements? New Life CFO Services is here to help! New Life CFO… Show more Breathing new life into your plans, processes and profits through operational CFO expertise. Are you a forward-thinking company who is looking for ways to improve your company’s cash flow? Do you need a temporary Finance or Accounting leadership solution that can help you improved processes, reduce expense and drive EBITDA? Does your leadership team lack meaningful reporting and metrics to drive sustainable improvements? New Life CFO Services is here to help! New Life CFO Services can help you bring order and stability to your financial infrastructure, harvest cash from your balance sheet, steer your business operations, and stage your company for future growth. When you partner with New Life CFO, you will leverage the knowledge, insights and financial acumen of DFW’s most experienced Corporate Financial Officers — at a fraction of the cost of hiring a full-time CFO. At New Life CFO Services, we help our business clients flourish by providing strong operational leadership and financial expertise. New Life CFO Services is the leading fractional CFO entrepreneurship firm in the Dallas Metroplex, representing more than $100M under management. Call Us Today! New Life CFO provides outsourced and fractional CFO and Controller services throughout the State of Texas, and we proudly serve Addison, Arlington, Austin, Dallas, Denton, Ft Worth, Garland, Grapevine, Houston, Irving, McKinney, Mesquite, Plano, Richardson, Rockwall, Rowlett, San Antonio, Tyler. New Life CFO (214) 315-2275 consult_request@newlifecfo.com www.newlifecfo.com



Montgomery Coscia Greilich LLP

• United States
• Accounting
• 1 - 100 Employee

• Consultant - Fractional CFO

  • 2011 - 2012

  Worked with small and mid market companies to clean up their accounting and streamline their back office accounting and reporting functions. Worked with clients to prepare them for sale and/or recapitalization. Evaluated margins on product lines to identify low margin products in line of customized parts.



Corporate Floors

• United States
• Construction

• Director Acquisition Integration

  • Jun 2010 - Aug 2011

  Primary role was to integrate the sales of my old Company, ReSource Flooring Group into Corporate Floors. This included our clients, people and processes. In addition to this I served as Director of Business Development of the speciality services that were purchased from ReSource.



ReSource Flooring Group

• Advertising Services
• 1 - 100 Employee

• President & Owner

  • Feb 2005 - May 2010

  Dallas/Fort Worth Area Purchased the business from Interface and redirected the company to be a professional sales and service organization producing growth of 90%. Implemented TQM on core processes producing margin growth and stability. In the Great Recession change losses in 2008 to solid profits in the first 6 months of 2009. Company was sold in May 2010 to Corporate Floors.



ReSource Commercial Flooring Network (now Fuse Alliance)

• Board Member

  • Apr 2008 - Apr 2010

  RCFN is a national association of commercial flooring dealers representing 75 of the most respected dealers in the country. I was instrumental in the creation of Resource University: An educational website with training tools and seminars to improve the performance of owners, sales people and installers within the Resource Network



Metrocon

• Construction
• 1 - 100 Employee

• Presiding Chair of Board

  • Sep 2008 - Aug 2009

  Served on the Metrocon board for 4 years, and was instrumental in developing the show into the premier trade show of commercial interiors products and services in the Southwest.



IFMA Board of Directors

• Treasurer

  • Jun 2006 - Jul 2008

  DFW Chapter Serving on DFW IFMA Board for 2 years and was re-elected for another 2 years from 2010 to 2012. Was twice awarded the President's award, highest recognition for outstanding service.



Re:Source Southwest - Interface Inc.

• General Manager and COO

  • Nov 2003 - Feb 2005

  Texas and Oklahoma Full P&L responsibilities for multi-site locations in Texas and Oklahoma Sold off and closed under performing branches. Launched and implemented TQM through process re-reengineering, monitoring progress, service enhancements and cost reductions. Rebranded company that was previously comprised of 3 divergent acquisitions into market leader known for outstanding service and innovative marketing.

• CFO

  • 2000 - 2003

  Texas and Oklahoma - 7 offices Responsible for Accounting, HR, IT, financial planning/budgeting and all monthly and year end reporting. Drastically improved cash availability by revamping billings and procurement to significantly reduce working capital by 40%. Analyzed project cost overruns and built monitoring systems with operations to identify and reduce overruns from 7% to 2%. Built "Best in Class" administrative and reporting systems to improve accuracy, productivity and reduce monthly close processing time by… Show more Responsible for Accounting, HR, IT, financial planning/budgeting and all monthly and year end reporting. Drastically improved cash availability by revamping billings and procurement to significantly reduce working capital by 40%. Analyzed project cost overruns and built monitoring systems with operations to identify and reduce overruns from 7% to 2%. Built "Best in Class" administrative and reporting systems to improve accuracy, productivity and reduce monthly close processing time by 50%. Show less



Fleet Capital

• United States
• Financial Services
• 1 - 100 Employee

• VP Underwriting

  • Mar 1997 - Sep 2000

  Financing for mergers, acquisitions or recapitalizations. Most deals were Asset Based Lending with some cash flow based credits.