Kyle Bertholf

Chief Financial Officer at The Medallion Group, Inc
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Oklahoma City, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Chief Financial Officer
      • Aug 2023 - 5 months

    • United States
    • Law Practice
    • 200 - 300 Employee
    • Chief Financial Officer
      • Oct 2020 - Jul 2023

    • Chief Financial Officer
      • Jan 2015 - Oct 2020

      Oklahoma City, Oklahoma Area Brought in to transition the accounting and finance function from start-up and growth stage into a mature, highly functioning and efficient accounting and finance operation. Facilitated communication between legacy management and new equity owners with regular communication, financial analysis and presentation with the board. Oversaw successful Business Combination with unique and complex capital structuring and complex GAAP accounting treatment. Managed capital investment projects through… Show more Brought in to transition the accounting and finance function from start-up and growth stage into a mature, highly functioning and efficient accounting and finance operation. Facilitated communication between legacy management and new equity owners with regular communication, financial analysis and presentation with the board. Oversaw successful Business Combination with unique and complex capital structuring and complex GAAP accounting treatment. Managed capital investment projects through financial analysis and strategic planning. Successfully implemented new ERP system and asset tracking software. Developed and tracked unique KPI’s to assist operations in managing profitability. Successfully managed cashflow and liquidity through two industry downturns through detailed cashflow forecasting and analysis, borrowing base and line of credit management and receivable collections efforts. Show less

    • United States
    • Oil and Gas
    • 1 - 100 Employee
    • Controller
      • Oct 2010 - Dec 2014

      Oklahoma City, Oklahoma Area Started as the second employee of a start-up energy services company. Unique responsibilities included: Financial reporting and management analysis, developing accounting policies and procedures, creating and implementing internal controls, implementing accounting software, and hiring and training accounting staff. Performed all accounting, finance, and treasury roles for first 12 months of start-up, including A/P, A/R, payroll, treasury, and fixed assets. This experience yielded… Show more Started as the second employee of a start-up energy services company. Unique responsibilities included: Financial reporting and management analysis, developing accounting policies and procedures, creating and implementing internal controls, implementing accounting software, and hiring and training accounting staff. Performed all accounting, finance, and treasury roles for first 12 months of start-up, including A/P, A/R, payroll, treasury, and fixed assets. This experience yielded functional experience and unique insight into these separable, yet interlinked accounting functions. Show less

    • United States
    • Accounting
    • 700 & Above Employee
    • Senior Audit Associate
      • 2007 - 2010

      Oklahoma City, Oklahoma Area

Education

  • University of Oklahoma
    Bachelor's degree, Accounting and Finance
    2003 - 2008
  • University of Oklahoma - Price College of Business
    Master's of Accountancy
  • Oklahoma Christian School
    1998 - 2002

Community

You need to have a working account to view this content. Click here to join now