Alan Teich, Cpa (Active), Cma, Cfm, Mba

Alan Teich, Cpa (Active), Cma, Cfm, Mba Email and Phone Number

Finance Director Consultant / Controller Consultant @ Thomas Edwards Group
Plano, TX, US
Alan Teich, Cpa (Active), Cma, Cfm, Mba's Location
Plano, Texas, United States, United States
About Alan Teich, Cpa (Active), Cma, Cfm, Mba

214 529 3293 - alanteich@yahoo.comI am a Senior Level Accounting / CPA Professional focused on project / interim Controller work. I focus on out-of-town projects anywhere in the US / Canada, but also work here in Dallas, Texas. I learn the financial close process quickly, dig into the detail to close your books, mentor your staff, and provide recommendation to improve the financial reporting process.I reduce the stress on the CFO from a change in the controller or financial reporting function and provide the time and training to hire the right permanent person or just provide bench strength for acquisitions or specific financial goals. I complete my current project on or about February 3rd, 2025.Over the past 25 years, I have held Director of Accounting, CFO, Controller, Finance Manager and Pricing Manager and Analyst positions in various industries including consumer goods, retail, financial services, construction / home services, telecom, IT, and health care. I have worked with partnerships and public companies; however, I have extensive experience with private equity firms and their specific requirements. I have also been a member of and presented to the Board of Directors of 2 private equity financed firms.I have concentrated on process improvement for financial close, financial reporting, and budget development. Other areas that I have extensive experience include pricing (modeling deals with operations) and acquisition due diligence / integration.Experience in:1) Process improvement (I like to use best practices that I have read about or seen at other companies)2) Cash flow forecasting (Private equity firms love cash flow - I have developed these multiple times) and Working Capital Management3) Budget (Annual Planning) and Forecast Modeling (Bottoms up forecasting of the entire financial and bank covenants are my specialty)4) Due diligence audit of potential acquisitions and integration of acquisitions (Just successfully finished updating the accounting backup and improving the onboarding process of new acquisitions)5) Monthly Financial Close (I focus on using best practices at other firms to make this easier going forward)6) Staff Training and Team Development (I have taught accounting at the college level and have mentored accountants)7) Audit (I have led or been part of teams on over a dozen annual audits)8) Interaction with Operations and Dashboards (The real power of accounting and finance is to use the information to work with and drive the operations)9) Accounting Transitions (Cash Basis to Accrual Basis)

Alan Teich, Cpa (Active), Cma, Cfm, Mba's Current Company Details
Thomas Edwards Group

Thomas Edwards Group

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Finance Director Consultant / Controller Consultant
Plano, TX, US
Employees:
59
Alan Teich, Cpa (Active), Cma, Cfm, Mba Work Experience Details
  • Thomas Edwards Group
    Thomas Edwards Group
    Plano, Tx, Us
  • Addison Group
    Senior Consultant (Interim) - Controller Services
    Addison Group Nov 2024 - Present
    Chicago, Illinois, Us
    • Interim Controller for a Regional Nephrology Health Care organization (doctor's practice)• Based on methods refined at other consulting assignments, learn the financial close process in less than 40 hours and complete an accurate financial close• Use best practices from other organizations to improve balance sheet reconciliations and accounting processes• On-site in Dallas, Texas
  • Stevendouglas
    Senior Consultant (Interim) - Controller Services
    Stevendouglas Sep 2024 - Nov 2024
    Sunrise, Fl, Us
    • Interim Controller for a mid-sized regional General Contractor / Construction Company• Improve financial close process based on best practices gained in previous consulting and permanent experiences• Automate the process to create a cash flow statement• Review financial reporting packages for CMIC (construction management general ledger software) • Serve as mentor for Assistant Controller and other accounting staff• Travel to El Paso, Texas area
  • Brainworks
    Senior Consultant (Interim) - Controller Services
    Brainworks Apr 2024 - Aug 2024
    New York Metro, Us
    • Integration of a US acquisition with cash-based financials to IFRS standards for an international publicly traded hearing aid company in the life sciences / health field• Developing processes for acquisition financial reporting• Retroactively restated acquisition financial statements to IFRS standards• Developed customer valuation model• Travel to Portland, Oregon / Southern Washington area and Newark, New Jersey area
  • Addison Group
    Senior Consultant (Interim) - Controller Services
    Addison Group Oct 2023 - Mar 2024
    Chicago, Illinois, Us
    • Assisted a large nationwide Dermatology and Plastic Surgery health care organization (doctor's practice financed by private equity) with the integration of acquisitions, financial reporting and audit• Led bank account analysis with new practices resulting in an incremental $10 Million cash to the Dermatology rollup practice• Travel to Chicago, Illinois area and Green Bay, Wisconsin area
  • Now Cfo
    Consultant - Fractional Cfo / Controller Services
    Now Cfo Jan 2023 - Sep 2023
    Salt Lake City, Utah, Us
    • Fractional CFO for Pond, Robinson & Associates (an engineering company), which was purchased by private equity in late 2022 - Implemented Cash basis to GAAP basis conversion accounting procedures - Led company through first successful audit (included leasing and revenue recognition standards) - Built monthly reporting package and 13-week cash flow forecast• Supported upgrade from Quick books and Sage general ledger systems to ABIS (Adjutant) general ledger system for Prime Metal Buildings & Components (a Roofing Manufacturer / Multi-Site Retailer)• Converted Cash basis to GAAP basis accounting for an Online Retailer / Subcontractor• Interim Controller at other private equity owned Consumer Products and Construction clients
  • Reddy Ice
    Director Of Accounting
    Reddy Ice Dec 2021 - Feb 2023
    Dallas, Texas, Us
    • Reduced close time from 8 days to 5 days - resulted in quicker and accurate reporting to Private Equity• Led engagement with the audit firm for successful annual and interim audits• Automated and completed 70 balance and cash reconciliations retroactively for 2 years• Managed 5 accounting professionals and provided guidance to 10 other accounting professionals• Software implementation team member for Visual Lease (ASC 842 Lease Accounting)
  • Republic Elite Multifamily Interiors
    Interim Controller
    Republic Elite Multifamily Interiors Aug 2021 - Dec 2021
    Addison, Tx, Us
    • Fixed the construction accounting billing and collection process• Caught up on the financial reporting• Improved weekly management reporting Metrics• Decided not to stay permanently due to high company turnover rate
  • Crossmark
    Finance Manager
    Crossmark Feb 2019 - Aug 2021
    Lewisville, Texas, Us
    • Founded in 1905, Crossmark is a nearly $1 Billion (Revenue) private equity backed sales and marketing company in the CPG / Retail area with domestic and international operations. Customers include manufacturers such as General Mills, Johnson & Johnson, and P&G along with retailers like Walmart / / / Crossmark was sold to WIS International in August 2021• Developed budget for $100+ Million of revenue based on discussions with senior management• Led monthly meetings with Operations to discuss financial variances versus budgets and forecasts• Priced $400+ Million of long-term complex B2B jobs with various revenue streams and services• Partnered with Business Development for pricing approval from senior management on 8 deals per month• Developed 20+ Oracle Smart View reports to guide the business team (also used Essbase)• Software implementation team member for an upgrade to Oracle Smart View (Business Intelligence tool)
  • Cambium United
    Director Of Accounting And Finance (Controller)
    Cambium United 2017 - 2019
    • Led, managed and trained team of 4 to 7 accounting employees (Staff Accountant to Controller level)• Transitioned from employee to contractor in late 2018 after driving financial analysis and contract review for a $25 Million sale (50% of the company) to a strategic buyer• Obtained $16 Million cash infusion from private equity firm along with a $24 Million senior debt facility• Reviewed and approved journal entries and prepared bank loan compliance forms• Recommended accounting guidance to book investment transactions and lease accounting• Reduced accounting expenses by 30% by redesigning and automating the monthly financial review process• Consolidated financial statements for multiple subsidiaries on a monthly basis• Developed five year comprehensive rolling balance sheet, income statement, and cash flow forecast• Re-engineered internal control structure to alleviate chance of misstatement or other negative business impact• Presented financial results and advice to the Board of Directors• Revamped construction accounting calculation templates using my training and knowledge of Excel• Responsible for management of weekly payroll, tax compliance, corporate insurance, and bonus calculations
  • Community Choice Financial
    Senior Finance Manager
    Community Choice Financial 2012 - 2017
    Dublin, Oh, Us
    • Interpreted operational activity behind financial variances for 500+ retail stores in 13 states• Prepared Quarterly Board of Directors presentation and the investor narrative for the SEC Investor call• Developed retail store metrics dashboard recommendations that resulted in net revenue improvement of $600K and cost savings of over $1.0 Million in 2015• Partnered with senior leadership team to develop sales incentive plan that drove year over year same store revenue growth in both 2012 and 2013• Led five year budget process of 15 operating divisions and 25 corporate departments• Managed and mentored several team members in complex financial modeling and organizational effectiveness• Recommended accounting entries based on analysis of financial statements and background in controllership• Team member for due diligence audit of 2 acquisition targets• Prepared management discussion and analysis in quarterly and annual SEC filings (S-4, 10-Q, 10-K)• Promoted in 2016 to lead a Board of Directors company-wide expense reduction initiative
  • Experis
    Consultant (Interim) - Financial Reporting At L Brands (Victoria'S Secret, Pink, Bath & Body Works)
    Experis 2011 - 2012
    Milwaukee, Wi, Us
    • Project - Risk Advisory Services Professional through a third party• Oversight and control responsibilities for the divestiture by L Brands of the logistics business for Victoria's Secret, Justice, Express, Lane Bryant, and Abercrombie & Fitch• Assisted in month-end financial reporting using SAP
  • Prenova
    Accounting Manager
    Prenova 2007 - 2010
    Atlanta, Ga, Us
    Siemens Venture Capital Funded Energy Services and Installation (one of the Inc. fastest growing companies)Bought by Ecova (now called Engie Insight)• Led, developed, and recruited talent to build team of 4 accounting professionals• Primary accounting liaison for external audits; resulted in 3 unqualified audits• Streamlined month end close process from 30 days to 5 days through implementation of checklists, process automation, and elimination of duplicate tasks• Drove process improvements that reduced day sales outstanding by 30% and improved cash flow• Structured multi-year corporate contracts that generated $4.5 Million in annual revenue• Responsible for trend and variance analysis of 10+ corporate departments; delivered recommendations to senior management that drove 5% savings in annual controllable costs• Received 2010 Financial Leadership Award for the delivery of timely and accurate budgets and forecasts
  • Royce Capital
    Controller
    Royce Capital 2005 - 2007
    Us
    Controller in regional private mortgaging / servicing and real estate development company through 2007. Continued to work on projects through 2014.• Oversaw financial close (including consolidations) for 3 years and company point person for 2 unqualified financial audits (regional accounting firm)• Managed team of 4 employees with accounting and non-accounting backgrounds• Taught staff best practices for accounts receivable collections and accounts payable payments• Portfolio of 10 companies• Led cost reduction initiative that resulted in 15% decrease in expenses• Performed complex financial analysis on multi-million dollar condominiums to determine the return-on-investment for investors• Development of operational procedures and documentation of data flow• Established formalized account reconciliation process• Approved general ledger entries• Managed banking and audit / tax relationship• Reviewed all contracts to determine accounting treatment• Responsible for payroll and human resources oversight• Managed collections to improve cash flow• Preparation of cash flow projections• Assisted real estate investors with understanding the financial performance of investments• Collaborated with project management company to develop budgets and oversee accounting for new development of condominiums and upgrades to condominiums• Responsible for reporting to the SEC on real estate funds and to the state regulatory authorities• Collaborated with business partners to review investments
  • Various Companies
    Finance And Accounting
    Various Companies 1994 - 2005
    Greenwich, Ct, Us
    • SOX Project at Intuit (IT Company)• International Finance Manager for Aegon (Large life insurance company)• Business (Financial) Analyst at Marconi (Telecom / IT)• Due Diligence Auditor (Lead) at RS Andrews (Air Conditioning and Heating services rollup company)• Financial Analyst at Cowen & Co. (Wall Street Investment Bank)

Alan Teich, Cpa (Active), Cma, Cfm, Mba Skills

Financial Analysis Finance Forecasting Financial Reporting Budgets Financial Modeling Accounting Process Improvement Managerial Finance Auditing Sarbanes Oxley Act Cash Flow Budgeting Variance Analysis Mergers And Acquisitions Internal Audit Microsoft Excel Due Diligence Financial Statements General Ledger Financial Accounting Management Consulting Account Reconciliation Business Process Improvement Cost Accounting Gaap Strategic Financial Planning Financial Planning Microsoft Dynamics Fraud Software Documentation Access Professional Services Hiring Powerpoint M&a Due Diligence Excel Public Speaking Fraud Analysis Venture Capital Strategic Analysis Delegate Documentation Toastmasters Financial Management Analysis Management Interpersonal Leadership Internal Controls Consolidation Financial Audits Training Corporate Finance Spreadsheets Executive Leadership B2b Marketing Brand Management Business Strategy Enterprise Marketing Small Business Marketing Small Business Financial Management Microsoft Outlook

Alan Teich, Cpa (Active), Cma, Cfm, Mba Education Details

  • University Of Florida
    University Of Florida
    Mba
  • Ramapo College Of New Jersey
    Ramapo College Of New Jersey
    Accounting
  • West London College
    West London College
    Exchange Student
  • Suny Oneonta
    Suny Oneonta
    Political Science
  • Université De Sherbrooke
    Université De Sherbrooke
    Exchange Student
  • Clarkstown North
    Clarkstown North
    Regents

Frequently Asked Questions about Alan Teich, Cpa (Active), Cma, Cfm, Mba

What company does Alan Teich, Cpa (Active), Cma, Cfm, Mba work for?

Alan Teich, Cpa (Active), Cma, Cfm, Mba works for Thomas Edwards Group

What is Alan Teich, Cpa (Active), Cma, Cfm, Mba's role at the current company?

Alan Teich, Cpa (Active), Cma, Cfm, Mba's current role is Finance Director Consultant / Controller Consultant.

What is Alan Teich, Cpa (Active), Cma, Cfm, Mba's email address?

Alan Teich, Cpa (Active), Cma, Cfm, Mba's email address is at****@****hoo.com

What is Alan Teich, Cpa (Active), Cma, Cfm, Mba's direct phone number?

Alan Teich, Cpa (Active), Cma, Cfm, Mba's direct phone number is +121452*****

What schools did Alan Teich, Cpa (Active), Cma, Cfm, Mba attend?

Alan Teich, Cpa (Active), Cma, Cfm, Mba attended University Of Florida, Ramapo College Of New Jersey, West London College, Suny Oneonta, Université De Sherbrooke, Clarkstown North.

What skills is Alan Teich, Cpa (Active), Cma, Cfm, Mba known for?

Alan Teich, Cpa (Active), Cma, Cfm, Mba has skills like Financial Analysis, Finance, Forecasting, Financial Reporting, Budgets, Financial Modeling, Accounting, Process Improvement, Managerial Finance, Auditing, Sarbanes Oxley Act, Cash Flow.

Who are Alan Teich, Cpa (Active), Cma, Cfm, Mba's colleagues?

Alan Teich, Cpa (Active), Cma, Cfm, Mba's colleagues are Leroysha Jordan, Elaine Small, Cpa, Cma, Kreative Interior Maker, Toni May, Debbie Vanicek (Mcafee), Lawren Kinghorn Edwards, Sophia Hartin.

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