Interim Financial Management & Consulting / Turnaround & Restructuring Services
Bakertilly Us (Montgomery Coscia Greilich Llp)
Nationally-ranked accounting, tax, and advisory firm with offices in Dallas, Fort Worth and Austin• Co-led the Business Advisory Services group. -- High-growth and underperforming or distressed entities -- Companies experiencing a critical gap in financial or leadership capabilities -- Organizations dealing with mergers & acquisitions or financing needs• Performed business development, client relationship management, and engagement oversight.• Provided financial turnaround services for a distressed healthcare company. Worked closely with the private equity team and new CEO to stabilize operations, closely manage cash flow, restate financials, and overhaul financial accounting and reporting procedures.• Served as Interim CFO for a distressed oilfield services manufacturing and mining company. Worked with the company’s restructuring attorney and lenders to liquidate the mining assets outside bankruptcy. Prepared and maintained bankruptcy SOFAs and Schedules for potential Chapter 11 filing.• Led a team providing Interim CFO and financial advisory services for a distressed oilfield services trucking, construction, and rental services company. Obtained replacement financing and provided litigation support services. Cleaned up the company’s accounting and coordinated working capital management.• Performed post-transaction services for an oilfield services company acquired by a private equity firm. -- Provided guidance and mentoring for the legacy controller. -- Created the opening balance sheet. -- Improved accounting and closing procedures. -- Developed covenant compliance reporting.• Developed a dynamic, integrated financial statement forecast for a trucking company to analyze long-term strategic options and pursue immediate debt financing.• Led MCG In Transition, a networking group of executives seeking new employment opportunities.• Ran a networking group for C-level executives and entrepreneurs.