Bill Frank Email & Phone Number

La Mirada, CA, US

Long Beach, CA, US

• The Amber Resources family of companies ($400M sales/3 legal entities) is one of California’s largest petroleum distributors. I served as the company’s CFO for ten years partnering with the owner/CEO to grow EBITDA by.
• Led the organization in exceeding 2022 EBITDA and growth targets through October
• Co-developed the strategy for leveraging Amber Resources capabilities to support REG’s growth and profitability goals
• Managed the cross-functional integration of Amber Resources into REG
• Partnered with Amber Resources Controller to meet public company financial reporting requirements beginning with 2021 year-end closing. Reduced days to close by 50% in January 2022.

Long Beach, CA, US

• Executed the successful sale of the company in partnership with owner/CEO at an industry leading multiple
• Led strategic planning for the organization and executed major strategic initiatives
• Executed the Finance function including implementation of financial projections/budgets and a portfolio of performance reports/metrics including business intelligence (BI) software; Managed bank relationship; completed.
• Oversaw Controller (direct report) and Accounting function including monthly financial closing, process improvements and execution of auditor’s financial reviews as well as corporate tax returns
• Managed Human Resources function including implementation a profit-sharing program, restructuring of the benefits program including transition to ASO model for medical and managing all aspects of 401k plan
• Partnered with Director of IT (direct report) to upgrade the company’s IT infrastructure, enhance network and data security, implement a SQL data warehouse and co-led all major software implementations

Los Angeles, California, US

• Revolution Prep is one of the nation’s fastest growing providers of online educational services. I joined the company as its first CFO/COO to develop its financial and operating management. I then assumed a leadership.
• Led development of 2012 divisional strategic and operating plans with the goal of elevating market position - Implemented a new divisional operating model to shift target customer from schools to school districts ­.
• Directed marketing, implementation and product initiatives to align with new school district value proposition
• Hired a Vice President of Sales to manage sales team and improve sales operations infrastructure

Los Angeles, California, US

• Executed a minority equity investment with a private equity firm to secure capital for growth
• Built and led the company’s finance and accounting functions­ - Hired accounting team; Implemented monthly financial closes; Led annual audit and tax preparation­ - Instituted financial planning capability including.
• Implemented a phantom stock (SAR) long-term incentive plan
• Executed acquisition of Ivy Insiders Inc. ($4M) which contributed $1M of EBITDA year 1 post close­
• Secured a SBA debt financing ($1.5M) and increased line of credit ($2.0M) to optimize capital structure
• Implemented and managed company-wide strategic and operational planning processes­

• Goods Movement Inc. (holding company - $140 million) is a national provider of logistics related services and is comprised of three operating companies. Total Transportation Services, Inc. ($70 million), the largest.
• Led financial/accounting activities across three operating companies including consolidated reporting
• Managed all aspects of relationship with lending syndicate ($50 million term loan)
• Co-led acquisition of W&H Systems and NACITotal Transportation Services Inc.
• Catalyst in driving revenue from $53 million (2006) to $70 million (2008P) through strategic initiatives
• Executed financial planning and analysis efforts across three distinct business lines

• Frazier Co., Private Equity (Total Transportation Services Inc. acquisition – reach impasse in November 2005)
• Engaged to complete due diligence efforts and assume Chief Financial Officer position upon closing
• Served as a key interface with financing providers; oversaw preparation of financial diligenceSouthland Stone, Natural Stone Distributor and Retailer ­
• Developed a strategic plan focused on spurring growth for a profitable niche player ($12 million)­
• Recommendations focused on opportunities for growth by acquisition and forward integration into installation services­
• Offered Chief Operating Officer position upon completion of projectTangerine Global, High Definition Entertainment Programming (Long-term consultant for “start up” enterprise) ­

Canoga Park, California, US

• Advanced Business Innovations provides computing and telecommunication solutions to medium and small-sized businesses in Southern California.
• Developed strategic planning which led to annualized revenue growth of over 30% and a 100% increase in net margin
• Oversaw all aspects of operations and finance with responsibility for a $850k budget and 12 employees
• Implemented 1-year restructuring of core operations (customer service, order execution, tech field force management) which enabled 35%+ annualized revenue growth supported by a minimal increase in operating cost
• Established a financial management function that increased visibility to financial performance and improved cash flow

Dublin 2, IE

Senior Manager (3/03 - 07/03); Manager (3/00 - 2/03); Senior Consultant (9/99 - 2/00)Industry Focus: Telecommunications (wireless voice and data); High TechnologyFunctional Focus: Corporate and Operating Division strategy, Operational execution and improvementSelection of Project Work: 1. Strategic scenario planning tool for 3 to 5 year evolution of the.

• Leifer Capital served as a boutique investment bank specializing in public finance. Firm had 3 partners and 10+ employees with annual revenues of over $5 million. Leifer Capital was acquired by a regional.
• Structured 6 fixed-income capital market financings totaling a par amount of over $220 million
• Managed all phases of client relationships including new business generation and deal managementAssociate (6/95 - 1/97) & Analyst (8/92 – 6/95)
• Structured over 30 fixed-income capital market financings totaling a par amount of over $3 billion
• Created quantitative models for capital market financings

Mba, Entrepreneurship And Strategy

Bachelors, Political Science