Brian Kay

Brian Kay Email and Phone Number

Chief Financial Officer @ Community HousingWorks
San Diego, CA, US
Brian Kay's Location
San Diego, California, United States, United States
Brian Kay's Contact Details
About Brian Kay

I’m elated with my role at Community HousingWorks which combines my passion for financial business leadership with my desire to be personally involved in providing people an opportunity to live in a stable home, particularly within the San Diego community. Before joining this impressive non-profit organization, and in addition to my CPA background, recent San Diego highlights include:• Financially leading an unlikely turn-around story from losing over a million a year to earning a significant profit during a six month period culminating in an owner-acquisition.• Upon posting a 171% 4 year CAGR, completed a 16X EBITDA sell-side acquisition within a security software firm.• Shared in a pre and post Internet bubble-bursting growth story - from $2M to $100M of revenue resulting in a successful IPO.Specialties: Certified Public Accountant

Brian Kay's Current Company Details
Community HousingWorks

Community Housingworks

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Chief Financial Officer
San Diego, CA, US
Brian Kay Work Experience Details
  • Community Housingworks
    Chief Financial Officer
    Community Housingworks
    San Diego, Ca, Us
  • Community Housingworks
    Chief Financial Officer
    Community Housingworks Aug 2012 - Present
    San Diego, California, Us
    Community HousingWorks is a non-profit organization that helps people and communities move up in the world through opportunities to own, rent and achieve. CHW has a 30 year history of affordable housing rental communities and real estate development throughout the state of California, and is involved in wide-ranging resident-centered community programs, classes and coaching.• Offering a fresh perspective to overall organizational strategic vision, planning and budgeting, financial reporting, and departmental structures.• Bringing a holistic approach to the CFO office supervising six accountants, human resources, information technology, and business intelligence.• Conducting a financial model and operational review of numerous lines of business including an implementation plan with appropriate priorities.• Continuous plan of improvement; streamlining, and simplifying financial and managerial processes, with an eye on cost controls.• Regularly access and mitigate for organizational and financial risk across the organization including tax, legal, regulatory, and structural.
  • Five Point Capital, Inc.
    Vp Of Finance And Accounting
    Five Point Capital, Inc. 2010 - Aug 2012
    Five Point Capital is a financial services company meeting small business working capital needs with equipment leasing, merchant loans, and credit card processing. The company recently completed an incredible loss-to-profit turnaround story in two short years culminating in an owner-acquisition. • Took over the financial management of the Company upon the departure of the CFO and controller, cleaned-up the financial records. Efficiently and effectively developed a set of financial reports which were six months overdue. • Quickly transitioned into control of full back office support, allowing CEO to focus on growth. Management of all facets of Finance, Accounting, IT, and Human Resources including up to 8 direct reports.• Recreated monthly close and financial reporting process to ensure accuracy and efficiency with previously unattainable results. Financial statements are presented on several basis including GAAP, Gain-on-Sale, tax, and cash.• Developed a detailed annual budget forecasting a YoY 96% EBITDA improvement through a mix of tops-down, bottom-up approach. Periodic reforecasts leveraged current learning and itemized accomplishments.• Continually implementing process improvements on current systems including Great Plains, industry specific software and Salesforce.com.• Analyzed and streamlined a legacy monthly management report with over 100 pages of data into a set of executive dashboards providing insights into critical KPIs such as marketing campaign effectiveness and product revenue segmentation resulting in 10% lower acquisition cost and 12% increased customer response rates.• Utilized advanced excel techniques including pivot tables and vlookups to automate lease portfolio database reporting and analysis leading to a 10+ day advancement in month end close timeliness and verifiable accuracy improvements.• Providing leadership in the audit and review process as well as all federal, state, and local tax regulatory compliance.
  • Anonymizer, Inc.
    Vp Of Finance
    Anonymizer, Inc. 2004 - 2009
    Anonymizer, Inc. is an online security and privacy company offering security solutions uniquely adapted for consumers, corporations and government agencies. The Company was acquired at a multiple of 16.5x EBITDA in Q2 2008 by Abraxas Corporation (Herndon, VA).• Preparation and completion of a successful sell-side strategic transaction. Owning financial aspect of all phases of the transaction.• Hands-on creation and management of comprehensive annual, quarterly and monthly financial statements. Financially guided growth of three diverse business segments including: Consumer, Commercial, and Government.• Pioneered a Software as a Service (SaaS) model for recurring subscription revenue and deferred revenue analysis. In accordance with SOP 97-2, created an appropriate revenue recognition policy that was presented to, and approved by, the Board of Directors which resulted in an annual increase in sales of $7 million in 2007.• After tactical negotiations with multiple commercial banks, closed a $1 million revolving line of credit without stock warrants or personal guarantees. Resulted in freed capital to hire key sales and marketing personnel. • Drove sales organization to accountability, honesty, and transparency through use of KPIs, CRM software, and creative compensation structures.• Completed several preferred stock rounds and oversaw comprehensive stock option plan and program. Raised a $750K inside investor debt facility with desired warrant coverage.• Ensured timely, unqualified opinion of Company’s first ever financial statement audit. Maintained tax compliance for income, sales, property and franchise taxes.
  • Provide Commerce (Previously Proflowers, Inc.)
    Mgr Of Fin Reporting And Forecasting
    Provide Commerce (Previously Proflowers, Inc.) 1999 - 2004
    Chicago, Illinois, Us
    Direct-to-consumer perishable product delivery company specializing in direct from the grower flowers. Participated in revenue growth from approximately $2 million to $100 million during tenure.• Managed numerous areas of finance and accounting department, reporting directly to the CFO. Supervised three to five staff accountants.• Along-side the CFO, completed several rounds of private placement funding as well as preparation and completion of a successful initial public offering (IPO). Worked closely in all phases of the Form S-1 preparation and due diligence including working with underwriters, attorneys, accountants, and analysts. • Initiated a continuous budgeting process including a five-year forecast of the entire business model, annual budgets, and quarterly reforecasts which were then presented to the Board of Directors.• Managed and oversaw preparation of comprehensive monthly financial statement binder, which included MD&A, SEC style financials, key metrics and budget-to-actuals. Presented financial highlights to senior staff on a monthly basis and company-wide on a quarterly basis.• Tasked with leading the transition from Quickbooks to Great Plains which enabled dramatic growth of consumer sales without delaying financial reporting and analysis. It increased financial internal controls and led to ease of implementation of Sarbanes-Oxley requirements.
  • Damitz Brooks Nightingale Turner And Morrisset
    Cpa
    Damitz Brooks Nightingale Turner And Morrisset 1995 - 1999
    Santa Barbara, Ca, Us
    Large local public accounting firm formed from several former “Big 6” accounting firm partners.• Experience as staff accountant and senior auditor on audits, reviews, and compilations of financial statements of companies in diverse industries.• Consulted with local firms and individuals assisting with accounting, tax, and other business software.• Completed returns and related tax research for a variety of entities. Experience with multi-state issues, reorganizations, consolidated filings and tax examinations.• Functioned as computer and technology administrator and trainer to DBNTM.

Brian Kay Skills

Financial Reporting Accounting Managerial Finance Mergers And Acquisitions Management Leadership Finance Financial Modeling Strategic Planning Auditing Forecasting Financial Analysis Analysis Strategy Corporate Finance Start Ups Mergers Project Management Microsoft Excel Financial Statements Budgets Tax Strategic Financial Planning Change Management Team Building Business Valuation Due Diligence Banking Executive Reporting Cross Functional Team Leadership Internal Controls Gaap Financial Accounting Accounting Applications Audit Financial Planning Team Management Excel Revenue Recognition Key Performance Indicators Nonprofits Financial Forecasting Portfolio Management Treasury Management Us Gaap Cash Management Quickbooks Financial Management Project Execution Financial Software

Brian Kay Education Details

  • Westmont College
    Westmont College
    Business & Economics

Frequently Asked Questions about Brian Kay

What company does Brian Kay work for?

Brian Kay works for Community Housingworks

What is Brian Kay's role at the current company?

Brian Kay's current role is Chief Financial Officer.

What is Brian Kay's email address?

Brian Kay's email address is bk****@****ays.com

What is Brian Kay's direct phone number?

Brian Kay's direct phone number is +185824*****

What schools did Brian Kay attend?

Brian Kay attended Westmont College.

What are some of Brian Kay's interests?

Brian Kay has interest in Kids, Cooking, Collecting Antiques, Investing, Exercise, Electronics, Home Improvement, Reading, Sports, The Arts.

What skills is Brian Kay known for?

Brian Kay has skills like Financial Reporting, Accounting, Managerial Finance, Mergers And Acquisitions, Management, Leadership, Finance, Financial Modeling, Strategic Planning, Auditing, Forecasting, Financial Analysis.

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