Brian Kay Email & Phone Number

San Diego, CA, US

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.
• 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 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.
• 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.
• 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.
• 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.

• 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.
• 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.
• 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.

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.
• 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.
• 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.

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.