Brian Marshall, Cpa Mba Email & Phone Number

Medfield, Ma, Us

DriveLine Automotive Advisors LLC helps car and truck dealers and related companies increase their cash flow through debt and treasury optimization, spend management, risk management, and implementing new revenue streams.

CMS Solutions works with IT Consulting and Services firms to increase profitability and firm value, through providing services such as staff augmentation, personnel placement, strategic planning, benchmarking, and fractional CFO services.

Marshall Advisors LLC provides services to businesses looking to increase their profitability and cash flow and to reduce their risk. We provide services to private equity funds with multi-location portfolio companies as well as small businesses that are still scaling up.

Westwood, Ma, Us

Westwood, Ma, Us

I am the VP Finance for Prime Automotive Group, the 7th largest private dealership group in the United States. My responsibilities include risk management, centralized purchasing, operational and capital budgeting, and performance monitoring for our dealership group.

Responsible for financial reporting, capital markets, deal sourcing, due diligence, asset management, for PE-backed automotive retailer. Lead on M&A, acquired 57 companies in 13 transactions totaling $1.1 billion; company went from $0 to roughly $2 billion in annual sales over five years.

Worked closely with the founder to scale a start-up PE firm from zero to twenty employees and from $0 to $500 million in assets under management. Worked with operating partners to complete M&A transactions valued at over $100 million in various industries. Worked with external auditors to successfully complete audited financial statements. Implemented new software to create standard financial reporting, consolidation, and asset management.

Tax, audit and business consulting

Junior accountant at a CPA firm, working in tax and audit areas.

Accounting Intern working in Tax and Audit areas

Us

Managed all aspects of business, including HR, finances, operations. Computerized finances and produced financial statements. Developed and implemented company strategies, and acquired new clients.

Local and then regional manager at education and literacy oriented non-profit organization.

Atlanta, Georgia, Us

I worked as a co-op student in several engineering departments at Delta Air Lines.

Master Of Business Administration - Mba, Business/Managerial Economics

Bachelor, Accounting

Aerospace Engineering, International Affairs