Brian Marshall, Cpa Mba

Brian Marshall, Cpa Mba Email and Phone Number

Medfield, MA, US
Brian Marshall, Cpa Mba's Location
Medfield, Massachusetts, United States, United States
Brian Marshall, Cpa Mba's Contact Details

Brian Marshall, Cpa Mba work email

Brian Marshall, Cpa Mba personal email

About Brian Marshall, Cpa Mba

I'm advising both individual and institutional business owners after my last employer was sold to a public company in November 2021. In my 25 years of work experience, I have focused on M&A in the lower middle market and asset management of multi-location retail, most notably in executing a roll-up strategy in automotive retail. Additionally, I have been successful at building and managing finance and accounting teams, implementing financial accounting and reporting systems, performing Treasury management and risk management, reducing costs, as well as building budgets and forecasts. I'm looking for the next big problem to solve!

Brian Marshall, Cpa Mba's Current Company Details
Marshall Advisors LLC

Marshall Advisors Llc

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Owner
Medfield, MA, US
Employees:
3
Brian Marshall, Cpa Mba Work Experience Details
  • Marshall Advisors Llc
    Owner
    Marshall Advisors Llc
    Medfield, Ma, Us
  • Driveline Automotive Advisors Llc
    Co-Owner
    Driveline Automotive Advisors Llc May 2023 - Present
    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 Holdings Llc
    Co-Owner
    Cms Solutions Holdings Llc Apr 2023 - Present
    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
    Owner
    Marshall Advisors Llc Nov 2021 - Present
    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.
  • Prime Automotive Group
    Vp Finance (Consultant)
    Prime Automotive Group Jan 2022 - Present
    Westwood, Ma, Us
  • Prime Automotive Group
    Vp Finance
    Prime Automotive Group Jun 2018 - Dec 2021
    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.
  • Capstone Automotive Group
    Cfo / Vp Asset Management And Acquisitions
    Capstone Automotive Group Jul 2015 - May 2018
    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.
  • Private Equity
    Interim Chief Operating Officer
    Private Equity Jan 2013 - Jun 2015
    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.
  • Gentile, Pismeny & Brengel
    Senior Accountant
    Gentile, Pismeny & Brengel Oct 2011 - Dec 2013
    Tax, audit and business consulting
  • Armao, Costa & Ricciardi, Cpas, P.C.
    Staff Accountant
    Armao, Costa & Ricciardi, Cpas, P.C. Sep 2010 - Oct 2011
    Junior accountant at a CPA firm, working in tax and audit areas.
  • Armao, Costa & Ricciardi, Cpas, P.C.
    Intern
    Armao, Costa & Ricciardi, Cpas, P.C. Feb 2010 - Aug 2010
    Accounting Intern working in Tax and Audit areas
  • Quick One Messenger
    Owner
    Quick One Messenger Mar 2005 - Mar 2009
    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.
  • Applied Scholastics
    Regional Manager
    Applied Scholastics Jan 1997 - Mar 2005
    Local and then regional manager at education and literacy oriented non-profit organization.
  • Delta Air Lines
    Engineering Co-Op Student
    Delta Air Lines Mar 1994 - Dec 1996
    Atlanta, Georgia, Us
    I worked as a co-op student in several engineering departments at Delta Air Lines.

Brian Marshall, Cpa Mba Skills

Accounting Tax Auditing Financial Statements Finance Financial Accounting Cpa Financial Reporting Tax Preparation Accounts Receivable Management Consulting Quickbooks Tax Returns Bookkeeping Accounts Payable Fund Accounting Spreadsheets Single Audit Non Profits Bank Reconciliation Tax Law Risk Management Capital Budgeting Forecasting Budgeting Budgeting And Forecasting Project Management

Brian Marshall, Cpa Mba Education Details

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Business/Managerial Economics
  • State University Of New York - System
    State University Of New York - System
    Accounting
  • Georgia Institute Of Technology
    Georgia Institute Of Technology
    International Affairs

Frequently Asked Questions about Brian Marshall, Cpa Mba

What company does Brian Marshall, Cpa Mba work for?

Brian Marshall, Cpa Mba works for Marshall Advisors Llc

What is Brian Marshall, Cpa Mba's role at the current company?

Brian Marshall, Cpa Mba's current role is Owner.

What is Brian Marshall, Cpa Mba's email address?

Brian Marshall, Cpa Mba's email address is br****@****ail.com

What is Brian Marshall, Cpa Mba's direct phone number?

Brian Marshall, Cpa Mba's direct phone number is +151694*****

What schools did Brian Marshall, Cpa Mba attend?

Brian Marshall, Cpa Mba attended University Of Massachusetts Amherst, State University Of New York - System, Georgia Institute Of Technology.

What are some of Brian Marshall, Cpa Mba's interests?

Brian Marshall, Cpa Mba has interest in Business Opportunities, Accounting, Mountain Biking.

What skills is Brian Marshall, Cpa Mba known for?

Brian Marshall, Cpa Mba has skills like Accounting, Tax, Auditing, Financial Statements, Finance, Financial Accounting, Cpa, Financial Reporting, Tax Preparation, Accounts Receivable, Management Consulting, Quickbooks.

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