Brian Woodall Email & Phone Number

Mechanicsburg, Pa, Us

Davis, California, Us

Responsible for budgeting process, financial modeling, capital raising, as well as management of internal and external accounting resources.

- PE/VC/RE fund backoffice analysis and advisory services- Operational due diligence on PE/VC/RE funds for LPs- SBIC regulatory consulting- GAAP Valuations- Portfolio company financial modeling and backoffice operations analysis- Quality of Earnings reports

Clifton Park, New York, Us

LeverPoint Management was established in 1995 as the Business Management Service division of The Ayco Company L.P., a Goldman Sachs subsidiary, and has been independently operating since August 2007. LeverPoint has a proven record of success, which is reflected in our longstanding client retention and loyal employees. Since 2007, the firm has grown from 18 associates to 140+ and currently services over $45 billion in assets for more than 105 unique Private Equity, Venture Capital, Real Estate, Credit, and Fund of Fund clients.

Lamplighter Financial provides comprehensive backoffice and fund administration solutions to private equity, venture capital, and real estate funds. Lamplighter offers a cost-effective way for smaller firms to have a seasoned backoffice team at a fraction of the cost of building out a full internal infrastructure. Our goal is to be a partner and an invaluable resource that scales with our clients.

- Managed due diligence process for middle market mezzanine fund focused on providing capital to established companies in California’s Central Valley- Sourced over 25% of deal flow since joining the firm- Prepared all limited partner communications, including quarterly reporting packages, capital calls, and distributions- Built financial models for analyzing and pricing transactions- Constructed financial model to project fund level IRR and carried interest- Implemented accounting system for general partner and private equity fund and guided firm through external auditor's examinations- Administered all back office functions, including accounting, A/R, A/P, treasury management, SBA & CFLL compliance, IT, HR, marketing communication, and vendor relationships- Established internal policies and procedures for treasury management and expense reporting, resulting in 100% increase in idle funds income and 7% decrease in expenses

Analyzed and evaluated new technologies to determine commercial potential. Presented new technologies to biotech firms. Determined high tech industry trends in licensing deal structure and valuation techniques

Chicago, Il, Us

-Designed financial projection models for budgeting process, resulting in less than 10% variance-Reconfigured firm wide P&L to align with goal of running SBUs as profit centers-Created and implemented centralized process for hiring subcontractors (20% of workforce)-Produced Project Manager Finance Training program to reduce AR & WIP exceptions by 50%-Reengineered monthly and weekly financial reporting packages to decrease distribution time of financial information to the partners by 50%

Amsterdam, Nl

-Developed corporate tax strategy for Meals & Entertainment expenses, resulting in potential tax savings of $10M in FY03-Assisted with integrating Andersen Business Consulting into BearingPoint by migrating West Region projects (over $40M in net revenue)-Supervised four Engagement Management Coordinators-Reconciled unlinked databases to increase the accuracy of actual and pipeline backlog by 400%

-Incorporated a financial website that provided accurate information to a global clientele-Negotiated sale of the company for $200K in common stock to INFe.com-Researched and analyzed market trends to develop corporate strategies and business plan-Forecasted financial projections to raise $500K through Angel and Venture Capital markets-Managed and developed relationships with over 20 independent contractors, over 100 advertisers, and more than 10 strategic partners to grow and market the business-Prepared quarterly and annual financial statements and tax returns-Developed, designed, and maintained website of over 2000 pages

-Assisted clients in finding corporate financing and in writing business plans-Managed operations of three websites, overseeing a team of five web developers-Developed and marketed new IR program to companies with less than $25M in annual sales

Gb

Performed controls audits for large public companies. Audited cash for financial services companies. Extensive budget analysis, Excel modelling, and Access database development.

Mba, Technology Management, Entrepreneurship

Bs, Accounting, Finance