Cody Smith

Cody Smith Email and Phone Number

Chief Financial Officer @ Welcome Group, LLC
Cody Smith's Location
Houston, Texas, United States, United States
Cody Smith's Contact Details

Cody Smith personal email

n/a

Cody Smith phone numbers

About Cody Smith

MBA, CPA Mr. Smith is a versatile senior business executive with experience supporting rapidly growing companies needing operational and financial transformation. Demonstrated ability to build accounting and finance functions from the ground up, lead system implementations, lead turnarounds and carve-outs, and support companies with global operations. Expertise in M&A (led over 50+ transactions), strategic planning and developing/mentoring teams. He holds a Master of Business Administration from Texas A&M University and a BBA from Southern Methodist University. CORE COMPETENCIES• Organizational Leadership • Complex Business & Tax Issues • Financial & Strategic Planning• GAAP & SEC Reporting • Contract Negotiations • Accounting & Financial Ops.• Human Resource Management • Mergers & Acquisitions • Risk Management• Business Development • Treasury • Health and Safety Management

Cody Smith's Current Company Details
Welcome Group, LLC

Welcome Group, Llc

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Chief Financial Officer
Cody Smith Work Experience Details
  • Welcome Group, Llc
    Chief Financial Officer
    Welcome Group, Llc Dec 2023 - Present
    Houston, Texas, Us
    Real estate development firm specializing in single-tenant office and industrial buildings including lab, warehouse and manufacturing facilities.
  • Empower Pharmacy
    Interim Chief Financial Officer
    Empower Pharmacy Nov 2022 - Nov 2023
    Houston, Tx, Us
    Empower Pharmacy is the largest FDA registered 503A and 503B compound pharmacy in the United States licensed to distribute commercial and compound medications to direct to patients and clinics in all 50 states. Stabilized finance and accounting department, increased liquidity, worked closely with executive team to provide improved financial and administrative systems, processes, policies and procedures.
  • Veseris
    Chief Financial Officer
    Veseris Feb 2021 - Dec 2021
    Austin, Texas, Us
    PE backed international chemical distribution business carved out from Univar Solutions serving customers in US, Canada and Mexico with 67 distribution centers.• Led company through a TSA and built out the stand-alone platform post-acquisition from Univar• Built and accounting and finance department from the ground up. Implemented accounting policies, set up PE reporting, created KPIs, developed forecasting (including 13-week CF) and budgeting process and implemented a new ERP system (Dynamics 365)• Led first time audit, reduced monthly closes process to 3 days, streamlined international tax structure and established internal M&A processes and procedures.
  • Fidelity National Information Services, Inc.
    Senior Vice President, Finance
    Fidelity National Information Services, Inc. Jan 2020 - Jan 2021
    Virtus was acquired by FIS in January 2020 and is now a major business line in the Capital Markets Group
  • Virtus Partners
    Chief Financial Officer
    Virtus Partners Aug 2016 - Jan 2020
    Houston, Texas, Us
    Responsibilities for this PE backed multi-national B2B SaaS financial services firm with over $350 billion of assets under administration, include finance, treasury, financial planning and analysis, financial reporting, legal/regulatory, risk management, budgeting and forecasting and tax.• Led the company through its sale to Fidelity National Information Systems Inc (NYSE:FIS)• Implemented a new ERP system (Dynamics 365) and positioned the company to meet the new lease and revenue recognition requirements.• Led first-time audit, reduced monthly close process to 3 days, built department from four bookkeepers to thirteen covering accounting, FP&A, treasury, tax, risk management and credit.• Consolidated international treasury function and linked with the ERP system to automate cash management process.• Managed complex tax structuring covering partnerships and international tax.• Led two international acquisitions and started four international regulated subsidiaries, which led to six IFRS subsidiary audit each year as well as the consolidated audit.
  • Independent Consultant
    Independent Professional - Finance And Operations
    Independent Consultant Jul 2014 - 2016
    Direct finance and accounting functions including budgeting and forecasting, cash management, financial planning and analysis, financial reporting, legal/regulatory compliance, risk management and tax for private equity firms in oil field service, E&P and consumer electronics. • Led accounting system conversion project, formalized management reporting and board packages, and built finance department infrastructure, processes, controls, roles and responsibilities to be SOX 404 compliant.• Led transition to new bank and negotiated new credit facilities to increase financial flexibility and streamline treasury processes. • Led fiscal audit and annual report, as well as federal and state tax returns.
  • Dimension Energy Services
    Executive Vice President
    Dimension Energy Services Jan 2012 - Jun 2014
    Sugar Land, Texas, Us
    Senior Officer responsible for financial and business operations including accounting, tax, treasury, M&A, risk management, sales, and human resources with over 400 employees for private equity oilfield services firm providing construction and production services to the upstream and midstream energy segment.- Grew revenue 40% last fiscal year, while maintaining the same administrative head count.- Implemented CRM and ERP systems to facilitate timely information sharing and front line accountability.- Pioneered the reorganization of the core business processes from paper forms to electronic apps, on tablets, that linked payroll and billing, automated safety reporting and integrated with the ERP system.- Recruited and trained regional managers, superintendents and sales representatives to work as a highly functional team.- Established and maintained operations, processes and systems changes to achieve rapid growth and provide timely and meaningful information to manage business.- Developed a full service (EPC) offering to our clients by forming alliances with engineering firms, training our leadership on the offering and successfully selling our first project ($20M TIV) - Established controls and procedures, including estimating standards, safety programs and contract reviews to manage risks associated with complex projects.- Forced a safety culture change that led to one of the industry’s best safety ratings
  • Valarco Llc
    President And Chief Financial Officer
    Valarco Llc 2006 - 2011
    Directed privately-owned midstream services company with operations in Gulf Coast. Led operations, accounting, treasury, tax, planning and strategic direction with responsibility for cross-functional management of controllers, district managers and staff. The Company was sold in 2011.- Responsible for management, strategy and goals of the organization.- Recruited and trained leaders to work as a highly functional team.- Implemented systems, policies and procedures, resulting in growing from 65 to over 1,000 employees, in nine regions.- Led expansion of services to O&M outsourcing- Assured filing of all legal and regulatory documents and monitored compliance withrelevant laws and regulations, and oversaw the fiscal activities of the organization including budgeting, reporting and audit.
  • Consolidated Graphics, Inc.
    Vice President Mergers And Acquisitions
    Consolidated Graphics, Inc. 2001 - 2005
    Led M&A department that sourced, negotiated and integrated acquisitions for NYSE listed commercial printing company with sales in excess of $1 billion. - Led acquisition of 16 companies, with combined revenue of $200 million, over a four year period at 30% below market.- Negotiated long-term sales contracts and real estate leases for acquired companies.- Responsible for all integrations of acquisitions for first year of operations and collaborated with operations to insure smooth transition.
  • Arthur Andersen Llp
    Senior Manager Audit
    Arthur Andersen Llp 1990 - 2001
    Led large multinational E&P audit projects and consultant engagements on M&A, due diligence and SEC reporting. - Lead instructor for Andersen’s oil and gas and SEC training programs. Clients included: Apache, AGIP Petroleum, EOG Resources, EOTT Energy, Mitchell Energy, Pendaries Petroleum and UMC Corporation. - Collaborated on diverse consulting projects covering E&P, midstream, HVAC, commodity trading, ranching, and insurance.- Point person on the Energy Audit Practice mergers and acquisitions team.- Responsible for 28 leads on E&P acquisitions/divestitures by Andersen clients.- Subject matter expert on Successful Efforts and Full Cost Accounting.- Collaborated on production sharing and concession contracts in China, Africa and Myanmar

Cody Smith Skills

Energy Strategic Planning Finance Energy Industry Due Diligence Management Executive Management Contract Negotiation Strategy Financial Analysis Business Development Natural Gas Risk Management Forecasting Auditing New Business Development Petroleum Mergers Operations Management Financial Modeling Team Building Leadership Acquisition Integration Corporate Finance Contract Management Marketing Process Improvement Restructuring Crm Acquisitions Accounting Oil And Gas Business Strategy Budgets Upstream Gas Turn Around Management Business Planning Business Process Improvement Start Ups Negotiation Corporate Development Divestitures Management Consulting Managerial Finance Midstream Sales Private Equity Project Planning

Cody Smith Education Details

  • Mays Business School - Texas A&M University
    Mays Business School - Texas A&M University
    Finance
  • Mays Business School - Texas A&M University
    Mays Business School - Texas A&M University
    Accounting And Finance
  • Southern Methodist University
    Southern Methodist University
    General

Frequently Asked Questions about Cody Smith

What company does Cody Smith work for?

Cody Smith works for Welcome Group, Llc

What is Cody Smith's role at the current company?

Cody Smith's current role is Chief Financial Officer.

What is Cody Smith's email address?

Cody Smith's email address is co****@****llc.com

What is Cody Smith's direct phone number?

Cody Smith's direct phone number is +171399*****

What schools did Cody Smith attend?

Cody Smith attended Mays Business School - Texas A&m University, Mays Business School - Texas A&m University, Southern Methodist University.

What are some of Cody Smith's interests?

Cody Smith has interest in Children, Arts And Culture, Environment.

What skills is Cody Smith known for?

Cody Smith has skills like Energy, Strategic Planning, Finance, Energy Industry, Due Diligence, Management, Executive Management, Contract Negotiation, Strategy, Financial Analysis, Business Development, Natural Gas.

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