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Extensive Turnaround and Crisis Management Experience in the $5MM - $300MM manufacturing, distribution and capital goods manufacturing markets. CPA, Certified Valuation and Merger and Acquisition Professional.Specialties: CPA , CVA (Certified Valuation Analyst), CMAP(Certified Merger and Acquisition Professional), CGMA (Chartered Global Management Accountant), Member of the AICPA Business and Industry Executive Committee, Member of the Turnaround Management Association (TMA), Turnaround and Crisis Management, Valuation , M & A, Post-Acquisition Synergy Achievement, Private Equity, LBO, Chapt. 11 Re-Org Plans, Exit Value Maximization
Cpacva
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Managing DirectorCpacva Jul 2014 - PresentEl Paso, Texas, United States• Major Interim CFO / Project roleso $ 60M+ Forging / Machining Operation – Interim CFO - 9 Month - West Coast – Strategic Planning, budgetary and cash / working capital forecasting to facilitate crisis Development of financial & operational controls, policies and procedures ERP review Implementation / SAP o $ 100M+ Shipyard – Interim CFO - 1 Yr. - West Coast – Reorganization financial team. Development of financial & operational controls, policies and procedures. Restoration of accuracy, timeliness of the financial , operational , quotation and costing systems. Developed cash / working capital management / forecasting Develop and implement project management tools and ERP System (Sage) Short term and long-term budgeting and strategic planning / forecasting. Business valuation and financial / strategic modeling to facilitate company sale.o $1B+ Telecom Products Manufacturer – ASC 606 Project Manager – 10 Months – Midwest Working in conjunction with Internal and External auditors to designed and implemented a global project program related to the preparation and implementation of the recent GAAP Revenue recognition rules. Product / customer contract testing, on site review and training of financial / sales personnel for their major global operational / sales facilities. Development of internal procedures for ongoing compliance. Development of Over Time Project recognition options and formats from an ERP System perspective.o $40M+ Lumberyard – Financial and Operational Review Project – 3 Months – Southwest – Under Direction of PE Group reviewed the financial and operational reporting personnel / systems. Extensive business and operational process reviews. Customer and vendor contracts and pricing.o Variety of short-term projects Related to: Impairment Testing Financial Valuations & Modeling Short and long-term business modeling.
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Ceo & CfoConstellation Enterprises, Llc May 2009 - Jul 2014Youngstown, Ohio AreaPrivate Equity Holding Company for a manufacturing portfolio with revenues exceeding $350M:• Debt Restructuring, covenant strategies, ABL, coordinate banking, lenders and all external treasury • Successful in taking portfolio debt public (Sec 144A – Successful $130M offering).• Initial Purchase accounting and Public Reporting. • Turnaround restructure and go forward strategic planning / supply chain & operational synergies• Various Interim CEO / CFO roles in the individual portfolio companies during restructuring• Acquisition Analysis / Value Creation Models / Synergy Analysis. Full P/L & Balance Sheet
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Chief Financial OfficerColumbus Castings Aug 2009 - Sep 2011CFO for the Largest Steel Foundry in the USA. Large rail and industrial castings.
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President / CfoCommercial Metal Forming Oct 2009 - Nov 2010President of Commercial Metal Forming a multi site domestic operation which manufactures formed metal products for the automotive, nuclear and various commercial industries.• Turnaround restructure and go forward strategic planning / supply chain & operational synergies -
Chief Financial OfficerZero Cases Jun 2008 - May 2009Private Equity Holding Company. Metal stamping and metal/plastic cases manufacturing portfolio.• Initial Purchase accounting and Public Reporting. • Establishment of a global treasury function across multiple currencies• Turnaround / Restructuring Financial & Operations Crisis Management.• ABL, bank covenant negotiations and compliance• Turnaround restructure and go forward strategic planning / supply chain & operational synergies -
Director Of Finance - InternationalPcmc Jan 2006 - May 2008Greenbay, WisconsinPCMC manufactures capital equipment for the paper insustry both domestic and international.• Turnaround Crisis Management. Short & Long Term debt restructuring, ABL, bank covenant negotiations and compliance and the establishment of a global treasury function across multiple currencies• Chaired Creditor’s Committee on major customer’s +$1B Chapter 11 bankruptcy.• Coordinated the financial exit transition & purchase accounting arising from the company’s merger.• Worked on the development and successfully integration of the “Merger Synergy Playbook” objectives. -
Director Of International ProjectsFisher Hamilton (Division Of Thermal) Aug 2004 - Dec 2005Responsible for Manufacturing / Supply Chain Development in Mexico and China• Responsible for the overall planning, execution and control of the strategic, statutory and financial International expansion activities for the group. ($ 160M )• Led International expansion projects establishing manufacturing facility in Mexico and contract manufacturing in China.
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Group Director - Kohler Global Power SystemsKohler Power Systems May 2000 - May 2004Directed the financial operations for the Engine, Generator and Rental segments of Kohler Companies• Responsible for the Domestic and International facilities of the Global Power Group. The Unit consists of 5 Engine / Generator Manufacturing / Assembly plants, Distribution and Kohler Rental Power located in the US, Mexico, EMEA. • Responsible for the overall direction, and control of the financial, statutory, strategic and M&A activities for the group. • Established a global presence for the RentalPower Group to include locations in South Africa and Europe.• Led the groups M&A activity towards both market and financial growth utilizing synergistic strategies and product line growth accomplished through domestic “roll-up” and international acquisitions.
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Cfo / Group Controller Engine And Transmission GroupTecumseh Engine Jan 1999 - May 2000International manufacturer of lawn and garden application engines and transmissions.• Responsible for the Domestic and International facilities 6 Manufacturing / Assembly plants throughout the US and Europeof this $750M segment of Tecumseh Products, Inc.• Organizational / Operational Re-engineering including Plant Start-up / Closures • Directed the Group’s M&A vertical and horizontal activity including a major acquisition in Eastern Europe.
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Group Controller / Vp Finance Power SystemsFederal-Mogul Jan 1994 - Jan 1999• Responsible for the Group’s financial, statutory, strategic and M&A activities. Group consisted of 10 Piston / Ring and Engine Bearing facilities operating in the U.SCFO - Vice President of Finance AEG North America Rings (1996 – 1998) Pre-FMO Acquisition• Responsible for the financial systems & activities for 7 AEG piston and piston ring manufacturing and foundry facilities located in the U.S. ($350M)• Led the financial transition (Synergy Playbook) between AE Goetze and Federal-Mogul. -
AuditorPeat Marwick Jan 1986 - Jan 1987Illinois
David Carlisle Skills
David Carlisle Education Details
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Accountancy / Economics
Frequently Asked Questions about David Carlisle
What company does David Carlisle work for?
David Carlisle works for Cpacva
What is David Carlisle's role at the current company?
David Carlisle's current role is Managing Director at CPACVA.
What is David Carlisle's email address?
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What is David Carlisle's direct phone number?
David Carlisle's direct phone number is +133033*****
What schools did David Carlisle attend?
David Carlisle attended Northern Illinois University.
What skills is David Carlisle known for?
David Carlisle has skills like Private Equity, Mergers And Acquisitions, Strategy, Accounting, Financial Reporting, Forecasting, Management, Financial Analysis, Strategic Planning, Process Improvement, Valuation, Restructuring.
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David Carlisle
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David Carlisle
Bringing Talented International Students And Global Partnerships To Grand Valley State University.Grand Rapids, Mi1montana.edu -
David Carlisle
San Francisco Bay Area4affirm.com, yahoo.com, palantir.com, affirm.com2 650-815XXXXX
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