David Leavitt Email and Phone Number
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★ Coaching C-Suite ★ Coaching to Higher Values and Returns ★ Solutions to Complex Problems ★ Delivering Long-Term Sustainable Growth & Quantifiable Financial Results ★ With over 30 years leading small to medium-sized companies ($10MM - $300MM) in operational and financial processes, I honed my strategic approach for producing quantifiable results and long-term sustainable growth primarily in the manufacturing, distribution and construction verticals. Utilizing Catipult.ai (Certified Catipult Coach), EOS (Graduated from the EOS Integrator Masterclass) and MBM (practicing Leader, as described in the book "Good Profit") business models as a basis, I provide high-level support and bridge the gap between the day-to-day and the strategic.COO, CFO, Business Leader, Strategic Planning, Problem solver, Issue Management, Performance Management, Business Analysis, Process Improvement
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Ceo And Managing DirectorCxo Advisory, Llc May 2019 - PresentCxO Advisory provides executive level leadership, coaching and consulting services for companies that want to become world class operators. We coach, consult and provide the capabilities to get you and your business to the next level of high performance.
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Chief Operating OfficerPetroleum Equipment Inc. Of Kansas City Aug 2021 - Sep 2024Kansas City, Mo, UsIn my role as Chief Operating Officer at Petroleum Equipment Inc. of Kansas City, I spearheaded the implementation of the EOS Operating System, defining the Vision, Mission & Values, strategic plan, and key performance indicators. This led to a significant 3X increase in valuations post-acquisition, showcasing the successful business process improvement initiatives I led. -
PrincipalExechq™ - Bring Expertise To The Table Oct 2019 - Sep 2021Phoenix, Arizona, UsThe ExecHQ Alliance believes that individuals with a high level of integrity and experience as business executives who are working together as a team in a fun, family-focused, collegiate and entrepreneurial environment are well-positioned to identify core issues or opportunities and to provide innovative, strategic and practical solutions to CEOs and/or business owners on an on-demand basis. We also believe that many CEOs and/or business owners can better focus on their core responsibilities to their organizations and stakeholders, and reach their maximum effectiveness when they are able to take off some of their multiple hats; delegating these areas of responsibility to trusted business advisors.ExecHQ exists to provide on-demand, cost-effective, highly-experienced resources to CEOs and/or business owners who are facing these challenges/opportunities. -
Chief Operating Officer | Chief Financial Officer | Vice Chairman Of The BoardThe Victor L. Phillips Co. 1999 - 2019Kansas City, Mo, UsLed the improvement of the culture and business practices during the transition of a private, family owned company (formed in 1911). Established the focus and direction for the Finance, Credit, Accounting, Legal, Information Technology and Human Resources departments. Provided overall business leadership to other business practice areas, including the Parts and Warehousing operations. • Led the analysis, negotiation and presentation to source equity capital and options to grow the business.• Led and implemented the EOS Operating system across the entire company (i.e. process for the development of a strategic planning, vision, values, expectations). • Collaborated with the CEO to develop performance, selection and incentives compensation expectations.• Changed business processes for supporting the equipment sales organization, including the Customer Satisfaction feedback loop (CSI) and Market Share Management.• Drove the conversion to an INFOR cloud based ERP (eXtend ERP) system, as well, as MS CRM to replace a legacy AS400, including the SD WAN Upgrade for cloud capabilities at seven locations.• Created the quarterly board of directors meeting and review process.• Solidified banking relationships while negotiating and completing multiple finance and credit agreements(>$50MM).• Revamped the financial reporting and accounting processes, resulting in increased integrity, timing and effectiveness. -
Business Development Manager - Koch Fertilizer CompaniesKoch Industries 1998 - 1999Wichita, Kansas, UsEvaluated new and existing business to support vision of 15% growth in earnings. Managed communication and economic analysis through interaction on a regular basis with market analysts, tax, accounting, trading/marketing, operations, legal, and engineering personnel.• Conducted market analysis and developed a business strategy to increase the ammonia pipeline profits by improving utilization and business focus.• Identified critical terminals and optimized assets by improving distribution of product, consolidating operations of some terminals, directing sale of other terminals and revamping several facilities.• Completed preliminary market analysis and strategy to develop fertilizer terminals in Mexico. -
Controller [Koch Fertilizer, Beef & Sulfur Products Companies]Koch Industries 1991 - 1998Wichita, Kansas, Us• Set-up staff and restructure finance operations for a 300 person, $300 million ammonia pipeline, terminal, production and fertilizer trading group of companies in the Midwest and Gulf Coast regions.• Selected, reassigned, developed and managed personnel including Assistant Controller, Controller of Koch Milling, Plant Controller, and Accounting Supervisors for a finance organization with 20 resources.• Implemented a new business system which eliminated the mainframe, reduced financial reporting by 11 work days, decreased systems costs $400,000/year; and decreased staff levels 40%.• Initiated the consolidation of all financial and trading operations within the Koch Agriculture Group to reduce costs and improve effectiveness.• Developed new financial reporting process which incorporated value chain analysis, improved measurability and accountability for profits.• Created a new accounts receivable collections strategy which improved past due accounts from an average of $6 million to $1 million.• Led financial analysis preparation to sell selected assets in preparation for lower industry margins.• Led all financial aspects for a $100 million cattle business including cattle feed yards, ranches and commodity trading operations in Kansas, Texas and Montana. • Completed financial due diligence and integration of a $6 million Texas feed yard acquisition.• Changed the financial systems and resources for a $70 million sulfuric acid production, marketing, distribution and sulfur trading company in North Carolina, Minnesota, Kansas, Wyoming and Oklahoma. • Selected, developed, and directed a staff of 10 following a $15 million multi-state acquisition.• Implemented activity-based accounting and developed new internal market reporting systems which enhanced integrity in accounting of profitability.
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Accounting Manager - Koch Hydrocarbons GroupKoch Industries 1988 - 1991Wichita, Kansas, UsLed all financial services and staff of 5 for a $50 million natural gas plant and several natural gas pipeline and gathering systems in North Dakota, Colorado, Utah, Mississippi, Offshore Louisiana and Oklahoma.
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Senior AuditorKoch Industries 1985 - 1988Wichita, Kansas, Us• In-charge Financial Statement Auditor on a $200MM subsidiary that fell under the audit scope.• Developed financial audit programs to supplement KPMG resources.• In-charge Auditor for systems, joint venture, contract, fraud and financial audits.
David Leavitt Skills
David Leavitt Education Details
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Fort Hays State UniversityBusiness And Accounting
Frequently Asked Questions about David Leavitt
What company does David Leavitt work for?
David Leavitt works for Cxo Advisory, Llc
What is David Leavitt's role at the current company?
David Leavitt's current role is Strategy Architect | Business Valuation Builder | KPI & Performance Results.
What is David Leavitt's email address?
David Leavitt's email address is le****@****pco.com
What is David Leavitt's direct phone number?
David Leavitt's direct phone number is +181624*****
What schools did David Leavitt attend?
David Leavitt attended Fort Hays State University.
What skills is David Leavitt known for?
David Leavitt has skills like Forecasting, Strategic Planning, Financial Analysis, Management, Mergers And Acquisitions, Negotiation, Budgets, Financial Reporting, Process Improvement, Finance, Leadership, Business Planning.
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