David Cary

David Cary Email and Phone Number

Principal at Palo Alto Advisors @
David Cary's Location
Dallas, Texas, United States, United States
David Cary's Contact Details
About David Cary

• It is easy for me to go from small to big to small again.• Almost any solution should be sold based on financial value generated. If you can't articulate it, you are losing.• Rapid Growth: CFO of company which grew 100-200% per year• Public: Took company public on NASDAQ and represented company to Wall Street • Multiple mergers and acquisitions. Skilled in both sides of due diligence• Sales Support: Compensation Plans, Strategies, Negotiations• International: Established international structure across 28 countries• Rationalization: Have cleaned up and helped discipline organizations My career has been spent managing payroll and billing in the morning and negotiating revenue in the afternoon. I have worked at every level from an employee in a company which could fit in one room, to a CFO of a multi-billion dollar company across multiple countries. I know how to look at the big picture, understand what the organizational needs, then dive in the weeds if necessary to make it happen. I am particularly good at building teams and guiding them to grow. I like looking for bottlenecks in organizations and eliminating them.Philosophy: Most problems can be solved with quality revenue and cost discipline. Excellent financial statements are the result of accelerating and collecting revenue and controlling costs. Served four years in the U.S. Army; Infantry, Sergeant. Attributes:• I take ownership of my objectives. I like to be accountable for results. • I can be a catalyst for change.• I am comfortable in chaotic environments and am not bothered by something not having been done before. • I have a calming influence in uncertain situations. • I will thrive in any situation or culture.Industries:• Manufacturing• Distribution• Technology• Energy• Real EstateWhat you don't expect about me:• I was once a "talent" for the Accounting and Finance Television Network (AFTN).• I wrote a book about the true account of an American warship at Omaha Beach. https://www.amazon.com/dp/0692086919• My son and I hold the Boy Scouts Grand Slam award for participating in all four High Adventure treks.Cell: (972) 672-4280Email: davecary6@gmail.com#fractional CFO, #CFO, #InterimCFO, #Rapidgrowth

David Cary's Current Company Details
Palo Alto Advisors

Palo Alto Advisors

Principal at Palo Alto Advisors
David Cary Work Experience Details
  • Palo Alto Advisors
    Principal
    Palo Alto Advisors Jan 2012 - Present
    Dallas/Fort Worth Area
    General common sense.
  • Tdi Technologies, Inc. (Formerly Tecsys Development, Inc.)
    Coo
    Tdi Technologies, Inc. (Formerly Tecsys Development, Inc.) Nov 2006 - Dec 2011
    Dallas/Fort Worth Area
    IT Foundation Management Software
  • Neon Systems
    Board
    Neon Systems 2000 - 2006
    Sugarland, Tx
    Chair of the Audit Committee of the Board of Neon Systems, publically traded on the NASDAQ. Oversaw the conversion to Sarbanes Oaxley compliance as well as helped the eventual successful sale of Neon to Direct Data Technologies.
  • I2 Technologies
    Cfo
    I2 Technologies 1992 - 1999
    Dallas/Fort Worth Area
    i2 Technologies provided business process optimization software, which grew out of its supply chain optimization product. The software was based on Eli Goldratt's Theory of Constraints. In 1992, i2 had revenues of $1.5 million with 15 employees; by 1999, the company had grown to approximately one-half of a billion dollars in revenue, with about 3,000 employees and offices in 27 countries. Before i2, few had heard of supply chain management. Now it is a household word.Member of founding management team responsible for all fiscal aspects of the business, the establishment of corporate policies and procedures, development of compensation, incentive and benefits plans, management of facilities and lease negotiations. Provided guidance in product positioning and pricing, and marketing communications documents to assure quality and conformance to product capabilities. Chief negotiator for all major strategic alliances, reseller agreement and large customer contracts. As one of a five member Executive Team, participated in setting the strategic direction for the company and supporting near term growth through operational efficiencies.•Planned, led, and executed the Initial Public Offering of i2 Technologies, Inc. which which closed at a market cap of $1 billion and provided the subsequent marketing message. •Executed a Secondary offering of $145 million to strengthen the balance sheet. •Responsible for the financial, tax, human resources, and legal aspects of $250 million in acquisitions. •Experienced in managing intellectual property to protect the company position from infringement and litigation. Personally led the company in a successful defense in two intellectual property infringement suits brought about by competitors. •Negotiated majority of i2 customer contracts and had primary signing authority
  • Professional Development Institute
    Instructor (Concurrent With My "Day Job")
    Professional Development Institute 1993 - 1995
    Denton, Tx
    Presented day long workshops to financial professionals, mostly in Texas. The Professional Development Institute (PDI) is a not-for-profit network of professionals benefiting the University of North Texas in Denton.Certificate: Advanced Presentation Skills (1994)
  • Westcott Communications, Accounting And Finance Television Network (Aftn)
    Talent (Concurrent With My "Day Job")
    Westcott Communications, Accounting And Finance Television Network (Aftn) 1992 - 1993
    Dallas/Fort Worth Area
    "Starred" in television shows which explained the practical aspects of finance functions. I was responsible for creating the script and all supporting materials, as well presenting the material to a camera.The backdrop was a rarefied atmosphere of tall walnut bookcases, full of solid books. The floor (out of camera range) was a concrete warehouse floor with stamped out cigarette butts.Westcott Communications specialized in creating video television shows broadcast via satellite.
  • Computerland
    Accounting System Controller
    Computerland 1991 - 1992
    Arlington, Tx
    ComputerLand (turnaround situation) was a $150 million/year computer retailer and service provider covering Texas. Recreated the accounting, treasury and human resource procedures which had been lost. The company was in danger of losing its financing because of the lack of records. Severe employee morale challenge.
  • Thomas Group
    Controller
    Thomas Group 1990 - 1991
    Las Colinas, Tx
    The Thomas Group was a consulting firm specializing in manufacturing environments. It focused on the reduction in Cycle TimeManaged all aspects of finance, accounting, and tax related issues for the company from Frankfurt to San Jose. Developed and implemented the value-based pricing model used as the cornerstone for company growth.
  • Southern Methodist University
    Adjunct Professor (Concurrent With My "Day Job")
    Southern Methodist University 1989 - 1991
    Dallas/Fort Worth Area
    Responsible for creation and delivery of class materials. Delivered mostly to the MBA students but also undergraduate students of the SMU Cox School of Business. Subjects discussed include Negotiations, Bank Financing, Going Public, and Compensation Plans.
  • Southmark Corporation
    Division Controller
    Southmark Corporation 1987 - 1990
    Dallas/Fort Worth Area
    Southmark was a publically traded real estate-based financial services company, which last reported $9.2 billion in assets. As Division Controller, was responsible for divisional financial reporting, and management of billions of dollars in limited partnership cash and investments. Responsible for advising company through a turn-around situation. Helped acquire two $100 million divisions, then brought them through Chapter 11.
  • General Portland, Inc.
    Accounting Manager
    General Portland, Inc. 1983 - 1987
    Dallas, Tx
    General Portland, Inc. (GPI) is a cement manufacturer with some aggregate mining. Cement manufacturing is an intense form of process manufacturing. At the time, GPI was a subsidiary of LaFarge Corp and had $1 billion in assets.I was Accounting Manager and responsible for the general financial reporting of the Trinity Division with three cement plants, one quarry, and several aggregate pits.
  • Kpmg
    Auditor
    Kpmg 1981 - 1983
    San Francisco, Ca
    Financial Auditor based in San Francisco, CA
  • Us Army
    Sergeant-Infantry
    Us Army Sep 1973 - Aug 1977
    Us Military Posts In Central America
    Alpha Company, 3rd Battalion, 47th Infantry Regiment, 9th Infantry Division. (Forest Gump was in the 2nd Battalion, otherwise exactly the same). First response straight-leg infantry, mountain troops. Ft. Lewis.Within 24 hours of being deployed to war in "a sandy desert environment" but the other side changed its mind. Bravo Company, 193 Infantry Brigade. Mechanized infantry specializing in jungle warfare and air mobile assaults. Ft. Clayton. Deployed to war once, which was short lived.Expert RiflemanGraduate: NCO AcademyGraduate: Jungle Operations Training Course (twice)Graduate: BRC WarfareGraduate: Arctic Combat SurvivalRifle Sqaud LeaderForward Observer: 81 mm morters.MOS: 11 Bravo 40 (Infantry)Secret clearanceRemember St. Crispin's day.

David Cary Skills

Start Ups Strategy Mergers And Acquisitions Executive Management Saas Enterprise Software Strategic Planning Management Leadership Mergers Integration Strategic Partnerships Compensation And Benefit Sales Business Strategy Competitive Analysis Business Development Finance Marketing Management Consulting Consulting Process Improvement Negotiation Program Management New Business Development Sarbanes Oxley Act Go To Market Strategy Cloud Computing Business Process Improvement Venture Capital Ipo Professional Services Business Intelligence Salesforce.com Outsourcing Valuation Sales Management Crm It Strategy Channel Partners Supply Chain Management Us Gaap Sec Sales And Other Compensation Plans Strategy Development Software As A Service Public Market Experience

David Cary Education Details

Frequently Asked Questions about David Cary

What company does David Cary work for?

David Cary works for Palo Alto Advisors

What is David Cary's role at the current company?

David Cary's current role is Principal at Palo Alto Advisors.

What is David Cary's email address?

David Cary's email address is da****@****ail.com

What is David Cary's direct phone number?

David Cary's direct phone number is +197288*****

What schools did David Cary attend?

David Cary attended Harvard University, Smu Cox School Of Business, San Francisco State University, Foothill College.

What are some of David Cary's interests?

David Cary has interest in Science And Technology, Children.

What skills is David Cary known for?

David Cary has skills like Start Ups, Strategy, Mergers And Acquisitions, Executive Management, Saas, Enterprise Software, Strategic Planning, Management, Leadership, Mergers, Integration, Strategic Partnerships.

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