David Pulling Email & Phone Number

Dallas

Experienced professional with over 30 years of leadership and senior management expertise in strategic and operational consulting, private equity / venture capital and change management with proven ability to manage hands-on, entrepreneurial, fast-paced and high-growth environments while continually striving to improve, define and implement process improvements and enhancements while identifying costs savings to significantly improve P&L. Industry experience includes: Financial Services, Healthcare, Energy and Franchising. Specializing in small to mid-range companies tax planning and return preparation.Active involvement with clients in financial statement preparation, tax planning, tax preparation, financial planning / asset protection, business entity structure, buy/sell agreements, growth strategies, preparation of compiled or reviewed financial statements, retirement plans, estate and gift tax planning, business succession, mergers and acquisitions, oversaw bookkeeping and payroll services

Dallas, Tx

 Responsible for strategic planning and leadership for financial and operational functions of 36 General Dentistry clinics and 4 Orthodontic clinics located in Dallas and Houston, Texas with combined expected annual revenues exceeding $70 million Managerial oversight responsibilities include cash management, financial statement production and reporting, acquisition valuations, planning and budgeting, operating efficiency evaluations, risk management assessments, investment profitability analyses and new system and business evaluations Worked with center leadership teams to identify cost savings and operating efficiencies by providing enhanced reporting and analyses which enabled the operators to become increasingly more efficient at assessing and reacting to their financial results which assisted numerous centers in realizing a positive operating margin during the economic downturn Responsible for managing an annual capital budget of $4.5 million and providing profitability analyses on investments including, renovations and new construction  Collaborated with business unit leaders on new product initiatives to ensure acceptable accounting and operational processes are followed and meaningful analytics are prepared and evaluated Managed the budgeting, forecasting and strategic planning functions; developed financial strategies to improve long term profitability; directed contract and vendor management as well as audit and risk management; and maintained strong banking relationships and monitored treasury requirements to ensure proper funding of operations and debt covenant compliance

Tax and Consulting for Small Business

Bba, Accounting

Education record