David Koehler

David Koehler Email and Phone Number

Interim CFO and Financial Consultant @ Florida, United States
Florida, United States
David Koehler's Location
Greater Tampa Bay Area, United States, United States
David Koehler's Contact Details

David Koehler personal email

n/a
About David Koehler

Highly analytical and incisive CFO with 25+ years experience in national restaurant concepts, Big-4 accounting and Investment Banking directing high growth and turnaround situations. Expert in forecast modeling for companies in distress or going through bankruptcy. Able to build highly complex financial models (IS, BS, CF) for managing 13-week cash flow, projecting long-term funding requirements and meeting bank covenant reporting requirements.National restaurant experience include:• Another Broken Egg - Private Equity Sponsored 110 units• Rosa Mexicano – Private Equity Sponsored 11 units• Metro Diner – Private Investor Group 67 units• &pizza fast casual Washington DC – Private Equity Sponsored 17 units• Jersey Mike’s – Founder owned company 1,000+ units• Fogo de Chao Brazilian Steakhouse – Brazilian Private Equity Group - 50 units• Del Frisco Steakhouse – Private Equity Sponsored ($60b AUM)70 units• Lone Star Steakhouse – Private Equity Sponsored ($60b AUM) 200 units• Nobu Restaurant Group - NYC Private Investor Group - 76 units internationally• Checkers Drive-in restaurants – SEC publicly traded NASDAQ - 900 unitsCapital market partners include:• J.P. Morgan, Goldman Sachs, Wells Fargo, SunTrust, Deutsche Bank, Morgan Stanley, Piper Jaffray, Fifth Third Bank, FBR Capital Markets, Trispan Partners, GP Investments Private Equity (Brazil).Projects personally led:• Prepared a Brazilian owned concept Fogo De Chao for an IPO in 2008 plus raised $70 million in a debt recapitalization through a syndication of four top-tier banks.• Restructured Lone Star Private Equity Fund's ($60b in assets) shared services company’s for Del Frisco, Sullivan’s Steakhouse, Lone Star Steakhouse, Texas Land and Cattle with over $500 million in total revenue and 200+ units. • Financially led Checkers Drive-In Restaurants in a turnaround from near-bankruptcy to sustained profitability with same store sales of +10.0% and profitability at 21%. The stock price propelled over 1,000% -- from $1.25 to over $13.00.• Raised $22 million in second-round equity funding for Metro Diner and developed an enterprise financial reporting dashboard.Expert in data analytics using Microsoft's power tools: (Power BI, Power Query, Power Pivot).Unique ability to build complex forecast models for managing cash flow, driving company performance and raising debt/equity capital.

David Koehler's Current Company Details
CFO|BI Consultants LLC

Cfo|Bi Consultants Llc

Interim CFO and Financial Consultant
Florida, United States
David Koehler Work Experience Details
  • Cfo|Bi Consultants Llc
    Interim Cfo And Financial Consultant
    Cfo|Bi Consultants Llc
    Florida, United States
  • Another Broken Egg Cafe
    Interim Chief Financial Officer
    Another Broken Egg Cafe Mar 2024 - Sep 2024
    Orlando, Fl, Us
  • Rosa Mexicano Restaurants
    Interim Chief Financial Officer
    Rosa Mexicano Restaurants Nov 2021 - Aug 2023
    New York, Ny, Us
  • Cfo | Bi Consultants
    Chief Financial Officer
    Cfo | Bi Consultants Jun 2018 - Oct 2021
  • Metro Diner
    Chief Financial Officer
    Metro Diner Apr 2016 - Jun 2018
    Tampa, Florida, Us
    A high-growth concept backed and led by co-founder of Outback Steakhouse. The Company has 13 joint venture partners set to grow nationally to over 250 units.• Integrated 13 JV operating partners accounting and financial reporting systems.• Raised $22 million in second round of equity funding. Doubled company’s market value• Closed two bank debt facilities for $16.5m and $30m.• Developed enterprise dashboard reports for operations for comparing actual vs budget performance.
  • &Pizza
    Chief Financial Officer
    &Pizza Jul 2014 - Apr 2016
    Washington, Dc, Us
    A high-growth emerging fast-casual restaurant growing through 100% corporate owned units.• Recruited to professionalize a start-up concept and install accounting systems and processes.• Raised $10 million in second round of equity funding. Tripled company’s market value• Restructured accounting department and installed an integrated restaurant accounting system.• Developed and installed food and labor management reporting system for field operations.
  • Restructuring Consultant
    Atlantic Restructuring
    Restructuring Consultant Feb 2009 - Jun 2014
    Restructured Lone Star Private Equity Fund's ($60b in assets) shared services company that provides Accounting, IT, HR and Risk Management to four of its portfolio restaurant concepts with total revenue over $500 million and 200 units. • Reorganized 15 departments with 60 people to streamline and eliminate redundant positions. • Established a Project Management Office to coordinate 80+ projects utilizing a SharePoint portal. • Expedited accounting closing cycle by 28% to enable quicker responses to budget shortfalls.• Led a $1m upgrade to existing PeopleSoft ERP system.• Implemented a sales BI analytic program focused on uncovering critical trends and sensitivity to business drivers.Assisted Jersey Mike's Subs with over 1,000 units $700 million in system wide sales restructure its accounting and IT infrastructure and raise capital for corporate owned units.• Consolidated 7 general systems into a single system with dashboard of key metrics.• Built a forecasting model that encompassed over 600 accounts to project cash flow out 5 years.• Implemented sales BI analytic tool with over 100 million historic data fields to benchmark 500+ stores.• Negotiated a bank loan and working capital line of credit.Led a Frozen Yogurt concept through a hyper-growth phase of quadrupling franchise outlets from 40 to 165+ units in 18 months (domestic and international). Worked with founder and private equity partner build out the corporate office, accounting department and legal infrastructure to support its growth trajectory. • Implemented a franchise prospecting, sales and tracking management system (FranConnect)• Selected and installed a restaurant accounting system (Compeat).• Wrote the FDD - Franchise Disclosure Document and successfully registered in all 50 states.Worked with a hospitality based insurance company with $80m in revenue and over 1,500 clients sell the company.
  • Fogo De Chao
    Chief Financial Officer
    Fogo De Chao Feb 2007 - Jan 2009
    Dallas, Texas, Us
    A high growth international restaurant company operating in the US and Brazil with $200 million in sales and over $40m in EBITDA.• Recruited by Private Equity to prepare Brazilian owned company for an IPO.• Successfully raised $70 million in a debt recapitalization through a syndication of four top-tier banks.• Hired 20 people, built 3 departments in two counties: Accounting, Business Intelligence and IT in US and Brazil• Managed capital structure and executed a $50m interest rate swap to hedge against interest rates.• Built complex IPO forecast model to project growth in earnings, free cashflow and new capex for 5 yrs.• Implemented Sarbanes-Oxley readiness and implementation plan with KPMG.• Drafted SEC S-1 document for IPO in conjunction with Goldman Sachs and Price Waterhouse.(IPO called off due to global financial crisis in Q4-2008; executive staff for a public company deemed unnecessary and was let go)
  • Checkers Drive In Restaurants
    Chief Financial Officer & Treasurer
    Checkers Drive In Restaurants 2001 - 2004
    Tampa, Florida, Us
    A publicly traded NASDAQ company with $530 million system sales, 800 locations and 6,500 employees. • Played key role in turning company around from near-bankruptcy to sustained profitability. • Same store sales grew 10.0%; profitability +21% and stock price propelled from $1.25 to over $13.00• Directly responsible for the leadership and management of all financial and governance aspects.• Managed capital structure to achieve one of the strongest balance sheets in the industry.• Increased institutional ownership from <10 to over 65 investors and obtained equity research coverage.• Initiated a complex tax planning strategy to recapture $20MM of NOLs.• As head of IT, implemented over 20 distinct projects geared toward revamping and upgrading all aspects of company’s IT infrastructure.

David Koehler Skills

Business Intelligence Business Process Improvement Strategy Financial Modeling Budgeting Mergers And Acquisitions Private Equity Investment Banking Accounting Franchising Structured Finance Financial Analysis Project Management Restaurants Statistical Data Analysis Data Mining Financial Reporting Analytical Skills Forecasting Finance Financial Planning Strategic Planning Data Visualization Power Bi Team Leadership Management Leadership Power Query Big 4 Technology Implementation Ipo Capital Raising Turnaround Experience International Operations Sec Financial Reporting Emerging Growth Companies Public Accounting Raising Equity Raising Debt Corporate Financial Planning And Analysis Fp&a Kpi Dashboard Implementation Franchise Disclosure Document Fdd Power Pivot Process Transformation Enterprise Software Bank Fund Raising Investor Relations High Growth Companies Multi Unit Retail Financial Services Activity Based Costing Start Up Ventures Leadership Development Corporate Finance Business Strategy Fast Casual Restaurants Venture Capital Human Resources

David Koehler Education Details

  • Old Dominion University
    Old Dominion University
    Information Technology

Frequently Asked Questions about David Koehler

What company does David Koehler work for?

David Koehler works for Cfo|bi Consultants Llc

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

David Koehler's current role is Interim CFO and Financial Consultant.

What is David Koehler's email address?

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What is David Koehler's direct phone number?

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What schools did David Koehler attend?

David Koehler attended Old Dominion University.

What skills is David Koehler known for?

David Koehler has skills like Business Intelligence, Business Process Improvement, Strategy, Financial Modeling, Budgeting, Mergers And Acquisitions, Private Equity, Investment Banking, Accounting, Franchising, Structured Finance, Financial Analysis.

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