David Richards, Mba Cpa (Inactive) Email and Phone Number
David Richards, Mba Cpa (Inactive) work email
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
David Richards, Mba Cpa (Inactive) personal email
- Valid
- Valid
David Richards, Mba Cpa (Inactive) phone numbers
“Hands-on” senior finance manager with 20 years of experience at the Chief Financial Officer (CFO) and VP Finance level as the "CEO's confidant" leading private and public companies in developing, manufacturing and commercializing products. Successfully managed finance operations and organizational risks during high growth, transitional and M&A activity phases and litigation, and partnered to influence the financial outcome of product commercialization, manufacturing, development, and clinical trials for several successful life science, medical device and consumer products. As the finance leader for ClearFlow, led the finance, HR and IT team through product commercialization-- including helping to develop the marketing financial/clinical product justification--two financings and new banking relationships for the successful growth of the company. As the finance leader of Prime-Line Products Co., led the finance team and helped lead the company through an Oracle implementation, a multi-year financial restatement and management transition. Managed and rebuilt finance and accounting teams ranging in size from 2 to 18 persons, including 2 to 5 direct reports. Extensive experience supporting and participating in fundraising efforts through lending institutions and investors by participating in long-term strategic planning, developing forecasts around those plans, and helping to prepare presentations and coordinate work with attorneys and investment bankers.Specialties: David Richards - MBA, CPAExecutive, CFO, Director of Finance, ControllerMedical Device, Manufacturing and Distribution, Consumer PrdctMANAGEMENT: Collaborative and Objective - basedEXPERIENCE: Managing financial outcomes of product commercialization, clinical trials and development ; Sales team accountability ; cost reductions ; treasury management and banking relations ; M&A ; HR ; financial reporting & SEC reporting; budgeting and forecasting ; cost accounting; and software implementation.
Grace Community Church Of Saddleback Valley
View- Website:
- gracesv.org
-
Treasurer And Pastor In TrainingGrace Community Church Of Saddleback ValleyChino Hills, Ca, Us -
Volunteer ChaplainClaremont Manor Care CenterChino Hills, Ca, Us -
B2Bcfo Partner, CfoB2B Cfo® Dec 2018 - PresentChandler, Arizona, Us -
Consulting Chief Financial OfficerGurunanda Llc Jul 2017 - PresentBuena Park, California, UsFor this rapidly growing, $30 million manufacturer and distributor of consumer goods:- Secured inventory-based financing, in addition to expanding existing AR-based lending. - Sourced several new banking relationships.- Designed new financial reports to provide key metrics reporting regarding product and product line performance and trends.- Developed rolling budgeting and forecasting model.- Implemented cash forecasting model. - Formalized HR function, bringing it into compliance for new hires, terminations and labor laws regarding pay and developed first Employee Handbook and Safety Manual. - Implemented 401k plan- Managed Insurable risks, gaining EPLI and Cyber Risk coverage for 401k, employment and internet sales risks. -
Vp FinanceClearflow, Inc. (Fka Clear Catheter Systems) Oct 2013 - Jun 2017Irvine, California, UsMedical Device manufacturer in early commercial stage. - Sourced and managed $4m and $10m financings with CEO completed in Q4 2013 and Q3 2015.- Helped CEO secure and maintain national distribution agreement with multinational, public company.- Established new banking relationship and $2.5m credit facility.- Co-Managed business growth from $0.4m to $4.4m in sales from 2013 to 2016.- Established business key metrics and financial reporting package.- Co-Managed new office establishment in California and relocation with VP Operations.- Established new IT systems.- Established HR function, new payroll and benefits providers and helped recruit executive team and supporting staff.- Implemented Company’s first budgetary process and responsibility-based reporting. - Established sales forecasting and funnel reporting by sales person.- Enhanced sales reporting with key performance indicators and sales trend reporting. -
Principal, Chief Financial OfficerDmr Consulting Services Sep 2012 - Oct 2013Financial management consulting services including strategic planning, financial and operational reporting, key performance indicator development and reporting, forecasting, budgeting, cost management, banking relations and lending sourcing, mergers and acquisitions (M&A), due diligence, risk management, cost accounting, tax planning and tax return support, financial management and team overhaul, financial restatements, and financial and tax audits.
-
Chief Financial OfficerPrime-Line Products Co. Jun 2011 - Sep 2012A $70 million manufacturer and distributor of window and door replacement parts, selling products primarily to Big Box retailers and maintenance and repair companies. Accomplishments: Helped lead organization and finance function through Oracle implementation, Multi-year restatement working with new Big 4 auditors, legal issues around senior team changes and acquisition of founder's shares, forensics project and establishment of new reporting practices and policies and procedures. Experience includes change management, litigation management, forensic investigation, re-vamping finance practices, risk management, establishment of cost accounting, cash management, and ESOP administration.
-
Chief Financial OfficerDr. Fresh, Inc. May 2010 - Sep 2010Us$50 million Distribution and Manufacturing Company. Reporting to CEO/Chairman and Director of Operations, managed all aspects of finance and financial planning with emphasis on revenue and margin performance, cost control and banking relations. Worked closely with the Director of Sales and sales managers to help manage sales results and forecast.-Joined company when initial audit by PWC was 1 1/2 months past banking deadline. Successfully managed audit completion and lender relations without issue.-Led bank financing round and obtained proposal from top 5 national bank for over $10 million combined credit line and a commercial building financing line.-Initiated automation review by 3rd party consulting firm, identified IT candidate who was hired to help manage and implement upgrades and participated on software selection and implementation team.-Co-led new warehouse location selection with Purchasing and Warehouse Director. -
Corporate Controller (Senior Finance Exec)Orqis Medical Aug 2006 - Nov 2009UsInternational Congestive Heart Failure Products Company. Sold assets to product leader in November 2009. -
Chief Financial OfficerThe Medfocus Fund Sep 2004 - Jul 2006Working for founder of Endologix, Private equity family of funds incubating and investing in medical device companies.
-
Chief Financial OfficerEndologix, Inc. Nov 2001 - Sep 2004Irvine, Ca, UsPublic international medical device manufacturer. -
Corporate ControllerRadiance Medical Systems (Merged Into Endologix) Sep 1996 - Nov 2001Public medical device manufacturer
-
Assistant Corporate ControllerThe Clothestime, Inc. 1990 - 1995Public Company, National Retailer with up to 3,000 employees and 550 store locations
David Richards, Mba Cpa (Inactive) Skills
David Richards, Mba Cpa (Inactive) Education Details
-
B2BcfoBusiness Sales Mergers & Acquisitions -
Uc IrvineBusiness Administration -
California State University-Long Beach - College Of BusinessBusiness Administration/Accounting
Frequently Asked Questions about David Richards, Mba Cpa (Inactive)
What company does David Richards, Mba Cpa (Inactive) work for?
David Richards, Mba Cpa (Inactive) works for Grace Community Church Of Saddleback Valley
What is David Richards, Mba Cpa (Inactive)'s role at the current company?
David Richards, Mba Cpa (Inactive)'s current role is Treasurer and Pastor in Training.
What is David Richards, Mba Cpa (Inactive)'s email address?
David Richards, Mba Cpa (Inactive)'s email address is dr****@****low.com
What is David Richards, Mba Cpa (Inactive)'s direct phone number?
David Richards, Mba Cpa (Inactive)'s direct phone number is +194992*****
What schools did David Richards, Mba Cpa (Inactive) attend?
David Richards, Mba Cpa (Inactive) attended B2bcfo, Uc Irvine, California State University-Long Beach - College Of Business.
What are some of David Richards, Mba Cpa (Inactive)'s interests?
David Richards, Mba Cpa (Inactive) has interest in Life Science, Cleantech, Distribution, Cpa, Medical Device, Orange County, Health, Children, Saved, Environment.
What skills is David Richards, Mba Cpa (Inactive) known for?
David Richards, Mba Cpa (Inactive) has skills like Finance, Financial Reporting, Mergers And Acquisitions, Forecasting, Managerial Finance, Executive Management, Start Ups, Strategic Planning, Sec Filings, Due Diligence, Mergers, Cost Accounting.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial