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I am a goal-oriented, results-driven finance leader with diverse experience across industries, geographies and types of companies. I am adept at helping companies through change - establishing and maintaining efficient and effective financial processes and understanding the accounting and financial impact of transformational events such as acquisitions, divestitures and capital markets transactions.My broad experience includes companies in the consumer and industrial manufacturing, automotive, life sciences, transportation, technology and service industries. I consistently enhance company compliance, efficiency, and risk management by providing key accounting and internal control insights, finance transformation, and accurate reporting for complex business challenges both in the US and abroad. I have helped companies successfully work through a wide range of challenges and changes, including IPO’s, acquisitions, carve-outs, transformations, and bankruptcy, to ensure corporate goals were met. I have worked with small, early-stage development companies as well as large, global, publicly traded organizations.My core strengths include:- Providing timely, accurate information and solid counsel for executive level decision making- Advising businesses through change, increasing shareholder value- Ensuring compliance with US GAAP, IFRS and SEC financial reporting guidelines- Strategically managing projects to ensure compliance with budgets and timelines- Directing and motivating team members from multi-disciplinary/multi-national environments Specialties: Financial Analysis | US GAAP | IFRS | IPOs | SEC Reporting | Carve-Outs | Internal Controls | SOX | Project Management | Global Markets | Purchase Accounting | Conversions | Private Equity | Accounting Change | Finance Transformations | Training & Development | Financial Operations
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Interim Chief Financial OfficerHelo Corp Jan 2024 - PresentHelo Corp is a data-driven wellness technology company. Helo® wearables and other smart devices are built on Helo's Life SensingTechnology®, which uses state-of-the-art sensors, enhanced signal processing, and algorithms to collect and process specific bio-parameters. Helo is developing the NutraMatic™ and Helo AI™ platform to leverage artificial intelligence and other technologies to analyze wearer data, provide personalized nutrition and recommendations, support the adoption of healthierlifestyle choices and drive human wellness transformation. -
Chief Financial Officer And Board MemberEpien Medical Apr 2022 - PresentEPIEN Medical manufactures, designs, and sells OTC, prescription and professional care products for the dental industry based on a proprietary chemical technology. The Company has three dental products in commercialization. Their flagship product uses a novel desiccation technology to eradicate bacteria and biofilm, remove pathogens, debride necrotic tissues, and calm inflammatory mediators. Ten patents have been granted to date that cover the Company’s manufacturing process, formulations, and delivery methods. Potential other indications in wound care, dermatology, cancer and veterinary care.
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Accounting And Finance ConsultantIndependent Consultant Jul 2020 - Apr 2022Providing consulting services focused on transformative change such as mergers and acquisitions, divestitures, and capital markets transactions - with a focus on project management, technical accounting, and SEC filings.
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Managing DirectorRiveron Jan 2019 - May 2020Dallas, Tx, UsAssisted finance leaders in addressing the strategic accounting and financial reporting challenges facing their business, whether in managing the ongoing finance function or reacting to transformational events, by providing practical market insight and access to specialty resources. Specific projects included application of new accounting pronouncements (ASC 606 and ASC 842), acquisition/business combination accounting, and finance transformation. -
Executive Director - Financial Accounting Advisory Services (Faas)Ey Dec 2013 - Jan 2019London, GbAssisted finance leaders in addressing the strategic accounting and financial reporting challenges facing their business, whether in managing the ongoing finance function or reacting to transformational events, by providing practical market insight and access to specialty resources. Specific projects included application of new accounting pronouncements (ASC 606 and ASC 842), assistance with the accounting technical topics, acquisition/business combination accounting, and finance transformation. -
Contractor - Pentair Plc/Interim North America Controller - Pentair Valves & ControlsPentair Plc Aug 2012 - Nov 2013London, Gb- Interim North America Controller for the Pentair Valves & Controls business unit in Houston, TX.- Project leader for the purchase accounting at Pentair Ltd. related to a $5 billion acquisition, including domestic and international coordination, liaison with external valuation specialists, and creation of purchase accounting master file.- Provided technical accounting advice related to U.S. GAAP and SEC rules and regulations. -
PartnerKpmg Llp Jul 2010 - Mar 2012New York, Ny, Us- Managed the audits of multiple public and private global companies, managing teams of up to 10 and generate $2 million of annual revenue. - Provided technical accounting advice and training related to U.S. GAAP, IFRS and SEC rules and regulations.- Recruited and managed staff, including hiring, assessing performance and providing career counseling and mentoring. -
PartnerKpmg Llp Jul 2003 - Jun 2010Toronto, On, Ca- Led audit engagements for multiple public and private U.S. and international companies, including a large, multi-national manufacturer with revenues of $60 billion. Provided technical advice on U.S. accounting regulations. Managed a team of up to 60 – including non-audit specialists. - Instructed various courses on U.S. GAAP and IFRS for clients and organizations throughout the U.S.- Recruited and managed staff, including hiring, assessing performance and providing career counseling and mentoring. - Championed the local office work environment initiative council to foster improvements in the work-life balance of audit, tax and advisory staff, leading to increased work satisfaction survey results.- Successfully spearheaded and completed a critical project for a manufacturing firm that required SOX implementation, IFRS conversion, acquisition accounting and two simultaneous audits within 18 months. -
Senior Manager/PartnerKpmg Deutsche Treuhand Gesellschaft Jan 1999 - Jun 2003- Provided extensive U.S. GAAP and SEC technical expertise for several large publicly traded German and European manufacturing- and technology-based organizations, including guidance on the implementation of new accounting pronouncements and SEC regulations, transaction-based accounting guidance and periodic reporting requirements.- Assisted in the successful initial public offering (in Europe and the United States) of three European technology- and manufacturing-based organizations, including detailed work with financial statement and MD&A disclosures, clearance of SEC and stock exchange comments, and discussions with French regulators.- Provided technical advice to local KPMG teams in Germany and France related to the conversion of financial statements from local accounting principles to U.S. GAAP.- Taught various courses on U.S. accounting regulations and SEC reporting issues for German-based companies and local KPMG offices in Germany.
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Manager/Senior ManagerKpmg Llp Jun 1996 - Dec 1998Toronto, On, Ca- Managed various audit engagements of U.S. and international technology- and manufacturing-based organizations ranging from privately held, emerging companies to public multinational companies.- Participated in multiple public offerings and registration statements.- Planned, scheduled and budgeted audits including resolution of scheduling conflicts and monitoring and revision of budgets, and billed and collected professional fees.- Supervised and reviewed the work of up to 15 staff concurrently including preparation of performance evaluations and career counseling. -
SeniorKpmg Deutsche Treuhand Gesellschaft Aug 1994 - May 1996- Audited a wide variety of U.S. and international technology- and manufacturing-based organizations.- Participated in the conversion and translation of financial statements from German accounting principles to U.S. GAAP and IFRS.- Streamlined accounting function of an organization in Germany by re-engineering accounting processes and recommending changes to IT programs, enhancing efficiencies.
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Associate/SeniorKpmg Peat Marwick Llp Sep 1990 - Jul 1994Supervised a wide variety of global audit engagements for technology, manufacturing and financial services-based organizations ranging from privately held, emerging companies to public multinational companies, including participation in the initial public offering of 4 companies.
David Ufheil Skills
David Ufheil Education Details
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Indiana University - Kelley School Of BusinessAccounting
Frequently Asked Questions about David Ufheil
What company does David Ufheil work for?
David Ufheil works for Helo Corp
What is David Ufheil's role at the current company?
David Ufheil's current role is Chief Financial Officer.
What is David Ufheil's email address?
David Ufheil's email address is du****@****ast.net
What is David Ufheil's direct phone number?
David Ufheil's direct phone number is +161237*****
What schools did David Ufheil attend?
David Ufheil attended Indiana University - Kelley School Of Business.
What are some of David Ufheil's interests?
David Ufheil has interest in Golf, Collecting Wine.
What skills is David Ufheil known for?
David Ufheil has skills like Sarbanes Oxley Act, Auditing, Us Gaap, Accounting, Internal Controls, Ifrs, Sec Filings, Sec, Financial Reporting, Project Management, Gaap, Finance.
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