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David Wilkinson, Cpa is listed as Dealership Financial Professional | Dealership Private Equity | Dealership M&A at Open Road Capital, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at dhg.com and a matched LinkedIn profile for David Wilkinson, Cpa.
David Wilkinson, Cpa previously worked as Vice President at Open Road Capital and Assurance Senior Manager at Dixon Hughes Goodman Llp. David Wilkinson, Cpa holds Bachelors Of Science, Accounting from University Of Utah - David Eccles School Of Business.
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I am a financial professional with a diverse background in management positions in public accounting and private industry with a focus and concentration in retail dealerships and prior experience in software, manufacturing and construction. Highlighted professional experience includes:• Significant experience in acquisitions including valuation, due diligence, transaction modeling, tax structuring and related accounting• Working with private equity and family office investors• Working with lenders including analysis of financing options, managing lender relationships, reporting on and managing covenant and borrowing base calculations • Team building, management, training and mentoring• Budgeting, business planning and variance analysis• Cash flow management and forecasting• ERP system implementation/conversion• Improving and streamlining closing processes and procedures
Listed skills include Gaap, Auditing, Accounting, Internal Controls, and 25 others.
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Fort Worth, Texas, United States
Open Road Capital, LLC is a Washington, DC based investment company focused exclusively on the automotive retail industry. Open Road makes long-term equity investments in high-value dealerships and dealership groups in partnership with leading dealership operators.
Fort Worth, Texas
At DHG Dealerships I help large heavy truck, automobile, recreational vehicle, power sports and equipment dealerships achieve their goals by providing high level assurance, transaction advisory and consulting services.
Greater Salt Lake City Area
Kenworth Sales Company is a premier truck dealership headquartered in West Valley City, UT with 20 locations across the intermountain west. We assist customers in buying, leasing, renting, financing, insuring, servicing, maintaining, licensing, and many other aspects of operating a truck. Kenworth Sales Company strives to be the Dealer of choice for truck and tractor operators in our community.My responsibilities at KWS included:- Management of the accounting department - Internal and external financial reporting- Development of new monthly close and other processes and controls for a new ERP system - Primary point of contact for our external audit- Managing bank reporting including covenant calculations and borrowing base calculations- Preparation of tax schedules and interfacing with external CPA firm for return preparation- Personnel management within the accounting department- Significant oversight and involvement in the annual business plan preparation- Interfacing with department managers on finance and accounting matters
Greater Salt Lake City Area
Together with Mayer Hoffman McCann, PC a top 10 national CPA firm. Primary clients are mid-market private, public and not for profit entities.I managed audit, review and consulting engagements for middle market companies with complex accounting issues including revenue recognition, equity compensation (stock options and warrants), complex equity transactions, income tax accounting, business combinations and other accounting areas.I had experience in a variety of industries including: Technology companies, real estate developers, financial services, professional service companies, manufacturers, private equity.I also served as an instructor in the firm's National Level Training program where I instructed new and experienced associates in the firm's audit methodology as well as a variety of accounting and other audit topics.
Craig Hancey & Co. is a local CPA firm who services business clients in all aspects of their accounting and finance function which included their monthly close, financial statements, budgeting and forecasting, financial analysis and tax preparation.
I provided accounting and tax services to a wide range of small and medium size businesses and individuals. I worked on clients in a number of different industries including construction contractors, retail operations and medical and dental practices.
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David Wilkinson, Cpa works for Open Road Capital.
David Wilkinson, Cpa is listed as Dealership Financial Professional | Dealership Private Equity | Dealership M&A at Open Road Capital.
AeroLeads has found 1 work email signal at @dhg.com for David Wilkinson, Cpa at Open Road Capital.
David Wilkinson, Cpa is based in Dallas-Fort Worth Metroplex, United States while working with Open Road Capital.
David Wilkinson, Cpa has worked for Open Road Capital, Dixon Hughes Goodman Llp, Kenworth Sales Co, Inc., Cbiz, and Craig Hancey & Company.
You can use AeroLeads to view verified contact signals for David Wilkinson, Cpa at Open Road Capital, including work email, phone, and LinkedIn data when available.
David Wilkinson, Cpa holds Bachelors Of Science, Accounting from University Of Utah - David Eccles School Of Business.
David Wilkinson, Cpa is listed with skills including Gaap, Auditing, Accounting, Internal Controls, Financial Reporting, Revenue Recognition, Financial Analysis, and Cpa.
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