David Wilkinson, Cpa Email and Phone Number
David Wilkinson, Cpa work email
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David Wilkinson, Cpa personal email
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
Open Road Capital
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Vice PresidentOpen Road Capital Oct 2021 - PresentFort Worth, Texas, United StatesOpen 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.
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Assurance Senior ManagerDixon Hughes Goodman Llp Sep 2018 - Oct 2021Fort Worth, TexasAt 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. -
Assurance ManagerDixon Hughes Goodman Llp Jul 2014 - Sep 2018Dallas/Fort Worth Area
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Corporate ControllerKenworth Sales Co, Inc. Nov 2012 - Jul 2014Greater Salt Lake City AreaKenworth 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 -
Manager - AuditCbiz Jan 2007 - Oct 2012Greater Salt Lake City AreaTogether 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. -
AccountantCraig Hancey & Company May 2005 - Dec 2006Craig 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.
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AccountantKartchner & Purser Jun 2004 - Apr 2005I 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.
David Wilkinson, Cpa Skills
David Wilkinson, Cpa Education Details
Frequently Asked Questions about David Wilkinson, Cpa
What company does David Wilkinson, Cpa work for?
David Wilkinson, Cpa works for Open Road Capital
What is David Wilkinson, Cpa's role at the current company?
David Wilkinson, Cpa's current role is Dealership Financial Professional | Dealership Private Equity | Dealership M&A.
What is David Wilkinson, Cpa's email address?
David Wilkinson, Cpa's email address is da****@****dhg.com
What schools did David Wilkinson, Cpa attend?
David Wilkinson, Cpa attended University Of Utah - David Eccles School Of Business, University Of Utah - David Eccles School Of Business.
What skills is David Wilkinson, Cpa known for?
David Wilkinson, Cpa has skills like Gaap, Auditing, Accounting, Internal Controls, Financial Reporting, Revenue Recognition, Financial Analysis, Cpa, Financial Accounting, Budgets, Us Gaap, Financial Modeling.
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