Derek A. Smith, Ca, Cpa

Derek A. Smith, Ca, Cpa Email and Phone Number

Board Member/Fractional CFO Services @
Derek A. Smith, Ca, Cpa's Location
Beverly, Massachusetts, United States, United States
Derek A. Smith, Ca, Cpa's Contact Details

Derek A. Smith, Ca, Cpa personal email

n/a
About Derek A. Smith, Ca, Cpa

25 years of experience as a private company and not-for-profit organization board member serving as President, Vice President and Treasurer.Chief Financial Officer with solid and progressive experience in all facets of executive leadership, accounting, administration, human resources and information technology. Highly skilled in collaborating with all members of the organization to achieve corporate objectives. Instrumental in enhancing profitability, and introducing and implementing process and productivity improvements. Managed 28 acquisitions or divestitures from initial concept through execution of closing documents, and where applicable, successful integration of operations and processes into existing structures. Additional core competencies include:• Financial Stewardship & Controllership• Administration, IT, HR & Benefits Programs• Financial Reporting & Consolidations• Contracts Preparation and Administration• Budget Management & Forecasting• Technology Enhancements & Process Improvement• Tax Compliance – Federal, State & Local• Staff Supervision & Training

Derek A. Smith, Ca, Cpa's Current Company Details
DAS Financial Management Advisory Services, LLC

Das Financial Management Advisory Services, Llc

Board Member/Fractional CFO Services
Derek A. Smith, Ca, Cpa Work Experience Details
  • Das Financial Management Advisory Services, Llc
    Managing Director
    Das Financial Management Advisory Services, Llc Aug 2010 - Present
    Greater Boston Area
    Provide Fractional CFO ServicesRepresentative engagements include:• Part-time financial leader for a $25 million printing and publishing company supporting the CEO and his staff. Responsibilities include preparation of consolidated financial statements, liaison with external stakeholders (bank, employee benefits, accounting and tax advisors) and strategic planning.• Part-time financial leader for a $10 million medical practice supporting the senior medical and operational leadership. Responsibilities include preparation of consolidated financial statements, liaison with external stakeholders (bank, employee benefits, accounting and tax advisors) and strategic planning.• Prepared financial due diligence schedules for a healthcare solutions company in 2014 and 2015 in connection with its sale to a private equity firm resulting in the majority equity holder netting over $10 million after tax.• Interim financial support for 3 months in 2013 of a retail and hospitality family business with approximately $20 million of revenues in 2012.• Assisted occupational health publishing company in sale of product line to medical association.• Liquidated academic publishing company upon death of sole shareholder including sale of publishing assets to editor and wind-up of 401(k) plan.
  • Ade Imports, Corp
    Director
    Ade Imports, Corp 2016 - Present
  • Mmis, Inc.
    Chief Financial Officer/Chief Operating Officer
    Mmis, Inc. Dec 2014 - Jul 2016
    Portsmouth, Nh
    Derek is a vital part of the Company’s leadership team and plays an integral role in creating the company infrastructure required to support MediSpend’s planned expansion and growth. Derek is responsible for the development of financial strategy, design & implementation of business systems to preserve company assets, and ensure the preparation and dissemination of accurate financial information. Derek is also responsible for the HR function, including establishment and monitoring of company policies, recruiting and HR information systems.
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  • Next Stage Solutions, Inc.
    Managing Director
    Next Stage Solutions, Inc. Jul 2012 - Dec 2014
    Lexington, Ma
    Provide Project, Part Time and Interim CFO servicesRepresentative engagements include:• Interim Chief Financial Officer of a technical and management consulting company with approximately $70 million of revenue in 2012.• Interim Chief Financial Officer of a modular home manufacturing company with $35 million of bookings in 2012.• Development of financial model and forecasts for start-up online retailing website seeking funding from angel and venture investors.
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  • Castel, Inc.
    Evp Administration & Cfo
    Castel, Inc. Apr 2002 - Jun 2010
    Beverly, Ma
    $5 million technology company that develops, markets, implements and supports a suite of advanced communication and management products and services for contact centers.Directed finance, administration, human resource, information technology and operations functions.• Secured additional equity funding and conversion of debt to equity to extend the company’s timeline.• Led efforts to cut cash burn rate in half through reduction of headcount and discretionary spending.• Formulated and implemented strategic plans for survival in a replacement market.• Championed efforts to negotiate OEM agreement with third-party collection software partner.
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  • First Knowledge Partners Inc.
    Chief Financial Officer
    First Knowledge Partners Inc. Jul 2000 - Aug 2001
    Boston, Ma
    $30 million management consulting holding company.Directed finance, administration, human resource and operational functions.• Played a key role in the acquisition of two consulting firms, which included managing due diligence and preparation of closing documentation.• Secured acquisition financing of $7.8 million and negotiated covenants with major U.S. financial institution.• Contributed to the development of the strategy to obtain second round financing for future acquisition activities.
  • Organizational Dynamics, Inc.
    Chief Financial Officer
    Organizational Dynamics, Inc. Apr 1998 - Jan 2000
    Burlington, Ma
    $25 million global management consulting, research and training company with offices in the USA, Europe and Asia Pacific.Directed administration, finance, human resource and operational functions. Managed 20 employees.• Developed and implemented a business plan to reorganize the company and restore profitability.• Disposed of the Scandinavian operations and resolved outstanding legal disputes in Italy and USA.
  • Pearson North America (Addison Wesley Longman, Inc.)
    Executive Vice President And Cfo
    Pearson North America (Addison Wesley Longman, Inc.) Jul 1996 - Sep 1997
    Reading, Ma
    $925 million educational publishing subsidiary of UK-based Pearson plc with over 125 locations in more than 70 countries.Directed operations including administration, budgets and financial systems, customer service, distribution, information technology, manufacturing and order processing. Managed 1,000 employees.• Led the rapid integration of HarperCollins Educational Publishers acquisition. Reassessed the value of its working capital and re-negotiated more favorable purchase price.• Analyzed feasibility and began implementation of US and UK regional service centers to consolidate accounting, billing and customer service functions and the conversion to SAP operating systems for improved efficiency and profitability.
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  • Penguin Books (Penguin Books Usa, Inc.)
    Executive Vice President & Cfo
    Penguin Books (Penguin Books Usa, Inc.) Sep 1990 - Jul 1996
    New York, Ny
    Executive Vice President (1995-1996)Senior Vice President and Chief Financial Officer (1990-1995)Oversaw finance, administration, electronic publishing, human resources, legal and management information systems. Managed 650 employees.•Spearheaded profitability improvements by shifting control and accountability of assets to 10 separate publishing entities, saving $12.5 million through inventory reductions and cutting author advance write-offs in half. • Coordinated the evaluation of accounting, billing and customer service and recommended improvements targeted to increase customer satisfaction and efficiency, reduce staff by 25% and save $2 million a year.• Directed 5-year, $25 million development plan that improved financial, human resources, manufacturing, and sales reporting (including the introduction of laptop computers for the sales forces) systems.
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  • Thomson Reuters Westlaw (Warren, Gorham & Lamont, Inc.)
    Senior Vice President & Chief Financial Officer
    Thomson Reuters Westlaw (Warren, Gorham & Lamont, Inc.) Nov 1982 - Mar 1990
    New York, Ny
    $125 million subsidiary of Thomson Reuters Corporation publishing professional books and periodicals.Senior Vice President & Chief Financial Officer (1988-1990)Managed finance and information systems, preparing and analyzing financial information for Executive Committee and parent management. Vice President & Controller (1986-1988)Assistant Controller (1984-1986)Manager, Corporate Reporting (1982-1984)Promoted rapidly with increasing responsibility for financial reporting and management.
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  • Kpmg Peat Marwick
    Audit Supervisor
    Kpmg Peat Marwick Jan 1981 - Nov 1982
    Boston, Ma
    View
  • Canada Dry Bottling (Kingston) Ltd.
    Vice President Finance & Administration
    Canada Dry Bottling (Kingston) Ltd. Sep 1979 - Jan 1981
    Kingston, On
  • Kpmg
    Audit Senior
    Kpmg Sep 1978 - Sep 1979
    Ottawa, On
    View
  • Office Of The Auditor General Of Canada
    Staff Accountant
    Office Of The Auditor General Of Canada Sep 1976 - Sep 1978
    Ottawa, On
    View

Derek A. Smith, Ca, Cpa Skills

Mergers And Acquisitions Financial Reporting Finance Accounting Start Ups Strategy Process Improvement Financial Modeling Due Diligence Strategic Planning Management Financial Analysis Managerial Finance Mergers Budgets Business Planning Forecasting Management Consulting Executive Management Analysis Tax Restructuring Cash Flow Business Strategy Consolidation Financial Accounting Acquisition Integration Financial Planning Gaap Strategic Financial Planning Business Process Improvement Revenue Recognition Financial Management Ifrs Budgeting Quickbooks Us Gaap Corporate Governance General Ledger

Derek A. Smith, Ca, Cpa Education Details

Frequently Asked Questions about Derek A. Smith, Ca, Cpa

What company does Derek A. Smith, Ca, Cpa work for?

Derek A. Smith, Ca, Cpa works for Das Financial Management Advisory Services, Llc

What is Derek A. Smith, Ca, Cpa's role at the current company?

Derek A. Smith, Ca, Cpa's current role is Board Member/Fractional CFO Services.

What is Derek A. Smith, Ca, Cpa's email address?

Derek A. Smith, Ca, Cpa's email address is de****@****ast.net

What is Derek A. Smith, Ca, Cpa's direct phone number?

Derek A. Smith, Ca, Cpa's direct phone number is +150852*****

What schools did Derek A. Smith, Ca, Cpa attend?

Derek A. Smith, Ca, Cpa attended University Of Toronto - University Of Trinity College, Trinity College School.

What are some of Derek A. Smith, Ca, Cpa's interests?

Derek A. Smith, Ca, Cpa has interest in Children, Arts And Culture, Education.

What skills is Derek A. Smith, Ca, Cpa known for?

Derek A. Smith, Ca, Cpa has skills like Mergers And Acquisitions, Financial Reporting, Finance, Accounting, Start Ups, Strategy, Process Improvement, Financial Modeling, Due Diligence, Strategic Planning, Management, Financial Analysis.

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