David Featherston, Cpa

David Featherston, Cpa Email and Phone Number

Controller of Whitley & Siddons @ Shadowridge Asset Management
austin, texas, united states
David Featherston, Cpa's Location
Austin, Texas, United States, United States
David Featherston, Cpa's Contact Details
About David Featherston, Cpa

Director of Compliance (CHC-Certified in Healthcare Compliance) for Urology Austin, PLLC.I also am a CPA and hold my Series 65 license as an Independent Investment Advisor Representative. Prior experience: Controller, Chief Financial Officer (CFO) for various industries such as medical, oil & gas, real estate management, etc. Proficient in financial management and production of legible, comprehensible financial statements, cash flow statements, etc.Presently available for personal investment advising... helping individuals make smart, informed choices about their retirement investments... specializing in the area of consultation regarding maximizing a couple's Social Security Benefits.Please contact me for more information.

David Featherston, Cpa's Current Company Details
Shadowridge Asset Management

Shadowridge Asset Management

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Controller of Whitley & Siddons
austin, texas, united states
Website:
shadowridgeinvest.com
Employees:
4
David Featherston, Cpa Work Experience Details
  • Whitley & Siddons
    Accounting Controller
    Whitley & Siddons Jan 2022 - Present
    Austin, Tx
    http://www.whitleysiddons.com
  • Shadowridge Asset Management
    Investment Advisor Representative
    Shadowridge Asset Management Mar 2013 - Present
    Austin, Texas Area
    Provide personalized, confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Helping individuals make smart, informed choices about their retirement investments.
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  • Urology Austin
    Director Of Compliance
    Urology Austin Jan 2019 - Dec 2021
    Austin, Texas Area
  • Urology Austin
    Director Of Finance
    Urology Austin Dec 2015 - Jan 2019
    Austin, Tx
    Manage the Accounting Department at this urology physician practice and produce the financial statements on a regular basis in a comprehensible format to our physicians and Board. Report to the CEO of organization and provide support to this position, as needed.Transitioned to Director of Compliance in 2019.
  • Daniels-Head Insurance Agency
    Controller / Cpa
    Daniels-Head Insurance Agency Sep 2008 - May 2012
    Austin, Tx
    * Automated consolidation of 30 entities via advanced Excel formulas, designing custom financial statements for owner.* Analyzed financial statements for accuracy, GAAP compliance, etc.* My position was eliminated due to a sell of this insurance agency to a large national firm, who consolidated the financial reporting to their home office.
  • Alethes (A Local Mortgage Company)
    Cfo
    Alethes (A Local Mortgage Company) 2000 - 2008
    Austin, Tx
    * Set up Quick Books Enterprise accounting system to accommodate unique DAILY payroll for commission-based Loan Officers which facilitated growth of company due to quick-pay of commissions.* Set up new 401(k) Plan and Section 125 POP for company in compliance with ERISA, etc.* See David for more details.
  • Capitol Anesthesiology Association
    Controller
    Capitol Anesthesiology Association May 1991 - Apr 2000
    Austin, Tx
    * Managed financial side of medical business office of approximately 40 office staff, 50 MDs, 100 CRNAs.* Payroll and HR functions, A/P, A/R & Collections, etc.* Financial statement preparation and presentation to Board of Directors / MDs.* Developed financial internal controls, etc.
  • Capital Of Texas Properties, Inc.
    Chief Financial Officer
    Capital Of Texas Properties, Inc. Jan 1987 - Jun 1990
    Austin, Tx
    * Managed financial operations of commercial property management company.* Designed and implemented automated accounting system.* Prepared all financial statements, budgets, pro-forma statements, financial analysis, etc.

David Featherston, Cpa Skills

Payroll Cpa Accounting Tax Strategic Financial Planning Financial Reporting Financial Analysis Insurance Internal Controls Cash Flow Forecasting Tax Preparation Cash Flow Accounts Payable Microsoft Office Advanced Excel Programming Excel Gaap Financial Planning General Ledger Cash Management Quickbooks Budgeting Financial Control Us Tax Cost Accounting Financial Accounting Auditing Sales Tax Us Gaap Fixed Assets Accruals Internal Audit Financial Statements Job Costing Stock Compensation Variance Analysis Technical Accounting Research Corporate Tax Account Reconciliation Payroll Taxes Accounting Research Sales And Use Tax Income Tax Monthly Close Process Policy Government Strategic Planning Public Policy Energy Management Energy Policy Program Management Leadership Project Management

David Featherston, Cpa Education Details

Frequently Asked Questions about David Featherston, Cpa

What company does David Featherston, Cpa work for?

David Featherston, Cpa works for Shadowridge Asset Management

What is David Featherston, Cpa's role at the current company?

David Featherston, Cpa's current role is Controller of Whitley & Siddons.

What is David Featherston, Cpa's email address?

David Featherston, Cpa's email address is da****@****tin.com

What is David Featherston, Cpa's direct phone number?

David Featherston, Cpa's direct phone number is +151226*****

What schools did David Featherston, Cpa attend?

David Featherston, Cpa attended Texas A&m University.

What are some of David Featherston, Cpa's interests?

David Featherston, Cpa has interest in Children, Since 2005lyons Jr Foundation Golf, Since 2005 Lyons Jr Foundation Golf, Photography, Since 2010 Lyons Jr Lodge #290 Pha, Travel, Since 2010lyons Jr Lodge #290 Pha.

What skills is David Featherston, Cpa known for?

David Featherston, Cpa has skills like Payroll, Cpa, Accounting, Tax, Strategic Financial Planning, Financial Reporting, Financial Analysis, Insurance, Internal Controls, Cash Flow Forecasting, Tax Preparation, Cash Flow.

Who are David Featherston, Cpa's colleagues?

David Featherston, Cpa's colleagues are Will Hepburn, Christine Ely, Phil Lebkuecher, Bfa.

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