David Goldstein, Cpa Email and Phone Number
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My name is David Goldstein. I am a strategic Chief Financial Officer and CPA with more than 25 years’ experience in a wide variety of industries, and have earned both my MBA and Bachelor degrees from The Wharton School of the University of Pennsylvania.I specialize in privately held and entrepreneurial companies and have a successful track record in financial leadership, strategic plan development and execution, business growth, project management and business process improvement. I help companies resolve complex business challenges resulting in profitable and goal-aligned solutions.My broad-based experience and accomplishments include:► Evaluated and reviewed more than $12 billion in loan purchases and originations including $275 million loan for acquisitions with 6 million leasable square feet of office space; $600 million debtor-in-possession financing; $800 million for construction loans and mortgage loans funding acquisitions of world-class resorts on the Las Vegas strip.► Led development and implementation of first-time strategic plan for $750 million revenue / 2,700 employee company in the construction and building material industry, resulting in the creation of a new business model and the transition to a 100% builder client focus. Developed process to develop company goals and objectives, SWOT analyses, and strategic and financial plan. Are you a progressive, forward-thinking leader that understands the real value of Strategic Financial Leadership, who will benefit in having a proven, principle-based CFO to help you achieve your goals? My goal is to help you achieve yours.DavidPhone: 214-223-5589 Email: davidgtexas@gmail.comStrategy | Financial Analysis | Leadership | Start-ups | Business Planning | Entrepreneurship | Financial Modeling | Executive Management | Private Company | Strategic Planning | Business Process Design | Leadership Development
Westmount Realty Capital, Llc
View- Website:
- westmountrc.com
- Employees:
- 80
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Senior ConsultantWestmount Realty Capital, Llc Jan 2017 - PresentDallas/Fort Worth Area✪ Company Summary: Westmount Realty Capital, LLC is a US-based, privately held commercial real estate development and investment company with a proven 25-year track record across several market cycles. The company’s niche is specializing in value-added and opportunistic real estate acquisitions, with specific emphasis on industrial, office and multifamily. ✪ Employment Summary: At Westmount Realty Capital, in his role as Senior Consultant, David works with individuals across the organization and with business partners on numerous cross-functional projects. David leads and partners with teams in researching, analyzing and recommending solutions to enhance Westmount's growth, to improve business processes and to optimize results to achieve Westmount's strategic, operational and financial goals. David has a specific focus on accounting, finance and information technology, drawing on his extensive experience and knowledge in these areas.
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Audit Committee Chair And Board Of Directors MemberBeal Bank Mar 1988 - PresentPlano, TxFounding and continuing director for Beal Bank and Beal Bank USA. The Beal Bank family of companies represent one of the largest Texas owned and managed financial institutions. The Banks consistently have high levels of capitalization, including Tier-One Risk Based Capital Ratios several times the national average of similarly sized institutions.► Audit Committee Chair with significant interaction with external auditors and federal and state regulators.► Over 10 years experience on Executive Loan Committee analyzing and evaluating major loan originations and capital market purchases of securities. -
Business Plan AdvisorCaruth Instutute, Smu Cox School Of Business Feb 2013 - May 2018Dallas, Tx► Advise students in developing robust, financially sound and strategically viable plans for entrepreneurial ventures. -
Strategic Financial AdvisorTarget Evolution Entrepreneurship Institute Jul 2014 - Aug 2016Dallas, Tx► Developed financial model and coordinated Private Placement Memorandum (PPM) for initial venture capital funding.
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Chief Financial OfficerKings Ranch Properties / Graves Property Management 2014 - 2016Fort Worth, TxCFO for entrepreneur-owned Real Estate Investment Advisory and Property Management Firm (start-up)► Improved occupancy of 184-unit Class C apartment from 55% to 90% and raised effective average rental by $28 per unit, while increasing market value 50% in one year.► Developed comprehensive projection model and conducted financial due diligence for other multi-family properties under purchase contract.
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Chief Financial OfficerCaden Land Services Mar 2011 - Nov 2012Dallas, TxCFO for Oil and Gas Landman and Mineral Rights Leasing Company (start-up)► Built and managed systems and staff, growing company from 0 to 58 landmen in 5 weeks.► Developed in-depth financial models for purchase and financing options, leading to the leasing of 50,000 acres in 4 states, and joint interest drilling of 3 wells.
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Chief Financial OfficerSjl Design Group (Formerly Sawyer Design Associates) Feb 2008 - Apr 2010Dallas, TxCFO for 50-person, family-owned Interior Architecture and Design Firm► Developed comprehensive cash flow and profit projection system. Reduced average line of credit balance by 20%.► Developed new time reporting and analysis system, enabling leadership to access and utilize timely and accurate information for the key driver and determinant of profitability of projects and teams.
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National DirectorAssociation For Strategic Planning Jan 2006 - Jun 2008Member of the National Board of Directors in leading Strategic Planning professional organization in the US.► Led National Systems Committee, which resulted in the implementation of a Membership Database and Event Registration System, which are the core systems utilized by the Association. Director of Operations for 2008 Association for Strategic Planning Conference.► Awarded "2008 Member of the Year" for the Association for Strategic Planning.►Treasurer for Dallas/Fort Worth Chapter from 2005 to 2010. -
Senior ConsultantAccenture - George Group Aug 2007 - Jan 2008Dallas, TxSenior Consulant in Strategy to Execution Practice of George Group business unit in Accenture. -
Director Of Strategy And It DirectorFoxworth-Galbraith May 2000 - May 2007Dallas, Tx► Led development of first-time strategic plan for $750 million / 2,700 employee company, resulting in new business model and transition to 100% builder client focus. Developed process to develop company goals and objectives, SWOT analysis, business plan, and financial impact. ► Designed, developed and implemented company intranet with a focus on process improvement. Implemented more than 15 business processes that improved speed, quality, accuracy and accountability. Key processes included vendor credits, inventory sku changes, and fixed asset transfers/replacements. -
Owner/OperatorTimbercreek Consulting Mar 1993 - May 2000Dallas, TxOwner/Operator of IT consulting firm focused on business process improvement, including web-based application development.► Developed business process applications under long-term contracts for Frito-Lay, Texas Instruments, ARCO, Sprint and Computer Sciences Corporation (CSC). ► Applications were used by large-scale teams throughout world-wide operations.
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It ConsultantPwc (Formerly Coopers & Lybrand) Jul 1990 - Mar 1993Dallas, TxIT Consultant, Management Consulting Services Practice. ► Developed requirements and design specifications as part of an international team for an on-line audit management and electronic workpaper system. -
ControllerSinger Management Company Feb 1983 - May 1990Lewisville, TxCorporate Controller for rapidly growing entrepreneurial retail service company with 160 locations in 35 states.► Reduced monthly closing cycle by 70%.► Developed comprehensive financial projection model, resulting inincreaed lines of credit.► Improved efficiency throughout accounting function, enabling same staff to handle 40% increase in business volume.
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Cpa / AuditorErnst & Young (Formerly Arthur Young & Company) Jan 1981 - Feb 1983Dallas, TxCPA and Staff Auditor for audits of clients including Texas Instruments and Mobil Oil.
David Goldstein, Cpa Skills
David Goldstein, Cpa Education Details
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Corporate Finance -
Accounting
Frequently Asked Questions about David Goldstein, Cpa
What company does David Goldstein, Cpa work for?
David Goldstein, Cpa works for Westmount Realty Capital, Llc
What is David Goldstein, Cpa's role at the current company?
David Goldstein, Cpa's current role is CFO | Strategic Planning | Financial Analysis & Modeling | Entrepreneurship | Start-ups | Process Design… Let’s connect!.
What is David Goldstein, Cpa's email address?
David Goldstein, Cpa's email address is dg****@****usc.edu
What is David Goldstein, Cpa's direct phone number?
David Goldstein, Cpa's direct phone number is +121494*****
What schools did David Goldstein, Cpa attend?
David Goldstein, Cpa attended The Wharton School, The Wharton School.
What skills is David Goldstein, Cpa known for?
David Goldstein, Cpa has skills like Strategy, Executive Management, Strategic Planning, Financial Analysis, Leadership, Start Ups, Business Planning, Financial Modeling, Due Diligence, Managerial Finance, Financial Reporting, Business Development.
Who are David Goldstein, Cpa's colleagues?
David Goldstein, Cpa's colleagues are Bryce Schaner, Chris Zannis, John Baumann, Chris Burgy, Alice Kettle, Lucy Cheung, Grant Gilbreath.
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