Eric C. Davis, Fcma, Cgma, Fmva®, Cmgr Fcmi Email & Phone Number

• We are an advisory services consulting company who caters primarily to family offices and startup, small and medium sized businesses.Our mission is to provide business and financial advisement and management consulting.
• Capital and organizational restructuring
• Audit and internal control recommendations
• Financial planning and analysis
• Mergers and acquisitions preparedness and consultation
• Business expansion, strategy and demand planning

US

US

San Antonio, Texas, US

• A private Medical Device Manufacturing company with headquarters in San Antonio, TX
• Responsible for Finance, Accounting, Tax, Treasury, HR, IT, Investor Relations and Payroll; pre-revenue manufacturing; disruptive technology; commercializing 1H20 in EU and 2H21 in US.

• A private Medical Device Manufacturing company with headquarters in San Antonio, TX that manages 3 subsidiaries and manufacturing in California and Germany and offices in the Netherlands, Austria, France, United.
• Played key role in negotiating structured deal with Fortune 300 business that led to $270M (18.5x Revenue) sale.
• Responsible for global Finance, Accounting, Tax, Treasury, HR, IT, Investor Relations, Payroll and Customer Service; recognize revenue in 58 different countries; manage 10 different payrolls and transact in 8 different.
• Built new tax department to address multinational tax planning and compliances needs, devised tax structure for efficiency, using transfer pricing and low tax jurisdictions to achieve approximate 15% tax rate on.
• Established wholly-owned, foreign subsidiaries to mitigate tax liabilities and implement foreign currency hedging strategy to maximize cash flow.

San Antonio, Texas, US

• Partnered with the CEO and Board of Directors to formulate the company’s new strategic direction and co-chaired the executive team that led the company through a critical restructuring process resulting in $6.3M EBIT.
• Secured $37.5M of capital in revolving credit lines and mezzanine capital to fund growth strategies/opportunities.
• Negotiated and structured financing agreements, resulting in basis point reductions, more favorable covenant restrictions and simplification of borrowing process.
• Eliminated the Zero Sum Game tactics being used between subsidiaries to report improved performance.
• Established and served on Governance, Process Review, Project Management Office (PMO), Change Management and Steering and Oversight Committees.
• Defined and personally created over 100 documents for the implementation of a company’s first Project Management Methodology (PMM), Quality Management System (QMS) and Corporate Governance Library.

Palm Beach Gardens, FL, US

• Recruited to define and execute process improvement initiatives to improve my client’s financial position. Accountable for decreasing material and labor costs through the implementation of various process improvement.
• Assessed current value stream, restructured layout and produced a 42% reduction in processing time and 15% in cycle time by applying continuous flow principles.
• Eliminated $1.7M in supply chain and improved customer satisfaction through leadership of three project Teams using optimization tool to refine the business model.
• Assumed management of client’s flagship product line and increased margins on average by 182.2% and productivity by 887.7% within three months of appointment.

US

• Recruited to advance the assessment scoring process and develop departmental metrics in support of scheduling and capacity planning. Managed staff of 11 ultimately responsible for the successful management of over.
• Reduced capacity planning cycle time 69% from 73 to 22 days while increasing ability to simultaneously deploy resources to each remote site.
• Streamlined procedures; eliminated redundant positions and implemented performance incentive plan for scoring agents.
• Established new cross-departmental program introduction metrics for benchmarking scoring process and creating consistent and effective methodology.

Tulsa, OK, US

• Selected to lead a team assigned to manage a highly complex, phased project for integrating SunGard, Pershing and BankServ products with existing networked systems. Leveraged extensive process/project management.
• Managed all phases of the project from requirements gathering through user acceptance testing and documentation development.
• Achieved the highest level of customer satisfaction from executive sponsor and users in the business lines.

• Recruited to operate as consultant to create a company from the ground-up allowing the parent company to penetrate into a niche market. Accountable for sales, marketing, product development, quality, finance.
• Sustained 56% gross margin during first 6 months by implementing continuous improvement principles.
• Recruited experienced sales staff, established quotas and incentive plans and closely monitored performance. Personally assisted in closing contracts with high margin/volume accounts.

Toronto, Ontario, CA

• Recruited to lead operational turnaround and improve performance to propel company to cash flow positive position. Promoted to senior process executive to drive organizational change. Accountable for product.
• Calculated utilization rate of headcount and reduced labor costs $2.4M or 23%.
• Successfully restructured and aligned organization with revised value stream. Improved PDLC turn-time by 58%.
• Saved 26% in material costs through streamlining and leveraging strategic partnerships within the supply chain.

Pune, Maharashtra, IN

• Selected to build infrastructure and develop strategies to provide cost reductions and improved processes/productivity. Accountable for operations, production, IT, HR, sales and customer service.
• Evaluated feasibility of outsourcing production to Nepal and Mexico and realized $5M in cost savings.
• Assisted increasing division revenues 57% from gross annual sales of $7M to $11M in 6 months. Secured Grade A Office space and relocated division in support of phenomenal growth.

• Appointed to set controls and document engineering processes for new product development and production. Accountable for documenting and scheduling engineering PDLC and selected to lead Team tasked to improve.
• Established new cross-departmental product introduction metrics for benchmarking development process.
• Analyzed complete production and order fulfillment cycles and produced 47% cycle time and 90% scrap reductions by applying Lean principles.
• Prepared Manufacturing Readiness Plan for product launch including capacity plan and targeted performance metrics.

Tulsa, OK, US

• Led team focusing primarily on inventory management and control processes and secondarily on material cost reduction.
• Championed effort to improve quality and standardization. Successfully received ISO 9001 certification.
• Performed Root Cause Analysis and improved order fulfillment 31% over previous periods.
• Traveled internationally to negotiate and maintain business relationships with vendors in Asia, Canada and South America.

Master Of Business Administration (M.B.A.)

Bsba, Management

Engineering