Principal
CurrentA Principal in Prism Financial Partners, LLC which provides consulting, advisory and outsourced accounting services to high growth companies with revenues ranging $5M to $50M annually. Services provided by Prism include:CFO and Controller Advisory ServicesConsulting services for bank financing, debt placements, lines of credit, refinancing existing debt, buy-sell transactions, cash management, and budgeting/forecasting. Outsourced Accounting Solutions utilizing… Show more A Principal in Prism Financial Partners, LLC which provides consulting, advisory and outsourced accounting services to high growth companies with revenues ranging $5M to $50M annually. Services provided by Prism include:CFO and Controller Advisory ServicesConsulting services for bank financing, debt placements, lines of credit, refinancing existing debt, buy-sell transactions, cash management, and budgeting/forecasting. Outsourced Accounting Solutions utilizing cloud based accounting software to optimize the back office of companies looking to scale their businesses for growth and receive superior reports and dashboards to manage the operations efficiently.Experience working across diverse industries such as software, professional services, organizations, wholesale distributors, oil and gas, healthcare, etc. Prism Summary of Accomplishments:Partnered with leading OEM manufacturer of pre-engineered steel buildings. Transitioned current CFO within 2 weeks and currently provide outsourced CFO and Controller Advisory Services.Successfully partnered with Software Application Company to complete a 3 year financial conversion and prepare supporting reports to be utilized in Quality of Earnings Analysis by public accounting firm and prospective buyers in preparation of sale/capital raise. Company had approximately $15M in annual revenues. Very successful national oil and gas company needed assistance evaluating current accounting staff and practices. Evaluation identified multiple areas of opportunities, such as, complete financial accounting data scrub. Develop new financial reports that were meaningful to management and owners,restructure and train staff. Created buy- sell agreements for ownership to provide succession planning. Restructured working capital line of credit eliminating personal owner guarantees. Prism Managing Partner provides CFO advisory services to assist in developing long term financial strategies Show less
