Kyle C. Email & Phone Number

Auburn, Washington

Recruited to serve as the financial officer and bring strategic financial insights to the organization. Responsibilities include: Strategic Planning, Finance, Information Technology and Human Resources. Provide short and long term financial strategies, champion refined financial planning processes, strengthened internal cost-effective measures and revised organizational structure to meet the financial demands of organization.● Educated and coached non-financial leaders and staff in an organizational shift to increase alignment with both financial and operational objectives.● Implemented 3 year turnaround within the finance department shrinking average payable days outstanding from 90-120 days to current and increasing cash in bank from $40K to just under $1MM.● Eliminated $250K of Selling, General and Administrative (SG&A) costs through further organizational restructuring and cost reductions while increasing net income $200K.● Initiated new Capex program that allowed the organization to purchase new equipment that would not have be possible otherwise, increased net income of 200K annually● Prepared year-end financial reporting for board review and worked with the board on any ad-hoc projects needed to benefit the Church.

Dallas/Fort Worth Area

Promoted to position within six months, responsible for a region of 18 brokers overseeing all aspects from client engagement, creating market of potential buyers and the closing of transactions with clients ranging from $2M -$50M in enterprise value.● Facilitated as Central Region Vice President 40+ successful buyer/seller transactions realizing total firm revenue of over $6.5M.● Strategically conducted research on each client’s company and industry to ensure a relevant list of buyers were identified and approached during each client’s marketing process.● Provided counsel when needed, for the deal affiliates in the region resolving questions on Letters of Intent (LOI), due diligence, buyer visits, purchase docs, and lenders.

Dallas/Fort Worth Area

Recruited by the firm to provide financial statement analysis, financial modeling, conduct market research and complete client evaluations and offering memorandums. Effectively communicated with business owners and executives about the evaluation process and helped them better understand and realize their growth potential.● Performed financial analysis, including but not limited to review of financial statements, interviewing key stakeholders from each business in order to increase understanding of their business needs, developed prospective revenue and budget models in order to create effective marketing documents.● Effectively communicated with top-level executives about their business' enterprise value and how they could best position their organization for maximum value moving forward.

M.B.A.

Bachelor'S Degree