David Herron Email & Phone Number

San Francisco, California, US

San Francisco, California, US

- Tax consulting and compliance for small to medium sized businesses and their owners, as well as high net worth individuals. Focus on pass through entities, real estate and professional services firms.- Completion of Emerging Leaders Academy, nationwide 3 year program to develop leaders in public accounting.

Metairie, LA, US

- Tax consulting and compliance for small to mid-size businesses and the owners of those businesses.- Lead member of team tasked with expanding and improving firm's social media presence.

- Tax consulting and compliance for small to mid-size businesses and the owners of those businesses with a particular focus on flow-through entities and real estate.- Integral member of team creating and implementing process for electronic delivery of tax returns.

San Francisco, California, US

- Tax compliance and consulting for small to mid-size businesses and the owners of those businesses with a particular focus on partnerships, LLCs and real estate.- Integral member of specialized team tasked with creating and implementing paperless transition strategy.- Recognized as Excel subject matter expert for designing and systematizing complex.

New York, NY, US

• Served as staffing performance tracking analyst for staffing and selling department, tracking sales volume per hour as well as selling costs and other metrics by location and line of business to maximize staffing.
• Performed sales trend analysis by line of business by location to identify opportunities to strategic growth opportunities within key markets
• Liaison for regional and store managers for sales and payroll related issues, providing recurring and ad hoc analysis to aid in staffing and sales strategies from the regional level to the store level

London, GB

• Participated in due diligence engagements related to acquisitions by private equity firms and strategic buyers
• Analyzed financial and operational results of targets through reviewing accounting records and conducting interviews with management
• Prepared and evaluated pro forma financial information
• Identified issues for purchase price adjustments, deal structuring and / or deal termination

Winnipeg, Manitoba, CA

• Performed analysis of company’s financial and market position within the context of management’s evaluation of strategic alternatives
• Managed various projects to improve the efficiency and effectiveness of accounting and financial reporting and analysis

• Represented several private companies in the sale of all or part of the equity or assets of a given company
• Participated in negotiation of terms of purchase agreements, including price, structure and indemnification
• Worked closely with founders, CEOs, CFOs and other key positions within client organizations to create offering memoranda and perform and undergo due diligence
• Performed financial planning and analysis function for many clients, as companies were often growing rapidly and lacked the professional expertise to create and maintain budgets and perform variance analysis
• Successfully represented selling shareholders / companies in 14 deals

• Performed strategic tax consulting in the areas of M&A, compensation planning, divestitures and financing alternatives for private and public entities in the Gulf South
• Supervised the preparation of tax returns and consulting and research projects by approximately 15 staff and senior tax associates

New York City, New York, US

• Reviewed and created financial and valuation models and presentations for M&A, debt, equity and various strategic alternatives for private and public energy concerns
• Analyzed various restructuring and financing alternatives for exploration & production and oil service companies during period of depressed commodity prices

Mba, Finance & General Management

Bs, Accounting