Michael Mcgee Email and Phone Number
A financial leader that enjoys building companies financial modules, teams, and sets any company on the right track financially and metric wise. Michael has advanced experience in the private equity field, and have brought a firm from seed to sell. Michael has experience leading up healthcare, property management, construction, HOA management, and hotel management companies. Michael sits on several boards, including a couple nonprofits BOD’s, global brokerage firm, and a marble land investment private equity company BOD.
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Chief Financial OfficerShulomon, Inc.Texas, United States -
Contract Consultant - Cfo TeamBurkland Mar 2022 - PresentSan Francisco, California, UsBurkland gives startups a solid foundation to grow with confidence. We provide the expertise that makes economic sense for all growth stages - ranging from Pre-Seed to Series C. Our on-demand CFOs, accountants, HR, and tax experts give strategic guidance to ease a company’s growing pains and provide financial and operational insight to scale. Burkland serves over 500 startups across the United States. Learn more at - https://burklandassociates.com -
Chief Financial OfficerShulomon, Inc. May 2017 - PresentShulomon, Inc. is a private equity firm that consists of medical, medical body spa, real estate, property management, consulting, non-profit, and construction companies. • Created, audited, and enhanced all companies’ financial models (3 Statement Module, Discounted Cash Flow, Merger Module, Consolidation Budget, and Forecast modules and metrics (gross profit margin, working capital, cash flow, ARR, ROI) • Brought companies from low performance in all metrics to the top ten percent in all categories across all companies -
Member Board Of DirectorsB/M Global Brokerage Consulting Firm Jan 2020 - PresentM/B Global Brokerage Firm BOD, is a company that is connecting companies’ countries together guaranteeing the product and payment. If your company is looking for 100,000+ plus tons of a particular product, they will deliver and make the process easy and all are protected in the deal. • Leads up the Board of Director in financial planning, module creation, and metric (GOGS, Average Commission, Average Unit Contribution Margin, Manufacturing Cost as a Percentage of Revenue, EBITDA, AR Collection rate, are all set to positive paths enhancing the overall position of the business• Founding Board of Director, created company with team from ground up. Sales Creation and Implementation, Branding and Marketing creation and Enhancements, Shipping Contracts and Relations building, FOB/CIF Term Creations, International BOD process and controls
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Executive ConsultantAssocia Mar 2014 - Apr 2017Dallas, Texas, UsAssocia at the time was global leaders in property management, specifically HOA properties. The company ran management contracts on all types of homes – (Single Family / Muti Family / Mixed Use / Luxury High Rise and Condos / Active Adult / Golf Clubs / Municipal Utility District / Condos / Lofts / Townhomes / Investment Properties). At the time of Michael’s employment, the company decided to undertake a huge change transition. The company moved all its independent accounting and processing locations to a shared service center in Texas. Michael was quickly ushered to leadership and had the opportunity to create, hire, and train all the accounting departments accountants, AP, AR, and all employees companywide on companies’ financial models and overall shared service center creation of their process and procedures company wide. The firm was also attaching and expanding into services such as maintenance services, emergency services restoration, insurance solutions, real estate services, data storage and rental of their software. Professional Overview Below: • Spearheaded the accounting division through hiring, training, and leading a team of 100+ senior level accountants and financial staff. Metrics DEMAIC – Setup of each accounting portfolio, compliance of all financials implemented and successfully onboarded companywide books into the 10's of thousands, all employee metrics created, all accounting base level models created, maintained, and enhanced to optimization)• Developed company’s first executive and upper-level management training standards/modules as well as metrics for performance evaluation. -
Accounting ManagerAssocia Jan 2013 - Mar 2014Dallas, Texas, Us -
DirectorGrounded Enterprises Oct 2012 - Jan 2013Grounded Coffee Enterprises was a time where Michael just came back from consulting overseas, and wanted to refine all his investment modules and buy a company with the sole purpose of flipping the business once the stressed business was exceeding in all models and metrics. Professional Overview Below: • Improved gaps in the company’s business structure including employee termination for embezzlement and creating additional streams of revenue (i.e., providing sandwiches, smoothies, and shakes); this resulted in a 56% increase in revenue and yielding the first profitable year since 2006• Served as lead investor to purchase a neglected network of coffee shops with the intention of enhancing profitability and resell within six months
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Consulting Lead ManagerEf English First Sep 2011 - Oct 2012Lucerne, ChEducation First at the time of Michael’s employment was the global leader in consulting. At the time of Michael’s employment, the company wanted to branch into business consulting in Beijing, China and utilized Michael’s consulting experience to the company’s advantage. Professional Overview Below: •Created a needs assessment with executives of aforementioned companies to optimize contractual objectives including increasing revenue all financial modules we taught and enhanced, metrics used often Working Capital, Operating Cash Flow, Current Ration, Payroll Ratios ROI, Quick Ratio, Debt to Equity, AR turnover, AP Turnover Rate, Inventory Turnover, Net Profit Margin, Gross Profit Margin, Budgets) •Reduced a major technology client’s overhead cost by $2.2M annually through decreasing overhead waste and increasing productivity and performance -
Consulting ManagerCorpus Care Aug 2009 - Aug 2011Corpus Care, Inc. was the seed company that Michael had the pleasure of leading to full maturity of the company in all stages. This company later grew into the current position Michael is leading up now, CFO and Controller of. The company Shulomon, Inc. is a private equity firm that consists of medical, medical body spa, real estate, property management, consulting, and construction companies. Professional Overview Below: •Created, Enhanced, all Financial Modules for the company, metrics used (Working Capital, Operating Cash Flow, Current Ration, Payroll Ratios ROI, Quick Ratio, Debt to Equity, AR turnover, AP Turnover Rate, Inventory Turnover, Net Profit Margin, Gross Profit Margin, Budgets, Forecasting metrics)
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Investment / Personal Wealth BankerBank Of Texas May 2008 - Aug 2009Dallas, Tx, Us•Michael Initiated a significant increase in portfolio value from $32 to $46 million, representing a remarkable percentage increase of approximately 43.75%. Through meticulous financial analysis and strategic decision-making, while mitigating risks.•At Bank of Texas, Michael spearheaded the management and growth of a diverse portfolio valued at $46 million. Through meticulous financial analysis and strategic decision-making, and optimized investment performance while mitigating risks.•Conducted comprehensive financial assessments for clients to understand their investment goals, risk tolerance, and financial needs.•Employing advanced financial analysis techniques, Michael crafted bespoke investment portfolios designed to align with each client's financial goals and risk appetite.•A key aspect of Michael's role involved identifying tax-efficient investment opportunities, and ensuring that clients benefited from optimal wealth preservation and growth strategies.•Recommended suitable investment products and financial services, such as stocks, bonds, mutual funds, retirement accounts, and insurance policies.•Continuously monitored and analyzed market trends, economic indicators, and investment performance to make informed recommendations and adjustments to client portfolios.•Provided ongoing financial guidance and education to clients, helping them navigate complex financial decisions and achieve their long-term financial objectives.•Collaborated with other financial professionals, such as tax advisors, estate planners, and attorneys, to offer comprehensive wealth management solutions.•Upheld the highest standards of integrity, ethics, and professionalism in all aspects of client service and financial management.•Beyond individual client management, I navigated the complexities of serving a diverse clientele comprising both non-profit and for-profit organizations, ensuring compliance and fostering collaborative relationships.
Michael Mcgee Education Details
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Texas A&M University-Corpus ChristiMaster Of Business Administration -
Midwestern State UniversityInternational Business
Frequently Asked Questions about Michael Mcgee
What company does Michael Mcgee work for?
Michael Mcgee works for Shulomon, Inc.
What is Michael Mcgee's role at the current company?
Michael Mcgee's current role is Chief Financial Officer.
What schools did Michael Mcgee attend?
Michael Mcgee attended Texas A&m University-Corpus Christi, Midwestern State University.
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