Michael Mcgee Email & Phone Number

Texas, United States

San Francisco, California, Us

Burkland 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

Shulomon, 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

M/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

Dallas, Texas, Us

Associa 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.

Dallas, Texas, Us

Grounded 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

Lucerne, Ch

Education 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

Corpus 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)

Dallas, 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.

Master Of Business Administration

Bachelor Of Business Administration, International Business