Paul Whitley Email & Phone Number

Plano, Tx, Us

Accounting Project Executive - Financial Consultant - Fractional CFOIndustries: Consumer services / products ~ Construction ~ Real Estate ~ Financial services - Consumer and Commercial Lending ~ Manufacturing and Logistics ~ Distribution ~ Factoring ~ Retail ~ Solar► Raised $310 million+ in public debt and equity offerings, private equity, bank debt, capital leases, term notes, asset backed revolvers, letters of credit, etc.► Sourced, underwrote acquisition for client and secured financing for $25 million M&A transaction.► Created Business Requirement Documentation, RFP and implementation of ERP, CRM and POS system resulting in 38% increase in sales, 22% slash/reduction in support payrolls in first year. Developed 50+ separate profit improvement initiatives for a home services company immediately increasing EBITDA from $700 thousand to $4.8 million. Oversaw the accounting, finance and operation departments’ implementations.► Renegotiated contracts for company services and insurance reducing $200 thousand per year in expenses.► Created startup captive finance company for Services Company, securing $6.75 million credit line growing to $20 million, wrote consumer score card resulting in 0.67% delinquency and 0.11% write-off after 5 years.► $1 million turnaround in profitability, increased productivity and reduced costs for consumer direct loan company. ► Startup Company - building foundation infrastructure, writing business plans, supporting efforts to raise initial and follow-on capital, developing and delivering investor presentations, etc.► Strategic planning proforma, budgeting, forecasting, customer profitability and pricing models, Dashboard reports, KPI metrics, accountability scorecards, financial systems and process reengineering.► $30 million loan facility secured for a Public Company, preparing budgets, financials, presentations and PPM’s for equity funding.#contractcfo #interimcfo #CFO #fundraising #fractionalcfo #csuitesupport

Our MissionOur mission is to help leaders of growing, thriving businesses grow exponentially by leveraging the insights and expertise of experienced fractional c-suite executives.Our VisionOur vision is to equip fractional CXO, B2B strategists and CEO leaders of growing, thriving companies to drive exponential growth. Our role involves everything from creating clear and precise messages to designing marketing strategies that increase sales and profits, to setting up dependable sales funnel via trusted referral networks, developing financial stability, understanding capital needs, and forging strategic alliances. We are committed to your success as a fractional executive. Through our real-time and online networking events and informative workshops, you will acquire additional wisdom and perspectives from industry leaders.Our PurposeOur purpose is to accelerate the success of business leaders by leveraging the insight and expertise of fractional B2B advisors and fractional c-suite executives. And, to support fractional c-suite executives in continuing to learn, grow and serve a broader base of business leaders to grow and scale their businesses.As a fractional C-Suite leader:Gain knowledge from esteemed industry veterans and uncover effective business approaches as a fractional CXO and B2B leader.Understand how to assist the businesses you’re involved with to access capital to expand operations, amplify their marketing initiatives, and finance orders without conceding equity! As a CEO of a growing, thriving company:Enhance your company’s financial well-being through strategic budgeting and tax planning, which allows for increased profits and capital for reinvestment, among other benefits. Acquire state-of-the-art techniques to optimize operations and boost productivity as you refine your business plans. Access privileged resources in marketing, operations, human capital, financial capital, investment alternatives, and beyond.

The Hero Club is an invitation-only membership organization for CEOs, founders, and investors. Our members lead by putting humanity at the forefront in their business, where the metrics of success are measured beyond profit. We believe in the values of leading with integrity, transparency, serving our communities and sharing in our success. Along with operational excellence, this enables our members to grow faster, smarter, and more sustainably – what we call, The Hero Factor. Together, we empower great leaders with the right resources, relationships, education, and experiences in order to drive change and take our member companies to the next level.

Boston, Massachusetts, Us

The Exit Planning Exchange – XPX Dallas Chapter is a local nonprofit association of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

New York, Us

The C-Suite Network is the world's most trusted network of C-Suite leaders, with a focus on providing growth, development and networking opportunities for business executives in the C-Suite.

Fractionals United is the leading global community for Fractional Leaders. It’s the go-to place for Fractionals to grow their expertise and business, network with other like-minded executives, and access valuable resources and support. Companies can also take advantage of the community if you’re in need of Fractional Leaders to help grow your business.

Protexol is a software company which provides Business Process Management,Management Systems Compliance, and Certification Services. Its systems do Risk Management Consultation, Problem Solving, and Root Cause Analysis usingTechnology Solutions including:• EYRIS - Unified Digital Communications & Messaging• GAIA - Integrated Business Platform• GAIA - Project Management• Risk Management Expert Systems• Root Cause Expert Systems

Galway, Ie

Alliance Strategies is the umbrella entity that serves strategically and tactically the Alliance Abroad global footprint as well as the – GeoVisions – Sociedad Mexicana de Gastronomía – YoWork – and –The Work Nomads– subsidiary brands.For over 30 years, we have been a leading facilitator of global cultural exchange programs. From our five offices strategically located in Australia, Mexico, Spain, South Africa, and the United States, and our extensive network of recruiting partners worldwide, we have successfully facilitated meaningful cultural exchange experiences and career development opportunities to hundreds of thousands of international participants from over 55 countries.Our extensive portfolio of programs provides young people the opportunity to experience a destination and gain in-depth and authentic exposure to its culture, people, and professional environments.

$1.5B Hedge Fund - Recruited by the EVP of the develop and build lending products and marketing programs to penetrate factoring, purchase order, inventory, Rediscount and Real Estate companies. Lack of liquidity of the fund forced the fund into liquidation at the end of 2008. ► Launched marketing program resulting in $485 million in credit lines with 23% ROI.► Led 15 successful M&A transactions totaling $250 million value,► Managed $500+ million portfolio of loan facilities.► Managed real estate construction projections for $200 million in engineering control and funding.

Beverly Hills, Ca, Us

$7B Commercial Lender - factoring, leasing, commercial and consumer receivable financing. The company subsequently migrated into a REIT eliminating new funding.► Recruited by CEO to design a new Division for leadership in positioning, regulatory controls for Credit, Audit and Risk Mitigation in producing $1.3B portfolio.► Prepared the financial analysis, risk analysis, due diligence and training for the underwriters, credit analysis, audit and portfolio management in the policies, business processes, and nuances of the niche markets.

Jaipur, Rajasthan, In

$17B Commercial lending company providing financial products for factoring, leasing, commercial and consumer receivable financing. FINOVA Capital, went into liquidation in April 2001. AVP - Business Development Manager► Chairman Club’s producer with $395 million in credit lines.► Developed database of 38,000 companies sourcing new business portfolio.► Accomplished lead generation and time management skills to facilitate more than 400 inbound contacts monthly.

$181M Furniture Retail Operations / Manufacturer / Logistics – Liquidated – Staffing of 1,200+ employees ► Turned around $6 million company into multi-unit / multi-state retailer/manufacturing company, growing revenues to $181 million and reducing costs leading to the first profit in 3 years growing to 71 locations and 1,200 employees through progressive responsibilities of CFO/COO/CMO/GM.► Management of retail sales, merchandising, manufacturing, advertising, distribution centers, financial statement presentation, operations and sales support management, customer analysis, market research, real estate construction, human resource and health plans, data processing and general administration projects.

Bachelor Of Business Administration (Bba), Accounting And Finance

Mba - Pending Capstone For Completion, E-Commerce - Internet Technology