Wayne Holder, Cpa Email & Phone Number

Mesa, Arizona, Us

Scottsdale, Az, Us

I created and employed strategic plans to ensure business expansion and operations scaling. I identified and removed potential discrepancies by envisioning and employing change/crisis management. I managed all aspects of the Company's external audit function to ensure accuracy and consistency. I managed shipments of goods across international steamship lines by developing logistics reporting and delivering oversight measures. Key Achievements:Recognized revenue and attained compliance with GAAP by analyzing ASC 606 impact of customer contracts.Evaluated company financial performance and delivered immediate and long-term forecasting of cash requirements by developing and deploying a suite of financial forecasting tools.Guaranteed adequate liquidity and facilitated future company growth by securing $10.6M credit facility.Revamped and brought in-house all accounting and finance functions for this Consumer Goods Manufacturer.Achieved full business potential by negotiating and overseeing foreign manufacturing activities for company's first international vendor in China.

Scottsdale, Az, Us

I oversaw successful acquisition of a software company while performing due diligence and conducting integrated operations. I supervised KPIs in single reporting system by implementing NetSuite ERP system. I evaluated performance results by rebuilding finance function and employing budgeting, forecasting, and reporting tools, while delivering results to leadership team, BODs, and private equity investment group. I devised Investment Banking and Private Equity relationships for business development.Key Achievements:Secured $600K in unbilled revenue by developing internal audit procedures and deploying financial controls.Achieved $200K+ in annualized costs savings by conducting cost benefit analysis of outsourced payroll/benefits.Improved decision-making process by creating a 5-year rolling forecast model and leveraging key business drivers.Generated 25% equity investment stake by overseeing capital raise and corporate restructuring for (SaaS) company.Increased top line revenues by 116%, decreased churn, and optimized account penetration by delivering new customer acquisition thresholds and coordinating with Executive Management team.Negotiated bank financing to obtain capital of $3.6M for company expansion and optimization of product offerings.

Phoenix, Az, Us

I uncovered and mitigated potential errors by collaborating with Corporate Audit Committee for accurate quarterly and annual reporting. I built and provided internal control processes to ensure seamless financial procedures while resolving complex business/tax issues. I attained cost control and reduction by managing budget process with Senior Management and delivering final budget to CEO and Board of Directors. Key Achievements:Supported decision-making process by managing reporting/funding of $18.2M loan participation program.Ensured cost saving of 10% of overall annual budget for a new marketing initiative.Devised and deployed first ever annual budget ($50M+) to secure Regional or Corporate Headquarters to Arizona.Administered and maintained investment policy for corporate cash and investment portfolio in excess of $100M to ensure business development.

Us

I planned, introduced, and managed the development of all business plans and financial models with sensitivity analysis for presentation to private equity investors. I supported in formulating Private Placement Memorandums (PPM). I created effective multi-investor distribution waterfall model across multiple entities for allocation of investor profits. I managed selection of Microsoft Dynamics accounting software for vertical construction division.Key Achievements:Achieved 83% reduction in payroll processing costs by uncovering and employing new payroll system.Prepared and filed corporate tax filings for S-Corporations, Sole Proprietorships, and Limited Liability Companies.Ensured compliance with ERISA guidelines in design and creation of 401(k) retirement program.Led consolidation of financial reporting for 13 distinct reporting divisions eliminating all intercompany transactions.Guaranteed liquidity of capital by maintaining multi-million-dollar funding relationships with financial institutions.

Dallas, Tx, Us

I oversaw activities of Sarbanes-Oxley 404 certification of the internal control environment. I protected divisional assets by creating, monitoring, and implementing internal controls/procedures while guiding future land acquisitions/developments. Key Achievements:Ensured continuous process refinement while managing $110M performance and improvement bond portfolio.Optimized release of bond obligations for completed projects by designing/implementing operational efficiencies.Administered and maintained financial reporting of a $450M land acquisition and development asset base including option agreements, joint ventures, and joint development agreements.Directed successful implementation of division-wide SAP ERP system for "Fortune 250" publicly traded homebuilder.

Dallas, Tx, Us

Bachelor Of Science (B.S.), Finance

Ma - Accounting And Financial Management, Accounting

Mba - Finance, Finance