Wes Dowdle, Cpa Email and Phone Number

CFO Toolbox provides financial guidance, cash management, bank relationships, acquisition support, and back office leadership to professional service firms and other growing businesses. We have found that most small businesses perform well on the playing field of their industry by rolling out their competitive advantage. However the numerous business demands of running a successful business heavily weighs down firm leaders. We help lift that weight by providing expertise in back office operations, cash management and strategic planning so that you can focus on what matters most: growing your business wisely.

Actively manage a real estate development portfolio with a focus in Residential and Multi-Family investments in North Texas.

Top 100 ENR Construction Management firm. Led efforts in firm operations including Finance, HR, IT, Accounting, Contracts and Risk Management. Responsible for debt restructuring (via SBA), mergers and acquisitions, financial forecasting, and cash management. Helped firm decrease back office operating costs by 54%, while increasing firm profitability and management effectiveness. Performed due diligence for potential acquisitions and led acquisition process/discussions. Served with executive management team and CEO to ensure strategic plan and financial goal achievement. Redesigned firm’s financial strategy resulting in increased cash flow and improved transaction profitability. stablished risk management policies, finance guidelines, and human resources management guide.

Managed a $1.7 billion customer financing portfolio in North and South America. Negotiated terms and conditions of credit agreements and facility forbearance. Maintained customer service relationships with finance customers, legal counsel, insurance underwriters, banks and other lenders. Provided guidance on GAAP and FASB standards. Supported customer areas of asset liquidation and obtaining additional collateralization.

Led accounting and escrow operations of five companies and 21 branch locations including preparing financial statements, budgeting, forecasting, taxation, and escrow accounting. Managed treasury operations including investments, cash flow projections, sweep accounts and wire transfers ($27M average daily balance).

• Supervised national audit engagements including planning, testing controls, analyzing financial statements, training staff and preparing/reviewing audit reports.• Provided consulting to national operations on escrow operations and Financial procedures. • Performed due diligence audits for prospective company expansions and agency acquisitions.• Led implementation of innovative audit approaches, resulting in a 55% decrease in expenses.• Participated in fraud investigations.

• Managed construction cost accounting, accounts payable, revenue, and payroll.• Monitored progress and completion of government contracts. • Created budgets, forecasts, and cost analysis for construction projects. • Prepared monthly financial reports and job cost summaries.