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FINANCIAL MANAGEMENT EXECUTIVE - CFO / VP FINANCE I have over 24 years of success in Financial Management Executive roles and a track record of driving start-up and expansion initiatives, financial strategy, and bottom-line improvements at early stage and high-growth companies.My background includes notable success enhancing financial and organizational performance, increasing cash flow and capital, improving FP&A reporting and forecasting accuracy, and elevating C-level strategic decision-making with quality data and transparency in core performance areas. I am particularly strong in financial consolidations for multiple business units globally and translating international subsidiary financials from IFRS to US GAAP for SEC reporting.I am equally capable of directing due diligence for investor relations and capital raises, and well-versed in IPO and bond issuance activity. As Corporate Financial Planner at ECOtality, I led due diligence on a $10M PIPE investment.
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CfoPhoenix Loans Apr 2015 - PresentPhoenix, Az, Us -
ControllerPhoenix Loans Jun 2011 - Mar 2015Phoenix, Az, UsRecruited by co-owner of early stage, start-up investor finance company to oversee all Finance and Accounting activities, including financial planning reports and budgets to support rapid business growth. Established and refined Finance systems and capabilities, ensuring sound business decisions, maintaining compliance with all financial standards and banking laws. Present and report financials to owners, state licensors, auditors, local/national agencies, and investors. Interact with all investors of the Fund. -
Corporate Financial PlannerEcotality, Inc. Feb 2010 - Jun 2011Recruited to spearhead all FP&A activities with full autonomy over budgeting, forecasting, reporting, and analysis. Reported directly to CFO who oversaw Finance and Accounting. Steered finance strategy through capital raises, expansion, and growth from 50 to 200 employees and $10M in annual revenue. Liaised with foreign subsidiaries; consolidated budgeting and forecasting (Australia, Mexico, and US). Led all due diligence for investor relations and capital raises. Extensive C-suite exposure/partnering.
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AnalystMidfirst Bank Aug 2006 - Feb 2010UsMitigated risk/loss through sound underwriting analysis at this third largest, private commercial US bank. Presented reports on a variety of potential commercial customers to Senior Credit/Loan Committee. -
Credit AnalystUnion Bank Of Arizona Apr 2004 - Jul 2006Hired as the first analyst following corporate reorganization, handling loan officer and credit analyst functions for residential and commercial constructing lending. Underwrote loans for Board approval. Managed all construction draws. Developed and cultivated customer relationships for loan growth. Supervised and trained 3 analysts/processors. Reported directly to President.
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Senior Associate Loan OfficerProvidence Mortgage Company Aug 2001 - May 2003Performed loan underwriting activities in financial sales position for this private, large-volume lender poised for rapid growth. Promoted to Senior Associate the first year based on exceptionally high sales volume.
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Contract Specialist InternNasa - National Aeronautics And Space Administration May 1999 - Dec 1999Washington, Dc, UsSelected to competitive NASA internship in the Contract Specialist Training Program while completing bachelor's degree. Conducted procurement, construction contracting, and special projects contracting.
David Wood Skills
David Wood Education Details
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W. P. Carey School Of Business – Arizona State UniversityFinance -
Auburn UniversityAccountancy -
Michigan State UniversityEconomics
Frequently Asked Questions about David Wood
What company does David Wood work for?
David Wood works for Phoenix Loans
What is David Wood's role at the current company?
David Wood's current role is CFO at Phoenix Loans.
What is David Wood's email address?
David Wood's email address is tr****@****ail.com
What schools did David Wood attend?
David Wood attended W. P. Carey School Of Business – Arizona State University, Auburn University, Michigan State University.
What are some of David Wood's interests?
David Wood has interest in Running, Security Analysis, Triathlon.
What skills is David Wood known for?
David Wood has skills like Financial Analysis, Finance, Budgets, Strategic Planning, Credit, Financial Modeling, Forecasting, Risk Management, Accounting, Financial Reporting, Analysis, Mergers And Acquisitions.
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