CFO

Location:

Fort Worth, TX

Salary:

140000

Posted:

August 31, 2016

Contact this candidate

Resume:

Donald G. Woodall, C.P.A., M.B.A.

817-***-**** mobile *************@*****.*** see profile on linkedin.com

http://mbastrategicadvice.blogspot.com/

SUMMARY OF QUALIFICATIONS

Strategically-oriented executive with substantial and diversified Financial and Operational Management experience in various industries such as Manufacturing/Distribution, Service industries, Real Estate, Private Wealth management, Investments, Healthcare, and Oil & Gas

Skilled leader in strategic planning, forecasting, operational performance improvements, data analytics, cash flow modeling, budgeting, board presentations, and continuous process improvements

Proven ability and track record in financial & cost modeling, process re-engineering, metric/KPI development, process value-mapping, business valuations, product profitability analysis, pricing, statistical analysis, project management, due diligence, and acquisition analysis

Passionate, driven, proactive, process improvement-oriented, detail-oriented, hands-on, strategic, humorous, personable, highly ethical executive manager that leads cross functional teams for best practice improvements using LEAN concepts (i.e. not your stereotypical accountant type)

Experienced project manager / leader that completed total software conversions/implementations on MRP/ERP (enterprise) production systems. Past Supervision over Human Resources, IT, Credit, Shipping, Warehousing (Logistics), Accounting, Order Processing, Credit, Procurement, and Production Scheduling.

Proficient in Microsoft Excel, Word, Access, PowerPoint, MAS 500 ERP, QuickBooks, J D Edwards, Jonas, FAS, Outlook, and GEAC/JBA System 21 with exposure to many others

PROFESSIONAL EXPERIENCE

Chief Financial Officer

HADDOCK INVESTMENTS, LLC

2015-

Responsibilities include acquisition analysis and recommendations, operational responsibilities on private equity acquisitions and real estate partnerships, financial modeling on commercial development and sale opportunities, investor relations, investment management of brokerage accounts, investment analysis/recommendations, treasury management, property tax protests, hedge fund administrative management of capital calls/distributions, SEC Form compliance on director sales, coordination of all tax compliance, along with financial statements and reporting for 15 different entities.

CFO/Controller/Principal/Consultant Services -

2008 – 2012, 2014-

CFO Consultant services for multiple companies in healthcare, oil & gas, private equity, investments, auto loan servicing, Blood Sweat & Capital (BSC), Leprechaun Holdings, HCC Admin., Bana, Inc.,Loan Portfolio Services, Caprock Remarketing, and Oil & Gas tubular inspection companies…) writing startup business plans, developing sophisticated integrated financial projection models with scenario recaps, acquisition analysis, due diligence, software implementations, and providing recommendations for operations, databases, metrics development, and various operational process improvements. At BSC, Chief Financial Officer and Principal for this startup private equity company interested in healthcare-related investment/management/ownership opportunities. Critically involved in the evaluation, writing, and review of business plans, and development of the related financial forecast models and subsequent due diligence activities. At BSC worked with the same CEO, COO, & CIO as at Leprechaun, LLC- 2006 -2012 and American Healthcare Finance, LLC.

Chief Financial Officer

COLONIAL COUNTRY CLUB – member-owned nationally renowned country club and PGA Tournament 2013 – 2014

Became the first CFO of this club and had additional management responsibility over Information Technology. Saved the club $150K in sales tax audit, conducted first fixed asset audit to write off over $4 million in assets to save thousands in property taxes, implemented controls and process improvements for golf department, instituted a comprehensive PC replacement program, improved financial reporting package, reduced monthly closing period by 1 week, automated and improved various manual processes regarding inventory controls, and made continuous improvement a sought after goal. Acting General Manager until new GM was recently hired in mid 2014.

Chief Financial Officer

MCR OIL TOOLS, LLC – privately-held international Oil & Gas manufacturing company of non-explosive specialty cutting and perforating tools

2012 – 2013

CFO for a massively growing company in which my primary job is to develop the framework, process improvement, infrastructure and discipline necessary in the Operations and Finance areas to take the company to the next level. Specializing in financial and operational process improvements, financial forecasting, data metric development, and weekly data reporting requirements. Brought process improvements and controls to Quality Assurance, Logistics /Shipping, Assembly, Manufacturing, Inventory Control, Purchasing, New Product production implementation, and Accounting.

Chief Financial Officer/Partner

AMERICAN HEALTHCARE FINANCE, LLC. – startup private equity healthcare finance company

2010 – 2012

Company has $1.1 Bill available to finance self-pay patient receivables including the purchase of of hospital and medical service provider receivables. Shut down company due to lack of low sales volume. (involved with the same COO and CIO as at Leprechan, LLC and BSC below 2006 thru 2012)

Chief Financial Officer

LEPRECHAUN, LLC,–a massive growth startup healthcare company that sold for $90Mill an 8090% Return on Invest.

2006 – 2007

Company was sold to a private equity company 19 months after inception and all dept heads replaced/terminated

Directed the financial, accounting, budgeting, treasury mgmt, and tax functions of a startup Medicare HCC risk management auditing and medical coding company for Medicare Advantage Plans across the country. Additional responsibilities included a monthly financial write-up and chart presentations to the board of directors, risk management, contract review proofing and advice, and other operational / administrative improvements.

Developed a sophisticated 36 month interactive and integrated cash flow / financial model that also forecasts month by month balance sheets and income statements utilized to justify and support the sale price of the company (included multi-variable and multi-scenarios)

Brought the company’s entire multi-state tax, financial, and accounting duties in-house in 1 month

Developed processes that supported a startup company that grew from $10 million to $50 million in revenue and from 40 to 140 employees in 1 year

Designed and led improvements in Operations and operational reporting including developing and instituting the company’s first comprehensive production scheduling spreadsheets to forecast and anticipate production and scheduling bottlenecks and problems from inputs to IT to Production to QC to final product (i.e. across departments)

Provided leadership across departmental lines to develop and introduce performance metrics to increase accountability, throughput, accuracy, and productivity

Controller & Director of Administration

LIBERTY CARTON COMPANY – corrugated paper manufacturing and design company

2003 - 2006

Directed the financial, strategic planning, budgeting, administrative, accounting & purchasing functions. Responsibilities included financial analysis and reporting, strategic planning, budgeting, credit/collection, payables, payroll, purchasing, product costing, pricing, and acquisition analysis and evaluation. Operational responsibilities over customer service, design, and production scheduling. ISO 9001 Executive Management Committee.

As project manager, completed a total software conversion to an industry specific manufacturing software in 4 months

Created company’s first cost / pricing model utilizing machine standards and time studies

Led the company’s efforts into a complete value-mapping and redesign of all processes that improved administrative and operational efficiencies by about 25%.

Chief Financial Officer & Vice-President – Administration

LUBRICATION ENGINEERS, INC., Ft. Worth, Texas – international lubricant manufacturing/distribution company

1993 -2002

Directed all financial, operational and administrative affairs. Direct responsibilities over Accounting & Tax, Treasury Management., risk management, domestic and international pricing, credit & collections, payroll, product costing, traffic and warehousing, information systems, and Human Resources (incl. insurance and benefit plans). Supervised a total of 35 direct and indirect staff.

Monthly sales/financial analysis to the President and Board of Directors

Led management in the development of a new 5 year Strategic Plan

Lead member of committee controlling new product development, sales promotion ideas, marketing plans and their implementation.

Developed comprehensive sales analysis by SIC codes, product lines, customer phse. patterns, sales rep selling patterns, and product/container trends to improve marketing

Decreased days-in-receivables outstanding by over 15%

ISO 9001 Executive steering committee

Developed the comprehensive product profitability and variable cost analysis for entire product line using manufacturing. time studies for true product profit

Project Manager for MRP software conversion to Y2K compliant AS400 software

Instituted a proactive sales tax exemption certificate review process that reduced audit assessments

Conducted audit resulting in the write-off of $320,000 of unsubstantiated assets

Within first year, uncovered and stopped over $200,000 of embezzlement

Developed a treasury management plan of sweep accounts and investment diversification

Corrected incorrect workers comp. insurance classifications to save thousands

Successfully defended company on numerous income tax, sales tax, excise tax, worker’s compensation insurance, and Texas Workforce Commission audits

10 years of Prior Experience in Public Accounting Firms such as Touche Ross & Co, and Sproles Woodard, CPAs.

EDUCATION

UNIVERSITY OF NORTH TEXAS UNIVERSITY OF TEXAS AT ARLINGTON

M.B.A. in Finance G.P.A. 3.83 B.B.A. in Accounting

*Certified Public Accounting license * Dale Carnegie Course Training

MEMBERSHIPS

HFMA member (Healthcare Financial Management Assn.), Richland Hills Masonic Lodge (Past Master), Board of Directors & Treasurer at Americas Education Partnership-a non-profit charity, past Chairman of the Planning & Zoning Board - Annetta South, past Board of Aldermen (City Council) - Town of Annetta South, past member of Mid-Cities Optimist Club (designations included Vice-Pres. and Board of Directors)

6/01/2014 11:20 AM

PROFESSIONAL REFERENCES for Donald G. Woodall

Charles Scherer Patrick Delozier, CCM, past General Mgr at Colonial Country Club

President and Chairman of Board of Governers current General Manager at The Alotian Club

Colonal Country Club Roland, AR

Fort Worth, TX 817-***-**** cell

817-***-**** cell 501-***-**** work

Rick Hubbell past Treasurer Craig Nicholson

Board of Governors - Colonial Country Club VP and Board of Governors - Colonial Country Club

Fort Worth, TX VP at The Baird Company (wealth mgmt.)

CEO at DuraTech Processes-Mansfield, TX 817-***-**** cell

817-***-**** cell