Mark Biersmith, MBA, CPA, CGMA, CCP, CMA
IFRS and XBRL Certified
Dallas, Texas 75036
Cell: 214-***-**** Skype ID: mark.biersmith1
Email: firstname.lastname@example.org LinkedIn: https://www.linkedin.com/in/markbiersmith
YouTube: https://www.youtube.com/watch?v=Aj52XG_Qqlw YouTube: https://www.youtube.com/watch?v=KIK154F900A
Increased sales, margins, and EBITDA via capturing national accounts as President/CEO.
Installed turnkey Enterprise Resource Planning (ERP).
CEO, COO and CFO level experience including ten C suite promotions.
Partner level experience in private equity funds including work with renowned firms (KKR, Goldman etc.).
Partner level experience in Public accounting.
Successful SEC Public Offerings (Form S-1), Road Shows, SEC Reporting (e.g. 10k, 10q, Sox, MDAs).
Successful Rating Agency Presentations & Appeal (Moody’s & Standard & Poor’s).
180 Closed Acquisitions, Divestitures, and Swaps (IRS Section 1031 Tax Free Exchanges).
$3.5 billion in closed financings both in the private and public markets. .
Restructured and turnaround of 4 well-known entities from the brink of bankruptcy. .
International company and/or shareholder representation-Israel, Vietnam, India, China, Australia, UK & Mexico.
Featured speaker at the separate Annual AICPA/IMA National Conventions, appearances in many media formats (articles, podcasts, YouTube and online) including a current book contract with publisher after being selected as a top 5%er in field by them.
Master’s Degree in Business Administration (MBA); University of Missouri-Kansas City.
Certified Public Accountant License (CPA-TX, TN).
Certificate of International Financial Reporting Standards (IFRS); Institute of Chartered Accountants - UK.
XBRL Certificates from both XBRL International & AICPA.
Certified Management Accountant Certificate (CMA), studied at the CPA School of Washington, DC.
Certified Computer Professional Certificate (CCP).
Bachelor of Science (BS); Department of Mathematics, Statistics & Computer Science; Marquette University.
Chartered Global Management Accountant (CGMA).
SEC Institute Program Graduate.
AICPA’s Excel University Program.
Argus Software Certified.
TR Certified in Taxation.
TR Certified on Attestation Compilations and Reviews.
International Financial Reporting Standards (IFRS) Certificate by the American Institute of CPAs and CIMA.
Fortune Partners/Private Practice (2018-Present)
Reputable Private Equity Firm/CFO Services
Partner, President, and CFO.
Investing in operating businesses to grow enterprise value.
CFO Services to IT Tech, Manufacturing, Aeronautics, Health Care, Real Estate Development, Construction, Mining, and Financial Services.
Andre & Associates Public Accounting Firm (2017-2018)
Largest, Reputable, Established, and High Growth Firm in Footprint Market Service Area
Managing Partner (promoted).
Partner - Attestation, Tax, Financial Planning, M&A, Projections, Bankruptcy, and Consulting Engagements.
Client Industries: Tech, Real Estate/Development, Construction, Mining, Manufacturing, Health Care, Transportation, Energy, and Private Equity (some post firm successful transition to self-ownership as a means of capturing 400% higher owner earnings on over $1.5b client value projects in a rapidly changing marketplace).
Aerial Investments, Inc. (2014-2016)
(Aerial Capital, Aerial Development, Aerial Builders, Aerial Properties, Real Estate Sale/Property Mgmt, and Trusts)
Holding Company in Development, Construction, Acquisition, Real Estate, & Property Management
President, Chief Financial Officer, Chief Operating Officer and Trustee of Three Family Trusts (promoted).
President, Chief Financial Officer, Chief Operating Officer.
REIT Fund Investor Presentation and Development.
Managing Information and Technology (“MINT”), Inc. (2013-2014)
International Medical Software/Hardware Technology Concern building on Android/iOS/Windows Platforms in Health Care
Chief Operating Officer/Finance (promoted from finance only).
Chief Financial Officer.
Road Masters Holdings (2004-2013)
International Transportation, Construction and Logistics Conglomerate
Chief Executive Officer, President & Equity Holder (promoted).
Chief Operating Officer/Chief Financial Officer de facto of Road Masters Holdings.
OTHER TENURED INDUSTRIES AND POSITIONS
Partner; Private Equity (M&A, CFO).
CEO; Construction (Commercial and Government (FARS).
CFO & SVP Corporate Development; Retail.
CFO Broker Dealer and Financial Services Company (promoted to President of Insurance Division).
Partner and Managing Partner in Public Accounting.
Chief Accountant for renowned Health Care Institution.
CFO Public Company.
Career Featured in Case Study; CIMA; April 2014; jointly published by regulators in China, South Africa, UK & US
Career Featured in “Last Word”; Journal of Accountancy, August 2013; published by AICPA.
Contributor to Article “Forward Roll: How Companies Can Move Beyond Traditional Budgeting”, Journal of Accountancy; October 2013; published by AICPA.
Editor on 4/28/2016 On Mergers and Acquisitions; publication by AICPA.
Editor for article entitled, “Advice for Avoiding Failed Mergers” by the AICPA.
Book contract with Focus on the Five (Austin, Texas January 2019).
APPOINTMENTS, SPEECHES & VENUES
Featured Speaker, “Optimizing the M&A Transaction”, American Institute of CPA(s) Annual National CFO Convention (www.YouTube.com) and Institute of Management Accountants 9”IMA”) National Convention.
Featured Speaker, “Business Ethics in a Practical World”, Texas Woman’s University, June 2014, Dallas, TX (www. YouTube .com).
Panelist, Texas Academia Conference (“Future of Finance Education), University of Dallas, March 2014, Dallas, TX.
Prestigious Appointment to the American Institute of CPA(s) Business and Industry Committee, September 2014.
Panelist on Mergers and Acquisitions; “When and How to Exit”, 2016; American Institute of CPAs National CFO Convention.
Requested attendance at United Nations, NYSE, NASDAQ, Harvard Club, Federal Reserve Dallas and New York.
Podcast on “How to Become a CEO from the CFO Position for the AICPA.
Podcast “Optimizing the M&A Transaction” for the AICPA.
Video Interview of “Optimizing the M&A Transaction” for the Journal of Accountancy.
Several tapings of the “Boardroom” for the President of the CEO Club.
Podcast on “Foreign Currency Translation” for CIMA.
Podcast on “Equity Financing” for CIMA.
Panelist at the AICPA National CFO Convention on “Current Challenges Faced by CFOs”.
Cameo appearance on the TV Show “Ma’s Roadhouse”.
Podcast on “CFO of Today” for CFO Thought Leader.
Podcast on “M&A Transactions” for the AICPA.
Podcast on “Moving from the CFO/COO to CEO Role”.
CGMA Newsletter on “CFO’s Role in Corporate Culture”.
AICPA CFO Role on Company Culture.
International Radio Interview on “M&A” by an Award-Winning Host.
Colin Street Bakery (famous bakers of the world’s fruitcake) Advertisement on Product Quality and their $16.1m Fraud Case.
Live Production of the “Boardroom” as a Guest Panelist.
Guest on the radio show “Lunch Break”.
Nominated as the Financial Executive of the Year by several CEO’s.
Ranked Top 100 People in Finance Magazine.
Graduate Research Grant Recipient in banking under the distinguished economics professor Dr. Fred Hays.
Board Member service for companies in the steel and high-tech industries.
Inducted into the Scholastic Fraternity for Latin Scholars as an undergraduate student.
Instructor for CPA candidates sitting for the CPA examination.
Received invitation to join the advisory committee to the United States Senate in 2001.
Opportunity to play a major role in a Senatorial Campaign and Councilman-at-Large Campaign.
Solicited to write a technical course/book on Mergers & Acquisitions for CPA’s to use.
324 times featured in or contributed to worldwide publications.
All children in household received at least partial scholarships to college.
John and Susan Roberts Band Directors Award for service to HPISD resulting in permanent plaque placement.
Built financial model that Fred Joseph (Drexel Chairman) used to market the World Boxing League.
Invited to Attend the Chinese Visit of CEOs & Dignitaries in New York.
International CEO Club Member.
Expert Panelist for The Boardroom filming.
Expert Panelist for the President Advisory Council.
National Media Training.
Asked to run for Mayor of Dallas by one of the board members of the largest law firm in Dallas.
Requested presence at NASDAQ, Federal Reserve, NYSE, Harvard Club, AICPA National Convention and International CEO Club.
Requested to be interviewed by CNNMoney.com.
Actor in nationally televised TV series and model in national retail catalogue.
Twice invited to dine with the President of the United States.
Requested nomination as dealmaker of the year.
Introduced at the United Nations, New York Stock Exchange, Federal Reserve Bank of New York, and Federal Reserve Bank of Dallas.
Featured speaker on Mergers and Acquisitions at the American Institute of CPA’s National Annual Convention on Global Strategies.
Software: QuickBooks, Microsoft Dynamics Great Plaines, Microsoft Office, Excel, Power Point, Microsoft Word, UltraTax, CS Accounting. .
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