Sales Associate Financial Analyst
Resume:
DAVID K. SPENCER, CPA (Inactive)
Southaven MS 38672
**********@*****.***
BUSINESS EXPERIENCE
Independent Consulting 2016 - 2022
Floats and Fuel Cells
Assists in month end closings
Assists in financial statement preparation
Conducting a comprehensive review of the accounting operation and recommends best practices
Imperial Security
Assisted in month end closings
Varsity Spirit
Recast prior years financials to resemble current presentation
Expediter Services
Reviewed and adjusted proforma projection of future performance to provide enhanced information to senior management.
Served as interim Senior Financial Analyst. Streamlined month end processes to reduce duplicative processes.
Interim Chief Fiscal Officer – Workforce Investment Network – a division of the City of Memphis (March – September 2017)
Responsible for the development of systems and procedures for the fiscal department.
Developed a process for review of reports prior to their distribution.
Utilized Oracle to improve the reporting process.
Began a program to provide stake holders with timely, accurate information regarding grant status.
Improved overall grant reporting to include more accurate information in a more concise and easier to read format.
Enoble, Inc. Memphis, TN 2011 - 2016
Accounts Receivable Factoring
Controller
Responsible for the oversight of all accounting functions to include month-end and year-end closings and annual financial audit.
Transfers more than $400 million per year of client funds on a timely and accurate basis.
Oversaw the completion of a 3-year IRS examination that reduced a preliminary liability by more than $1 million through documentation and negotiation.
Participated in restructuring of outside financing by increasing a line of credit from $30 million to $60 million as well $9 million loan to purchase and renovate new headquarters facility.
Established accounting policies and procedures to formalize functions and routines.
Changed company hiring practices that have resulted in the formalization of job descriptions and an improved hiring process.
HHGregg, Southaven, MS 2009 - 2011
Appliances and Electronics Retailer
Appliance Sales Associate
PathFinder Group, Inc. Memphis, Tennessee 2005 - 2009
Business Consulting Services
Senior Consultant
Responsible for the development of an SAP training manual for a contracted corporation that recently installed SAP
Assigned as the Internal Audit Director in various assignments
Acted as Project Manager for a national distribution corporation on assignments relating to inventory control.
Accountable for a Purchase Accounting project for a new public company that provides off-campus student housing at colleges and universities nationwide
Responsible for Sarbanes – Oxley compliance documentation and testing for various corporations
SEACAP Financial, Inc., Memphis, Tennessee 2002 - 2005
Consulting small businesses in sales and acquisitions, financing and valuation
Senior Analyst
Conducted financial research to identify companies for acquisition/sale
Developed and managed due diligence process for clients
Cruzen Equipment Company, Inc., Memphis, Tennessee 1995 - 2001
$25 million petroleum industry contractor and distributor
Chief Financial Officer 1998 - 2001
Responsible for the negotiation of a multi-million dollar acquisition of a major competitor which included the negotiation of a new credit facility which funded the acquisition.
Responsible for the successful merger of the newly acquired company.
Managed the design and installation of new voice and data communications system including both hardware and software.
Responsible for managing the finance department and developing a staff of six employees.
Controller 1995 - 1998
Led the conversion from IBM System 36 to AS-400 platform.
Increased operating efficiencies and improved tracking systems by converting manual systems to electronic applications.
Developed and managed relationships with local banks which included a $3.0 million line of credit.
Ducks Unlimited, Inc., Memphis, Tennessee 1992 - 1995
$150 million wetlands and waterfowl conservation organization
Internal Auditor
Assigned to a relocation team that was responsible for moving the organization’s headquarters from Chicago to Memphis.
Assisted in establishing and maintaining relationships with local banks which included managing a $5.0 million line of credit.
Audited volunteer committee activities - prevented criminal loss of over $100,000.
Reported directly to organization’s Board of Directors and volunteer President regarding committee audit activities.
Interviewed and selected new retirement fund managers.
Reynolds, Bone & Griesbeck, CPA’s, Memphis, Tennessee 1987 - 1992
Forty-person Mid-South accounting firm
Audit Senior
Participated on the Acquisition Team of new financial institution clients
Supervised work of 5 auditors.
Instructor for continuing education courses offered at the firm.
KPMG Peat Marwick, Memphis, Tennessee 1984 – 1987
International accounting and consulting firm
Audit Senior
Ralston Purina Company, Jackson, Mississippi and Memphis, Tennessee 1981 - 1984
International food company
Manager, Dealer Financial Services
EDUCATION
Millsaps College, Jackson, Mississippi - Bachelors of Business Administration, Finance
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