David Richard
- Role
- CFO at McCalla Raymer Leibert Pierce, LLP
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About David Richard
Driven and forward-thinking financial leader offering diverse experience leading business…
Experience
CFO
McCalla Raymer Leibert Pierce, LLP
Jan 2018 — Present
Improve monthly financial reporting, building KPIs to eliminate redundancy, revising audit procedures, and streamlining processes for 600+ employees across multiple areas of practice at locations nationwide. Streamline budget management for $130M+ in revenue, developing and implementing cash flow projections. Negotiate favorable restructuring of organizational term notes, successfully securing an additional $1.5M revolver, reducing interest rates 0.25%, and establishing consistent monthly payments over a 5-year term. Research and drive market-relevant strategic finance best practices, including securing and full life cycle management of a $10M SBA payroll protection loan. Save $200K in owner tax credits by restructuring tax return preparation process, taking advantage of previously unused tax credit opportunities. Institute responsive and highly effective financial due diligence discovery, bringing order to traditionally chaotic M&A opportunities through prudent goal-setting, financial modeling, and careful risk analysis and risk mitigation. Lead treasury activities for operating accounts and numerous trust accounts, cultivating treasury relationships with 5 of the top 10 largest US banks. Collaborate with IT to successfully migrate legacy accounting systems and eliminate redundancy, reducing accounting labor costs 20%+. Oversee 4 years of successful financial audits by big 6 accounting firms, additionally participating in multiple external rating agency and sophisticated vendor audits, assisting in operational internal audit program development.
Skills
- Management
- Residential Homes
- Investors
- Foreclosures
- Real Estate
- Leases
- Investment Properties
- Real Estate Owned (Reo)
- Sales
- New Home Sales
- Real Estate Transactions
- Relocation
- Reo
- Sellers
- Working with Investors
- Marketing
- Single Family Homes
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