David Goldstein
CFO | Strategic Planning | Financial Analysis & Modeling | Entrepreneurship | Start-ups | Process Design… Let’s connect!
- Role
- Audit Committee Chair and Board of Directors Member at Beal Bank USA
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About David Goldstein
My name is David Goldstein. I am a strategic Chief Financial Officer and CPA with more…
Experience
Audit Committee Chair and Board of Directors Member
Mar 1988 — Present · Plano, TX, US
Founding and continuing director for Beal Bank and Beal Bank USA. The Beal Bank family of companies represent one of the largest Texas owned and managed financial institutions. The Banks consistently have high levels of capitalization, including Tier-One Risk Based Capital Ratios several times the national average of similarly sized institutions. Audit Committee Chair with significant interaction with external auditors and federal and state regulators. Over 10 years experience on Executive Loan Committee analyzing and evaluating major loan originations and capital market purchases of securities.
Skills
- Collaboration
- Process Improvement
- Executive Coaching
- Team Building
- Organizational Design
- Business Development
- Financial Analysis
- Financial Reporting
- Change Agent
- Multi-Unit
- IT Management
- Technology
- Performance Improvement
- Risk Management
- Managerial Finance
- Business Strategy
- Project Planning
- Leadership Development
- Performance Metrics
- Board Relationships
- Business Process Design
- Negotiations
- Strategic Planning
- Strategy
- Financial Management
- Servant Leadership
- Executive Management
- Capital Markets
- Competitive Analysis
- Start-Ups
- Business Planning
- Leadership
- Private Company
- Financial Modeling
- Mentoring
- Entrepreneurship
- Cash Flow Forecasting
- Planning & Analysis
- Due Diligence
- Change Management
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