David Lee

Experience

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  Champion Enterprises, Inc

  Jan 1980 - Jan 1999

  Midwest Division Controller

  $2B Company engaged in the production, financing and sale of manufactured homes; production and distribution of aluminum windows and aluminum extrusions. Private equity and publicly traded over time. Controller, financial planning ( FP&A ) , finance , general accounting , accounts receivable , accounts payable , human resources , treasury , risk management , audit, logistics , internal audit.Midwest Division Controller (1996-1999), Controller (1991-1996), Assistant Treasurer (1989-1991), General Accounting Manager (1988-1989), Sr Financial Accountant (1983-1988), Financial Analyst (1982-1983), Internal Auditor (1980-1982). Show less

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  Reliant Building Products

  Jan 1999 - Jan 2001

  Corporate Controller & Treasurer

  Vertically integrated $300M manufacturer and distributor of vinyl and aluminum windows and aluminum extrusions. Private equity. Controller with responsibility for financial planning ( FP&A ) , finance , general accounting , accounts payable , accounts receivable , operations advisor , asset dispositions , distressed company turnaround.

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  Corporate Revitalization Partners

  Jan 2001 - Jan 2004

  Partner

  National turnaround consultancy that brings new life to distressed companies through operations and financial restructuring. Strategic and financial planning ( FP&A ), finance , lease renegotiations , asset dispositions , interim CFO and controller roles , distressed company turnarounds.

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  Regus Group PLC

  Jan 2004 - Jan 2008

  VP - Controller

  Global operator of executive office suites in 67 countries with $1.7B in revenues. Publicly traded on London Stock Exchange. Controller for North American financial operations with responsibilities including general accounting , accounts payable , accounts receivable , lease accounting , treasury , financial planning ( FP&A ) and heavy involvement in tax. Responsible for managing financial reporting for a variety of business partners related to joint ventures , management agreements and participation leases.•Streamlined collections process resulting in $500K reduction of bad debt expense.•Consolidated and integrated two finance departments following a merger.•Re-engineered and integrated information systems for North America and the United Kingdom during system conversions involving PeopleSoft and Hyperion.•Restructured debt and equity as part of a team resulting in $11M in tax savings.•Converted cash collection process from a lockbox environment to check scanning , saving four days of mail float.•Saved $600K annually and improved working capital by $300K by self-insuring group health claims. Show less

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  ACE Cash Express

  Jan 2008 - May 2012

  VP - Finance

  Retail financial services in 38 states and Canada ; over $500M in revenue ; 1,700 stores and internet distribution. Private equity. Responsible for financial planning ( FP&A ), identification of revenue enhancement / cost savings opportunities, risk management and development of related measurement systems. Created monthly, quarterly, and annual presentations to the board of directors and other interested parties. Provided advice on store site selection, acquisition activity and capital expenditure review/approvals.•Identified $5M of cost cuts in an economic crisis. Saved over $9M and met annual plan despite a significant shortfall in revenue. •Created P&L for a lending partner, leading to negotiation of $1.8M in annualized savings.•Reorganized P&L cube in Essbase , enabling automated P&L rollup. Reduced organizational elements in process by 60% , improving database calculation time from 30 minutes to 3 minutes.•Improved productivity for field through implementation of standardized reports delivered daily.•Designed concept of intranet reporting portal in face of removing access to Essbase for portion of organization. Led cross-functional team in designing reports and implemented reporting portal.•Designed organization structure to create single-retrieve vertical P&Ls from Essbase, creating rules to combine elements of accounting structure. Show less

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  Square D Business Solutions

  May 2012 - Sept 2014

  Managing Director

  Provided fractional finance, business management, and accounting consulting services in the DFW area.Selected Clients:• Fractional CFO for a $6M international vertically integrated retailer and distributor of high end kitchen appliances growing revenues at a 39% CAGR. Re-engineered and improved inventory requirements forecasting model resulting in a 51% reduction in inventory. Developed sales dashboard, monthly financial package, annual budget and five year plan.• Interim operational finance, restructuring and litigation support for an oil and gas field services company. Used forensic accounting skills to identify previously unidentified assets purchased through acquisition. Developed job tracking status report.• Developed annual budget for an office furniture distributor.• Provided strategic advisory services and developed budget and pricing models for a startup providing mobile phone based applicant tracking systems.• Fractional CFO for an internet based startup using social media to empower groups of people to leverage their buying power to gain improved pricing.• Provided acquisition advisory services for a building products manufacturer and distributor. Show less

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  Baker Tilly US

  Sept 2014 - now

  Consulting Manager - Business Advisory

  Experienced in a variety of areas including, but not limited to:• Interim CFO, Controller or Treasury roles;• System selection, conversion, implementation or optimization projects;• Accounting remediation projects;• Budget and forecast model development and process improvement projects;• Develop meaningful management dashboards by leveraging large data sets;• Merger & acquisition integration activities;• Cost accounting validation and improvement projects;• Litigation support projects; Show less