David is a skilled executive with 25 years of senior financial and operations experience. He is committed to serve each business owner as a trusted business partner. David's passion is to help business leadership teams manage risk, improve financial and operational performance, and sustain results driving profitable growth and maximizing return on investment. In addition to the typical financial leadership skills, David's hands-on experience in supply chain management, operations management, customer / supplier contract negotiations, and price and margin management provides a wealth of experience to draw upon... SEE MORE
In the role of Chief Financial Officer, he provides progressive financial and operational leadership expertise acquired from public, private and private equity entities in various industries including infrastructure, beverage and power transmission components. Areas of expertise include; strategy development and execution, financial reporting and analysis, treasury, banking, pension investment and administration, IT management, cost accounting, internal control, compliance and M&A.
Prior to joining B2B CFO David was Vice President and CFO of a global pump manufacturing company. He has extensive experience in a wide range of operational and financial management positions. David has leadership experience in both small and medium sized companies holding board positions, project leader roles, and steering committee chair positions. His financial skills are developed from the bottom up starting as an accounting clerk whiling earning an accounting degree, moving from staff to leadership roles up to CFO. Positions held were:
1. Accounting, Clerk - Travel Agency
2. Director of Accounting - Travel Agency
3. Chief Accountant - Beverage Distributor
4. Cost Accountant / Senior Cost Accountant - Bearing Manufacturing Plant
5. Financial Analyst - Bearing Manufacturing Plant
6. Accounting Manager - Bearing Manufacturing Plant
7. Plant Controller & Materials Manager - Gear Manufacturing Plant
8. Division Finance Manager - Bearing Manufacturing Division
9. Division Controller - Bearing Manufacturing Division
10. Vice President of Finance - Bearing & Seal Manufacturing Group
11. Vice President of Finance - Power Transmission Group
12. Vice President & CFO - Pump Manufacturing Company
David brings a unique financial perspective to the business. He fully understands that financial reporting, analysis, and control is a necessary means to achieve the desired results of maximizing profitable growth, with minimum investment, at reasonable risk, to maximize ownership value. He develops financial tools that are easily understood, in the context of the business for business leaders.
Specialties include:
Strategic Planning
Manufacturing Operations
Margin Management
Change Management
Team Leadership
Acquisitions & Divestments
Business Turnarounds
Organizational Restructuring
Financial Modeling & Process Improvement
David earned a B.S. in accounting from Indiana University and an MBA from the University of Indianapolis. He has served on several boards including; the Indianapolis Chamber of Commerce, various sales and manufacturing companies located in the US, Canada, and Mexico. David is a licensed CPA in the state of Indiana.
David and his wife Debbie live in Greenwood Indiana. They have four children and three grandchildren. In their spare time, they enjoy various family traditions, traveling, sporting events, band music, and church activities.
