David is available for hire
Hire DavidDavid Price
Verified Expert in Finance
Finance Expert
Location
Haddonfield, NJ, United States
Toptal Member Since
March 23, 2017
David is an entrepreneurial CFO who has completed over a dozen M&A deals—representing over $500 million in enterprise value, a private equity exit that created the largest motorcycle retailer in the world, and growing an eCommerce company 20 times in just 5 years. He joined Toptal to continue working with clients who need expertise in their financial decision-making process. He has an MBA from Villanova and is a certified management accountant.
Career Highlights
Chief Financial Officer, Interim
Chestlen Development
Chief Financial Officer
RevZilla.com
Regional Controller (Regional Operations Supervisor)
Brown & Brown, Inc.
Education Highlights
Master of Business Administration (MBA) Degree
Villanova University
Bachelor's Degree
Drexel University
Certification Highlights
Certified Management Accountant (CMA)
IMA | Institute of Management Accountants
Industry Expertise
Software Expertise
Other Expertise
Work Experience
Chief Financial Officer
2017 - PRESENT
Amino Paymnets, Inc.
- Raised $4.5 million in venture equity via a Series Seed round of financing.
- Raised two rounds of venture debt financing through a process that involved presentations to eight different venture debt companies—resulting in three term sheets and significantly better than market terms.
- Developed the company budget and forecasts utilized both internally for decision-making as well as externally for investing presentations.
- Instituted financial and accounting controls, a checklist, and a monthly reporting cadence.
- Oversaw human resources including the payroll, benefits, onboarding, and compliance work.
Focus areas: Strategic Planning & Execution, Budgeting, Financial Reporting, Strategy, Financial Modeling, Venture Funding, Fundraising
Chief Financial Officer, Interim
2017 - 2017
Chestlen Development
- Redeveloped the capital stack for a 51-story, 755-room hotel development project; representing a more than $350 million investment with eight different stakeholders.
- Analyzed additional funding options for optimal cost structures—ensuring that we hit target IRRs for the project while balancing requirements of stakeholders.
- Conducted a complete forensic accounting to ensure that all funds have been accounted for with the transition of financial executives.
- Continuously coordinated funding sources and approval of the uses of funds.
Focus areas: P&L Forecasting, Bank Debt Raises, Debtor & Creditor Management, Debt Capital Markets, Finance, Real Estate, Cash Flow Forecasting, Capital Structure Analysis, Capital Structuring, Budgeting
Chief Financial Officer
2015 - 2017
RevZilla.com
- Scaled the revenue for this specialty eCommerce organization from $100 million to a forecast of $200 million upon my exit.
- Completed a private equity exit—creating the largest motorcycle retailer in the world and generating over $400 million in enterprise value for the combined organizations.
- Completed a successful Big 4 audit on time—within three months of transitioning the company through the private equity exit.
- Assisted in capturing millions of dollars in EBITDA synergies—expanding bottom-line profitability and significantly increasing shareholder value.
- Oversaw the management of human resources, legal, facilities, and risk management.
Focus areas: Working Capital Management, Venture Funding, Valuation, Business Taxation, Strategic Planning & Execution, Capital Raising, Ratio Analysis, Private Company Valuation, Cost Reduction & Optimization, Revenue Optimization, Financial Modeling, Valuation Modeling, Financial Management, Revenue Management, Valuation Multiples, Mezzanine, Growth Capital Raising, Cash Flow Forecasting, Financial Planning & Analysis (FP&A), Private Equity, Pitch Decks, Investor Presentations, Derivative Accounting, Due Diligence, Debt Capital Markets, Cost Benchmarking, Bank Debt Raises, Data Analysis, Budgeting, Financial Reporting, Corporate Finance, Strategy, Mergers & Acquisitions (M&A)
Chief Financial Officer
2014 - 2016
Upshift Distribution
- Managed the startup of a wholesale distribution company that—from launch to leaving—generated $5 million in revenue and over $1 million in EBITDA.
- Added four different distribution channel brands by assisting in the sales process; showed the value-added benefits of utilizing Upshift as their distribution partner.
- Implemented custom distribution software that allowed us to leverage existing infrastructure to fulfill product in a 3PL model while providing product fulfillment significantly below market competitors.
Focus areas: Finance Strategy, Budgeting, Cash Flow Forecasting, Financial Planning & Analysis (FP&A), Funds Flow, Financial Modeling
Director, Finance and Administration
2013 - 2015
RevZilla.com
- Scaled the financial and administrative departments from $50 to $100 million in revenue in two years.
- Renegotiated vendor agreements resulting in nearly $1 million in additional EBITDA.
- Obtained over $20 million in credit facilities.
- Oversaw the human resources department that tripled the headcount over a three-year period.
- Developed a tax strategy that utilized state and local tax incentives to save the company over $5 million in taxes.
Focus areas: Strategy, Cost Reduction & Optimization, Cost Benchmarking, Debt Capital Markets, Growth Capital Raising, Financial Modeling, Financial Reporting, Financial Planning & Analysis (FP&A)
Senior Accounting Manager
2011 - 2013
Revzilla.com
- Scaled the financial and administrative department from $10 million in revenue to $50 million.
- Developed and implemented key accounting policies and procedures.
- Identified and implemented cost savings of approximately $500,000.
- Fostered a new banking relationship that raised $5 million in debt financing.
- Oversaw the moving of the company's headquarters into a new 52,000 square foot building with a $10 million budget.
- Expanded the company to include a West Coast distribution center.
Focus areas: Financial Planning & Analysis (FP&A), Bank Debt Raises, Debtor & Creditor Management, Debt Capital Markets, Finance, Real Estate, Strategy, Financial Systems, Financial Reporting
Regional Controller (Regional Operations Supervisor)
2010 - 2011
Brown & Brown, Inc.
- Completed M&A work on five different organizations representing over $40 million in enterprise value.
- Supervised 24 accounting managers of a $100 million revenue region in a decentralized, publicly traded company.
- Reviewed and approved monthly, quarterly, and annual reporting for the region.
- Developed and implemented a company-wide budgeting template that budgeted nearly $1 billion in revenue and was utilized by 130 accounting managers.
- Recruited and trained the new accounting staff.
Focus areas: Financial Reporting, Strategy, Financial Modeling, Financial Systems, Mergers & Acquisitions (M&A)
Accounting Manager (Accounting Leader)
2009 - 2010
Brown & Brown, Inc.
- Prepared monthly financial reports for a $12 million high-net-worth-focused insurance branch.
- Prepared and submitted monthly, quarterly, and annual financial statements.
- Developed an annual budget.
- Researched and implemented $150,000 in cost savings initiatives.
Focus areas: Financial Planning & Analysis (FP&A), Cash Flow Forecasting, Budgeting, Financial Reporting, Financial Systems
Senior Accountant | Accounting Assistant
2004 - 2009
Conner Strong Companies, Inc.
- Prepared and submitted financial statements for management and tax reporting.
- Designed and performed contract audit program that helped identify, report, and collect $100,000 in missing revenue.
- Managed the payroll reporting and asset management for a division of the organization.
Focus areas: Financial Reporting
Education
2014 - 2016
Master of Business Administration (MBA) Degree in Finance, Strategic Management
Villanova University - Villanova, PA, USA
2002 - 2007
Bachelor's Degree in Business Administration
Drexel University - Philadelphia, PA, USA
Certifications
AUGUST 2013 - PRESENT
Certified Management Accountant (CMA)
IMA | Institute of Management Accountants
Collaboration That Works
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