Hart is available for hire
Hire HartHart Levine
Verified Expert in Finance
Finance Expert
Location
Los Angeles, CA, United States
Toptal Member Since
February 1, 2018
Hart has led acquisitions, secured $100+ million in lending facilities, led ERP implementations, and improved profitability through process improvement, analysis, and the introduction of KPIs. He's recently led a portfolio of private distribution and field service companies with $100 million in revenue as the CFO/COO. He freelances to help businesses with M&A and to deliver critical strategic, growth, and profitability insights.
Career Highlights
Chief Financial Officer | Chief Operating Officer
DSL Ltd., DSL Northwest, Taylor Arizona, Eden Textile
Vice President, Finance
Calmont Group
Manager
Deloitte & Touche LLP
Education Highlights
Chartered Professional Accountant (CPA) and Chartered Accountant (CA)
Chartered Accountant School of Business
Bachelor of Commerce Degree with Distinction
University of Alberta
Certification Highlights
Chartered Accountant
Canadian Institute of Chartered Accountants
Chartered Professional Accountant (CPA)
CPA Canada
Industry Expertise
Other Expertise
Work Experience
Chief Financial Officer | Chief Operating Officer
2013 - 2018
DSL Ltd., DSL Northwest, Taylor Arizona, Eden Textile
- Obtained a $35 million banking facility with significantly improved terms and covenants by creating an auction with several large lenders and negotiating the agreement. Completed a cash flow model to evaluate the financing needs and lending proposals.
- Designed, researched, negotiated, and executed a $1 million implementation of a service performance software platform that included automated dispatching, a new accounting and sales ERP, CRM, and an inventory forecasting and management system. The new system improved margins by 8%, reduced overhead, improved customer performance metrics, and helped the business scale.
- Identified process improvement opportunities and updated analysis and reporting packages—resulting in gains of 10% in operational efficiency and 15% in customer service metrics while driving service profitability increases by 8%.
- Evaluated, modeled, and structured transactions; led the due diligence and negotiated multiple potential acquisitions of complementary businesses. During the due diligence of one acquisition, I identified concerns that reduced projected cash flow—resulting in the termination of the acquisition process.
- Led financial statement preparation and analysis, budgeting, and forecasting for all entities.
- Implemented key performance indicators and introduced a scorecard bonus program for all employees based on key performance indicators that aligned compensation with the objectives of the business. The scorecard introduction led to improvements in margins, company profitability, and customer service performance.
- Led the strategic planning across departments, including a SWOT analysis and the development of company-wide and divisional annual initiative targets.
Focus areas: Dashboards, Key Performance Indicators (KPIs), Operations Improvement, Leadership, Management, Software Implementation, Debt Restructuring, Debt Raises, Negotiation, Strategic Planning, Financial Planning & Analysis (FP&A), Transaction Modeling, Cash Flow Modeling, Financial Statements, Mergers & Acquisitions (M&A), Budgeting
Vice President, Finance
2011 - 2013
Calmont Group
- Led the sale of a portfolio of companies including vehicle dealerships and truck lease-and-rental businesses; prepared all offering materials, presented to prospective buyers, negotiated deal terms, and managed sell-side due diligence.
- Completed and led the acquisition of a vehicle rental company. Created the financial model, analyzed the proposed transaction, and presented a recommendation to the board of directors. Drafted and negotiated the key terms and the purchase agreement, designed and performed all due diligence, determined critical strategic decisions, and oversaw the integration.
- Analyzed financial statements and key performance indicators, determined areas of strength and opportunities for improvement and communicated the findings to the managers which increased margins by 5%.
- Performed capital expenditure analysis and presented recommendations to the president and board of directors. The recommendations led to two renovation projects and new software implementations.
Focus areas: Key Performance Indicators (KPIs), Financial Statements, Bank Debt Raises, Budgeting, Financial Planning & Analysis (FP&A), Restructuring, Mergers & Acquisitions (M&A)
Manager
2006 - 2011
Deloitte & Touche LLP
- Managed simultaneous projects composed of cross-functional teams. Planned and monitored the progress of engagements, managed clients and team members, and projected financial performance to ensure compliance with accounting and firm standards.
- Performed due diligence, including providing assurance, advisory, and analytical services, for the acquisition of a private construction company with $400 million of revenue by a public construction company with $600 million of revenue.
- Performed assurance engagements for clients in the private, public, and not-for-profit sectors in a variety of industries. Gained considerable experience with private and public companies in construction, real estate, land development, retail, oilfield services, manufacturing, and television.
Focus areas: Mergers & Acquisitions (M&A), Financial Advisory, Business Advisory, Financial Statements, Management, Audits
Education
2010 - 2011
Automotive and Truck Dealer Academy Graduate in Dealership Operations and Management
National Automotive Dealer's Association - Washington, DC, USA
2006 - 2009
Chartered Professional Accountant (CPA) and Chartered Accountant (CA) in Accounting
Chartered Accountant School of Business - Canada
2003 - 2007
Bachelor of Commerce Degree with Distinction in Accounting, Business Law, Business
University of Alberta - Edmonton, Canada
Certifications
SEPTEMBER 2009 - PRESENT
Chartered Accountant
Canadian Institute of Chartered Accountants
SEPTEMBER 2009 - PRESENT
Chartered Professional Accountant (CPA)
CPA Canada
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