Bruce I.
Las Vegas, United States
100%
Job Success
Consultant, Manager, & CFO
$125.00/hr
Savvy, energetic finance professional with 25 years' experience in consulting, financial services, computer services, and real estate. MBA from Dartmouth College capable in financial statement preparation & analysis, budgeting, complex Excel modeling, and report presentation for client results.
Proven experience in:
- Strategic planning, budgeting, and modeling for complex business plans.
- Fiduciary management of trusts, receiverships and syndications.
- Managing consulting engagements.
- Corporate real estate strategies, transactions, and information.
- Work outs, M&A, bankruptcy consulting, and sourcing financing for challenging assignments.
- Sophisticated in computer systems, services, and software; former CFO of a top-20 firm.
- Full charge financial management, reporting and systems.
- Equity reporting, lender relations, treasury and investment analysis.
I was also the managerial link for clients' strategic responses to the 2008 economic crisis, coordinating accounting and legal teams to effectively work through problems. Given emerging economic concerns, I am your key to managing:
- Debt forbearance, restructuring, and reorganization.
- Preparation of Chapter 11 reorganization plans.
- Asset maximization and redeployment.
- Investor communications, reporting, and lender negotiations.
- Defenses from litigation and tax claims.
Work history
Work history
Small Biz pre-sale prep Valuation and short deck
May 27, 2024
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Feb 13, 2025
Private earnings
Cash Flow Projection for SBA Loan
Feb 18, 2024
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May 17, 2024
"I had the distinct pleasure of working with Bruce, and I can confidently say that he possesses a rare and invaluable combination of qualities. Bruce’s helpfulness, depth of knowledge, and…
Freelancer's response
"Thank you, Ryan. You are a pleasure to work with and I'm sure your venture will be hugely successful!"
Private earnings
Partnership Agreement
Nov 16, 2023
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Feb 29, 2024
"Very knowledgable and communicative. Bruce went above and beyond to actually understand our business and create solutions that we needed."
Private earnings
External CFO Consulting
May 27, 2021
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Dec 14, 2023
No feedback given
Private earnings
Skilled CPA with CFO Skills Needed ASAP!
Jan 13, 2021
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Mar 15, 2023
No feedback given
Private earnings
Engagement structuring advice
Mar 14, 2022
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Aug 16, 2022
"Bruce was great, knowledgeable and a clear communicator."
Private earnings
Quickbooks transfer, setup including ongoing bookkeeping help
Apr 17, 2020
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May 27, 2021
No feedback given
Private earnings
Nevada business/tax consulting
Aug 3, 2020
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Nov 5, 2020
No feedback given
Private earnings
M&A Due Diligence Expert
Oct 16, 2020
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Nov 5, 2020
"I would certainly recommend Bruce for due diligence work to anyone."
Private earnings
Small business Tax Consultant for minimizing taxes
Sep 5, 2020
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Sep 7, 2020
No feedback given
Private earnings
Real Estate Development Construction Finance Modeling
Feb 15, 2022
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Present
Job in progress
Private earnings
Consulting on Loan for Leased Residence; Tax & Business Considerations
Nov 9, 2020
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Present
Job in progress
Private earnings
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Skills
Skills
- Microsoft Excel
- Commercial Litigation
- Mergers & Acquisitions
- Cross Functional Team Leadership
- Business Consulting
- Bankruptcy
- Legal Consulting
- Financial Reporting
- Financial Modeling
- Real Estate