[var] => content
[type] => preview
[var] => cut_url
Cary J. L.
financial professional with diversified skills and experience.
Strong background in financial management of businesses ranging from
multi nationals with $,, in sales to greenfield startups eventually
reaching $,, in sales. Extensive experience in dealing
with nonfinancial executives and designing reporting systems to assist
all levels of management. Successful in mentoring and working
effectively with diverse colleagues within a given environment.
reporting system for diversified holding company.
plans for new and existing businesses.
Key role in marketing
and selling businesses exceeding $,, in proceeds.
and managed acquisitions for a prominent family office
Employment History :
PCG Worldwide, Ltd
– Chief Financial Officer – Present
Responsible for managing all
financial aspects for this diversified energy service and consulting
Evaluated and negotiated business
Implemented new budgeting
and reporting tools.
Responsible for overseeing
all real estate functions
Implemented new insurance
programs for employees.
Inc. – Chief Financial Officer
all financial and accounting aspects for this residential real estate
Evaluate and document
new business opportunities including those with institutional investors
for new fund for independent investors
with tax and financial planning
Copper Beech Capital,
Identified, evaluated and managed investments
for this prominent Family Office. Industries included real estate,
energy conservation, oil and gas and other operating business.
Set up Fund with
real estate development company with an aggregated of $,, invested
and assets of $,, under management.
in oil and gas properties totaling $,,.
Identified and evaluated
resort opportunity with total investment exceeding $,, to date.
and managed new office lease and build out. Coordinated sublease
with affiliated entities.
members not previously involved in business.
Provided Board level
management on two operating companies.
Inc. – President
Company operated in home improvement
industry. Managed all aspects of operations including sales and
marketing, finance and accounting and installation operations.
Evaluated new business
opportunities including vertical and horizontal integration strategies.
Sourced new product
suppliers and negotiated terms and conditions
Expanded sales over
% in first year of management
Identified and implemented
new advertising ideas.
Financial Executive Advisors,
Inc. – Principal
Started and managed temporary
CFO business. Provided financial services to a wide range of companies
including medical management, real estate, manufacturing and waste management.
Served as either CFO or CEO for a number of clients and provided other
financial services as well.
manufacturer in securing financing to begin operations.
memorandum for medical management business eventually acting as interim
company executives and board members.
PSI Holdings, Inc.
– Chief Financial Officer
Responsible for all accounting
and finance activities at this diversified US holding company owned
by Adia, SA in Switzerland.
relationships and lines of credit of $,,
of merger and acquisition candidates.
Integral part of
divesting US companies outside the main focus of parent company.
department of several subsidiaries resulting in $, annual savings.
– Senior Audit Manager
Managed some of the Dallas
office largest clients and coordinated audit, tax and consulting services.
Firm designated specialist in real estate, airlines and oil and gas.
Heavily involved in college recruiting at Baylor University. Instructor
in firm sponsored continuing education and national training sessions.
Bachelor of Business Administration
– Baylor University
Certified Public Accountant
Affiliations and Memberships
American Institute of Certified
PCG Consulting, LLC – Board
Potoco, LLC – Board Member