Summary
Overview
Work History
Education
Skills
Timeline
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DONALD BERG

Scottsdale,AZ

Summary

Executive with Cross-Functional & Cross-Industry Experience

Overview

20
20
years of professional experience

Work History

Integrator (President/COO)

One Mile of Runway, LLC
06.2022 - Current
  • Top organizational executive responsible for shareholder relations, accounting/finance, sales, HR/administrative, and all operational duties for 25-person organization
  • Accountable for all audit, insurance and payroll functions
  • Hire, train, assess staff
  • Lead organization through utilizing the EOS/Traction management system
  • Keep compliance with FAA and other government agencies
  • Report directly to owner
  • Utilized problem solving skills to meet challenges head on and provide sustainable results
  • Hired to provide structure and profitability to a fledgling company
  • Revised 3-year operational and 10-year strategic plans while providing foundation to facilitate growth
  • Created SOPs and company handbook, installed company benefit package, created bonus plans, overhauled the information management systems including establishing: HubSpot, Outlook, QuickBooks, SharePoint
  • Hired new accounting and sales teams, revamped company business insurance plan, saving over $100,000 per year
  • Closed down underperforming remote location and consolidated all operations team into one headquarters; the result was the two most profitable years in the seven years of company existence
  • Worked through numerous vendor and personnel changes to enable growth and profitability for the future.

Principal/Fractional CFO/COO

Atticus Business Solutions, LLC
01.2021 - Current
  • Executive management consultant focusing on fractional executive services
  • Assist owners and senior executives to understand financials to make better business decisions
  • Clients include tech, construction, and logistics companies
  • Provide guidance to CEOs and owners on strategic issues while also completing the critical tasks associated with tactical implementation of projects
  • Experienced in EOS/Traction business management system
  • Selected Consulting Projects: Implemented new accounting system to better track inventory and provide more accurate financial reports
  • Work with executive recruiters to recruit top-quality employees and build compensation plans to assist with retention of all employees
  • Responsible for all banking relationships; restructured client’s debt; secured lines of credit and negotiated new loan structure to improve financial position for acquisition strategy
  • Managed multiple RFP processes for all lines of business and personal insurance/401(k) products
  • Created budgets, cash flow projections/management, and year-end bonus plans based on financial metrics
  • Implemented Traction/EOS model to focus on opportunities while eliminating nonproductive activities.

CFO

Thomsen Homes, LLC
06.2019 - 05.2021
  • Accountable to owner of largest homebuilder in the region for all finance/accounting, cash management, HR and IT functions
  • Key member of leadership team for 60-person team
  • Accountable for all P&L activity and cash management
  • Responsible for all banking relationships, debt structure and negotiation
  • Implemented and monitored KPI’s for accounting and finance functions
  • Responsible for all insurance; vehicles, personal and company
  • Created 1-year, 3-year and 10-year business plans while benchmarking successful companies within the industry.

Director of Finance and Administration

Sterling Real Estate Management, LLC
11.2014 - 03.2019
  • Reported to CEO for all finance and acquisition/disposition activities of two real estate investment trusts (REITs) with assets totaling over $1B
  • Responsible for building relationships with over 30+ banks, brokers, insurance companies and third-party providers
  • Negotiate loan terms and structure to provide the best possible return for shareholders
  • Implemented and monitored Key Performance Indicators for accounting and finance functions.

Vice President Commercial Lending

US Bank
01.2012 - 11.2014
  • Accountable to Regional President for management of portfolio of 60+ clients with main goal of increasing revenue to the bank
  • Worked closely with trust, private banking, and farm management departments
  • Dealt primarily with multi-family housing, commercial buildings, and financing of local homebuilders through lines of credit and gap loans
  • Knowledge of SBA loan process and state/federal loan programs for small businesses.

COO

Clinical Supplies Management
01.2005 - 01.2012
  • Directly supervised CSM’s daily operations including Finance, Operations, Business Development, IT, Contracts, Quality Assurance, cash management and HR
  • Responsible for profit and loss of entire company
  • Accountable for over 75 employees and all contract personnel
  • Voting member of board of directors
  • Critical duties include building CSM’s team while successfully formulating and executing the company’s five-year strategic plan
  • Negotiated international agreements with multiple companies in Europe and South America
  • Signed all financial documents; responsible for all Sarbanes-Oxley requirements and reporting to international, federal and state tax agencies.

Education

Skills

  • Leadership Team Building
  • Organizational Leadership
  • Strategic Planning
  • Operational Excellence

Timeline

Integrator (President/COO)

One Mile of Runway, LLC
06.2022 - Current

Principal/Fractional CFO/COO

Atticus Business Solutions, LLC
01.2021 - Current

CFO

Thomsen Homes, LLC
06.2019 - 05.2021

Director of Finance and Administration

Sterling Real Estate Management, LLC
11.2014 - 03.2019

Vice President Commercial Lending

US Bank
01.2012 - 11.2014

COO

Clinical Supplies Management
01.2005 - 01.2012

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DONALD BERG