Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
Generic

DYLAN M. STRAKA

Fenton,MI

Summary

Self-driven, results focused finance executive with several years' experience in privately held middle market companies. Skilled at managing all financial operations and working in a fast paced environment. Proven track record in collaborating closely with business owners on critical matters such as mergers & acquisitions, estate planning, and succession planning. Thrives when developing systems to effectively integrate reporting, budgeting, and strategic planning to optimize company value, maximize cash flow and minimize risk and cost. Collaborative, team-oriented leader with a strong desire for continuous self-improvement and education.

Overview

12
12
years of professional experience

Work History

Fractional CFO/ Independent Trustee

04.2023 - Current
  • For one family office client, serve as independent trustee over 8 of the family trusts, advising on investment decisions
  • For another family office client, serve as successor trustee, led a investment cost savings initiative saving $100K annually
  • For a corporate client, assisted on their first acquisition, organizing and streamlining their financial reporting

Chief Financial Officer

Wild Bill's Tobacco
11.2023 - 06.2025
  • Led the successful acquisition of a 34-store retail chain, marking the company's first major acquisition
  • Directed the acquisition of two hotel properties, the family's first, expanding the company's real estate portfolio
  • Managed a team of 15 finance and accounting professionals, overseeing financial operations for over 300 entities
  • Spearheaded a comprehensive corporate restructuring initiative, optimizing organizational efficiency and alignment with business objectives
  • Completed the owner's estate plan, ensuring alignment with long-term financial and succession goals
  • Developed and implemented a performance-based bonus structure for retail store management and introduced a 401(k) plan with employer matching contributions
  • Led the financials transition to a new ERP system company-wide, ensuring a seamless accounting integration and enhancing operational efficiency
  • Managed the accounting team for the family's investment in a cannabis company, overseeing finances for indoor grows, outdoor grows, processing centers, and dispensaries

Vice President of Finance

Premier Security Solutions Co Inc
01.2023 - 08.2023
  • Completed due diligence for company's first acquisition in technology sector, helped securing financing for the deal, and provided guidance for owner through the process
  • Helped negotiate the purchase and secured financing for a new corporate office
  • Created an annual budget and monthly financial statement package
  • Facilitated a cost analysis by division as well as cost breakdown per employee by division
  • Applied for various state grants and tax credits
  • Generated a cost reduction and tax savings initiative
  • Established a new banking relationship and negotiated for a multi-million-dollar line increase

Director of Finance

Forum Health Enterprises
05.2020 - 12.2022
  • Analyzed financials, completed due diligence and assisted in structuring 30 acquisitions
  • Led the forecasting and strategic management of cash flow requirements, ensuring liquidity optimization and effective capital allocation to support operational and investment needs
  • Helped create a 5-year financial projection and annual budget, aligning fiscal strategies with long-term organizational goals and growth trajectories
  • Served as the financial point of contact with current investors and prospective investors on the cash raise team

Chief Financial Officer

SkyPoint Ventures LLC
08.2019 - 12.2022
  • Provide leadership, direction and management of the family office and venture capital firm
  • Provide strategic recommendations to the CEO/ founder and advise on long-term business plans, deal structure and investment decisions
  • Serving as a Client Relationship Manager for outside investments, including coordination with counsel, financial advisors, insurance brokers, banks & lenders
  • Responsible for all areas of business including private investments, cash flows, trusts and personal family services
  • Responsible for developing and managing estate planning, wealth transition
  • Assessing market/company attractiveness to help identify compelling businesses
  • Involvement in all aspects of due diligence on new investments (business analysis, industry thesis, competitive landscape, business/pricing model, and financial modeling / deal structuring)

Director of Finance

SkyPoint Ventures LLC
09.2018 - 07.2019
  • Oversee the accounting department and cash management
  • Manage accounts payable, prepare forecasts, and annual budgets pertaining to venture capital businesses, real estate investments, family office, and family foundation
  • Oversaw budget for family real estate construction projects and commercial properties
  • Reading/reviewing business plans and pitch decks
  • Analyze financial and prospective company data, and communicate the insights to the investment team; Perform company and market research

Staff Accountant

SkyPoint Ventures LLC
02.2016 - 09.2018
  • Prepares general ledger entries by maintaining records and files; reconciling accounts
  • Analyzes info and options by developing spreadsheet reports; verifying and maintaining information
  • Completed monthly sales tax configurations and payments, and line-of-credit invoicing
  • Audit, process, and reconcile monthly bank statements and credit card bills

Accounts Receivable

King Par LLC
11.2015 - 01.2016
  • Carry out billing, collection and reporting activities pertaining to specific deadlines
  • Monitor customer account details for non-payments, delayed payments to research and resolve discrepancies
  • Review balances, payments, and invoices for proper entry, mathematical accuracy, and correct ledgers

Intern

Plante & Moran PLLC
01.2015 - 04.2015
  • Prepare federal, state and local tax returns for businesses, organizations and individuals
  • Examined cash and AP during audits for not-for-profit organizations and retail businesses
  • Completed Personal Property Tax Forms for businesses
  • Assisted with a review for a manufacturing company

Accounts Receivable

King Par LLC
06.2013 - 12.2014
  • Carry out billing, collection and reporting activities pertaining to specific deadlines
  • Monitor customer account details for non-payments, delayed payments to research and resolve discrepancies
  • Review balances, payments, and invoices for proper entry, mathematical accuracy, and correct ledgers

Education

MBA - Finance and Accounting

University of Michigan - Flint
Flint, MI
05.2021

BBA - Accounting

University of Michigan - Flint
Flint, MI
05.2017

Skills

  • Financial Forecasting
  • Performance Monitoring
  • Family Office Education
  • Budget Development
  • Investor Relations
  • Venture Capital
  • Corporate Structuring
  • P&L Management
  • Mergers & Acquisitions
  • Variance Analysis
  • Due diligence
  • Business and Real Estate Transactions

Accomplishments

  • Honoree, UM Flint School of Management 2024 Early Career Alumni Achievement Award

Affiliations

  • Treasurer, Theta Chi Foundation of Flint Board
  • Member, Forum Health Enterprises Board
  • Member, Flint Children's Museum Board
  • Treasurer, Excel Networking Group

Timeline

Chief Financial Officer

Wild Bill's Tobacco
11.2023 - 06.2025

Fractional CFO/ Independent Trustee

04.2023 - Current

Vice President of Finance

Premier Security Solutions Co Inc
01.2023 - 08.2023

Director of Finance

Forum Health Enterprises
05.2020 - 12.2022

Chief Financial Officer

SkyPoint Ventures LLC
08.2019 - 12.2022

Director of Finance

SkyPoint Ventures LLC
09.2018 - 07.2019

Staff Accountant

SkyPoint Ventures LLC
02.2016 - 09.2018

Accounts Receivable

King Par LLC
11.2015 - 01.2016

Intern

Plante & Moran PLLC
01.2015 - 04.2015

Accounts Receivable

King Par LLC
06.2013 - 12.2014

BBA - Accounting

University of Michigan - Flint

MBA - Finance and Accounting

University of Michigan - Flint

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