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Michael L. is a highly accomplished CFO and financial strategist with a vast network of 19,555 LinkedIn connections. With expertise in providing permanent, fractional, and interim CFO services, Michael has successfully assisted startups, small businesses, and corporate boards and committees in achieving financial success. Known for their exceptional financial analysis and proposal skills, Michael has generated impressive written financial proposals.
In recent years, Michael has held key positions at several notable companies, including Chief Financial Officer at Houston Retirement Plan Consulting Company, Consulting CFO at Houston Home Builder, and Director of Business Development at M&A Intermediary. Additionally, they have served as a Consulting CFO at two startup energy companies and as a Global Marketing Director at a financial services company.
Michael's accomplishments extend across various industries, including real estate, consulting, and energy. Notably, they have established the finance function, cultivated banking relationships, and secured large supplier credit lines as the Chief Financial Officer at U.S. Sand LLC. Their financial expertise has earned the trust of major clients, such as Halliburton, Baker Hughes, and JP Morgan Chase.
With an educational background from Northwestern University's Kellogg School of Management and McCormick School of Engineering and Applied Science, where they earned a dual major in Accounting and Finance, and a minor in Quantitative Methods and Industrial Engineering and Management Science, respectively, Michael is a well-rounded professional with a strong foundation in business and finance.
More about this expert
- Full name
- Michael L
- Location
- Houston, Texas, United States
- Title
- Chief Financial Officer
- Company
- Loren D. Stark Company (since 2017)
- LinkedIn profile
- https://www.linkedin.com/in/michaeljaylawch/
- LinkedIn Connections
- 19555
- Summary
- Here is a quick summary of what I do: Permanent, Fractional, and Interim CFO services Startups Small Business Corporate Boards and Committees Financial Analysis and Proposals Written Financial Proposals Representative engagements in recent years (details shown below) CFO - Houston Retirement Plan Consulting Company Consulting CFO - Houston Home Builder Director of Business Development - M&A Intermediary Consulting CFO - Two startup energy companies Global Marketing Director Financial Services Company
- Skills
- CFO Executive Management
Education
- Northwestern University - Kellogg School of Management
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Master of Business Administration (MBA)
Field of study: Dual Major in Accounting and Finance ▪ Minor in Quantitative Methods - Northwestern University - McCormick School of Engineering and Applied Science
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Bachelor of Science (BSIE)
Field of study: Industrial Engineering and Management Science ▪ Minor in Computer Science (IT)
Positions
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Loren D. Stark Company
Houston, Texas Area
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Chief Financial Officer
Jul 2017 - Present
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Homes by David Powers
Houston, Texas Area
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Interim CFO
2016 - 2017
▪ Project evaluation, deal modeling, offering memoranda, debt and equity placement.
▪ Produce financial models, annual budgets and quarterly forecasts.
▪ Maintain banking and outside investor relationships.
▪ Provide strategic input and leadership to the President on all financial decisions affecting the company.
▪ Identified and developed potential merger opportunities with private equity groups, and a major Singapore based strategic partner.
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Shallowbrook Group (division of Intelligent Computers, Inc. - An International Consulting Firm
Houston, Texas Area
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Principal / Consultant
1995 - 2017
▪ Founded consultancy specializing in advising small businesses, startups, corporations, and C-level executives helping them translate finance information into business strategies.
Interim CFO services
Startups
Small Business
Corporate Boards and Committees
Financial Analysis and Proposals
Microsoft Office
▪ Representative engagements (details shown below)
Consulting CFO - Houston Homebuilder
Director of Business Development - M&A Intermediary
Consulting CFO - Two startup energy companies
Global Marketing Director – Financial Services Company
Vice President Finance and CFO
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Industrial Investments, Inc.
Houston, Texas Area
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M&A Advisor - Business Development
2014 - 2016
▪Created an innovative approach to sourcing, recording, contacting and developing new and existing clients and tracking their progress. This resulted in a three-fold increase in total contacts with clients and resulting improvements in deal flow.
Implemented CRM
Financial Analysis of Potential Deals
Production of Deal Packages and Analysis
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U.S. Sand LLC
Houston, Texas Area
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Chief Financial Officer
2012 - 2013
▪ Established the finance function; set up bank accounts, processes, procedures, reporting, and financial controls. Cultivated banking relationships, and established large supplier credit lines.
▪ Developed innovative financing, creating multimillion-dollar lines of credit by working with the bank trust department, giving suppliers confidence in the company’s ability to pay.
▪ Major clients/relationships: Halliburton, Baker Hughes, Samson Oil & Gas, BB&T Bank, JP Morgan Chase, Fort Peck Energy, C&J Energy Services, BNSF Railway.