David Stern

David Stern

Entrepreneurial CFO/COO to start-ups, small- and medium-sized busineses

Location
San Francisco Bay Area
Industry
Financial Services

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David Stern's Overview

Current
Past
  • CFO at Aeris Properties Inc.
  • Principal at David Stern CFO
  • CFO consultant at Henry C. Levy & Company CPAs
  • Principal at Small Business Logic
  • CFO Consultant at Smith Grant & Kliegman CPAs
  • Principal at Bookkeeping Plus
  • Special Services at Home Depot
  • Northern California Manager at Appliance Recycling Centers of America
  • Manager of Information Services at Urban Ore
Education
Connections

397 connections

Websites

David Stern's Summary

I'm passionate about helping SMBs grow, from start-ups to 100-employee firms, because they're crazy and fun, sometimes heartbreaking, collaborative cauldrons, and the land of opportunity for motivated individuals, from the founder to the most recently hired employee. And I'm proud of the economic and cultural contribution small businesses make -- locally and nationally.

And the businesses I've been fortunate to have worked with: they care. Deeply. About doing a great job for their clients, about running a tight ship, about treating their employees and vendors as partners.

My role in all this since 1997, at different times entrepreneur, consultant and employee, is to ride the excitement of a small business yet guide owners and employees with a disciplined approach to business planning, financial analysis, and back-end operational systems. To keep stakeholders aligned in the pursuit of ever-better financial performance.

Sometimes my role is behind-the-scenes one-on-one with the founder, sometimes it's out in front leading internal functional teams, and other times it's educating employees about small business finance, how their day-to-day actions contribute to the financial success of the company. As someone recently asked of me, "Show me the big picture and the daily habits I need to make it happen."

Specialties: profit and cash flow optimization, cost control, financial planning and modeling, budgets, risk management, debt financing needs analysis and funding applications, deal point development, QuickBooks, and Excel. And I'm currently knee deep in a NetSuite implementation.

David Stern's Experience

Privately Held; 11-50 employees; Market Research industry

June 2011Present (3 years 4 months) Emeryville, California

Greenberg is a strategic consultancy integrating research, design, and patterns thinking to help businesses transform and grow. We work with some of the world’s most respected brands, building insight-based strategy, design-led narrative and activation tools that help companies change and transform. These include Chipotle, CNBC, Dell, Intel, Microsoft, Nike, Starbucks, Sony, and US Bank.

At various times since the late 1990's, I've helped the company grow its capacity to serve clients: adding offerings (from pure Qual to a mix of Qual, humanQuant, design, and video), regional presence (Singapore office), and internal client service teams to handle larger, more complex, and higher impact client initiatives. As the company's CFO and COO in charge of finance, information technology (IT), human resources (HR), and operations, I focus on the back-end infrastructure that supports our strategists, enabling them to better serve clients.

Business Manager

1 Columbia Design

Privately Held; 1-10 employees; Design industry

January 2001Present (13 years 9 months) San Francisco Bay Area

1 Columbia Design is an interior design and space planning firm that works with single family residential, multi-unit apartment, and light commercial clients in the S.F. Bay Area and Los Angeles areas.

Financial Advisor

Adeline Yoga Studio

December 2012Present (1 year 10 months) Berkeley, California

Volunteer financial advisor at this wonderful "one room schoolhouse" Iyengar yoga studio. I consult with the Studio's Director on matters pertaining to financial analysis, planning, and accounting, as well as the Studio's overall business plan.

Sole Proprietorship; 11-50 employees; Real Estate industry

2009January 2012 (3 years)

Principal

David Stern CFO

January 2009December 2011 (3 years)

Outsource CFO consulting practice.

CFO consultant

Henry C. Levy & Company CPAs

November 2007December 2008 (1 year 2 months)

As a CFO Consultant at this 12-person CPA firm, responsible for all facets of client management of small business clients: business development, goal setting, accounting systems oversight, financial analysis and planning, coordination with tax department.

Principal

Small Business Logic

January 2001November 2007 (6 years 11 months)

This eight-person boutique financial services company provided small business CFO and QuickBooks / accounting services to clients in a range of industries.

Privately Held; 1-10 employees; Accounting industry

October 1999October 2001 (2 years 1 month)

As a CFO Consultant at this eight-person CPA firm, responsible for all facets of client management for small business clients: business development, goal setting, accounting systems oversight, financial analysis and planning, coordination with tax department.

Principal

Bookkeeping Plus

September 1997September 1999 (2 years 1 month)

Provided bookkeeping and financial management services to help small business owners improve their financial performance.

Special Services

Home Depot

Public Company; 5001-10,000 employees; Construction industry

September 1996September 1997 (1 year 1 month)

Staffed the Special Services desk: custom orders for building materials and contractor services.

Northern California Manager

Appliance Recycling Centers of America

September 1994August 1996 (2 years)

Opened and managed the Northern California division of this national appliance repair, reuse, and recycling company. Revenue streams included retail appliance sales, scrap metal sales, and public utility service contracts for hazardous waste removal and safe disposal.

Manager of Information Services

Urban Ore

September 1992August 1994 (2 years)

David Stern's Skills & Expertise

  1. Strategic Planning
  2. Budgets
  3. QuickBooks
  4. Business Strategy
  5. Non-profits
  6. Market Research
  7. Analysis
  8. Small Business
  9. Microsoft Excel
  10. Start-ups
  11. Consulting
  12. Project Management
  13. Marketing
  14. Marketing Strategy
  15. Financial Analysis
  16. Finance
  17. Business Development
  18. Nonprofits
  19. Financial Modeling

David Stern's Education

University of California, Berkeley

B.S., Natural Resource Economics. Graduated with Highest Honors.

19831987

David Stern's Additional Information

Websites:
Interests:

Business: taking a lean thinking path to profits, economic democracy, open book management. Personal: Iyengar yoga, bluegrass guitar, working around the fixer-upper house.

Groups and Associations:

Contact David for:

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  • new ventures
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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