David Milligan

Strategic and Operational Leader, driving excellence within finance and operations sectors of businesses.

DexKo Construction Services – Grand Rapids, MI

CFO / Director of Operations | June 2021 – Present

• Directed financial operations for a holding company and four subsidiaries, securing long-term stability and efficiency.
• Led the implementation of new financial systems, improving job costing and payroll processes, increasing accuracy to owner requested standards.
• Prepared and presented combined quarterly financial reports to meet bonding and banking requirements for compliance and securing critical financing requirements.
• Managed risk mitigation strategies, reducing insurance-related costs by over 25%.
• Directed multiple self perform crews on 50+ projects yearly.
• Spearheaded financial reviews for added bank and bonding compliance as well as cost reduction.
• Implemented month end close and budgets for all entities.
• Reviewed health insurance renewal and negotiated a 5% reduction in annual premium increase than industry standard. 
• Standardized multi-state HR and compliance procedures, reducing legal risk and enhancing workforce management.
• Reviewed investment/acquisition opportunities owner was pursuing for financial viability/integration into existing business portfolio.
• Created and/or tracked HR, 401k and IT compliance for new laws and regulations.
• Operated as fractional CFO for several other business owners on behalf of owners request. Found up to 75% tax savings over an 18 month period for another business.

Accounting Manager - Real Estate Development | July 2019 – June 2021

• Managed $100M+ in real estate assets, ensuring accurate reporting and investor transparency.
• Led financial oversight for 50+ properties and 10+ construction projects concurrently, optimizing cash flow and improving budget forecasting.
• Streamlined monthly construction bank draw submissions, reducing processing time by 25% and improving development and construction project funding.
• Served as the tax depreciation compliance expert, allowing for enhanced tax savings on a yearly basis.
• Partnered with property managers to refine budgets, achieving an approximate 10% cost savings across managed properties.
• Took over owner accounting on development project accounting and rebuilt several years of mixed accounting records into a single entity report for transparency to investors and banks. 
• Spearheaded system change to allow job cost tracking on development/construction projects.
• Reviewed real estate lease and construction contracts for compliance and risk management. 

Controller | June 2017 – June 2019

• Managed financial reporting for four entities, improving budget accuracy and financial transparency.
• Led a company-wide accounting system implementation, allowing for job costing.
• Created a new employee handbook, standardizing HR policies and improving compliance.
• Established internal financial controls, reducing errors and discrepancies by 20%.
• Supported the executive team with strategic insights, leading to improved profitability and operational efficiency.
• Implemented budget processes to allow for projected cost and revenue tracking

Staff Auditor | May 2015 – June 2017

• Point person on 80+ school financial audits, ensuring compliance and financial integrity.
• Improved payroll audit processes, ensuring accuracy for 5,000+ employees and identifying errors leading to 100k in cost savings.
• Created coding in excel spreadsheet server to decrease financial statement prep time.
• Conducted financial review on utility billings for 80+ school locations leading to 60k utility payback.
• Implemented updated GASB standards, streamlining regulatory compliance.

Staff Accountant-Tax/Audit | January 2014 – May 2015

• Prepared financial statements for nonprofits, government agencies, and for-profit entities.
• Audited school systems to assess compliance with GASB Standards. 
• Researched evolving laws and regulations providing strategic insights on future financial and compliance impacts.
• Audited nonprofits, government agencies, and for-profit entities for manager/partner review.
• Executed inventory audits to enhance financial and operational efficiency. 
• Prepared corporate, partnership, non-profit and individual tax returns.
• Served as the staff expert on depreciation, providing guidance on asset management and tax implications. 

Grand Valley State University – Allendale, MI

Bachelor of Business Administration (BBA), Accounting | 2013