David Wallis, MBA
STRATEGIC FINANCIAL ADVISOR
Specializing in complex financial modeling, IFRS/ASC compliance, and strategic FP&A for publicly traded institutions and high-growth commercial entities.
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Designed ad hoc financial comparison models for a publicly traded institution with 40+ locations, achieving an 11.9% reduction in 5-year lease obligations.
Led full-scale porting of an $800K/month lease portfolio into compliance. Implemented Visual Lease for executive-level ROU asset and liability reporting.
Architected financial frameworks and Chart of Accounts to align with rigorous internal controls and regulatory auditing requirements.
Scalable financial leadership tailored to your organization's complexity.
Beyond traditional advisory, I provide the rigorous framework required for modern auditing standards. By implementing institutional-grade policies and software transitions, I ensure your financial reporting is not just accurate, but defensible at the executive level.
With over 15 years of experience in the financial sector, I bring a comprehensive perspective to every project, ranging from sophisticated financial modeling for publicly traded companies to building foundational infrastructure for emerging small firms. I hold an MBA and specialize in creating scalable financial systems that drive clarity and long-term growth.
Outside of professional work, I am a Southern California native who enjoys exploring the coast from hiking the Sierra Nevadas to scuba diving through the Anacapa kelp forest. I balance a data-driven approach to consulting with a personal dedication to the health of my community and coastline.