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Bridgepoint Consulting Consultant

Scott C. Bartley, CPA, CVA

Scott has 20 years of experience in accounting, valuation, and M&A transaction services spanning multiple industries, both with publicly held and privately held companies. Scott’s early background in Big Four public accounting has given him experience in a wide number of industries including, technology, manufacturing, consumer business and financial services.

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Scott C. Bartley’s Professional Summary

With 20 plus years of experience, Scott has expertise in multiple areas to deliver operational improvement and change management to your organization.

    • SEC Reporting
    • ASC 606 Adoption
    • Business and Operations Re-engineering
    • Strategic Planning & Budgeting
    • Mergers and Acquisitions
    • Business Valuations

     

  • Consultant Since 2011

    • Project manager for multiple ASC 606 revenue recognition implementation projects
      • Simultaneously managed regional engagement teams
      • Worked with client to determine impact of adoption of new revenue standard
    • Interim Corporate Controller for a publicly traded chemical distribution company with revenues of approximately $4B including relocation of corporate headquarters
      • Assisted management with initial public debt offering
      • Prepared quarterly SEC filings
      • Prepared technical accounting white paper for client’s purchase accounting activities
      • Prepared goodwill impairment analysis
      • Oversaw SAP software implementation
    • Interim Controller for a publicly traded SaaS company with revenues of approximately $200M
      • Prepared quarterly SEC filings including implementation of Workiva/WebFilings
      • Implemented initial SOX level internal controls
      • Implemented asset management system
    • Audit support for a private equity-backed cloud-based software company with revenues of $70M
      • Performed technical accounting research, purchase accounting analysis, consolidation and financial reporting
    • Technical accounting support for a publicly traded real estate company with revenues of $200M
      • Prepared S-4 merger filing
      • Worked with client to determine impact of adoption of ASC 606 revenue recognition standard
    • Interim CFO for privately held investment advisory firm with revenues of approximately $20M
      • Converted from cash/tax basis of accounting to GAAP
      • Established key performance indicators and improved financial reporting
      • Assisted management with establishing incentive compensation model

     

  • Tolarus Partners LLC/Helix Advisors LLC, Austin, TX (2011 – 2017)

    • Owner and Managing Director
      • Performed contract CFO work for private equity-backed electronics recycling/remanufacturing company ($70MM annual revenue), including assistance with equity recap and debt funding of $20MM, strategic planning and budgeting, acquisition due diligence, implemented technology-based solutions to improve efficiency, international consolidation, and investor and bank reporting
      • Performed contract CFO work for a private equity-backed development-stage pharmaceutical company, including assistance with Series B financing, strategic planning and budgeting, implemented technology-based solutions to improve efficiency, managed Austrailian R&D tax credit program, international consolidation, and investor reporting
      • Performed stock compensation valuations (409A/ASC 718), estate/gift valuations, buy/sell agreement valuations, fairness opinions and purchase price allocations

     

    Westlake Securities LLC, Austin, TX (2008 – 2011)

    • Vice President and Chief Financial Officer
      • Acted as the firm’s CFO and financial and operations principal (FINOP) for a broker-dealer with varied operations, including general securities, mergers and acquisitions, and institutional sales and trading
    • CFO/FINOP
      • Managed all areas of finance and accounting: financial reporting, collections, IT function, human resources, payroll, benefits and risk management
      • Performed daily accounting functions, including managing cash flow and line of credit, performing business analysis, maintaining general ledger, preparing management reports and monitoring firm’s net capital position
      • Supervised trading activities, including setup of new trading relationships and risk management
      • Liaised with bank, vendors, auditors, tax accountant, regulators and clearing broker-dealer
    • Financial Advisory Services
      • Led firm’s financial advisory services practice, which included responsibility for 409A valuations, purchase price allocations and fairness opinions
      • Supervised financial analysts who assisted with valuations

     

    Deloitte & Touche LLP, Austin, TX (1998 – 2008)

    • Assurance Senior Manager
      • Served multinational, public and private companies in Technology, Manufacturing, Consumer Business, Energy, Real Estate, Insurance and Healthcare industries
      • Planned audit engagements by assessing audit risks, preparing audit budgets and identifying high-risk audit areas
      • Prepared and reviewed financial statements and disclosure footnotes to ensure compliance with appropriate regulatory reporting requirements, including but not limited to generally accepted accounting principles
      • Evaluated internal controls and performed formal risk assessments to determine adequacy and effectiveness of clients’ operating and accounting environments, including compliance requirements of Sarbanes-Oxley Act
      • Researched technical issues and concerns identified during fieldwork
      • Maintained awareness of industry matters that affected client businesses
      • Presented clients’ audit committees with financial statements and management reports
      • Managed due diligence projects and worked closely with deal teams to execute transactions jointly
      • Performed summary analysis of proposed transaction terms
      • Assisted strategic buyers with synergy analysis

     

    • Certified Public Accountant – State of Texas
    • Certified Valuation Analyst – National Association of Certified Valuation Analysts
    • Knowledge of SAP/BPC, NetSuite, Quickbooks, BlackLine, Adaptive Insights, and Workiva/WebFilings

     

  • University of Texas at Austin, Austin, TX

    • Master of Professional Accounting
    • Bachelor of Business Administration

     

    • QuickBooks Online/ Enterprise/ Desktop
    • Microsoft Excel, PowerPoint, Access
    • Expensify