Man

David Wenkel

Chief Financial Officer

39 years’ success providing accounting, financial and tax services for organizations

"Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.” -Thomas Jefferson

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Adaptable

As well as being a highly adaptable professional, I am consistently focused on team and operational support. I have relentless drive and am self-motivated so that I may develop personally and professionally. I am not only a hard worker, but a smart worker and innovative thinker as well. 

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Collaborative

It does not matter if I am working independently or with a team, either way I am someone who will work hard to get the job done. I am work very well with others and appreciate the value that each individual voice may bring to a team. I am able to fluidly work with all independent departments, senior members and team members.

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Dedicated

I am an over achiever. I am a very goal and results oriented individual who never backs down from a challenge. I enjoy the teachable moments in life that make me a better worker and person. I am passionate about the work I do and am always willing to put in the time to ensure that all projects are completed with quality and care.

About Me

Experienced professional with expertise in providing the knowledge and skills necessary to achieve operational success throughout all accounting and financial management processes for organizations. Skilled in leading teams, promoting strategic financial analysis, managing accounting systems and controls. Demonstrated proficiency in organizing and directing financial operations, executing account reviews while maintaining accounting systems and transaction records.

Education

  • Books11

    University of Houston, Houston, TX

    Master Level Courses in Corporate Taxation, Estate & Trust Taxation, International & Partnership Taxation

  • Books12

    University of Notre Dame, South Bend, IN

    Bachelor of Science in Accountancy

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    Professional Development

    • Certified Public Accountant • QuickBooks Pro-Advisor

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    Affiliations

    • American Institute of Certified Public Accountants (AICPA) • Missouri Society of Certified Public Accountants (MSCPA) • Texas Society of Certified Public Accountants (TSCPA)

Recommendations

  • David is a consummate professional. Superior strategic and critical thinker. Ethical and empathetic individual. I recommend him highly.

    Russell (Russ) O'Brien; Instructional Design | E-Learning Developer | PhD Candidate in Instructional Technology | Academic Writing

  • I met David while selling computers in 1985 and I was immediately impressed. I had been working with and selling computers for more than ten years. The IBM PC was hot and laser printers the must have business tool. David came in and new more about accounting and the new PC based business tools for accountants than I did about computers. I knew immediately I wanted David J. Wenkel for my accountant. I had been struggling with my taxes for years and I realized this man knew what he was talking about. His expertise has more than paid for itself each and every year. I use David Wenkel for my personal and business accounting and taxes and he always does an excellent job at a VERY fair price. You need a high level of trust to turn over all of your personal financial data. In the 25 years I have know and worked with David I have always had the utmost trust in his integrity, up to date knowledge and knowledge that he will get the job done right. David is more than my accountant or trusted friend he has made himself an indispensable partner in my success.

    Bill Westfall; Computer Hardware Professional

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Experience

  • Manager1

    2000 - 2008

    CHIEF FINANCIAL OFFICER

    Phoenix Building Group, Inc.

  • Business z

    1991 - CURRENT

    CERTIFIED PUBLIC ACCOUNTANT

    David J. Wenkel, CPA

Skills

  • Accounting
  • Payroll
  • Operating Systems
  • Documentation Management
  • Process Improvement
  • Cash Flow Optimization
  • Strategic Business Planning
  • Auditing Systems / Controls
  • Financial Management
  • Contract Development
  • Budget Administration / Management
  • Financial Reporting
  • Revenue Forecasting
  • Team Building and Leadership
  • Project Management
  • Business Development
  • Training / Development
  • Reliability / Performance
  • Workflow / Productivity