David Baxter

Professional Summary

Professional Overview
David Baxter is a seasoned finance executive with over 15 years of experience leading strategic financial operations and planning initiatives. As the Managing Director of the Ankura Office of the CFO, he leverages his deep expertise in capital markets, corporate finance, and real estate to drive transformative results for his clients.

Experience Summary

Current Role
In his current role as Managing Director at Ankura, David is responsible for overseeing the firm's Office of the CFO practice, which provides strategic advisory services to clients across a range of industries. He works closely with C-suite executives to optimize financial planning and analysis, improve cash flow management, and enhance overall financial performance. Under David's leadership, the Office of the CFO has become a trusted partner for organizations seeking to navigate complex financial challenges and capitalize on emerging opportunities.

Career Progression
Prior to joining Ankura, David held senior finance roles at Morgan Stanley, where he served as Executive Director of Capital Planning and Corporate FP&A. In this position, he played a pivotal role in driving the firm's strategic financial decision-making and implementing enterprise-wide cost optimization initiatives. Earlier in his career, David was a Manager in the Financial Markets and Real Estate practice at PwC, where he provided advisory services to clients in the financial services and real estate sectors.

Academic Background
David holds a Bachelor of Science in Accounting from the University of Florida and a Master of Business Administration from the University of Miami. He is a Certified Public Accountant (CPA) and has been recognized as a Fellow of the prestigious Economic Club of New York.

Areas of Expertise

• Corporate finance and capital markets

• Financial planning and analysis

• Cash flow management and optimization

• Real estate and investment advisory

• Mergers, acquisitions, and integration

• Financial transformation and change management

Professional Impact
During his tenure at Morgan Stanley, David spearheaded a comprehensive financial planning and analysis initiative that resulted in over $50 million in annual cost savings. He has also been instrumental in guiding clients through complex mergers and acquisitions, ensuring seamless integration of financial systems and processes.

Conclusion
With his exceptional track record of driving financial transformation and delivering tangible business impact, David Baxter is widely recognized as a trusted advisor and thought leader in the finance and consulting industries. In his current role at Ankura, he continues to leverage his deep expertise to help organizations navigate the evolving financial landscape and achieve their strategic objectives.