Advisory

Strategic Finance
Across Any Scale.

VP, Accounting & Finance  ·  The Agency Real Estate  ·  Dallas, TX

Kyle is at the beginning of a deliberate journey — aspiring to the CFO seat, board service, and executive influence beyond the finance function. He brings a decade of enterprise finance leadership to that pursuit, not a title.

Areas of Engagement

Board Membership
Bringing multi-entity finance transformation, M&A integration experience, and executive board reporting to board-level decision making. Engaged with growth-stage, real estate, hospitality, and brand-driven organizations.
Audit CommitteeFinance CommitteeRisk Oversight
CFO & Finance Advisory
Supporting founder-led companies, family offices, and nonprofit organizations in building world-class finance infrastructure. From ERP selection to FP&A build-out, close optimization, and board-ready reporting.
Fractional CFOERP StrategyFP&A Build-OutAudit Readiness
Executive Mentorship
For first-generation professionals, aspiring CFOs, and finance leaders navigating complex organizations. Mentorship grounded in lived experience — not theory.
First-GenerationFinance LeadersCareer Strategy

Cross-Industry Perspective

Finance Skills
Transfer Everywhere.

Kyle is not defined by an industry. He is a finance executive who happened to build his career in real estate — and actively engages with boards and leadership teams at larger, more complex organizations where that depth creates real impact.

Real Estate & Proptech Entertainment & Media Technology & SaaS Hospitality & Travel Luxury & Lifestyle Brands National Franchise Organizations Nonprofit & Philanthropy

What Kyle Brings

M&A Integration Experience
Direct experience leading the financial integration of the Triplemint acquisition — a Bloomberg-covered, all-equity deal integrating 250+ agents and 75+ technology staff at a $350M-valued platform, coordinated in a fully distributed environment.
Multi-Entity Finance Leadership
Oversees 15+ legal entities, six simultaneous lines of business (residential brokerage, franchising, title, mortgage, insurance, and arthouse), and operations across 13+ countries — with deep fluency in intercompany accounting, consolidated reporting, and regulatory compliance.
ERP & Systems Transformation
Implemented, optimized, or operated 35+ enterprise systems — Oracle NetSuite, SAP, Blackline, Celigo, Ramp, American Express Corporate, Concur, Drivetrain, and more — closing the gap between financial operations and technology infrastructure.
Distributed Remote Leadership
Leads a 20+ person national and international finance team entirely remotely — with the governance rigor and communication discipline that distributed leadership demands.

This website is for informational and personal branding purposes only. All statistics are sourced from publicly available third-party publications and believed accurate as of the dates cited. Nothing on this site constitutes financial, investment, or legal advice. All opinions are solely those of Kyle Christopher Clayton Whisler in his personal capacity and do not represent the views of any employer. © 2026 Kyle Christopher Clayton Whisler. All rights reserved.