Chief Financial Officer Resume
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StamforD
PROFESSIONAL EXPERIENCE:
Confidential
Chief Financial Officer
Responsibilities:
- Directs all areas of Finance, Accounting, Budgeting, Billing, Quality Assurance (Compliance), Procurement, Human Resources and Payroll
- Revamped Finance & HR function to enable management to make timely informed financial and operational decisions
- Built custom Excel model of key metrics and budget template to measure, report, analyze and project financial and operating business performance
- Prepared and presented financial update at monthly Board of Directors & Finance and Audit Committee meetings for transparency and accountability by executive management
Confidential
Founder and Principal Consultant
Responsibilities:
- Brought in to lead year - end reporting/audits, preparing accruals/schedules and bank borrowing base s
- Prepared and analyzed financial reports for the monthly close process and utilized the analysis for related financial presentations to senior management
- Instituted and implemented formal accounting close and conversion from cash to accrual basis
- Manage relationship with corporate insurance brokers and facilitated renewals
- Lead, hire, train, and mentor accounting staff
- Prepared successful filing of PPP loan applications and related debt forgiveness
- Executed annual review process with external accountants & annual tax return preparation
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to implement cost savings initiatives
- Developing innovative and effective solutions to problems in financial analysis, reporting and forecasting
Confidential
Head of Finance and Administration, reporting to the Health Information Technology Officer
Responsibilities:
- Drive the financial, procurement, human resources, and administrative launch of the entity’s start-up business as required by State statute to establish and administer a CT statewide Health Information Exchange (HIE)
- Developed and executed plans to deploy a trust framework which includes establishing fiscal responsibility of the entity’s start-up activities and financial sustainability
- Draft and managed entity’s business plan to meet operating needs, budget and other financial goals, with emphasis on ensuring compliance with Federal and State rules associated with sources of funding and grant management
- Selected, procured and successfully deployed Sage Intacct Accounting Software Solution for start-up entity
- Prepared and presented to Board and Finance Committees KPIs, annual budgets, quarterly re-forecasts and cash flow forecasts
- Developed and oversaw procurement and contracting, service levels and performance of third-party service providers (bank, insurance, auditor, contract management, T& E, payroll)
Confidential
Vice President of Finance & HR
Responsibilities:
- Monitored the financial and operational activities of entire organization including Finance and Budgeting, Supply Chain, Inventory Control, Production and Revenue Management
- Revamped the Finance and HR departments by right-sizing functions, obtaining material cost savings from renegotiation and rationalizing expense base that were cost effective (reduced monthly expense rate by $70,000) yet increasing productivity and self-confidence
- Undertook comprehensive debt restructuring which led to interest cost savings over $500,000
- Successful renegotiation of line of credit renewals with increased availability and no commitment fees
- Managed and implemented major upgrade of Infor ERP system, INFOR LN
- Implemented key HR metrics and analytics, developed HR dashboards and implemented new employee policies
Confidential
Director of Finance
Responsibilities:
- Partnered with CEO and Senior Executive Management team to implement five (5) year Strategic and Sustainability Plan
- Handled dual responsibilities as acting CFO and Controller managing financial function while overseeing business growth and implementing formal financial turnaround scheme for the organization
- Developed and implemented a financial recovery plan to overturn the center’s tough financial situation; this included right-sizing, material cost savings from renegotiation capturing $180,000 in monthly costs savings
- Undertook comprehensive cash management review that lead to an emergent bankruptcy quick turnaround
- Successfully renegotiated line of credit renewal and forbearance agreement due to several bond covenant violations
- Introduced structure and process improvements to functional areas of treasury, cash & banking, inventory control, revenue billing, risk management & insurance, accounts payable, grant accounting, budgeting and financial reporting
- Developed and enhanced monthly and annual reporting to Management and Finance Committee for enhanced transparency
- Revamped the financial accounting to conform to US GAAP which led to numerous corrections and remediation of errors identified in the financial records and/or internal control deficiencies
Confidential
Senior Financial Reporting Manager
Responsibilities:
- Consolidated approximately 50 wholly-owned domestic and foreign subsidiaries of a billion-dollar commodities company, and a subsidiary of a Fortune 500 company, Sempra Energy, CA
- Assisted in the preparation of SEC financial reporting (i.e., Form 10-Ks, 10-Qs) and Sarbanes-Oxley s (SOX)
- Prepared consolidations and quarterly and annual reports of domestic and foreign corporations in US GAAP and IAS
- Prepared quarterly and financial covenant calculations for bank financing and cash flow modeling
Confidential
Assistant Controller & Accounting Compliance Manager
Responsibilities:
- Managed general accounting, SEC financial reporting and compliance function (i.e., Form 10-Ks, 10-Qs, 8-Ks & SOX)
- Created monthly analysis of variances to corporate budget and monthly management dashboard reporting
- Maintained Sarbanes-Oxley and corporate governance charters and policies for audit and compliance committees
- Managed daily cash flow to ensure proper availability of working capital, bank financing and debt compliance
Confidential
Director of Internal Audit
Responsibilities:
- Instituted and managed the internal audit start-up function, reporting directly to the Audit Committee
- Played key role in developing Sarbanes-Oxley 404 implementation plan and lead compliance
- Developed and oversight of corporate governance charters, policies and procedures in establishing effective corporate governance for audit and compliance committees
- Instituted a centralized purchasing function including competitive bidding procedures and procedures and implemented department-wide approval authority guidelines. Brought costs under control resulting in 60% cost savings
- Boosted effectiveness of marketing strategies of pay-per-view business leading to increased buys
Confidential, Stamford
Audit Manager
Responsibilities:
- Planned and supervised and participated in financial statement and internal control domestic and international audits of public and privately-held companies. Industries included consumer products, retail, manufacturing, telecommunications, healthcare, transportation
- Supervised, coached and evaluated large teams on multinational engagements
- Managed and supervised the due diligence, acquisition and integration of a $9 billion international transportation services including:
- Managed the audit for a $300 million services client emerging from bankruptcy and implemented fresh start accounting
- Participated in due diligence audits requiring comprehensive financial analysis of target company for potential buyer of sales and services telecommunications client, including completing the audits for a three-year period