SUMMARY

• Accomplished finance and accounting professional with more than twenty years of progressive leadership growth, in various roles, within a diverse range of public companies.
• Results - focused leader, with a record of leading, motivating, and inspiring teams of professionals to operate as cohesive units to achieve the timely completion of strategic projects and initiatives with demanding deadlines.
• Highly skilled at communicating parameters of complex business transactions to both front-line leaders and senior executives, utilizing advanced knowledge of GAAP and SEC rules and regulations.

PROFESSIONAL EXPERIENCE

Confidential, Orlando, FL

Chief Financial Officer

Responsibilities:

• Act a business partner to the CEO to guide and build value in the company.
• Provide support to the Board of Directors and shareholders as needed.
• Oversee financial elements of strategic partnership and/or M&A efforts.
• Manage treasury, accounting and compliance functions with the necessary processes and internal controls to safeguard the corporate assets required by Sarbanes-Oxley.
• Coordinate the preparation of SEC reporting, internal financial statements, financial reports, special analyses and information reports.
• Provide timely, accurate analysis of budgets and financial reports to assist the CEO and other executives with their responsibilities.
• Oversee completion of timely annual audited financial statements.
• Provide strategic financial input and leadership on decision-making issues affecting the Company (i.e., evaluation of potential alliances, employee benefits, 401(k) plan stock compensation plan, annual bonus plan and investments).
• Ensure compliance with all tax reporting requirements including income tax, franchise tax, sales tax, and employment taxes.
• Coordinate with appropriate legal counsel relating to financial and corporate governance compliance and risk assessment matters.
• Manage and supervise hiring, promoting, disciplining, or terminating employees. Negotiate annual health benefits.
• Oversite of payroll, human resource capital and policy making and enforcement.
• Serve on planning and policy-making committees.

Director of Financial Reporting and Human Resources

Confidential

Responsibilities:

• Responsible for all SEC filing requirements including beneficial ownership, edgarization and XBRL tagging.
• Responsible for the internal controls over financial reporting which I brought in house, saving the company $60K annually.
• Performed technical research and implementation of new accounting standards.
• Oversite of payroll, human resource capital and policy making and enforcement.

Confidential, Orlando, FL

Director of Financial Reporting

Responsibilities:

• Preparation of ’34 Act SEC filings, preparation of prior performance tables for offering documents;
• Monitoring compliance with prospectus, articles of incorporation and by-laws;
• Sarbanes-Oxley compliance;
• Coordination of the annual 10-K audit with external public accountants;
• Technical research and implementation of new accounting pronouncements

Vice President of Private Equity Accounting

Confidential

Responsibilities:

• Responsible for the accounting and required compliance of numerous CNL private equity funds at various stages of life ranging from the initial equity raise and acquisition stages to asset liquidation and sales stages.
• Coordinate and oversee the annual audits of ten of the private equity funds /entities.

Confidential, Lake Mary, FL

Corporate Controller

• Performing the functions necessary to plan, control and direct the organization’s Corporate accounting and finance activities;
• Assisting and advising the CFO in executing strategic initiatives to ensure a strong financial position and compliance with GAAP, SEC regulations and statutory guidelines;
• Developing and monitoring internal worldwide financial policies and procedures;
• Developing the talent base of the department, assisting line management in their fiduciary responsibilities and making decisions based on conclusions for which there is little precedent.

Director of Financial Reporting

Confidential

Responsibilities:

• Supervision and preparation of all SEC filings, stand-alone audited financial statements for several joint ventures; preparation of prior performance tables for offering documents; monitoring compliance with prospectus, articles of incorporation and by-laws; coordinating efforts with the Marketing Department to complete the quarterly letter to stockholders and quarterly press releases;
• Assisting accounting department as needed in the preparation of audit documentation, for annual audits and quarterly reviews, and technical research and implementation of new accounting pronouncements.

Confidential, Rochester, NY

Director, Business Operations

Responsibilities:

• Primary objective was to implement business policies and strategic initiatives, and “troubleshoot” underperforming areas through direct interaction with functional group leaders for $75M division reporting to COO. o Identifying and developing qualitative and quantitative data that supports the COO in effectively managing departments to budget and forecast; o Monitoring business performance; o Assessing financial stability of the Divisions, identifying and assessing growth potential of the business, and participating in the conceptual strategic goals for the Divisions.