Chief Financial Officer resume example

The non-profit association promoting adoption of virtual care

Helped ATA to stay afloat following fiscal errors of multiple prior CEOs. Brought in to lead implementation of new initiatives in areas of finance, human resources, cash management and contract management. When the company ran out of cash reserves and had to let go 50% of its workforce, was able to scale down finance department from a staff of four, to a part-time team of two.

KEY ACCOMPLISHMENTS:

• Led transition from QuickBooks to Intacct, with redesigned Chart of Accounts and reporting structures for better cost tracking
• Implemented and integrated budgeting platform Adaptive Insights
• Implemented Bill.com and automated workflows
• Convinced the Board and secured new banking relationship
• Facilitated revamping of outdated Policies and Procedures
• Introduced financial modeling, cash flow projections & recommendations to the CEO and the Board

Non-profit accounting consultants

Help non-profit clients with accounting and controllership support. Working with multiple clients ranging in $2-$10M in revenues was often a rescue mission. Upon the start of the engagement with YPTC, clients usually lacked any financial guidance internally and had not kept their books for months, and had an imminent fiscal year-end and audit. Support involved hands-on accounting, processes and procedures' development, best practices recommendations, grants reporting and compliance, financial statements presentation, and recommendations to Executive Directors and Boards

KEY ACCOMPLISHMENTS:

• Achieved 100% audit-ready books and unqualified opinions for all of my clients
• Achieved 100% grant reporting compliance
• Developed and included cash flow forecasting for all the clients as a value-add report
• Strengthened non-profit's own teams by hiring and training their staff
• Focused on implementing proper internal controls and successfully negotiated with clients' auditors

Privately held. Largest parking operator in Canada and 3rd largest operator in the USA.

Impark acquired MarcParc and MarcParc Valet in March 2015.

Impark Controller: Responsible for post-acquisition integration, closing of MarcParc books, calculating net working capital and the realignment of MarcParc's financial activities to fit Impark's processes, systems, and procedures. Groomed to step into the Regional Controller role responsible for $350+ million revenue operations.

KEY ACCOMPLISHMENTS:

• As the most senior remaining MarcParc financial leader, I was the go to person for a variety of operational, customer service and IT transition issues
• Accomplished full accounting transition following acquisition in under 1 year
• Entrusted with Baltimore operations under my controllership, in addition to Washington DC area

MarcParc Controller: Rebuilt the prior finance team, incomplete bookkeeping services, and disparate systems into a high-performance accounting, reporting and financial analysis group, poised for growth and scalability.

KEY ACCOMPLISHMENTS:

• Redesigned MarcParc accounting processes, internal controls, workflows and systems integration that resulted in Finance staff reduction from (9) nine to four (4) employees, saving $500K annually.
• Achieved month-end close and timely preparation of internal and 40+ external financial statements by the 15th of each month.
• Played a key role in the due diligence process, followed by acquisition of MarcParc by Impark.

A strategy consulting firm that helps management create significant bottom-line value improvements

Controller of 3 major lines of business within a family of >20 privately held companies: investments and private equity (Dean Ventures), strategy consulting (Dean and Company) and energy-trading (DC Energy)

KEY ACCOMPLISHMENTS:

• Led research and implementation of FundCount, an in-house GL integrated investment platform for AUM >$500M

Privately held nationwide design-build & foundation construction contractor

ASSISTANT CONTROLLER (2009-2010): Reporting to CFO, responsible for monthly financial reporting packages, and assisted with annual budgets and audits

KEY ACCOMPLISHMENTS:

• Improved business operations by creating job-level financial database for ease of financial or compliance reporting and sales and marketing efforts

SENIOR ACCOUNTANT (2002-2009): Lead month-end close, extensive in-house payroll reporting functions, and compliance reporting

KEY ACCOMPLISHMENTS:

• Supported sales efforts by building and maintaining a library of customer tailored financial and construction documents for quick and complete pre-qualifications. Praised for quick turnaround and completeness of data requested.

TAX ACCOUNTANT (2001-2002): Processed and filed unemployment, sales & use, gross receipts, state/federal/local withholding and other miscellaneous taxes in a timely manner for 30+ states.

KEY ACCOMPLISHMENTS:

• Streamlined tax filing efficiency by initiating web filing processes, ensuring compliance by establishing guidelines for sales and use tax applications for every state. (2009-2010): Reporting to CFO, responsible for monthly financial reporting packages, and assisted with annual budgets and audits

Government contractor providing technology solutions in information systems, environment, telecommunications, defense, and aeronautics

• Responsible for the intercompany accounting of more than $3.3 Mill of leased and fixed assets and business property tax filings.