Chief Financial Officer And Director Of Human Resources Resume Example Asure Software

CHIEF FINANCIAL OFFICER AND DIRECTOR OF HUMAN RESOURCES

Professional Summary

Enterprising, hard-working, and technically skilled Chief Financial Officer and Human Resources Executive, known for accuracy, attention to detail and timeliness in managing a wide variety of high-level functions for diverse-industry employers. Forward-thinking Senior Executive with a proven record of accomplishment during a 15-year career. Driven and ambitious change manager dedicated to continuous business improvement focused on enhancing revenue and streamlining business operations. Diligent in driving profit maximization through multifaced business approaches. Forward-thinking Senior Executive with proven record of accomplishment in multiple industries during fifteen-year career. Driven and ambitious change manager dedicated to continuous business improvement focused on enhancing revenue and streamlining business operations. Diligent in driving profit maximization through multifaced business approaches.

Skills

Strategic Planning and Organizational Leadership
Budget Preparation and Analysis
Systems and Technology Utilization
Strategic Human Resources Planning and Management
Merger and Acquisition Management
Benefit Plan development and Implementation
Executive-level leadership and guidance

Business operations
Relationship development
Team management
Process improvement
Financial Management
Operational decision making

Work History

Chief Financial Officer and Director of Human Resources, 04/2018 to Current
Asure Software – Nashville , TN

Oversees the daily financial and human resource operations of Northstar Wealth Partners, including the preparation of monthly, quarterly, and annual financial reports, developing the appropriate internal control procedures to encourage the effective and efficient operations with governing laws and/or regulations.
Responsible, as a member of the executive leadership team, for the overall financial strategy and management of accounting, finance, human resources, administration and information technology functions.
Key Results: Develop and analyze information to assess the current and future financial status of the organization including budgeting, cash, and revenue forecasting Prepare commission reports and payments for 15+ advisors utilizing broker dealer reporting tools Develop and maintain multi-level payout grid that will incentivize advisor practice growth and retention Perform year end processes and provide required reporting to outside CPA firm Preparation of financial reporting for outside consultants and regulatory agencies as required Maintain records for and process and record bi-weekly payroll and 401k for staff Manage general ledger accounting and Accounts Payable functions in a timely manner Facilitate benefits including health, disability, and vacation Manage staff expectations, hiring processes, and complete annual reviews Maintain personnel files and record keeping Support financial functions for owner LLC Prepare financial forecasting and modeling for recruits Establish, document, and implement policies and procedures as necessary Collaborate with Firm Partners, Chief Compliance Officer, and Operations Coordinator Maintain Capital Expenditure record keeping and documentation including Annual Property Tax filings Participate and achieve goals of Committees as assigned (Finance, Marketing, Operations) Manage West Hartford Office Operations.

Senior Accountant / Benefits Coordinator, 07/2011 to 04/2018
American Psychological Association – Wausau , WI

Performed a variety of Accounting and Human Resources duties supporting CFO and Human Resource Vice President.
Updates and maintains accounting journals, ledgers and other records detailing financial business transactions (e.g., disbursements, expense reports, accounts receivables, accounts payable).
Processes month-end-closing, year-end-closing and account reconciliations.
Completed full accounting cycle of company's working capital, including financial reporting, audit, and tax preparation.
Point of contact for all benefits needs to both current and retired employees.
Helps company comply with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions for both Accounting Human Resources departments.
Conducts benefits enrollment for new employees and implements and manages open enrollment for current employees.
Key Results: Processes company-wide expense reports on a weekly basis and ensures all IRS guidelines are followed.
Prepares a variety of year tax documentation and maintains supporting schedules.
Processes and analyzes monthly and yearly budgets for all departments.
Manages and implements company-wide health benefits program.
Supports multiple departments with special projects as needed.

Tax Specialist II, 01/2015 to 04/2017
H&R Block – City , STATE

Prepared tax returns for individuals and business.
Computes taxes owed or overpaid and completed entries on the appropriate IRS tax forms, following tax form instructions and tax tables.
Interviews clients to obtain additional information on taxable income and deductible expenses and allowances.
Reviews financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Key Results: Prepared and assisted in preparing simple to complex tax returns for individuals and self-employment businesses.
Consulted tax law handbooks and bulletins in order to determine procedures for preparation of atypical returns.
Assisted in reviewing and approving other volunteer's tax preparation before submission.
Furnish taxpayers with sufficient information and advice in order to ensure correct tax form completion.
Educated clients on basic tax principles so that they could better plan their tax liability and where possible deductions and credits might be available to them.

Accounts Receivable Specialist, 08/2009 to 06/2011
Xse Group, Inc – City , STATE

Handled a broad scope of internal processes encompassing the daily management of collections, reconciliation, general ledger and month-end-closings with a main focus on accounts receivable functions; Oversaw the timely, accurate processing of daily posting for seven sub-companies accounts receivable including manual check payments, credit card transactions, and electronic funds transfers.
Maintained adherence to corporate and accounting standards; addressed escalated issues from customer regarding accounts receivable; and ensured accurate and compliant A/R files and records in accordance with company policies and government regulations.
Key Results: Managed the accurate and timely processing of thousands of customer payments per month for large, multi-site organizations.
Assessed and helped to close A/R sub-ledger on a monthly basis, validated content and resolved various issues.
Helped to facilitate internal and external audits as a result of sound recordkeeping and thorough documentation.
Communicated professionally and effectively with customers via phone, email, or fax to resolve discrepancies or disputes with payment remittances and account records.

Education

Masters of Business Administration: 2020
UNIVERSITY OF CONNECTICUT - City, State
GPA: 4.0

Bachelors of Science: Accounting, 2015
UNIVERSITY OF SAINT JOSEPH (Formerly Saint Joseph College) - City, State
GPA: 3.27

Resume Overview

School Attended

UNIVERSITY OF CONNECTICUT
UNIVERSITY OF SAINT JOSEPH (Formerly Saint Joseph College)

Job Titles Held:

Chief Financial Officer and Director of Human Resources
Senior Accountant / Benefits Coordinator
Tax Specialist II
Accounts Receivable Specialist

Degrees

Masters of Business Administration : 2020
Bachelors of Science : Accounting , 2015

Chief Financial Officer and Director of Human Resources Resume Example

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