Highly accomplished, results driven financial management executive with more than 22 years' experience in finance management with a successful Information Technology solutions company. Demonstrated ability to identify profit and losses in order to increase the company bottom line profitability. Strong qualifications in developing and implementing financial controls and processes to increase operational efficiency. Possesses solid leadership, communications and interpersonal skills to establish rapport with all levels of staff and management. CFO, Bookkeeper and Financial Analyst for $2.5M QuickBooks (Online & Desktop) and Peachtree Information Technology consulting company for 22 software applications Microsoft Word, Microsoft years Excel, Microsoft Outlook, Microsoft Visio, Microsoft Accounting & Financial Management Project, Microsoft Power Point, Salesforce.com, Business Planning and Analysis Dropbox Growth Strategy Development Database (DB2, SQL Server, MS Access, MySQL) Performance Measurement Programming Languages (COBOL, SQL, CICS, Financial Analysis & Reporting HTML) Personnel Resource Management Operating Systems (MVS, Windows) Financial Collaboration with Corporate Accountants and Information Technology Project Managers Accomplishments Grew a startup company from a two person organization in 1993 with $250K in sales to a twenty five person organization in 2014 with $2.5M in sales. Revenue has grown an average of 23% each year over the last seven years. The company yielded $27M in total sales since it's inception.
Microsoft Office Suite (Word, Excel, Outlook, Visio, Project, Power Point
Database Management Systems (DB2, SQL Server, MS Access, MySQL)
Database Query Reporting Tools (SQL Server Management Studio, MySQL Workbench)
Programming Languages: (COBOL, SQL, CICS, HTML)
Operating Systems (MVS, Windows)
Accounting Concepts and Principles
Information Architecture and Data Modeling
Interpersonal Skills and Effective Communication
Strong Insurance and Financial Services Business Background
Practical Common Sense
Chief Financial Officer / Financial Analyst January 1993 to CurrentCASE Partners, Inc － Hartford, CT
Participated on the corporate management team as a Financial Analyst maintaining and reporting on the corporate book of record.
Responsibilities included: Ongoing financial data analysis to determine what projects were on budget and what projects were not; Monitor personnel resource allocation on projects to make sure projects were running efficiently; Determine resource (labor and service) needs across the enterprise; Report financial health of projects to the management team; Maintain communication with the corporate accountant throughout the fiscal year; Integrate the flow of financial data from QuickBooks Online to Salesforce.com.
IT Consultant - Information Architect May 2010 to December 2012Travelers Insurance Company － Hartford, CT
Performed consulting services as an Information Architect using the Computer Associates Erwin and Computer.
Associates Gen software for data modeling.
Skills used were relational and dimensional data modeling in order to support transactional, data warehouse, data.
mart, and operational database designs.
IT Consultant - Project Manager May 2011 to February 2012Brooks Brothers － Enfield, CT
Participated as a project manager on the Brooks Brothers project to design and develop a new Intranet portal for use by the many departments within the Brooks Brothers corporate environment.
Project management activities included: Project plan creation; allocate and manage resources required for the project plan; monitor and measure project progress taking corrective action if needed to meet the project plan time lines; report project development status to the project team; keeping project in scope; maintain communication with project stakeholders.
IT Consultant - Project Manger December 2010 to April 2011Metalogix Software － Waltham, MA
Participated as a project manager on the Metalogix project to design and develop a new website www.metalogix.com) that will allow the general public to register, download and install the many software products Metalogix has to offer.
Project management activities included: Project plan creation; allocate and manage resources required for the project plan; monitor and measure project progress taking corrective action if needed to meet the project plan time lines; report project development status to the project team; keeping project in scope; maintain communication with project stakeholders; coordinate activities related to Metalogix's website interfacing with the Salesforce CRM; coordinate the conversion of the MS Dynamics CRM data to the Salesforce CRM.
IT Consultant April 2008 to March 2010Sun Life Financial Insurance － Bloomfield, CT
Project lead, lead designer, information architect, application programmer and team mentor for a group dental claim application system upgrade.
This involved upgrading the CA Gen host and workstation software along with a total application regeneration and regression test.
Created and presented CA Gen (CASE tool) training for application development team members.
IT Consultant January 2007 to March 2008Aetna Insurance － Middletown, CT
Information Architect and data modeler responsible for the data architecture (using CA Erwin) on numerous projects in Aetna's Data Warehouse and Claim domains.
Worked extensively with Project Managers, Application Architects, Development Leads and Database Administrators to insure successful project estimates, plan, design, development and implementation.
Conducted and participated in numerous requirements gathering and data modeling sessions.
B.S. Degree : Systems ManagementBryant University － RISystems Management