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Summary
Over 20 years of experience in financial leadership roles with proven leadership expertise, strategic planning, financial planning, analysis, along with corporate expense management. Performance-driven business strategist, highly accomplished in managing business development, product development project, implementing marketing initiatives to achieve multimillion-dollar revenue streams. Results-oriented, decisive analytical thinker with proven crisis management skills utilized to drive profitable business functions. Proven analytical skills as demonstrated with budget development, forecasting, cost-containment. Acute understanding of corporate structures. The inter-workings's of divisions, their process, the roles each area plays in a corporation's success. Deliver accurate financial valuations which often translate the true revenue capabilities of the business. Proven Executive Manager with project management skills utilized in promoting the financial backing. Also, with the development of new business entities. Able to undertake independent assignments, consistently following through with the detail necessary to meet business objectives. Executive level IT manager with the ability to develop, deploy, maintain corporate network infrastructures, with the ability to deliver to proven results to the branch level. Ability to understand the infrastructure needed to support small to large businesses. Skilled in the negotiation, procurement, execution of managed network service provider vendor relationships. In depth understanding of mobile workforce development, deployment, support. Critical understanding with all facets of corporate hardware, software. Along with the communication tools needed to support, enable efficiencies.
ESSENTIAL BUSINESS SKILLS
FINANCIAL MANAGEMENT
Financial management
Financial Analysis / Statements
General and tax accounting
Cash-flow report generation
General ledger reconciliation
Month-end and year-end closings
Analytical research / reasoning
Cost Benefit Analysis (CBAs)
Expense Management
Treasury Management
Risk Management
Mergers and Acquisitions
Vendor Procurement
Financial audit
Internal controls development
Budget Development / Analysis / Monitoring
GAAP / Tax
AR and AP management
Payroll management
General bookkeeping
Knowledge / Understanding of multiple accounting systems
.
BUSINESS / TEAM DEVELOPMENT
Product and Program Deployment / Deployment
Strategic Planning
Business Management
Consulting
Team building / Collaboration
Sales/Customer Relationships / Retention
Troubleshooting
Mentoring and training
Community relations
.
IT MANAGEMENT
Data collection and analysis
Strong technical acumen
Network Administration
MS Office Suite
G-Suite
Communications Services and Management
Email/Internet
SAAS solutions
Multiple Accounting Systems
CRM's
HRIS systems
Experience
06/2015 to Current
Managing Director / OwnerSupporting Strategies – City, STATE,
Responsible for the management of four key areas: Business Management, Business Development, Client Services Delivery Oversight, and Employee Hiring & Retention.
Understand and manage the key metrics of the business on a bi-weekly basis to gain a grasp of how the business is performing.
Create an annual profit and loss budget and analyze actual results against budget.
Adjust management of the business based on this analysis.
Accurately track the accounting and financial results of the business through the use of either QuickBooks, Xero or Client preferred accounting system.
Approve and send client invoices on a bi-weekly basis.
Manage deposits and collections as necessary, including processing of ACH payments, bank deposits, and processing credit card payments.
Maintain client agreements and ACH forms.
Process payroll for employees on a bi-weekly basis.
Maintain accurate employee and payroll records and remit appropriate tax with holdings; ensure compliance with federal laws governing employment.
Target growing businesses that require a comprehensive accounting and operational support solutions but do not require a full-time resource.
Develop and leverage a network of complimentary service providers (such as CPA's and consulting CFO's), funding sources (such as banks and venture capitalists), and business owners to aid in building the business.
Build and nurture a Community through networking groups, business networking organizations, and your own sponsored Community events.
Maintain positive relationships with prospects and influencers.
Manage customer prospects, leads, and referrals.
Handle sales process from prospect phase to contract execution.
Follow up with prospective leads to drive towards proposals.
Oversee the client on-boarding process to ensure each client is given a positive and consistent experience.
Ensure on- boarding is completed in a timely manner and within budget.
Administer the client termination process.
Keep records up to date and follow up with inactive clients.
Confirm and monitor the teams' use of company processes and procedures to ensure they are providing quality service to your clients.
Ensure deadlines are being met.
Regularly review tasks and client e-mail status to verify they are being completed efficiently, accurately and on-time by Managers and Associates.
Conduct routine check-ins with clients.
Maintain positive relationships with clients through these check-ins and through your Community events.
Work with the Supporting Strategies Talent Acquisition Team to hire and on-board new employees for my Office.
Monitor and address any capacity and scheduling issues.Develop Company culture and foster team building through Company meetings and events.
Have grown organization from no clients to over 30 clients, evolving from general bookkeeping/accounting work to a trusted business advisor involved with many of our clients business decisions.
Introduced several SAAS programs to the franchise network that have allowed for penetration into other vertical markets.
08/2006 to 03/2015
Financial Controller / Director of Information TechnologyAccess Point LLC – City, STATE,
Lead strategic planning, forecasting, financial reporting for a large Regional Professional Employer Organization.
Completed monthly financial statements, along with projected cash flows, reviewing monthly variances.
Directed the finance team in the completion of monthly bank account reconciliations, wire transfer analysis, payroll reporting, payroll tax filing, and general ledger reconciliations.
Developed cost and profitability analyses; monthly variance / trend analyses, financial statements, and forecasting.
Worked with Owners to establish/modify corporate staffing needs, along with corporate financial position.
Managed/modified preparation of the corporate strategic plan, annual, monthly budgets.
Designed strategies to improve financial efficiencies and performance within the transaction cycles.
Responsible for the execution of annual corporate audit.
Oversaw a five person Finance team that was responsible for accounting, treasury management, payroll tax, income tax.
All corporate financial reporting.
Managed the growth of the organizational infrastructure, transitioning from a presence in 5 states to 27 states.
Spearheaded the development of a Corporate Compliance structure to insure proper licensing, withholding, along with the proper remittance.
Provided reporting for Corporation to all Nexus and non-Nexus states.
Responsible for licensing, compliance for all states, municipalities where the company has operations.
Negotiated, structured the recent acquisition of a regional Professional Employer Organization along with a temporary staffing firm.
Spearheaded the negotiation, along with the implementation of a new banking/treasury management relationship including the banking for a recent company acquisition.
Relationship included the addition of four separate lines of credit. Utilizing ACH, EFT, Wire, NACHA, EFTPS, among others.
Treasury Management for the organization with growth of revenues from $60 million to over $300 million annually, spanning as many as 25 different companies within the organization.
Successfully integrated the operations, systems, financial structure of three company acquisitions within a one and a half year period.
All three with multiple state operations.
Developed, reviewed; administered all corporate sales compensation plans.
Implemented, updated, supported the company's current network, data storage; communications network.
This included servers, virtual servers, co-locations, 15 branches, over 200 users (50 remote users or branch users).
Utilized Veem, Windows Server, Window TS (Remote Desktop), Dell, Aberdeen Servers along with deployment of thin client workstations.
Worked with independent audit firms to conduct corporate financial audit, along with its 401k audit.
10/1999 to 07/2006
President / OwnerAlarm Network, Inc – City, STATE,
Orchestrated all aspects of the Low voltage entertainment company.
Incorporated, licensed; developed company's business model.
Responsible for all financial forecasting, accounting, estimating, and vendor procurement.
Interpreted the requirements as defined by the customer and translated them in to results that met or exceeded specifications.
Performed business development, financial management, proposal generation, other administrative functions related to the daily operations of the business.
Responsible for the recruiting, training, hiring of all technical, operations staff.
Built business up to $1,000,000 in annual sales.
Staff grew to over 30 Employees in two branches.
Maintained a Client retention rate of 88% versus industry average 65%.
Developed corporate pricing.
Developed / deployed compensation plans for all revenue producing employees along with operations staff.
Responsible for the risk analysis of all security contracts.
Corporate client portfolio management.
Developed a program for data upload to allow for quick funding times.
Responsible for the negotiation, implementation of all security servicing provider relationships including ADT, Monotronics, etc.
Championed sports marketing campaign with other local ADT dealers.
12/1990 to 06/1999
Vice President Sales and Operations CitiMortgage/Source One Mortgage – City, STATE,
Oversaw the sales, operations of Source Ones Customer Retention Unit, at the time this was the third largest mortgage service portfolio in the nation.
Responsible for General Ledger Reconciliation along with Profit and Loss Responsibilities, including preparation and management of divisional budgets.
Critical in the development of call center infrastructure of a unit that grew in monthly loan originations of $6 million (100 loans) to over $270 million (3000 loans).
Utilized telephony system, ACD, skills based routing to insure proper customer support.
Developed Government refinance program to help slow pay borrowers to refinance their mortgages, thus bringing them current, lowering their payment, helping to instill customer loyalty along with strengthening the portfolio.
Opened a branch specifically for this purpose.
Originations grew to over $15 million (250 loans) per month within a nine month period.
Negotiated, deployed a private label credit card program for Source One Mortgage resulting in $750,000 of net revenue annually for the corporation.
Designed, implemented plan for the development of a Home Equity Lending Division, including budgeting, staffing, product development, pricing, sales and operations forecasts, and back end delivery.
Developed a call center to originate Home Equity loans with our current customers, and to develop new originations.
Rolled out program to our entire retail production network and broker dvision.
Home Equity Division was producing $ 6 million (200 loans) of home equity loans through all channels monthly.
Worked with CitiMortgage to successfully integrate Citi's Home Equity division with Source One's Home Equity division during CitiMortgage's acquisition of Source One.
While employed with Source One I progressed from Originator, Department Manager, Assistant Vice President, Associate Vice President through to Vice President
Education and Training
Expected in 06/1991
Bachelor of Arts: Finance Michigan State University - East Lansing, MI, GPA:
Certifications
Certified Quickbooks Pro-Advisor
Certified Bill.Com Guru
Certified Expense Reduction Consultant
1998 Purdue University -Certified Call Center Manager
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School Attended
Michigan State University
Job Titles Held:
Managing Director / Owner
Financial Controller / Director of Information Technology
