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Dynamic, hands on, seasoned C-Level finance executive with over 25 years corporate experience, Big 4, Certified Public Accountant in the State of New York. Self-dedicated leader with the ability to formulate sound financial controls to ensure accurate and timely financial reporting, compliance with corporate rules and regulations to support long term business plans and risk management. Demonstrated ability to assess value and promote operational efficiencies. Takes initiative to productively work with senior management to prepare multiple location budgets, present cost efficiencies throughout the organization, analyze financial position to allow key management to make fast and accurate decisions to effectively achieve company goals and objectives. Experience with consolidations, quarterly 10-Q and Annual 10-K, SEC filings, SOX reporting, cash management, budgeting and financial reporting. Manage relationships with external auditors, insurance brokers, health care benefits, banks and other financial institutions. Excellent verbal and written communication skills at all levels.Specialties: Financial Statement Preparation & Analysis Restructuring Policy & Procedures Creative Problem Solving Operational Efficiencies 10Q & 10K Preparation GAAP and UK GAAP Forecasting & Analysis FX Exchange Cash Flow Analysis Banking & Insurance Relationships SOX Policies & Procedures Worked closely with IT, HR & Operations
Jci Jones Chemicals, Inc.
View- Website:
- jcichem.com
- Employees:
- 37
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CfoJci Jones Chemicals, Inc. Feb 2002 - PresentJoined JCI as a full time CFO after consulting for three months in 2002 while working for Deloitte and Touche. Built an accounting and finance team, wrote and implemented accounting policies and procedures, streamline operations and managed banking, Audit and Tax relationships. Managed an upgrade to the current IT system, redesigned entire accounting and finance software. Managed the Company’s 401k plan, insurance plans to include health, general liability, bonding, environmental, and D&O. Served as Treasurer on the Board of Directors in 2002.Left to pursue other opportunities, In 2018 was asked to re-join JCI to work closely with the 4th generation of Jones’ transition to Executive managing the finance and accounting sector.• Report all financial results to management and the Board on a monthly basis.• Responsible for all accounting and finance functions with a staff of up 6 individuals. • Assist in overseeing operational efficiencies by streamlining operations of 12 branch locations.• Maintain operating budgets for 12 branch locations and report budget to actual performance • Responsible for all financial reporting, and cash management.• Implemented policies and procedures over financial reporting • Lead a software implementation and prepared data for an accurate migration; mapped all documented all systems processes for accurate reporting of operational and finance departments. • Manage all banking and audit relationships
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General ManagerHealthcare Iq Feb 2016 - Nov 2018Clearwater, Florida, UsA 50% owner of MedTel Services, LLC brought me on board to join his team and lead the operations of the new proprietary software that was going to be built and rolled out. Joined the Company as acting GM while also as CFO of MedTel Services, LLC as well as effectively managed several other budgeting and forecasting for several other affiliated Companies.Managed cash flow and implemented operational efficiencies. Negotiated Vendor Contracts, worked closely with legal to execute and prepare customer contracts.Assisted in the hiring and forming of the Research and Development team. Negotiated all vendor contracts for plug in software. Vetted, reviewed software for relevance and negotiated pricing. Worked closely with R&D to implement and roll out new software purchased. Trained and utilized big data software to manage the Company’s two largest contracts while the new data software stack was being built. Managed an Executive team of 10 individuals and reported directly to the CEO of the Company. Provided Operational, Finance and R&D initiatives updates to the CEO on a weekly basis in finite detail so critical business decisions could be made. -
Chief Financial OfficerMedtel Services, Llc Feb 2012 - Nov 2018Bradenton, Florida, UsAssisted Teltronics, Inc. through a Chapter 11 restructuring. Negotiated the purchase of the assets of MedTel Services, LLC s for two Preferred Shareholders of Teltronics, Inc. and negotiated a partial sale to a 3rd party an equity portion of the company. Managed all aspects of the business, including treasury, banking, accounting, tax, HR, MIS and risk management. Also responsible for strategic financial planning including budgeting, cash flow planning, and forecasting. Oversee financial and accounting system controls and standards and ensures timely financial reporting to the partners. Manages relationships with bankers/lenders, tax advisors, legal counsel, executive team and partners. Working side by side with President and CEO on all aspects of the business from sales, marketing, and operations. Manage all marketing efforts, assisting in hiring of new sales personnel to grow business portfolio, leading HR, MIS, Marketing and Finance.Able to close month end books and records and have financial statements prepared, analyzed and distributed within 10 days after month end.Worked closely with CEO on all aspects of the business operations and finance on a daily basis. Ensured properly documented procedures. Trained staff effectively to ensure full visibility into the all aspects of the company. Provided timely reporting and insight to financial data daily, weekly and monthly in order to allow the executive team to make critical decisions in a timely manner. -
Chief Financial OfficerTeltronics, Inc. Oct 2008 - Feb 2012Palmetto, Fl, UsUpon joining Teltronics, Inc. immediately prepared budgets for shareholders and the banks. Lead a $6.8 million dollar budget cut initiative, restructured the finance and accounting processes, assessed and overhauled IT systems flow of information, redesigned General Ledger accounts for faster closing, review and reporting of financial informationPrepare effective financial analysis, forecasts, monthly, quarterly and annual financial statements for the Board of Directors, Banks and Shareholders. Manage all preparation of SEC filings and other relevant filings. Presented financial results to the Board of Directors and Shareholders quarterly and annually.Developed an effective cash planning system to monitor all cash flow in and out of the company, prepared daily cash reconciliations, cash flow forecasts to determine cash needs necessary foroperations Revamped accounting and finance department in by streamlining processes and implemented effective internal controls which led to a decrease in accounting staff from 15 to 5. Effectively managed several budget cut initiative to cut costs to meet the companies profitability goals totaling over $10 million dollars in 2 years. Implemented upgrade to our current IT system processes and restructured general ledger flow of information to ensure transparency in all financial reporting in 6 months. Develop effective analysis of monthly and quarterly financials to drive critical business decisions. Manage all relationships with Lenders, Insurance Agents, and Benefit providers. Built effective relationships with vendors and customers to ensure trustworthy practices. Centralized the UK division’s accounting and financial reporting, proficient in UK GAAP rules and regulations, FX Exchange and managed UK Audit with international Audit Firm. -
Senior AuditorDeloitte & Touche Dec 1999 - Feb 2002Worldwide, OoAreas of audited expertise include: manufacturing, governmental, real estate REIT and Non-REIT management companiesFamiliar with HUD rules and regulations, governmental OMB A-133 and other pertinent required regulations for areas auditedIndependently planned and performed audits, reviews, and compilation engagementsPrepared tax returns for non-for-profit, individuals, corporations, partnerships, estates and trustsPrepared financial statements and footnote disclosures for a variety of industriesSupervised and trained other team members with various dutiesActively participated in marketing, recruiting, and planning of team events -
Senior AccountantInsero & Co Jun 1997 - Dec 1999Areas of audited expertise include: manufacturing, governmental, real estate REIT and Non-REIT management companiesFamiliar with HUD rules and regulations, governmental OMB A-133 and other pertinent required regulations for areas auditedIndependently planned and performed audits, reviews, and compilation engagementsPrepared tax returns for non-for-profit, individuals, corporations, partnerships, estates and trustsPrepared financial statements and footnote disclosures for a variety of industriesSupervised and trained other team members with various dutiesActively participated in marketing, recruiting, and planning of team events
Angela Marvin Skills
Angela Marvin Education Details
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St. John Fisher UniversityAccounting
Frequently Asked Questions about Angela Marvin
What company does Angela Marvin work for?
Angela Marvin works for Jci Jones Chemicals, Inc.
What is Angela Marvin's role at the current company?
Angela Marvin's current role is Dynamic and Strategic CFO.
What is Angela Marvin's email address?
Angela Marvin's email address is an****@****ciq.com
What is Angela Marvin's direct phone number?
Angela Marvin's direct phone number is +194174*****
What schools did Angela Marvin attend?
Angela Marvin attended St. John Fisher University.
What are some of Angela Marvin's interests?
Angela Marvin has interest in Children, Kids, Investing, Civil Rights And Social Action, Electronics, Nascar, Environment, Education, Home Improvement, Reading.
What skills is Angela Marvin known for?
Angela Marvin has skills like Financial Reporting, Internal Controls, Financial Analysis, Sarbanes Oxley Act, Auditing, Accounting, Finance, Management, Sec Filings, Leadership, Forecasting, Executive Management.
Who are Angela Marvin's colleagues?
Angela Marvin's colleagues are Jaih Osczepinski, Gramps Oneil, Scott Dickson, Keith Gore, Maureen Hoar, Michelle Trammell, Tim Seth.
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