• Develop the firm’s technology roadmap; improve the key policies, procedures and systems we use as a firm. • Drive standardization, efficiency and excellence within accounting services and with the leadership team. • Develop and implement team training related to all technology and systems initiatives. • Work directly with the CEO on key strategic initiatives, and act a liaison with key partner relationships.

• Serve as Team Lead for a fully-remote team serving a portfolio of approximately 50 business clients, while ensuring both best-in-class customer satisfaction and employee satisfaction.• Responsible for proposal creation, maintaining margins and key company KPIs.

Providing Management and Financial Consulting for Clients.Specializing in Recruiting, Mentoring for Staff.Serving in Interim Management, CFO, VP Roles during gaps in leadership or during family leave.

Florida small business owner providing personal consulting to help seniors and their families find the most appropriate senior housing and resources for their individual situation (including Assisted Living, Memory Care, Independent Living, In-Home Care Services, and other professional services). My focus was on providing high quality customer service, and recruiting, training and mentoring other Senior Care Advisors as well as complicated contract negotiations.

Served as Administrative Leader on financial and operational matters for Primary Care Clinics with an outpatient clinic base of nearly 20,000 serving infants to great grand-parents, Tri-County Skilled Nursing and Assisted Living Physician Rounding serving nearly 30 communities, an FDA-Approved Clinical Research Trial Site with 12-15 trials on-going year-round, a Multi-Specialty Physician Clinic, a Fitness Center, and an Aesthetic Clinic.

Served as Financial Leader for 2 Primary Care Clinics with an outpatient clinic base of nearly 20,000, an FDA-Approved Clinical Research Trial Site with 12-15 trials on-going year-round, a Multi-Specialty Physician Clinic, a Fitness Center, and an Aesthetic Clinic.

Provided leadership and direction to financial as well as operational matters within the non-profit organization. Led financial stewardship, financial planning and analysis, budgeting, and forecasting duties. Played a key role in analysis and strategic planning based on existing financial and programmatic performance as well as proposed business scenarios and strategies. Administered association-wide grants successfully while continually securing grant funding for programs. Handled historical trending and market analysis in relation to financial optimization. Created and implemented reporting tools to analyze key metrics and benchmarks while identifying innovative solutions. Performed needs assessments, cost, risk, cost/benefit, and breakeven analyses to identify opportunities for improved efficiencies and decision-making. Served as the Director of Safe Start, Infant Survival Swim Program as well as the previous Interim Director of Elementary School Programs. Key Achievements:• Managed all aspects of 20 Full-Service Membership Facilities, 44 School Programs, 2 Child Care Centers, and a Resident Camp with a combined budget totaling over $60 million and more than 1,800 staff.• Directed change management and process improvement initiatives including the transition to a centralized Shared Services model of internal customer service for finance, accounting, IT, and other support functions, which slashed $250,000 from the budget and eliminated 11 headcount.• Contributed to consistent membership and programmatic growth and retention as well as long-term financial stability.• Maintained accountability for $4M in grants and government funding as well as non-traditional funding including proposals, outcomes, reporting, and audits.• Participated in the design, implementation, and evaluation of strategic and operating plans.• Partnered with IT on re-engineering of process improvements and automation to reduce costs, streamline processes, and enhance efficiency.

Directed all aspects of financial stewardship, operations management, change management, human resources, accounting, program development, and facilities management. Supervised teams in performing at optimal levels. Prepared and maintained accountability for all of the organization’s grants and funding sources. Managed all business systems, process re-engineering, and training for all systems and programs. Coordinated delivery of programs from implementation through delivery to evaluation of outcomes. Partnered with local government, school districts, community churches, and specialty vendors to provide services to youth in three counties. Assessed transportation needs, purchased additional vehicles, and continually improved scheduling. Responsible for all funding, benefits, insurances, banking relationships, government agencies, and audits. Identified and coordinated staff development opportunities in safety, programming, and management.Key Achievements:• Streamlined daily activities, enhanced operational efficiency, and introduced change management strategies to boost productivity.• Implemented technology solutions in addition to process improvements, which included centralizing the membership database.• Grew from 3 clubs in one county to 14 clubs across three counties by securing government funding and charitable contributions.• Oversaw all aspects of contractors for construction, renovation, and excavation of all buildings and properties.• Spearheaded effort to improve the integrity of all internal and external reporting, which aided in decision-making processes. • Implemented internal controls, policies, and procedures.

Directed all aspects of financial management, accounting, construction, IT, human resources, payroll, contracts & credit, purchasing, inventory, logistics, fleet management, and environmental, health and safety. Handled cash management, establishment of bonds and lines of credit, and compliance with debt covenants. Managed all funding, benefits, insurances, banking relationships, government agencies, and audits. Key Achievement:• Pioneered the implementation of new corporate ERP system, re-engineering, and training.

Served as the Financial Leader for this Leading Multi-Media & Trade Show Design & Development Company. Managed all staff and operations in Finance, General and Cost Accounting, IT, HR and Payroll and Administration.

Served as the Financial Leader for this Data Acquisition Hardware & Software Design and Manufacturing Company. Managed all staff and operations in Accounting, Finance, HR and Payroll.

Managed the multi-state and international payroll and human resources processing, and worldwide capital asset and capital spending budgets for this world class leader in Machine Vision Engineering & Manufacturing Technologies.