Performed tax, accounting and advisory services for small and medium-sized businesses. Responsible for year-end accounting entries and completing tax returns for corporations and pass-through entities (S-Corporation and Partnerships), as well as, high net worth individuals.• Provided guidance for Q-sub consolidation and grouping passive activities

Led all financial-related functions including financial statement reporting, external audit and stock valuation processes, contract preparation, review and interpretation, pricing and risk management. Managed IT department responsible for business system integrity, software development, hardware requirements and disaster recovery/business continuity. Served as a member of the Employee Benefits Advisory Committee. Managed staff of 19.• Managed, as the executive sponsor, successful ERP… Show more Led all financial-related functions including financial statement reporting, external audit and stock valuation processes, contract preparation, review and interpretation, pricing and risk management. Managed IT department responsible for business system integrity, software development, hardware requirements and disaster recovery/business continuity. Served as a member of the Employee Benefits Advisory Committee. Managed staff of 19.• Managed, as the executive sponsor, successful ERP implementation migrating from a mainframe processing environment to a cloud solution. Completed 10% below estimated budget of $590k• Negotiated new banking relationship to provide sufficient working capital needs while improving liquidity by $1.0 million• Improved cash flow $300k and improved earnings $500k by discontinuing an unprofitable business segment• Managed $1 million bond portfolio generating a 6%-7% yield• Reduced headcount 30% in one department by outsourcing compliance-related functions such as sales tax reporting and eliminating non-value add work Show less

Performed management financial analysis for five of the six divisions, focusing on the annual plan and monthly / quarterly earnings forecasts. Managed staff of 6.• Leveraged company’s financial model to improve the month-end variance reporting and reducing turnaround time 66% from reporting to analysis

Led the business planning process identifying monthly and quarterly actions that supported the budgeted financial objectives for the Americas’ Region. Focus areas were sales, productivity, safety, staff development and cost reduction. Involved managing the work of 50 people ranging from Presidents to Directors in a highly matrixed environment. Annual revenue approximately $935 million.• Played a key role in the conceptualization and implementation of a tactical business planning… Show more Led the business planning process identifying monthly and quarterly actions that supported the budgeted financial objectives for the Americas’ Region. Focus areas were sales, productivity, safety, staff development and cost reduction. Involved managing the work of 50 people ranging from Presidents to Directors in a highly matrixed environment. Annual revenue approximately $935 million.• Played a key role in the conceptualization and implementation of a tactical business planning process, which increased operating margins by 50% within 2 years. Improved margins were sufficient to eliminate goodwill impairment of $30 million required in the previous year Show less