Chief Financial Officer providing strategic guidance for small to midsized clients (mostly under $50M topline). Responsible for client’s financial performance and performance towards their personal goals. Clients include pre-revenue, non profit, consulting/service based, software, and manufacturing. Tasked with providing positive insight, guidance, support, financial foresight, industry expertise, and mentorship for my clients. Responsible for managing and training multiple teams with different skill sets across a variety of clients. Provide guidance to executive team on company growth and strategy.

Assist in performing all tasks necessary to achieve the organization's mission and help execute staff succession and growth plans.Train the Finance and Accounting Unit and other staff on raising awareness and knowledge of financial management matters.Work with the CFO/CEO on the strategic vision including fostering and cultivating stakeholder relationships on city, state, and national levels, as well as assisting in the development and negotiation of contracts.Assess the benefits of all prospective contracts and advise the Executive Team on programmatic design and implementation matters.Ensure adequate controls are installed and that substantiating documentation available such that all purchases may pass independent and governmental audits.Provide the CFO/CEO with an operating budget. Work with the CFO/CEO to ensure programmatic success through cost analysis support, and compliance with all contractual and programmatic requirements. Oversee the management and coordination of all fiscal reporting activities for the organization including: organizational revenue/expense and balance sheet reports, reports to agencies, development and monitoring of organizational and budgets.Oversee all purchasing and payroll activity for staff and participants.Develop and maintain systems of internal controls to safeguard financial assets of the organization, oversee the coordination and activities of independent auditors ensuring all audit issues are resolved, and all compliance issues are met, and the preparation of the annual financial statements is in accordance with federal, state and other required supplementary schedules and information.Attend Board and Subcommittee meetings; including being the lead staff on the Audit/Finance Committee.Ensure adequate cash flow to meet the organization's needs.Serve as one of the trustees and oversee administration and financial reporting of the organization's Savings and Retirement Plan.

Director of all accounting and finance functions for a group of lawyers in two joint ventures. Supervise and oversee financial statement preparation and financial analysis, including Income Statement, Balance Sheet, and Cash Flows Statements, G/L, A/R, and A/P in accordance with GAAP standards. Ad Hoc analysis for partnership and clients, oversee financial and accounting day to day activities. Develop, negotiate, and manage external financial relationships and continuously look for ways to strengthen overall financial performance. Created ad hoc financial statements for budgeting and operational analysis for operations. Presented to partners and implemented firm wide.Coordinated with CPAs on key strategies to minimize tax liability and audit risk.Manage over $500 million in capital fund and trust accounts.

Direct and coordinate the accounting, budgeting and other financial operations of the Company; includes providing administrative and technical supervision to staff personnel, documentation and schedules, and reconciled bank statements. Oversee the preparation of required Federal and State financial and payroll reports. Responsible for tax compliance and regulatory reporting compliance. Provide direction and leadership for the financial operations of the accounting department.Managed and implemented policies and procedures for accounting department. Generated yearly budgets, weekly cash flows, and addressed variances with management personnel. Met with shareholders and presented monthly financials. Analysis on various projects which aided in restructuring or eliminating various projects.Managed revenue of $5million in sales annually. Managed the financial analysis for acquisition for SD Reader of Get 1 Free Magazine. Headed Cost Volume Profit analysis on a client subsidiary which was found to be unprofitable. Suggested changes to minimize expenses and maximize profits.Cost analysis based on demographics and marketing metricsFinancial analysis and Money Management for 15+ clients, net worth of over $800M Assisted in the creation of complex tax entities for various clients to minimize tax liability.