Marc Brady, Cpa Email & Phone Number

Raleigh-Durham, North Carolina Area

Responsible for all accounting and finance duties associated with Crossroads Fellowship church as well as the associated Mission Thrift Store and Crossroads Foundation. Each functional entity exists to develop fully devoted followers of Christ who want to transform the Triangle and the world.

Raleigh Nc

RxSolutions Inc. manages point of sale rebate and pharmacy adjudicated clinical trial support programs for the Life Sciences industry. - Led all due diligence from the RxSolutions side during the eventual sale of the company to Trial Card. - Created forecasts and proforma models essential for the sale of RxSolutions. - Became very proficient using Quickbooks and the import and export functionalities. - Cut the processing time for accounting for all pharmacy transactions and monthly invoicing by over 95% (from 40 hours to 2 hours) through automation. - Developed the first revenue forecasting model for the company that forecasted annual revenues within a tolerance of 4% vs actual amounts. - Led initial implementation of Salesforce.com to provide the company’s first ever CRM and targeting database for the Business Development Team. - Implemented the Concur travel & expense processing system and reduced travel expenses by 10%. - Developed a program to date cost report for RxSolutions’ entire book of business which streamlined the program cost reconciliation process by 75%. - Spearheaded the implementation of new HR and Benefits programs transitioning to a PEO platform. - Cut processing time on company incentive plans by 2 days each quarter (or 40%). - Created on-boarding and off-boarding HR processes as part of the HR responsibilities. - Prepared and gave quarterly financial and operational presentations to the 3 owners and President.

Raleigh, Nc

The Howard Perry and Walston "Family of Companies" was composed of up to 7 distinct companies with common ownership. Howard Perry and Walston Realty Inc. — Residential Real Estate Brokerage Firm. HPW Market Title — A start-up Title Insurance Agency. Alera Financial, LLC — A start-up mortgage banking company. HPW Insurance Services — A start-up property/casualty insurance agency. HPW Properties, LLC — A start-up property management company. GRMS LLC — A start-up full-service relocation company. Lassiter Mill Venture, LLC — A local restaurant. - Consistently improved quality and efficiency of the financial reporting process. - Reduced staffing levels from 18 to 9 while adding the additional accounting responsibilities associated with the 7 entities noted above. - Directly responsible for managing an accounting staff from entry level to the CFO of Alera Financial. - Created multiple financial models and proforma reports for potential acquisitions directly for the CEO and owner. - Re-engineered the commission plans for 600+ realtors and improved the gross margins by 3%. - Selected and implemented a new software system for agent production and commissions. - Created many new reports for the Great Plains Dynamics accounting system. - Created forecasting and P&L forecasting models that were accurate within 5-7%. - Set up a 501-c)3) non-profit foundation and managed all reporting and accounting for the foundation.

Sanford, Nc

- Hired as a staff accountant and was promoted to Accounting Manager and then Controller. - Setup the accounting system and related processes from the ground up with a staff of 8. - Implemented the Lawson GL, AP, AR and FA modules. - Key member of the acquisition team that completed the acquisition of a $6 million manufacturing facility and a $15 million brick distributor. - Reduced month end closing process by 30% (5 days) while increasing the quality of the financial information being provided to management. - Consistently increased accuracy and efficiency of financial data and reporting

Worked on the audit staff and performed audits for a variety of industries including manufacturing, retail, and financial institutions.