Boardwalk Business Group offers a continuum of core financial, accounting, strategic advisory, controller and CFO services.

While reporting to the CEO/President, responsible for directing major administrative functions such as the operating and capital budgets, accounting functions, budget development, financial forecasting, cash control, treasury management, procurement operations, compliance, Sarbanes-Oxley, preparation for annual audits, staff management, and long-range financial projections. Supports the administration of Title IV programs and insurance/risk management.  Promote the financial well-being of the College including accessibility, value, and affordability for students and stakeholders. Provides budget management while monitoring investments and safeguarding all assets of the organization.  Streamlined the month-end close process which resulted in successfully closing month-end on time which hadn’t taken place prior to my arrival.  In leveraging KPIs, predictive models, and activity-based financial analysis, was able to provide insight into the institution’s operations and business plans by contributing to the development of a Management Dashboard.  Manages Sarbanes-Oxley internal control assessment from procurement of 3rd party support. Through the development, design, testing, and remediation of key control procedures, compliance was achieved. Developed and implemented procedures, processes, and disciplines required to maintain a solid and reliable control environment which resulted in meeting accreditation requirements, including composite scores. Continued engagement with internal and external auditors, and banks etc. to ensure compliance with laws and regulations of various regulatory bodies. Directly manages a team of 3 financial professionals as well as indirectly manages Student Financial Services and Financial Aid staff.  Assists in Merger & Acquisition process to support Ambow Group through due diligence and collaboration for potential College acquisitions and Shared Service recommendations.

Responsible for financial reporting of North American Business. Planned and executed integration of two, $500M interactive, advertising agencies. Developed Organizational Design of new business structure to better track results and establish accountability standards around leadership cost centers within the organization. Created business planning processes and provides strategic support to internal customers throughout the business as well as the parent company, Publicis Groupe, headquartered in Paris, France.  With prior Groupe experience, tasked with integrating a recently acquired company to Groupe reporting standards. Reviewed and analyzed mapping of legacy structure, identified inconsistencies within GL reporting, and recommended corrective actions for compliance. Developed internal Client Profitability Reporting to conform with Groupe reporting standards. Trained legacy staff on new Client Profitability Reporting process for over 500 clients. Tracked and prepared data provide corporate stakeholders with both the most profitable and least profitable clients’ margins.  Managed a five-member “Swat” team through post-merger development and execution of Leadership Organizational Structure consisting of two, $500M interactive, advertising agencies. Worked with key leadership members to develop budgeting procedures for new departmental reporting structure. Developed reporting tools utilized for “ground-up” budget process. Planned and executed the transition of legacy reporting structure into new, integrated system which included the evaluation and conversion of legacy project data. Worked with accounting department to eliminate obsolete project data by excluding or remapping into new reporting structure.

Responsible for strategic long range planning process, capital planning, annual operating budget, logistics planning & analysis, semi-annual client audits, profit improvement initiatives and earnings forecasts. Responsible for administering financial statements and managing monthly closings, accruals and revenue/expense analysis.  Developed financial and data models to aid in providing actionable, insightful analysis to Executive Leadership. Creates business planning processes and provides strategic support to internal customers throughout the business as well as the parent company, Publicis Groupe, with headquarters in Paris, France. Created a business plan that led to annual margin growth of 8%. Worked with all areas of agency to determine cost (fee) associated with annual client Scope of Work. Required to provided team with historical data to help inform decisions related to the development of a comprehensive staffing plan required to execute the Scope of Work derived by the agency and client. Managed a 3 person Financial Reporting team responsible for monthly close process, monthly management reporting and variance analysis; P&L administration, policy and process. Served as Change Agent on agency’s SAP Conversion Implementation Team, working to convert the current legacy system into a new worldwide SAP Financial Reporting System. Financial reporting transitioned successfully and was noted as one of the best prepared agencies in roll out. Assumed dual Senior Manager of Finance roles with Saatchi and Saatchi LA and sister agency Team One. Tasked with running the financials, on-boarding and training both new Senior Financial Analyst and Senior Manager of Finance, while maintaining all responsibilities at home agency. Acted as Design Team Member tasked with assisting in the development and roll-out of the agencies Cultural Development Plan. Also, participated in creating agencies Rewards and Recognition Program.

Responsible for financial statements: monthly closings, journal entries, accruals and revenue/expense analysis. Conducted monthly budget and variance analysis for client, department and office categories to be reviewed with department heads and field offices. Created and implemented Financial Reporting system used to review actual results as they compare to budget. System also used to complete monthly reforecast and identify earnings opportunities and expense reductions. Analyzed actual results versus budget and prior year results as they relate to revenue, expenses and Client’s P&L’s. Communicated results to department heads making recommendations for improved performance and bottom line health. Facilitated initiatives in a year of 7% revenue reduction to yield bottom line margin improvement. Created tools that led to 7% reduction in operating costs. Spearheaded efforts to establish Sarbanes-Oxley financial monitoring control system and ensured compliance. Volunteered to become a Sarbanes-Oxley Internal Control Auditor and participated in financial audits at sister agencies.

Responsible for timely, accurate reporting and identification of key issues/trends impacting company’s operating performance. Managed strategic, capital and annual planning processes. Responsible for the review of monthly operating results with departments and preparation of monthly/quarterly financial presentations for senior management. Produced quarterly and annual reports. Maintained account structures and fiscal records and ensured the integrity of data reflected in the corporate financial systems. Implemented Accountants Receivable systems for the invoicing, tracking and collections of $30 million in sponsorship revenues. Directed and participated in the completion of business contract briefs as well as ensuring the adherence to terms. Maintained and distributed Game Analysis files (event day revenue tracking file utilized by senior management to evaluate the business).

As Financial Controller at Dodger Stadium, managed P&L for a $28 million operation. Responsible for identifying and analyzing key issues/trends impacting company’s operating performance. Oversaw annual budgeting and monthly forecasting process. Directed the review of monthly operating results and preparation of monthly/quarterly financial presentations for senior management. Provided multi-unit financial support, regional system implementations as well as compilations of Regional Operations review. Achieved bottom line financial forecast with over 100% growth over 3 year period.  Installed and implemented new inventory/sales reporting network Conducted extensive labor analysis to facilitate negotiation of Union Labor Contract. Executed in depth analysis of COGS and other costs associated with operations. Implemented labor cost tracking system which led to 3 year labor reduction of over 5%. Managed a staff including Payroll Manger, Office Manager, Cash Manager and a team of Accounting Clerks.

As Assistant Financial Controller at The First Union Center, responsible for Operational Accounting for a $35.5 million multi-unit operation. Provided senior management with reliable earnings forecasts and risk analysis. Initiated cooperative working relationships between all corporate functions to ensure timely closings, accurate reporting and well coordinated annual internal audit reviews.  Directed collections of extensive outstanding Accounts Receivables. Coordinated seasonal planning and monthly forecasting, closing and account analysis.  Supported cross-functional teams in developing high-impact/actionable seasonal budgets.

Responsible for day to day operations management of $19.6 million account consisting of 400 employees.  Prepared Fiscal Forecast as well as sales/labor analysis. Supervised and trained Management Trainees. Collaborated with Labor Union to improve overall quality of work environment.  Scheduled and staffed employees for seven day work week operation.