Anatomic pathology laboratory serving hospitals and office-based physicians in Florida, North Carolina and Tennessee.

Responsible for managing the financial operations of the organization, ensuring its financial health and sustainability. This role involves overseeing financial reporting, budgeting, forecasting, financial analysis, and compliance requirements. As a Nonprofit CFO I collaborate closely with the CEO and Board of Directors to develop and implement financial strategies aligned with the organization’s mission and goals.Key Responsibilities Include Financial Management: Develop and implement financial strategies supporting the organization’s mission. Oversee accounting, budgeting, forecasting, and financial analysis.Ensure accuracy and completeness of financial records. Present financial reports to the CEO and Board of Directors. Manage compliance with financial reporting and regulatory requirements.Budgeting and Forecasting: Lead the annual budgeting process. Monitor performance against budget and provide updates. Maintain financial forecasting models for long-term planning.Strategic Planning and Leadership: Collaborate with senior leaders to develop strategic plans.Provide mentorship to the finance team. In-depth knowledge of risk management methods.Build forecasting models.

Hyper Growth startup requiring a complete build out of internal infrastructure.Transitioning QuickBooks to a full ERP system, NetSuite.Hiring and structuring the Finance and Accounting Department.Written and adopted numerous handbooks and policies, including Comp Plans, T&E, Purchase Order and Requisition.Delivered and implemented the AMEX OneAP Virtual purchase card platform.Departmental Budgets, Costing, and ForecastingCash Forecasting ModelingExternal Audit Preparation and DeliveryAsset Acquisition, Real Property, Lease and Contract negotiations

Prepare and interpret financial information (including statistical data and reports).Provide company owners and shareholders with information on the financial impact of management action.Plan, coordinate, and execute the annual budget processFull Outside Audit completion.Sales Tax Nexus Audit, VDA Agreements, and Avalara Software implementation.Wrote ASC 606 policy and implementation standards for Deferred Revenue and Capitalized Costs.Achieve budget objectives by scheduling expenditures; analyzing variances; and initiating corrective actions.Forecast cash flow and financing requirements.Maintain relations with banks, other financial institutions, and shareholders.Coordinate annual audit and tax related issues.Represent the organization externally, as necessary, particularly in banking and lease negotiations.Proactively help in redesign and implementation of the company’s inventory management, ecommerce systems and accounting operation processesManages month-end close process including the accurate and timely recording of income, expenses and changes in assets and liabilities on a monthly basis in accordance with US GAAP requirementsCalculate and issue financial and operating metricsHiring, Training and Retaining competent accounting & finance staff as required

Financing specialist in Energy, Renewable, and Alternative, Oil and Gas projects, Waste to Energy, Fischer–Tropsch, Hydro Electric, Bio fuels, Solar, MRF's, Wind, and other. Multi-family, Real Estate, Hospitality, Manufacturing, Sea Ports, HUD Specialist, and more... Debt, Equity, Mezzanine, Bridge, Private and other.

Consultant services for development and implementation of a Document Management Services Division. Services including In Plant and Off Site Shredding, Scanning, Cloud Storage and other.

Marketing/Operations/Finance/Acquisition Recyling Industry Paper, Plactic, Shredding, others. Company sold to International Paper.

Waste, Recycling, and Landfill Industry

Great White Fleet Transportation Backhaul Division to Costa Rica, Honduras, Panama. Travel to and from Auditing and Analysis

Held Secret Clearance as a Precision Measurement Technician on Aviation Equipment. Worked in secure labs both on and off base.