Stephen Alexander Email & Phone Number

Dallas, Tx, Us

Created a unique coaching program designed to guide entrepreneurs through the intricacies of buying, operating, scaling, and selling businesses. ● Offers personalized coaching and mentorship, ensuring clients achieve financial independence and business success.

Lead a team of 12 accounting professionals across twelve entities, overseeing daily operations and ensuring adherence to accounting standards.Cultivate relationships within the team to maintain a professional working environment with multiple department heads and teams.Perform administrative support as neededPost financial transactions in Quickbooks Online, AX, Sage 300 and Netsuite.Preparation, review, and the submission of the external auditors’ requests. Prepare financial statements, spreadsheets, backup or the notes to the financial statements.Monthly Bank ReconciliationsMonthly Credit Card ReconciliationsMonth End FinancialsSales Tax for multiple statesCash forecastingTrack DSORecord checks and cash dailyDeposit checks daily/ weekly (average 8-20 million weekly)Run and compile weekly reports from Quickbooks (ie. P/L, balance sheets, job costing)Enter weekly payroll Audit all of AR/APMaintain multiple spreadsheets by recording, matching and reporting cash on a daily basis.Coordinate multiple schedules and accounts for different job sites and 6 states.Maintain client relationshipsInvoice for all Accounts ReceivablesInvoice for all Accounts PayableAccept all checks/ACH paymentsCollection of outstanding Receivables and vendorsEnter new jobs into accounting software programsCommunicate and assist with all customers about the steps and processing of their accounts and projects.Speak to adjusters and insurance companies to make sure all sites are compliant.Create files internally and externally.Pay and manage Sales Tax.Prepare and analyze all financial statements, business activity reports, financial position forecasts, annual budgets and reports required.Implementation of new and more efficient policies and procedures.

I Buy RV Parks

Association for Corporate Growth • Set culture for entire company, employees, and services set to maximize employment growth • Oversees daily Operations and Strategic planning • Analyze data, metrics, observations daily and weekly. • Make sure clear, precise directives and narratives for business advancement. Set goals of teams and C - Suite teams for sales, budget and effectively management. • Conduct weekly/monthly marketing/ sales meeting • Manage profitable and effective operations, strategies and inititatives to ensure financial success. Develop short and long term implementation plans are in place, executed and follow through and support. • Collaborate with other senior members and teams. • Responsibility for financial operations cash flow. • Leader of organization to ensure retention strategies for short and long-term term goals. • Build, mainatin and retain relationships with Senior Management and teams to achieve contributions to the companies and employees success. • Maintain excellent people and communication skills. • Leadership with respect and appreciation for all employees. • Adapt easily and effectively.

Chief Financial Officer (CFO) Integrity Portfolio Management, LLC-Dallas, TX January 2021 to Present • Develops and oversees business strategies for various companies, ensuring sustainable growth and profitability. • Implements comprehensive business plans and marketing strategies to maximize ROI for stakeholders. • Provides leadership and mentorship to teams, fostering a culture of excellence and innovation. • Financial budgeting and cash flow management • Mainatin cash flow compatiablity with operations, day to day accounting, internal and external audits and reporting activities. • Risk management through analysis of company overall financial structures. • Compliance with payroll, taxes reporting for compliance of all federal, state, local, sales and use taxes. • Maintain DSO and financial revenue workforce and forecasting • Fiscal management • Strategic planning and leadership. • Establish and maintain business relationships with internal and external teams. • Provide monthly financial budgeting meetings with shareholders and team management. • Knowledge of multiple GAAP • Leadership with positivity