Steve Jones Email & Phone Number

Miami/Fort Lauderdale Area

As CitiMED's Chief Financial Officer, my primary responsibilities and essential functions are:- In collaboration with the CEO and shareholders, develop budgets and annual strategic plans for the business and establishing best practice policies and guidelines; - Establish strategic Key Performance Indicators "KPI's" aligned with the broad business plan and proactively monitor/measure actual performance to ensure target KPI's are met or exceeded; - Lead the accounting and finance team and oversee all functions; such as financial planning, internal and external financial reporting, forecasting, financial modeling, budget to actual analysis, expense management, safe-guarding of assets and all monthly/quarterly/annual financial reporting requirements; - Improve and monitor internal control processes, review operation reports by gathering, analyzing and interpreting data and metrics and consistently identify and implement process improvement measures; and- Work closely with the Company’s legal and compliance teams to stay abreast of and resolve key compliance issues, as well as accurately complete any and all filing requirements on a timely basis.

Miami/Fort Lauderdale Area

I leverage my more than 15 years of consulting and audit/attestation expertise to assist management in the design of financial and operational strategies and assist in development of innovative solutions which optimize growth and shareholder value. Since 1998, CitiMED has been providing exceptional quality diagnostic and rehabilitative care to traumatic injury victims throughout South Florida. CitiMED's physicians are board certified and specialize in diagnosing and treating accident victims. CitiMED offers a wide range of treatments to manage pain and promote healing with seven medical treatment facilities conveniently located throughout Miami-Dade and Broward counties.

Greater Boston Area

Contribution to Margin ("CTM") Consulting mission - "Create and Provide Sustainable Value for Clients, Shareholders, Employees and our Communities”. Contribution to Margin provides financial, operational and internal control consulting services to clients of all sizes from start-ups and developmental stage entities to mature global corporations across a variety of industries. Areas of expertise include, but are not limited to: CFO and accounting services (i.e. weekly/ monthly/ quarterly/ annual reporting and forecast modeling), develop/design/implement and monitor viable strategic business plans to assist companies achieve and exceed objects, obtaining funding and/or raise capital. CTM also provides internal controls and operational process design services which optimize returns, internal and external reporting, risk mitigation and loss prevention engagements, as well as other engagements/services tailored to meet the specific client need and exceed expectations. Please contact me to see how CTM Consulting, LLC may be able to assist you and your Company.

Canton, Ma

As a financial executive with more than a decade of public accounting and consulting experience, I am a results-oriented leader with a focused approach to solving business problems. As the Director of Otterbox’s Boston operations, I leverage my financial and operational expertise to assist the company in achieving strong financial growth, market expansion, and customer satisfaction worldwide for Clearly Protected product line. The scope of my responsibilities encompasses managing all aspects of the Boston facility and operations, including manufacturing, risk management, supply, and logistics. Utilizing my critical skills and years of experience, I provide input and analysis to facilitate short- and long-range financial decision-making, develop and implement project performance monitoring and executive status reporting, and manage projects to ensure the results are delivered in alignment with corporate objectives and meet the needs of the business.OtterBox is known as an innovator of protective solutions for the leading global handheld manufacturers, wireless carriers and distributors, we've got technology covered!

Canton, Ma

Having joined Wrapsol LLC in 2011 as CFO, I was responsible for the company’s financial and accounting operations with a focus on business optimization across all functional departments. During my eighteen months at Wrapsol I executed on the following:- Completed corporate restructuring- Improved operational results through an overhaul of internal processes- Facilitated the acquisition of a foreign subsidiary, including performance of financial due diligence- Established a retail presence in multiple locations- Successfully drove due diligence process which resulted in the acquisition of Wrapsol by OtterBox in November of 2012. Wrapsol LLC was a leading maker of protective adhesive solutions for today’s most popular consumer electronics devices and mobile phone handsets.

As a Senior Audit Manager at MFA I provided services to a wide range of closely-held corporate clients including corporations, partnerships and limited liability corporations. I worked closely with management of entities in various industries such as manufacturing, distribution, staffing, construction, professional services and emerging technology. The consulting services I provided my clients include technical financial reporting guidance, financing and debt restructuring advice, and effective internal control structure design. MFA also has an extensive Employee Benefit Plan audit practice, of which I was the lead audit manager. With knowledge of government-imposed rules and regulations and an understanding of a plan administrator’s fiduciary responsibilities, I was able to identify potential exposures in this area, as well as conduct a quality, efficient audit.In addition, I led MFA’s bank examination services group, which performs collateral reviews for numerous financial institutions. These reviews included pre-loan examination, recurring reviews, as well as quality of earnings reports.

Lead attestation engagements audits, reviews and compilations in various industries. Managed in field engagement teams and direct contact to client.

Senior engagement on various attestation and non-attestation engagements.

Bs, Business Administration - Finance

Education record