A highly motivated, results-oriented, and dedicated professional with over 20 years of experience in the financial services industry. I am a self-starter, able to work independently and as a team player.
Responsible for the management of the Finance department. Responsible for the development and maintenance of the annual budget and quarterly forecast.
Primary liaison with the Board of Directors, the Chief financial Officer, the CFO, and the executive Director of the company.
O responsible for the development and implementation of the financial planning and reporting system. Oversee the maintenance of the accounting and Finance systems.
Managed the financial planning and reporting process for the organization. Developed and implemented a formal budget and forecast process.
Managed all aspects of the Finance department including the development of a new budget and reporting system, the implementation of a new accounting system, and the creation of a centralized office of the company.
Worked closely with the senior management team to develop and implement a new process for tracking and reporting the company's financial performance.
Vice President of Finance
Responsible for all financial operations of the company including the integration of a new Finance and accounting system, a new software package, and the creation of a new chart of accounts.
Managed all aspects of the financial reporting, budget analysis, and insurance policies for the organization. Responsible for the preparation of the annual Chapter 11 bankruptcy plan.
Led the legal department to negotiate and implement a new 401K plan with a total of over $1.5M in annual premiums.
Established and managed all corporate credit card program, including education and development of new and existing non-profit organizations.
Responsible for all financial reporting and analysis for the Board of Directors. Worked closely with the CFO and CEO to develop and implement a new financial model for the entire company.
Managed the financial and operational aspects of the acquisition of a private equity firm. This included the development of a new venture capital structure, and the creation of a new investment and investment portfolio.