EXECUTIVE SUMMARY:

Financial leader with over 17 years of solid experience in treasury, financial reporting, budgeting/ forecasting, financial analysis, team building, accounting system implementation, and payroll. Extremely organized, self - motivated leader with the ability to prioritize, consistently meet deadlines under pressure, and effectively evaluate problems and provide solutions.

SOFTWARE:

Microsoft Dynamics Great Plains, Oracle, Salesforce, MAS 200, JD Edwards, ACCPAC, Timberline, Yardi Voyager, MRI, CRM, Business Works, Peachtree, QuickBooks, ADP, Paychex, Ceridian, Move-N, Pro Series, Drake, Fixed Asset System, Blackline, FRX, Management Reporter, Crystal Reports, Hyperion Essbase, SuccesWare21, ATX, F9, AvidXchange, M3, Propidex, Filestar, RealPage and Bill.com

PROFESSIONAL EXPERIENCE:

Confidential, Atlanta, GA

Consultant - Professional Services

Responsibilities:

• Review financial reporting packages for multi-family properties
• Prepared monthly financial reporting packages for premium hotel brands
• Prepared monthly financial reporting packages for hotels, commercial office buildings and parking garages.
• Assisted with Fixed Asset module implementation.
• Prepared commentary and financial reports for internal reporting package for shopping center real estate investment trust.
• Assisted with annual financial audit and Sarbanes Oxley engagement. Managed project of updating recoverable rates.
• Managed preparation of reports and footnotes for 10-Q and 10-K.
• Provided accounting and CFO services to multiple charter schools.
• Prepared monthly financial reporting packages for Board and management.
• Prepared weekly cash flow projections. Prepared annual budgets. Managed non-profit and governmental audits. Implemented Bill.com for multiple charter schools.
• Wrote six chapters for an international finance toolkit to be used by the Finance department in the following four regions: United States and Canada; Asia and Pacific; Europe, the Middle East and Africa; and Latin America and the Caribbean.

Confidential, Atlanta, GA

Controller

Responsibilities:

• Reported to CFO, managed Finance department, designed and prepared monthly and quarterly financial reporting packages for senior executives, board of directors and financial institutions
• Formed and developed financial team after an 80% turnover rate during the first six months of employment
• Assisted CFO with financial aspect of business to sell the company in nine months after the first attempt was unsuccessful
• Created business continuity plan for Finance department

Confidential, Westlake Village, CA

Consultant

Responsibilities:

• Reported to CFO, managed annual budget process, created budget models and imported consolidated budgets into financial systems
• Reduced the preparation of the monthly financial reporting package from 3 days to 15 minutes by utilizing the functionality of company’s report writer software

Confidential, Agoura Hills, CA

Controller/Manager

Responsibilities:

• Managed successful nine-month IPO with CFO and CAO
• Reported to CFO and CAO, designed and prepared financial and operating reports for board of trustees, senior management, prospective investors, lenders, insurance brokers and internal tax department (150+ wholly owned subsidiaries, 600M+ joint venture with the Alaska Permanent Fund and many other creative transactions within multiple portfolios)
• Managed preparation of schedules and reports for S-11 and 10-Q SEC filings
• Performed due diligence and liaison for $1-billion-dollar credit facility with Confidential
• Implemented and managed an accounting/finance help desk that supported the core accounting software, IT infrastructure, multiple integration tools and multiple financial report writers
• Managed the recording of mergers and acquisitions, joint ventures, and businesses combinations under common control transactions in accordance with US GAAP
• Implemented a monthly training program for the Accounting and Finance departments
• Managed implementation of a fixed asset module for traditional and non-traditional assets ($4 Billion)

Confidential, Atlanta, GA

Consultant

Responsibilities:

• Assisted with transition of corporate accounting functions to a shared services model
• Created working capital model to manage the operating cash cycle to ensure profitability
• Assisted with implementation of Blackline Systems software

Confidential, Atlanta, GA

Consultant - Professional Services

Responsibilities:

• Formed various legal entities based on analysis of legal and tax requirements
• Prepared federal and state tax returns for individuals (1040), partnerships (1065), corporations (1120S), sales and use, property, occupational and payroll (940, 941, 944 and 945)
• Conducted researched and developed tax strategies to minimize tax liabilities

Confidential, Lithia Springs, GA

Assistant Controller

Responsibilities:

• Prepared monthly and quarterly consolidated financial reporting package (manufacturing plants 
• Created asset-based line of credit cash flow model, which prevented company from defaulting on a $9M revolving line of credit
• Prepared daily certified accounts receivable and inventory collateral values reports for lender
• Established company’s medical and retirement plan for senior management and all employees

Confidential, Atlanta, GA

Accounting Manager

Responsibilities:

• Researched and proposed accounting treatments according to GAAP for construction in progress, research and development, operating leases, inventory, fixed assets, revenue recognition and debt financing transactions
• Prepared bond amortization schedules and recorded all bond related transactions
• Assessed, designed and implement internal controls utilizing Confidential ’s Framework