Chief Financial Officer

• Nov 2018 - Present

Owner/Consultant

• 2009 - Present

Contract and Interim Accounting/Consulting work for clients in all industries. Contract and Interim Accounting/Consulting work for clients in all industries.

Vice President of Finance

• Aug 2013 - Jan 2016

Controller

• Jul 2012 - Jan 2016

Controller

• 2006 - 2009

I was responsible for the preparation and distribution of monthly financial statements (consolidated and on a project level) to management, parent company, and partners for 4 separate entities. I prepared, managed, and analyzed rolling company budgets and forecasts based on key factors and economic indicators such as interest rates, home sales, cash flow, available credit, area development and competition, club memberships, and the overall economy. I also provided home, land, and infrastructure… Show more I was responsible for the preparation and distribution of monthly financial statements (consolidated and on a project level) to management, parent company, and partners for 4 separate entities. I prepared, managed, and analyzed rolling company budgets and forecasts based on key factors and economic indicators such as interest rates, home sales, cash flow, available credit, area development and competition, club memberships, and the overall economy. I also provided home, land, and infrastructure specific job costing and analysis reporting and provided recommendations for cost cutting and improvements. Managed company wide investment and retirement funds. Responsible for the compliance of debt financing covenants and reporting with lenders. Managed complex land, financing, and development contracts with banks, customers, and government entities. Prepared cash flow modeling and projections based on various sales and expense scenarios. Reviewed and approved all general ledger entries as well as accounts payable, accounts receivable, billing, and payroll functions. Company liaison with Big 4 CPA firm for all audits.My career there was cut short due to the real estate market decline and the inability for clients to secure financing. Show less I was responsible for the preparation and distribution of monthly financial statements (consolidated and on a project level) to management, parent company, and partners for 4 separate entities. I prepared, managed, and analyzed rolling company budgets and forecasts based on key factors and economic indicators such as interest rates, home sales, cash flow, available credit, area development and competition, club memberships, and the overall economy. I also provided home, land, and infrastructure… Show more I was responsible for the preparation and distribution of monthly financial statements (consolidated and on a project level) to management, parent company, and partners for 4 separate entities. I prepared, managed, and analyzed rolling company budgets and forecasts based on key factors and economic indicators such as interest rates, home sales, cash flow, available credit, area development and competition, club memberships, and the overall economy. I also provided home, land, and infrastructure specific job costing and analysis reporting and provided recommendations for cost cutting and improvements. Managed company wide investment and retirement funds. Responsible for the compliance of debt financing covenants and reporting with lenders. Managed complex land, financing, and development contracts with banks, customers, and government entities. Prepared cash flow modeling and projections based on various sales and expense scenarios. Reviewed and approved all general ledger entries as well as accounts payable, accounts receivable, billing, and payroll functions. Company liaison with Big 4 CPA firm for all audits.My career there was cut short due to the real estate market decline and the inability for clients to secure financing. Show less

Controller

• 2004 - 2006

I prepared the monthly financial statements for the company and two separate subsidiaries using the percentage completion method to calculate revenues and expenses. Managed all billing (using AIA forms and documentation), general ledger, accounts payable, accounts receivable, and payroll functions. Prepared all county, state, and federal returns such as the 940, 941, 1099, sales, franchise, property, and tax. Purchased and/or leased over $35 Million in capital assets including company fleet of… Show more I prepared the monthly financial statements for the company and two separate subsidiaries using the percentage completion method to calculate revenues and expenses. Managed all billing (using AIA forms and documentation), general ledger, accounts payable, accounts receivable, and payroll functions. Prepared all county, state, and federal returns such as the 940, 941, 1099, sales, franchise, property, and tax. Purchased and/or leased over $35 Million in capital assets including company fleet of vehicles, heavy equipment and machinery, office equipment, and IT infrastructure. Prepared company, divisional, and job specific budgets and prepared variance analysis reports with comments and directives for improvement. Responsible for weekly payroll of over 225 employees as well as the orientation and administration of all benefits such as paid vacation and sick leave, 401k, health insurance, and profit sharing. Show less I prepared the monthly financial statements for the company and two separate subsidiaries using the percentage completion method to calculate revenues and expenses. Managed all billing (using AIA forms and documentation), general ledger, accounts payable, accounts receivable, and payroll functions. Prepared all county, state, and federal returns such as the 940, 941, 1099, sales, franchise, property, and tax. Purchased and/or leased over $35 Million in capital assets including company fleet of… Show more I prepared the monthly financial statements for the company and two separate subsidiaries using the percentage completion method to calculate revenues and expenses. Managed all billing (using AIA forms and documentation), general ledger, accounts payable, accounts receivable, and payroll functions. Prepared all county, state, and federal returns such as the 940, 941, 1099, sales, franchise, property, and tax. Purchased and/or leased over $35 Million in capital assets including company fleet of vehicles, heavy equipment and machinery, office equipment, and IT infrastructure. Prepared company, divisional, and job specific budgets and prepared variance analysis reports with comments and directives for improvement. Responsible for weekly payroll of over 225 employees as well as the orientation and administration of all benefits such as paid vacation and sick leave, 401k, health insurance, and profit sharing. Show less

Accounting Manager

• Jan 2000 - Jul 2004

Accountant

• 1996 - 1999