Experience

Boys & Girls Clubs of Tampa Bay

• United States
• Individual and Family Services
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2021 - Present



Thayer Green & Associates CPA, P.C.

• Reno, Nevada, United States

• Manager

  • Jul 2020 - Aug 2021

  • Administer a portfolio of 35+ diverse client accounts and manage and train staff of the CFO, Controller, and Bookkeeping services segment of CPA firm. Procured new clients for these services, including prior employer. • Manage the financials of the CPA firm and all its owned entities. Prepare all financial reports, cash flow analysis, investment options and assisted in tax preparation. • Designated as the firm expert and provided client support and processing of various stimulus bill… Show more • Administer a portfolio of 35+ diverse client accounts and manage and train staff of the CFO, Controller, and Bookkeeping services segment of CPA firm. Procured new clients for these services, including prior employer. • Manage the financials of the CPA firm and all its owned entities. Prepare all financial reports, cash flow analysis, investment options and assisted in tax preparation. • Designated as the firm expert and provided client support and processing of various stimulus bill options including the Paycheck Protection Program, FFCRA and Employee Retention Tax Credits resulting in over $4M in funding for assorted clients. • Replaced and implemented new software for project management, time tracking and billing. • Implemented new systems and processes to allow staff to work securely and efficiently when working remotely. • Updated office equipment and technologies for more efficient and cost-effective productivity. • In office tech support when IT consultant could not be reached or unavailable. Show less • Administer a portfolio of 35+ diverse client accounts and manage and train staff of the CFO, Controller, and Bookkeeping services segment of CPA firm. Procured new clients for these services, including prior employer. • Manage the financials of the CPA firm and all its owned entities. Prepare all financial reports, cash flow analysis, investment options and assisted in tax preparation. • Designated as the firm expert and provided client support and processing of various stimulus bill… Show more • Administer a portfolio of 35+ diverse client accounts and manage and train staff of the CFO, Controller, and Bookkeeping services segment of CPA firm. Procured new clients for these services, including prior employer. • Manage the financials of the CPA firm and all its owned entities. Prepare all financial reports, cash flow analysis, investment options and assisted in tax preparation. • Designated as the firm expert and provided client support and processing of various stimulus bill options including the Paycheck Protection Program, FFCRA and Employee Retention Tax Credits resulting in over $4M in funding for assorted clients. • Replaced and implemented new software for project management, time tracking and billing. • Implemented new systems and processes to allow staff to work securely and efficiently when working remotely. • Updated office equipment and technologies for more efficient and cost-effective productivity. • In office tech support when IT consultant could not be reached or unavailable. Show less



Sierra Nevada Journeys

• United States
• Education Administration Programs
• 1 - 100 Employee

• Finance Director

  • Sep 2017 - Jul 2020

  • Responsible for managing financials and all accounting functions of a non-profit outdoor education organization with 3 locations covering the Northern Nevada and Northern California region. • Established new chart of accounts to better be in line with GAAB and internal analysis by location of financial position and progress. • Developed and managed annual budget making procedures amongst leadership and provided variance analysis to leadership staff in order to keep an up-to-date… Show more • Responsible for managing financials and all accounting functions of a non-profit outdoor education organization with 3 locations covering the Northern Nevada and Northern California region. • Established new chart of accounts to better be in line with GAAB and internal analysis by location of financial position and progress. • Developed and managed annual budget making procedures amongst leadership and provided variance analysis to leadership staff in order to keep an up-to-date annual forecast. • Created and implemented an organizational Financial Policy and Procedures manual. • Provide financial presentation at quarterly board meetings and established a board treasurer lead Finance Committee to go over all financial reports in detail before board presentation and approve all financial policies. • Worked alongside CEO in developing strategies and analysis for optimum outcomes of business decision making. • Recruited, trained, and assist in supervising HR manager. • Worked with independent audit firm to complete annual audit and tax filings. • Implemented cloud-based systems to provide streamlined processes among all 3 remote locations. • In office tech support when IT consultant could not be reached or unavailable. Show less • Responsible for managing financials and all accounting functions of a non-profit outdoor education organization with 3 locations covering the Northern Nevada and Northern California region. • Established new chart of accounts to better be in line with GAAB and internal analysis by location of financial position and progress. • Developed and managed annual budget making procedures amongst leadership and provided variance analysis to leadership staff in order to keep an up-to-date… Show more • Responsible for managing financials and all accounting functions of a non-profit outdoor education organization with 3 locations covering the Northern Nevada and Northern California region. • Established new chart of accounts to better be in line with GAAB and internal analysis by location of financial position and progress. • Developed and managed annual budget making procedures amongst leadership and provided variance analysis to leadership staff in order to keep an up-to-date annual forecast. • Created and implemented an organizational Financial Policy and Procedures manual. • Provide financial presentation at quarterly board meetings and established a board treasurer lead Finance Committee to go over all financial reports in detail before board presentation and approve all financial policies. • Worked alongside CEO in developing strategies and analysis for optimum outcomes of business decision making. • Recruited, trained, and assist in supervising HR manager. • Worked with independent audit firm to complete annual audit and tax filings. • Implemented cloud-based systems to provide streamlined processes among all 3 remote locations. • In office tech support when IT consultant could not be reached or unavailable. Show less



PLUS STUDIOS

• United States
• Events Services
• 1 - 100 Employee

• Controller

  • Jul 2015 - Feb 2019

  • Manage and oversee daily operations of the different segments and staff of the Accounting Department of a trade show exhibit design, manufacture, and management company. • Implement processes using current technological resources already at the company’s disposal to more efficiently and cost effectively accomplish long sought out goals to track the financial position of the company and its products. • Improve systems and procedures for job tracking and initiated integration of new… Show more • Manage and oversee daily operations of the different segments and staff of the Accounting Department of a trade show exhibit design, manufacture, and management company. • Implement processes using current technological resources already at the company’s disposal to more efficiently and cost effectively accomplish long sought out goals to track the financial position of the company and its products. • Improve systems and procedures for job tracking and initiated integration of new business software systems and technologies. • Work with GM to strategize goals and to forecast financial implications. • Developed budget process and forecast strategies to give staff measurable goals. • Operational impact assessments of staffing restructuring as they relate to financial goals, product quality, and client expectations. • Setup systems to track data required for more accurate financials. • Establish and ensure proper accounting methods, policies and principles. • Develop staff’s knowledge of financial impacts of their current projects and develop strategies for future project based on information learned from outcomes. • Supervise and assign projects; train and direct accounting/HR staff to ensure compliance and accuracy. • Train and advise all staff in a multitude of software applications and business systems integration. Show less • Manage and oversee daily operations of the different segments and staff of the Accounting Department of a trade show exhibit design, manufacture, and management company. • Implement processes using current technological resources already at the company’s disposal to more efficiently and cost effectively accomplish long sought out goals to track the financial position of the company and its products. • Improve systems and procedures for job tracking and initiated integration of new… Show more • Manage and oversee daily operations of the different segments and staff of the Accounting Department of a trade show exhibit design, manufacture, and management company. • Implement processes using current technological resources already at the company’s disposal to more efficiently and cost effectively accomplish long sought out goals to track the financial position of the company and its products. • Improve systems and procedures for job tracking and initiated integration of new business software systems and technologies. • Work with GM to strategize goals and to forecast financial implications. • Developed budget process and forecast strategies to give staff measurable goals. • Operational impact assessments of staffing restructuring as they relate to financial goals, product quality, and client expectations. • Setup systems to track data required for more accurate financials. • Establish and ensure proper accounting methods, policies and principles. • Develop staff’s knowledge of financial impacts of their current projects and develop strategies for future project based on information learned from outcomes. • Supervise and assign projects; train and direct accounting/HR staff to ensure compliance and accuracy. • Train and advise all staff in a multitude of software applications and business systems integration. Show less



Garrison, Yount, Forte & Mulcahy, L.L.C.

• Law Practice
• 1 - 100 Employee

• Law Firm Controller

  • Feb 2012 - Sep 2014

  • Responsible for managing financials and all accounting functions of 40+ Attorney law firm operating in 2 locations in North as South Florida. • Supervision of the Accounting Department including A/R and A/P staff. • Development of financial outcomes based on strategic policy decisions and the operational impacts. • Implemented new software for client management, time entry, and financial reporting; performed full IT support backup for IT Director in his absence. • Monitored… Show more • Responsible for managing financials and all accounting functions of 40+ Attorney law firm operating in 2 locations in North as South Florida. • Supervision of the Accounting Department including A/R and A/P staff. • Development of financial outcomes based on strategic policy decisions and the operational impacts. • Implemented new software for client management, time entry, and financial reporting; performed full IT support backup for IT Director in his absence. • Monitored General Ledger and Cash Balances for efficient operations of the firm. • HR responsibilities: prepared payroll, and filed quarterly and annual tax reports. • Reviewed/transmitted 401k payments and Profit Sharing Plan administration. • Ensured all trust funds were managed & distributed according to Florida Bar Rules. • Oversaw all firm insurance needs and requirements. • Prepared all monthly and year-end closing reports and support documentation for outside CPA Tax Preparation of Federal and State Tax Returns. Show less • Responsible for managing financials and all accounting functions of 40+ Attorney law firm operating in 2 locations in North as South Florida. • Supervision of the Accounting Department including A/R and A/P staff. • Development of financial outcomes based on strategic policy decisions and the operational impacts. • Implemented new software for client management, time entry, and financial reporting; performed full IT support backup for IT Director in his absence. • Monitored… Show more • Responsible for managing financials and all accounting functions of 40+ Attorney law firm operating in 2 locations in North as South Florida. • Supervision of the Accounting Department including A/R and A/P staff. • Development of financial outcomes based on strategic policy decisions and the operational impacts. • Implemented new software for client management, time entry, and financial reporting; performed full IT support backup for IT Director in his absence. • Monitored General Ledger and Cash Balances for efficient operations of the firm. • HR responsibilities: prepared payroll, and filed quarterly and annual tax reports. • Reviewed/transmitted 401k payments and Profit Sharing Plan administration. • Ensured all trust funds were managed & distributed according to Florida Bar Rules. • Oversaw all firm insurance needs and requirements. • Prepared all monthly and year-end closing reports and support documentation for outside CPA Tax Preparation of Federal and State Tax Returns. Show less



Capital Region YMCA

• Tallahassee, Florida Area

• Finance Director

  • Sep 2007 - Jan 2011

  • Managed $4MM annual budget of Capital Region YMCA spanning the Leon County and Wakulla County area and serving over 300,000 residents with over 20 full time and 100 part time employees. • Developed organization’s Financial Policies and Procedures. This lead to guidelines to prevent theft, fraud, and to protect the organizations non-profit status. These policies covered a scope of how we took in cash, paid vendors, acquired property and equipment, to when reconciliations were to be… Show more • Managed $4MM annual budget of Capital Region YMCA spanning the Leon County and Wakulla County area and serving over 300,000 residents with over 20 full time and 100 part time employees. • Developed organization’s Financial Policies and Procedures. This lead to guidelines to prevent theft, fraud, and to protect the organizations non-profit status. These policies covered a scope of how we took in cash, paid vendors, acquired property and equipment, to when reconciliations were to be completed. • During Economic downturn, restructured debt resulting in an annual savings of $16K and implemented cost saving measures which reduced administrative expense by 20%. These savings enabled us to meet our budget goals without significantly cutting the services we provide for the community. • Coordinated changeover of financial software from an older inadequate software developed for YMCAs to QuickBooks Pro to allow for more features, more accurate statements, and to work more efficiently with our third party auditors. • Developed and managed association’s IT systems. • Led plans and strategy development process with cross-functional team. Show less • Managed $4MM annual budget of Capital Region YMCA spanning the Leon County and Wakulla County area and serving over 300,000 residents with over 20 full time and 100 part time employees. • Developed organization’s Financial Policies and Procedures. This lead to guidelines to prevent theft, fraud, and to protect the organizations non-profit status. These policies covered a scope of how we took in cash, paid vendors, acquired property and equipment, to when reconciliations were to be… Show more • Managed $4MM annual budget of Capital Region YMCA spanning the Leon County and Wakulla County area and serving over 300,000 residents with over 20 full time and 100 part time employees. • Developed organization’s Financial Policies and Procedures. This lead to guidelines to prevent theft, fraud, and to protect the organizations non-profit status. These policies covered a scope of how we took in cash, paid vendors, acquired property and equipment, to when reconciliations were to be completed. • During Economic downturn, restructured debt resulting in an annual savings of $16K and implemented cost saving measures which reduced administrative expense by 20%. These savings enabled us to meet our budget goals without significantly cutting the services we provide for the community. • Coordinated changeover of financial software from an older inadequate software developed for YMCAs to QuickBooks Pro to allow for more features, more accurate statements, and to work more efficiently with our third party auditors. • Developed and managed association’s IT systems. • Led plans and strategy development process with cross-functional team. Show less



Capital Region YMCA - Camp Indian Springs

• Tallahassee, Florida Area

• Camp Director

  • 2009 - 2010

  • Managed year round operations of 71 acre resident camp with 16 buildings, skate park, and equestrian faculty. • Implemented $200K state and federally funded afterschool program serving 60-80 at risk youth per school semester. • Managed, hired, and trained up to 40 fulltime and seasonal staff. • Performed outside marketing and developed and secured community relationships. • Took over as interim Finance Director during last six months. • Managed year round operations of 71 acre resident camp with 16 buildings, skate park, and equestrian faculty. • Implemented $200K state and federally funded afterschool program serving 60-80 at risk youth per school semester. • Managed, hired, and trained up to 40 fulltime and seasonal staff. • Performed outside marketing and developed and secured community relationships. • Took over as interim Finance Director during last six months.



Capital Region YMCA

• Tallahassee, Florida Area

• Program Director / Finance Director

  • Apr 2004 - Aug 2005



Circuit City

• Technology, Information and Internet
• 700 & Above Employee

• Sales Associate

  • Aug 1997 - May 2001