Experience

TEAM Enterprises

• Appliances, Electrical, and Electronics Manufacturing

• Chief Financial Officer

  • Oct 2007 - Present

  Miami/Fort Lauderdale Area Acquired by MDC Partners in March of 2010, TEAM Enterprises is one of the nation's largest and most successful experiential marketing firms, employing over 400 full time employees and 6500 part-time Brand Ambassadors across North America. As the Chief Financial Officer, developed and implemented new procedures, processes and internal controls throughout the Finance, IT and HR departments in order to be compliant with Sarbanes Oxley. Led the company through the successful acquisition by… Show more Acquired by MDC Partners in March of 2010, TEAM Enterprises is one of the nation's largest and most successful experiential marketing firms, employing over 400 full time employees and 6500 part-time Brand Ambassadors across North America. As the Chief Financial Officer, developed and implemented new procedures, processes and internal controls throughout the Finance, IT and HR departments in order to be compliant with Sarbanes Oxley. Led the company through the successful acquisition by a publicly traded company, including the due diligence process. Led the successful conversion to and implementation of SAP. Responsible for all accounting/finance processes, treasury operations, and internal control functions. Responsible for managing the external and internal audit process. Develop and manage financial strategies and capital generation for the company. Responsible for strategic planning, business unit profitability management and business intelligence as well as leading the execution of day-to-day financial/accounting operations, policies and procedures. Ensure that the finance/accounting team integrates seamlessly with clients’ financial reporting needs and processes. Successfully mentoring a team of 20. Show less



Bacardi

• Bermuda
• Wine & Spirits
• 700 & Above Employee

• Global Corporate Compliance Manager

  • Jun 2004 - Jun 2007

  Miami/Fort Lauderdale Area Bacardi Limited is the largest privately held spirits company in the world and produces and markets a variety of internationally-recognized spirits. Implemented a global program to ensure the Company’s compliance with the financial reporting control requirements of Sarbanes-Oxley (SOX). Evaluated the completeness of controls to mitigate risks in a given process and designed the effectiveness of these controls in assessing the risk of fraud. Provided subject matter expertise and… Show more Bacardi Limited is the largest privately held spirits company in the world and produces and markets a variety of internationally-recognized spirits. Implemented a global program to ensure the Company’s compliance with the financial reporting control requirements of Sarbanes-Oxley (SOX). Evaluated the completeness of controls to mitigate risks in a given process and designed the effectiveness of these controls in assessing the risk of fraud. Provided subject matter expertise and guidance regarding documentation scope, critical applications and adequacy of financial reporting control design. Designed and maintained SOX testing methodologies and testing plans. Managed the testing of internal controls and the related project plan for SOX field work. Developed a centralized SOX assessment reporting processes and provided periodic project reporting to the Global Finance Directors and other company executives. Managed both internal and external auditors during this process. Traveled extensively throughout North America, Puerto Rico and Europe assisting Bacardi companies with this initiative. Show less



Grant Thornton

• Chile
• Business Consulting and Services
• 100 - 200 Employee

• Senior Assurance Associate

  • Jun 2002 - Jun 2004

  Miami/Fort Lauderdale Area Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the top global audit, tax and advisory organizations. Responsible for planning of audit engagements including budgeting, fee estimates, risk evaluation and the scope of work to be performed. Directed and conducted audits of management's financial reporting in accordance with GAAP for SEC, privately-held, and not-for-profit clients. Responsible for evaluating the adequacy of internal controls and the… Show more Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the top global audit, tax and advisory organizations. Responsible for planning of audit engagements including budgeting, fee estimates, risk evaluation and the scope of work to be performed. Directed and conducted audits of management's financial reporting in accordance with GAAP for SEC, privately-held, and not-for-profit clients. Responsible for evaluating the adequacy of internal controls and the extent of compliance with management policies. Identified opportunities for improvement in key risk areas and developed value-added management recommendations. Prepared annual financial statements and responsible for analytical review and verification of financial records. Show less



A&P Air Conditioning, Corporation

• United States
• Construction
• 1 - 100 Employee

• Staff Accountant

  • Jan 1998 - Jun 2002

  Miami/Fort Lauderdale Area Founded as a family business in 1982, A&P is South Florida's leading full-service HVAC mechanical contractor. Responsible for accounts payable, accounts receivable, payroll, inventory, cash flow, and cost control. Successfully implemented a construction job costing system in SAGE Accounting software.