Experience

VentureCount, LLC

• United States
• Accounting
• 1 - 100 Employee

• Client Financial Controller

  • Aug 2022 - Present

  Deliver actionable financial information to clients’ owners and management in a fast-moving environment of emerging technology companies. Provide, improve, and maintain order to unstructured processes. Responsibilities include managing the accounting functions for multiple clients, including: * Prepare monthly financial statements and reports for review. * Prepare monthly budget versus actual reviews and written documentation. * Draft, implement, and monitor internal controls. *… Show more Deliver actionable financial information to clients’ owners and management in a fast-moving environment of emerging technology companies. Provide, improve, and maintain order to unstructured processes. Responsibilities include managing the accounting functions for multiple clients, including: * Prepare monthly financial statements and reports for review. * Prepare monthly budget versus actual reviews and written documentation. * Draft, implement, and monitor internal controls. * Drive efficiencies and improvements to maximize capacity. * Formalize and document accounting/financial policies and procedures. * Manage staff and resources in the US and offshore. * Prepare budgets and forecasts. * Support external audits and tax preparations. * Manage compliance for state and local sales, property, and other business licenses and taxes. Show less Deliver actionable financial information to clients’ owners and management in a fast-moving environment of emerging technology companies. Provide, improve, and maintain order to unstructured processes. Responsibilities include managing the accounting functions for multiple clients, including: * Prepare monthly financial statements and reports for review. * Prepare monthly budget versus actual reviews and written documentation. * Draft, implement, and monitor internal controls. *… Show more Deliver actionable financial information to clients’ owners and management in a fast-moving environment of emerging technology companies. Provide, improve, and maintain order to unstructured processes. Responsibilities include managing the accounting functions for multiple clients, including: * Prepare monthly financial statements and reports for review. * Prepare monthly budget versus actual reviews and written documentation. * Draft, implement, and monitor internal controls. * Drive efficiencies and improvements to maximize capacity. * Formalize and document accounting/financial policies and procedures. * Manage staff and resources in the US and offshore. * Prepare budgets and forecasts. * Support external audits and tax preparations. * Manage compliance for state and local sales, property, and other business licenses and taxes. Show less



EVC Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Vice President of Finance

  • Jul 2021 - Aug 2022

  The effective leadership and management of the company's finance team, including accounting, payroll, revenue recognition, financial reporting, and financial planning and analysis. Developing and overseeing financial plans and policies, accounting practices and procedures, and ensuring that the financial and corporate goals are attained. Partner with non-finance executives and managers to engage and gather information on Company initiatives and activities. Establish working relationships with… Show more The effective leadership and management of the company's finance team, including accounting, payroll, revenue recognition, financial reporting, and financial planning and analysis. Developing and overseeing financial plans and policies, accounting practices and procedures, and ensuring that the financial and corporate goals are attained. Partner with non-finance executives and managers to engage and gather information on Company initiatives and activities. Establish working relationships with the Company's executive leadership team, functional leaders throughout the Company, and the independent auditors. Show less The effective leadership and management of the company's finance team, including accounting, payroll, revenue recognition, financial reporting, and financial planning and analysis. Developing and overseeing financial plans and policies, accounting practices and procedures, and ensuring that the financial and corporate goals are attained. Partner with non-finance executives and managers to engage and gather information on Company initiatives and activities. Establish working relationships with… Show more The effective leadership and management of the company's finance team, including accounting, payroll, revenue recognition, financial reporting, and financial planning and analysis. Developing and overseeing financial plans and policies, accounting practices and procedures, and ensuring that the financial and corporate goals are attained. Partner with non-finance executives and managers to engage and gather information on Company initiatives and activities. Establish working relationships with the Company's executive leadership team, functional leaders throughout the Company, and the independent auditors. Show less



Cyxtera Technologies

• United States
• IT Services and IT Consulting
• 400 - 500 Employee

• Financial, Planning & Analysis Senior Manager

  • Feb 2020 - Jul 2021

  Serve as finance lead to functional areas, IT, InfoSec, Federal, HR, Facilities, and Procurement, providing business insights and financial guidance through advanced analytics and modeling. Overhaul monthly, quarterly, and annual forecast and planning models with statistical modeling to minimize variances and validate business driver assumptions. Consistently delivering monthly forecasts with low variance. Month-end close standardized across departments. Maintained key controls and account… Show more Serve as finance lead to functional areas, IT, InfoSec, Federal, HR, Facilities, and Procurement, providing business insights and financial guidance through advanced analytics and modeling. Overhaul monthly, quarterly, and annual forecast and planning models with statistical modeling to minimize variances and validate business driver assumptions. Consistently delivering monthly forecasts with low variance. Month-end close standardized across departments. Maintained key controls and account reconciliations, detailed general ledger reviews, variance analysis, and executive-level commentary. Presented monthly forecast and results to executive leadership. Led global compensation planning, reporting, and analysis for 2,000+, which is $200M in total payroll expense. Work with Accounting and Human Resources to set annual payroll targets based on affordability and human capital talent strategies, then allocate budgets to business groups, and facilitate detailed headcount planning within the business against budgets. Outcomes of this process are headcount plans (promotions, hires, departures), and cash bonus and equity compensation plans that are updated and monitored.

• IT Financials & Strategic Projects Senior Manager

  • Jan 2019 - Jan 2020

  Successfully handled finances of IT Division (consisting of 80 professional workers) with a total annual budget of $80M resulting in improved efficiency in budget allocation processes. Collaborated and negotiated with leading tech companies such as Microsoft, Cisco, SAP, Salesforce, and Oracle to increase the level of service and reduce costs. Developed complex financial models and analyses. Simplified financial data and trends for senior decision-makers. Drove process improvements with… Show more Successfully handled finances of IT Division (consisting of 80 professional workers) with a total annual budget of $80M resulting in improved efficiency in budget allocation processes. Collaborated and negotiated with leading tech companies such as Microsoft, Cisco, SAP, Salesforce, and Oracle to increase the level of service and reduce costs. Developed complex financial models and analyses. Simplified financial data and trends for senior decision-makers. Drove process improvements with comprehensible forecasts and analysis that met timelines and deliverables. Led cross-functional financial planning with senior managers from Finance, IT, Operations, and Accounting. Accountable for capital expenditures and investments in IT, including allocation of resources and monitoring progress towards milestones. Led the development and preparation of the annual budget and forecast, as well as variance analysis and reporting. Developed consolidated budget updates. Risks, Opportunities, and performance results to senior leadership.



Immunity Inc.

• United States
• Computer and Network Security
• 1 - 100 Employee

• Director of Finance

  • Nov 2009 - Dec 2018

  Established a profitable company for nine years with revenues of $8M and 32 employees & contractors located in Florida, Virginia and Argentina for a cyber penetration-testing software for wired and wireless-based networks. Provided effective leadership to a finance team to enable strategic foresight into the business and provided knowledgeable and accurate information to colleagues and senior management. Managed all accounting, payroll, and operations for 5 offices in Florida, Virginia, two in… Show more Established a profitable company for nine years with revenues of $8M and 32 employees & contractors located in Florida, Virginia and Argentina for a cyber penetration-testing software for wired and wireless-based networks. Provided effective leadership to a finance team to enable strategic foresight into the business and provided knowledgeable and accurate information to colleagues and senior management. Managed all accounting, payroll, and operations for 5 offices in Florida, Virginia, two in Argentina, and Italy. Coordinated company-wide planning for ERP system, inter-company transactions, and cash management. Streamlined information systems, implementing Excel-based management reporting package using exported data. Performed various financial tasks, including budget preparation and monitoring, cash flow forecasting and control, and product line profitability analysis. Prepared and analyzed detailed and accurate transaction processing, general ledger, and financial statements. Slashed month- and year-end close timeframes by leading design of reporting systems. • Oversaw financial functions including financial planning / analysis, accounting, forecasting, tax compliance & reporting, treasury, investor relations, risk management, and M&A. • Advised on business plans and directions; evaluate / recommend acquisitions. • Counselled owner on fiscal policy resolved complex financial issues, and renegotiated major contracts and related amendments. • Defined optimum project financial policies, reviewed existing project plans, allocations, and accounting. • Host of an annual cyber-security conference, Infiltrate Security Conference, held in Miami Beach, Florida. Show less Established a profitable company for nine years with revenues of $8M and 32 employees & contractors located in Florida, Virginia and Argentina for a cyber penetration-testing software for wired and wireless-based networks. Provided effective leadership to a finance team to enable strategic foresight into the business and provided knowledgeable and accurate information to colleagues and senior management. Managed all accounting, payroll, and operations for 5 offices in Florida, Virginia, two in… Show more Established a profitable company for nine years with revenues of $8M and 32 employees & contractors located in Florida, Virginia and Argentina for a cyber penetration-testing software for wired and wireless-based networks. Provided effective leadership to a finance team to enable strategic foresight into the business and provided knowledgeable and accurate information to colleagues and senior management. Managed all accounting, payroll, and operations for 5 offices in Florida, Virginia, two in Argentina, and Italy. Coordinated company-wide planning for ERP system, inter-company transactions, and cash management. Streamlined information systems, implementing Excel-based management reporting package using exported data. Performed various financial tasks, including budget preparation and monitoring, cash flow forecasting and control, and product line profitability analysis. Prepared and analyzed detailed and accurate transaction processing, general ledger, and financial statements. Slashed month- and year-end close timeframes by leading design of reporting systems. • Oversaw financial functions including financial planning / analysis, accounting, forecasting, tax compliance & reporting, treasury, investor relations, risk management, and M&A. • Advised on business plans and directions; evaluate / recommend acquisitions. • Counselled owner on fiscal policy resolved complex financial issues, and renegotiated major contracts and related amendments. • Defined optimum project financial policies, reviewed existing project plans, allocations, and accounting. • Host of an annual cyber-security conference, Infiltrate Security Conference, held in Miami Beach, Florida. Show less



DiMare Fresh

• United States
• Wholesale
• 1 - 100 Employee

• Financial Controller

  • Oct 2006 - Aug 2008

  Managed all accounting, banking, tax and payroll in farming and packing operations located in Florida and South Carolina for a grower of vegetables and melons with $210M in annual revenue and staff of 3,000+. Managed a team of 15 employees. Directed significant GAAP, financial, and tax reporting responsibilities including project accounting, pension accounting, deferred taxes, tax exposures and initial review and research for the implementation of Financial Reporting Standards. Oversaw the tax… Show more Managed all accounting, banking, tax and payroll in farming and packing operations located in Florida and South Carolina for a grower of vegetables and melons with $210M in annual revenue and staff of 3,000+. Managed a team of 15 employees. Directed significant GAAP, financial, and tax reporting responsibilities including project accounting, pension accounting, deferred taxes, tax exposures and initial review and research for the implementation of Financial Reporting Standards. Oversaw the tax area in all Federal, State, Local and international tax compliance, accounting, forecasting, audits, planning and tax matters. Managed all budgeting, financial planning, taxes, acquisition studies, comparing YTD numbers to budget, and other projects as they arose. Analyzed financial information and prepared financial reports to determine or maintain a record of assets, liabilities, profit and loss, tax liability, or other financial activities within the organization. Provided financial oversight of several packing and farming facilities (3 packing houses and 7 farming facilities) located throughout Florida and South Carolina. • Provided direction and assistance to other organizational units regarding accounting and budgeting policies and procedures, and efficient control and utilization of financial resources • Prepared, analyzed, and verified annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning • Supervised accounting functions and employees performing financial reporting, accounting, billing, collections, payroll, accounts payable, accounts receivable and budgeting duties • Created a continuous improvement process for corporate policies and procedures, thereby enhancing reporting accuracy and timeliness. Show less Managed all accounting, banking, tax and payroll in farming and packing operations located in Florida and South Carolina for a grower of vegetables and melons with $210M in annual revenue and staff of 3,000+. Managed a team of 15 employees. Directed significant GAAP, financial, and tax reporting responsibilities including project accounting, pension accounting, deferred taxes, tax exposures and initial review and research for the implementation of Financial Reporting Standards. Oversaw the tax… Show more Managed all accounting, banking, tax and payroll in farming and packing operations located in Florida and South Carolina for a grower of vegetables and melons with $210M in annual revenue and staff of 3,000+. Managed a team of 15 employees. Directed significant GAAP, financial, and tax reporting responsibilities including project accounting, pension accounting, deferred taxes, tax exposures and initial review and research for the implementation of Financial Reporting Standards. Oversaw the tax area in all Federal, State, Local and international tax compliance, accounting, forecasting, audits, planning and tax matters. Managed all budgeting, financial planning, taxes, acquisition studies, comparing YTD numbers to budget, and other projects as they arose. Analyzed financial information and prepared financial reports to determine or maintain a record of assets, liabilities, profit and loss, tax liability, or other financial activities within the organization. Provided financial oversight of several packing and farming facilities (3 packing houses and 7 farming facilities) located throughout Florida and South Carolina. • Provided direction and assistance to other organizational units regarding accounting and budgeting policies and procedures, and efficient control and utilization of financial resources • Prepared, analyzed, and verified annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning • Supervised accounting functions and employees performing financial reporting, accounting, billing, collections, payroll, accounts payable, accounts receivable and budgeting duties • Created a continuous improvement process for corporate policies and procedures, thereby enhancing reporting accuracy and timeliness. Show less



Allplus Computer Systems Corp.

• United States
• 1 - 100 Employee

• Financial Controller

  • Jul 1997 - Oct 2006

  Reported directly to CEO and managed 15 employees for one of the largest distributors of computer/consumer electronics in Latin America. Managed all corporate accounting, systems management, and logistics for a $156M (2005 annual sales) diversified company. Provided leadership and direction in implementation of an integrated system with multi-disciplinary groups, such as inventory, project management, purchasing, and business groups and ensured that these projects were implemented on time. Led… Show more Reported directly to CEO and managed 15 employees for one of the largest distributors of computer/consumer electronics in Latin America. Managed all corporate accounting, systems management, and logistics for a $156M (2005 annual sales) diversified company. Provided leadership and direction in implementation of an integrated system with multi-disciplinary groups, such as inventory, project management, purchasing, and business groups and ensured that these projects were implemented on time. Led weekly profitability summit with CEO and heads of Sales and Logistics Division to review on-goal profitability figures, with additional responsibility of implementing any resulting change(s) in pricing / market strategy. Negotiated all aspects of corporate credit program, from receivables management to trade credit insurance. Audited, verified, and issued monthly commission statements for over 10 sales agents in Florida and Brazil. Improved Accounts Receivable turns 38% over 5 years and improved Net Inventory turns by 19% over 3 years. Tax savings were achieved through structured business transactions. • Managed warehousing, operations, and accounting of an inventory of computer components worth an average monthly value of $20M. • Worked collaboratively with key executives to ensure cash flow and profitability measures were achieved through inventory level targets, receivable collection goals, reduced operating and global tax planning • Negotiated contracts with Vendors and Suppliers on an annual basis and conducted many audits with Vendors on operations, accounting and inventory. • Supported corporate sales efforts on a monthly order volume of over 9,000 orders, 5,000 resellers, on transactions ranging from $10K to $5M. • Created financial and technical infrastructure to support corporate growth and profitability from $3M a year in 1997 to $156M a year in 2005. • Implemented “zero receivables” policy, resulting in 2% outstanding A/R more than 30/60/90 days. Show less Reported directly to CEO and managed 15 employees for one of the largest distributors of computer/consumer electronics in Latin America. Managed all corporate accounting, systems management, and logistics for a $156M (2005 annual sales) diversified company. Provided leadership and direction in implementation of an integrated system with multi-disciplinary groups, such as inventory, project management, purchasing, and business groups and ensured that these projects were implemented on time. Led… Show more Reported directly to CEO and managed 15 employees for one of the largest distributors of computer/consumer electronics in Latin America. Managed all corporate accounting, systems management, and logistics for a $156M (2005 annual sales) diversified company. Provided leadership and direction in implementation of an integrated system with multi-disciplinary groups, such as inventory, project management, purchasing, and business groups and ensured that these projects were implemented on time. Led weekly profitability summit with CEO and heads of Sales and Logistics Division to review on-goal profitability figures, with additional responsibility of implementing any resulting change(s) in pricing / market strategy. Negotiated all aspects of corporate credit program, from receivables management to trade credit insurance. Audited, verified, and issued monthly commission statements for over 10 sales agents in Florida and Brazil. Improved Accounts Receivable turns 38% over 5 years and improved Net Inventory turns by 19% over 3 years. Tax savings were achieved through structured business transactions. • Managed warehousing, operations, and accounting of an inventory of computer components worth an average monthly value of $20M. • Worked collaboratively with key executives to ensure cash flow and profitability measures were achieved through inventory level targets, receivable collection goals, reduced operating and global tax planning • Negotiated contracts with Vendors and Suppliers on an annual basis and conducted many audits with Vendors on operations, accounting and inventory. • Supported corporate sales efforts on a monthly order volume of over 9,000 orders, 5,000 resellers, on transactions ranging from $10K to $5M. • Created financial and technical infrastructure to support corporate growth and profitability from $3M a year in 1997 to $156M a year in 2005. • Implemented “zero receivables” policy, resulting in 2% outstanding A/R more than 30/60/90 days. Show less



Herco Freight Forwarders Inc.

• United States
• Truck Transportation
• 1 - 100 Employee

• Freight Traffic Supervisor

  • Jan 1992 - Jul 1997

  Account executive and shipping manager for major freight forwarder. Duties and accomplishments included: • Maintaining freight documentation for 100 clients on over 25 daily shipments with daily shipment values generally in excess of 500,000. • Developing and maintaining key relationships with clients and vendors, including major exporters and foreign flag airlines. • Coordinating insurance placement with multiple brokers and supervising internal insurance program(s) Account executive and shipping manager for major freight forwarder. Duties and accomplishments included: • Maintaining freight documentation for 100 clients on over 25 daily shipments with daily shipment values generally in excess of 500,000. • Developing and maintaining key relationships with clients and vendors, including major exporters and foreign flag airlines. • Coordinating insurance placement with multiple brokers and supervising internal insurance program(s)