Experience

Swank A Posh

• United States
• Retail
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2022 - Present

  Sterling Heights, Michigan, United States



LUXOME Home

• Chief Financial Officer

  • Feb 2020 - Feb 2022

  Head of Finance, Operations, and Administration



Anchor Worldwide

• United States
• Advertising Services
• 1 - 100 Employee

• Vice President Finance Administration

  • Feb 2017 - Feb 2020

  Greater Detroit Area Newly created startup company based in New York and Michigan tasked with creating functional controls over all Finance and Administration functions. • Oversee all general accounting, finance, treasury, and legal functions with annual revenues of $13M. • Manage Accounting, Accounts Receivables, Accounts Payable, and Human Resource functions with two staff members. • Due Diligence work on two successful acquisitions of companies located in Chile & Colombia, valued at over $10M.… Show more Newly created startup company based in New York and Michigan tasked with creating functional controls over all Finance and Administration functions. • Oversee all general accounting, finance, treasury, and legal functions with annual revenues of $13M. • Manage Accounting, Accounts Receivables, Accounts Payable, and Human Resource functions with two staff members. • Due Diligence work on two successful acquisitions of companies located in Chile & Colombia, valued at over $10M. • Worked extensively with the accountants and lawyers on tax, legal, and due diligence matters. • Budgeting and Forecasting creation and compliance reporting. • Board of Director Reporting Show less



Carbon Media Group

• United States
• Online Audio and Video Media
• 1 - 100 Employee

• Controller

  • Oct 2013 - Feb 2017

  Bingham Farms, Michigan • Oversee all general accounting and finance functions for seven different companies with annual, consolidated revenues of $18M. • Manage Accounting, Accounts Receivables, and Accounts Payable departments with two staff members and creating a new staff accountant position. • Manage daily treasury functions, including negotiation of a $2.0M line of credit; $2.5M of senior debt; and the renegotiated increase to $3.0M line of credit. • Due Diligence work on a successful acquisition of… Show more • Oversee all general accounting and finance functions for seven different companies with annual, consolidated revenues of $18M. • Manage Accounting, Accounts Receivables, and Accounts Payable departments with two staff members and creating a new staff accountant position. • Manage daily treasury functions, including negotiation of a $2.0M line of credit; $2.5M of senior debt; and the renegotiated increase to $3.0M line of credit. • Due Diligence work on a successful acquisition of $4.8M portfolios of websites. • Handle preparation, organization and execution of annual financial audit. • Created & implemented the Company’s first fully functional corporate budget down to the department level. Show less



STERIS Corporation/Total Repair Express

• Controller

  • 2011 - 2013

  Hillsborough, New Jersey/Lake Orion Michigan A publicly traded $1.5B medical equipment manufacturer/ privately held medical instrument repair company with revenues of $32M. Partnered with CEO in successful integration of financial operations / processes for company merger. Ensured maximum cost savings and reorganization, including transition / relocation of corporate headquarters, accomplished within 18 months. * Oversee all general accounting and finance functions for seven different companies with… Show more A publicly traded $1.5B medical equipment manufacturer/ privately held medical instrument repair company with revenues of $32M. Partnered with CEO in successful integration of financial operations / processes for company merger. Ensured maximum cost savings and reorganization, including transition / relocation of corporate headquarters, accomplished within 18 months. * Oversee all general accounting and finance functions for seven different companies with annual, consolidated revenues of $32M. * Manage Accounting, Accounts Receivables, Collections, Purchasing and Accounts Payable departments with three managers and 11 staff members. * Handle preparation, organization and execution of annual financial audit. * Create and implement various internal control policies in accordance with GAAP. * Implemented cost savings initiatives, resulting in annual savings of approximately $900K. * Oversee insurance functions for all companies, four properties and a fleet of over 60 vehicles. * Manage daily treasury functions, including renegotiation of a $5M line of credit. Show less



North American Bancard

• United States
• Financial Services
• 100 - 200 Employee

• Corporate Controller

  • 2005 - 2011

  Troy, Michigan Privately held merchant credit card processor with revenues of $300M. Organized, managed and developed processes to enable growth from a $50M company with four accounting department staff members to a $300M company with 14 staff members and three managers. * Oversaw all general accounting and finance functions for eight different companies with annual, consolidated revenues of $300M. * Managed Accounting, Accounts Receivables and Accounts Payable departments… Show more Privately held merchant credit card processor with revenues of $300M. Organized, managed and developed processes to enable growth from a $50M company with four accounting department staff members to a $300M company with 14 staff members and three managers. * Oversaw all general accounting and finance functions for eight different companies with annual, consolidated revenues of $300M. * Managed Accounting, Accounts Receivables and Accounts Payable departments. * Supervised preparation, organization and execution of annual financial audit. * Created and implemented various internal control policies in accordance with GAAP. * Assessed accounting operations and recommended changes, as necessary. * Managed internal audit of all income and expense sources related to credit card, check guarantee, wireless providers and gift card services, with resulting annual savings of approximately $750K. * Oversaw insurance functions for all companies and four properties. * Managed daily treasury functions and managed $25M line of credit. * Converted accounting, accounts payable and accounts receivable functions from Peachtree accounting to Great Plains software, as well as integrating it into various internal software systems. * Possessed Mergers and Acquisitions experience from due diligence to successful acquisition and integration on transactions, ranging from asset purchases to complete companies. * Instructed a class of 15 internal management candidates on computer use and proficiency. Show less



Great Expressions Dental Centers

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Controller

  • 2001 - 2005

  Bloomfield Hills, Michigan Privately held corporate dental office with revenues of $37M. Organized and automated data; streamlined financial processes to ensure GAAP conformity. * Oversaw all accounting and treasury functions, including day-to-day cash management for over 70 dental clinics and one optical clinic, located in seven states with $37M annual revenue, utilizing Best Software’s Platinum accounting software. * Managed Accounting, Accounts Payable and Payroll departments… Show more Privately held corporate dental office with revenues of $37M. Organized and automated data; streamlined financial processes to ensure GAAP conformity. * Oversaw all accounting and treasury functions, including day-to-day cash management for over 70 dental clinics and one optical clinic, located in seven states with $37M annual revenue, utilizing Best Software’s Platinum accounting software. * Managed Accounting, Accounts Payable and Payroll departments, including overseeing seven staff members; responsibility for hire / fire. * Directed and monitored managed care accounts receivables of $20M, including collections, researching and analyzing actual to estimated receipt discrepancies. Resolved insurance related issues. * Handled preparation, organization and execution of annual financial audit. * Automated accounting department policies and procedures to allow no personnel changes necessary from $23M of revenue in 2000 to $75M in 2004. * Implemented daily treasury functions and upgraded debt and cash functions to real-time basis. * Coordinated all property tax returns and organized any applicable audits requested by various taxing authorities. Show less



Handleman

• Treasury Manager

  • 1999 - 2001

  Troy, Michigan Publicly traded Distribution Company with revenues of $1.2B. 1999 - 2001 Worked closely with Treasurer in updating, automating and maintaining all aspects of company’s financial arrangements. Managed two staff members. * Managed daily cash position, including all debt and investing activities for US and foreign operations and foreign currency transactions. * Maintained extensive internal reporting on compliance issues and external reporting for the… Show more Publicly traded Distribution Company with revenues of $1.2B. 1999 - 2001 Worked closely with Treasurer in updating, automating and maintaining all aspects of company’s financial arrangements. Managed two staff members. * Managed daily cash position, including all debt and investing activities for US and foreign operations and foreign currency transactions. * Maintained extensive internal reporting on compliance issues and external reporting for the $150M revolving credit facility. * Oversaw all banking functions and cash management for over 30 bank accounts. * Maintained all internal cash statements for officers of company, including monthly, quarterly and annual cash forecasts and budgets. * Served as lead staff member on due diligence, acquisition and implementation of new $200M credit facility to help restructure financial arrangements of the company. Show less



Handleman Company

• Retail
• 1 - 100 Employee

• Senior Accountant

  • 1996 - 1999

  Troy, Michigan Led team through reorganization as well as redevelopment of financial process in compliance with GAAP practices. Supervised two staff accountants. * Aided in conversion from MAS90 to Oracle Software for distribution services and financial accounting. * Prepared monthly, quarterly and year-to-date financial statements, including consolidated income statements / balance sheets for United States and international operations. * Developed extensive reporting with… Show more Led team through reorganization as well as redevelopment of financial process in compliance with GAAP practices. Supervised two staff accountants. * Aided in conversion from MAS90 to Oracle Software for distribution services and financial accounting. * Prepared monthly, quarterly and year-to-date financial statements, including consolidated income statements / balance sheets for United States and international operations. * Developed extensive reporting with emphasis on balance sheet, income statement and intercompany transactional analysis. Show less