Experience

Azure Funding

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Controller

  • Apr 2023 - Present



CLA (CliftonLarsonAllen)

• Accounting
• 700 & Above Employee

• CFO, Biz Ops

  • Mar 2022 - Apr 2023



Greentree Toyota

• Danbury, CT

• CFO

  • Sep 1997 - Jan 2022

  Hands-On Financial Leadership of a Stand-alone Toyota/Scion franchise reporting to the Owner. Out-of-the-box thinker, proactive installation/administration of procedures and processes to achieve “kaizen” (constant change for the better) within the dealership. Liaise with and advise Owner on achieving and maximizing profitability and cash generation. Direct and develop a staff of 10 in accounting, finance, IT, facilities, Payroll, A/R, A/P and HR. Financial statement preparation… Show more Hands-On Financial Leadership of a Stand-alone Toyota/Scion franchise reporting to the Owner. Out-of-the-box thinker, proactive installation/administration of procedures and processes to achieve “kaizen” (constant change for the better) within the dealership. Liaise with and advise Owner on achieving and maximizing profitability and cash generation. Direct and develop a staff of 10 in accounting, finance, IT, facilities, Payroll, A/R, A/P and HR. Financial statement preparation reporting to Toyota corporate by 10th business day of the month. Monthly reporting and analysis on key metrics regarding Toyota benchmarks and breakeven analysis. Interact/advise peers on management team. Implement/maintain operational policy and procedures for dealership overall. State and Federal tax filings. Weekly commission and monthly bonus computations. Floorplan reconciliation monthly. Coordinate annual audit with external auditors. ♦ Saved over $100,000 on 3 flood recoveries by contracting with outside adjusters to help mediate FEMA declared depreciation and replacement values of assets ♦ Increased profit year-over-year on average by $15,000 by negotiating with outside trade vendors ♦ Successfully led conversion and end user training from Reynolds & Reynolds system to ADP and in-house payroll to ADP inclusive of biometric hand scanning ♦ Expert in Workers Comp, Garage Keepers, Pollution, EPLI, ADPD and Cyber insurances renewing with best deal each year Show less Hands-On Financial Leadership of a Stand-alone Toyota/Scion franchise reporting to the Owner. Out-of-the-box thinker, proactive installation/administration of procedures and processes to achieve “kaizen” (constant change for the better) within the dealership. Liaise with and advise Owner on achieving and maximizing profitability and cash generation. Direct and develop a staff of 10 in accounting, finance, IT, facilities, Payroll, A/R, A/P and HR. Financial statement preparation… Show more Hands-On Financial Leadership of a Stand-alone Toyota/Scion franchise reporting to the Owner. Out-of-the-box thinker, proactive installation/administration of procedures and processes to achieve “kaizen” (constant change for the better) within the dealership. Liaise with and advise Owner on achieving and maximizing profitability and cash generation. Direct and develop a staff of 10 in accounting, finance, IT, facilities, Payroll, A/R, A/P and HR. Financial statement preparation reporting to Toyota corporate by 10th business day of the month. Monthly reporting and analysis on key metrics regarding Toyota benchmarks and breakeven analysis. Interact/advise peers on management team. Implement/maintain operational policy and procedures for dealership overall. State and Federal tax filings. Weekly commission and monthly bonus computations. Floorplan reconciliation monthly. Coordinate annual audit with external auditors. ♦ Saved over $100,000 on 3 flood recoveries by contracting with outside adjusters to help mediate FEMA declared depreciation and replacement values of assets ♦ Increased profit year-over-year on average by $15,000 by negotiating with outside trade vendors ♦ Successfully led conversion and end user training from Reynolds & Reynolds system to ADP and in-house payroll to ADP inclusive of biometric hand scanning ♦ Expert in Workers Comp, Garage Keepers, Pollution, EPLI, ADPD and Cyber insurances renewing with best deal each year Show less



Skipper Bud, LLC

• Wilmington, NC

• Controller

  • 1996 - 1997

  Reported to Owner of this new division of Skipper Bud Yacht Brokerage & Marina. Start up for overall operations, accounting systems, and financial controls. Led and developed staff in accounting, facilities administration, and HR functions. Developed, implemented and managed IT functions. Co-Managed the Sales, Service and Parts departments. Cash Management and banking relationships. Established credit with outside vendors. Maintained yacht inventory relationships with floorplan… Show more Reported to Owner of this new division of Skipper Bud Yacht Brokerage & Marina. Start up for overall operations, accounting systems, and financial controls. Led and developed staff in accounting, facilities administration, and HR functions. Developed, implemented and managed IT functions. Co-Managed the Sales, Service and Parts departments. Cash Management and banking relationships. Established credit with outside vendors. Maintained yacht inventory relationships with floorplan companies. G/L and inventory maintenance on Monolith hardware utilizing IDS software. ♦ Converted a manual Accounting, Sales, Service and Parts business to a fully integrated, computerized system within 60 days. Directed all aspects of the project from initial business studies and selection of technology through system installation, testing, conversion and end user training. Show less Reported to Owner of this new division of Skipper Bud Yacht Brokerage & Marina. Start up for overall operations, accounting systems, and financial controls. Led and developed staff in accounting, facilities administration, and HR functions. Developed, implemented and managed IT functions. Co-Managed the Sales, Service and Parts departments. Cash Management and banking relationships. Established credit with outside vendors. Maintained yacht inventory relationships with floorplan… Show more Reported to Owner of this new division of Skipper Bud Yacht Brokerage & Marina. Start up for overall operations, accounting systems, and financial controls. Led and developed staff in accounting, facilities administration, and HR functions. Developed, implemented and managed IT functions. Co-Managed the Sales, Service and Parts departments. Cash Management and banking relationships. Established credit with outside vendors. Maintained yacht inventory relationships with floorplan companies. G/L and inventory maintenance on Monolith hardware utilizing IDS software. ♦ Converted a manual Accounting, Sales, Service and Parts business to a fully integrated, computerized system within 60 days. Directed all aspects of the project from initial business studies and selection of technology through system installation, testing, conversion and end user training. Show less



COVERBIND

• United States
• Retail Office Equipment
• 1 - 100 Employee

• Assistant Controller

  • 1990 - 1996

  Directed and developed 4 finance professionals in G/L, financial reporting, cost accounting, treasury, tax, credit & collections, billing, A/P, payroll and HR. Controlled monthly and annual accounting close including coordination of year- end audit with external auditors. Financial results presentation to management in quarterly reviews. Cash management which included line of credit and bank audits. Annual Budget development inclusive of sales quotas. Developed various financial… Show more Directed and developed 4 finance professionals in G/L, financial reporting, cost accounting, treasury, tax, credit & collections, billing, A/P, payroll and HR. Controlled monthly and annual accounting close including coordination of year- end audit with external auditors. Financial results presentation to management in quarterly reviews. Cash management which included line of credit and bank audits. Annual Budget development inclusive of sales quotas. Developed various financial policies and procedures for the company’s operations manual. ♦ Leader of team designated for systems conversion. Purchased, implemented and conducted end user training on IBM Risc 600 utilizing MRP & MFG Pro software ♦ Contributed $60K to operating profit by chasing down and collecting over charges on shipping by UPS ♦ Reduced DSO on 90 and 120 days to less than 2% of total receivables. Show less Directed and developed 4 finance professionals in G/L, financial reporting, cost accounting, treasury, tax, credit & collections, billing, A/P, payroll and HR. Controlled monthly and annual accounting close including coordination of year- end audit with external auditors. Financial results presentation to management in quarterly reviews. Cash management which included line of credit and bank audits. Annual Budget development inclusive of sales quotas. Developed various financial… Show more Directed and developed 4 finance professionals in G/L, financial reporting, cost accounting, treasury, tax, credit & collections, billing, A/P, payroll and HR. Controlled monthly and annual accounting close including coordination of year- end audit with external auditors. Financial results presentation to management in quarterly reviews. Cash management which included line of credit and bank audits. Annual Budget development inclusive of sales quotas. Developed various financial policies and procedures for the company’s operations manual. ♦ Leader of team designated for systems conversion. Purchased, implemented and conducted end user training on IBM Risc 600 utilizing MRP & MFG Pro software ♦ Contributed $60K to operating profit by chasing down and collecting over charges on shipping by UPS ♦ Reduced DSO on 90 and 120 days to less than 2% of total receivables. Show less