Bio
Credentials
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CPA
State of Florida
Experience
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Epic Flight Academy
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New Smyrna Beach, Florida
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CFO
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Jul 2017 - Present
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New Smyrna Beach, Florida
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Senior Financial Representative
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Apr 2015 - Jul 2017
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Crowe Horwath LLP
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Tampa/St. Petersburg, Florida Area
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Senior Accountant
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Jan 2013 - Mar 2015
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Tampa/St. Petersburg, Florida Area
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PwC LLP
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Tampa/St. Petersburg, Florida Area
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Associate
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2011 - Nov 2012
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Tampa/St. Petersburg, Florida Area
CPA with experience in financial statement audits for SEC and privately owned companies. Completed work for multiple Fortune 500 companies in a variety of industries including banking, asset management, defense, and manufacturing. Completed reviews of foreclosures for a major banking client caused by an order from the OCC. Managed the external confirmations process for multiple engagements (exceeding 50) by leading a five member team. Key Accomplishments• Achieved a Team Lead role within the first year with the firm. Responsible for training and managing five team members in the external confirmation process.• Chosen to lead a project requiring the development of testing procedures needed to calculate borrower harm as defined under the Soldiers and Sailors Relief Act (foreclosure review engagement completed for large banking client). • Demonstrated ability to multi task by managing multiple engagements simultaneously while meeting deadlines.
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Ford Motor Credit Company
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Tampa/St. Petersburg, Florida Area
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Financial Analyst
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2008 - 2011
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Tampa/St. Petersburg, Florida Area
Write commercial credit requests for Ford dealerships operating in Florida, Alabama and Georgia. Reconcile tax returns, audited financial statements, reviews or compilations with dealership internal financial statements using trial balances and the GL. Resolve discrepancies by communicating with CPAs and dealership personnel. Complete acquisition packages by analyzing forecasts and pro forma financial statements for reasonableness and preparing and completing all required legal documents. Complete financial analysis with focus on debt ratios, liquidity and operating performance. Prepare internal cash flow statements to test loan repayment ability.
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Region Manager
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2005 - 2008
Senior manager of a territory with $1.0 billion in managed receivables. The region was the geographical size of the east coast of the US including the major metropolitan markets of Sydney and Brisbane. Direct account management responsibility for the Australian Automotive Group (AAG) and AP Eagers, two large public companies with combined credit facilities exceeding $200 million. AAG consists of eight Ford dealerships and is the largest Ford dealer in Australia based on sales. Managed a staff of thirty-five employees with a direct reporting relationship to the Managing Director of Ford Credit Australia.
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United States
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Financial Services
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700 & Above Employee
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Region Manager
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2003 - 2005
Manager of a thirty employee region in Orlando servicing central and north Florida Jaguar, Land Rover, Mazda and non-Ford branded dealerships with managed receivables of $800 million. Authorized to approve $10 million in inventory financing, revolving lines of credit, and loans. Managed a variety of dealer defaults including three dealer liquidations without any loss to Ford Credit
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Region Manager
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1994 - 2003
Manager of a seventeen employee region in Richmond, Virginia servicing Jaguar, Land Rover, Mazda and non-Ford branded dealerships. All sales objectives were exceeded during the 2000 to 2002 business cycles. Receivables increased from $200 million to $500 million in three years. Objectives met through effective recruitment, changing the strategic sales direction and developing broad regional and dealer specific marketing plans.
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Various
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1988 - 1994
Completed a variety of positions including collections, credit analysis, dealer credit, audits and sales.
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Education
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1999 - 2001Vanderbilt University - Owen Graduate School of Management
MBA, Finance, General -
2011 - 2011University of Tampa
Accounting -
1987 - 1990Florida Institute of Technology
Accounting -
1981 - 1985Marshall University
BBA, Management
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