Experience

Seniors First

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2017 - Present



SimTech Defense Services, LLC

• Orlando, FL

• Chief Financial Officer/Co-Owner

  • Jan 2015 - Present



Heart of Florida United Way

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Director, Resource Development - Campaign

  • Nov 2012 - Apr 2017

  • Provide oversight and leadership of Resource Development Department, which includes an $18 million fundraising campaign and various special event fundraisers. • Develop and maintain strong network of contacts within the local community to identify potential revenue streams, secure event sponsorships, provide volunteer opportunities and increase the Heart of Florida brand awareness. • Execute campaign plans for assigned accounts, divisions and initiatives. This includes assisting… Show more • Provide oversight and leadership of Resource Development Department, which includes an $18 million fundraising campaign and various special event fundraisers. • Develop and maintain strong network of contacts within the local community to identify potential revenue streams, secure event sponsorships, provide volunteer opportunities and increase the Heart of Florida brand awareness. • Execute campaign plans for assigned accounts, divisions and initiatives. This includes assisting campaign managers with the development of campaign strategies to meet or exceed goals, coordinating necessary campaign and recognition activities, conducting training sessions, presentations, and scheduling agency speakers/tours. • Analyze individual giving and group fundraising through evaluation of account-specific data such as participation rate, per capita and average gift.

• Sr Manager of Corporate Relations

  • Nov 2012 - Sep 2013

• Sponsored Executive

  • Aug 2012 - Nov 2012

  • Developed and facilitated campaign presentations to numerous businesses across a tri-county area. Exceeded all fundraising goals.



The Walt Disney Company

• United States
• Entertainment Providers
• 700 & Above Employee

• Manager, Travel & Entertainment Operations

  • Nov 2011 - Jun 2012

  • Directed a special project team that focused on system process efficiencies and project cost reductions resulting in over $1.4M in sustainable annual savings. • Directed a special project team that focused on system process efficiencies and project cost reductions resulting in over $1.4M in sustainable annual savings.



Walt Disney World

• United States
• Entertainment Providers
• 700 & Above Employee

• Loaned Executive to Heart of Florida United Way

  • Aug 2011 - Nov 2011

  • Selected to represent Walt Disney Parks and Resorts US as their loaned executive for the 2011 Heart of Florida United Way campaign. • Developed and facilitated campaign presentations to numerous businesses across a tri-county area. Exceeded all fundraising goals.

• Finance Manager, Financial Systems

  • Dec 2009 - Aug 2011

  • Partnered with operations and finance leaders on system implementations and conversions including a new Labor Demand Planning System (LDPS), a new hotel front desk and reservation system (Lilo), and standardization of financial statement analytics for consistent definitions and calculations of all key performance metrics. • Developed and facilitated numerous finance training programs and presentations whose audiences included hourly employees as well as key Finance and Operation managers… Show more • Partnered with operations and finance leaders on system implementations and conversions including a new Labor Demand Planning System (LDPS), a new hotel front desk and reservation system (Lilo), and standardization of financial statement analytics for consistent definitions and calculations of all key performance metrics. • Developed and facilitated numerous finance training programs and presentations whose audiences included hourly employees as well as key Finance and Operation managers and executives.

• Finance Manager, Business Operations

  • Sep 2006 - Dec 2009

  • Established programs which included work life balance scheduling and the restructuring/redeployment of job responsibilities for 74 team members, both salaried and O&T, to provide equitable workloads across teams. Increased morale and the elimination of overtime and temporary help resulted in labor savings of $100K an-nually. • Directed the rollout of the Teller Cash Recycler (TCR) program by partnering with Food & Beverage, Merchandise, Guest Relations, and Front Desk operations in the… Show more • Established programs which included work life balance scheduling and the restructuring/redeployment of job responsibilities for 74 team members, both salaried and O&T, to provide equitable workloads across teams. Increased morale and the elimination of overtime and temporary help resulted in labor savings of $100K an-nually. • Directed the rollout of the Teller Cash Recycler (TCR) program by partnering with Food & Beverage, Merchandise, Guest Relations, and Front Desk operations in the conversion from manual to an automated cash counting system. Integral part of this program was the development and implementation of operational and departmental process efficiencies, including eliminating third party contracts which resulted in savings of $400K annually.

• Finance Manager, Financial Planning and Segment Reporting

  • Sep 2003 - Aug 2006

  • Coordinated the consolidation of month end, quarter end, and year end accounting processes, partnering with other divisions within the Controllership and operation areas across property. Automated the financial statement analysis/explanation process which reduced the review and consolidation function from 2 days to 4 hours. • Managed the Walt Disney World Resort financial reporting team of 12 direct reports whose responsibilities included financial statement preparation, general ledger… Show more • Coordinated the consolidation of month end, quarter end, and year end accounting processes, partnering with other divisions within the Controllership and operation areas across property. Automated the financial statement analysis/explanation process which reduced the review and consolidation function from 2 days to 4 hours. • Managed the Walt Disney World Resort financial reporting team of 12 direct reports whose responsibilities included financial statement preparation, general ledger reconciliations, and compliance with GAAP/Sarbanes-Oxley guidelines.

• Senior Buisiness Analyst

  • Jun 1999 - Sep 2003

  • Analyzed financial performance and developed Capital, Five Year, Annual Operating Plans, Quarterly fore-casts and Month end reporting for multiple lines of business including Food & Beverage, Convention, Merchandise, Entertainment, and Attraction Operations. • Provided analytical support and ad hoc reports to management, including trend analysis of revenue/cost centers. • Partnered directly with operators to evaluate needs and opportunities within their areas to meet financial targets.… Show more • Analyzed financial performance and developed Capital, Five Year, Annual Operating Plans, Quarterly fore-casts and Month end reporting for multiple lines of business including Food & Beverage, Convention, Merchandise, Entertainment, and Attraction Operations. • Provided analytical support and ad hoc reports to management, including trend analysis of revenue/cost centers. • Partnered directly with operators to evaluate needs and opportunities within their areas to meet financial targets. This collaboration resulted in the generation and the facilitation of a financial awareness training program. • Chosen to lead the SAP implementation and training programs for finance and operations at Downtown Disney. • Evaluation of financial viability and preparation of proformas for new business ventures



Cumberland Allegiance/ The Allegiance Group

• Controller

  • 1985 - 1999

  • Coordinated a team of 7-10 and directly participated in the accounting of over $460 million in real estate development, $1.5 million in payroll and $2 million in fee revenue annually. Scope included both commercial and residential development, construction of 4,800 multifamily units and management of 34 partnerships/LLC corporations. • Involved in the negotiation of third party management contracts, development contracts and closing documents for all construction deals. • Partnered… Show more • Coordinated a team of 7-10 and directly participated in the accounting of over $460 million in real estate development, $1.5 million in payroll and $2 million in fee revenue annually. Scope included both commercial and residential development, construction of 4,800 multifamily units and management of 34 partnerships/LLC corporations. • Involved in the negotiation of third party management contracts, development contracts and closing documents for all construction deals. • Partnered with job superintendents in the development of project plans and subcontractor draw schedules. Reviewed all lender and subcontractor AIA draw requests, verifying percentage of completion and ensuring that all supplier lien releases were received. • Generated future development pro-forma and cash flow projections. • Drafted and reviewed work papers for both HUD based and independently required audits. • Designed variety of reports for property management and construction to meet reporting requirements that were not part of normal scope of standard package offering (Solomon Accounting; AMSI software). Show less • Coordinated a team of 7-10 and directly participated in the accounting of over $460 million in real estate development, $1.5 million in payroll and $2 million in fee revenue annually. Scope included both commercial and residential development, construction of 4,800 multifamily units and management of 34 partnerships/LLC corporations. • Involved in the negotiation of third party management contracts, development contracts and closing documents for all construction deals. • Partnered… Show more • Coordinated a team of 7-10 and directly participated in the accounting of over $460 million in real estate development, $1.5 million in payroll and $2 million in fee revenue annually. Scope included both commercial and residential development, construction of 4,800 multifamily units and management of 34 partnerships/LLC corporations. • Involved in the negotiation of third party management contracts, development contracts and closing documents for all construction deals. • Partnered with job superintendents in the development of project plans and subcontractor draw schedules. Reviewed all lender and subcontractor AIA draw requests, verifying percentage of completion and ensuring that all supplier lien releases were received. • Generated future development pro-forma and cash flow projections. • Drafted and reviewed work papers for both HUD based and independently required audits. • Designed variety of reports for property management and construction to meet reporting requirements that were not part of normal scope of standard package offering (Solomon Accounting; AMSI software). Show less