Experience

The PLI Group

• United States
• Construction
• 1 - 100 Employee

• CEO/Owner

  • Aug 2020 - Present



Barnes Dennig

• United States
• Accounting
• 100 - 200 Employee

• Senior Manager

  • Feb 2020 - Aug 2020

  Merger & Acquisition services including acquisition search processes, structured auction processes for selling, preparing ‘readiness-for-sale’ assessment plans for company seeking to sell, capital raising and due diligence services as well as valuation services related to a proposed transaction.



DePaul Cristo Rey High School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• CFO / Director of Business Administration

  • Sep 2015 - Dec 2019

  Cincinnati Area, OH ● Strong leadership, interpersonal and communication skills gained managing a team of 9 staff across 4 departments and overseeing their daily work performance. ● Oversaw all accounting and financial operations of the school including budgets, cash/treasury, accounts receivable, accounts payable, payroll, purchasing, financial reporting, etc. ● Developed forecasts to identify major sources of revenue available to the school from private funding, grants and foundations to state and federal… Show more ● Strong leadership, interpersonal and communication skills gained managing a team of 9 staff across 4 departments and overseeing their daily work performance. ● Oversaw all accounting and financial operations of the school including budgets, cash/treasury, accounts receivable, accounts payable, payroll, purchasing, financial reporting, etc. ● Developed forecasts to identify major sources of revenue available to the school from private funding, grants and foundations to state and federal funding/programs. ● Identified and analyzed significant social, demographic and economic changes which impacted the financial plan of the school and developed organization improvements to minimize expenditures. ● Protected the school assets by establishing, monitoring, and enforcing internal controls and coordinating the school’s risk management system. ● Secured $4 M in alternative funding and managed the beginning to end process of receiving funds and post compliance of New Market Tax Credits. ● Attended internal and external meetings and represented the organization at various board meetings. ● Developed quarterly financial reports and presented findings to Finance Committee and Board of Directors. ● Provided fiscal leadership for school programs/services in order to enhance the effectiveness of schools and the performance of all students. ● Communicated regularly with senior management and finance chair to provide guidance and ensure organization was carrying out financial mission. ● Oversaw the design, budgeting, and construction of a $20 M new facility. ● Developed and maintained excellent relationships with students, vendors, clients, bankers, donors, etc. Show less



Xavier University

• United States
• Higher Education
• 700 & Above Employee

• Senior Tax Accountant

  • Aug 2010 - Sep 2015

  Cincinnati Area, OH ● Prepared tax filings and developed, applied and interpreted university tax policies and procedures to ensure tax compliance with federal, state, local and foreign rules, regulations and requirements. ● Researched tax and compliance issues and ensured the implementation and management of appropriate safeguards for tax compliance, as well as, compliance with tax reporting requirements. ● Reviewed contracts and partnered with business managers and financial administrators to review new… Show more ● Prepared tax filings and developed, applied and interpreted university tax policies and procedures to ensure tax compliance with federal, state, local and foreign rules, regulations and requirements. ● Researched tax and compliance issues and ensured the implementation and management of appropriate safeguards for tax compliance, as well as, compliance with tax reporting requirements. ● Reviewed contracts and partnered with business managers and financial administrators to review new revenue streams and optimize tax position. Identifying ways to minimize liabilities while maintaining tax-exempt status. ● Provided support during the annual audit process, both external audits and internal audits as it relates to tax compliance and reporting. ● Developed and managed relationships with external service providers and communicated with tax authorities on behalf of the university. ● Interacted with all levels of the organization, influenced senior management and business partners, and drove process improvement strategies. ● Advised campus community on rules/regulations surrounding fundraising and raffle activities and assists in analyzing and mitigating tax risk exposures for the University. ● Monitored compliance of employee benefits within accountable plan. Show less



Barnes Dennig

• United States
• Accounting
• 100 - 200 Employee

• Senior Accountant

  • Jan 2003 - Aug 2010

  Cincinnati Area, OH ● Prepared and reviewed tax forms including 990, 990T, 990PF for not-for-profit clients. ● Researched various tax issues related to tax-exempt status and compliance. ● Provided clients with trusted tax expertise and advise while providing solutions to complex tax issues. ● Interacted and maintained excellent relationships with all levels inside and outside the organization, anticipated problems, prioritized tasks list and exercised good judgment in decision making. ● Managed… Show more ● Prepared and reviewed tax forms including 990, 990T, 990PF for not-for-profit clients. ● Researched various tax issues related to tax-exempt status and compliance. ● Provided clients with trusted tax expertise and advise while providing solutions to complex tax issues. ● Interacted and maintained excellent relationships with all levels inside and outside the organization, anticipated problems, prioritized tasks list and exercised good judgment in decision making. ● Managed, coached and developed direct reports and fostered a culture of innovative thinking and knowledge sharing. ● Prepared budgets and ensured work was performed with desired realization. ● Collaborated and communicated regularly with senior management to provide updates, manage task lists and timelines in order to meet budgetary goals and objectives. Show less



Chiquita

• Internal Auditor

  • 1999 - 2002

  Cincinnati Area, OH ● Completed daily administration of cash management activities including supervision of back office trading activities and debt compliance. ● Maintained bank accounts, cash levels, revolver maintenance and investments. ● Analyzed, enhanced and maintained all reporting systems in the cash management area. ● Protected the company’s assets by monitoring, enforcing and evaluating the effectiveness of controls. ● Researched, analyzed and ascertained the accuracy/reliability of financial… Show more ● Completed daily administration of cash management activities including supervision of back office trading activities and debt compliance. ● Maintained bank accounts, cash levels, revolver maintenance and investments. ● Analyzed, enhanced and maintained all reporting systems in the cash management area. ● Protected the company’s assets by monitoring, enforcing and evaluating the effectiveness of controls. ● Researched, analyzed and ascertained the accuracy/reliability of financial and statistical data. ● Assessed and evaluated company resources to ensure the fiscal integrity and maximum profitability for the business. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Accountant

  • 1997 - 1999

  Cincinnati Area, OH ● Applied GAAP and other industry-specific regulations, guidelines and accounting principles in order to ensure operational excellence ● Built, broadened and strengthened relationships with clients ● Identified client issues, offered solutions and resolved problems on a timely basis ● Demonstrated strong planning and organizations skills as ability to meet deadlines ● Developed and cultivated a network of business and civic associations ● Collaborated and communicated regularly… Show more ● Applied GAAP and other industry-specific regulations, guidelines and accounting principles in order to ensure operational excellence ● Built, broadened and strengthened relationships with clients ● Identified client issues, offered solutions and resolved problems on a timely basis ● Demonstrated strong planning and organizations skills as ability to meet deadlines ● Developed and cultivated a network of business and civic associations ● Collaborated and communicated regularly with senior management to provide updates, manage task lists and timelines in order to meet budgetary goals and objectives. Show less