See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Michael Banks is a seasoned finance professional with extensive experience in financial analysis, strategic planning, and leadership. He has held various roles in finance, including Director of Financial Planning and Analysis, Chief Financial Officer, and Senior Financial Analyst. Banks has a strong educational background in business administration and finance, with an MBA from the University of California, Irvine, and a Bachelor of Science in Finance from John Carroll University.

Experience

  • EG Tax Service
    • Lewiston, ny
    • Tax Practitioner
      • Sep 2019 - Present
      • Lewiston, ny

  • Phoenix Hospitality + Entertainment
    • Buffalo/Niagara, New York Area
    • Chief Financial Officer
      • May 2017 - Mar 2019
      • Buffalo/Niagara, New York Area

      Leader of a start-up restaurant company that successfully opened three restaurants and currently have two more under development. Responsibilities included managing day to day operations of the Finance function including accounting, financial reporting, budgeting, and payroll. Managed weekly operational review process and new business development initiatives. Established 401-k, medical and insurance benefits programs. A new ownership investment group came onboard and stipulated that the accounting and finance function move to their home office in Texas.

  • .
    • Youngstown Yacht Club and a local non-profit
    • Treasurer (volunteer)
      • 2014 - Dec 2018
      • Youngstown Yacht Club and a local non-profit

      Treasurer for the Youngstown Yacht Club and Treasurer at a local non-profit. In both roles I have led projects to install new financial software systems, improve internal controls and build an efficient financial team. Responsible for placing new project financing and managing investment accounts.

    • United States
    • Hospitality
    • 700 & Above Employee
    • Director of Financial Planning and Analysis
      • 2008 - 2013

      Leader of a department responsible for new business proposals, the annual plan/projection process, analysis of results and financial reporting to senior management and ownership for a company with $2.2 billion annual revenues, $300 million capital budget, and 47,000 employees in 5 countries.

    • Director of Finance, Hospitality Group
      • 2006 - 2008

      Led a newly created department that combined resources from different operating companies into one cohesive department responsible for new contract business proposals, planning and projecting financial results for the group. The Hospitality Group consisted of 3 major operating companies that relied on renewing and adding new contract business for growth and sustainability.

    • Manager of Finance
      • 2002 - 2006

      Provided leadership to 4 Financial Analysts. Promoted continual improvement, consistent, accurate and timely reporting. Developed and cross trained analysts and shared departmental best practices.

    • Senior Financial Analyst
      • 1988 - 2002

    • Treasury Associate
      • 1983 - 1988
      • Niagara Falls, NY

    • Auditor / Tax Preparation
      • 1981 - 1983
      • Buffalo, NY

Education

  • 1978 - 1980
    University of California, Irvine - The Paul Merage School of Business
    Master of Science, Administration / MBA, Business Administration
  • 1974 - 1978
    John Carroll University
    Bachelor of Science, Finance, Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles