Bio
Experience
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EG Tax Service
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Lewiston, ny
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Tax Practitioner
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Sep 2019 - Present
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Lewiston, ny
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Phoenix Hospitality + Entertainment
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Buffalo/Niagara, New York Area
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Chief Financial Officer
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May 2017 - Mar 2019
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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.
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Youngstown Yacht Club and a local non-profit
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Treasurer (volunteer)
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2014 - Dec 2018
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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.
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United States
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Hospitality
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700 & Above Employee
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Director of Financial Planning and Analysis
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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.
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Director of Finance, Hospitality Group
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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.
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Manager of Finance
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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.
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Senior Financial Analyst
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1988 - 2002
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Occidental Chemical Company
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Niagara Falls, NY
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Treasury Associate
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1983 - 1988
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Niagara Falls, NY
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Gaines Kriner Elliott, LLP
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Buffalo, NY
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Auditor / Tax Preparation
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1981 - 1983
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Buffalo, NY
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Education
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1978 - 1980University of California, Irvine - The Paul Merage School of Business
Master of Science, Administration / MBA, Business Administration -
1974 - 1978John Carroll University
Bachelor of Science, Finance, Finance
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