Experience

Terrasmart

• United States
• Renewables & Environment
• 100 - 200 Employee

• Senior Director of Project Management

  • Apr 2023 - Present

  Fort Myers, Florida, United States

• Director Of Operations

  • Feb 2020 - Apr 2023

  Fort Myers, Florida Area

• Director of Finance

  • Aug 2014 - Feb 2020

  Fort Myers, FL Senior executive manager of finance and accounting processes for a North American solar ground mount racking, design, engineering, manufacturing and installation company. • Successfully met all regulatory, financial reporting, tax, and audit requirements • Responsible for financial statement preparation, month end close and reporting function including monthly and quarterly reports and annual financial audit including footnotes and supplemental schedules • Implemented processes to… Show more Senior executive manager of finance and accounting processes for a North American solar ground mount racking, design, engineering, manufacturing and installation company. • Successfully met all regulatory, financial reporting, tax, and audit requirements • Responsible for financial statement preparation, month end close and reporting function including monthly and quarterly reports and annual financial audit including footnotes and supplemental schedules • Implemented processes to establish a valid and timely Work In Progress schedule for financial reporting; same process also now used as a tool for project management to monitor project progress and profitability in a timely manner • Assumed full responsibility for the custodianship of fixed assets, which included extensive capital budgeting • Collaborated and maintained relationships with financial institutions as well as financed more than $12 million in capital assets fort items such as equipment, machinery, lines of credit, vehicles, facilities, etc. • Successfully secured over $1.225 million in research and development tax credits by developing processes to track all R&D expenses through purchasing and labor • Work alongside ownership/executive management members to develop forecasts, budgets, cash flows and future trend analyses while reviewing past reporting and trends to assist with compilation • Handled all financial aspects of 4 separate companies under same and/or similar ownership • Championed and rendered oversight to the implementation of NetSuite ERP software (enterprise resource planning) • Obtained financing and assisted in project and site-related objectives for new office construction, including acquisition, operating financing, financial controls, systems integration, and audits • As an executive team member, provide financial analysis for new and existing programs as well as internal departments; assist with data and tech resource allocation; participate and lead company growth initiatives



Self Employed

• Real Estate
• 1 - 100 Employee

• Chief Financial Officer

  • 2010 - 2014

  Fort Myers, Florida Area Outsourced CFO services assisting several small and medium sized businesses simultaneously with strategic financial management, data integrity, business forecasting and management reporting • Responsible for financial statement preparation, month end close and reporting function including quarterly reports and annual financial audit including footnotes and supplemental schedules • Evaluate and recommend changes to accounting and accounting-related policies, procedures, practices and… Show more Outsourced CFO services assisting several small and medium sized businesses simultaneously with strategic financial management, data integrity, business forecasting and management reporting • Responsible for financial statement preparation, month end close and reporting function including quarterly reports and annual financial audit including footnotes and supplemental schedules • Evaluate and recommend changes to accounting and accounting-related policies, procedures, practices and methods • Ensure compliance with local, state, and federal reporting requirements; prepare and\or oversee preparation of reports to government and regulatory agencies • Budget Preparation as well as budget presentations for board and/or investors • Ensure accounting transactions are recorded in conformity with GAAP • Provide evaluation and implementation of accounting software programs • Responsible for all insurance needs including property & casualty as well as director and officer • Work with owners and senior executives to obtain the most optimal company financing as well as maintaining relationships with capital resources • Maintain investor and board of director relations through assisting in the preparation and presentation of financial data and business plans to potential or existing shareholders and governing boards • Accounts Payable & Accounts Receivable processing while maintaining accurate subsidiary ledgers and excellent relations with vendors and customers Show less



Conant Mediation Center

• Accounting Director

  • 2010 - 2012

  Fort Myers, Florida Area Oversee and perform all accounting and human resource processes for the Residential Mortgage Foreclosure Mediation Program for the Twentieth Judicial Court • Preparation of financial statements, including detailed general ledger report; analysis communication to owners • Payroll preparation and record keeping • Manage human resources including but not limited to: employee benefits administration, new hire paperwork, unemployment, and disciplinary actions. • Preparation of… Show more Oversee and perform all accounting and human resource processes for the Residential Mortgage Foreclosure Mediation Program for the Twentieth Judicial Court • Preparation of financial statements, including detailed general ledger report; analysis communication to owners • Payroll preparation and record keeping • Manage human resources including but not limited to: employee benefits administration, new hire paperwork, unemployment, and disciplinary actions. • Preparation of monthly/quarterly/yearly sales and/or excise tax reports • Preparation and process accounts receivable, accounts payable and 1099’s • Implemented all accounting procedures to conform with required Court Program reporting • Simultaneously and separately track and administer accounting of over 9,000 borrower files Show less



DOC Corporation

• United States
• Software Development

• Director of Finance

  • 2006 - 2010

  Fort Myers, Florida Area Manage finance and accounting processes for independent real estate developer of mixed use, hotel and office building projects. • Responsible for researching, developing and implementing accounting and statistical systems and information for operating results appraisal • Provide accurate and timely financial reporting for all projects open, under development, and pipeline speculated. (LLCs) as well as consolidated financial reports • Wrote and managed pre-opening and operating… Show more Manage finance and accounting processes for independent real estate developer of mixed use, hotel and office building projects. • Responsible for researching, developing and implementing accounting and statistical systems and information for operating results appraisal • Provide accurate and timely financial reporting for all projects open, under development, and pipeline speculated. (LLCs) as well as consolidated financial reports • Wrote and managed pre-opening and operating multi-million dollar budgets for corporation, sub-companies and home office • Manage Banker/Creditor communications and construction loan disbursements • Managed personal and professional development of an accounting staff for 22 entities (7 employees) • Work with other officers to develop company objectives and implement strategies that result in successful accomplishment of the company’s mission • Review and book transactions essential to maintaining a balance of the intercompany transactions between the various entities and related management/developer departments. Prepare monthly reconciliations of related receivables and payables • Provide financial leadership to all departments of the hotel and oversee the hotels’ accounting processes • Manage human resources including but not limited to: employee benefits administration, work comp, employee reviews, new hire paperwork, unemployment, and disciplinary actions • Manage IT systems for corporate office; Install and implement accounting software • Assist owners with managing current and new investor relationships and reporting Show less



SignArt, Inc.

• United States
• Advertising Services
• 1 - 100 Employee

• Accounting Director

  • 2003 - 2006

  Kalamazoo, Michigan Area Administer accounting and office functions for national sign manufacturer • Prepared month-end work in process (WIP) and inventory reports • Led a cost accounting department, utilized cost standards for labor and overhead, along with project accounting • Provide accurate and timely financial reporting and analysis. Monitor profit margins, revenue trends and cash flow forecasting • Responsible for development and interpretation of accounting and statistical operating information… Show more Administer accounting and office functions for national sign manufacturer • Prepared month-end work in process (WIP) and inventory reports • Led a cost accounting department, utilized cost standards for labor and overhead, along with project accounting • Provide accurate and timely financial reporting and analysis. Monitor profit margins, revenue trends and cash flow forecasting • Responsible for development and interpretation of accounting and statistical operating information • Appraise financial results to ensure profitability, fiscal soundness and operating effectiveness of the organization • Maximize returns and limit risk on cash by minimizing bank balances, managing daily cash requirements, and providing routine cash projections • Responsible for tax conformity of federal, state, payroll and other applicable taxes • Ensure staff performance excellence thru coaching, counseling, goal setting, performance planning and review, and employee disciplinary actions when necessary • Promoted to Accounting Director within three months of hire date • Re-engineered company accounting policies and procedures and communication systems to deliver time management and cost savings • Negotiated acquisition of new Third Party Administrator and reduced benefit plan costs by $60,000 • Assisted in programming and maintenance of new MS Access database dedicated to track all jobs from initial quote to invoice Show less