Experience

Digestive Disease Associates, Ltd.

• United States
• Medical Practices
• 1 - 100 Employee

• Controller

  • 2012 - Present

  Reading Area CONTROLLER (working as an independent consultant and employee) Created accrual based financial statements along service lines. Issued monthly reporting package including appropriate key performance indicators. Educated owners on accrual accounting, financial management, and cash flow management.  Responsible for reporting requirements and audit support during a 12-month period of due diligence. Practice successfully merged with 2 other similar sized practices creating a new combined… Show more CONTROLLER (working as an independent consultant and employee) Created accrual based financial statements along service lines. Issued monthly reporting package including appropriate key performance indicators. Educated owners on accrual accounting, financial management, and cash flow management.  Responsible for reporting requirements and audit support during a 12-month period of due diligence. Practice successfully merged with 2 other similar sized practices creating a new combined entity. A portion of the new entity was sold to an investment firm.  Successfully moved payroll from ADP to an integrated HR payroll system with Paylocity. Member of transition team moving accounting software from QuickBooks to Sage Intacct ERP system.  Responsible for closing company pension, 401K, and self-funded health insurance plans while simultaneously supporting audits for all three Show less



Carlino Development Group

• United States
• Real Estate

• Controller / CFO

  • 2009 - 2012

  Full financial responsibility for the organization. Responsible for financial reporting, budgets, cash flow, capital calls and distributions for 27 limited partnerships. Functioned as main liaison with lending institutions. Created custom financial models to analyze potential growth opportunities. Responsible for human resources and administration of payroll, benefits, 401(K) savings plan and business insurance. • Professional Review: Analysis of previous tax returns revealed errors… Show more Full financial responsibility for the organization. Responsible for financial reporting, budgets, cash flow, capital calls and distributions for 27 limited partnerships. Functioned as main liaison with lending institutions. Created custom financial models to analyze potential growth opportunities. Responsible for human resources and administration of payroll, benefits, 401(K) savings plan and business insurance. • Professional Review: Analysis of previous tax returns revealed errors, resulting in a refund of $50,000. Achieved $20,000 in annual cost savings through competitive bidding of business insurance, reduced annual interest costs by $90,000 with bank refinancing. • Team Building & Communications: repaired & strengthened strained business relationships between the company and its tenants and third-party vendors erasing previous unprofessional behavior and actions. Show less



Self Employed

• Real Estate
• 1 - 100 Employee

• Consultant - Accounting

  • 2004 - 2009

  Working as an independent consultant and with a public accounting firm, offered value-added solutions to clients covering accounting, finance, employee management and human resources, and purchasing. • SOX CONSULTANT…… $3MMM Manufacturer with locations in 40 countries… Limerick, Pennsylvania  Responsible for SOX compliance of the Health Care Division and Corporate Headquarters. Effectively completed work on all the business cycles and interacted with all levels of employees… Show more Working as an independent consultant and with a public accounting firm, offered value-added solutions to clients covering accounting, finance, employee management and human resources, and purchasing. • SOX CONSULTANT…… $3MMM Manufacturer with locations in 40 countries… Limerick, Pennsylvania  Responsible for SOX compliance of the Health Care Division and Corporate Headquarters. Effectively completed work on all the business cycles and interacted with all levels of employees located in seven different countries. Experienced in the areas of risk assessment, identification of key controls, remediation and retesting, results audited by Big 4 accounting firm. INTERIM CONTROLLER/ CFO…………… $30MM Metals Company………………… Pottstown, Pennsylvania  Full financial responsibility of the organization, instilled working relationship and confidence with independent auditors, established financial reporting package, managed a department of 4 individuals. Identified and implemented cost savings during first 30 days which increased income by $270,000 over the following three years. Internal audit of company financial records revealed needed adjustments of $2,000,000. Show less



Schuylkill Stone

• United States
• Accounting

• Chief Financial Officer

  • 2002 - 2004

  Orwigsburg, PA Full financial responsibility for the organization. Established financial and purchasing controls, implemented budgeting process and monthly variance analysis, established financial reporting package, increased accurate information flow, managed a department of five individuals, increased employee accountability, worked successfully in establishing a seamless transfer of monthly financial information to new parent company. • Successful Financial Management: Implemented cost analysis… Show more Full financial responsibility for the organization. Established financial and purchasing controls, implemented budgeting process and monthly variance analysis, established financial reporting package, increased accurate information flow, managed a department of five individuals, increased employee accountability, worked successfully in establishing a seamless transfer of monthly financial information to new parent company. • Successful Financial Management: Implemented cost analysis along product lines and established purchasing controls which netted a $1,250,000 increase in EBITDA in one year. • Expense Recovery: Obtained a $100,000 refund from the PA Department of Revenue to recover overpayments of sales and use tax in prior years. • Merger and Acquisition Activity: During the initial three months as CFO, prepared accurate financial statements for the preceding eight months to bring past due records up to date. These statements were audited by a public accounting firm during the due diligence process, resulting in the sale of the company. Show less



The Techs

• Nigeria
• IT Services and IT Consulting

• Treasury Manager

  • 2000 - 2002

  Greater Pittsburgh Area Managed cash flow of the reorganized entities and oversaw seven employees in the accounts receivable and accounts payable departments. Responsible for invoicing, collection of cash, performance of daily banking, extension of credit to new accounts, cash flow reporting, and employee hiring and firing. • Reorganization of the Accounting Function: Reorganized the accounting staff into accounts payable and accounts receivable positions, according to individuals’ skill and experience.… Show more Managed cash flow of the reorganized entities and oversaw seven employees in the accounts receivable and accounts payable departments. Responsible for invoicing, collection of cash, performance of daily banking, extension of credit to new accounts, cash flow reporting, and employee hiring and firing. • Reorganization of the Accounting Function: Reorganized the accounting staff into accounts payable and accounts receivable positions, according to individuals’ skill and experience. Streamlined procedures and eliminated redundancies in the accounting process. • Customer Retention: Resolved deteriorating payment history problem of the company’s highest profit margin customer. Established close relationships with buyer and owner. Developed plan to help finance the customer’s growth by rolling a large portion of the outstanding accounts receivable dollars into a one-year note earning interest. Customer was retained and generated $500,000 a year in profits. Show less



NexTech

• United States
• IT Services and IT Consulting

• Manager Materials Control & Human Resources

  • Jan 1995 - Jan 2000

  Greater Pittsburgh Area Responsible for purchasing raw materials and managing flow of product into, through, and out of the facility to maximize productivity and minimize cost. Managed production, scheduling, outside processors and a department of four employees. Also responsible for administration of benefits, 401(K) plans and insurance, employee reporting, maintaining IUP - OSHA exemption requirements, hiring and firing. • Maintenance of Business During Industry Problems: Searched for and certified new supply… Show more Responsible for purchasing raw materials and managing flow of product into, through, and out of the facility to maximize productivity and minimize cost. Managed production, scheduling, outside processors and a department of four employees. Also responsible for administration of benefits, 401(K) plans and insurance, employee reporting, maintaining IUP - OSHA exemption requirements, hiring and firing. • Maintenance of Business During Industry Problems: Searched for and certified new supply sources from foreign mills and trading companies as the number of available domestic suppliers decreased. This allowed the company to decrease its raw material costs by $2,000,000 a year. Also saved company $100,000 a year by resolving cost problems related to shipping to the southwest via rail cars and barges. • Business Diversification: Developed program for newly acquired appliance industry customer to maintain critical on-time deliveries and accurate paperwork as the product moved from in-house to an outside processor to its final destination. This program was used as a springboard to attract other customers and increase sales. • Inventory Management: Developed process for reducing high inventory levels by breaking single, slow-moving orders into several smaller orders to improve material flow. Cash flow was increased by $400,000, inventory levels were reduced by 10%, and customer service was improved.

• Controller

  • Jan 1990 - Jan 1995

  Greater Pittsburgh Area Contributed to the growth of this startup company. Hired and trained a staff of four, creating a financial reporting package for upper management and helping to increase business to the $100,000,000 sales level. Developed financial procedures and internal controls for the department. Responsible for financial reporting, development of annual budget, cost analysis, payroll, cash flow, and forecasting. • Successful Financial Management: Drove the startup DSO average from 50 days to 23… Show more Contributed to the growth of this startup company. Hired and trained a staff of four, creating a financial reporting package for upper management and helping to increase business to the $100,000,000 sales level. Developed financial procedures and internal controls for the department. Responsible for financial reporting, development of annual budget, cost analysis, payroll, cash flow, and forecasting. • Successful Financial Management: Drove the startup DSO average from 50 days to 23 days within a two-year period, saving $500,000 in interest costs and generating $6,000,000 cash flow into the business. • Successful Financial Management: Working with system programmers, created profitability model tied into quoting process, there by allowing profit analysis to be performed simultaneously with sales order quoting. • Successful Financial Management: Built financial model to monitor profitability, cash flow, and bank covenants on a weekly basis as company quickly grew fivefold.