EVP of Finance/CFO

• Feb 2020 - Present

CFO

• Apr 2007 - Feb 2020

 Produce custom reports & financial statements for internal & external users  Analyze monthly departmental profit & loss statements  Complete federal & state income tax returns for five corporations  Successfully refinanced major corporate loan saving $75,000 per year  Supervise controller, two staff accountants & remote bookkeepers  Track corporate assets & complete depreciation schedules  Review internal accounting procedures & implement improvements  Audit GL accounts & subsidiary ledgers for accuracy  Make year-end adjusting & closing GL entries  Prepare, record and verify intercompany transactions & balances  Create budgets in collaboration with department managers  Maintain data security including anti-virus, network threat protection & backups both on-site & online  Selected & assisted in implementation of two POS systems  Consolidated payroll processing for four corporations into one thereby saving $5000 due to decreased processing time and increased accuracy  Planned, documented, purchased & implemented major network upgrade including Windows Server Essentials server, Windows 10 workstations, upgrade to Microsoft Dynamics GP 2016, Microsoft SQL Server 2014 & Office 365  Train end users on and troubleshoot computers, printers & phones  Implemented PTO Manager module of Microsoft Dynamic GP cutting payroll processing time and increasing accuracy  Implemented cloud time clock system at four locations increasing accuracy and accessibility to employees, supervisors & accounting personnel

Owner

• Aug 1994 - May 2007

 Managed all aspects of accounting software sales business  Performed needs analysis for prospective & existing customers by quickly learning their systems and procedures, investigating reported issues and recommending software and/or hardware solutions  Installed & configured accounting software, trained end-users, provided tech support, maintained & trouble-shot hardware & software systems  Developed customized, integrated software  Imported to and extracted from existing databases  Created customized reports for end-users using Dynamics GP Report Writer or Crystal Reports  Repaired and recommended computer hardware