Experience

Waibel Energy Systems

• United States
• Facilities Services
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2020 - 3 years 3 months

  Vandalia, Ohio, United States Oversee and manage all financial and accounting operations of the company including financial reporting, tax compliance and planning, cash management, risk management, banking/shareholder relationships, qualified plans, and budgeting/forecasting. Waibel Energy Systems provides systems and solutions to "Make buildings Work Better".



Brady Ware & Company

• United States
• Accounting
• 100 - 200 Employee

• Chief Operating Officer/Chief Financial Officer

  • Mar 2011 - Nov 2020

  Dayton, Ohio Ranked among the "Top 200 Accounting Firms" by Inside Public Accounting, Brady Ware operates with a 150+ member team in Dayton and Columbus, Ohio, Richmond, Indiana, and Atlanta, Georgia. Brady Ware offers a dynamic mix of services that includes tax and strategic planning, employee benefits consulting, merger and acquisition assistance, qualified retirement plan administration and investment management.



GZK, Inc.

• Vice President & CFO

  • 1999 - Apr 2011

  Managed and oversaw all financial and administrative functions of the company and its two shareholders, including 48 stores within 4 divisions. Responsibilities included financial planning/budgeting, all banking/lender relationships, cash management/investment, insurance/risk management, real estate/lease management, accounting systems development, operations enhancement, information technology, income tax planning and compliance (including both shareholders and all related pass-through… Show more Managed and oversaw all financial and administrative functions of the company and its two shareholders, including 48 stores within 4 divisions. Responsibilities included financial planning/budgeting, all banking/lender relationships, cash management/investment, insurance/risk management, real estate/lease management, accounting systems development, operations enhancement, information technology, income tax planning and compliance (including both shareholders and all related pass-through entities), and various qualified benefit plan administration. Show less



TDNA

• Vice President & CFO

  • 1994 - 1999

  Managed/performed all financial and administrative functions of the company, including supervision of all employees. Responsibilities included, banking and investor relationships, financial budgeting and reporting, management of independent sales reps, human resources, information technology, taxes (including all TDNA shareholders’ tax matters), and qualified/non-qualified benefit plan administration.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Manager

  • 1981 - 1994

  Supervised department of 20 professional staff in personal and business financial consulting and tax planning/compliance services. Served as primary tax executive for over 90 clients providing expertise in strategic financial planning, acquisitions/divestitures, ESOPs, valuations, shareholder transition planning and debt/equity financing. Also served as primary contact for numerous client development initiatives, coordinator for real estate/financial services engagements and various… Show more Supervised department of 20 professional staff in personal and business financial consulting and tax planning/compliance services. Served as primary tax executive for over 90 clients providing expertise in strategic financial planning, acquisitions/divestitures, ESOPs, valuations, shareholder transition planning and debt/equity financing. Also served as primary contact for numerous client development initiatives, coordinator for real estate/financial services engagements and various administrative functions. Show less