Experience

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  Tref LLC

  • Cape Coral, Florida, United States

  • Fractional CFO

    • Jan 2019 - Present
    • Cape Coral, Florida, United States

    Does the review of your financial statements leave you with heartburn?Are you looking to grow & scale your business?Contact us today to perform a "right fit" meeting; see if a free "financial assessment" is the next right step for you to identify the issues within your organization.Our extensive experience in accounting, sales and operations within proprietorship, partnership, non-profit, and publicly traded entities, gives us a unique perspective to assist in formulating and implementing a financial home run for your [email protected](239) 565-1760

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  Whitney Business Organization

  • Cape Coral, FL

  • Financial Controller

    • Aug 2010 - Aug 2022
    • Cape Coral, FL

    Whitney Business Organization provides financial training for CEO's and entrepreneurs looking to take their company to the next level. We conduct a thorough review of each facet of your organization including marketing, advertising, operations, accounting and executive management competencies. Our experience operating a publicly traded company, with annual revenues exceeding a quarter billion, makes us uniquely qualified to identify and assist in removing deficiencies while targeting and exploiting potential revenue [email protected](239) 565-1760

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  Legacy Education Alliance

  • Cape Coral, FL

  • Accounting Manager

    • 2003 - 2010
    • Cape Coral, FL

    Managed staff of 13 employees for publicly traded corporation. Creation and implementation of new processes in adherence to Sarbanes Oxley requirements. Oversaw bank reconciliations, filing of sales tax returns for all states and foreign countries, $200 million annually in credit card processing, online check processing, deferred revenue calculations, and chargebacks. Perform audit, release, and posting of journal entries. Assist in closing of all companies and filing of corporate returns. Trained staff accountants and brought controllers up to speed upon [email protected](239) 565-1760

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  Fasten This

  • Cape Coral, FL

  • Business Owner

    • Mar 2002 - Oct 2003
    • Cape Coral, FL

    Owned and operated a small business selling construction fasteners and supplies to contractors and the general public. Generated sales in excess of half a million annually within first year of operations. Repaired compressors, generators, electric, and pneumatic tools. Handled all accounting functions including filing of sales tax and partnership [email protected](239) 565-1760

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  Fastening Systems

  • Branch Manager

    • 2001 - 2002

    Took over branch location after all but one employee resigned. Set record sales for branch location for three consecutive months while interviewing and hiring replacement [email protected](239) 565-1760

  • Accounting Manager

    • 1995 - 2001

    Oversaw accounting, purchasing and inventory functions for fastener supply company. Set up and maintained MIN/MAX purchase re-ordering within accounting system. Maintained and upgraded UNIX based network system. Upgraded and programmed workstations at multiple statewide locations. Performed branch audits on accounting and inventory.

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  Ticketmaster

  • Concord, CA

  • Assistant Controller

    • 1992 - 1994
    • Concord, CA

    Prepared and posted adjusting and month-end journal entries, performed account reconciliations and managed payroll department for one of the largest ticketing agencies in the [email protected](239) 565-1760

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  Electric Power Research Institute

  • Palo Alto, CA

  • Accounts Payable Analyst

    • 1988 - 1992
    • Palo Alto, CA

    Handled advance payment accounts for non-profit research firm specializing in standard and alternative sources of energy. Entered vendor invoices, including verification of line items on purchase orders and government contract stipulations. Performed check runs, month and year-end [email protected](239) 565-1760

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  CommSoft Inc

  • Palo Alto, CA

  • Accounting Clerk

    • Aug 1984 - May 1987
    • Palo Alto, CA

    CommSoft Inc provided genealogy software and broke ground in its industry when it introduced PhotoCaster - which transmitted the first pictures over ham radio waves and eventually the internet; followed by PhotoViewer - the first gray scale video device for the Apple.Invoiced customers, tested circuit boards, shipping and receiving, database [email protected](239) 565-1760