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Candidate's Name , CPALakewood Ranch, FLEMAIL AVAILABLE PHONE NUMBER AVAILABLEPROFESSIONAL SUMMARYFINANCIAL BUSINESS PARTNER, CPAFinancial leader experienced in hospitality, marketing, technology infrastructure, manufacturing, construction, and start-up organizations.Strengths lie in developing business partner relationships, quickly assessing areas for success, and creating synergy to achieve results.Consistent record of building high-performing financial teams to drive business goals.EMPLOYMENT HISTORYConsultant Jun 2019- presentFreelance CFO Lakewood Ranch, FLServicing industries including restaurant, hospitality, start-ups, local government, construction, and manufacturing. Consulting on a wide range of needs including financials, forecasting, budgeting, operational improvements, technological improvements and implementation, 401(k), GAAP compliance, benefit management, payroll, RFP writing, job costing, audit management, corporate taxes and policy/procedure development.Uncovered $120K in profitability for a client (~1% of revenue).Analyzed, recommended and implemented new 401(k) provider for another client.Vice President of Finance and Administration Dec 2011- Jun 2019Visit Albuquerque, Inc. (~$10M) Albuquerque, NMLed overall financial management for company that contracts as the marketing organization for the City of Albuquerque. Responsible for all tax reporting, GAAP compliance, 990 returns, as well as monthly and annual Board of Directors financial presentations for this organization. Short and long-term business planning. Directed staff who managed systems related to accounting, human resources and statistical analysis. Led outsourcing of information technology support that included operational IT improvements. Drove treasury, budgeting process and forecast planning within fluctuating revenue system. Well versed in Excel and entire Microsoft Office suite. Improved accounting control systems and developed statistical reports and KPI dashboards. Team development and relationship building experience.Successfully guided proposal submission that resulted in win of major contract worth $27M (accounted for 85% of revenue stream of the organization).Track record of consistent clean annual financial audit opinions annually.Slashed overhead costs through company-wide strategic recommendations and efficiencies resulting in approximate cost-savings of $155K (2.4% of budget, at the time) per year through personnel changes and outsourcing adjustments.Developed a multi-division budget in a fast-paced environment under the watchful eyes of several external stakeholders including an extensive dashboard incorporating KPIs.Chief Financial Officer Jan 2010 - Nov 2011Yearout Mechanical, Inc. (~$50M) Albuquerque, NMAt this heating and ventilation contractor, responsible for financial systems including budgeting, job costing, cost saving, financial reporting, surety and banking relationship management and reporting. Directed and maintained budgetary modeling for strategic planning and operational plans. Closely collaborated with President, COO and Program Managers to provide consultative support and recommendations for planning initiatives through financial and management information analyses, and reports.Implemented cost saving initiatives of $225K in less than one year.Solved long-standing issue of indirect cost allocation for audit reporting.Controller Sep 2001 - Dec 2009Digital Traffic Systems, Inc. (~$20M) Albuquerque, NM Sarasota, FLDirected administrative and accounting functions for a multi-divisional company located in four states. Successfully developed, analyzed, and interpreted statistical and accounting information in order to assess operating results in terms of profitability, performance against budget, and other matters bearing on the operating effectiveness of the organization.Created user-friendly financial reporting system that involved a multi-level, complex reporting structure with the goal of delivering simple, actionable reports.Led team in selection of new enterprise software solution to meet growing needs of the company to expand into multi-state locations (Florida, New Mexico, Virginia, and Ohio) for contract management and financial reporting.Key team member during due diligence process that resulted in successful capital funding of the company resulting in multi-million-dollar funding.EDUCATIONBachelors degree in Business, concentration in AccountingUniversity of New Mexico Albuquerque, New MexicoCERTIFIED PUBLIC ACCOUNTANT #5060