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Click here or scroll down to respond to this candidateCandidate's Name , CPAPHONE NUMBER AVAILABLE / EMAIL AVAILABLECareer ProfileVersatile, innovative and performance driven CPA with experience overseeing accounting and technological solutions to a variety of companies including the largest hotel chain in the world, a multi entity real estate development company and a rapidly growing produce distributor. Propose and implement solutions to complex financial challenges. Strategic problem solver with expertise in managing accounting departments, operations, budgets and technology, including direct responsibility for forecasting, budgeting and strategic planning.Expert level communication skills including presentation, business case development and persuasive recommendations to senior executives and stakeholders to influence the development of company-wide policies, vendor selection, process improvements and creation of innovative solutions for key internal and client challenges. Successful and respected leader with demonstrated abilities in team building and effective collaboration with cross-functional teams. Lead teams of both managers and technical analysts to complete the development of complex financial and accounting applications. Computer Proficiencies: Famous ERP, Microsoft SQL Server, .Net, C#, SQL, Quickbooks, Entrada, Microsoft Project, Excel, Agile, ITIL Foundations, Erwin Data ModelerKey Areas of Expertise: Strategic Business Planning Senior Executive Liaison Financial Analysis & Reporting Tax Planning Cash Flow Projections Budgeting and Forecasting Business Process Improvement Training and Mentorship Enterprise Data Integration Enterprise Resource Planning (ERP) Project ManagementFinancial and Project Leadership Highlights: Develop Consolidated Financial Statements and Cash Flow Statements for multi entity real estate development and leasing company. Oversaw development of annual budget and tracked variances providing ownership with explanations of variances. Responsible for accuracy of accounting systems using various accounting software packages. Created synchronized data warehouse that was utilized across the corporation for expanded reporting capabilities; eliminated $1M+/year in paper printing and mailing costs through the introduction of a Self Service Portal for 120K users. Developed a dynamic Ad Hoc Report Writer that saved $1M+ and was replicated across five additional corporate units. Eliminated $1M+/year in paper printing and mailing costs through the introduction of a Self Service Portal for 120K users. Assumed responsibility for companys vital Enterprise Resource Planning (ERP) to integrate all business functions. Oversaw development of stock awards and option journal entry application that generated $300M+ annual accounting entries.Candidate's Name , CPA Page 2Professional ExperienceHIP Projects LLC, Gaithersburg MD ( June 2022 August 2023)Chief Financial OfficerDeveloped consolidated reports for the multiple entities allowing ownership an overall view as to companys performance.Led annual budget process and tracked actual results to budget providing upper management with explanations as to variances.Closely monitored the cash flow for each entity ensuring adequate funds to meet obligations.Oversaw the process to ensure accurate reimbursement from retail tenants for common area maintenance expenses, real estate taxes and insurance premiums.Lead person for the annual audit, cultivating banking relationships and ensuring the most advantageous insurance products and coverages.Mentoring, growing and challenging team members.Edward Jones Financial Advisors, Gaithersburg MD (February 2019 June 2022)Financial AdvisorsCreate and implement financial plans to assist clients in meeting their long-term goals.Recommend tax efficient diversified portfolio of quality investments based on time horizon and risk tolerance.Rebalance portfolios to ensure not overweighted in any one segment of market.Ensure clients are adequately protected for the unexpected events that may occur.Develop flexible financial strategies to forecast clients income and net worth in each year of retirement based on retirement age, projected investment returns and spending habits.Create and execute marketing plans to acquire clients.Pete Pappas and Sons, Jessup, MD (March 2016 December 2018)ControllerRe-organized accounting department which had been absent of leadership for more than three months. Closed books and prepared financial statements in a timely manner.Presented monthly financial statements to ownership identifying variances. Unlocked companys data displaying sales and margin trends of each customer and commodity, highlighting variances.Served as point person for a first-ever audit for FY 2015, providing accounting justification for a range of transactions. Efforts resulted in a 100% clean audit.Selected to lead and implement the Famous Enterprise Resource Planning (ERP) system which integrates all business functions including purchasing, AP/AR, inventory, sales and shipping.Researched, selected and implemented new scanning software to reduce time involved in identifying deliveries and assist in automating scans placement into the correct directory. Efforts have saved over an hour daily of non-value added work per site.Instituted weekly documentation procedures to better identify AR invoice underpayment and reduce the percentage of invoices previously written off.Candidate's Name , CPA Page 3Marriott International, Inc. Bethesda, MD (July 1990 March 2016)Director of Corporate Accounting Services: Financial SystemsManaged Corporate Accounting Systems team. In charge of hiring, supervising and reviewing management and technical team members.Directed the development of Ad Hoc Report Writer, a web-based reporting tool for dynamic querying HR and financial corporate data that saved in excess of $1M by eliminating developer costs and centralizing data. Program was cloned and deployed across five additional departments.Met all strict deadlines to institute improvements to stock accounting systems and strategically manage stock expenses.Championed the design and launch of the Associate Self Service Portal providing 120K+ Associates with the ability to access pay stubs and W-2s as well as enroll, modify or cancel direct deposits. On launch, the portal became the most utilized associate application (4.4M annual pay stub retrievals), eliminating printing and mailing costs and significantly contributing to the companys go green initiatives.Initiated and led all efforts to create a corporate data warehouse synchronized with the mainframe company database and PeopleSoft HR to effectively capture and integrate key employee, payroll and financial data into a centralized repository for ad-hoc reporting. The new initiative led to expansive utilization of the enterprise-wide data for financial reporting, HR reporting, self-service, turnover reporting, stock accounting and diversity reporting.Designed, managed and worked with developers, finance and accounting, internal audit and senior management to create a Marriott International Lease Accounting System application to automate process of paying Marriott leases. Definitions ranged from being simple to complex with escalation clauses, percentage of sales, annual increases, etc.Senior Financial Analyst, Ringling Bros., Vienna, VA (April 1988 June 1990)Senior Staff Accountant, Lorenz & Lorenz CPAs, Bethesda, MD (Oct 1984 April 1988)Education & CertificationsBachelor of Science in AccountingUniversity of Maryland, College Park, MDLicenses and Certifications:Certified Public Accountant, Certified QuickBooks Online, Certified ITIL Foundations V3, Series 7, Series 66 and State of Maryland Insurance LicenseReferences Available upon Request |
