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Click here or scroll down to respond to this candidateCandidate's Name , CPAPlantation, FL Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEACCOUNTING & FINANCE LEADEROver 10+ years of financial and accounting experience, as an accomplished financial tactician and operational accountant. Diverse background spans large companies and smaller organizations; both publicly traded and privately held. Career-long portfolio of impactful contributions to key goals, including profitability, business expansion (M&As, IPOs), compliance, and process improvement initiatives. A remarkable vigor for researching and enhancing organization intelligence and institutional knowledge; applying it practically to address operational challenges.Exceptional knowledge of auditing principles, accounting practices, and financial accounting functions.Proven ability to manage complex sets of duties efficiently under pressure, while meeting tight deadlines.Excel in creating solutions for difficult issues, including seemingly insurmountable financial/business challenges.Trusted and respected leader, coach, and mentor who motivates teammates? to excel in their daily/long term goals.Capacity to grasp complex business and ownership structures, both domestic and international. SELECTED SKILLS & EXPERTISE:Mergers & Acquisitions (M&As); Strategic Planning & Execution; Financial Planning & Analysis (FP&A); Internal Controls (COSO/ERM); Internal Audit; Revenue & Profit Growth; Resource Planning; Budgeting; Treasury Management; Management Accounting; System Integration; Team Building & Leadership; ERP (SAP/Oracle); Financial Modeling, Forecasting & Reporting; Cost Accounting; Financial Statements and Disclosures; Inventory Management; General Ledger; GAAP; Full Cycle Accounting: Benefits; Order-to-Cash (OTC) PROFESSIONAL EXPERIENCEPAID IN FULL FINANCIAL Hollywood, FL) October 2022-Present (All-in one business services from business creation to full controllership and tax services)Controller/Tax and Business ConsultantAssisted in preparing and reviewing taxes including 1040s, 1105, Schedule C, Schedule A, Subchapter S, Partnerships, Sole Proprietors, etc. Provided controllership, bookkeeping services, financial compilation, etc. to clients. Directed in house accounting department.Increased client growth, incorporating new marketing and operational strategies, to generate a higher percentage of qualified/warm leads and additional services.Increased revenue by expanding controllership and bookkeeping services, tapping into an under-utilized service product and market.Conducted in-depth financial analysis for clients, providing actionable insights that led to improved decisions making by upper management.CLUTCH SOLUTIONS Gilbert, AZ (Remote) April 2023-July 2023 (Value added reseller for hardware/software/cloud solutions and IT services with $90M +in annual revenues in the US and Canada) Interim Controller (Project)Tasked with installing proper accounting principles (GAAP) compliance and internal controls (SOX) compliance for potential public offering. Directed all accounting and finance activities with CFO and setup new month-end procedures and team utilization. Reported directly to CFO preparing PowerPoint decks for CFO to present to executive team. Oversaw NetSuite implementation initial stages setting up new chart of accounts and departmental and brand classes, etc.Reduced the close timeline from 15 days to 5 business days, streamlined the monthly close cycle by instituting more efficient processes and minimizing manual data entry (SaasAnt setup).Increased speed at which commissions were calculated by two 2 days, ensuring commissions were received in a timely and accurate manner, as well as establishing draw payment accrual subledgers and schedules.Created more efficient schedules for payroll processing, reducing errors and off cycle payment corrections(Gusto).Candidate's Name , CPA, PAGE 2 OF 3 954-326-2339 EMAIL AVAILABLE SPLASH BEVERAGE GROUP (NYSE: SBEV) Fort Lauderdale, FL February 2020-October 2022 (Alcoholic and non- alcoholic beverage manufacturer with $20M in annual revenues with domestic and international nexus) Assistant Controller 2021-2022 (March 2021-September 2022) Managed all accounting functions and activities, along with payroll, taxes, licenses (federal and state), overhead allocations, contract review and permitting tasks. Prepared all regulatory filings, including amended 8-K/A, 10-Q, 10-K, and S-1/S-3 registration statement filings with the SEC, implementation of ASC 842 (Updated leasing standard), ASC 606 (Revenue Recognition) and human resource implementation (Paycheck/Insperity). Assisted the companys stock administration and uplisting to the NYSE, all aspects of the monthly close process, and 2019/2020/2021/2022 year-end audits. Reported to the controller, with cross-functional responsibilities to the tax, debt roll-forwards, financial reporting, operational accounting, cost accounting, financial planning & analysis, etc. Provided reports as needed to CMO/President, to assist in marketing and operational efficiencies and cost. Completed cut-over from QuickBooks Online to QuickBooks enterprise and vis-a-versa.Assisted in raising $250M through the S-1, working with investment banker E.F. Hutton. Additionally, completed 2 separate S-1 registration statements with minimal comments from the SEC.Completed a reverse merger which took the company public, performing all purchase accounting tasks related to the reverse merger, as well as completing an acquisition of a single serve wine company with relevant purchase accounting (Managed due diligence and provided recommendations to management).Served as a key liaison with external auditors, providing any documentation or required calculations satisfying a PCAOB audit (EPS: dilutive/basic, Black-Sholes model for warrant/options valuation, stock-split recap. etc.).Oversaw the implementation of the NetSuite, project managing from consultation to go live, as well as establishing all consolidated chart of accounts, functional areas, accrual pricing, workflows, etc.Led team of five direct reports, cultivating an environment that met deadlines, while managing workloads.Provided quick calculations for audit committee and board of directors meetings, ensuring quick and accurate decision making in limited valuable time. APPROVED FINANCIAL CORPORATION Weston, FL November 2018-Febuary 2020 (Residential hard equity lender and mortgage loan servicer)Accounting ManagerManaged all close processes as well as created and maintained various schedules. Assisted in annual budget. Oversaw all aspects of financial accounting including, accounts payable, accounts receivable and general ledger. Oversaw team of two(2), directing accounting responsibilities.Assisted in increasing collection rate on late mortgage payments, setting up new processes to encourage earlier payments.Maintained cash management system reducing cash on hand, while maximizing return on loans.Improved borrower amortization schedules, to efficiently post monthly entries of interest and principal more accurately and automated.SOUTHERN GLAZERS WINE & SPIRTS Miramar, FL July 2012-November 2018 (Largest national Wine and Spirits distributor/One of the largest privately held companies) Inventory Services Financial System Costing/Interface Analyst (April 2014-December 2018) Supported a broad range of accounting and financial functions, including all aspects of the general ledger and inventory subledger (GR/IR); sectional month-end close processes for multiple states (divisions). Maintained fixed assets, prepaids, insurance amortizations and month end accruals/deferrals. Costed inventory layers of cases, freight, customs, excise taxes with actual and accrual rates. Various analysis of executive spending, operating/finance leases, expense accounts and trade A/P, etc.Implemented automation solutions, saving time by reducing manual tasks, and minimizing processing errors.Led training for SAP new and current end users, ensuring accurate and efficient system usage.Served as key liaison between external and internal auditors on matters of inventory, performing walk- throughs on key calculations and substantiating system controls and calculations. Candidate's Name , CPA, PAGE 3 OF 3 PHONE NUMBER AVAILABLE EMAIL AVAILABLEAuthority for technical accounting solutions to inventory pain points, reducing time consuming and difficult tasks; using problem solving and critical thinking to meet external and internal deadlines.Performed price test with an accuracy within 4 cents per case per layer, ensuring proper inventory costing with all laid in costing for interim and year-end audits.Successfully completed shared services milestone program, which provided extensive training and mentorship to acquire advanced skills and knowledge in various aspects of accounting, finance, and system management and trouble shooting.PRIOR POSITIONS:Staff Accountant, Affiliated Financial Corporation Car & Mortgage Lender, assisted in the analysis of financial data to extract and define relevant information. Performed cost-benefit analyses. Cost Accountant, Cloth Promotions Promotional/Marketing Manufacturer, conducted in-depth cost and variance analysis to insure gross profit growth.PRIOR POSTIONS WITHHIN ORGANIZATIONS:Splash Beverage Group: Accounting Manager (February 2020- March 2021) Southern Glazers Wine & Spirits: Cost Accountant (April 2013-April 2014); General Ledger Accountant, (July 2012-April 2013) EDUCATION & CREDENTIALSMS, Taxation Florida International University Miami, FL BS, Accounting Florida State University Tallahassee, FL Certifications Certified Public Accountant, Florida Board of Accountancy |
