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Click here or scroll down to respond to this candidateAnthony J. LoBello CPA Cover LetterDear Human Resource Executive,Please find a brief overview of what I believe to be several of my differentiators:Over 20 years of accounting (including all original entry work), finance, financial and managerial reporting, budgeting, and forecasting experience.Responsible for three accounting system implementations including QBs online and Sage Intacct.Supported and advanced organizations from start-up to steady state to sale.Accustomed to and excelled in environments with limited resources and staff.Mastered the reconciliation of accounts and subledgers across several disparate data repositories. Often needing to use applications such as MSSQL and VBA to automate or standardize the reconciliation/integrations.Sat among and directly served executive management, owners, bankers, auditors, insurers, and investors.Hands -on work and management style.Served in a solo-capacity as well as managed between 3 and 14 personnel among the following departments: accounting, treasury, accounts receivable, purchasing and accounts payable, payroll (process payroll inhouse for over 6,000 non-exempt staff and 60 professionals, across 9 states and 4 entities),Human resources, procurement, insurance, and labor law backgrounds.Believes that the accounting function should serve the needs of ownership and management. The accounting function is vital but should not be the tail that wags the dog. Accounting must adapt to the needs of the business.Impeccable references, background, credit history etc.Reasons for separations (none for cause)Now CorpSubject to a reduction in force at the request of primary PE investor. I was one of six or about 1/3 of the company.Railroad SoftwareThe owner decided to transfer my role to his CPA.Phase Family Learning CenterResigned due to frequent need for capital calls in the face of consistent losses.Patriot Staffing & ServicesAt the time, although profitable on an accrual basis, Patriot was down to 2 clients owned by the same parent company with 100% of its receivables were extremely overdue.Anthony LoBello, CPA (Active)PHONE NUMBER AVAILABLE, Alpharetta, GA 30004EMAIL AVAILABLE LinkedIn: https://LINKEDIN LINK AVAILABLENow Corp Atlanta, GA Aug. 22 presentAsst. Controller (reporting to CFO)Monthly close for multiple entities, presentation of monthly, quarterly, and annual comparative consolidating and consolidated financial statements.Prepared all elimination entries.Performed analytical and substantive testing for 5 entities financial statements including statement of cash flows.Contributed to original entry work when segregation of duties permitted and created template for use by accounting manager and accounting clerk.Maintenance of all subledgers incl. multiple loans, amortization of intangible assets, etc..Engaged several disparate systems to support control accounts and resolve reporting errors/anomalies.Led Sage Intacct conversion and implementation.Documentation of current and new accounting policies and proceduresSupport quarterly and annual audits with two external auditors including AUP audits.Led and collaborated with accounting manager and clerk.Provided accounting support to FP&A team.Ensured compliance with loan agreements.Assisted the cash application and collection function when staff was limited.Prepared various tax filings and 1099sPrepared partners commissions report.Railyard Management SoftwareAutomated Rail Solutions Cumming, GA Jan. 22 June 22ControllerDirected the financial affairs of two separate entities including original entry work, supporting accounting schedules, GAAP and Tax compliant monthly financial and management reporting; bank accounts, credit and debit cards, and intercompany reconciliations; T&E management reporting and reconciliation, and establishment of internal controls. Prior to my joining, there was no financial reporting beyond spreadsheet analyses and pass-through entity tax return.Responsible for monthly invoicing (multiple lines of business per invoice), application of daily receipts, and the recording and payment of billsLiaised regularly with owner to ensure adequate cash balances in anticipation of regular monthly costs, changes to payroll, and anticipated inventory purchasesTransformed rudimentary chart of accounts into a robust, customizable, financial and management reporting system including the automated distribution of such reports for senior managementConstructed a chart of accounts performed all of the above for a separate, 6-month old service and distribution company - including the set-up of inventory for several products that in some cases required the bundling of multiple parts into one product; ensured appropriate pricing and mark-ups were maintainedEnsured that all books and records were immediately capable of responding to and defeating a Federal, State, and sales tax audit, including review and audit of independent accountantsIdentified loopholes and areas of exposure across all customer and supplier contracts and revised accordingly, composed a master schedule of all customer contracts with the substantive terms, conditions, and trigger-pointsSecured adequate insurance coverage to accommodate an office move to larger premises, additional business-use personal property and inventoryIntroduced health insurance provider that mitigated a 5 -digit annual rate increase by approximately 20%, and established a Section 125 plan that saved employees 25 to 35% of their contribution costs; proposed an HSA to defray cost for employeeServed as senior human resources executive and legal counsel liaisonAuthored companys first employee handbook, reviewed and edited all contracts and agreements, managed the separation of employees including the composition of the separation agreementsKept senior leadership on-task with respect to transaction documentation support; automated the identification and retrieval of missing bills and receiptsEliminated reliance on outside accounting servicePhase Family Learning Center LLC Alpharetta, GA & DC Jun. 21 Jan. 22ControllerPerformed all original entry work, monthly closings, financial reporting, supporting schedules and bank reconciliations across several PE- funded entities and two states and multiple business linesMaintained banking relationship and working capital managementScrubbed and organized accounts and ledgers for the prior controllersPrepared, and later managed the production of exempt and non-exempt payroll including improved configuration and enhanced functionalityInitially managed all HR functions, compliance and on- & off-boarding, prior to hiring and training HR directorEnsured appropriate UI, withholding accounts, insurance enrollment and state registrationsMaintained favorable vendor relationshipsEstablished multi-tier HI benefit structure and plansHired and trained staff accountant and Director of Human ResourcesPatriot Staffing & Services, LLC Alpharetta, GA Oct.17 Jun. 21Controller, Director of FinancePerformed all original entry work, monthly closings, financial reports, supporting schedules and reconciliations including advanced and dynamic financial models; project and company-wide budget trackingProvides standard and ad-hoc management reports, budgets, projections, benchmarking and break-even analysesInherited accounting records from prior controller and converted books to GAAP basisCorrected how accounting system was used and automated practically all recurring transaction including billing, cost of service and SG&ATransformed accounting system to serve as a single source of record without the need for externally prepared schedulesPrepared, automated, audited the processing of all recruiter and sales personnel commissionsServed as primary point of contact to bank, creditors, external accountants, and insurance brokers and shareholders financial advisorsResponded and audited to all federal, state, and local government requests for information and resolved erroneous penaltiesSecured and had forgive 330k in PPP fundsPrepare, federal, state and local information returns; advised clients on the appropriate application of sales tax codeProcessed bi-weekly payroll using ADP including the preparation of custom reports to facilitate account analysis and actual workers compensation premiumConducted analysis of the acquisition cost of new business and projected profitabilityComposed responses and developed pricing, including pay and bill rates, for the acquisition of new business (RFPs)Designed reports for client to ensure the reconciliation of the revenue and cost of serviceAccompanied sales executives on prospect callsDeveloped and implemented new pricing methodology and commissions plansComposed new contracts and agreements for suppliers and other strategic partnershipsSupported the management of a small team of inhouse service providers and merchantsInstituted an improved level of governance and control surrounding financial and management reportingAdvised clients HR professionals of FLSA, DOL, and general employment lawImplemented organizations first CRM, applicant tracking system, intelligent document storage and pay/bill toolsDeveloped and documented all operational and accounting procedureHealthTrust Workforce Solutions Alpharetta, GA Aug. 14 to Aug. 17Director, Solutions Designer & Pricing AnalystServed as project manager and solutions designer for contingent workforce management implementationConfigured and developed tools and reports to ensure SLAs and KPIs are met and corrective action can be taken before performance is affectedDeveloped solutions to bridge missing logic and functionality in VMS tools: e.g. timesheet collection acceleration, requisition milestone advancement, billing execution and auditing functions, identification of non-participating locationsEnsured the completeness and transference of legacy data and balances as they move from current to future state sources of truth.Audited the accuracy of all reporting drawn from disparate systems using analytical and substantive testingCollaborated with client and IT personnel to ensure new solutions, business processes, and operating environments capture the transactional data needed to provide timely and comparable reporting and new reporting requirementsAutomated the collection of rate data to serve our clients annual rate updates, and RFx responsesHeavily involved in full solution lifecycle including kick-off, discovery, design, implementation, steady-state, and expanded solution adoptionDeveloped rate analysis tools to drive cost savings without diluting qualityPerformed Data mining, BI Reporting and Visualization that includes actionable feedback and predictive value.Developed and delivered streamlined business and resources utilization processes which free resources to advance an organizations operational efficiency and profitability objectivesDeveloped firms first independent contractor assessment toolServed as ACA, FLSA, worker classification subject matter expertServed as a neutral supplier advocate helping suppliers serve client needs and drive cost savingsProvide sales tax supportTAPFIN, a ManpowerGroup Company Atlanta, GA Dec. 08 to Dec. 13Director, Solutions Design and Program DirectorRecruited by executive management, field personnel and client executive sponsorship to overcome complex managed staffing hurdles often in the face of scrutiny from Tier 1 consultancy firmsDeveloped new offerings, operational tools, pursuit evaluators, pricing models, and VMS enhancementsImmersed in program operations to re-launch and revive programs to ensure maximum account penetration and erect barriers to competitionAccelerated implementation and time-to-revenue by trimming redundant processes and obviating program governance and tax authority compliance issuesConducted initial discovery and operational assessments across all department functionsOvercame the commoditization of TAPFIN services by the delivery of actionable expertise, and the identifications and achievement of new sources of cost savingsDeveloped MPGs first MSP resourcing (team size and experience) and pricing model; engaged from the US to AustraliaServed as client and supplier advocate to promote the formation of mutually beneficial economic relationships and the delivery of exemplary MSP and staffing services without eroding the quality of services providedLocalized global programs to conform to country-specific laws and heterogeneous business rulesDesigned industrys first and only economic, staffing and program performance predicative indicatorsComposed marketing and operations collateral, and responses to complex RFx questionsDeveloped training materials to instruct sales organization to market managed services programsOrally conducted marketing, implementations, and operations presentations and surveysProvided QSR content that drew correlations between external factors and program performanceGlobal rate card SME and developer of domestic self-service rate card engineRecognized as an FLSA, Independent contractor, exemption status, co-employment, sales tax and global rate card SME applied, presented and authored numerous white papers on the subjectsDeveloped vendor rationalization strategy for 100MM + spend organizationDevised alternative pricing strategies and risk/reward modelsFA&OWorks, LLC Alpharetta, GA Feb. 08 to Sept. 08Operations Director, ControllerManaged all sales, marketing, operations, human resources, administration and accounting functionsComposed collateral, generated leads, marketed via cold calling, networking, and consultative sellingRecruited, screened and submitted candidates identified by direct-recruiting, networking, job-board mining.Customized applicant-tracking system to improve operational efficiency and report key performance indicators relating to the productivity of the marketing and recruiting functionsAccelerated sales by leveraging my CPA credentials to reach C-suite executives directly resulting in the penetration of several Fortune1000 public and privately held organizationsPresented forecasts to partners and staff to ensure availability of resources for pursuits and operationsECG- Ensemble Chimes Global Alpharetta, GA Jun. 06 to Jan. 08VP Operations, AccountingAvoided thousands in penalties by identifying, defining and monitoring dozens of SLAs and KPIsRescued a multi-million client relationship by directing agreed-upon procedures and operations auditsAuthored and presented customized e-procurement staffing solutions to Fortune 500 companiesSaved organization over $400,000 annually by producing detailed quantitative and qualitative evidence demonstrating an economically unfavorable client relationshipComposed and presented quarterly business reviews to clients.Advised PeopleSoft implementation team on configuring the application to improve internal controls, provide audit trail, reduce time-to-close and report the profitability of each line of business and client.. Identified and contacted principals for acquisition and strategic alliancesPerformed due-diligence and valued acquisition targets.Saved thousands in penalties by interpreting sales, state unemployment tax law and supplier/employer and client responsibilitiesKorn/Ferry Futurestep New York, NY Feb. 06 to Jun. 06Program Manager Recruitment Process OutsourcingSupported the RPOs of a major retailers, electronics distributors and data storage providerDesigned financial models, P/Ls and management reports to ensure on-going project profitabilityCustomized project milestone tracking system to ensure resource productivity and contract complianceNewmark Construction Services New York, NY Jun. 05 to Feb. 06Contracts ManagerComposed and enforced contract terms for property owners, construction manager and subcontractorsCalculated and submitted requisitions for funding to banksAmicably resolved contract, performance and payment disputes without delaying constructionWorks in progress: Standardization and refinement of project management process, networking field offices to administrative offices, implementing document imaging system, reduce liability insurance costs and streamline the preparation of bank requisitions; auditing funding requests from sub-contractorsFuoco Peare & Heller CPAs New York, NY Sept. 04 to Jun. 05Semi-SeniorConducted, audit, attestation, write-up and tax preparation services for construction companies, interior design firms, medical facilities, freight-forwarders, gas stations, restaurants, labor unions, employer health and welfare plans, major charitable organizations and individualsOwen Petersen & Co., CPAs West Babylon, NY Jun. 03 to Jun. 04Staff AuditorSame responsibilities as above for construction companies, restaurants, labor unions, fragrance and essential oil distributors, employer health and welfare plans, major charitable organizations, and individualsLeafstone Staffing Services New York, NY Sept. 98 to Jun. 03Area Vice President - Investment Banking and Major UtilitiesManaged several on onsite managed staffing program totaling close to $100MM in spendExpanded services to clients Chicago and Atlanta offices and more profitable lines of businessIncreased revenues and units sold by 68% and 56% respectively; preserved quality despite 29-year low in unemploymentMitigated risk and costs by providing expert advice in the areas of procurement, optimal deployment of contingent staffing, alternative staffing arrangements, co-employment legal theory, salary surveying and benchmarking, drug and background screening and various forms of discrimination and harassmentComposed and presented proposals to clients New York and London officesManaged a staff of 6 supporting over 100 line-managers, managed over 6,500 orders per annum and a weekly contingent workforce of 1,100: 6,000 per annumShowman Fabricators Brooklyn, NY Nov. 97 to Jul. 98Controller and General ManagerConfigured and integrated abandoned timekeeping and job costing system with new payroll system to process and record the payroll and benefits of multiple trade unions and management personnel.Saved employer $50,000 annually in workers compensation insurance premiumsSecured bank financing, expanding the credit facility, and reducing the interest rateAudited the accuracy of all union withholding and employer expenses to ensure compliance with 3 different collective bargaining agreementsLeafstone Staffing Services New York, NY Aug. 86 to Apr. 97Vice President of Finance and AdministrationDesigned, installed, and operated first fully computerized accounting and financial reporting system.Designed and presented interim and annual financial statements for corps, divisions and branch officesComposed monthly business summaries that alerted executive and branch management to unfavorable trends and market opportunities. Proposed action to reverse trends and capitalize on opportunities.Procured, negotiated, and managed all lines of insurance, employment benefits programs, real estate and equipment leasesDefended company in 2 IRS audits (no change) and one sales tax compliance auditReduced DSO by 10 days or 25%Designed and managed organizations first internal auditing programServed as representative to investors, creditors, independent auditors and merger and acquisition candidatesArranged $2.8mm credit facility, ensured compliance with loan covenants and reduced personal guaranteePrepared organizations personnel and accounting records for the spin-off of a division and later sale of the organization to a public company.Hired and trained accounting and administrative personnel on a shoe-string budget while enjoying minimal employee turnover; led staff of 10 including MIS personnel.Education and Professional LicensesFordham University BS Finance Bronx, NYNew York State Dept of Education Certified Public Accountant, ID 093969TechnicalSage Intacct, MS Office Suite, Advanced Excel, MS Project, VBA, MS SQL, Applicant Tracking Systems, Job Diva, ADP Run, Accounting & Reporting tools, QuickBooks Premier and Online, Microsoft Dynamics, Adobe Sign, Concur, Paychex Flex, Corporate Payroll Services platform, SAAS Revenue Recognition |
