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Title CFO, Controller, Accounting Manager
Target Location US-FL-Boca Raton
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
PHONE NUMBER AVAILABLEEMAIL AVAILABLEJanuary, Street Address   May, 2024, American Traveler Staffing Professionals, LLC., Senior Accounting Manager. Responsible for Full cycle accounting for three affiliated companies using Microsoft Dynamics GP, QuickBooks, Excel and SalesForce. Supervision and support to credit and collections and payroll. Instituted balance sheet reconciliation process to assure accurate data on a timely basis. Formalized the treasury function to allow for the tracking of cash investments. Established billing, collection and cash receipts procedures resulting in a twenty percent reduction in Days Sales Outstanding. Supervision and support to credit and collections and payroll functions. Also responsible for multi-state tax and regulatory filings.January, Street Address   December, 2012, Ocean Rock Realty, LLC. Established a boutique real estate brokerage firm specializing in developer lease-ups and residential sales. Continued involvement on a limited basis.March, Street Address   December, 2011, Florida Micro, LLC., Controller. In charge of the accounting function of a distributor of information technology equipment to educational and governmental organizations. Improved procedures for Accounts Receivable and Accounts Payable to minimize reliance on short-term credit facility. Used Microsoft Dynamics GP, Peach Tree, Microsoft Office, ADP payroll and a proprietary customer relationship management system. Coordinated several state tax audits and maintained banking relationships.May, 2003  March, 2009, R. C. Kasser & Company, Inc. and Gold Coast Professional Services, LLC, consultant in management, sales, accounting and human resources. Set up accounting in QuickBooks for client companies. Set up ACT customer relationship management application for sales support. Advised on employee benefits and management techniques. With previous experience in banking and property and casualty insurance, helped in those relationships. Trained client employees in MicroSoft Excel, Word and Outlook.May, 2003  January, 2013, Jos. A. Bank Clothiers, Third Keyholder, part-time member of the management team and sales force of a branch of a national mens apparel retailer. Maintained a high level of sales and trained employees in both sales and systems.February, 2001  April, 2003, iviewit.com LLC, Controller for a start-up company monetizing a video download technology. Set up company accounting in QuickBooks to provide financial information satisfactory to investors. Managed all accounting and related functions. Oversaw the winding down and eventual dissolution of the company.May, 1997  October, 2000, Crown Sanitary Supply, Inc., janitorial supply distributor. Controller / CFO, brought in by their CPA to consultant on a botched conversion to an industry specific software package. Fired the Controller and the IT person. Took over both jobs and went from being the worst installation of that system, Stanpak to being their beta and demonstration site. Worked with the general manager to stabilize the companys finances and condition it for sale.April, 1992  May, 1997, Magna Properties, Inc., retail land sales company. Controller while the company was transitioning from a contract for deed model to title and mortgage sales. Accounting in AccPac for three sales companies, two country clubs, a construction company and a water utility.September, 1985  April, 1992, August Urbanek Investments / Commercial Management Corp. real estate investment, management and development company. Controller / Director of Development, started by automating hand done accounting using a CPA write up system and Lotus spreadsheet program to satisfy the requirements of outside investors and provide internal controls. Established management procedures for a multistate shopping portfolio. Oversaw remodeling of shopping centers and a mixed use project. Restructured the portfolio to focus on passive real estate investments through tax deferred property exchanges.September, 1984  September, 1985, Kelly-Wood Real Estate, Sales Associate, Fine Homes division.May, 1980  June, 1984, Menard, Inc., French specialty construction company. Administrative Manager. In addition to accounting, worked in project management and sales.May, 1975  May, 1980, Reed Stenhouse, Canadian based commercial insurance broker. Branch Financial Manager. Oversaw the integration of onsite data processing and procedures to reduce the companys reliance on paper. Worked on establishing the companys United Stated headquarters in New York City and was on the corporate accounting and data processing committees.February, 1974  April, 1975, Mellon Bank NA, Financial Analyst working on the Corporate Customer Profitability system.I have been with companies in a variety of industries although a significant portion of my career has been in commercial and investment real estate. I have strong familiarity with the banking and insurance industries. I have worked extensively with Microsoft Dynamics GP and QuickBooks. I have advanced Excel skills and can work in Word and PowerPoint. I am able to offer an employer a wide range of capabilities. I am confident that I can be a valuable addition to your organization.

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