Experience

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  Maronda homes

  Jan 1998 - Jan 2000

  Bookkeeper

  Managed individual budgets for houses under construction including change orders and updates for approximately 300 houses annually.Managed vendor qualification process and obtaining required insurance certificates.Managed AP process and streamlined process reducing required working days.Managed credit for Superintendents at local hardware stores.

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  Presser, lahnen & edelman

  Jan 2000 - Jan 2003

  Staff accountant

  - Staff accountant responsible for US GAAP audits of small to mid-size companies ranging in revenue from $5 Million to $30 Million.- Prepared Corporate and personal tax returns for Company Shareholders.- Assisted in litigation support and forensic accounting for business litigation and divorce cases.

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  Kpmg

  Jan 2003 - Jan 2006

  Senior associate

  - Lead Senior Associate of the Winn-Dixie Stores, Inc, Liz Claiborne Shoes, Inc. and Acosta, Inc. audit engagement.- Managed an engagement team ranging in size from 10-15 persons in addition to Partners and Managers ensuring the team met deliverable timelines for our clients.- Managed the Sarbanes Oxley 404 audit for Winn-Dixie Stores, Inc., including review of Entity Level Controls, IT General Controls, Process level controls, identification of controls deficiencies and remediation.- Managed the Winn-Dixie Stores, Inc. quarterly reviews.- Delegated, trained, and supervised staff and other senior accountants.- Communicated with client CEO's, CFO's, Controllers regarding deadlines, audit findings and suggested remediation. Show less

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  Medical services company (msc)

  Jan 2006 - Jan 2007

  Director of external reporting

  - Prepared the Company's initial S-4 for the sale of public debt subsequent to acquisition by Private Equity group Monitor Clipper Partners, LLC.-Prepared all quarterly and annual financial reports and documents filed with the SEC and ensured compliance with GAAP, FASB and other applicable accounting pronouncements.- Managed budgeting process and implementation of Sarbanes Oxley 404 control documentation process.- Prepared investor call scripts for CEO, CFO and Board for investor relations calls.- Prepared ad hoc reports regarding financial performance as requested by PE investor.- Drafted technical accounting research memorandums and communicated to external auditors and CFO.- Managed financial statement and 401(k) audit and prepared 401(k) plan financial statements and reviewed internally prepared financials monthly.- Developed and managed calculations for the Company’s stock options and grant programs.- Prepared annual impairment valuations of intangible assets. Show less

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  Driver mcafee peek & hawthorne

  Mar 2007 - Jul 2010

  Vp finance

  - Managed the consolidated accounting and tax preparation of the law firm and 13 investment entities.- Prepared annual operating budgets, financial statements and ad-hoc reports for the law firm and investment entities.- Managed the escrow accounting and wire approval for the law firm, residential title company and commercial title company owned by the firm.- Managed and developed relationships with financial institutions used by the firm and investment entities.- Educated staff accountants and assist lawyers with regard to technical accounting issues as they relate to leases, business sales or business acquisitions. Show less

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  Fanatics, inc.

  Jul 2010 - Sept 2015

  Director accounting, tax & strategy

  - Created multiple complex long-range forecast models for syndicated bank group and Private Equity investors, - Managed $300 Million revolving credit line borrowings, calculate and communicate covenant compliance certificates with syndicated bank group. Reviewed and managed financing opportunities for leases and loans as they relate to operating capital, capital improvements, and acquisition financing.- Managed departmental aggregation of data for insurance updates and renewal process including annual review of coverage for property, D&O, E&O, General Liability and Business Interruption insurance.• Managed treasury functions across multiple banking relationships.• Managed external firm’s performance of annual Goodwill valuation, annual common stock valuation, and purchase accounting valuations for acquired companies.• Performed diligence review of potential acquisitions and integration of acquired companies.• Coordinated and calculated equity compensation expense for the Company’s stock options and grant programs. • Managed multi-provider tax process for the Company, including Federal and multi-State filings, sales and use tax payments, tax provision preparation and inquiries and audits.• Managed cross functional team implementing sales tax software designed for efficient scalability in a hyper growth environment.• Worked with external counsel and tax advisors to develop a legal entity strategy saving the Company approximately $800k annually.• Led team preparing S-1 for anticipated filing with the SEC, ensuring compliance with SEC regulations, Accounting Standards Codification and other applicable accounting pronouncements, as well as managing diligence process prior to acquisition by GSI Commerce. • Managed multi-department strategic review of Company manufacturing business including labor analysis, material cost analysis, setting margin goals, implementing job costing, SG&A analysis and facilitating improved communication among departments. Show less

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  The hci group

  Sept 2015 - Sept 2017

  Corporate controller

  - Managed a lean staff of 11 performing corporate finance, forecasting, accounting, billing, financial analysis and payroll functions for a $190Million healthcare IT consulting firm leading up to its acquisition by Tech Mahindra.- Managed the financial statement audit and filing of federal and state tax returns.- Implemented job costing process to pinpoint profitability and focus cost control efforts which led to approximately $350k in increased billings within 6 months.- Integrated one domestic and one international acquisition.- Managed payroll platform change for staff of approximately 500 and negotiated savings of 35%.- Implemented a payroll process that significantly reduced the time to process, mistakes and missing information resulting in the elimination of costly and inefficient out of cycle payments. - Managed implementation and process set up of new consultant tracking system that integrates front and back-office functions and consolidates time and expense keeping systems with payroll and accounting systems. Show less

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  Kls martin, l.p.

  Sept 2017 - Apr 2022

  Chief financial officer

  - Dynamic leader managing all aspects of the Accounting, HR and IT departments of a $250 Million German owned US division of a medical device sales and manufacturing company.- Educated and empowered staff to become solutions and process improvement driven.- Implemented multiple accounting processes and procedures ensuring the Company complied with Generally Accepted Accounting Principles and reduced audit adjustments significantly. - Managed multiple bank financing RFP’s that provided maximum capital at significantly reduced interest rates.- Restructured the Company’s debts and other loans saving almost $1 Million in interest over a 3-year period.- Championed and led the IT department resulting in upgraded staff skill sets, implementation of crucial network security upgrades to thwart potential hacking and ransomware attacks such as multifactor authentication, geofencing, and simulated phishing testing. Oversaw the ongoing upgrade of SAP/S4Hana and multiple other systems.- Managed Human Resource policy updates, provided additional training opportunities for HR staff to become more proficient, managed the Company’s benefits and insurance plans brining new ideas to the table that would benefit employees as well as the Company. - Managed the accounting, tax and audit functions for 3 legal entities. Mitigated potential income tax assessments, successfully argued reduced sales tax assessments upon audit. Implemented strategies to reduce credit card processing fees and led an initiative to transition customers from credit card payments to alternative less costly payment methods. - Managed the Company’s Property, Liability, Employment Practices, Cyber Liability, Workers Compensation and Employee Insurance programs ensuring the appropriate coverages and risk profile. Show less

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  Clauger

  Sept 2024 - now

  Vp of accounting