• Hands-on management of all areas of accounting and finance, including forecasting, budgeting, tax preparation, cash management, and financial analysis.
• Developed cross-functional business plans involving information technology, accounting, and human resource functions.
• Managed the personal, financial affairs of the three principals and their families
• Eliminated waste, and cut costs through departmental restructuring and process streamlining.
Oversaw accounting, tax preparation, and financial reporting for 75 businesses, including LPs, GPs, LLCs, S-Corps, and C-Corps
Reduced accounting department expenses by 35%, through elimination of duplicate processes
Identified systemic error, resulting in $3M in federal and state, tax dollar refunds
Tactical activities included:
o Accounting (A/P, A/P, GL, P/R, Financial Reporting & Analysis, Tax Preparation)
o Finance – Draw Requests, Land Development Loans, Working Capital funding
o Property manager for commercial, industrial, and residential properties
o Provided all Human Resource management and compliance