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Qualifications for Executive-Level Financial / Business Leadership
Results-Focused Financial & Accounting Executive Committed to Maximizing Your Bottom-Line Performance
Multimillion-Dollar Financial Operations │ Full-Cycle Accounting │ Business / Administrative Operations
Multi-Industry New Business Development │ Strategic Analysis / Planning │ Trends Tracking │ Cost Reductions
Performance Analysis │ KPIs │ Best Practices │ Process Optimization │ Team Building / Training │ Human Resources
Highly Accomplished Financial Executive who makes sound business decisions to reflect positively on domestic and / or international operations in alignment with a company s vision, value, and goals. Top Performer who offers solutions-centric critical thinking for insightful, change-oriented business results. Visionary Professional who rises above financial / business challenges to improve the bottom line and achieve winning outcomes, including quickly adapting to evolving multi-marketplace scenarios. Excellent Communicator who develops synergistic relationships with cross-geographical executives, financial professionals, stakeholders, and clients, and who leads teams by example and with ethics and integrity to optimize middle-market, non-profit, and for-profit business.
Professional Synopsis
KPF Group, Wellington, FL 2014 Present
Vice President of Administration │ Chief Financial Officer
Capitalize on the opportunity to lead forward-thinking financial, investment, and operational initiatives for high-net-worth professional athletes and serial entrepreneurs. Direct executive decision-making efforts ranging from property management and investments management to daily cash flow and operations. Spearhead results-centric oversight of accounting, financial, personnel, and computer systems efforts for combined group entities with three joint ventures, 2 S corporations, and 6 limited and general partnerships with $80+ million in total assets.
Successfully manage both domestic and international operations.
Expertly oversee audits, cash and credit management, and negotiations.
Direct quarterly and annual financial reporting compliance, as well as HR operations.
Build profitable relationships with auditors, brokers, banking institutions, vendors, and legal counsel.
The Club at Admirals Cove, Jupiter, FL 2012 2014
Director of Finance
Utilized broad scope of industry knowledge toward directing club-wide financial operations, including developing and recommending policy proposals for approval relating to accounting and auditing, budgeting, revenue, and cost control procedures; preparation and payment of payrolls; compilation of statistics; and office methods and procedures. Drove business growth by recruiting, training, mentoring, and managing an accounting team of 8. Directed and prepared monthly trial balances and resulting financial statements (i.e. income statement, balance sheet, statement of changes). Prepared accounting reports for dissemination to Board of Governors, Executive Committee, and other Club Committees, and coordinated and managed member billing and collection processes. Managed budgets and financial forecasts in collaboration with committees, departments, and management.
Participated within board, finance committees, and additional meetings.
Collectively managed key projects as related to both department and club needs.
Successfully safeguarded bank account funds, and ensured revenue was properly handled.
Cost-effectively negotiated and managed lucrative contracts for computer and office equipment.
Conducted internal audits to ensure successful recordkeeping and policies and practices compliance.
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The Polo Club of Boca Raton, Boca Raton, FL 2009 2012
Controller │ Director of Finance
Strategically steered all facets of financial operations, including training, mentoring, and managing a details-centric 8-member accounting team, planning and prioritizing workflow, and ensuring accurate completion of key tasks (i.e. account reconciliations, general ledger preparation and review, trial balances, financial statements). Developed, recommended, and implemented policies to control and coordinate accounting, auditing, budgets, and taxes, and supported multi-department forecasts and analysis. Prepared reports and reviewed statements.
Recognized for job excellence with 2011 s Director of the Year award.
Managed interim and year-end audits, and conducting internal control tests.
Developed several programs to help the executive committee in training new staff.
Developed and controlled high-volume annual operating and capital budgets and processes.
Voted by executive committee to lead implementation of new, fully integrated software system.
Oceans Casino Cruises, Inc., Dania Beach, FL 2005 2009
Vice President of Finance (2008 2009)
Led targeted decision-making in the high-volume preparation and distribution of monthly financial statements, including monitoring multi-site financial operations encompassing all applicable laws, rules, regulations, and controls. Ensured compliance with company rules and regulations, federal and state tax commissions, and the gaming commissions. Reviewed daily financial and cash reports to verify accuracy and maximize cash flow, and prepared long-range plans and budgetary requirements to meet the company s evolving business needs.
Established new company policies and procedures to optimize proper controls.
Consistently ensured financial data integrity produced by the finance department.
Presented monthly financial position reports, cash flow, and profit / loss to ownership.
Financial Controller (2005 2008)
Contributed sharp analytical abilities toward handling recurring and non-recurring financial analysis projects, including conducting internal control tests to ensure system-wide integrity. Generated comprehensive journal entries for accurate casino-specific financial accounting. Proactively supported Revenue Accounting Manager, General Accounting Manager, Accounts Payable Supervisor, and Payroll Manager in meeting and / or exceeding goals. Coordinated and led functions for general ledger, revenue, payroll, and accounts payable / receivable.
Prepared and consolidated financial statements across seven locations.
Established a system of resolving issues for companywide cost efficiencies.
Reconciled key inter-company accounts and handled necessary elimination entries.
Successfully participated in monthly financial statement review and internal control updates.
Assistant Controller PGA National Golf & Sports Club, Palm Beach Gardens, FL 2003 2005
Financial Analyst Foxwoods Resort Casino, Mashantucket, CT 2002 2003
Education, Professional Development & Technical Summary
Master of Business Administration Nichols College
Bachelor of Science in Business Administration (Emphasis Business Management │ Finance) Nichols College
Certified Hospitality Accounting Executive (CHAE)
Gallup Talent Assessment (Completed) │ Caliper Assessment Test (Completed)
Microsoft Office │ Northstar │ IBS │ Jonas │ QuickBooks │ Sage MAS 200 │ ADP │ EZ Labor │ CertiPay │ Gatekeeper
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