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Customer Service Manager

Location:
Morton Grove, IL
Posted:
June 30, 2015

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Resume:

David M. Eddy

**** ***** *****

Northbrook, Illinois 60062

acqiqn@r.postjobfree.com

Mobile: 847-***-****

DAVID M. EDDY, CPA

**** ***** *****, **********, ******** 60062

Mobile: 847-***-****

E-mail:acqiqn@r.postjobfree.com

CHIEF FINANCIAL OFFICER – VICE PRESIDENT/FINANCE

Results-Oriented Senior Accounting Executive, with over twenty years of progressive experience and visible achievements in both public and corporate accounting arenas. Offering a tradition of performance excellence in the following:

-Cash Management

-Financial Reporting

-Budgeting/Forecasting

-Strategic Planning

-Personnel Management

-Compliance/Regulatory Reporting

-Negotiations

-Payroll

-Benefits Administration

-Automated Accounting Systems

.

PROFESSIONAL EXPERIENCE

Block Center for Integrated Cancer Care/Northshore Nutriceuticals-Skokie, Illinois November 2005 to Present

Chief Financial Officer/Director of Human Resources

Responsible for all financial and compliance reporting for a suburban oncology clinic which generates revenues of approximately $20 million per year and employs approximately 40 employees which include doctors, nurses, dieticians, physical therapists, medical assistants, massage and yoga therapists, psychologists and clerical personnel. Oversees billing, accounts payable, payroll and drug purchasing. Negotiates all insurance contracts which include medical, dental, malpractice, liability, product liability, disability and key man officers’ life. Maintains relationships with attorneys, outside accountants, bankers and financing sources, Manages employee 401-k plan. Maintains all employee personnel files, employment manual and vacation time scheduling/ record keeping. Responsible for all cash flow management and budgeting. Key Accomplishments:

Successfully located a new space for the clinic, negotiated favorable lease terms, worked with architects, landlord, construction company, banks, brokers, and escrow company to facilitate $2 million build out of a new state of the art clinic where the clinic’s space increased to about 19,000 square feet from 9,000.

Managed the cash flow for the clinic which is in an industry that is experiencing decreasing insurance reimbursements, increasing oncology drug costs and large malpractice premiums.

Secured long and short term financing at more advantageous terms from a different banking institution and have maintained a favorable relationship for the last three years.

Negotiated favorable 75 day terms for oncology drug purchases.

Expanded base of insurance companies to be in network with and thus expanding referral sources.

Flapjack’s Pancake House – Niles, Illinois September 2000 to October2005

[225-seat breakfast & lunch establishment, open 7 days/week, from 6 a.m. to 4 p.m. Offerings include egg dishes & omelets, pancakes & waffle creations, salads, soups, and sandwiches. Generates $1.2 million in revenue per year and employs 23. ]

General Manager /Co-Owner /COO

Purchased failing family-owned, regular restaurant in Sept. 2000 and established sub S corporation with 4 stockholders. Remodeled the building and transformed this restaurant into a “breakfast & lunch” venue, which turned a profit within one month of Oct. 2000 Grand Opening and quickly became one of the busiest in the area, known for “large portions.” Empowered with full P&L accountability for front and back-of-the-house operations, including food & beverage service, annual menu development, purchasing/inventory, food waste control, sales & marketing, public relations, customer service, facilities management, catering, sanitation, human resources, and accounting. Administer capital budget, strategic & tactical planning, and all other financial operations, such as forecasting, analysis and reporting. Collaborate with Restaurant Manager, in hiring, training, supervising, and evaluating performance of staff of 23, which includes 10 servers, 4 cooks, cashier/hostess, 4 busboys, and 4 kitchen support staff. Coordinate catered events (corporate and social) for 50+ attendees.. Key Accomplishments:

Successfully maintained food costs and payroll expense at 30% of sales, as well as nearly zero food waste percentage, as most ingredients are consumed daily.

Achieved nearly zero employee turnover, retaining the original serving staff and cooks since the restaurant opened, by using corporate-based team-approach management style atypical of the hospitality industry.

Built base of loyal, regular clientele (primarily senior citizens) by getting to know daily customers on a “first-name” basis: favorable word-of-mouth advertising has resulted in waiting lists for Sunday brunch.

Capital Cleaning, Inc. – Chicago, Illinois 1997 to 2000

[Multi-million dollar janitorial service firm. Key accounts included Kraft Foods, Best Buy, Marshall Field, and the US Census Bureau.]

Vice President – Finance / CFO

Reporting to CEO, directed all financial management functions for 4 independent cleaning companies serving diverse markets (retail; industrial/union; government; stone refurbishing) and 2 holding companies under the corporate umbrella, which included cash management, financial analysis, payroll, regulatory reporting, legal correspondence, budget administration, benefits administration (401(k); insurance), and audit preparation. Supervised 4 managers (operations; sales; accounting; office administration) and 20 subordinates. Consulted with CEO and Board of Directors regarding labor, financial and tax issues. Investigated labor variances, budget variances and any litigation against the company. Coordinated annual independent audits as well as regulatory, union insurance, and IRS audits. Selected/negotiated all insurance programs for 6 companies. Key Accomplishments:

Conservatively managed and balanced cash flow through the company’s sales growth from $6 million in 1996 to $20 million in 1999.

Spearheaded and implemented a new general ledger system, which included internal payroll processing system ($450,000 payroll for 1,000 employees paid biweekly), conserving $60,000 in annual outsourcing costs.

Hoffman, Morrison & Fitzgerald – Chicago, Illinois 1990 to 1997

[Mid-size CPA firm, specializing in large-scale financial and performance audits of government agencies, including the FDIC, RTC and US Immigration and Naturalization Service.]

Audit Director

Was recruited for this position, based on prior relationship with Spicer & Oppenheim partner. Managed all operations of audit department, which encompassed hiring, training and supervising staff of 20 professionals, and overseeing multiple engagements lasting several months. Provided litigation support and expert witness testimony for State of Rhode Island.

Spicer & Oppenheim – Chicago, Illinois 1984 to 1990

[National 2nd-tier CPA firm; formerly Oppenheim, Appel & Dixon; closed in November 1990.]

Senior Audit Manager

Managed audits, compilations, and reviews for this firm. Provided full range of audits for government, manufacturing, real estate and securities clients. Administered internal recruiting programs and participated in peer review process. Supervised 100 professionals on multiple engagements.

Lipschultz brothers, levin & gray – Northbrook, Illinois 1980 to 1984

Senior Auditor (Promoted from Audit Assistant)

Managed all audit fieldwork, which included audit, review and tax preparation services for clients in real estate, manufacturing, and not-for-profit industries.

EDUCATION

Bachelor of Science Degree, Accountancy, Northern Illinois University, DeKalb, Illinois 1980



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