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Controller, VP of Finance

United States
January 23, 2010
Contact Info:


***** ** **** ******  Miami  Florida  33189

Cell (305)***-**** 


An accomplished and dedicated bilingual finance and accounting executive with strong experience in mergers and acquisitions, manufacturing, supply chain, energy, telecommunications and professional services in the United States, Canada and Latin America. Excellent leadership and management experience. CPA license in 2011.


M&A Due Diligence Derivatives (FAS 133) Policy Implementation Multi-lingual

Budgeting and Forecasting Corporate Financing SOX / IPO / SEC Filings Investor Relations

Financial Statement Preparation Lease Accounting Multi-unit Management Audits

Latin American Subsidiaries International Consolidations Not-for-profit Accounting Kaizen Method


Miami Science Museum – Controller Miami, FL 01/09 – Present

Managed the financial infrastructure for a $20 million Not-for-Profit science museum.

 Managed the accounting department consisting of 4 employees, ensuring that the books and records are maintained in compliance with all accounting and regulatory standards and that a system of internal controls is instituted and maintained to protect the assets of the Museum

 Responsible for donor accounting, revenue recognition, investment and tax accounting, cash disbursements and collections in collaboration with senior staff and department managers

 Implemented advanced treasury controls and complex cash flow modeling systems and projection techniques

 Integrated policies and procedures to safeguard museum assets

 Completed accrual and cash basis operating budgets and developed a tracking method to reconcile actual result to the budget

 Prepared periodic financial presentations for the Board of Directors, while submitting all required statutory reporting

 Managed all constructions related bond and grant reporting requirements related to $180M of government sourced revenues

 Implemented a system to capitalize and track all costs related to the construction of a$300M new museum project

 Managed all financial commitments and entity contracts ( i.e., Insurance, Retirement Plans, Leases, Grant Agreements, Banking)

 Work closely with external and internal auditors in conjunction with the CFO and Trustee Audit Committee to have comprehensive audit programs in place

 Direct and administer a comprehensive financial system designed to provide Trustees, senior Museum management and others with timely and accurate financial information.

 Ensure the efficiency and accuracy of information flow between the investment/endowment function and applicable department heads.

 Applied all GAAP accounting treatment and disclosure requirements including (SFAS) No. 116, “Accounting for Contributions Received and Contributions Made” and (SFAS) No. 117, “Financials Statements for Not-for-Profit Organizations”

PTI Sports – Vice President of Finance Coral Gables, FL 08/05 – 12/08

Provided executive leadership for a $70 million leading U.S. designer, manufacturer and distributor of bicycle parts, helmets and other accessories.

 Prepared all financial statements, footnotes and related financial analysis

 Ensured the company maximized profits and achieved financial goals

 Managed the legal and financial due diligence and purchase accounting regarding the sale of the company’s assets

 Integrated policies and procedures to safeguard company assets

 Responsible for Finance, Accounting and Human Resources Departments consisting of 10 employees

 Procured, negotiated and secured a $22M line of credit refinancing and handled covenant compliance

 Reduced SG&A by 4% and increasing gross margin by 6%

 Improved cash flow by managing sales cycles and extending key vendor terms

 Applied all GAAP accounting disclosure requirements including accounting for capital and operating leases (FAS 13)

 Created and implemented data-mining tools to effectively analyze SAP data to produce reliable finance and general ledger reports for management and external users


Florida, Power & Light – Controller Juno Beach, FL 02/02 – 08/05

Supervised GAAP accounting and reporting for energy contracts and groups of wind, hydroelectric and natural gas and oil power plant for a $15 billion provider of electricity-related services.

 Responsible for the GAAP Financial Reporting, Accounting and SEC Reporting for a group of power generating assets

 Prepared budget and forecasts as well as monthly variance analysis reports

 Contributed to a $100M refinancing of wind energy assets portfolio

 Audited, tested and implemented accounting procedures, including Sarbanes Oxley and SEC compliance

 Recommended operational improvements to maximize profits and worked to discover root cause of underperformace

 Participated in a company-wide SAP software implementation

 Responsible for performing various mark-to-market and hedge accounting calculations

 Provided various 10-Q and 10-K data to support SEC filings

 Evaluated and monitored accounting pronouncements and SEC rules and regulations as related to the company

 Oversaw the accounting issues in the acquisition, development and construction of several power plant projects

U. S. Energy Systems, Inc. – Corporate Controller West Palm Beach, FL 05/99 – 02/02

Managed the financial and accounting departments for a $40 million “clean and green” energy and power project provider operating in the United States, Canada and United Kingdom.

 Managed an accounting department of five people and responsible for the consolidation of six subsidiaries

 Ensured fulfillment of the Company’s internal controls, adherence to GAAP issues and research of SEC regulations

 Responsible for timely financial and accounting reporting for managers, executives and SEC compliance, including press releases, footnotes, Management’s Discussions and Analysis, 10-K’s and 10-Q’s

 Prepared budgets, forecasts and pro-forma financials for executives, auditors and potential acquisition/merger efforts

 Worked on the raising of $2.25M through a private placement offering

 Instrumental in acquiring three companies for a total $150M and increasing revenues by 11 times

 Lead the merger and integration of three subsidiaries into the corporate structure

 Designed and applied accounting processes and procedures resulting in reduced monthly reporting times from 20 to 6 days

 Relocated and transitioned corporate headquarters from Florida to New York in three months

Technisource, Inc. – Controller Fort Lauderdale, FL 04/98 – 05/99

Responsible for IPO completion and managing accounting and financial reporting for a $106 million national information technology staffing firm.

 Managed Accounting and Finance departments of fifteen highly qualified professionals

 Completed a $40M IPO filing with the SEC in coordination with executives, underwriters, auditors and attorney's

 Fully implemented Great Plains accounting software in Latin America

 Started and lead Latin American sales and service efforts for the company's Great Plains software sales division

 Prepared all SEC reports, including financial statements, footnotes, Management’s Discussions and Analysis

 Ensured corporate compliance with SEC, local, state and federal tax and governance filings

Able Telcom Holding, Corp. – Corporate Controller West Palm Beach, FL 12/95 – 04/98

Directed the accounting and financial reporting for a $217 million telecommunications and transportation construction and maintenance company, operating in the United States and Latin America.

 Managed the accounting, finance and human resources consisting of 10 employees

 Implemented SEC mandated electronic (EDGAR) filings program and phased in corporate compliance establishing new policies and procedures

 Responsible for GAAP research and preparing all SEC filings and supporting information

 Provided key information for investor relations and press releases

 Participated in obtaining $12.5M credit facility, $3M term loan, $10M Subordinated Debt Restructuring and $6M private placement offering

 Worked on several acquisitions and integration into the company's accounting system

 Contributed to a 7% reduction of administrative expenses over three years

 Reduced expenses by revising company benefits program for 2,000 employees

 Prepared financial statements and ad hoc reports for management

 Managed financial functions in Latin America, including Brazil and Venezuela

 Coordinated periodic audits by outside CPA’s, insurance companies and banks


Eutro Group Holding, Inc. – Financial Controller Jupiter, FL 03/94 – 12/95

Lead the accounting and finance department for a $3 million diversified holding company and state-of-the-art clinical chemicals manufacturer and medical research company.

 Prepared all SEC filings and supporting information as well as financial statements and footnotes

 Served as a key member of the company's reorganization team that raised needed financing, paid-off obligations and brought the subsidiary out of bankruptcy

 Resolved SEC delinquency complaint (LR-1435912) by preparing three full years of late filings

 Reconstructed and organized corporate records dating back over 10 years

 Implemented a new accounting system for the company and its subsidiaries

 Coordinated audits and legal issues with auditors and attorney’s

 Managed medical related inventory controls

El Monte RV. – Senior Accountant El Monte, CA 02/91 – 03/94

Supported the Controller and accounting department of a $14 million premier nationwide motor home rental and sales company with more than 50 locations throughout the United States.

 Instrumental in managing the monthly financial close process

 Supported accounting department as needed

 Responsible for obtaining individual financing for each new vehicle purchased

 Prepared monthly depreciation and other key financial schedules and reports

 Applied lessor and lessee accounting concepts found under FAS 13 to account for leases of vehicles to customers

 Assisted Controller with financial analysis, budgeting and financial statement disclosures

Richard C. Martin, CPA – Staff Accountant Pasadena, CA 01/89 – 02/91

Assisted sole person CPA practice with150 clients

 Coding and key-entry of all clients accounting

 Assisted in prepare tax return

 Maintained clients and CPA’s general ledger

 Office management and provided support to manager as required


 Bachelors Degree in Accounting - Florida Atlantic University, Boca Raton, Florida

 CPA license in 2011

 English native speaker; Spanish 100% fluent (read and write), Portuguese 50% (conversational)

 Software Knowledge: SAP, MS Office, Advanced Excel, Great Plains, Oracle, Crystal Reports, FrX, Quickbooks, SAGE MIP

 Registered SEC filing agent

 Familiarity in working with OMB Circulars related to non-profit organizations and grant management

 Volunteer music and vocal group instruction for non-profit organizations

 Consulting services provided in medical billing, SEC filing, back-office accounting and accounting systems implementation

 Reference available upon request