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Sales Manager

Mableton, Georgia, 30126, United States
March 02, 2011

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

Atlanta, GA 30126


Big 4 audit/consulting CPA with a record of achievement in identifying organizational issues, reducing

risk, recovering lost funds, and formulating recommended solutions. Leverages SOx compliance

expertise to improve financial management and increase profitability. Expert at implementing the

Practice Growth Model (best practices) for professional service firms.

Manager-Audit/Risk Management Director of Practice Growth

Corporate governance/Sarbanes-Oxley Strategic marketing plan management

• •

Risk management and control Partner rainmaking/pipeline management

• •

Initial public company audits Segment/niche management support

• •

Litigation support New product development

• •

Professional Experience

2002 - Present Sole Practitioner FL; Atlanta

Accounting, SOx 404, and Business Development Consultant

Fortune 500 clients: Express Scripts, PricewaterhouseCoopers, Philips Global

Selected others: Tupperware Brands, Hudson Global (staffing),BSSS LLP (CPAs)


Planned, staffed, and performed Sarbanes-Oxley 404 engagements, including documentation of flows;

assessment of risk; design and testing of controls; and remediation of control weaknesses

Directed project team delivering 5% increase to the bottom line by improving the accuracy of key

management reports and by enhancing operational efficiency; identified and remediated 15 major issues that

were contributing to $6 million (20%) of gross margin misstatements

Designed a set of policy and process solutions to avoid costly system replacement after identifying $3

million of monthly misstatements in accounts receivable

Improved accuracy of inventory cycle counts over 50% by developing procedures to improve control/tracking

of goods and by reorganizing the warehouse

Developed system requirements and planned procedures for new ERP system implementation

Practice Growth

Developed and implemented a strategic marketing plan resulting in growth rates of 52% (2006), 40% (2007),

and the designation of fastest growing CPA firm in the country

Created and managed the business development function for an Atlanta consulting group, generating 120%

profit growth in 2009


2000 – 2002 Rachlin Cohen & Holtz LLP (Marcum Rachlin) Miami, FL

Florida’s largest non-Big 4 CPA firm (2002)

Director of Marketing and Business Development

Directed the marketing function to help generate organic and sustained growth of 20% (compared to 8%

national average and 6% prior year), maintaining the sales and marketing budget below 3% of revenues

Developed the firm's first strategic marketing plan and budget, designed to maximize marketing resources and

achieve targeted growth

Developed a professional services marketing framework to guide professionals in every stage of the sales


Provided one-on-one consultation to firm partners on their personal marketing plans

Increased qualified leads resulting from firm-sponsored seminars by more than 200%

Increased positive exposure in local press by more than 100%

Improved lead generation by 80% after implementing policies and procedures to enhance the firm's billing

system as a CRM solution

1998 – 2000 Robert Half Management Resources Miami, FL

Accounting/Finance project professionals (145 offices


Business Development Manager

• Marketed financial project professional services as a key member of the startup sales team in the Miami


• Led the team in sales revenue and sales activity critical to the development of the service offering on a

consistent basis

• Achieved top earner status nationally (top 20) within first year

• Trained team members company-wide on sales techniques and successful individual sales models

1994 – 1998 PricewaterhouseCoopers LLP Miami, FL

Senior Auditor/Consultant

• Supervised audit and consulting engagements, including litigation support, forensic accounting, fraud

investigation, due diligence, and compliance

• Developed “in-demand” status from national offices for formulating new audit techniques to solve

complex issues such as lack of traditional audit evidence

• Developed a reputation for outstanding client service



• Microsoft Office - Word, Excel, Access, Outlook, PowerPoint, Publisher

• Microsoft Project

• Microsoft SharePoint

• Microsoft Visio

• Numerous CRM programs, including and InterAction


Florida State University Tallahassee, FL

Bachelor's Degree

• B.A., Accounting and Finance; Math minor

• Student Body Comptroller

Certified Public Accountant in the State of Georgia

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