GREGG S. FRANCIS, CPA, MS, MBA
(**** NE **th Court ( Fort Lauderdale, FL 33304 (
(Home: 954-***-**** (Mobile: 954-***-****(Fax: 954-***-****
(E-Mail: abkrtn@r.postjobfree.com
Objective
Seeking a challenging position which will leverage my skill set to add
value in a managerial and financial capacity utilizing my 18 years of
experience and formal business education.
Education
December 2007 - Kellogg School of Management at Northwestern University-
Evanston, Illinois
Earned Masters of Business Administration Degree, (focus on Business
Negotiations, Finance and Strategic Planning)
May 1996- City University of New York- Queens, New York
Earned Master of Science Degree Industrial/ Organizational Psychology-
Graduated top 1%
May 1992 - University of Maryland- College Park, MD
Earned Bachelor's of Science Degree in Accountancy from Smith School of
Business-Summa Cum Laude
Professional Experience
June '01- August '10 - Wallack Enterprises, LLC.
Chief Financial Officer/Director of Operations, Miami Beach, FL
. Directly responsible for the financial direction and health of 14
interrelated corporations, (including Hotel/Nightclubs, Retail Stores and
Real Estate Companies), valued at 80 million dollars.
. Oversee and Coach a team of 45 employees
. Full financial statement preparation, corporate tax preparation and
dashboards (balanced scorecards) for internal and external use.
. Direct liaison to external CPA firms and potential stakeholders
. Responsible for investment of funds and asset allocation
. Directly responsible for increasing the Corporation's bottom line over
20% with only an 8% revenue gain, by implementing lean management
principles and forward buying.
. Established optimum inventory levels which mitigated carry costs and
streamlined the manufacturing/retail levels.
. Established banking relationships for acquisition purposes and capital
structure flexibility.
. Responsible for all departmentalized capital budgets.
Apr '98- Apr '01 - Jetro/Restaurant Depot Enterprises, Inc.
Corporate Controller, College Point, NY
. Directly responsible for guiding the financial strategies of twenty four
separate units of this 1.5 billion dollar corporation specializing in the
wholesale of retail foods.
. In charge of reporting the inventory turns, and retail analysis among
regions to the Board of Director's
. Directly supervised a team of 30 employees regarding financial statement
preparation in accordance with GAAP.
. Added value by locking in with ADT securities on a 5 year commitment
resulting in a one million dollar ($ 1,000,000) savings to the
Corporation.
. Intimately involved in site speculation and rollout to increase line
extension of products.
. Prepared inter-company financial statements for Board of Director's as
well as other stakeholders, initiating corrective actions for
underperforming locations.
. Responsible for final analysis of the corporate budget before being
ratified by the Board of Director's.
. Instituted corporate management techniques yielding significant
achievement in backup planning and succession planning.
Jun '95 - Feb '98 - Brooklyn Postal Employee Credit Union
Chief Executive Officer-Brooklyn, New York
. Responsible for and achieved restoration of financially distressed credit
union.
. Managed, trained and coached a staff of 9 team members ranging from loan
officer's to controller.
. Instituted matrix based lending, which offered arbitrage to consumers
with better interest rates.
. Reduced delinquency rate from an unacceptable rate of 9% to less than
0.5% in one year.
. Approved by both the Federal and State Regulatory to act as a Chief
Executive Officer in a New York State Credit Union.
. Corporate trainer outlining the importance of financial planning and
thrift.
. Directly reported to the Board of Director's on the statement of
financial position, relative to branches of similar location and
capitalization.
. Brought the Credit Union's camels rating from a five (5) to a two (2)
during my tenure.
Sept '92- May '95 - Price Waterhouse, LTD
Auditor-Jericho, New York
. Audited various Hospitality and Retail Industries ranging from 3 million
dollars in revenue to 500 million dollars in revenue.
. Administered tests of liquidity, to make sure a company would be a viable
going concern.
. Consulted to various Clients' as to risk exposure, human capital and
capital structure.
. Formulated plans of action with Clients' for growth potential.
. Worked on a financial reconstruction team to exploit risk tolerance.
. Performed Reviews, Audits and Compilations.
. Multi-State Tax Preparation
Special Summary of Skills
. Proficient in QuickBooks, Peachtree, Accpac, Microsoft Word, Microsoft
Excel, Pivot Tables, ADP Payroll Processing, Dashboarding
. Advanced Training in Negotiations, Lean Management, Arbitrage,
Decision Making Sciences, Succession Planning and Organizational
Design, and Hospitality Accounting
. Proficient in all Financial Statement Preparation, Sales Tax
Preparation, Resort Tax Preparation, Corporate Tax Preparation,
Capital Budgeting
Licenses and Awards and Civic Position's
. Certified Public Accountant- State of New York-1994
. Certified in Hospitality Finance-2000
. Certified in Food Handling- 2001
. President- Miami Beach Police Athletic League (2007-2009)
. National Honor Society in Education-CUNY Queens College
. Employee of the Year-Wallack Enterprises LLC.-2003
. Distinguished Honor of Successful South Florida Businesspeople
. National Honor Society Economics- University of Maryland
. President and CEO (founder)- Miami Beach Soccer Academy
References Available Upon Request