***** *. **** *** **. ac0j34@r.postjobfree.com
Solon, OH *4139 216-***-****
HIGHLIGHTS OF QUALIFICATIONS
* Strong technical, analytical and problem solving abilities.
* Excellent writing, verbal and interpersonal skills.
* Outstanding team worker; function well under pressure.
* Excellent leadership and supervisory skills.
* PC skills – Excel, Word, Access, PowerPoint, MAS90/200, Great Plains,
QuickBooks, FRX, Crystal Reports, FAS2000, Macola, Hyperion and SQL.
PROFESSIONAL EXPERIENCE
TLM Business Consultants Solon, Ohio (10/13 – Present)
Independent Consultant (Life Line Screening, Barker Products, The Taxpert, McGowan Underwriters)
* Provide accounting, financial, tax and business consulting services to individuals and small businesses.
* Life Line Screening of America, LTD Independence, Ohio (6/14 – 2/15)
Independent Consultant (Interim Controller – transitioned accounting operations to Austin, TX)
* Managed day to day accounting and financial operations of a $150 million health care company and eight
team members, including A\P, A\R, Payroll, Financial Analyst, Credit Analyst and Accounting Manager.
* Performed Treasury Management functions by maintaining appropriate Cash Balances in numerous accounts
Worldwide and ensure that all ACH, Wire and check activity was properly and timely submitted.
* Calculated Bank Covenant requirements and maintained Financial Forecast to ensure that all obligations were met
and all Bank Covenants were not jeopardized, by strategically timing payment of expenses.
* Managed the completion of the 2012 & 2013 Financial Audit with PWC by providing Financial Statement
footnotes and supporting detailed schedules for Income Statements, Balance Sheets, Cash Flows and Equity.
* Responsible for managing insurance brokers and updating all applications to provide appropriate and cost
effective global lines of insurance liability and health insurance coverages.
*Barker Products, Inc. Cleveland, Ohio (10/13 – 10/14)
Independent Consultant (Project based – prepared company for sale)
* Reviewed and cleaned up General Ledger, Income Statements and Balance Sheets for 2012, 2013 & 2014.
* Prepared company for sale by calculating business valuation and presentation of projected cash flow and worth.
* Prepared Consolidated Financials for plating and fastening companies and filed taxes for 2013.
* Reviewed contracts and negotiated payments to clean up past due Accounts Payables and Receivables.
* Produced Budgets and Forecasts for 2014 and created variance analysis to budget & current monthly financials.
NewPort Tank Containers, Inc. Rocky River, Ohio (11\06 – 10\13)
Global Finance Manager
* Managed the production of financial reports and analysis for a $100 million international shipping
company with offices in Cleveland, Europe, South America, Mexico, Middle East and China.
* Produced monthly, quarterly and annual variance reports comparing loaded shipments, profitability,
equipment utilization, idle time and repositions to prior year and budget.
* Produced complex monthly Cash Settlement reconciliation for European and China joint venture.
* Responsible for annual Budget process for NewPort USA, Europe and China joint venture.
* Produced quarterly and annual Customer Statistics for NewPort and China joint venture comparing
profitability by Customer and Trade Lane to quotations and prior periods.
* Successfully streamlined Cash Settlement process by downloading reports from Monitor reporting
system and linking data to Excel to reduce manual data entry.
* Traveled to Europe and China to enhance relationships and streamline financial processes and operations.
Buckley King, LPA Cleveland, Ohio (8\02 – 11\06)
Controller
* Managed the production of financial statements and reporting for a $12 million professional
service firm with offices in Cleveland, Columbus, Cincinnati and Atlanta, Georgia.
* Supervised Accounting Operations consisting of Billing, Cash Receipts, A\R and A\P.
* Increased profitability of the Firm by $750,000 dollars from prior year, by managing
expenses and collecting over $500,000 in old receivables.
* Implemented policies and procedures which increased the speed of time entry, billing and cash flow.
* Administrator of Firm 401(k) Retirement Plan and Health\Dental Insurance Plan.
* Saved the Firm and Employees over $80,000 in Health Insurance increases over a two year period.
32521 N. Burr Oak Dr. ac0j34@r.postjobfree.com
Solon, OH 44139 216-***-****
Technical Consumer Products, Inc. Aurora, Ohio (7\01 – 3\02)
Corporate Controller
* Managed the production of financial statements and reporting for a $86 million manufacturer
and distributor of energy efficient lighting products.
* Supervised Accounting Operations staff of seven.
* Managed $20 million line of credit and updated daily bank borrowing base report.
* Responsible for coordination and completion of monthly Physical Inventory Counts and variances.
* Coordinated and managed quarterly and year-end audits, working with Senior Audit Managers of
PricewaterhouseCoopers, including audits of prior 4 years required for Initial Public Offering.
Squire, Sanders & Dempsey L.L.P. Cleveland, Ohio (1\00 – 6\01)
Controller of Financial Operations
* Managed the production of financial statements and financial reporting for a $260 million
professional service firm with 26 offices worldwide.
* Managed the Accounting, Billing, and Collection Departments with a combined staff of 25.
* Coordinated the annual audit process internally, working directly with Arthur Andersen.
* Oversaw treasury functions, including maintenance of $85 million credit line.
* Successfully restructured and staffed Billing and Collection Departments to handle a 33%
increase in Firm growth, while increasing customer service levels.
* Instrumental in creating a Cash Cycle Management Program that improved year-end cash
collections and information on past due balances.
Arter & Hadden L.L.P. Cleveland, Ohio (5\97 – 1\00)
Financial Reporting Controller
* Managed the production of financial statements and financial reporting for a $160 million
professional service firm with ten offices nationwide.
* Restructured financial reporting from an office to a business unit model, creating a financial
tool to manage 26 different practice groups over ten geographic regions.
* Prepared cash flow analysis, projections, statistical analysis and budgets.
* Provided all lead schedules, account reconciliations, flux analysis and supervision of year-end
audit, working directly with Senior Audit manager of Meaden and Moore.
* Assisted in preparation and review of capital leases, equipment financing and renewals of
lines of credit in excess of $20 million.
Medical Consultants Imaging Co. Cleveland, Ohio (12\90 - 4\97)
Controller
* Prepared financial statements, budgets and cash forecasts, reporting directly to CFO.
* Managed staff of four; recruited, supervised, trained and appraised performance.
* Provided all lead schedules and supervision for year-end audit completed by Coopers & Lybrand.
* Implemented FAS2000 tax depreciation system for all company fixed assets.
EDUCATION
Master’s Degree in Business Administration (MBA)
Cleveland State University, Cleveland, OH
Concentrations: Finance and Management & Labor Relations
Bachelor of Science in Business Administration
Ashland University, Ashland, OH
Majors: Accounting and Finance
HONORS & ACTIVITIES
* SBA Small Business Institute District Award (during MBA program)
* Phi Kappa Psi Alumnus
* Ashland University Wrestling Team
- 2x All-American, Academic All-American, Team Captain