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Accounting Sales

Port St. Lucie, Florida, United States
January 11, 2018

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**** ** ****** ****** **** Saint Lucie, Florida 34953

772-***-**** (H) / 321-***-**** (C)


Analytical and results-focused financial executive with more than 20 years of experience analyzing and implementing financial strategies, developing cost cutting process improvements, and positively impacting corporate profitability and operational performance. Well-equipped with MBA and retail/multi-site accounting expertise, motorsports/entertainment facility, medical diabetic mail order company, and vehicle leasing, as well as strong qualifications in accounting systems implementation; 401(k) maintenance and administration; and financial forecasting, analysis, reporting, and controls. Highly organized self-starter and strategic planner with talent for proactively identifying and resolving problems - controlling costs, automating accounting systems, mitigating risks, and delivering cutting-edge financial and operational solutions.

Advanced communicator and cultivator of key relationships with banks and all levels of personnel, clients, businesses, and executive managers.

Big picture thinker with reputation for strong work ethic and drive to impact bottom line, while ensuring compliance with enterprise standards, procedures, and regulations.

Skilled provider of advanced training, guidance, and motivation that result in the retention of top performing professionals.

Assisted with operation by working with regional managements and department heads. Help in formulating plans for improvements in operations.

Financial Management & Accounting Accounting Systems Implementation Franchises Forecasting

Property/General/Worker Compensation/Umbrella Insurance 401(k) Administration Capital Budgets

E-Commerce Companies Cash Management & Projections Fixed Assets Sales & Property Tax

Relationship Building Financial Analysis & Reporting Project Costing Team Leadership, Mentoring, Training


Liberty Medical Supply, Inc. and Liberty Medical, LLC, Port Saint Lucie, Florida August 2013 – Present Medical supply company. Liberty Medical Supply, Inc. is a privately held home delivery service company that sells diabetes supplies, prescription drugs, Urology supplies, CPAP, and Ostomy supplies direct to consumers throughout the United States. The company works with all major medical insurance companies, Medicaid, and Medicare patients. Liberty Medical does over $350 million in net sales per year. Liberty Medical Supply, Inc. was in bankruptcy for two years and just emerged from bankruptcy in November 2014 under the new name of Liberty Medical, LLC and with new owners.

Director of Accounting/Corporate Controller

Direct all financial and accounting functions, providing financial, strategic, and business expertise for Executives, Board of Directors, and Department Heads. Oversee and lead a team of 12 professionals. Oversee the planning, organizing, and controlling monthly and annual close process. Prepare detail financial packages for the Executive leaders, Department Heads, and Board of Directors on a monthly basis. Present financial statements, changes month over month, budget comparisons, Statement of Cash Flows, and other supporting documents to the Executive Leaders and Board of Directors. Oversee inventory accounting and control functions (e.g. physical counts, cost comparisons, adjustments, variance reports, cost of goods sold and inventory balance reconciliations). Formulate, justify, and manage financial data, strengthening and implementing internal controls while ensuring compliance with GAAP and corporate regulations. Worked with the President and CFO in the due diligent of companies that were going to be acquired.



Key Highlights:

Helped to setup accounting for Liberty Medical call center in the Philippines. Worked with accounting team to make sure reporting was correct and accurate.

Cleaned up the financial statements and accounting department practices to decrease the time to close the month out.

Setup and created financial statements in FRX. Created month over month comparison, monthly statements, state of cash flows, gross margin by line of business, and departmental financial statements.

Key person in helping prepare all financial documentations for auditors and potential investors.

Lead all financial meetings with owners, key executives, and department heads on a monthly basis.

Worked with business operations on budgets and RCM department in reconciling unapplied cash.

Worked and helped potential new owners or investors with due diligence questions, data, and reports.

Setup Sage 50 Quantum for Liberty Medical, LLC within three weeks and had all prior data moved to account system. Developed new chart of accounts for company.

Setup all financial reporting statements for new owners in Sage 50 Quantum.

Completed all assigned projects before due dates for CFO.

Worked with Director of Finance and CFO on projects and analysis.

Setup sales and use tax returns processing in house using Microsoft Excel based on data received from CU system, which help save the company over $100k per year. Assisted in due diligent of acquisitions and setting up opening balance sheets for acquired companies.

Assist with budgets, forecasting, special projects, and other financial analysis.

Process Improvements:

Challenged with the project of cleaning up the accounting practices, accounting system (from GL balances to monthly reconciliations).

Helped identify problems and made corrections, improvements in accounting processes, systems, and closing reports.

Setup and automated the financial reports from Sage 50 Quantum using Excel (Vlookups, Pivot Tables, and Macros).

Setup new processes and procedures for accounting department in reconciliation of accountings, inventory handling, and supported documentations for journal entries.

Setup in house sale tax processing and automated the process using Excel, which saved the company an estimated $10k to $15k per month for using outside professional services.

Setup in FRX report writer, all templates for financial statements, statement of cash flow, and other reports based on what owners and key executives needed to make decisions.

Palm Beach International Raceway, Memphis International Raceway and International Hot Rod Association (IHRA), Jupiter, Florida March 2009- July 2013 Privately Held; Sports industry

Moroso Entertainment, LLC is a privately held multi-venue motorsports, entertainment, retail, and industrial company that owns and operates Palm Beach International Raceway and Palm Beach Driving Club in Jupiter, FL., and Memphis International Raceway in Memphis, TN., and IHRA in Norwalk, OH. Palm Beach hosts around 650 events annually between road course, all concert mile drag strip, championship karting track, and off road course. PBIR is sanctioned by International Hot Rod Association (IHRA). The company has 38 full time and 500 part-time employees, $10 million in revenue with the projections to do $15 million in 2012.

Assistant Vice President / Corporate Controller

Direct all financial and accounting functions, providing financial, strategic, and business expertise for all departments and executive leaders. Oversee and lead a team of 3 professionals. Oversee cash management, capital, operating budgets, HR/payroll functions, assist on insurance activities, tax compliance, maintain accounting system and implementation. Work directly with President/CEO of PBIR



and department heads in preparing budgets and capital needs. Work directly with Managing Partner of PBIR on special projects for expansion/acquisition of existing motorsports facilities. Assisted with operations of company and helped in overseeing operations for the events at the facility.

Key Highlights:

Earned top performer and professional in working with President on projections and projects for the potential capital investment firms and the potential acquisition of several motorsports facilities. Also received employee of the year for the work that was done on these projects.

Worked with IT manager in getting reporting from the ticketing POS and other POS system to report correctly and broken down into the categories.

Setup automated purchase requisition/purchase orders within Microsoft Dynamics.

Setup the accounts receivable accounting module that interacted with outside sales data base on contracts that have been closed and completed. This interaction uploads information to accounts receivable which produced an invoice for the customer.

Setup and completed all necessary documentation for new facility and communicated with the state of Tennessee. Setup inter-company rules between parent company and subsidiaries.

Setup new company for the new motorsports facility in Memphis, TN. that was purchased in February 2011.

Setup and design new reports with Paymaster in order to reduce the time in posting payroll entries from 2 days to half day. Setup payroll procedures so that those expenses are posted against the correct event or project.

Setup and convert from Microsoft Dynamics to QuickBooks Enterprise 2013.

Process Improvements:

Challenged with the project of cleaning up the accounting system from general ledger balances to accounts payable vendor balances that was neglected by prior staff.

Identify problems and made corrections, improving accounting processes and systems. Reconciled all accounts with 3 to 4 month period.

Re-created all financial reports in FRX that conformed to GAAP. Created consolidated, departmental income statements, balance sheets, and state of cash flows.

Setup new procedures and policies for gate/ticket workers in the cash handling practices.

BARNIE’S COFFEE AND TEA COMPANY, Orlando, Florida June 2001- March 2009

America’s largest privately owned gourmet coffee and tea retailer, wholesaler, and franchisor with 110 locations and $15 million annual revenue.

Corporate Controller/Chief Financial Officer

Define and direct all financial and accounting functions, providing strategic, financial, and business expertise for executive leaders and corporate development initiatives. Lead and motivate team of 4 professionals. Assisted with operations for the corporate office and detailing with regional managements. Oversee capital and annual operating budgets, cash management, payroll administration, credit and insurance activities, tax compliance, and accounting systems implementations. Formulate, justify, and manage financial data, strengthening and implementing internal controls while ensuring compliance with GAAP and corporate regulations. Build and manage strategic relationships with outside auditors, banks, vendors, franchisees, and regulatory agencies including U.S. and international Franchise Departments. Conduct financial/operational forecasting and cash flow projections, utilizing a business approach to define and direct short- and long-term corporate strategy. Analyze, prepare, and submit sales tax returns for multiple states.

Key Highlights:

Helped setup franchises up in Ireland, Kuwait, and Canada. Setup systems to track monthly sales to bill franchises for royalties.



Facilitated cost effective financial and operational processes during period of downsizing.

Saved $150,000 by spearheading equipment updates/improvements in credit card processors/POS systems, phone and data line, and auditing services.

Orchestrated sale of retail locations to Starbucks in 2006; directed store closures, and filed final sales tax returns, property tax, and intangible returns with each affected state.

Liaised with auditors and attorneys to facilitate due diligence process and profitable sale of Barnie’s to its original founder.

Earned reputation as top performer and dedicated professional, achieving Employee of the Year Award for overall outstanding performance and service.

Played key role in closure of original Barnie’s Coffee and Tea Company, Inc., and subsequent launch of 10 new and separate entities including parent company, Barnie's II, Inc., and 9 subsidiaries.

Performed all documentation for each new site and corresponding state, creating new chart of accounts, accounts payable/receivable, inventory, fixed assets, inter-company rules, etc.

Process Improvements:

Challenged with restructuring entire accounting department to reverse year-long period of neglect and incorrect accounting procedures.

Effectively identified and corrected problems, overhauling and improving accounting processes and systems, and reconciling all accounts within 3 months.

Implemented JD Edwards accounting system and integrated POS, eliminating 3 existing systems and driving enhancements in multiple accounting functions including sales orders, customer billing, general ledger, and financial reporting.

Streamlined accounts payable processes by instituting method of voucher matching to purchase orders, and establishing net landing rules to capitalize freight charges with incoming warehouse merchandise.

MARLIN ESOURCING SOLUTIONS, LLC., Kissimmee, Florida May 1999- June 2001

Leading provider of operations performance assurance for applications and web technology infrastructures, including hosting facilities, redundant Internet access, and 24/7 customer service.

Corporate Controller

Developed and oversaw all accounting functions for Marlin eSourcing and 24 additional company-owned entities from a wide range of industries including Internet/collocation, diabetic medical, video production, fulfillment, data/wiring installation, call center, alarm monitoring, telephone retail/wholesale, mobile CT scanning, and multilevel marketing. Established and maintained organizational accounting principles, practices, procedures, and initiatives. Provided decisive leadership and direction for 4 direct reports. Performed ad hoc financial analysis and reporting, accounts payable/receivable, payroll, collections, and billing. Prepared budgets and bank reconciliation for each company, including journal entries, inter-company entries, monthly and annual financial statements, Statement of Cash Flows and analysis. Tracked, setup, and depreciated fixed assets for all companies.


Master of Business Administration, Accounting

Florida Metropolitan University, Orlando, Florida. Graduated with Honors

Bachelor of Science, Accounting

Orlando College, Orlando, Florida


Oracle JD Edwards Peachtree Window Lawson MAS 90 Khameleon FRX Microsoft Dynamics (Solomon) and Great Plains Microsoft Office (VLookup, HLookup, & Pivot Tables) QuickBooks and QuickBooks Enterprise 2013 Sage 50 Quantum

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