RICARDO A. COELHO, MBA, CPA
Leadership professional in finance, accounting and audit with over 15 years of hands- on experience and supervisory responsibilities over 16 team members. High-caliber, self-starter with the ability to thrive in an entrepreneurial environment and seamlessly move among multiple objectives. My expertise was acquired serving Fortune 500 companies domestically and internationally, delivering world-class results under strict deadlines and setting best practices in private and public companies.
• Leadership & Team Building • Process Improvement and Internal Controls • Financial Consolidation
• Collaborative Problem Solving • M&A Due Diligence and Integration • Financial Modeling
• Policy & Procedure Development • Capital Expenditure Analysis • ERP Implementation
• Drive Budget and Forecast • Technical Accounting, US GAAP/IFRS • Financial Reporting
ChenMed, Miami Gardens, FL • Accounting & Finance Manager • 04/2013 – Present
An $800M PCP provider serving Medicare/Medicaid full risk members in 6 states. Assist the executive team in
creating the foundations to grow the business from 13 centers to 25 centers in 2 years and to 39 centers currently.
Design accounting policies and procedures to transition the accounting from cash to accrual basis and to enhance the control environment
Perform analyses on revenue and medical costs as well as IBNR accruals to comply with US GAAP
Partner with Shared Services to design new AP and Payroll processes to improve accounting accuracy
Responsible for overseeing the closing of the books; considering reimbursements, contracts and revenue pieces
Create and prepare the consolidated financials and reporting packets for 5 affiliated companies with 39 medical centers including variance analyses of revenue, medical, clinical and running costs
Coordinate the provision of information to external auditors for the annual audit
Desca, Doral, FL • Corporate Controller/Consolidation • 08/2010 – 01/2013
This telecommunication company partners with Latin American businesses to overcome current business
challenges with protection/transmission/sharing of data, voice and video.
Preparation of LATAM consolidation while managing the financial statement deliverables from multiple subsidiaries and consolidation reporting timelines
Assisted the VP of Accounting in the preparation of SEC reports by preparing and consolidating financial footnotes and variance commentaries
Assisted the Regional Controller in the review of financial statements for proper allocation of US GAAP adjustments (local LATAM countries to US GAAP and foreign exchange translation FAS 52)
Reviewed revenue and cost recognition processes, analyzed gross margin, and inquired on OPEX variances
Responsible for the BS and P&L of US operations as well as a holding and investment entity
Supervised the AR/AP, weekly cash flow, revenue and cost recognition processes for the US operation while performing equity, accruals and high-level entries as requested by the Director and/or Regional Controller
Assisted in managing deliverables for local and US GAAP audits at quarter close and year-end
Intertek, Doral, FL • Regional Controller - South America • 06/2008 – 03/2010
£4B British organization specializing in inspection, certification, testing, and laboratory fields for the Consumer
Goods and Oil & Gas industries. Actively participated in and drove the organization’s overall strategy with
responsibility for managing the accounting, finance, and cash management functions for the South American
operation. Promoted and drove the consolidation of operations throughout the region resulting in $5M cost
reduction in FTE and OPEX.
Coordinated the update and replacement of the ERP systems throughout the region
Introduced a business review process to certify the integrity and adherence to Group policies and
procedures under IFRS and to approve adjusting entries for compliance
Performed the financial controlling reviews on operating accounting & reporting for integration efforts
Managed a due diligence project on target companies and defined the integration strategy
Ensured that all financial and reporting consolidations were accurate and on-time for the MD&A
Quantum Builders, Coral Gables, FL • Controller • 04/2007 – 03/2008
A real estate organization specializing in neighborhood enhancement from site development to new townhouses
and single-family communities. Acted as a business partner to the executive team and managed all facets of the
projects’ finances from development/construction loans to the close of units and resulting profits.
Monitored 4 residential projects progress and presented financial reporting actual versus budget to protect the ROI
Established the Home Owners Association (HOA) in access of 200 residents and managed it to eventually transfer it to the owners
The Related Group of Florida, Inc., Miami, FL • Controller • 04/2005 - 04/2007
Real estate developer focusing on high-rise residential buildings on the waterfront. Served as Controller for the
construction of four condominium towers with dwellings in excess of 1,250 units. Managed compliance with bank
covenants on loans over $600 million.
Compared project budget to actual to identify risk and opportunities and define strategies to minimize risk
Submitted covenants, prepared withdrawals on loans and resolved all balances discrepancies
Ingram Micro, Inc. (Latin America Headquarters), Miami, FL • Senior Internal Auditor • 05/2000 – 04/2005
World's largest technology distributor to provide sales, marketing and logistics services for the IT industry
worldwide. As number 62 in the 2015 Fortune 100, the company operates in 160 countries with
approximately 200,000 customers worldwide including retailers and IT resellers. Served as senior auditor in a
world class audit department while completing domestic and international projects. Partnered with regional
executives to mitigate risk, increase profit and enhance efficiency. Conducted due diligence on M&A projects
while assisting on the integration of newly acquired entities. Lead the SOX implementation for Latin America.
Supported Latin America and other regions by assisting external auditors in the year-end audit reviews; reviewed regional consolidation, budgetary processes and other management request projects
Coordinated audit teams, scheduled/planned/supervised/executed US GAAP compliance for operation, finance and best practice reviews while being available as the primary resource for US GAAP accounting issues
EDUCATION * LICENSE
CPA, State of Florida with active license
MA, Florida International University. Miami, FL – 12/2002 • Accounting Information System
MBA, University of Connecticut. Storrs, CT. – 12/1996 • International Business and Finance
BSEE, Universidade Veiga de Almeida, Rio de Janeiro, Brazil. – 09/1984 • Electrical Engineering
Computer: Workday, MAS 200, Microsoft Office Suite, MS Project, SBT, Platinum, Quick-Books
And customized systems (Impulse and Z Menu), COGNOS, Microsoft Dynamics (GP)
Languages: Fluent in English, Spanish and Portuguese.