Resume

Sign in

Controller/CFO

Location:
Boca Raton, FL
Posted:
June 06, 2018

Contact this candidate

Resume:

*

Todd R. Branstetter

** *.*. **** *****

Boca Raton, FL 33486

561-***-**** - ac5ryc@r.postjobfree.com

OBJECTIVE

Chief Financial Officer or Corporate Controller with broad responsibility for supporting achievement of company’s financial objectives.

SUMMARY

Accounting executive with over 30 years experience in positions with crucial responsibilities. Excellent reputation as creative, innovative and results-oriented senior manager who gets things done in a high stress environment. Full range of accounting experience includes: capital and operating budgets, financial statements, accounting policies and procedures, payroll, taxes, accounts receivable, accounts payable, and credit facilities. Recognized for ability to apply technology in streamlining accounting operations. PROFESSIONAL EXPERIENCE

Chief Financial Officer, Founding Member June 2008 – August 2017 The Treatment Center of The Palm Beaches, LLC Lake Worth, FL The Adolescent Treatment Center of The Palm Beaches, LLC Lake Worth, FL

• Supervised formation of the health care companies including business plans, organizational filings, and operating agreements.

• Assisted with acquisition of the company’s real estate by negotiating a beneficial lease with an option to purchase.

• Organized Accounting department to establish controls and procedures for efficient and accurate consolidated financial reporting while managing a staff of five.

• Established Human Resources department to handle all related functions including recruiting and hiring, compensation management, employee benefits, 401k and insurance administration, policy formulation, workers compensation administration, and training to comply with ERISA and all federal labor laws while managing a staff of seven to govern over 500 employees.

• Collaborated with other founding members to accelerate the growth of the companies to generate annual revenues exceeding $70 million with an operating budget of over $50 million by the end of the fifth year.

• Created positive banking relationship by providing all requested statements and documentation in a timely fashion.

• Facilitated financing of more than $10 million to purchase real estate, make major property improvements, provide working capital, and establish lines of credit and corporate credit cards for ongoing operations.

• Worked with external accounting firm to create audited financial statements in accordance with GAAP and prepare all tax returns as required by covenants in the bank’s financing agreements.

• Attended daily meetings with the CEO and other Directors to provide updates on the status of the monthly and yearly financial goals of the companies and gave recommendations on how to effectively achieve them.

• Reported to board of managers and other members at quarterly meetings giving updates on the financial condition of the companies and introduced methods to increase revenues and cash flow while decreasing costs.

• Awarded “CFO of the Year for 2015” from the South Florida Business Journal. 2

Todd R. Branstetter

99 S.W. 11th Court

Boca Raton, FL 33486

561-***-**** - ac5ryc@r.postjobfree.com

Accountant, Tax Preparer, Financial Advisor, Founder 1991 – 2008 Branstetter Tax & Financial Corp., Inc. Boca Raton, FL

• Cofounded family owned business dedicated to tax, accounting, and financial services for local individual and business clientele.

• Spearheaded growth to prepare almost 1,000 annual individual tax returns and provided annual accounting services to over 250 businesses including tax returns, financial statement preparation, and year-round financial and tax advice.

• Managed staff of eight which included accountants, financial advisers, and administrative personnel.

• Worked closely with individuals and small business owners in a variety of industries and entity classifications to save thousands of dollars in taxes through effective tax planning and investment strategies.

• Achieved an audit rate of less than 1/10 of one percent due to diligent tax return preparation and attention to details.

• Created a high level of satisfaction and professionalism for clientele which fostered growth of the business exclusively through referrals.

• Built and maintained network computer system and all software installed on the network. Accountant, Administrative Assistant 1983-1990

Robert L. Branstetter, Jr. Boca Raton, FL

• Developed System 38 computer system using newly released PC technology from IBM.

• Maintained all client information including important due dates for various tax filings.

• Prepared depreciation schedules and compiled tax returns for individual, corporate, payroll, and sales tax returns.

• Researched Internal Revenue Code and Regulations to provide answers to questions asked by all tax preparers in the office.

• Performed data-entry for client correspondence, financial records, and tax returns.

• Passed Internal Revenue Service Enrolled Agent exam. SKILLS AND QUALIFICATIONS

- MS Office Suite, QuickBooks, Quicken, Sage, Peachtree, Lacerte, UltraTax CS, Turbo Tax, Creative Solutions, T.I.E.R. Software

-Prior Enrolled Agent

-Prior Series 7 License

-Prior Life and Health Insurance License

-Notary Public

EDUCATION

Accounting undergraduate studies at Florida Atlantic University 1981-1983



Contact this candidate