Business Manager/CFO/COO/CPA

Steven Grishman, CPA, CGMA

**** ********** **** ** *******, GA 30101

504-***-**** *********@*****.***

FINANCIAL/OPERATIONS EXECUTIVE

CFO/COO/Business Manager with experience in the entertainment, medical and services industries with a track record of strategic development and implementation to drive revenues, decrease costs and improve profitability. An action-oriented leader who possesses excellent organizational and project management skills. A skilled communicator with various levels of management who is creative, resourceful and demonstrates the ability to communicate the vision of the organization to internal and external stakeholders.

EMPLOYMENT HISTORY

360 Business Management

1/15-present

Acworth, GA

Business Manager/CFO-CPA

•Serve as the Business Manager/ CFO/CPA for various size clients handling accounting, tax, insurance, contracts, marketing, branding, social media, human capital, operations, budgeting, forecasting, and strategic planning.

oWork with clients on developing long range goals, objectives and business structure – five- year strategic business planning

oDevelop, manage and direct the operations to implement the policies of the organization efficiently and cost effectively.

oHuman Capital Management and Risk Management review, implementation, training and compliance – SWOT analysis

oWork with clients in their cross functional staff meetings to deal with work strategies, personnel issues, safety issues and dealing with vendors and contractors.

oServe as a strategic alliance partner in business development opportunities

o Develop strategic pricing and cost analysis for products and services sold.

oServe as the liaison with all levels of stakeholders locally and nationally keeping management informed of the ongoing changes implemented.

oPerform special assignments on an ongoing basis – operational reviews, forensic accounting, efficiency audits, review of human resource compliance and risk management

oPerform cost analysis and key performance indicators for various business units and operating departments to determine if certain goals and objectives are attained and at what cost. Work to quantify results in dollars saved.

TMS Consulting

1/15-present

Business Manager/CFO/CPA

Dallas, TX

•Serve as the Business Manager/ CFO/CPA for various size clients handling accounting, tax, insurance strategy and planning, contract negotiation, human capital, operations, budgeting, forecasting, and strategic planning

•Industries served include professional services (legal, medical, engineering, architectural public relations and marketing), non -profit entities, other service businesses

MVS Concert Merchandise

5/15-present

Operations Business Manager

Ocean Springs, MS

Serve as the Operations Business Manager for a Concert Merchandise vending company handling multiple locations in 2 states.

oWork with artist merchandise managers/vendors to advance each show timely and accurately

oManage and direct event sales staffing requirements

oManage, direct and perform event set-up, vending, inventory control and reconciliation of merchandise, cash and credit cards

oManage and perform event settlement with artist merchandise managers/ vendors, venue staff and related taxing authorities

FM squared, A Facilities Management and Marketing Company

12/16 - present

Stafford, TX

Business Consultant

Serve as the business consultant and financial advisor on the following:

O Talent buying opportunities for family shows and concerts – research and analysis

oStrategic pricing analysis – food and beverage, rental rates, facility fees, parking, merchandise rates and credit card fees

oRisk management and human capital management implementation, training and compliance – SWOT analysis

oCustomer service implementation and training to develop a standard of excellence and sensitivity training for all staff – front and back of house

oImplementation and development of a five-year strategic business plan and capital improvement analysis and funding

Mississippi Coast Coliseum and Convention Center

1/17- present

Biloxi, MS

Business Consultant

•Serve as the business consultant and financial advisor on the following:

oTalent buying opportunities for festivals, fairs, comedy, family shows and concerts - research and analysis

oCustomer service review, implementation and sensitivity training for all staff – front and back of house

oStrategic pricing analysis – food and beverage, rental rates, VIP services, sponsorship opportunities, facility fees, parking, ticketing, credit card fees and merchandise rates

oBusiness opportunity expansion and venue use analysis -revenue/cost analysis and return on investment opportunities

oImplementation and development of a five-year strategic business plan, capital improvements and funding sources

oRisk management and human capital management review, implementation, training and compliance – SWOT analysis

CTK Management

8/16-3/17

Nashville, TN

Business Consultant

•Directed and implemented the update and upgrade to the internal general ledger system to make it effective and efficient in accounting for all company and touring expenses for all artists and operations of a multifaceted management company with multiple business units

oReviewed and reconciled all asset and liability accounts for timely and accurate reporting of all business units

oReviewed and reconciled all cash accounts and development of internal controls for all business units

oDeveloped forecasts and budgets for business units and artists

oReviewed, reconciled and performed variance analysis of all revenue and expense accounts to accurately report all income and expenses for management usage in touring and overhead analysis

oImplemented various procedures of internal control to accurately monitor and account for cash, credit card spending and purchasing by various business units and the timely reporting of the same.

oDeveloped detailed tour information reporting by artist, by city, by venue for development of a data base of revenue streams, ticket sales, VIP sales, platinum sales, merchandise revenues and touring expenses for future planning needs

oBusiness opportunity expansion and development of a strategic business plan –

1, 3 and 5-year planning opportunities

oPerformed various special business projects – business insurance, health insurance, property leasing of facilities and other strategic interests.

Dolly Parton Touring

5/16-12/16

United States and Canada

Tour Accountant

oWorked with agents, management and promoters on contractual, rider requirements and show matters related to the individual shows of the 2016

Pure and Simple Tour

oPerformed show settlement and preparation of daily show journal entry for the business manager to account for all daily show revenues and expenses.

oPerformed cash management, cash payment and control of all tour expenses and reconciliation with business manager.

oDirected and performed travel management to insure the best rates at all hotels and reconciliation of all hotel and other travel related expenses and reconciliation with business manager.

oPerformed daily reconciliation of tour merchandise and VIP ticketing with business manager and merchandise vendor

oSaved tour over $200,000 related to reduction of venue and tour expenses Increased merchandise revenues by improving rates 5-10% per night ($300,000 per tour)

Waboba Inc.

2/16-6/16

Norcross, GA

Business Consultant

•Worked with management and external accountants to perform forensic accounting procedures and update and upgrade the internal general ledger system to make the system reporting friendly and efficient in accounting for all company business unit activities (2 foreign and 1 domestic business unit)

O Reconciled and analyzed all asset and liability accounts for 2 years (2014-2016) and implemented procedures for the timely reporting of management information

oDeveloped forecasts and budgets to accurately track and control cash flow requirements for 3 business units

oReviewed and reconciled all cash accounts for 2 years (2014-2016) and implemented internal control processes and procedures to safeguard those assets.

oReviewed, reconciled and performed variance analysis of all revenue and expense accounts to accurately report all income and expenses for 2 years (2014-2016) for management and external users. Uncovered errors that added over $100,000 to the profits of the company.

oImplemented various procedures of internal control to accurately monitor and account for cash, credit card spending and purchasing procedures by various employees to insure proper documentation and compliance

oImplemented procedures to account for itemization of expenses per business units and developed cash collection procedures to speed up cash flow.

oPerformed detailed inventory and cost of goods analysis to reconcile for the past 2 years (2014-2016) and developed reporting procedures to track accurately. Uncovered errors in reporting that yielded additional of $98,000 in revenues.

oReviewed and developed business expansion opportunities and implemented and developed a five-year strategic business plan, capital improvements and funding sources

oDeveloped and implemented strategic pricing and cost analysis to determine ROI on all products sold.

Beaver Productions, Inc.

10/91-1/15

New Orleans, LA

CFO/COO

•Managed and directed the daily business and financial operations of a $50 million nationwide concert promoter. Artists include: Bryan Adams, Michael Bublé, Katy Perry, Eric Clapton, James Taylor, Paul McCartney, Bette Midler and others.

•While on tour with the artist, responsibilities included:

oImplemented Asset Protection/ Risk Management compliance strategies and follow up.

oManaged, Directed and Performed Tour/Finance Operations

oPerformed Show Management/Revenue Accounting/Show settlements (100 -150 shows per year)

•While not on tour, responsibilities included management of the following functional areas:

oImplementation and development of five-year strategic business plan with owner

oManaged and performed the contract negotiations, administration and compliance

oManaged and performed the tax compliance and reporting strategies

(federal, state and local)

oManaged and performed the financial performance: including budgeting, forecasting and monthly, quarterly and annual financial reporting

oManaged and directed the Human Capital Management function - management and compliance policies and strategies, risk management .and building a collaborative workplace.

EDUCATION AND PROFESSIONAL ASSOCIATIONS

University of New Orleans: Bachelor of Science: Accounting

American Institute of Certified Public Accountants - CGMA license #110027539

State Board of Louisiana Certified Public Accountants - CPA license #17105 Georgia State Board of Accountancy CPA license - CPA035404

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