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CFO, Controller

Location:
Atlanta, Georgia, United States
Posted:
December 08, 2018

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Resume:

ADAM

HOLZHAUER

*** **** ****** ** #***

Atlanta, GA 30309

ac7wp5@r.postjobfree.com

404-***-****

Effective and successful Executive who works with all disciplines within the organization to achieve excellence in performance. Strong record of process improvement, team building, and supervision of Executive, Finance, Operations and Marketing Teams to achieve corporate connected KPIs.

Operations Management

Mergers, Acquisitions & Corporate Structure

Tax Planning

Risk Management & Insurance

MS Terminal Services

HR Management & Benefits

Internal Auditing & Reconciliations

Creative Financing

EDI Implementation

MS Dynamics GP 2010-2015/Great Plains versions 6-9

CPA Audit Management

IT Management

Lease Evaluation & Fin 45 Testing

Treasury & Cash Flow Management

MS Office Suite

EXPERIENCE

D4C Dental Brands Inc 2017-Present

DIRECTOR OF FP&A/OPERATIONS FINANCE

Oversee the budget and financial M&A process for a multi office DSO including Pediatric, Orthodontic and Oral Surgery Centers in multiple states. Work with accounting to streamline processes and improve functionality. Provide support and assistance with the Month End Close process. Maintain compliance with Business/Occupancy Licenses and Personal Property Tax filings. Assist the CFO and COO with Ad Hoc duties as assigned. Work with RDOs to improve understanding and performance through financial reviews and KPIs.

Implementation of document imaging and AP workflow solution.

Cleaned up and improved Dr. Compensation process to ensure timely and accurate reporting for payroll.

Moved Bad debt analysis for Orthodontics in house from 3rd party consultant.

Coordinated and performed due diligence for 12 practice affiliations/acquisitions in 2017.

Created Practice level to consolidated budget for 2018 for approval by BOD.

ARH BUSINESS CONSULTING 2015 - Present

OWNER

Providing Accounting, Finance and General Business consulting to clients to improve operations and efficiency. Focusing on leveraging technology to automate systems, and improve processes in accounting and finance. Projects include Document Imaging, AP process automation, Dynamics GP functional review and process improvement and project management. Clients include D4C Dental Brands, Atlanta Bread Company and Veterans of Technology.

LIBERTY HOUSE RESTAURANT CORPORATION 2016

CONTROLLER (CFO)

Manage the Accounting, HR, IT and legal functions, and monitor operations for 3 iconic Atlanta restaurant brands (Bones, Blue Ridge Grill and OK Café), the Management Company and real estate holdings. Ensure proper accounting and budgeting, identify areas for automation and integration of systems and direct operations to improve profitability. Supervise AP Administrator and Staff Accountant to produce weekly P&L’s in order to react quickly to changing costs in operations.

Upgrade HR and payroll platforms to support the organization. Work with POS and payroll vendors to integrate T&A systems and payroll processing.

Transitioning 401K providers to capture $40K of fee savings for the participants, audit and correct filing issues from 2015.

Review and make appropriate adjustments to 2015 financials to submit to Audit firm for review, and tax return preparation.

QUATRRO FPO, LLC 2015 - 2016

VICE PRESIDENT CLIENT ACCOUNTING

Manage 30+ CAM/CRM’s to deliver excellence in client accounting management. Work with the Operations team to improve processing and delivery of services. Develop and utilize KPI’s and dashboards to improve and monitor performance for relationship management and operations. Meet and interact with client’s senior management to ensure client satisfaction, determine expectations and set SLA’s for delivery. Act upon client escalations to ensure client satisfaction. Develop programs to increase same account revenue growth. Oversee operations of Corporate Headquarters.

Managed the consolidation and transition of 4 offices into the new corporate headquarters in Atlanta.

Developed training program for new CRM’s.

Worked closely with IT and executive team to improve and develop tools for managing client documentation and associate productivity.

ATLANTA BREAD COMPANY INTERNATIONAL, INC. & BAKE ONE, INC.

2007–2015

CAO/CFO

2013–2015

Supervise Accounting, Finance, HR, and IT for all lines of business. Responsible for financial management, planning and oversight of accounting team. Implement tax strategies with CPA tax firm, insurance and risk management, and capital financing groups. Reconcile and disseminate monthly, quarterly, and annual financial statements. Prepare annual financial budgets for all departments.

Corporate Officer and member of the Executive Team responsible for: finance, accounting, and corporate operations

Oversight of legal matters: litigation, contract review, franchise document administration, real estate and lease review, and outside legal counsel

Direct and manage IT, procurement, HR and benefits compliance, regulatory compliance and insurance, and risk management

VICE PRESIDENT FINANCE

2010–2013

Closed financing on $2.9MM asset refinance, two IDB’s totaling $8MM, negotiated $1MM increase on LOC renewal, and refinancing $2.8MM real estate loan

Evaluated corporate structure, designed and implemented restructure plan to improve efficiencies, reporting, and tax savings.

Directed merger of subsidiary into parent, dissolution of inactive entities, and a change in structure to facilitate new acquisitions

Implemented technology upgrades to improve efficiencies, data storage, disaster recovery, and system security

Developed acquisition plan for underperforming units in default of franchise agreements

Coordinated acquisition of eight units in 2011 and two units in 2012

Redesigned cash management and tracking reporting for improved real time analysis

Implemented forecasting program for streamlined cash flow and vendor payments

GROUP CONTROLLER

2007–2010

Managed day-to-day operations of corporate accounting for subsidiary and affiliated entities

Performed accounting duties for franchise, manufacturing, and real estate units

Supervised accounting team including A/R, A/P, FA, and corporate store accounting

Reconciled treasury activities, monthly materials inventory, and corporate accounting records

Complied, reviewed, and submitted monthly financial statements to CFO

Assisted CFO with ad hoc reports and finance projects

Point of contact for contact for CPA audits and tax return preparation

Performed due diligence, supervised administrative and financial transition, and facilitated sale of food and restaurant supplies distribution entity

Reviewed, redesigned, and reallocated accounting duties within department to streamline process and improve efficiencies

Implemented “paperless” audit process, mandating that all audit paperwork and schedules and documents be transmitted and stored electronically

PARADIES SHOPS, INC

2000–2007

ASSISTANT CONTROLLER

2003–2007

Managed 23 associates in A/P and Inventory Control departments for $400MM premier airport and destination venue retailer. Set policy and conducted internal audits. Directed CPA audit teams. Worked with operations and loss prevention to develop merchandise receiving policies and procedures. Enacted vendor payment policies and terms. Coordinated annual inventories at over 75 locations in the U.S. and Canada.

Co-Lead of ERP transition team, migrated from manual record keeping to GP/GERS

Developed scanning inventory system to replace outsourced inventory service

Transitioned A/P to “paperless” receiving and invoice processing, improved efficiency and record retention

Negotiated payment terms with over 40% of merchandise vendors

Reduced A/P associate turnover from over 300% to 5% in one year

Developed in conjunction with IT an EDI receiving and invoicing system for Publications Vendors

Prior positions at Paradies Shops, Inc. – Accounting Manager 2002-2003, Senior Staff Accountant 2001-2002, Staff Accountant 2000-2001

THE KROGER COMPANY 1985-2000

ADVANCED MANAGER 1994-2000

Prior positions at The Kroger Company. – Co Manager 1990-1994, Asst Front End Manager 1988-1990, Customer Service Supervisor 1986-1988, Produce Clerk 1985-1986, Courtesy Clerk 1985

EDUCATION

Bachelors of Business Administration – Accounting, Georgia State University

Eagle Scout Award–Order of the Arrow–GA FBLA First Place Accounting II-Tau Kappa Epsilon Fraternity

PROFESSIONAL ASSOCIATIONS

Vistage International Member – 2012 to 2014

IMA member – 2017 to Present

BENG Member – 2017 to Present

FENG Member – 2013 to Present

Treasurer - Lutheran Church of the Good Shepherd – 2008 to present, Church Council Member – 2004 to 2008 & 2011 to Present, Education Chairman – 2002 to 2006, Vacation Bible School Director – 2003 to 2008

Treasurer – Spirit of South Paulding Booster Club – 2009/2010

Board Member/Treasurer – Creekside Home Owners Association – 2004 to 2008



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