THOMAS M. ZOELLER, CPA
**** * ******* ****** • Milwaukee, Wisconsin 53202
firstname.lastname@example.org • 414-***-****
FINANCIAL MANAGEMENT • STRATEGIC PLANNING
Experienced financial executive with demonstrated success in designing and implementing financial systems and controls in high-growth environments. Significant
experience developing and implementing financial plans, budgets and management reporting systems that create transparency and drive results. Proven leadership, team- building and analytical skills.
• Executive Leadership • Strategic Business Planning
• Financial Management and Analysis • Audit and Internal Controls
• Forecasting and Budgeting • Treasury Management
SELF EMPLOYED - Milwaukee, WI 2015-present
Investor in startup and early stage companies.
CARDIAC ADVANCEMENTS, LLC - Milwaukee, WI 2012 - 2014
Chief Financial Officer
Served as Chief Financial Officer of, and investor in, Company engaged in remote cardiac monitoring (Cardiostaff) and developer and distributor of the Afibalert (LohmanTechnologies).
THOMAS M. ZOELLER • Page 2
Performed basic accounting duties and developed metrics to create greater
transparency into performance in sales productivity, operational efficiency, financial
performance and customer satisfaction.
INSIGHT DEVELOPMENT, LLC – Milwaukee, WI 2006 - 2011
Served as Senior Associate in Company engaged in real estate development and angel investing.
Participated and invested in the acquisition of Bill Boettcher Motors by James Olson Automotive Group, dealer of GM, Dodge/Chrysler/Jeep and Ford brands in Sturgeon Bay, WI. Originated and performed the initial accounting and treasury activities for the holding company.
Invested in, and consulted for Brevient Technologies, a start-up company involved in developing new technologies in audio, video and web-based business conferencing.
Invested in, and developed financial models for, various land development and commercial rental projects.
CAPITAL PROCESSING INTERNATIONAL – Milwaukee, WI 2005 - 2006
Chief Financial Officer
Served as Chief Financial Officer for start-up company employing plasma technology to extract precious metals from common mining ore tailings.
Participated in the raising of $2.5 million in common equity to test and operationalize plasma technology. Designed and implemented the initial corporate accounting and finance function for the Company including all financial reporting and treasury management. Identified and installed the initial accounting system.
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STRONG FINANCIAL CORPORATION – Menomonee Falls, WI 1989 - 2004
Executive Vice President and Chief Financial Officer 1998 – 2004
Member of Office of the Chief Executive
Served as Executive Vice President and Chief Financial Officer of $47 billion investment firm and mutual fund company with over $300 million in annual revenue.
Full responsibility for all financial management and treasury functions for Strong Financial Corporation including Strong Capital Management, Inc. (a registered investment advisor) and Strong Investments, Inc. (a registered broker/dealer).
Part of 4-member executive management team that increased annual revenue 89%
before acquisitions from 1997 through 2003.
Implemented rigorous process for evaluating new business initiatives in a
traditionally entrepreneurial environment. Criteria for investment considered
financial returns, business risks, market opportunity, core competencies and
Negotiated and closed numerous credit facilities for both the investment advisor and the mutual funds, at times under distressed circumstances.
Key member of team that managed the sale of the Company under difficult legal and public relations circumstances.
Controller and Treasurer 1991 – 1998
Assistant Controller 1989 – 1991
Served as Assistant Controller, then Controller and Treasurer of rapidly growing investment advisor and mutual fund company with over $185 million in annual revenue.
Full responsibility for financial management and treasury functions for Strong Capital Management, Inc. (a registered investment advisor and broker/dealer).
Designed and implemented the initial corporate accounting and finance function for
the Company, including all financial reporting, budgeting, financial planning and
treasury management. Identified and installed the initial accounting system.
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ARTHUR ANDERSEN & COMPANY – Milwaukee, WI 1986 - 1989
Senior Auditor 1988 - 1989
Staff Auditor 1986 - 1988
Served as audit professional for Milwaukee’s largest accounting firm with clients in the printing, trucking, manufacturing and meatpacking industries, as well as the government sector.
Participated in the design and execution of financial statement audits for a variety of medium to large-sized clients.
Earned supervisory responsibilities in the third year where overall performance was rated outstanding.
EDUCATION AND ACHIEVEMENTS
Bachelor of Science in Accounting, Magna Cum Laude, 1986 • Florida State University – Tallahassee, Florida
Elijah Watts Sells Award, 1988 • Uniform Certified Public Accountant Examination
Academic All-American, Baseball, 1985 • Florida State University – Tallahassee, Florida