Project Management

GENE TURLEY CPA MBA PMP

*** ******* **. ( Manchester, CT 06042 860-***-**** (

**********@*****.***

CONTROLLER / CHIEF FINANCIAL OFFICER / CHIEF INFORMATION OFFICER

Senior financial executive with proven track record of identifying,

analyzing and delivery of results to complex business problems with

solutions that meet customer specifications and propelling businesses to

new levels of revenue, services and compliance. Areas of expertise in:

Strategic Leadership Project and Risk Management

"Hands-On" Financial Expertise Performance Reporting & Forecasting

Driving Revenue Growth Driving Technology Across the

Enterprise

CPA/MBA with extensive hands-on success in significantly growing value in

firms of all sizes. Expertise in problem solving, accounting systems,

financial reporting, and information technology (IT) to improve Profit &

Loss.

PROFESSIONAL EXPERIENCE

CPA CONSULTING SERVICES LLC

1994 - present

Director and Managing Consultant

As the a member of CPA Consulting Services I provide hands-on financial and

information technology management services to clients while fulfilling

responsibilities of Controller, Chief Financial Officer (CFO), and Chief

Information Officer (CIO).

( Strategic Leadership Contributions

. Sought after "Thought Leader" and adviser to CEO's, COO's and VP's

regarding their operational and financial capabilities leading to new

market opportunities leading to contracts with Fortune 500 accounts.

. Assisted the founders of startup companies, including developing

business model, managing investor, customer and supplier relations.

. Developed short-range and long-range goals, strategies, budgets,

policies, forecast and links to enhance business growth from revenues

of $20M to $75M.

( Financial and Operational Effectiveness

. Worked with and part of Senior Management teams to re-engineer

operating departments by developing procedures and internal controls,

adopting best practices, training and hiring staff.

. Designed and implemented accounting processing, budgeting,

forecasting, purchasing, banking & cash management, internal controls,

adopting best practices to meet business growth and GAAP.

. Assisted external and internal auditors, tax (IRS) auditors, and third

party due diligence audits.

( Driving Technology and Risk Mitigation

. Completed accounting, ERP, CRM implementations utilizing .Net, MS SQL,

Oracle, SAGE, Dynamics.

. Audited and evaluated risks in IT Security, SAS 70/SSAE 16, SOX and

Credit Card Compliance (PCI)

. Leveraged Cloud and Virtual based technologies to increase efficiency

across departments.

( Project Management Skills

. Skilled at working within multi-department project landscape and

prioritizing multiple project responsibilities.

. Experienced at project planning including developing and maintaining

project schedule and key milestones.

. Hands on project management of the transition of retail and wholesale

products to internet channel.

Major Engagements and Employment

A Plus Installations/Sustainable Energy Solutions, East Hartford, CT

2012 - Present

Part-Time CFO / Consultant

Contracted to manage financial aspects of growth and capital strategies,

aligning financial relationships with lenders, analyzing new market

alternatives and to formalize strategic direction alternatives and risks.

Travel Insured International Inc., East Hartford, CT 2002 -

Present

Chief Information & Technology Officer / Senior Consultant / Project

Manager

Was recruited by Founder & Chairman of the Board of this specialty insurer

to bring strategic direction to information technology, align technology

with growth strategy, increase operational efficiency and develop financial

reporting.

. Replaced several legacy software applications with a single custom

enterprise application (.Net/SQL) with improved functionality for E-

Commerce, web and in-house systems resulting in a 300% growth in

revenues.

. Lead cross functional teams netting improvements resulting in $1.2

million in annual savings.

. Developed automated close and reporting process reducing close time by

20 days.

. Developed new P&L KPI's, increased financial reporting and business

intelligence reliability.

. Was the key contact with merchant bank and gateway vendors for

initiating $70M in credit card processing.

. Performed analysis and preparation for audits, SSAE16 audits and PCI

compliance efforts.

. Managed department of 9 employees and contractors with an annual

technology budget of $3M.

. Reduced labor cost by 50% by negotiating vendor contracts and SLA's

for services requiring specialized skills.

Yale University, New Haven,

Senior Business and Technology Consultant

. Lead and created solution to automate IT equipment ordering for

students and departments.

. Lead several key Y2K application initiatives to successful

alternatives.

. Contributed to recruiting, hiring, and integrating new team to grow

department from 3 to 13 members.

Wells Fargo (Formerly Center Bank Financial), Waterbury, CT

Senior Consultant and Project Manager

. Architected and lead implementation of mortgage division's management

reporting system, reducing close from 1 month to 4 days.

. Represented mortgage division at corporate wide technology steering

committee during conversion.

Interim Management Advisors (IMA), Hartford, CT

Part Time Controller

Performed controller/CFO duties, financial tasks and reporting for two non-

profits.

Grant Thornton LLP (Formerly DiSanto Bertoline & Co. CPA), Glastonbury, CT

Manager Advisory and Consulting Services

Intel Corporation, Santa Clara, CA

Division Financial Analyst

EDUCATION, CERTIFICATIONS, & Technical Skills

MBA, Carnegie Mellon University, Tepper School of Business

BA, Business & Economics, Major/Minor Mathematics and Computer Science,

Bethany College

PMP, Project Management Professional, Project Management Institute

CPA, Certified Public Accountant, State of Connecticut Active License

Technical: Superior Accounting Systems-ERP-CRM Software and Microsoft

Office Suite

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