CFO, fiancial postions, Tax specialist, Etc
Resume:
Thomas E McKeon, BS, MBA, EA, CPA ***@*******.***
Chief Financial Officer / COO / VP Finance
Financial Analysis / Accounting & Financial operations / Business Startups & Expansion
An exceptional financial performer with an impressive track record of building from the ground up financial
and management operations and controls while focusing on bottom line control and analysis. A career history
that exceed corporate goals, and setting new ones by uncovering opportunities that drove aggressive growth
and financial objectives. Lead roles in implementing and automating systems that significantly improved
accounting, budgeting and management functions. Valued for demonstrating good judgment and integrity
while influencing executive teams, board members and stakeholders; known for communicating financial
imperatives at all levels of the operation. Core competencies include:
Financial Planning & Analysis (FP&A) Risk Mitigation MIS Implementation
Board & Stakeholder Communications SOX & Regulatory Compliance Banking, Tax & Treasury Management
Distribution Control and Management Acquisition Due Diligence HQ Management Reports
Corporate Financing & Governance Budget and Capital Management Strategic Planning
SEC Reporting Requirements International Compliance Staffing and HR management
Accounting and Auditing International Regulation Reporting Entrepreneurial spirit
IT Initiatives Cash Flow, Budget & Forecasting Business Start ups and Expansion
Analysis
Process analysis Liquidations
JAMES WILLIAM TURTLE & CO CPAs Multi State 2013 Current
Public Accounting Group Earned required state hours for CPA Certification
Business and Personal Tax Returns Trust and Estate Taxation
Business Consulting, Advisory and Planning Partnership Agreements and Planning
Business Start up Planning and Forecasting Monthly, Quarterly & Year End Financials
Audits and Financial Compilations Regulatory Compliance Federal State Local
Tax Research for C, S Corp, 1065s, 5500s, K1s & Trusts SOX Advisory per Banking Agreements
Medical, Real Estate, Manufacturing, Sales, Schools
MCKEON PARTNERS, LLP Multi State 2009 Current
Business Consulting for Small and growing companies
Business Consulting, Advisory and Planning Partnership Agreements and Planning
Business Start Up Planning and Forecasting Regulatory Compliance Federal State Local
Debt Financing and Business Plans Business and Personal Tax Returns
MAJ SECURITIES PA 2009 2011
Transition Company – Owner
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Thomas E McKeon Page 2
UNITED PAPER RESOURCES, LLC Conshohocken, PA 2000 2010
United Paper is a wholesale paper distributer for the printing and publication industry which maintains inventory locations
around the country with international presence. Since the startup in 2000, I addressed all aspects of the initial
implementation of hiring, accounting systems, banking, strategic planning; driving the organization to 10 million in annual
sales in 4 years; building and improving on my prior work experience. This industry in a highly competitive and a small
profit margin sector.
Managing Partner Chief Financial Officer
Established and implemented a business plan. Setup complete paperless office
Setup and formed the LLC Corporation including filings and Negotiated contracts, settlements, and agreements with
documents. customers, vendors, and lenders.
Maintained all outside legal, accounting and banking Developed and implemented strategies for short term and
relationships. long term cash infusion.
Incorporated sourcing strategies for new customers. Developed and implemented collection strategies to improve
Incorporated sourcing strategies for supply. cash flow.
Handled all bank sourcing and relationships.
Developed vertical and horizontal growth strategies.
Maintained multi state regulatory compliances.
Hired and managed sales force.
Developed complex inventorying models to improve cash
Optimized asset based lending agreements.
flow and pricing.
Initiated vertical growth strategies for startups related to current operations with initial profit projections of $400,000.
o Due diligence on freight brokerage start up.
o Due diligence on converting operations; start up, purchase or partnership.
ROL PAPER, INC. King of Prussia, PA 1989 2000
ROL Paper is a wholesale paper distributer for the printing and publication industry which maintains inventory locations
around the country with international presence. Sales growth from $5 million in 1990 to $45 Million in 1997.
Chief Financial Officer Chief Operation Officer Secretary/Treasurer
Responsible for all non sales activity; consisting of accounting, financial, MIS, marketing, strategic planning, customer
service, and legal issues. From 1989 to 1997, the company had revenue growth of $40 million from $5 million. During my
tenure, I established customer credit controls, computerization & software systems, customer service department, and
automated the accounting and reporting systems.
Developed a real time reporting system for management, sales personnel, and customer service.
Implemented first budgeting and cost analysis system.
Established and maintained 401K plan and compliance.
Implemented first computer LAN saving on personnel costs.
Developed marketing strategy driving growth and customer mix.
Implemented credit and collections policies.
Setup and maintained P&L statements, board reporting, forecasts, cash flows, and balance sheets.
Maintained banking, legal, and insurance relationships.
Setup and maintained a sister company for segmental approach to niche market (branding).
Developed and maintained customer risk management and controls.
Due diligence on business acquisitions.
Monitored ROI on all product lines.
Created Sales incentive programs.
Lead strategic growth plan for existing business. Sales growth from 5 million to 40 million in revenue in a 7 year period.
Targeted sales growth; focused financing, product procurement, customer service improvements and internal controls.
Handled international purchases from South America and Europe plus regulatory issues.
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Thomas E McKeon Page 3
CITICORP SCRIMGEOUR VICKERS INTERNATIONAL London, NY, LA 1984 1989
London based international brokerage firm specializing in market research and security transactions in the global market
with emphasis in Asian Pacific Rim, for American institutions and high net worth individuals; annual revenue exceeding
$120 million. NY and LA office expanded from 15 people in 1984 to over 120+ people in 1988.
VP of Finance Controller International Settlements Manager
Hired and managed the settlement and accounting group, during this fast growth period, from 5 to 40 employees while
maintaining motivation, control, integration and adherence to regulations.
Managed the settlement process of all currency and equity trades world wide; in addition to the VP Finance position.
Supervised global operations, financial management and controllership for NY based subsidiary.
Prepared monthly financials (GAAP and IFRS) for the NY board and London home office, maintained the general ledger, account
payables & receivables.
Maintained agent bank reconciliations, prepared all SEC reports, including the Focus reports, the Schedule A, Part II reports and
monitored daily U.S. and foreign cash flows.
Reviewed and implemented tighter financial and compliance controls for the settlement cycle and business compliance.
Analyzed and implemented tighter financial controls and efficient settlement procedures after the 1987 market correction and
finalization of the Citicorp’s purchase of Scrimgeour Vickers PLC.
Implemented and designed through a team effort, accounting, back office, and trading systems through proprietary
software systems, which the home office adopted.
Maintained 401K plan and compliance. Increased enrollments through education and presentations to the bottom 2/3rds.
Trained London personnel on our proprietary settlement and trading software we had developed.
Organized and led a nine month effort with financial and settlement team to unwind, worldwide, all outstanding securities and
currency trades with all agent banks, after Citibank dismantled its entire Asian Pacific division.
Managed 6 accounting and finance, 23 settlement, 3 IT and 6 support staff; with 6 direct reports.
Credentials
Certified Public Accounting (CPA) Currently sitting for
Certified Enrolled Agent IRS Technical expertise in Taxation
Masters of Business Administration (MBA) Finance Saint Joseph’s University Current
Masters of Business Administration (MBA) Business Saint Joseph’s University (GPA 3.8)
Bachelor of Science in Accounting Seton Hall University
Continuing Education (CPE) Affiliations
30 Hours of Taxation per year National Association of Enrolled Agents (NAEA)
MBA Program Finance American Institute of CPAs (AICPA)
Applications & Skills
Superior software knowledge and learnability Microsoft Office Superior Excel Analysis Microsoft Products
Platinum Accounting QuickBooks Programing Peachtree SAP MAS Access Great Plains Dbase Solomon
Many others
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