CFO, Controller

Allen Yessman, MAcc, CMA, CPA

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

**** ******** ****** ********* ***** Home: 561-***-****

Delray Beach, FL 33446-3621 Cell: 954-***-****

SENIOR FINANCIAL EXECUTIVE

Entrepreneurial senior level executive with over 30 years extensive hands-on experience in management, business leadership and working with Company Management, Banks, External CPAs and Attorneys. Proven finance and operations leader with demonstrated success creating and implementing business strategies that obtain outstanding market growth, profitability and shareholder value in a diverse range of companies. Employ an energized, “can-do” management style utilizing financial analysis skills, organizational abilities, vision and tenacity. Blend motivation, leadership, team and consensus building, creative and analytical abilities to develop and implement innovative ideas that produce bottom line results.

Financial Reporting

Margin Improvement

Legal Contact

Strategic Planning

Credit Management

GAAP & Taxes

Debt Financing

Enterprise Resource Plan

Information Technology

Cash & Debt Management

Internal Audits

Presentations

Process Improvement

Wrote Customer Contracts

Human Resources

Budgeting & Forecasting

Contract Review

Team Building

Operations Analysis

Contract Negotiations

Training & Mentoring

Microsoft Excel

Microsoft Word

Team Player

EXPERIENCE

Allen Yessman, MAcc, CMA, CPA, Delray Beach, Florida 2012 – Present

President

Business Consultant and Accountant

Worked with corporations (both public and non-public entities) in matters of Accounting and Business Issues, Strategic Business Planning, Budgeting, Process Improvements, Financing, Internal Control, Tax Compliance and Preparation, Team Building and Mentoring of the entire corporate staff, Implementation of ABC Cost Systems (in manufacturing and service industries), as well as being a Noted Presenter (nationally and locally) of Ethical Issues and Compliance. Most Recent Presentations "The Psychology of a Fraudster", "What Story Would You Like to Tell?" and most recently, “The Financial Crisis of 2008 Revisited”

ICON Inc., Boca Raton, Florida 1998 – 2012

Distributor and manufacturer of interior and building products and interior decorator of very high end homes and commercial properties in the local market, nationally and internationally.

Chief Financial Officer

Directed financial systems, reporting, planning, financial controls, contract negotiations, facilities, and strategic planning and was the strategic financial partner for the overall logistics of the company. Managed all aspects of financial management, budgeting, cash flow, forecasting, and financial modeling. Oversaw the accounting, IT, and HR departments, treasury, and financial reporting activities. Reported to the CEO.

A strategic partner in providing financial information for the logistics of the company.

Developed and authored Business & Financial plans.

Instrumental in raising gross profit from low 20% to high 40% level during the term of employment

Developed human resource program including compensation & benefits package to attract the best talent. Wrote employee manual to describe company human resource policies, procedures and benefits.

Advised CEO on all contracts with third parties and authored contracts with all customers.

Experienced in oversight and investigations in the areas of effectiveness and efficiency of operations, reliability of financial statements, and compliance with applicable laws and regulations.

Completed a corporate sales tax audit where company paid no additional sales tax to the state.

Work closely with legal counsel and outside accounting firm.

2 Divisions – The Design and Interior and Building Products Manufacturing/Wholesale Operation

Occasionally worked with importing and exporting of product, but most transactions were US based

Used Microsoft Navision for its ERP system, along with Microsoft Excel and Microsoft Word

THERMAL CONCEPTS, INC. Davie, Florida 1997 – 1998

Construction and manufacturing of air conditioning systems and service

Assistant Controller

Responsible for financial planning and analysis, accounting, tax, treasury, budgeting, and administrative functions. Reported to CFO and Vice President of Operations.

Instituted a new proprietary computer program for air conditioning service and construction companies.

NORTH BROWARD HOSPITAL DISTRICT, INC. Fort Lauderdale, Florida 1993-1997

4th Largest Non Profit Hospital District in United States

Senior Accountant

Main Responsibility was for fixed assets and their controls for the entire district.

Was on equal footing with the Finance Director of the largest of the district’s hospitals, Broward General, to co-ordinate their financial reporting with that of the district who sought my help regularly.

Worked with district finance department to coordinate financial reporting in conjunction with finance department budgeting to discover variances and their causes and aided them in the budgeting process for the hospital.

Built leadership skills and competency for my own accounting staff members and others in the department

Trained other members of the accounting staff to perform their jobs more effectively and efficiently.

NATIONAL SUPPORT SYSTEMS INSURANCE, INC. Deerfield Beach, Florida 1990 – 1993

Large National Provider of Traditional and Specialty Insurance Products

Controller

Responsible for financial planning and analysis, accounting, tax, treasury, budgeting, and human resources. Reported to President-CEO.

Instituted a new “canned” computer program designed for the insurance industry

Responsible for statutory accounting and taxes thereon

Training and mentoring of accounting staff

Financial member for strategic planning requiring understanding of the company’s value chain and exploitation of company strengths

STERLINGS’ MENS’ AND BOYS’, INC. Fort Lauderdale, Florida 1983-1990

Clothing department stores of men’s, boys’ and ladies apparel in Fort Lauderdale and Boca Raton

Controller

Accountable for financial planning and analysis, accounting, tax, treasury, budgeting, and human resources. Reported to President-CEO.

Instituted a new “canned” computer program designed for the retail industry

Slashed annual cash requirements $.5M; increased inventory turns from 1.5x to 2x by developing and implementing systems and controls based on projected requirements. Used just-in-time deliveries

Provided company with additional liquidity to run business by enabling access to additional capital at low interest rates and favorable terms

Developed comprehensive strategic planning process for business providing greater definition of targeted customers and improved alignment of merchandise with defined markets

Introduced continuous improvement and quality management programs throughout the organization Results included a 10% increase in daily productivity and 24% increase in customer satisfaction

Spearheaded cost-reduction initiatives that reduced labor costs by 8% in the tailor shops

PENINSULAR ELECTRIC DISTRIBUTORS, INC. West Palm Beach, Florida 1980 – 1983

Electrical supply wholesaler-17,000 line items

Comptroller

Directed financial planning and analysis, accounting, tax, treasury, budgeting, and administrative functions. Reported to President-CEO.

Worked with in-house computer programmer to design and install a new computer program tailored to the electrical wholesale business. They currently still use this system.

Instituted internal controls for the entire business that effectively increased profits more than 100% over my tenure.

Slashed annual cash requirements $2.5M by increasing inventory turns by developing and implementing systems and controls based on projected requirements.

Developed comprehensive strategic planning process for business providing greater definition of targeted customers and improved alignment of merchandise with defined markets.

Spearheaded cost-reduction initiatives that reduced operating expenses more than 5%.

Nova Southeastern University, Fort Lauderdale, Florida 2006 – Present

Adjunct Professor of Accounting

Currently teaching financial, managerial and strategic cost management classes at the graduate and undergraduate levels on a part time basis.

EDUCATION

Master of Accounting – Nova Southeastern University, Fort Lauderdale, Florida

Bachelor of Business Administration, Accounting – University of Miami

CERTIFICATIONS

Certified Public Accountant

Certified Managerial Accountant

Earned Certified in Business Management (no longer a member)

ADDITIONAL VITAE

Past President Florida Council of the Institute of Management Accountants

Past Member of the Florida Institute of Certified Public Accountants and its statewide committee - Relations with Accounting Educators

Member of the West Virginia Society of Certified Public Accountants

Member of National Association of Tax Professionals

Past Member (2004-2009) of the Global ICMA Board of Regents – Institute of Management Accountants Board is responsible for the certification policies and procedures for the Certified Management Accounting Exam taken in the United States and in 100+ other countries around the world

Past Regional Professor in Residence for the Institute of Management Accountants

Current Adjunct Professor of Accounting – Nova Southeastern University Huizenga School of Business

Taught Accounting Subjects for the past 16 years at:

Nova Southeastern University

Florida Atlantic University

Northwood University

University of Phoenix

Taught the CMA (Certified Management Accounting) program for the Becker Review, the premier course for passing the CPA and CMA exams

Past National Director for the Institute of Management Accountants

Past Florida Council President and Officer for the Institute of Management Accountants

Presentations Given to the following groups (partial listing):

Global Annual Conference for the Institute of Management Accountants – New Orleans LA June 2013- “The Psychology of a Fraudster”

National Board of Directors Institute of Management Accountants – Breakers Hotel Palm Beach “Advances in Activity Based Costing”

Annual Conference Institute of Management Accountants – Mandalay Bay Hotel – Las Vegas

“How to Set up an IMA Student Chapter at Your University”

National Retail Merchants Association – New York City “How to Find the Right Computer System for Your Company”

Florida Council-Institute of Management Accountants – Tampa, West Palm Beach, Kissimmee – Various Accounting Presentations

South Florida Chapter – Institute of Management Accountants – Fort Lauderdale, Miami, Boca Raton, Palm Beach, and Southwest Florida including Fort Meyers and Naples-Various Accounting Presentations

March 2014 Palm Beach Chapter Institute of Management Accountants, Florida Atlantic University, Nova Southeastern University, Northwood University “What Story Would You Like to Tell?”

September 2015 Florida Council-Institute of Management Accountants - Florida Council – Jacksonville FL “The Financial Crisis of 2008 Revisited”

March 2015 Palm Beach Chapter of the Institute of Management Accountants, Florida Atlantic University, Northwood University, “The Financial Crisis of 2008 Revisited”

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