William Thomas Harmon, MBA/CPA (active FLA license)

813-***-**** ● actcde@r.postjobfree.com

Experienced Controller / CFO

Versatile, highly motivated strategic problem solver able to lead change through leveraging of existing attributes and those of others. Expert in analyzing existing operations and implementing effective systems, strategies and processes to improve organizational performance and profitability. Solid principle-centered, transformational leader and communicator.

KEY STRENGTHS

Solid extensive knowledge of all-around operational and segment reporting, dissemination and mapping. Able to draw from actual “hands on” experience of having optimally performed, managed and improved processes at each reporting level.

Analytic specialist with demonstrated great aptitude and vision. Skill sets acquired from having worked as the key analytic solutions provider for many companies and from having become a CPA along with the obtainment of MBA in Finance.

Proficient at financial statement reporting and presentation under US GAAP requirements to include supporting docs.

Expert facilitator of all payroll and benefits administration, procedures and policies.

Strong liaison and facilitator for internal and external stakeholders, accounting firm, vendors, governmental, and investors.

Computer program savvy: Lawson, People Soft, MAS 90/200, Great Plains, AS2000, Cognos, Hyperion, Frx, Quick Books – (Enterprise and Pro) MS Office version 10, Excel (advanced formulizations).

Excellent professional communication and interpersonal skill sets have hallmarked my abilities to provide key support for needed enhanced solutions whether for individual, team, department or companywide initiatives.

PROFESSIONAL EXPERIENCE

Chief Financial Officer, Orthopaedic Specialties of Tampa Bay, Clearwater, FL, Mar 2015- present. Oversee all financial reporting components for multi-companies. Initiated, designed and implemented complete accounting system conversions in order to bring in-house all financial reporting aspects resulting in significant cost reductions, enhanced reporting capacity, and budget development and implementation.

Treasury Analyst (interim), iQor, Saint Petersburg, FL, Jan. 2015 – Mar 2015.

Controller, Churchill Stateside Group, llc, Clearwater, FL, Mar. 2014 – Dec. 2014. Reported directly to CEO. Oversaw all accounting and reporting for six entities and various investment funds. Coordinated simultaneous external audits. Determined and facilitated appropriate internal controls. Overhauled operational budgets and financial reporting formats.

Various short-term accounting management/senior level assignments (Vaco, and Robert Half international, Citi Group), Tampa, FL, Mar.2013-Mar. 2014.

Controller, Bayshore Solutions, Tampa, FL, Aug. 2008-Feb. 2013. Reported directly to CEO. Directed and facilitated all components of company’s internal and external financial reporting, including all facets of payroll and benefits facilitation, general ledger mapping and oversight, corporate insurance, and tax reporting. Key analysis determination, dissemination and presentation to executive team. Complete human resource management. Oversaw collections and performed fiscal management of company resources. Through personal initiatives significantly raised the bar for this position.

Key Achievements:

Overhauled entire financial reporting process, through detailed mapping of all cross systems, establishing verifiable reconciliation points, creating corresponding financial reporting protocols, implementing and teaching those responsible, resulting in a more profitable, efficient and auditable company. Many new organization metrics were created and achieved.

Implemented a true revenue reconciliation process for company production centers, resulting in faster accurate billing and incoming cash flow, enhancing customer satisfaction from timely accurate financial data sent, and producing an AR write-off that originally was over $360,000 annually down to being consistently less than $20,000. Transparency in reporting was accomplished, which resulted in many enhancements taking place throughout entire organization.

Created custom budget and report applications in MS Excel, allowing for optimal reporting comparisons and projections of operational needs, resulting in the ability of management team to receive explanatory financial data and accompanying scenario planning matrix in a clear, precise manner. Correctional action occurred sooner. We were dialed in more.

Negotiated optimal payroll, banking, insurance and 401K programs for employees, resulting in increased satisfaction and company cost reduction, in some cases up to 30% reduction in overall cost.

Statutory Accountant, MetLife, Inc., Tampa, FL, Jan. 2004-Nov. 2004. Complete Blue Book and SEC financial reporting for sole entity. Audit support as needed.

Senior Accountant, Farm Management Corporation, Ruskin, FL, Jan. 2002-Nov. 2003. Responsible for management of all multi-company fixed asset, accounts payable and revenue production transactional reporting along with performing multi-company payroll recordings, tax/benefit allocations and variance analysis.

EDUCATION

Univ. of South Florida 2005-06 MBA Finance & Management, Univ. of Central Florida 2007-08 Taxation MST (not completed) LaSalle University - B.S. Accounting

OTHER

Boy Scouts of America, Eagle Scout Advancement, United States Marine Corps Reserves