Accounting Management
Resume:
Steve Martin, CPA
Owasso, OK 74055
*******@***.***
A conscientious and results oriented accounting and finance professional with over 25 years of experience in retail and manufacturing environments, and a proven track record in leadership, systems implementation, negotiations, and preparing for business growth. PROFESSIONAL SKILLS:
Strategic Planning
Payroll Management
Financial Audit Director
Credit Facility Negotiation
Corporate Governance
Budgeting & Forecasting
ESOP Management
Benefit Plan Audit Director
Cost Analysis
Enterprise Valuation Liaison
Corporate Tax Management
Compliance Officer
Internal Audit
PROFESSIONAL EXPERIENCE:
Reasor’s LLC – Tulsa, OK 2000 - current
One of the largest independent supermarket chains in Oklahoma with revenues of $500mm, 19 stores, and 3,000+ employees, Reasor’s was founded in 1963 in Tahlequah, OK by the Reasor family and transitioned to a 100% employee owned company in 2007.
Executive Vice President & Chief Financial Officer (2011 – current) Served as a Member of Board of Directors (secretary/treasurer) and strategic planning team. Planned, supervised, and conducted all finance, treasury, audit, and tax activities. Prepared board communications of company operations. Directed annual valuation of enterprise for employee stock ownership plan. Led internal audit, budgeting/analysis, and accounting teams.
• Negotiated 5 year, $40mm credit facility which allowed for the addition of four new locations
(27% increase) and began rebranding process to grow/maintain market share in a highly competitive environment.
• Negotiated $15mm financing agreement for company remodel plan needed to continue the rebranding implementation to become Tulsa’s premium supermarket option.
• Planned and implemented company’s first internal audit department with initial focus on cash controls and various compliance initiatives. Achieved successful training and implementation of standard operating procedures protecting the company from potentially expensive fines for noncompliance.
• Led team in research, selection, and implementation of budgeting and analytics software solutions, expanding the ability to provide multiple benchmarks of operations in a timely manner.
Controller (2000 – 2011)
Supervised and led all accounting functions including account payable, accounts receivable, payroll, and financial reporting. Monitored and investigated process problems as noted. Reported to CFO.
• Led the payroll component implementation of a new HRIS solution providing service to a workforce that expanded 20% from around 2,500 employees to 3,000.
• Evaluated the AP process and recommended changes that were implemented reducing the staff level by 33% via attrition.
• Implemented procedures for financial information integrity; as a result, had no audit adjustments for 15 years.
• Defended three IRS audits with adjustments of less than $1,000.
• Provided support for ESOP transaction of approximately $32mm and supervised implementation of annual reporting and administration to provide nearly 2,000 participants with a great retirement plan.
Farm Fresh, Inc. – Ponca City, OK 1990 - 2000
A supply cooperative owned by independent grocers, Farm Fresh manufactured fluid milk, frozen and cultured dairy products, and baked goods in three Oklahoma facilities for distribution to supermarkets. Controller/CFO (1990 – 2000)
Supervised all corporate accounting, auditing, tax, and payroll functions, reporting to the CFO. Prepared financial and corporate income tax reports. Directed budget process.
• Discreetly investigated and documented irregular transactions, which led to the discovery and cessation of the improper actions by the CFO and the Director of Transportation. Damages of
$250k were documented.
• Chaired a team made up of employees from across the organization charged to investigate and recommend the company’s first 401(k) plan. Led the implementation and communication of the benefit plan to all locations (500 employees).
• Represented the company during an IRS audit and successfully defended approximately $400k of deductions that had been denied by the field auditor. Public Accounting 1983 - 1990
Progressed from entry level to manager level with experience in both audit and tax. Planned audit engagements. Provided tax consultations. Implemented accounting and payroll processes for a variety of clients. Represented clients before tax auditors.
EDUCATION, TRAINING AND ADDITIONAL SKILLS:
Education:
Oklahoma State University, Stillwater, OK
Bachelor of Science, Business Administration - Accounting Certifications/Training:
Certified Public Accountant licensed in Oklahoma
Member of Oklahoma Society of Certified Public Accountants Member of American Institute of Certified Public Accountants NGA Executive Leadership Development Program, Marshall School of Business, USC Computer Software Systems/Programs:
Oracle
Microsoft Office Suite
Various accounting software
Community Service:
Served several terms as chairman of deacon ministry and chairman of finance committee at various churches.
Board of Directors – Oklahoma Baptist General Convention
Contact this candidate