Summary

Financial Executive with a focus on establishing a financial, sales, operations, and cross functional organizational approach. Strategic implementation of processes, methods, and systems that improve overall organizational integration and ultimately customer satisfaction and relationship building.

Industry Experience

Manufacturing

Construction - Commercial

Engineering

Property Management – Commercial & Residential

Technology

Employee Welfare Insurance – Health, Life, et al

Professional Experience

RTD Embedded Technologies, Inc., State College, Pennsylvania 2002 - Present

A $15 million technology business specializing in the design and manufacture of premium industrial computer boards and systems for the embedded market.

Chief Financial Officer and Executive Vice President

Responsible for financial and administrative operations of the Company. Multi-discipline background including accounting, finance, tax, banker and investor relations, human resources, operations, channel selling, procurement.

Major accomplishments include:

Financial closings and reporting, analysis, tax and audit preparation.

Develop and communicate short and long term forecasting for business decision making and strategic planning.

Implemented accounting procedures and controls including budgeting and variance analysis.

Financial presentation to Board of Directors and Shareholders.

Negotiate and manage credit banking relationship including covenant compliance.

Manage human resource function including employee policies and procedures.

Source and implement corporate employee benefits as well as property and casualty insurances.

Negotiate product selling and material buying terms with emphasis on increasing profitability and cash flow while maintaining sustainable customer and supplier relations.

Integral in establishing and managing selling channels such as an international distribution network.

Negotiated joint venture agreement with Chinese partners in the PRC.

Developed procedures and implemented full scale use of internal MRP systems for managing a multi-million inventory and order processing system.

Created a multi-functional team approach which integrates information flow between accounting, sales, manufacturing, and engineering departments.

Instrumental in transforming from a transactional to a relationship based organization.

AS9100/ISO9001 quality systems implementation and Management review team.

Liaison to outside Counsel on legal issues.

Client First Brokerage Services, Inc., Hunt Valley, Maryland 1993 – 2002

A full service, multi-state health and life insurance brokerage firm.

Chief Financial Officer and Vice President of Operations,

Directed and supervised all financial operations for a rapidly growing startup organization.

Financial and tax responsibilities.

Developed and implemented accounting procedures and controls including budgeting and variance analysis

Established and managed banking credit relations

Developed and managed human resources function including employee policies and procedures; responsible for implementation of corporate employee benefits as well as property & casualty insurances.

Identified areas of inefficiencies and developed effective procedures with departmental integration encompassing the entire business cycle from pre-sales marketing to post-sales servicing. Resulted in a cost savings of 20%.

Sourced, implemented and further refined the use of an effective agency management software system.

Developed work flow methods which protected the integrity and timeliness of data.

Created reporting systems for management and the sales force which identified current trends and performances.

Sourced and directed installations of computer networks systems and software.

Barber Construction Corporation, Lanham, Maryland 1988 – 1993

A $50 million, multi-state commercial construction company.

Vice President of Finance

Financial, audit, and tax responsibilities.

Managed growth from $6 million to $50 million.

Designed and implemented job cost control systems.

Sourced and implemented a vertical market accounting software package.

Developed banking and surety bond programs.

Gorn Management Company, Pikesville, Maryland 1983 - 1988

A residential and commercial property management firm managing over 30 properties each with their own set of books.

Controller

Education

Frostburg State University - Bachelor of Science, Accounting

Loyola University in Maryland - Masters of Business Administration

Certifications

Certified Public Accountant, 1982

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