Controller

Keith Mathis, CPA

***-* ******** ****** **, Atlanta, GA 30307

Phone: 678-***-****, E-Mail: **************@*****.***

https://www.linkedin.com/in/keithmathiscpa

Chief Financial Officer / Chief Accounting Officer/Controller

Highly experienced and visionary Operations & Financial Management Executive possessing over 25 years of experience in overseeing financial & new business planning, budget production, and budget controls needed to realize the fiscal and business goals. Proficient in monitoring and regularly reporting key metrics, including non-financial metrics such as transaction volumes and new accounts activity, to staff and the Board. Skilled in providing business analysis support. Demonstrated ability to engage with shareholders as well as effectively collaborate with the management team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the rapid growth objectives of the organization.

~ Effectively negotiated company’s sale to venture capital group and operating line of credit worth $32.5M ~ Successfully managed Financial Strategy implementation for ISP Start-Up through founding to sale to private equity organization for $34.0M ~ Gained success in implementing due diligence processes and business valuation for multiple acquisitions ~ Hand-picked to deliver advise on initiatives related to positioning, tactical actions, and resource allocations for both short and long-term M&A activity ~ Subject Matter Expertise across a range of financial reporting, accounting procedures, domestic and international tax issues ~ Developed and deployed inventory accounting process for fast-moving telecommunications materials with value over $15M

Skill Areas: Strategic Planning w Financial Leadership w Financial Reporting w Thought Leadership w Transition Management w Capital Planning w New Business Development w P&L Management w Mergers & Acquisitions w Broker Recruitment w Process Improvement w Best Practices w Budgeting & Forecasting w Technical Accounting w Organizational Re-Engineering w Change Management w Inventory Management and Accounting w Margin Improvement w Organizational Behavior w Coaching & Team Management w Multitasking in Fast-paced, Entrepreneurial Environments w Highly Organized and Strong Analytical Abilities w Articulate Oral & Written Communication w Quick Problem Resolution & Decision Making

PROFESSIONAL EXPERIENCE

Business and Financial Consultant, Atlanta, Georgia (2016 - Present)

I am engaged in providing executive-level consultancy services pertaining to complex financial and accounting processes.

Provide executive-level consultancy services pertaining to complex financial and accounting processes for clients such as Pangborn Corporation/Altisource Portfolio Solutions/Axiall Corporation/Gray Television, Inc.

Act as a Subject Matter Expertise in the areas of financial reporting, accounting procedures, domestic and international tax issues.

Deliver guidance on merger integration strategies, business modeling to C-suite and Board members to achieve organizational growth and maximize synergies.

Maximize team performance through an effective team approach that increases productivity and job satisfaction.

Perform detailed reviews of periodic financial statements and supporting schedules.

Foster proactive working relationships with clients and cross-functional departments to ensure timely and accurate receipt of information required for financial reporting.

Ansco and Associations, Llc, Atlanta, GA (2013 – 2015)

Director of Financial Reporting / Analysis

Ansco & Associates, LLC, a specialized contractor, provides engineering, construction, and professional services to wireline and wireless telecommunications, and utility companies in the southeastern United States.

Reported directly to Executive and Operational Management; aligned construction costs with customer pricing through extensive financial, job, and inventory cost analysis.

Actively involved in bid and actual cost analysis, inventory accounting and usage management and managed an accounting staff of 15 responsible for general accounting, accounts payable, accounts receivable and collections, subcontractor qualification and payables, inventory accounting and financial reporting.

Worked on both fixed-price and cost-plus projects. Created project bid sheets for new projects in coordination with the cost engineers, and monitored on-going actual cost and expected costs to complete from site selection to completion.

Developed result oriented strategies resulting in minimizing the risk of inventory obsolescence through implementation of decisions undertaken with the Supply Chain team to sell off slow-moving products.

oGenerated $1.0M savings in obsolescence in first year of implementation.

Enhanced margins with regard to project utilization through effective collaboration with Project Managers and Purchasing/Supply Chain Staff; monitored contract performance with expected costs and making recommendations as needed.

Reported schedule variances and expected costs or cost reductions to Management.

Oversaw inventory management and accounting activities comprising proper valuation of inventory, re-valuation and ensuring movement of inventory through the inventory management system, supporting the conduct of quarterly inventory counts, explaining variances and reporting as necessary.

Altisource Portfolio Solutions, Atlanta, GA (2013 - 2013)

Consultant & Director of Financial Reporting

Altisource Portfolio Solutions provides lenders and servicers with a full suite of services for managing their REO portfolios, ranging from pre-marketing through asset sale, including property valuation, property preservation, property management, marketing, asset disposition and closing.

Delivered financial leadership in managing monthly and quarterly internal and external closing processes and financial reporting.

Planned, directed and coordinated with the client timely and delivered accurate external financial reporting to the SEC, including the preparation, review, submission and distribution of periodic financial reports, such as 10-K, 10-Q, 8K's and XBRL tagging.

Liaised with segment and corporate accounting personnel (including International Personnel) for the implementation of new accounting pronouncements.

Conducted technical accounting research and reviewed valuation models supporting performance of goodwill and impairment testing.

Highland Capital Brokerage, Birmingham, AL (2011 – 2012)

CFO / COO

Highland Capital Brokerage is the trusted insurance partner to advisors, providing innovative planning and protection solutions to their clients.

Managed and directed insurance operations, finance, and information technology.

Offered strategic leadership on initiatives related to positioning, tactical actions, and resource allocations for both short and long-term M&A activity through financial and accounting information, analysis, and recommendations.

oSuccessfully negotiated $32.5M sale of Company to venture capital group as well as $7M operating line of credit.

Evaluated trends and established key performance indicators; facilitated margin improvement in operations and performed change management with end-goal of divesting to a suitable partner.

Challenged the daunting task of boosting the margin shared jointly between National Financial Partners and Principals of Highland Capital Brokerage.

oImproved operating margin to 8% from 5% through aggressive expense management and centralized data processing and storage.

Essayed a stellar role in the acquisition of Highland Capital Brokerage by leading the due diligence and preparing internal “offering document” used to present historical and projected margins to suitors and source of information for deal structure.

Specialized Accounting Services, Atlanta, GA (2011 – 2011)

Consultant

Managed daily accounting and tax services for a diverse range of clients, and carried out monthly client write-ups and preparation of financial statements.

Compiled and reviewed respective services as well as undertaking individual, corporate, and trust tax returns in accordance with stated regulations.

Triad Advisors, Inc., Atlanta, GA (2001 – 2010)

Executive Vice President / Board Member

Triad Advisors, Inc. operates as an independent broker-dealer and investment advisor in the United States.

Spearheaded operations pertaining to finance and technology for a securities broker-dealer, registered investment advisor, insurance agency, and trust companies. Served as an Executive Member of National Financial Advisor Group and Service Steering Committees.

Designed business growth strategies and created an organization of 45 highly motivated associates.

Achieved over $80M in gross revenues alongside supporting 25 brokers to supporting 450 brokers in 8 years with $80.0 million in revenues.

Initiated Independent Broker/RIA channel development and partner enablement. Conducted broker recruitment, transition management, compensation, and retention.

Oversaw company’s growth from cradle to its acquisition in August 2008 by Ladenburg Thalman. Assimilated the back-offices between Triad Advisors and its new parent company.

Instrumental in creating a scalable infrastructure (included internal and outsourced) to support growth in registered representatives, assets under management and ensure superior customer service while providing substantial returns to shareholders.

Distributed significant amounts of earnings/growth to the shareholders in order to unitizing holdings for founding Principals.

Coordinated in due diligence on Ladenburg to determine management style, conducting meetings with management of other acquired companies, Ladenburg resources, particularly access to capital markets and, Ladenburg’s stock price history given the nature of the purchase price being combination of cash, cash earn-out on Triad Advisors earnings performance and stock.

PRIOR EMPLOYMENT DETAILS

Federal Home Loan Bank Of Atlanta, Atlanta, GA 2000 - 2001

Manager of Financial Reporting

PennCorp Financial Group, Raleigh, NC 1993 - 2000

Vice President

Primerica Financial Services, Duluth, GA 1984 - 1993

Accounting Manager

PROFESSIONAL DEVELOPMENT & CREDENTIALS

Bachelor of Business Administration: Accounting

Mercer University

Certifications:

Georgia Certified Public Accountant #12185 & Georgia Life Insurance Agent

Technical Proficiency: Microsoft Dynamics – GP Microsoft Dynamics – NAV QuickBooks (Desktop and Online) SalesForce Hyperion ProSystemfx – Workpaper Manager Blackline Sungard (ABC and CDS) Fidelity Clearing and Custody Solutions – StreetScape Customer Administration Excel – Expert level Word – Expert level PowerPoint – Expert level Outlook Visio – Expert level Life/70 (Insurance Policy Administration System) Cybertek (Insurance Policy Administration System) Salesforce Smartsheets SharePoint

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