Internal Controls Financial Professional

RICHARD GOODMAN, CPA, CFE

443-***-**** • Naples, FL • *********@*******.***

CONTROLLER

General Ledger Financial Reporting Accounting Management A versatile and innovative financial professional with 19+ years of experience in all aspects of accounting. Skilled at seeing the big picture while having an acute attention to detail. Maintains a hands-on management style in the development and implementation of strategic plans. Well-disciplined with the ability to orchestrate multiple assignments efficiently while meeting tight deadlines. Bright, intelligent, and deals with concepts and complexity easily. Identifies needs and goals, streamlines existing processes, and anticipates future needs. Effectively communicates direction, commits people to action, and conveys complex information in easily understandable formats. Fully computer literate. CORE SKILLS

Accounting & Reporting Fraud Investigation Leadership Process Improvements Financial Analysis Decision-Making Financial Statements Month-end Processing Team Building Computer-based Proficiency Communication Critical-Thinking Budgeting & Forecasting Problem-Solving GAAP

LEADERSHIP IMPACT

Trusted Senior Accounting Professional who consistently delivers quantifiable value by leveraging emerging technology and business insights to optimize value.

A results-driven, decisive leader who is committed to the words he says and the actions needed to carry them out, and is instrumental in delegating assignments efficiently to further organizational goals.

In-depth accounting expertise and plays an integral role in shaping companies' financial futures, and leading projects through the complexities of varying priorities and agendas. EXPERIENCE

Wyndemere HOA Assistant Controller May 2023 - Present

• Supports most aspects of accounting management (accounts payable, accounts receivable, billing, tax forms, reporting, etc.).

• Assists in the formulation of internal controls and policies to comply with legislation and established best practices.

• Prepares financial statements in compliance with official guidelines and requirements.

• Manages journal entries, invoices, etc., and reconciles accounts for the monthly or annual closing.

• Creates budgets and forecasts; corrects fund balance sheets.

• Participates in preparation for the annual audit.

• Helps in the development of reports for management or regulatory bodies.

• Review the company’s accounting information to identify and resolve inaccuracies or imbalances.

• Utilizes accounting IT system to facilitate processes and maintain records.

• Streamlines month-end closing procedures while strengthening internal controls.

• Directs the preparation of the annual audit and coordinates efforts with outside auditors. RICHARD GOODMAN Page 2

Freedom Boat Club Club Manager Oct 2020 - Present

• Supervises and develops a staff of 12, processes payroll, and updates weekly inventory.

• Develop a system to create more availability of limited assets for membership owners.

• Directs staff in all aspects of customer service. Richard L Goodman CPA CFE Owner/Accountant May 2010 – Oct 2020

• Maintained and organized digital and physical financial records.

• Assessed all business transactions and prepared accurate reports on the findings.

• Coordinated with clients on income tax research and planning.

• Organized and filed all federal, state, and local income tax documents.

• Contributed to budgeting procedures.

• Regularly briefed clients on the company’s financial position and recommended solutions to improve results.

• Developed and implemented effective accounting policies and processes.

• Responded to tax and accounting-related issues.

• Performed reviews and compilations of clients’ financial statements. Vintage Security LLC Chief Financial Officer Dec 2007 – May 2010

• Provided leadership, direction, and management of the finance and accounting team.

• Offered strategic recommendations to the CEO/President and members of the executive management team.

• Managed the processes for financial forecasting and budgets, and oversaw the preparation of all financial reporting.

• Advised on long-term business and financial planning.

• Provided commercial insight and leadership across the business to exceed business plan targets.

• Ensured the risk and compliance management framework was embedded and operational for the Group.

• Established and developed relations with senior management and external partners and stakeholders.

• Reviewed all formal finance, HR, and IT-related procedures. EDUCATION

Bachelor’s Degree in Accounting – Towson State University, Towson, MD (Summa Cum Laude) Certified Public Accountant (CPA)

Certified Fraud Examiner (CFE)

TECHNICAL PROFICIENCIES

Microsoft Office: Word/Excel/PowerPoint/Outlook, Proprietary Software, Lacerte, QuickBooks, Drake

Contact this candidate