Dominic Vitalone, MBA

(***) *** – ****

ad330x@r.postjobfree.com

SKILL/Experience summary

I have over twenty years of Accounting and Financial Reporting experience from basic cash transactions, projections, and reconciliations, AP/AR, JEs, TB reconciliations, Accruals, Bad debt/write-offs, Period-ending closes, Fixed Asset Accounting, Financial Statement presentation and analysis, trending/forecasting, budgets, Pro-forma, cost accounting, project accounting, statutory reporting, SOX-BRADLEY, ad-hoc problem solving and prior-period changes, and most other GAAP related policies and procedures. I am not one to say I know it all, but I know where to look when I do not have the answer!

Throughout my career, I have always been more of a financial analyst than an accountant, merging the two aspects together. I not only verify the completion and accuracy of the financials, but review from the big picture and find its story. Provide the trends, forecasts, concerns, and anticipate the questions the audience may have in presentation. Include the supporting documentation of those anticipated questions to give integrity to your answers and recommendations. It’s important to visualize and understand the conceptual vision and goals, to interpret and develop the path towards them, along with the analysis and valuation to monitor the direction of that path.

I feel it’s crucial to implement cross training, continuous improvements, and strategic discussions from a department, product line, organization and even industry levels are important for innovation and leading your sector.

Extensive experience in Data analysis, trending/forecasting, KPIs, Visual media presentation, completion of Pro-forma, ad-hoc, strategic, troubleshooting, and assessment analysis through query-access analysis and index/key value dictionaries

I have considerable experience in structuring, implementing (filing), and training independent contractors, start-ups, and failing small businesses. These skills also include restructuring and re-engineering of operational and financial department Policies & Procedures, focusing on standardized logical COA and automated processing, reporting, and templates increasing efficiency, productivity, and morale in both the individual staff member and the department.

Crucial Month-end processes to include reconciliations for Fixed asset/capital expenditure, owner basis, trial balance, and Bonus/draw valuations.

Led and/or provided a crucial role in the planning/design, implementation and training of many IT systems conversions, upgrades, and/or network infrastructures conversions. (Novell, NT, other proprietary software, etc.)

Engineered the development, expansion, and/or restructure of multiple-site networks, including VPN, WAN, ERP, CRN, DBMS, intranet/extranet, and e – marketplaces.

Team-player with an open-minded management style focused on employee growth, development, and morale.

I also have experience and knowledge of Tax-related accounting, prepping, auditing, completing/filing, and reviewing. This includes a wide array of income, franchise/annual reporting, payroll, NPO, estate/trusts, and tax planning, provisions, and recommended strategies.

CURRENT PROJECTS

TJM Home Team St. Petersburg, FL (Real Estate Agency) June 2020 - Present

Finance Manager/Analyst – QB Desktop and MS Office

Manage the office operations, finances, payroll, marketing, scheduling, closings, including coordinating with all five realtors and their assistants.

Prepare and present the financial statements, progress analysis/forecasting agent/contract analysis, cash projections and bank reconciliations.

Report to and work closely with the CEO and broker, to develop strategies, accounting processes/controls, policies/procedures, regulatory filing, and returns.

Extensive financial reporting and in-depth data mining with the use of cloud-based ERP ye to establish KPIs and advertising strategies.

The use of QuickBooks, MS Office, Zillow, Dotloop, Visio, and Project

Vitalone Accountables, Inc., Seminole, FL (Public Accounting) Jan 2017 - Present

Owner/Tax Manager – Multiple Client-based Software and Reporting Systems

• the Accounting, Financial Reporting, Payroll, and Audit/analysis services for business and individuals

•Consult, implement, and/or train start-up, expanding, or M&A in organizational structure, operations, networking, and accounting/payroll P&Ps. Running extensive Pro-forma provided and projected for the first few years.

•Prepare Individual, Corporate, Sub-Corporate, and Partnership Income Tax returns and schedules.

•File all required tax reporting, i.e., Sales/Use, Payroll, Property/Tangible property, FUTA/SUTA, IFTA, etc.

•Coordinate, schedule, and manage all office administration, customer service, and marketing duties.

•Promote, advertise, and market all clients and potential new clientele.

•QuickBooks/Online, Ultra Tax, Drake, Cloud-based software, client’s ERP systems and reporting tool

EXPERIENCE (relevant positions highlighted)

Premier Family of Companies, Inc. (Private equity firm) Feb 2019 – Nov 2021

Accounting Manager & Senior Financial Analyst - SAP and Navisson

Manage a staff of fifteen including CPAs, accountants, bookkeepers, and clerks.

•Responsible for the Period-end closings of financials for over thirty-five companies in both US and USVI.

•Monitored continuous improvement and automation, including standardization, conformity, and consistency among all accounting staff, policies, and procedures.

•Responsible for annual budgets, monthly forecasts, and weekly cash needs/funding for over thirty-five companies.

•Performed a multitude of projects, Pro-forma, and annual budgeting, modeling, strategies for Exec. Mgmt.

•Collaborated and managed projects including expansion, and upgrade of accounting for several different SBUs.

•Designed, enhanced, and/or implemented systems, back-ups, and ad-hoc databases or archives.

•Responsible for all aspects of Generally Accepted Accounting Principles (GAAP) Accounting and compliance

•Directly report to the CFO and owner of PFOC for ad hoc reporting and analysis on M&As.

•Managed, prepped, completed, and filed all IRS, USVI BRI, and any state filings associated with all Enterprise and Family office filings including S-corp, Partnerships, Trusts, personal, and Gift tax returns.

•Coordinated with several departments to manage and follow all necessary licensing, returns, annual reporting, and governmental reporting.

•SAP, tableau, Visio, MS Office, QBs, ERP, eCAL, etc.

Woodbury & Associates, LLC, St. Petersburg, FL (Public Accounting firm) Nov 2017 – Feb 2019

Senior Tax Analyst/Tax Supervisor - Client-based Software Platforms and SAAS Thomson Reuters

•Market and promote our services to new clients in proximity and remote locations.

•Supplied Accounting, Financial Reporting, Payroll, and Audit/analysis services for business and individuals.

•Prepare Individual, Corporate, Sub-Corporate, and Partnership Income Tax returns and schedules.

•File all required tax reporting, i.e., Sales/Use, Payroll, Property/Tangible Property, FUTA/SUTA, IFTA, etc.

•Review staff workload, train and supervise new preparers in tax law and software compliance.

•Performed a multitude of projects, per-forma, and annual budgeting, modeling, and strategic planning for clients.

•Consulted clients through tax strategies/planning, expansion, conversion, and upgrade of operational IT systems.

•Coordinate, create, and implement marketing and operation strategies with approval of Owner.

Ultimate Washer, Riveria Beach, FL (Amazon Reseller) June 2017-Nov 2017

Accounting Manager/Controller (Contract Position to transition to FL) – AWS and MS Office

•Performed daily accounting functions and operations including cash mgmt., invoicing, payroll, etc.

•Processed and performed Amazon-Accounting of Settlement Reports, shipments, refunds, etc.

•Prepared, evaluated, and distributed period-end financial statements and closing documents.

•File all required tax reporting, i.e., Sales/Use, Payroll, Property Tangible Property, FUTA/SUTA, business entity.

•Created ad hoc reports and projects for financial trending, budgeting, and strategic planning.

•AWS (ERP), SAP (ERP), QBs, MS Office, Digital Time Entry, etc.

TradeWinds Services, Merrillville, IN (Non-Profit/Healthcare) Feb 2012-June 2017

Senior Accountant/Financial Analyst – Oracle and Arpeggio

•Performed daily accounting functions and operations including cash management, invoicing, payroll, etc.

•Prepared, evaluated, and distributed period-end financial statements and closing documents.

•Completed and transmitted filings for federal and state agencies

•File all required tax reporting, i.e., Sales/Use, Payroll, Property/ Tangible Property, FUTA/SUTA, business entity.

•Created ad hoc reports and projects for financial trending, budgeting, and strategic planning.

•Collaborated directly with the Executive Director and Accounting Director daily.

•Involved in the structuring/design, purchase, and implementation/training of an ERP.

•Certified in CPR and CPI as a team member on Crisis Prevention squad.

Frank Trapane & Associates, Winfield, IN (Residential Appraisal/Real Estate) Oct 2009- Feb 2012

Office Manager/Controller – Appraiser Proprietary

•Supplied the bookkeeping, scheduling, coordinating, and the daily operations of the office.

•Completed appraisals for FHA, FNMA, FHLMC, and non-financing customers.

•Troubleshooting, registering, communication with the AMCs, banks, lawyers, and customers.

Consultant, Crown Point, IN (Business Development/Design/Implementation) Apr 2005-Oct 2009

Business Development Analyst – Client-based Platforms

•Performed a multitude of projects, Pro-forma, and annual budgeting, modeling, and strategic planning for clients.

•Consulted clients through reengineering, expansion, conversion, and upgrade of operational IT systems.

•Implemented data-archives, intranets/extranets, VPNs, E-commerce, and other infrastructures/marketplaces.

•Designed, enhanced, and/or implemented systems, back-ups, and ad-hoc databases or archives.

•Advised clients in the integration, expansion, and management of network accessibility, remote access, E-commerce, collaboration, and other customer service, marketing, or value systems.

EDUCATION

Keller Graduate School of Management

Master of Business Administration, overall G.P.A. of 3.54 Majored in Finance and Accounting Minored in Information Systems

Keller Graduate School of Management

Graduate Certificate Majored in E-Commerce Strategy and Management

Indiana University

Bachelor of Science, overall G.P.A. of 3.58 Majored in Business Administration and Finance Minored in Information Systems and Accounting

SKILLS

MS Office / UltraTax/ Creative Solutions / Crystal Reports / QuickBooks / FOXPRO / SAP / Hyperion / VISIO / GAT /Webmail / Oracle / Arpeggio / Raiser’s Edge / HR Symphony /Webgility / data mining /Amazon / SQL Server / Compeat

Risk Analyst, Financial Reporting, KPIs, Data mining / Trending, VLOOKUPs/Pivot Tables, Budget/Forecast analysis, Pro-forma, Board meeting presentations, Project management, System Conversions/Upgrades, Centralized information systems, Standardization reporting/policies, Reengineering, Continuous Improvement.

Experience of over 25+ years completing 1120, 1120S, 1120PC, 1065, 1041, 990, 1040(s) Federal income tax returns and over 40 different state PTE/Tax returns

BUSINESS DEVELOPMENT AND STRATEGY CONSULTING EXPERIENCE:

Client would request assistance with the following:

•Periodic accounting/financial activity recording entries

•account/bank reconciliations for reserves/assets/deferred income, derivative valuations

•pro-forma/projections, potential/estimated risk/leverage calculations to book/adjust contra offsets. (unrealized/realized gains/losses)

•Business valuations/pro-forma for potential investment (mass, take-overs, IPOs, etc.)

•Liaison for external audits/tax prep with third party firms

PRIVATE EQUITY EXPERIENCE: (HIGHLIGHTS OF PFOC EMPLOYMENT)

•Consolidated organizational structure of PTEs located in Florida and St. Thomas USVI (gaap/tax implications/compliance)

•Operations/cash management (35-40 SBUs cash requirements and bank account mgmt./reconciliations of over 90 bank accounts through 5 different banks)

•Period closing and financial reporting presentations to exec. Mgmt. and/or bod, including acct recs, anticipated answers or recommendations, and performance analysis KPIs and presentational media

•Business valuations and pro-forma in extensive detail and industry analysis compared to seller’s estimations.

Budget calculations, variance analysis, and projections

With Property development, Construction, Real Estate, Healthcare Carrier, Marketing Agencies, TPAs.

Financial Models are completed to test the profitability and degree of probability of models. Budgets are completed just after close and prior to start. Project rolling cashflows, benchmarking, forecasts, projections, operational costs/budget variances, project scheduling, funding, periodic completion, debt structuring, financial/reserve structuring, operational cost effectiveness, trending, and KPIs.

Pro=forma, future valuation, business performance, ROI, IBNR, commission reporting, advancing, and lending. Statutory reporting, 1099Qs, and most governmental/tax authority reporting and filings.

Contact this candidate