Financial Planning Reporting

COREY HUGHES, CPA

PROFESSIONAL SUMMARY

Seasoned executive with a robust track record, excelling in strategic financial planning and cross-functional team leadership. Transformed companies through an eye for translating finance to strategy, securing financing for capital projects and spearheading expansion strategies. Proven ability in financial reporting, internal and external accounting collaboration, and client communication that drives driving company growth and operational excellence. QUALIFICATIONS

• Regulatory Compliance Knowledge

• Cross-functional Team Collaboration

• Accounting Operations Management

• GAAP Financials and Internal Control

• Audit management

• Bank relationship management

• Internal audit and internal control leadership

• Software and working with back-end dev

• Cash Flow Management

• Budgeting and Forecasting

• Investment Accounting

• Strategic Financial Planning

• Tax Planning and Strategy

• Working Capital Management

PROFESSIONAL EXPERIENCE

Elite Aircraft Services Sanford, North Carolina October 2019 – Current

$8M aviation solutions company

Chief Financial Officer/Controller

• Drive company direction and decision making with reporting and forecasting tools leading to 8x revenue growth during the first 3 years in position in a high growth environment

• Work largely remotely from home office self-managing wide and diverse workload

• Determine and implement tax strategy with minimal support from outside counsel

• Use Microsoft Office, Microsoft 365, and Google tools to interact with colleagues and manage workflow

• Manage external tax and audit relationships

• Secure needed financing and investment, managing bank and investor relationships on a variety of capital projects

• Manage all accounting operations

• Review and implement new accounting guidance as needed for audited financial statements of the company

• Onboard a variety of holdings and company structures as new ventures occur

• Maintain investor-ready GAAP books across a variety of related entities

• Take on a variety of operations and leadership responsibilities related to finance including payroll, human resources, fuel requisition, etc.

• Produced quarterly investment schedules for financial reporting at company and client level

• Create fiduciary reporting and manage client relationship for new client trust account initiative that transformed company

• Deliver job cost and other class-based reporting

• Estimate review, budget vs actual, and other forms of cost control and review

• Shape and implement acquisition and expansion strategy

• Spearhead company's strategy and position on legal matters in consultation with outside counsel. Alliance Financial Group Westlake Village, California January 2014 – October 2019

$60M Funds under Management

Senior Accountant

• Managed custodian relationships and provided reconciliations for custodians for over 200 clients

• Built out all operations for boutique bridge lending firm from the ground up providing amortization tables, remaining balance, monthly payment, interest, points, holdback balances, rates, discounts, etc for a portfolio of over 30 bridge loans with total loan balances of over $90 million

• Produced monthly investment schedules for financial reporting at company and client level

• Reviewed and implemented new accounting guidance as needed for audited financial statements for consortiums that included 14 distinct companies and 4 different consortiums with various structures. Prepared month-end journal entries, reserve allocation, expense accruals, and other month-end transactions using independent judgment and judicious consultation of management oversight

• Administrated awarded loan holdbacks (contracts) by following and creating policies and procedures for disbursements

• Worked as the main representative of the real estate arm of a financial planning firm where client investments were managed for maximum diversification and value-add

• Prepared weekly reporting for tracking and management information, anticipating management's needs with relevant reporting that delivers value for management decision-making Corey Palmer, CPA

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• Served as dynamic, relatable, communicative primary contact for loan portfolio client contacts, judiciously managing what information was most important for management to know, anticipating their needs, and taking ownership for all loan servicing matters

• Design accounting and servicing processes and procedures as managed entities continue to grow, including internal control and a basic budgeting process

• Assist, support, grow, develop, and train staff to ensure accounting and servicing objectives are met

• Analyze, examine, and interpret account records, compile financial information and produce reports

• Serve as liaison to tax professionals and auditors to ensure compliance

• Prepared all relevant tax reports from system

• Assist with conceptualizing and implementing new nonprofit loan accounting system for a client

• Assist with relevant accounting entries and processes related to the new loan accounting system for a client Vitesse Semiconductor Camarillo, California October 2013 – January 2014 (Contract) Budgeting and Accounts Payable

• Process all accounts payable for large international corporation

• Work with management to prepare budget and budget vs actual

• Assist with financial reporting

• Assist with other various accounting duties as necessary American Academy of HIV Medicine Washington, DC April 2013 – September 2013 Bookkeeper

• Assist in helping members understand charges, payments, benefits of membership

• Work with senior leadership to prepare budget vs

• Actual reporting

• Prepared preliminary reports for 990 tax return

• Perform all cashiering, accounts receivable, and accounts payable duties. EDUCATION & CERTIFICATIONS

Huntington University Huntington, Indiana May 2010 Bachelor’s Degree

Purdue University West Lafayette, Indiana May 2012 Master’s Degree

National University Los Angeles, California December 2013 Master of Accountancy CPA Qualification

NC Certified Public Accountant: License #41295

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