Chicago, IL 312-***-****
Senior-Level Accounting & Finance Advisor
Financial Stewardship Financial Management Project Controllership
Executive leader with expertise in all facets of accounting, financial management, financial analysis, and controllership within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in numerous successful mid-size corporate mergers, acquisitions, reorganizations, and bankruptcies. A proven track record of sound decision-making, taking ownership, and delivering results.
Revenue Growth Strategies
Strategic Planning & Analysis
Broad Commercial Knowledge
Corporate & Partnership Taxes
Financial Modeling/ Forecasting
Capital & Operating Budgets
Risk analysis and Collections
ROME ASSOCIATES, LLP, Chicago, IL 1983 - 2014
Chief Executive Officer
Spearheaded operations of a leading accounting and consultancy firm, overseeing the functions of 60+ financial and tax professionals supporting hundreds of corporate and partnership clients spanning diverse industries and business sectors, including manufacturing, distribution, investments, law, and education.
Counseled clients nationwide in understanding organizational cash flow, creating forecasting models, and developing capital/ operating budgets to achieve bank funding and meet profitability goals.
Advised clients on change management issues and corporate reorganizations to weather rapidly fluctuating economic and operational pressures.
Managed the risk analysis and credit collection process at Rome Associates and for numerous clients including the establishment of credit guidelines, collection process improvements and contact with outstanding debtors and collection from them
Decreased corporate taxability by up to 20% for key clients, strategically leveraging international rules and domestic laws.
Guarded financial estates worth up to $174 million, acting as liaison between clients, attorneys, and financial advisors to develop sound documentation and decision-making processes.
Facilitated 40+ corporate acquisitions and divestitures, including negotiating price/ considerations, transaction structures, timelines, exclusivity deals, third party consents, confidentiality obligations, and indemnification agreements.
COLE LUNDQUIST MD SC 2016 - 2020
Manage and/or assist client office staff; including organization charts, updating office systems,
integration with modern accounting and reporting systems, manuals, billing, cash flow, etc.
Provide individual and corporate tax consultation for business and ownership.
Provide HR services, insurance analysis and oversight of outsourced operations.
Prepare Quickbook financials and close monthly
Negotiate asset sale for ownership in June 2020
FINANCIAL IMMERSION CONSULTANTS, LLC 2016 - Present
Provide consulting services, including tax and business management advice, to small business owners.
Education & Credentials
Bachelor of Science in Accounting, Indiana University, Bloomington, Indiana
CPA Certificate, University of Illinois, Champaign, Illinois
Board Member, Capitol Bank of Chicago
Board Member, Imperial Stamp and Engraving Company
Board Member, Travel Management Corporation
Board Member, Kitchen Distributors of America, Inc
Board Member, Providence St. Mel High School
Board Member, Allendale School