Financial Officer Chief

Phillip D. Bair, CPA *** Brown Bear

419-***-**** ● *******@*****.*** Chapel Hill, NC 27517

QUALIFICATIONS SUMMARY

Highly driven, systematic, organized leader experienced with building high-performing teams, managing significant organizational changes from inception to completion, and driving results. 30+ years of financial experience ensuring compliance, managing audits, and maximizing profitability. Seeking to leverage strong leadership skills and detail-oriented focus to increase organizational profitability and financial compliance. AREAS OF EXPERTISE

Strategic Planning &

Execution

Financial Operations

Management

Budgeting & Forecasting Audit Preparation & Execution Financial Planning &

Analysis

Cross-Functional Team

Leadership

Board of Directors

Reporting & Presentation

Conversions of Software Operating

Platforms & Regulatory Reporting

EXPERIENCE

Durham ABC Durham, NC

Chief Financial Officer July 2020 - Nov 2022

● Generate savings in excess of $125K by identifying opportunities for improved efficiencies within internal and external financial transactions, relating to Mixed Beverage - Health Insurance Premiums - Inventory Management.

● Improve Budgeting & Forecasting Analytics to optimize allocation of working capital for infrastructure expansion and inventory management, resulting in additional revenue in excess of $1.2MM.

● Financial oversight of Capital Projects, new construction, and negotiation of asset liquidation, contributing in excess of $700K invested towards organization liquidity.

● Strategically lead a finance team that navigated an unprecedented increase in revenue stream generated by the pandemic impacting economies globally. Position organization for future growth by implementing a software conversion impacting critical segments of the company.

● Responsible for all financial reporting communication with the NC Dept. of Revenue, reports and remittances in excess of $15MM annually.

● Responsible for communication with NC ABC Commission, NC State Treasurer, 401k Fiduciary, Actuaries, and Auditors

Ed Lloyd & Associates PLLC Charlotte, NC

Sr. Manager Audit / Tax CPA Firm Nov 2018 - June 2020

● Analyze and present most effective tax strategy to stakeholders

● Responsible for complex multi-state and international individual tax returns.

● Lead all audits and reviews with technical expertise in GAAP accounting and reporting. Phillip D. Bair CPA Van Wert, OH

Sole Proprietor of Consulting / Tax CPA Firm August 2015 - October 2018

● Consult with clients on improving operational efficiencies.

● Prepare corporate, partnership, and individual tax returns. Van Wert Federal Savings Bank Van Wert, OH

Sr. Vice-President / Treasurer / Chief Financial Officer May 1998 - July 2015

● Responsible for all financial reporting to regulatory agencies.

● Ensure adherence to all federal regulations and staff training as sole Compliance Officer. PROFESSIONAL AFFILIATIONS

Licensed North Carolina State Board of Certified Public Accountants American Institute of Certified Public Accountants EDUCATION

Ohio Northern University Bachelors of Science, Accounting & Management, Minor: History Ada, OH

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