Financial Reporting

Thomas E. Lonardo

********@***.***

https://www.linkedin.com/in/tom-lonardo-b0155a4/

954-***-**** • Miramar, FL, 33029

Financial Executive

Accomplished finance and management executive with extensive experience in driving profitability, operational efficiency, and growth in diverse industries. Expertise in financial reporting, internal controls, cash flow analysis, budgeting, and KPI reporting. Skilled in managing mergers and acquisitions, investor relations, and strategic partnerships. Adept at evaluating market trends, identifying opportunities for innovation, and implementing successful business strategies. Recognized for cultivating and managing high-performance accounting teams, fostering employee loyalty, and achieving sustainable growth. Possess strong board participation and relationship-building skills.

Areas of Expertise

Finance & Administration

Mergers & Acquisitions

Change Management

Organizational Development

HR & Legal Oversight

Strategy & Leadership

Risk Management

Board Participation

GAAP Experience

Customer & Marketing Strategy

Sales Team Building & Mgmt

Financial Auditing

Career Highlights

Elevated UTA to rank #3 from #7 in the industry by leading synergistic analysis, negotiation, and due diligence process for sale/merger.

Raised funds through the foundation (UCF) to support advancements in care and generate awareness within the community.

Led financial management for organizations ranging from start-ups to large multinational corporations, with revenues of $300M+.

Engaged in Finance Committee and Board, delivering timely financial updates and contributing to critical business discussions.

Contributed to improving overall financial health and stability of businesses, increasing profitability and growth opportunities.

Professional Experience

PureCore Financial Services, LLC – (Self Employed) 6/2023-Present

Finance & Business Executive Consultant

Providing expert consulting services to small businesses and start-up companies, enhancing operational efficiency and effectiveness. Recently ended an assignment with Boca Aircraft Maintenance as their Interim CFO with responsibility for the financial activity of this $26 million dollar prop and jet plane repair business. Prepared the company for their first ever audit and budget creation had been two of the main objectives. Though I am open to future consulting agreements, my preference is for the long-term permanent employment. Additionally worked for Fundraising for Schools & More, Inc. and Eden Property Company, LLC to refine accounting processes, reporting, and give advice on business growth strategies and funding sources.

Unicorn Children’s Foundation and Unicorn Village Academy 2015 –Jan 2023

Chief Financial Officer/COO & Board participant

Implemented financial and reporting framework for two non-profit corporations serving individuals/families affected by neurodiversity. Led operations of UVA specialized high school for neurologically challenged students, offering academic and life/job skills programs. Created a concise financial reporting package, delivering regular updates to the board, highlighting areas of improvement and concern.

Key Contributions:

Restructured financial system to generate accurate financial reports reflecting the organizations' operations.

Deployed revenue-focused ideology to cover indirect costs and drive progressive annual growth.

Established profit centers to assess the success of various events and programs throughout the year.

Created and managed budgets for each company, providing clear direction and goals for operational success.

Developed systems for tracking and managing restricted funds, ensuring transparency in program donations and expenditures.

Ensured accurate accounting and appropriate recording of donations through control measures for numerous annual events.

Self Employed 2014 – 2015

Finance & Business Executive Consultant

Provided expert consulting services to small businesses and start-up companies, enhancing operational efficiency and effectiveness. Assisted First Creative Capital in raising funds to launch their business. Developed and implemented critical infrastructure improvements for clients that optimized business processes and workflows. Assisted Autowizer in establishing a robust financial structure that enabled company to manage complex finances efficiently and effectively.

Key Contributions:

Implemented streamlined financial processes and systems, resulting in improved efficiency and accuracy in financial reporting for Autowizer as interim Finance & Business Executive Consultant.

Collaborated with First Creative Capital to identify suitable funders for their clients, facilitating successful capital funding goals.

Guided clients through the capital funding process successfully, providing comprehensive support and advice at every stage.

Established strong relationships with clients, fostering a high level of trust and confidence in the consulting services provided.

Demonstrated exceptional project management skills, ensuring timely delivery of services, and achieving client objectives.

United TranzActions, LLC, Miramar, FL (previously National Check Trust) 2003 – 2013

Executive Vice President, Chief Financial Officer, and Board Member

Successfully accomplished the mission to develop infrastructure for planned business growth, increasing revenues, and preparing the company for a potential sale. Maximized synergies between the two companies that increased profitability and a diverse portfolio of financial products for a combined merchant/customer base, including large volume regional and national businesses.

Key Contributions:

Served as board member and senior executive, providing broad leadership experience on executive management team.

UTA achieved post-merger rapid growth with revenues exceeding $52M per year and an EBITDA of 44%+ by the end of 2013.

Executed new sales structure, expanding staff and setting national goals, resulting in a 300% revenue increase from previous years.

Grew company by expanding team from 90 to 200+ and addressing skill gaps through targeted teaching and training initiatives.

Built a world-class team of 65+ employees (including 3 VP direct reports) across accounting and other departments.

Additional Experience

Intellibridge Corporation, Washington D.C.

Executive Vice President and Chief Financial Officer

International Media Partners, Inc., subsidiary of Euromoney Institutional Investor PLC, NY, NY

Managing Director/Publisher

Senior Vice President and Chief Financial Officer

News Corp, Inc., New York, NY (formerly News America Holding, Inc.)

Murdoch Magazines Business Publications, Secaucus, NJ (Became: Reed Travel Group)

Group Controller

News America Holding, Inc., New York, NY

Acquisition & Transition Team Member for Fox Film & TV

WNYW Channel 5 in New York (Fox Station)

VP of Finance & Administration

New York Post, New York, NY

Controller/Treasurer

Assistant Controller

College

Bergen Community College

Paramus, NJ

Affiliations

Member, Financial Executives Networking Group (FENG)

US Army, National Guard (honorably discharged)

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