Chief Financial Officer
Resume:
John M. Santora
Green Island, New York ***** 518-***-****
Chief Financial Officer
CFO-level executive with over 40 years of quantifiable achievement. Direct financial management and company development, achieving desired levels of growth. Combine expert visionary, strategic, and tactical financial expertise with strong qualifications in all areas of accounting that produce bottom-line results and financial strength. Instrumental in achieving significant cost reductions and revenue/profit improvements through re-engineering, team building, and leadership expertise.
Highlights of Expertise
Strategic Business Planning
Cost Reduction and Avoidance
Cash Flow Optimization
Recruiting and Staffing Initiatives
Contract Development/Negotiations
Budget Administration
P & L Accountability
Business Development
ISO Certification/ Standards
Process Redesign/Change Management
Career Experience
Santora Accounting & Bookkeeping Services Inc, Green Island, NY
Consulting (2021 to Present)
Providing Accounting services to clients including daily processing, budgeting, planning, forecasting and
reconciled Financial Statements. Working with Management teams to create reporting that will assist in
decision making. Assisting with Tax Preparation with outside Accounting Firms. Implementing KPI’s to
assist management with critical evaluations of the business.
Shaker Pointe at Carondelet, Inc., Watervliet, NY
Chief Financial Officer (2016 to 2021)
Manage monthly reporting, budgeting, strategic planning financials, forecast, and cash flow. Make recommendations concerning business policy, resource allocation, and strategic planning activities to improve company bottom-line financial performance.
Provide vision and direction on occupancy goals and incentives which increased revenue by $3M and resulted in stabilization of community.
Manage audits, cash and credit management, negotiation of lease agreements, and annual financial reporting.
Lead and provided leadership on Customer Service Committee which provided increased communication and collaboration among Staff and Residents.
Exercise initiative and persistence in ongoing implementation of Real Page Software which led to elimination of duplicate functions and tighten efficiency measures.
Work closely with owners to develop viable financial and operational strategic plan while supporting real estate, leasing, and corporate legal counsel.
DALLE Accounting and Cash Management, Inc., Troy, NY
Vice President of Business Development (2015 to 2018)
Developed and managed CFO services working with diversified non-profit and for-profit clients. Provided indispensable CFO services partnering with senior management on strategic planning, including development and guidance to financial function.
Instrumental key player in company sales growth from $850K to over $1M and acquisition of customer accounts doubled in size.
Coordinated process improvements, staff development, and policy implementation to enhance ownership and employee competence for cross-functional responsibilities.
Managed team delivery month-end-reporting, including financial results, forecast consolidations, CEO/CFO reports and executive presentations.
Santora Accounting & Bookkeeping Services, Inc., Troy, NY
President (1997 to 2015)
Directed, developed, and trained staff of eight in all aspects of accounting system implementation and tax preparation. Implemented procedures and systems for financial operations. Worked with diverse group of clients while evolving into medium size business.
Launched CFO and Accounting business from inception to $850K.
Developed and executed standard operating procedures for all accounting functions.
Supervised financials, including bank reconciliations, cash flow statements, and projected budget.
Managed human resources role, such as hiring, retaining, and developing talent to achieve company and customer service level goals.
Education & Credentials
Bachelor of Science in Accounting
St. Bonaventure University, Olean, NY
Affiliations
Rensselaer County Chapter NYSARC, Inc. - BOD 2006-2018
Arc Foundation Chairman - 2011-2020
American Institute of Professional Bookkeepers – 1997-2018
St. Jude’s Apostle - BOD Chairman - 2007-2017
Rensselaer County Municipal Leasing - BOD 1997-2017
Rensselaer County Regional Chamber of Commerce - BOD 2005-2008
Institute on Management Accountants - Past Chairman 1993-1997
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