Chief Financial Officer

Charles Weeks, CPA, CGMA

Chief Financial Officer

Phone: 561-***-**** Email: ******.***@*****.*** Boynton Beach, FL 33437

Seasoned C-Suite Executive with success in taking companies to the next level through transparent financial reporting, process improvements, strategic planning and ERP implementations.

Areas of Key Strength

Education & Certifications

Education: 4-year Bachelor of Science Degree in Accounting - Clemson University - Jan 1990

Certifications: Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Six Sigma Black Belt Professional (SSBBP)®, Six Sigma Lean Professional (SSLP)™, MS Dynamics AX

Certificates: The Wharton School: Fundamentals of Quantitative Modeling

Associations: AICPA, MACPA, Boca Chamber of Commerce, Tri-County Networking Group

Big 4 Experience: KPMG (Big 4): Auditing Group in Greenville, SC

Software Experience

Sage 300 CRE, MS Dynamics 365, MS Dynamics AX, NetSuite, Viewpoint (Vista), Great Plains, SAP Business One, Navision, Solomon, Global Spreadsheet Server, QuickBooks, OpenAir (PPM), Salesforce (CRM), Hyperion, HFM, Frx Report Writer, Quicken, Microsoft Office 365, ADP-PCPayroll, Paychex

Work Experience

CBC/C2C

Chief Financial Officer 3/23 - present

oCFO for Central Broward Construction and Coast to Coast Forms LLC construction co.

oResponsible for all accounting, strategic planning, IT, human resources, treasury, banking relationships, insurance, project accounting, WIP schedules and office administration

oRestated 2021/2022 financial statements while passing year-end review with CPA firm

oStreamlined cash flow forecasting, accounts payable and payroll processes

NOWCFO 11/21 – 3/23

Interim CFO / Management Consultant

oInterim CFO for Naxos Music Group, the world’s largest classical music distributor headquartered in Hong Kong: responsible for catching up on several months of consolidated financials for 5 companies, completing 2021 year-end external audit with LBMC, troubleshooting Dynamics 365 ERP, creating monthly closing checklists, creating 4-week cash flow forecast, and assisted staff of 6 in solving “Areas of Improvement” checklists

oInterim CFO for Ludvik Electric Co., a $190 million electrical construction company in Denver, CO: Troubleshooting Vista (Viewpoint) ERP software implementation, training staff of 13, writing 30+ Vista procedures, creating all workflows, redesigning financial reports using Global Spreadsheet Server

SOTIPSY 7/20 – 6/22

CFO, Co-Founder, Board Member

oSOTIPSY is a Malaysian based, revenue generating FMCG SaaS logistics company that delivers beverages, snacks and other essential items to your doorstep in 30 minutes or less.

oExperienced 4,900% growth in 2020 over annual revenues in 2019 despite COVID

oCreated Pitch Deck with CEO, and presented to over 25 different potential investors

oImplemented 3-year interactive financial and cash flow forecasts for planning purposes

Southeast Power Group, Inc. 9/19 – 5/20

Chief Financial Officer, Treasurer

oCorporate CFO of 5 separate OEM/Manufacturing and Distributor companies in FL/OH

oFinanced $14.2 million USD ($12MM LOC, $1.5MM PPP loan, $735K SBA RE loan)

oCreated first-ever budgets making staff goal-oriented, metric driven and results-oriented

oInitiated weekly KPI scorecard meetings to measure sales and operational efficiencies

oRFL – travel from Boynton Beach, FL to Miami, FL to long of a commute

Precision Contracting Services, Inc. 1/18 -8/19

Chief Financial Officer

oCFO for established Fiber Optic Construction company in Jupiter, FL

oInstrumental in increasing sales revenues 46% during 2019 fiscal year

oImplemented Spreadsheet Server to enhance financial reporting and budget variance reports

oCreated first-ever budgets for all 7 office locations, providing transparency to management

oReduced closing from 3 months to 10 days, allowing CEO to make quicker decisions

oCreated Excel Macro’s to speed up monthly “Work-in-Progress” reports, over 400 jobs/mo.

Weeks & Associates, LLC - CFO, Management Consultant, ERP Consultant 10/05-12/17

CFO and Management Consultant

oCFO for Hercules Networks, IP World Switch (private equity) and Nexstar Communications

Responsible for all financial reporting, cash flow projections, monthly closings, strategic planning, streamlining operations, fundraising and investor relations

In charge of raising funds and working with lawyers on Private Memorandum

oManagement Consultant for AutoNation, Inc. ($19B) and American Media ($500M)

Completed analysis for Big 4 external audits, including SOX baseline/excel testing, Hyperion Financial Management software conversion, lease analysis, month-end closings, SEC filing review and annual PBC audit schedules

Restated 3 years of SEC filings and wrote over 50+ GAAP procedures

ERP Consultant

oMS Dynamics AX

MS Dynamics AX (2012) Consultant for Shoe Manufacturer in Texas (San Antonio Shoes); implemented 15+ modules

Worked with client in all phases of the implementation including GL, AP, AR, FA, Inventory, Production, Manufacturing, Procurement, Sales and Marketing, Financial Reporting, Sandler Kahne, Management Reporter

Lead MS Dynamics AX (2009) Consultant for Ocwen Financial Corporation.

Trained 350+ users pre- and post-live, created BRD for Enhancement Lists, Process Flows, Approval Matrix, worked with IT team in India

Notable billion $ clients include Fleetcor, Universal Weather and GEICO

Lapolla Industries, Inc. 2/05-9/05

Chief Financial Officer, Board of Directors

oPublic Manufacturing company in the Roof Coatings Industry (Amex:LPA)

oManaged Accounting, Finance, IT, Investor Relations and Human Resources departments

oIn charge of SEC reporting (10-K, 10-Q’s), Sarbanes-Oxley compliance, GAAP financial reporting, inventory, investor relations, quarterly reviews, and Year-end audit

oConverted accounting system to Great Plains, centralized cash controls, created annual budget for multiple companies, accounted for successful acquisition and merger

Ad Management Systems, Inc. 9/03-1/05

Chief Financial Officer, Board of Directors

oSenior Executive for Marketing/Distribution company in the Media/Advertising Industry

oIn charge of monthly Financial Reporting, Strategic Planning and Supervised staff of 5

oRaised $14 million from angel investors while launching new patent-pending products

oReviewed contracts, investor relations, policies, procedures, and overall financial statements

oReconstructed 3 years of financial statements from cash basis to accrual basis of accounting

oTrained, supervised and mentored staff of 6 employees and 4 contractors

Cendant, Inc. (Lodging.com) 3/02-9/03

Corporate Controller

oWorld’s 4th largest Wholesale Hotel Reservations company, 175,000 + reservations/month

oResponsible for Financial Statements, Budgeting, Forecasting, GL, AP, AR, Inventory, Fixed Assets, Credit Card Processing, Employee Training, Financial Analysis, and supervised staff of 18 accountants

oSoftware Implementations - Great Plains Dynamics, Hyperion, ADP PCPayroll, and e-Time

oIncreased AP output by 400%, AR collections by $800,000; reduced credit card fraud by 90% leading to annual savings of $960,000

oLodging.com was acquired by Cendant, Inc. (Fortune 500) based on success of company

Air Partner, PLC 11/00-12/01

Financial Controller, USA

oController for US and Australian financial operations for world’s largest public Aircraft Charter/Broker located in Gatwick, England (Great Britain)

oIn charge of all financial reporting for 5 locations in the US and 1 in Australia

oCreated budgeting template ultimately used by majority of 13 international business units

oInstrumental in assisting with merger and acquisition of company in Australia

oSuccessful Software Conversion from SUN ERP system over to Great Plains for US

oIncreased financial reporting efficiency by 35% and reduced overhead by 20% in US

GAAP Financial Reporting Strategic Planning ERP Implementations

KPI / Benchmarking Financial Analysis Policies & Procedures

Process Improvements Risk Management Mergers / Acquisitions

SEC / SOX Compliance Cash Flow Management Project Accounting

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