Financial Reporting Management

CFO / Senior Finance / independent consultant

Financial Management • Audit Planning and Management • Corporate Controllership

Tax Planning • Regulatory and Financial Reporting • Internal Controls

SUMMARY

Versatile, innovative finance and accounting leader offering a distinguished career in strengthening corporate finance and accounting in both for-profit and nonprofit organizations. Views challenges multi-dimensionally and determines best practice solutions while considering the big picture. Decisive leader. Expert communicator. Has served as an advisor to executive management on business decisions and operational planning. Reputable for steadfast integrity, strong work ethic, and ability to establish consensus across entire organization.

SKILLS

Results-Oriented

Strategic Thinker

Priority and Organizational Skills

Mission and Goal Driven

Scaling Start-Ups

Due Diligence Documentation

Entity Consolidations

Value-added Financial Mgmt

Intercompany Transactions

Audit and Internal Control

Driving Process & System Improvements

Cost Reduction and Avoidance

Corporate / Regulatory Compliance

Short and Long-Term Project Management

Strategic Planning and Implementation

Risk Management / Problem Solving

Complex 1065, 1120S and 1040’s

Team Leadership / Mentoring / Training

Forecasting / Budgeting

Diversity, Equity and Inclusion Promoter

Believe in a Fostering Environment

Systems Implementation

Organization / Communications

GAAP & GASB

Revenue Recognition

Quality Control / Monitoring

Payroll and Sales Tax

Research / Innovation

Cash Flow Management

Financial Statement Preparation

Financial Strategies

EXPERIENCE

AECOM, Inc – Finance Manager Contract for FDOT

Orlando, FL – July 2023 – November 2024

Selected Achievements:

• Develop written procedures and instructions for complex calculations to increase efficiency and quality of work

• Work with development team to create dashboards highlighting revenue drivers and ratio analysis of related expenses including historical trend analysis

• Research and document new GASB pronouncements

Carr, Riggs & Ingram, LLC – Partner

Melbourne, FL – February 2016 - June 2023

Selected Achievements:

• Transition client accounting systems and create reporting designed to report KPI’s. Design reporting to identify cost drivers and monitor relationships with associated revenues and non-financial data.

• Assist client with restructuring business to retail from brick & mortar wholesale utilizing cloud-based systems. Review of costs, financial forecasting, cash flow and market research. Monitor progress with real time financial data. Implement changes corresponding to market conditions and technology innovations.

• Serve as Outsourced CFO for multiple organizations (non-profit, e-commerce, service, construction, retail).

• Create an efficient and scalable accounting model for small and mid-market accounting services.

• Created financial statements and procedures for multi business-unit financial consolidation.

Secure CFO Solutions, PLLC – Partner / Managing Director

Liverpool, NY — May 2013 - February 2016

Selected Achievements:

• Founded firm specializing in providing CFO services to regional and national organizations, both for-profit and nonprofit organizations.

• Collaborate with clients’ executive management team identifying, researching, and implementing streamlined accounting technology, system improvement, and compliant internal control procedures resulting in real-time financial statements with enhanced controls over cash and tax compliance.

• Generated 25% in operational indirect cost savings for real estate firm by developing accounting system to capture costs for related party entities, improve internal controls, and shorten year-end closing procedures.

• Enabled key client’s president and executive director to be able to review monthly financials and specialized reports anytime and anywhere through implementation of Intacct accounting system.

• For two service companies, instrumental in achieving zero findings audits by IRS and New York State sales tax division through designing and implementing compliant accounting controls.

• 98% closing rate on new client proposals.

Losi & Ranger, CPA’s, PLLC - Partner

Liverpool, NY — June 2006 - April 2013

Selected Achievements:

• Formed and served as managing partner of public accounting firm that provided outsourced financial management, accounting, and tax services for regional and national client base.

• Brainstormed with client executive team to understand client needs and vision for the future. Implementation of new accounting technology, allocation methodologies, budget creation, and monthly business analytics resulted in plans for a new business line and future growth.

• Reduced overall site payroll 12% for a multi-site, before/after school program by performing in-depth analysis of payroll schedule and initiating changes to internal controls and procedures.

• Saved 25% in annual accounting fees and reduced audit costs 60% for national membership company by driving consolidation of several accounting functions and initiating internal controls.

• Significantly increased efficiency and timeliness of financial statements for several clients by initiating research, creating proformas, and writing documentation that allowed clients to author their own footnotes.

Lockheed Martin - Financial Analyst

Syracuse, NY — October 2004 - May 2006

Selected Achievements:

• Created specialized reports in SAP that captured and communicated current and projected EVM information for program and project managers.

• Supported overseas program manager with a wide array of financial analysis and projections.

Testone, Marshall & Discenza, LLP - Audit Manager

Syracuse, NY — September 1997 - September 2004

Selected Achievements:

• Instrumental in securing new clients for firm by changing management culture from identifying problems after completion of audit, to holding pre-audit meeting to help clients better prepare.

• Exceeded firm expectations by bringing in 3 new tax clients while performing audits at staff level.

• Managed and strengthened relationships with clients by setting and meeting expectations, being responsible to inquiries and assuming role of dedicated accounting advisor.

• Executed detailed auditing planning and provided hands-on mentoring direction to audit staff.

• Prepared and presented audit summaries and process improvement recommendations to clients’ board of directors.

• Managed resources and audit activities performed for clients of large regional public accounting firm. Led diversely-sized engagement teams in performance of required fieldwork for compliance, tax and internal audits.

EDUCATION & CREDENTIALS

Bachelor of Science - Accounting (Cum Laude)

Le Moyne College, Syracuse, NY

Certified Public Accountant

State of New York 079517, State of Florida AC56318

Computer Skills / Software

Microsoft Office / Excel / Word / PowerPoint / SharePoint / SAP / GoSystem Tax / Lacerte / ProSystem fx / Access / Intacct / Sage / QuickBooks / Great Plains / Peachtree / MAS90 / Xero / Smartsheet / Sharefile / CCH / XCM / Document Management / Engagement / Gusto / Trade Gecko / Blue Jeans / Hubdoc / Bill / OnPay / Paywerx / Smartsheet / T-sheets / NetSuite / Power BI / Workday /

Community Involvement

Treasurer, Child Care Solutions, Inc. (2004-2010)

Treasurer, Before and After School Child Care on Location, Inc. (1990-2006)

Treasurer, Executive Women’s Golf Association (2012-2014)

Alumni Board, Lemoyne College (2005-2008)

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