Fort Myers Vice President
Resume:
C O N TACT
***************@*****.***
Fort Myers, FL 33919
phone
address
P R O F E S S I O N A L S U MMARY
Dynamic finance executive with over 30 years of
experience, including a pivotal role at Raymond James Financial. Proven expertise in financial strategy
development and analysis, alongside strong leadership in business process improvement. Successfully
implemented comprehensive financial strategies that optimized cash flow and profitability, fostering robust team collaboration and driving organizational growth. E D U C ATION
June 1970
Bachelor of Science (B.S.) in Accountancy
Florida State University, Tallahassee, FL, US
E X P E R I E N C E
August 1994 - September 2022
Vice President of Finance
RAYMOND JAMES FINANCIAL, Fort Myers, FL 33919-
8130, Florida
Directed strategic planning efforts that enabled
the organization to achieve its short-term goals
while positioning itself for long-term success.
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Revamped existing processes to streamline
operations while increasing efficiency.
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Provided leadership in developing corporate
vision, mission, values, and culture.
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Analyzed financial performance, identified areas
for improvement and developed actionable plans
to maximize profits.
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Provided guidance on complex accounting matters
such as revenue recognition, lease accounting and
stock compensation plans.
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Prepared presentations for board meetings
outlining key financial metrics.
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Maintained an up-to-date knowledge of industry
best practices related to corporate finance
activities.
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Supervised a team of finance professionals
responsible for accounts payable and receivable,
payroll, general ledger and tax filings.
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Participated in due diligence activities during
merger and acquisition transactions.
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Developed and implemented comprehensive
financial strategies to optimize cash flow and
profitability.
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Collaborated with executive leadership to develop
long-term strategic initiatives that support
organizational goals.
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Gave presentations at meetings and conventions
to promote services and offerings.
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Represented organization and promoted
objectives at networking events and trade shows.
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Directed, planned, or implemented policies,
objectives, or activities of organizations or
businesses for continuing operations, to maximize
returns on investments, or to increase
productivity.
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• Organized and approved promotional campaigns.
G R E G O R Y R A S M U S S E N
May 1983 - August 1994
Tax Manager
KPMG CPA's, Fort Lauderdale, FL
May 1978 - May 1983
Partner
Probe, Batson and Company CPA's, Fort Myers, FL
33919-8130, Florida
Prepared and presented business and operational
reports to inform stakeholders.
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Attended and participated in meetings of
municipal councils and council committees.
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Presided over and served on boards of directors,
management committees, and other governing
boards.
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Mentored and trained new employees on
company policies and procedures.
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Provided support for customers by addressing
complaints quickly and efficiently, displaying
exceptional customer service skills.
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Managed daily operations including scheduling
and budgeting, exhibiting excellent multitasking
capabilities.
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Prepared quarterly estimates of income taxes
payable or refundable based on analysis of
financial results.
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Created reports detailing estimated cash flows
from future years' operations for budgeting
purposes.
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Provided training sessions to staff members on
relevant topics such as US GAAP accounting
principles.
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Developed advanced problem-solving and critical
thinking skills to resolve complex business issues.
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Leveraged industry knowledge to provide strategic
advice on best practices for achieving
organizational objectives.
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Organized and managed multiple projects
simultaneously while meeting strict deadlines.
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Demonstrated excellent customer service skills by
addressing inquiries promptly, accurately, and
professionally.
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Created strong relationships with clients,
stakeholders, and team members through
effective communication and collaboration.
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Preserved loyal client base by establishing trusting alliances and fair billing practices.
•
Interpreted laws, rulings, and regulations for
individuals and businesses for legal matters.
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Researched pertinent legal issues to prepare
motions for filing in court.
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Generated significant revenue through client
acquisition, business development initiatives, and strategic partnerships.
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Developed and implemented strategic plans for
client acquisition and growth.
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Performed administrative and management
functions related to practice of law.
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Advised clients concerning business transactions,
claim liability, advisability of prosecuting, and
defending lawsuits and legal rights and obligations.
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• Negotiated settlements of civil disputes.
Interpreted laws, rulings, and regulations for
individuals and businesses.
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Acted as agent, trustee, guardian, or executor for businesses or individuals.
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Prepared, drafted and reviewed legal wills, deeds, patent applications, mortgages, leases, and
contracts.
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S K I L L S
• ERP system expertise
• Financial strategy development
• Financial analysis and reporting
• Business process improvement
C E R T I F I C ATIONS
• Certified Public Accountant
• Certified Financial Planner
• Life and Health Insurance Licenses
• Securites Licenses
VOLUNTEER E X P E R I E N C E
June 1994 - November 1994
Allocation Committee Lee County United Way, FORT MYERS, Florida January 1984 - December 1984
President Florida Institute Of CPA's-SW FL, FORT MYERS, Florida January 1983 - December 1983
President Lee County Estate Planning Council, FORT MYERS, Flor
C OMMUNITY S E R V I C E
January 1994 - December 1994
Treasurer Cape Coral Rotary Club, Cape Coral, Florida
• Maintained accurate records of all financial transactions, including cash receipts, disbursements, and transfers.
• Reconciled monthly bank statements and investments.
• Reviewed and controlled costs to optimize budget planning and results.
• Monitored cash flow activity on a daily basis to ensure sufficient funds are available for operations.
• Assisted in developing annual budgets by preparing revenue and expense projections.
• Ensured that all filing requirements were met in accordance with state regulations.
• Coordinated year-end audit activities with external auditors to ensure accurate reporting of financial results.
• Recommended changes in accounting systems or processes when needed. Developed and implemented financial policies and procedures to ensure fiscal responsibility and compliance with applicable laws.
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