CFO/Controller
Resume:
John Puleio
Wellington, FL ***14
******@*********.***
Accomplishments
• Created OB Contract Process to stop unbilled deliveries
• Created budgets and forecasts ranging from $5 million to $50 million
• Created, implemented, and/or improved consolidated financials
• Cut expenses for food services and plant operations saving 20%
• Established financial controls to cut costs from 10% to 30% for several businesses
• Proficient in cost accounting, break-even analysis, and cost-benefit analysis
Experience
Ob/Gyn Specialists of the Palm Beaches
May 2005 to July 2009
CFO 40 Providers: 7 locations
Successfully managed Accounting and Billing/Collection Departments: focus on Medicaid, Medicare, and private insurers for all outgoing electronic claims. Several successful software conversions for payroll, general ledger, accounts payable, and electronic claims. All Accounting functions include general ledger, inventory, in-house payroll, bank reconciliations, financial statement consolidations for 10 office locations and 2 corporate entities. Tax return filing and compliance included UCT-6, 940s, quarterly 941s, quarterly sales tax returns, and annual county tangible property taxes.
The Dental Team
June 2002 to May 2005
Controller 18 Providers: 6 locations
Accounting, Finance, and Human Resources functions including general ledger, payroll and the compilation of consolidated financial statements. Successfully implemented a software conversion for all Accounting functions.
Drug Abuse Foundation
November 2001 to June 2002
Director of Finance and Budget $12 Million Non-Profit
Accounting functions including payroll, general ledger and financial statement preparation and presentation to a Board of Directors. Additionally, responsible for campus operations which included maintenance and food services for all residents. Instrumental in the coordination of a $1.2M loan draw for a new residential treatment facility.
STS Holdings
October 2000 to October 2001
Controller 6 Entities, $50 Million Revenue
Accounting functions of this Aviation mechanic staffing company which consisted of 900 employees in multiple states. This included general ledger, payroll and financial statement consolidation for 6 corporate entities. Filed quarterly 941s and multi-state unemployment taxes.
Magnetherapy, Inc.
December 1998 to October 2000
Controller $10 Million Manufacturer and Wholesaler
Accounting, Inventory, Quality Control, Human Resources, and Customer Service functions for this therapeutic magnet company. Accounting responsibilities included payroll, general ledger, product inventory, financial statement preparation and presentation to the Board of Directors. Implemented and managed temporary staff of 50 to 75 to package and ship to several CVS retail outlets in New England. Developed and maintained relationships with domestic and Hong Kong suppliers.
Smilin’ Jack’s Marina
February 1997 to October 1998
Controller $5 Million Revenue
Managed all Accounting and daily operations of a small marina. Accounting responsibilities included payroll, general ledger, and financial statement preparation. Successfully oversaw the construction of a new service dock, the introduction of a fishing boat product line.
U.S. Lending Corporation
June 1995 to January 1997
Controller $20 Million Loan Portfolio
Sub-Prime Auto Finance Company. Accounting and finance included payroll, general ledger, and financial statement preparation. Prepared and analyzed the loan portfolio for the company to be sold. Responsible for creating customized reports that were to be presented to the bankruptcy court periodically.
State Street Bank
July 1987 to July 1994
Account Manager
Responsible for all Accounting and Trading reporting functions for several large mutual fund clients. Trading included long-term equities, bonds, and short-term commercial paper.
Software Experience
Exact Software, Quickbooks Enterprise, Cognos Report Writing, Crystal Reports, AllScripts, Microsoft Great Plains, ADP Payroll, Wisetrack Inventory, and Microsoft Office.
Professional Associations and
MGMA, Florida MGMA
Education
Palm Beach Atlantic University, MBA
Suffolk University, BSBA
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