Looking for executive level financial or operational roles in land acquisition, development, and/or construction of residential and commercial properties. I would prefer to stay in Central Florida, but am open to discuss relocation opportunities.
FINANCIAL & OPERATIONS MANAGEMENT PROFESSIONAL
Specialization in Accounting, Finance, and Project Management
A Certified Public Accountant with over fifteen years of experience in accounting and financial matters in public and private companies, as well as practice in public accounting and project management
 Performed duties of a Chief Financial Officer with corporate accounting, finance negotiations, company and asset acquisitions, and management experience. Hands-on leader with expertise in Strategic Planning, Valuation and Forensic Financial Analysis, Negotiations, Quality Management, Promoting Process Improvement, Vision, Accounting Systems Development, Fiscal Management and Financial Reporting. Proven record of developing and implementing financial and operational controls that improve P&L performance.
 Knowledgeable in GAAP; Sarbanes-Oxley; strategic and financial issues as related to forecasting and analysis; contracts and acquisitions; continuing education focusing primarily on accounting, development, taxes, and management aspects in multiple industries. Proven record of upholding proper standards to control risk and maintain integrity.
 Multiple industry experience as CPA, consultant and employee. Industries include: manufacturing (plastics, light machinery, electrical, and medical equipment), doctor’s practices and medical offices, publishing (books, periodicals), restaurants, retail, real estate (development, construction, residential, vacation, hospitality, and amenity).
 Perform well in individual or team environments as evidenced by experience in acquisitions as well as developing departmental staff into cross-functional strengths. Participation and speaker on two committees (Water Smart and Government Affairs) with the Orlando HBA. Positions held as a board member, Supervisor, and Vice-Chairman on numerous Homeowner Associations and Community Development Districts have provided many opportunities to work with both business and public interests.
PROFESSIONAL KNOWLEDGE and SKILLS
RESOURCES Global Professionals – Orlando, Florida 2007- Current
A publicly held global consulting firm in accounting, finance, human resources, change management, and information technology areas focused on Fortune 500 companies.
Consultant
• Evaluated client accounting needs and provided services from forensic auditing to financial statement classifications that uncovered $6 million in double billings from vendors
• Assisted client through first audit after an IPO on the London AIM Exchange. Worked through several FASB issues for new IPO client ranging from purchase accounting matters to FIN46 consolidation issues
• Developed disaster recovery and continuity planning program for client
• Performed substantial GAAP and FASB research to draft appropriate accounting policies
• Provided financial, accounting, and internal controls direction to CFO and other management to assist client in savings of hundreds of thousands in additional costs and taxes
David Weekley Homes - Orlando, Florida 2005-2007
A department of a national private construction firm focused on real estate acquisitions and land development operations in support of driving net income through cost savings, asset allocation, and sales of excess residential and commercial property.
Acquisition Manager / Financial Analyst
• Located, purchased, and supervised development of over $13 million in land assets in three communities through negotiation and contract creation by the extensive use of demographic analysis, market research, site visits, and working with attorneys and construction personnel
• Developed monthly land meeting with area land owners and developers to create sources
• Established strategic direction of acquisitions for a five-year land plan
• Prepared Pro-forma information to analyze and determine viability of multi-million dollar deals
• Prepared take-offs and budget analysis for evaluation of financial feasibility for due diligence purposes and future evaluation of budget to actual costs
• Performed project management functions of project selection, contract negotiation, critical path evaluation, requesting bids (RFP), vendor selection priorities, evaluating proposals, developing schedules, issuing contracts, site evaluation of completed in place work, authorization of payments, governmental meetings, and developed HOA documentation
Lennar Homes/US Home - Orlando, Florida 2000-2005
A division of a national publicly held construction firm focused on real estate acquisitions, land development, and sales throughout Central Florida operating through multiple forms of entities such as joint ventures, VIE’s, and wholly owned projects as an independent profit center. Division supported the full scope of real estate including acquisition, entitlements, development, and operations of amenities, golf courses, residential, and commercial property.
Land Division Controller
• Supervised budgeting and job costing of over $500 million in development across Florida
• Created financial models and forecasts for projected revenues of nearly $1 billion
• Over $100 million annual P/L forecast for the annual and rolling 12 month performance
• Developed and promoted banking relationships involving negotiation of terms and working with Account Executives, attorneys, and loan committees to establish nearly $200 million in loans for several joint ventures and third party owned operations
• Performed Treasury duties in excess of $150 million for third parties; key contributor in setting up and operating Community Development Districts with over $30 million in public bond debt
• Responsible for implementation and maintenance of accounting policies and procedures with an effectiveness that earned a zero point audit (highest level possible - with a commendation from the Audit Committee) - Achieved standards consistent with Sarbanes Oxley 404
• Demonstrated experience in Business Development and RONA, Margin Analysis, Prepared Pro-forma information (which included revenue recognition and time value of money)
• History of driving business to improve processes and performance – necessary to successfully close monthly books on several joint ventures, and subsidiary entities such as clubhouses, golf courses, and other Variable Interest Entities (VIE’s) on timely basis for Corporate Reporting for internal and SEC requirements
• Developed a staff of thirty administrative, accounting, and operational personnel
• Reviewed all land purchase, sales, and joint venture contracts for accuracy and best terms
Schumacher Homes, Inc. – Canton, Ohio 1998-2000
A large private construction firm focused on real estate acquisitions, land development, and homebuilding in Ohio, Indiana, Pennsylvania, and North Carolina primarily as a custom builder using a production methodology. Corporate offices supported the full scope of real estate including acquisition, development, and operations of single and multi-family housing as well as a plant that manufactured construction components.
Corporate Controller / CFO
• Created systems for cash management to forecast key points of cash flows
• Oversaw all financial functions, Prepared Forecasts, Treasury Management, Risk Assessments, Capital Acquisitions for an $80 million company
• Established over $20 million in lending and operational facilities to grow the company from less than 100 units to over 450 in under three years. This required working with external auditors, bankers, underwriters, loan committees, vendors, and subcontractors
• Hire, Train, Supervise, and Terminate employees (direct and indirect total of 150+ associates)
• Instrumental in conversion to a new computer information system – both hardware & software
• Saved over $150,000 by negotiating down Federal and State tax settlements
• Established the (401k) retirement plan for the Company, and negotiated new benefit plans
• Performed Purchasing Manager functions negotiating new contracts to save on costs
• Performed capital purchase functions in construction of new office building, FFE, security and A/V systems, and new computer and software implementation
The 415 Group (fka S.R. Arner & Co. CPA’s) - Canton, Ohio 1996-1998
A regional CPA firm providing tax, consulting, change management, information technology, and attestation services focused on high net worth individuals and multiple industries.
Staff Accountant
• Clients ranged from manufacturers, publishers, restaurants, doctors and medical practices, construction, interior design, and individuals
• Performed as an interim controller for clients
• Saved over $1 million for one client in an acquisition of a company by evaluating Balance Sheet for undisclosed assets/liabilities
• Saved my clients millions of dollars through careful tax planning and using all available tax options to my client’s benefit
• Developed billing methodology which transferred into a 40% growth in revenue for client
• Assisted clients with development of business plans to provide bankers with needed data to establish new financing commitments
• Prepared Individual, Partnership, and Corporation tax returns, Performed Review and Audit procedures for clients
• Instituted new software applications and accounting systems for clients
• Saved clients time and money with general bookkeeping procedure implementations and troubleshooting accounting software systems (including entire history rebuilds)
Akro-Plastics, Inc. - Kent, Ohio 1995-1996
Three distinctly different companies (plastics manufacturing, emergency medical products manufacturing and distribution, and public warehousing) operating under a holding company.
Accounting Manager
• Transformed nearly bankrupt company into a profitable position in just four months
• Discovered millions of dollars in billing errors through forensic accounting
• Negotiated with vendors and banks for extended terms to allow for reorganization
• Established new lines of credit with bank and international letters of credit to expand company’s product line by importation of new engineered products from China
• Performed all accounting and property management duties necessary for two manufacturing companies and a public warehouse facility
• Direct report to CEO
Dayspring Ventures, Inc. - North Canton, Ohio 1994-1995
Twelve distinctly different companies operated through a venture capital operation. Corporate office provided all accounting, finance, tax, human resource, and risk management for entities.
Accountant / Controller
• Performed various accounting duties for 12 distinctly different companies (including manufacturing, development, construction, restaurant, day care center, advertising, finance and leasing)
• Responsibilities included: Internal Auditing, Quarterly/Monthly Financial Statements, Cash Management, Budgets and Cash Projections, A/P, A/R, Bank Reconciliation, Purchase Orders, Tax and Insurance filing, software implementation, payroll, and personnel and property management functions.
EDUCATION and CERTIFICATION
• Keller Graduate School of Management, MBA with Distinction 3.99/4.0 and certification in Project Management. Focuses in Project Management and Accounting.
• Walsh University, North Canton, Ohio, BA Accounting G.P.A. 3.6/4.0, Magna Cum Laude
• CPA - State of Ohio Licensed
• Member of the AICPA, FICPA, ACFE, and the Ohio Society of CPA’s
• Technology Literate: Accounting programs: J.D. Edwards, Quickbooks, Peoplesoft (only payroll and HR functions), MAS90, Great Plains, Solomon, Buildsoft, FAST, Prosystem FX, and Windows applications such as: Excel, MS Project, Word, Outlook, PowerPoint, Lotus 1-2-3, and AmiPro.
• Florida Certified Stormwater Management Inspector
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