Seasoned businessman, business advisor and corporate finance manager with broad experience in many different accounting fields. Focused my success upon building strong relationships, giving clear communication and solving problems. Familiar with financial statements and strong in all aspects of payroll.
Overview
27
27
years of professional experience
Work History
Director of Finance/Controller
Non-Profit Religious group
01.2026 - Current
Oversee all day-to-day accounting operations of accounting team
Develop and maintain internal controls and financial policies, ensuring security and confidentiality of organization
Prepare all financial reporting for board of directors
Manage the annual budgeting process
Strategic financial planning, forecasting and analysis of company
Maintain and improve financial processes to enhance reporting and efficiency
Manage relationships with financial institutions, including lines of credit and loans
Software: QuickBooks Enterprise online & Google Workspace
Business Advisor
Transworld Business Advisors
01.2022 - Current
Advise many different small business owners looking to retire, improve or sell their businesses
Exit planning and business evaluations are completed depending upon client requests
Reviewed financial statements, including balance sheets, chart of accounts, income statements, inventory, and tax returns
Compile all information into a Confidential Information Memorandum (CIM), including business evaluation database reports, SDE (seller’s discretionary earnings) calculation, financial statements, and any other financial information specific to the business
Qualify all buyers prior to releasing CIM, negotiate and manage deal through close
Daily communication between the buyer(s) and client throughout process, including due diligence assisting buyer, and leading entire process throughout the transaction
Business Owner
Smoothie King
01.2015 - 01.2021
Became 1st Indiana franchisee, starting with store in Fishers, then Carmel
Successfully built brand into an above average store within the first 2 years
QuickBooks Online accounting reports for my 2 stores, running P&L and Balance Sheet each month for corporate
ADP processed payroll for all staff, reviewed all timesheets and commissions prior to submitting payroll online for processing weekly
Hired all managers and staff for each store, ensured all cash and inventory were properly accounted for each day
Trained managers on procedures, POS system, cash management, weekly inventory, product ordering, emergency contacts. Weekly reviews of their financial reports and ensured they followed the expectations given
Complied with all franchise rules and regulations, including product changes and seasonal new promotions
Payroll Manager/Director
(4 publicly traded companies)
01.1999 - 01.2014
Effectively managed teams in payroll and benefits in large publicly traded corporations over 15 years starting in 1999 – 2014 in Indiana, Illinois and Arizona (5,000 – 50,000 employees). Worked for large outsourcing company (Hewitt Associates) from 2004 – 2008 running teams of 15 performing project work with clients converting to our HRIS systems (ADP, ORACLE/Peoplesoft and Cyborg). Effectively ensured successful project workflow.
Knowledgeable in employment law, Sarbanes-Oxley compliance, federal state and local tax withholding law, general corporate tax law
Made any general ledger entries for issues with payroll irregularities through the HRIS system and accounting program (Great Plains and Peoplesoft) Familiar with most Microsoft and Google products
Developed and maintained control over the payroll processes in accordance with finance department goals
Completed and filed all quarterly reports and annual reports, including W2s and SSA filings
Clear communication, transparency and effective leadership and resilience are the basis of my work ethic
Worked closely with departments (benefits, finance and others) to ensure accuracy and compliance with corporate and legal rulings. Budget input from payroll department, mainly when we expected growth and expansion
Director of Finance/Controller at GREEN TREE HOME SOLUTIONS/COMMERCIAL SERVICESDirector of Finance/Controller at GREEN TREE HOME SOLUTIONS/COMMERCIAL SERVICES