Courtney R Lalone, CPA, CGMA
CFO
Matthews,NC
Summary
Talented Chief Financial Officer enthusiastic about developing policies, procedures and both short- and long-range objectives for High-Growth oriented companies. Resourceful and tech-savvy decision-maker. Expansion minded profesional versed in navigating complex financial challenges.
Overview
17
17
years of professional experience
2
2
years of post-secondary education
1
1
Certificate
Work History
Chief Financial Officer
Aeromed Group, LLC
Charlotte, NC
08.2021 - Current
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
- Prepared accurate financial statements at end of quarter to summarize financial health and performance of business.
- Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
- Managed and led direct reports to handle controllership, treasury and corporate finance functions.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Initiated back-and-forth communication to negotiate and approve contracts and agreements.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Devised benchmarks to align goals and strategies with underlying financials.
Principal - Assurance
Bernard Robinson & Company, PLLC
Charlotte, NC
09.2020 - 08.2021
- Developed and grew the Assurance practice in the Charlotte office. Added roughly $1m in new revenue in about 8 months.
- Lead, trained, coached 4 associates within the Charlotte office and 2 within the Greensboro office.
- Proactively assisted the tax Partners within the Charlotte office on all Accounting/GAAP and financial statement concerns impacting their tax clients.
- Provided consulting, advisory and CFO services to clients.
Partner/owner - Assurance Lead
LBA Haynes Strand, PLLC
Matthews, NC
11.2006 - 05.2019
- Managed day-to-day business operations within the Assurance department for the firm.
- Trained and motivated associates to perform quality business functions and assurance services.
- Started the Audit/Assurance practice and grew the business to revenues exceeding $3million. Responsible for 85% of all assurance clients/projects over 3 offices.
- Expanded the assurance service offerings into SOC 1 and SOC 2 audit services.
- Managed the firm's peer review process for 3 consecutive AICPA Peer reviews. All reviews passed.
Coporate Accounting/ Tax Manager
Carolina CAT
Charlotte, NC
05.2004 - 11.2006
- Assisted in managing audits of federal and state income tax and state and local filings.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Researched and analyzed tax developments and applications to specific business situations.
- Supported the Controller with all month end functions as well special projects.
Education
Bachelor of Science - Accounting
Central Michigan University
Mount Pleasant, MI 08.2000 - 05.2002
Skills
Documentation requirements
Certification
Certified Public Accountant, 32584
Timeline
Chief Financial Officer
Aeromed Group, LLC
08.2021 - Current
Principal - Assurance
Bernard Robinson & Company, PLLC
09.2020 - 08.2021
Certified Public Accountant, 32584
01-2007
Partner/owner - Assurance Lead
LBA Haynes Strand, PLLC
11.2006 - 05.2019
Coporate Accounting/ Tax Manager
Carolina CAT
05.2004 - 11.2006
Bachelor of Science - Accounting
Central Michigan University
08.2000 - 05.2002
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