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
Quantitative analysis
Accounting principles
Financial Management
Strategic planning
Operational decision making
Business Development
Budgeting
Business planning
Teamwork and Collaboration
Staff Management
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