Dedicated Chief Financial Officer familiar with financial decision making and company-wide policy development. Talent for overcoming operational issues and driving proactive improvements. Offering 11 years' experience in financial leadership.
Overview
10
10
years of professional experience
Work History
Chief Financial Officer
Meridian Services Group, LLC
05.2020 - Current
Increased cash flow by optimizing working capital management and reducing outstanding receivables.
Developed strategic financial plans to support company growth and achieve long-term objectives.
Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
Analyze operational issues and implemented corrective action to maximize profits.
Conduct detailed analysis of company financial information and oversaw preparation of related reports.
Oversee budgets, payroll, and accounts payable and receivable.
Senior Accountant
Pettigrew & Pettigrew CPA's
11.2013 - 04.2020
Prepared federal and state income tax returns for individuals, businesses, trusts, and estates.
Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
Stayed current on changing tax laws and regulations, ensuring accurate application of rules to client cases.
Evaluated potential tax credit opportunities for clients, maximizing savings through strategic application of available incentives.
Trained clients on QuickBooks to help make tax management easier.
Recorded, classified and summarized financial transactions and events in accordance with accounting principles.