Results-oriented Chief Financial Officer bringing 20 years of experience in the transportation industry. Strong history of achieving both financial and non-financial business goals with effective controls and planning.
Overview
35
35
years of professional experience
Work History
Claims Manager
S&S Auto Transport
08.2023 - Current
Handled claims consistent with client and corporate policies, procedures, best practices and regulations.
Championed insurance claims process by providing expert knowledge and building positive, trusting relationship to support clients during challenging times.
Determined proper course of action for claims processing.
Documented and communicated timely claims information while supporting accurate outcomes.
Conducted day-to-day administrative tasks to maintain information files and process paperwork.
Researched claims and incident information to deliver solutions and resolve problems.
Synthesized data into comprehensive quarterly written reports for management.
CFO / HR Executive
Trent Enterprises LLC
09.2002 - 04.2023
Directed hiring and onboarding programs for new employees.
Maintained optimal staffing levels by tracking vacancies and initiating recruitment and interview processes to identify qualified candidates.
Structured compensation and benefits according to market conditions and budget demands.
Oversaw budgets, payroll, and accounts payable and receivable.
Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
Analyzed operational issues and implemented corrective action to maximize profits.
Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
Director of Financial Planning and Analysis
Barclaycard
03.2005 - 05.2006
Prepared internal and regulatory financial reports, balance sheets and income statements.
Developed strategic plans for day-to-day financial operations.
Analyzed business processes to identify cost savings and operational efficiencies.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Established and checked coding procedures, monitored reports and updated internal files.
Improved overall financial reporting by streamlining control processes and reporting structures.
Vice President of Financial Planning
Chase Card Services
03.1996 - 08.2004
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Clarified roles, responsibilities and expectations of staff.
Collaborated with senior management to develop strategic initiatives and long term goals.
Identified opportunities to improve business process flows and productivity.
Established performance goals for department and provided methods for reaching milestones.
Manager of Financial Analysis
Comcast
09.1992 - 03.1996
Complied with established internal controls and policies.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Developed strategic plans for day-to-day financial operations.
Analyzed business processes to identify cost savings and operational efficiencies.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Utilized financial software to prepare consolidated financial statements.
Improved overall financial reporting by streamlining control processes and reporting structures.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Senior Auditor
Deloitte & Touche
03.1991 - 09.1992
Consulted clients on internal control systems development and audit program improvements.
Prepared working papers, reports and supporting documentation for audit findings.
Completed audit papers by thoroughly documenting audit tests and findings.
Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
Identified management control weaknesses and provided value added suggestions for remediation.
Provided journal entries and performed accounting on accrual basis.
Senior Auditor
Parente, Randolph, Orlando, Carey & Associates
11.1990 - 03.1991
Consulted clients on internal control systems development and audit program improvements.
Prepared working papers, reports and supporting documentation for audit findings.
Completed audit papers by thoroughly documenting audit tests and findings.
Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
Identified management control weaknesses and provided value added suggestions for remediation.
Developed and implemented corrective actions to bring business areas in line with standards.
Senior Auditor
Laventhol & Horwath
08.1988 - 11.1990
Consulted clients on internal control systems development and audit program improvements.
Prepared working papers, reports and supporting documentation for audit findings.
Completed audit papers by thoroughly documenting audit tests and findings.
Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
Identified management control weaknesses and provided value added suggestions for remediation.
Developed and implemented corrective actions to bring business areas in line with standards.
Education
Master of Science - Business Administration
Widener University
Chester, PA
05.2001
Bachelor of Science - Accounting
Albright College
Reading, PA
05.1988
Skills
Compliance
Staff Recruitment
Analytical and Critical Thinking
Statistical Data Analysis
File and Database Management
Executive Management
Industry Expertise
Reporting Expertise
Timeline
Claims Manager
S&S Auto Transport
08.2023 - Current
Director of Financial Planning and Analysis
Barclaycard
03.2005 - 05.2006
CFO / HR Executive
Trent Enterprises LLC
09.2002 - 04.2023
Vice President of Financial Planning
Chase Card Services
03.1996 - 08.2004
Manager of Financial Analysis
Comcast
09.1992 - 03.1996
Senior Auditor
Deloitte & Touche
03.1991 - 09.1992
Senior Auditor
Parente, Randolph, Orlando, Carey & Associates
11.1990 - 03.1991
Senior Auditor
Laventhol & Horwath
08.1988 - 11.1990
Master of Science - Business Administration
Widener University
Bachelor of Science - Accounting
Albright College
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