Jimmy Lutz
Summary
Professional with focus on financial management and strategic planning, prepared for leadership roles. Notable achievements in optimizing accounting operations and driving financial initiatives. Valued for teamwork, adaptability, and financial acumen.
Overview
35
35
years of professional experience
Work History
Controller
Colonial RV
05.2020 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
- Provided insightful financial analysis to support executive team in making informed business decisions.
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
- Played key role in strategic planning sessions, offering insights based on financial analysis and projections.
- Reduced operational costs, renegotiating contracts with key suppliers and optimizing inventory levels.
- Negotiated favorable terms with financial institutions, securing loans and lines of credit that supported business growth.
Controller
Clarks Landing Marina
03.2019 - 03.2020
- Financial statement preparation for internal and external sources.
- Cash flow projections.
- Intercompany reconciliations for six entities.
- Maintain intercompany loans to pay off all maturing units to minimize external floorplan interest.
- Payroll processing and reconciliation including sales commissions and management incentive pay plans.
- Supervise the Finance department including all loans and reserve payments.
- Responsible for floorplan and banking relationships.
Loan Representative
Off Shore Financial
08.2018 - 03.2019
- Manage dealer relationships for NJ, MD and PA.
- Attain proper documentation for marine loan approvals.
- Coordinate closings and timely funding of loans.
Controller
C-Jam Yacht Sales Inc.
10.2012 - 08.2018
- Manage payroll processing for 28 employees.
- Work with executives to create annual budget and tracked actual expenses against projected expenses.
- Prepare external audit documentation and financial reports.
- Oversee daily financial functions, including accounting, payroll and financial reporting.
- Coordinate and manage external banks and floor plan companies.
- Prepare accurate financial statements at end of the quarter.
- Perform periodic budgeting/modeling to project monthly cash requirements.
- Supervise the sales department in which ranked nationally as a top ten dealer for all three product lines.
- Demonstrate an unwavering commitment to customer service, adding new customers while maintaining premium service for existing customers.
- Perform credit reviews and prepared credit applications.
- Verify accuracy of all material information on the credit application and submit to the lender providing the biggest reserve.
- Prepare all loan documents and boat documentation paperwork as necessary and submit for loan funding.
Controller
Waterfront Marine
04.2007 - 10.2012
- Oversaw daily financial functions, including accounting, payroll and financial reporting.
- Managed payroll processing for 32 employees.
- Prepared external audit documentation and financial reports.
- Management of floorplan relationships and retail bank relationships.
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
- Prepared accurate financial statements at end of the quarter.
- Collected and reported monthly expense variances and explanations.
Controller/General Manager
Sunbird RV/Camping Word RV
06.2001 - 04.2012
- Supervised 49-person dealership.
- Prepared external audit documentation and financial reports.
- Oversaw daily financial functions, including accounting, payroll and financial reporting.
- Supervised all daily activities of the dealership.
Asst. Controller/ Acct. Manager
Marine Max/ Suburban Boatworks
01.1990 - 06.2001
Education
Bachelor of Arts - Accounting
Stockton University
Pomona, NJ01.1990
Skills
- Cash flow analysis
- Fiscal budgeting
- Customer relations
- Proficient in IDS
- Proficient in Lightspeed
- Proficient in ADP applications
- Accounting and sales management
- Customer service
- Strong communication skills
- Bank Relationships
Timeline
Controller
Colonial RV
05.2020 - Current
Controller
Clarks Landing Marina
03.2019 - 03.2020
Loan Representative
Off Shore Financial
08.2018 - 03.2019
Controller
C-Jam Yacht Sales Inc.
10.2012 - 08.2018
Controller
Waterfront Marine
04.2007 - 10.2012
Controller/General Manager
Sunbird RV/Camping Word RV
06.2001 - 04.2012
Asst. Controller/ Acct. Manager
Marine Max/ Suburban Boatworks
01.1990 - 06.2001
Bachelor of Arts - Accounting
Stockton University
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