Greg Schmidt
Louisville,KY
Summary
Dynamic President with proven expertise in strategic planning, operational efficiency, and financial management. Drove organizational growth through effective budgeting and partnership development.
Overview
38
38
years of professional experience
Work History
President of Real Estate
The Koetter Group
Louisville, KY
03.2022 - 07.2026
- Spearheaded operational improvements, enhancing efficiency across divisions and optimizing resource allocation.
- Cultivated key partnerships to expand service offerings and drive business development efforts.
- Oversaw budget management, ensuring financial sustainability and responsible investment in growth opportunities.
- Directed strategic planning initiatives to align organizational goals with market demands.
- Mentored senior leadership, fostering a culture of collaboration and continuous improvement within the organization.
- Established governance frameworks to ensure compliance with industry regulations and best practices in operations.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Enhanced company performance by implementing strategic plans and overseeing daily operations.
- Drove revenue growth by expanding product offerings and identifying new market opportunities.
- Monitored financial performance and implemented measures to enforce compliance with budgetary standards.
Chief Financial Officer
The Koetter Group
Floyd Knobs IN
07.2012 - 03.2022
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Established key performance indicators to measure financial health and drive organizational performance improvements.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Provided mentorship to finance team, enhancing skill sets and promoting professional development within the department.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
- Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
- Prepared accurate financial statements at the end of the quarter to summarize financial health and business performance.
- Advised Board of Directors on strategic financial matters, providing insightful recommendations backed by thorough analysis.
- Spearheaded due diligence efforts for potential partnerships or joint ventures, securing mutually beneficial arrangements that supported company growth objectives.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.
- Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
- Ensured accurate financial reporting, maintaining compliance with GAAP, SEC regulations, and internal policies.
- Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
- Negotiated favorable credit terms with banks for increased borrowing capacity and reduced interest expenses.
Chief Financial Officer
T.E.M. Electric
Louisville, KY
08.2007 - 07.2012
- Developed and implemented financial strategies to enhance profitability and operational efficiency.
- Managed financial reporting, providing insights for strategic decision-making to executive leadership.
- Oversaw budgeting processes, ensuring alignment with corporate goals and resource allocation.
- Streamlined cash flow management, optimizing working capital and reducing financial risks.
- Led cross-functional teams in financial audits, enhancing compliance and accuracy of financial statements.
- Fostered relationships with stakeholders, negotiating terms that supported business growth initiatives.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Ensured accurate financial reporting, maintaining compliance with GAAP, SEC regulations, and internal policies.
- Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
- Negotiated favorable credit terms with banks for increased borrowing capacity and reduced interest expenses.
Controller
Leanhart Plumbing
Louisville, KY
09.2000 - 06.2007
- Prepared balance sheets, cash flow reports and income statements.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
Controller
Main Street Realty
Louisville, KY
09.1994 - 06.2000
- Reviewed internal controls, identifying weaknesses and recommending improvements to safeguard assets.
- Led audits in coordination with external partners, ensuring transparency and accountability in financial practices.
- Analyzed financial data to identify trends, supporting strategic decision-making for management initiatives.
- Collaborated with cross-functional teams to optimize resource allocation and enhance operational efficiency.
- Directed financial reporting processes, ensuring compliance with regulatory standards and enhancing accuracy.
- Oversaw budgeting procedures, aligning departmental goals with overall organizational objectives.
- Prepared Corporate and Family Tax Returns
Controller
Ehlers Dairy
Loudonville, NY
03.1993 - 08.1994
- Directed financial reporting processes, ensuring compliance with regulatory standards and enhancing accuracy.
- Oversaw budgeting procedures, aligning departmental goals with overall organizational objectives.
- Implemented cost control measures that streamlined operations and reduced excess expenditures.
- Mentored accounting team members, fostering professional development and improving departmental performance.
Staff Accountant
Paul Hans CPA
Louisville, KY
01.1989 - 03.1993
- Prepared and analyzed financial statements ensuring compliance with GAAP standards.
- Managed accounts payable and receivable, optimizing cash flow management.
- Assisted in tax preparation processes, enhancing accuracy and efficiency of filings.
- Developed and maintained Excel spreadsheets to track budgets and expenses effectively.
Education
Bachelor of Science - Accounting and Finance
University of Louisville
Louisville, KY05-1989
MBA - Executive Business
Bellarmine University
Louisville, KY12-2009
Skills
- Team leadership
- Project management
- Strategic planning
- Business development
- Financial management
- Budget management
- Contract negotiation
- Capital and resource management
- Operational excellence
- Stakeholder engagement
- Leadership team building
- Organizational leadership
- Innovation and creativity
- Corporate governance
Timeline
President of Real Estate
The Koetter Group
03.2022 - 07.2026
Chief Financial Officer
The Koetter Group
07.2012 - 03.2022
Chief Financial Officer
T.E.M. Electric
08.2007 - 07.2012
Controller
Leanhart Plumbing
09.2000 - 06.2007
Controller
Main Street Realty
09.1994 - 06.2000
Controller
Ehlers Dairy
03.1993 - 08.1994
Staff Accountant
Paul Hans CPA
01.1989 - 03.1993
MBA - Executive Business
Bellarmine University
Bachelor of Science - Accounting and Finance
University of Louisville