GREGORY RASMUSSEN CPA
Fort Myers,US
Summary
Dynamic finance executive with over 30 years of experience, including a pivotal role at Raymond James Financial. Proven expertise in financial strategy development and analysis, alongside strong leadership in business process improvement. Successfully implemented comprehensive financial strategies that optimized cash flow and profitability, fostering robust team collaboration and driving organizational growth.
Overview
44
44
years of professional experience
1
1
Certification
Work History
Vice President of Finance
RAYMOND JAMES FINANCIAL
08.1994 - 09.2022
- Directed strategic planning efforts that enabled the organization to achieve its short-term goals while positioning itself for long-term success.
- Revamped existing processes to streamline operations while increasing efficiency.
- Provided leadership in developing corporate vision, mission, values, and culture.
- Analyzed financial performance, identified areas for improvement and developed actionable plans to maximize profits.
- Provided guidance on complex accounting matters such as revenue recognition, lease accounting and stock compensation plans.
- Prepared presentations for board meetings outlining key financial metrics.
- Maintained an up-to-date knowledge of industry best practices related to corporate finance activities.
- Supervised a team of finance professionals responsible for accounts payable and receivable, payroll, general ledger and tax filings.
- Participated in due diligence activities during merger and acquisition transactions.
- Developed and implemented comprehensive financial strategies to optimize cash flow and profitability.
- Collaborated with executive leadership to develop long-term strategic initiatives that support organizational goals.
- Gave presentations at meetings and conventions to promote services and offerings.
- Represented organization and promoted objectives at networking events and trade shows.
- Directed, planned, or implemented policies, objectives, or activities of organizations or businesses for continuing operations, to maximize returns on investments, or to increase productivity.
- Organized and approved promotional campaigns.
- Prepared and presented business and operational reports to inform stakeholders.
- Attended and participated in meetings of municipal councils and council committees.
- Presided over and served on boards of directors, management committees, and other governing boards.
Tax Manager
KPMG CPA's
05.1983 - 08.1994
- Mentored and trained new employees on company policies and procedures.
- Provided support for customers by addressing complaints quickly and efficiently, displaying exceptional customer service skills.
- Managed daily operations including scheduling and budgeting, exhibiting excellent multitasking capabilities.
- Prepared quarterly estimates of income taxes payable or refundable based on analysis of financial results.
- Created reports detailing estimated cash flows from future years' operations for budgeting purposes.
- Provided training sessions to staff members on relevant topics such as US GAAP accounting principles.
Partner
Probe, Batson and Company CPA's
05.1978 - 05.1983
- Developed advanced problem-solving and critical thinking skills to resolve complex business issues.
- Leveraged industry knowledge to provide strategic advice on best practices for achieving organizational objectives.
- Organized and managed multiple projects simultaneously while meeting strict deadlines.
- Demonstrated excellent customer service skills by addressing inquiries promptly, accurately, and professionally.
- Created strong relationships with clients, stakeholders, and team members through effective communication and collaboration.
- Preserved loyal client base by establishing trusting alliances and fair billing practices.
- Interpreted laws, rulings, and regulations for individuals and businesses for legal matters.
- Researched pertinent legal issues to prepare motions for filing in court.
- Generated significant revenue through client acquisition, business development initiatives, and strategic partnerships.
- Developed and implemented strategic plans for client acquisition and growth.
- Performed administrative and management functions related to practice of law.
- Advised clients concerning business transactions, claim liability, advisability of prosecuting, and defending lawsuits and legal rights and obligations.
- Negotiated settlements of civil disputes.
- Interpreted laws, rulings, and regulations for individuals and businesses.
- Acted as agent, trustee, guardian, or executor for businesses or individuals.
- Prepared, drafted and reviewed legal wills, deeds, patent applications, mortgages, leases, and contracts.
Education
Bachelor of Science (B.S.) - Accountancy
Florida State University
Tallahassee, FL06.1970
Skills
- ERP system expertise
- Financial strategy development
- Financial analysis and reporting
- Business process improvement
- Quickbooks experience
- Payroll processing and payroll tax return experience
- GAAP and statement presentation
Certification
- Certified Public Accountant
- Certified Financial Planner
- Life and Health Insurance Licenses
- Securities Licenses
Community Service
Cape Coral Rotary Club, Treasurer, Cape Coral, Florida, US, 1994-01, 1994-12, Maintained accurate records of all financial transactions, including cash receipts, disbursements, and transfers., Reconciled monthly bank statements and investments., Reviewed and controlled costs to optimize budget planning and results., Monitored cash flow activity on a daily basis to ensure sufficient funds are available for operations., Assisted in developing annual budgets by preparing revenue and expense projections., Ensured that all filing requirements were met in accordance with state regulations., Coordinated year-end audit activities with external auditors to ensure accurate reporting of financial results., Recommended changes in accounting systems or processes when needed., Developed and implemented financial policies and procedures to ensure fiscal responsibility and compliance with applicable laws.
Languages
English
Native or Bilingual
Timeline
Vice President of Finance
RAYMOND JAMES FINANCIAL
08.1994 - 09.2022
Tax Manager
KPMG CPA's
05.1983 - 08.1994
Partner
Probe, Batson and Company CPA's
05.1978 - 05.1983
Bachelor of Science (B.S.) - Accountancy
Florida State University
Similar Profiles
Angela DukesAngela Dukes
Senior Client Service Associate at Raymond James Financial Services, IncSenior Client Service Associate at Raymond James Financial Services, Inc
CUODI R. CROMARTIECUODI R. CROMARTIE
Infrastructure Engineer at Raymond James Financial Services, IncInfrastructure Engineer at Raymond James Financial Services, Inc
Will LambWill Lamb
Financial Analyst Intern at Raymond James Financial GroupFinancial Analyst Intern at Raymond James Financial Group
Matias CalderonMatias Calderon
Server at Pine and Oak TavernServer at Pine and Oak Tavern
Vilay MoVilay Mo
Assembler/Tester Sr at Parker Hannifin Corp.Assembler/Tester Sr at Parker Hannifin Corp.