Dynamic CFO/Office Manager with a proven track record at Equity Management Resources of Baton Rouge, Inc., adept in financial strategy development and leading teams to exceed goals. Excelled in optimizing operational costs and enhancing financial health through strategic planning and cash flow management. Skilled in regulatory compliance and adaptability, achieving significant improvements in financial processes and management efficiency.
Overview
26
26
years of professional experience
Work History
CFO/Office Manager
Equity Management Resources, Inc.
06.2006 - 10.2024
Oversaw budgets, payroll, and accounts payable and receivable.
Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
Prepared accurate financial statements at end of month and year to summarize financial health and business performance.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Analyzed operational issues and implemented corrective action to maximize profits.
Facilitated successful real estate acquisitions by conducting thorough due diligence analyses and providing strategic guidance throughout the process.
Optimized working capital levels by closely monitoring accounts receivable/payable balances and taking appropriate actions as needed.
Delivered forward-thinking and bold insights to enhance business assets and report financial metrics.
Collaborated with legal, accounting and other professionals to review and maintain compliance with regulations.
Managed financial, operational and human resources to optimize business performance.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Bookkeeper/Executive Assistant
Maddox & Associates, APAC
07.1998 - 06.2006
Oversaw budgets, payroll, and accounts payable and receivable.
Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
Prepared accurate financial statements at end of month and year to summarize financial health and business performance.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Analyzed operational issues and implemented corrective action to maximize profits.
Facilitated successful real estate acquisitions by conducting thorough due diligence analyses and providing strategic guidance throughout the process.
Optimized working capital levels by closely monitoring accounts receivable/payable balances and taking appropriate actions as needed.
Delivered forward-thinking and bold insights to enhance business assets and report financial metrics.
Collaborated with legal, accounting and other professionals to review and maintain compliance with regulations.
Managed financial, operational and human resources to optimize business performance.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Education
High School Diploma -
East Ascension High School
Gonzales, LA
Skills
Cash Flow Management
Financial Process Improvement
Financial Strategy Development
Regulatory Compliance Knowledge
Adaptability to Change
Working capital management
Budget Development
Financial Reporting
Financial Administration
Documentation requirements
Strategic Planning
Financial Management
Business Administration
Management Team Leadership
Executive Leadership
Employee Coaching
Human Resources
Balanced Work Ethic
Goal Setting
Software: Yardi, Quickbooks, Microsoft Office and Excel