Jeffrey M. Smith, CPA
Torrance,CA
Summary
Resourceful and goal-driven Chief Financial Officer leveraging 20+ years of experience to manage all aspects of financial operations. Expertise in accounting and budgeting, corporate taxes, nonprofit compliance, risk management, financial reporting and auditing. Demonstrated success in streamlining operations and increasing efficiency and growth.
Overview
27
27
years of professional experience
Work History
Business Advisory & Tax Services
Self Employed
04.2021 - Current
- Business advisory services, tax planning and preparation, Not-for-Profit compliance and consulting
- Assisted clients in navigating regulatory compliance challenges, reducing risk exposure, and avoiding potential penalties.
CFO
HealthView, Inc.
08.1997 - 03.2021
- Oversaw monthly, quarterly and annual financial reporting while developing annual operational budgets and 5-10 year projections
- Managed company-wide budgets, accounting, payroll, and all other financial operations
- Created and implemented best practices to standardize internal processes and procedures
- Supported company growth objectives by developing solid financial plans
- Formulated and delivered financial and budget reports for internal as well as external purposes
- Maintained internal controls and safeguards for revenues, costs, budgets, and expenditures
- Managed internal audits, risk assessments and compliance monitoring.
Education
Bachelor of Science - Accountancy
California State University - Long Beach
Skills
- Forecasting and Strategic Planning
- Finance & Treasury Management
- Nonprofit Governance & Compliance
- Board Reporting & Engagement
- Operational Controls & Management
- Managing IT Solutions
- Performance Management & Monitoring
- Tax Preparation and Research
Timeline
Business Advisory & Tax Services
Self Employed
04.2021 - Current
CFO
HealthView, Inc.
08.1997 - 03.2021
Bachelor of Science - Accountancy
California State University - Long Beach