Summary
Overview
Work History
Education
Skills
Accomplishments
2001 Boy Scouts of America Conclave Administrator
Languages
Timeline
Generic

J. Lee Addison

New Orleans,LA

Summary

Seasoned Chief Financial Officer focused on helping companies accomplish missions and drive growth. Offering keen financial acumen to lead businesses to profitability in both lean times and periods of growth. Expansion-minded professional versed in navigating complex financial challenges as well as Business Consultant with proven experience in business development

Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.

Overview

28
28
years of professional experience

Work History

Chief Financial Officer

Lopez-Addison Therapy, LLC
01.2017 - Current


  • Financial planning: Overseeing the company's financial planning and accounting, including budgeting and risk management
  • Financial reporting: Ensuring the company's financial reports are accurate
  • Strategic planning: Developing strategic plans to improve the company's financial health
  • Cash flow: Monitoring cash flow and ensuring the company has sufficient cash flow to sustain growth
  • Investment decisions: Deciding where to invest company funds
  • Capital structure: Overseeing the company's capital structure and financing options
  • Business improvement: Driving business improvement initiatives, such as cost reduction, procurement, and pricing
  • Communication: Communicating with the CEO, board, and top team about the economics of the organization

Chief Executive Officer

PowerHouse Mortgage Brokerage
04.1997 - 01.2009
  • Leadership: Develops and executes strategies for the company's growth, and leads the organization in achieving its goals
  • Operations: Oversees all aspects of the business, including operations, finance, marketing, and human resources
  • Communication: Serves as the main point of communication between the board of directors and corporate operations, and represents the company to the public
  • Culture: Develops and maintains the company's culture and mission
  • Risk management: Assesses and minimizes risks to the company
  • Financial management: Oversees the budget and ensures the company's financial health
  • Compliance: Ensures the company complies with all relevant laws, regulations, and corporate governance requirements

Education

Bachelor of Arts - Journalism And Mass Communication

New Mexico State University
Las Cruces, NM
01-2015

Skills

  • Strategic financial planning
  • Financial Management
  • Financial Reporting
  • Performance metrics analysis
  • Budget Development
  • Reporting skills
  • Risk Management
  • Fiscal Management
  • Business Forecasting
  • Strategic Planning
  • Documentation compliance
  • Debt Management Expertise

Accomplishments

  • Supervised team of 23 staff members.

2001 Boy Scouts of America Conclave Administrator

Troop and Scoutmaster of the year, Troop 233.

Languages

Catalan
Limited Working

Timeline

Chief Financial Officer

Lopez-Addison Therapy, LLC
01.2017 - Current

Chief Executive Officer

PowerHouse Mortgage Brokerage
04.1997 - 01.2009

Bachelor of Arts - Journalism And Mass Communication

New Mexico State University
J. Lee Addison