Professional finance leader with extensive expertise in financial management, reporting, and strategic planning. Exceptional at fostering team collaboration and driving organizational success through effective budgeting, forecasting, and compliance. Highly adaptable, with strong analytical skills and deep understanding of corporate finance principles. Known for reliability, integrity, and results-driven approach in dynamic environments.
Overview
41
41
years of professional experience
Work History
Controller
Wright Investment Group
Lake Placid, New York
08.2025 - Current
Responsible for managing the daily operations of the accounting department and implementing and overseeing all activities relating to the financial aspects of the hotel in compliance with established SOPs and applicable laws. Responsible for Human Resources and payroll processing. Member of executive leadership team contributing to strategic and operational decision-making.
Vice President; CFO & COO
Nine Platt Hospitality Group
Plattsburgh, New York
10.2002 - 12.2023
Supervised operations for Ground Round Grill & Bars in Vermont and New York, Lindsey’s Cafe and Banquet Facility, Dinah J’s Bar and Best Western Plus hotel. Oversaw the fiscal and management operations of the company. Accountable for the administrative, financial, and risk management operations. Developed collaborative relationships with management teams while maintaining a culture consistent with core values of respect, integrity, teamwork, dedication and positive attitude. Achieve profit, sales and customer satisfaction goals by developing and implementing strategic plans.
Nine Platt Hospitality Group - Chief Financial Officer:
Direct financial activities of the company.
Prepared and summarized financial reports, ensuring compliance with all regulatory standards.
Conducted thorough audits to verify adherence to internal policies and accounting standards.
Processed tax-related documents, collaborating with an external CPA firm.
Worked cross-functionally to gather financial data, supporting various operational departments.
Prepared budget formulation and oversight, contributing to strategic financial planning.
Analyze expenses to identify potential savings, and enhance operational efficiency.
Collaborated with management to develop financial forecasts and performance metrics.
Established corporate economic strategies, objectives, and policies for the company.
Developed and oversaw the accounting, payroll, and human resources
General Manager - Best Western Plus:
Oversee all aspects of the 126-hotel-room operation, including guest relations, front desk, housekeeping, maintenance, team building, and staff development. Responsible for all phases of hotel management, including sales and marketing, human resources, and budgeting/forecasting. Empowering managers and staff to provide superior customer care to guests, associates and other visitors.
Set tools and objectives for all departments, and manage and direct all operations.
Devised and planned all capital expenditures, annual budgets, and forecasts; oversaw all volume and profit objectives, P&L, and operational strategies.
Meet budgeted goals with a heavy focus on RevPAR and ADR.
Oversaw the installation of a new Property Management System, Visual Matrix.
Create new programs in response to market conditions to enhance revenue.
Established significant training programs for each department, resulting in increased guest satisfaction.
Implement policies to protect financial assets as well as protecting safety of guests and employees.
Oversaw several PIPs, along with the budgeting and tracking thereof.
Financial/Business Manager
L.W. Carpenter & Associates
Plattsburgh, New York
04.2001 - 03.2002
Financial management of numerous businesses/corporations to include a hotel. Responsible for implementation and oversight of all accounting policies and procedures. Oversee all accounts receivables, payables, payroll, and tax returns. Responsible for compiling and preparing all monthly financial statements.
Accounting Supervisor, Grade B
Clinton County Department Of Social Services
Plattsburgh, New York
07.1999 - 03.2001
Functioning as both Accountant and Fiscal Manager, directly responsible for all accounting/fiscal policies and procedures. Responsible for ensuring that all State and Federal regulations were implement and adhered to. Supervise and perform various aspects of accounting to include compiling financial reports, oversee cash journal, bi-weekly payrolls and leave time for over 175 employees. Supervise direct accounting staff. Member of overall Management Team at DSS, aiding in decision making for agency as whole.
Assisted network engineer in designing accounting program.
Responsible for audits and compliance.
Develop and manage annual county budget more than $28.6 million, grants over $3.5 million and Medicaid expenditures more than $64 million.
Responsible for claiming and tracking more than $17 million annually.
Aid in preparation of grant funding proposals.
Analyze and project expenditures and revenues based on State and Federal budget changes, coordinate and process payments for over 5000 vendors.
Maximizing revenues and reducing costs through application of analytic skills.
Effectively communicate with 16 units within the agency to meet their needs.
Administrative & Ammunition Specialist
United States Army Reserve
Plattsburgh, New York
10.1984 - 03.1998
Served Active Duty as Ammunition Specialist during Desert Storm from January 1991 to June 1991 stations in Germany. Honorable Discharge-Veteran. As Administrative Specialist I was responsible for preparation of reports, overseeing personnel files, new member orientation and assisting Company Commander in all administrative matters. As Ammunition Specialist I was responsible for all aspects of ammunitions and storage, maintenance and shipment thereof.
Education
Bachelor of Science - Accounting
SUNY Plattsburgh
Plattsburgh, New York
05.1999
Associate of Applied Science - Paralegal
Herkimer County Community College
Herkimer, New York
05.1987
Skills
System deployment
Financial planning
Financial budgeting
Internal control management
Cash flow management
Financial data analysis
Organizational strategy development
Employee training
Team collaboration skills
Payroll administration
Risk assessment
Process evaluation
Accomplishments
Licensed NYS Realtor with Century 21
Veteran - United States Army
Army Achievement Medal-Operation Desert Storm
The Foundation of CVPH - Board of Directors and current Board Treasurer
United Way of the Adirondack Region Campaign Committee Member
SUNY Plattsburgh North Country Scholarship Committee Member