Kelley C. Van De Ven
Hampton,VA
Summary
With over 25 years of finance/accounting experience and expertise, my scope of experience includes that of the international shipping industry and logistics, manufacturing, and government/defense contracting. In addition to completing the Treasury Management Program at the University of North Carolina, I have obtained my Bachelor's Degree in Business Administration with a Major in Accounting and a Master's Degree in Accounting from Old Dominion University. I sat for and passed the CPA exam in 2003 and became licensed in Virginia shortly thereafter.
Designations include:
CPA (Certified Public Accountant) currently licensed to practice in Virginia.
CGMA (Chartered Global Management Accountant)
MSA (Master in the Science of Accounting)
Overview
30
30
years of professional experience
Work History
Chief Financial Officer
Advantage SCI, LLC
10.2022 - Current
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Directed budget development, budgetary controls, and recordkeeping to make informed financial decisions.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
- Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.
- Increased cash flow by optimizing working capital management and reducing outstanding receivables.
- Championed effective communication between finance personnel and other departments to facilitate cross-functional collaboration on projects and initiatives.
- Ensured accurate financial reporting, maintaining compliance with GAAP, DCAA, FAR, DFARS regulations, and internal policies.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Managed financial, operational and human resources to optimize business performance.
- Represented organization at industry conferences and events.
Chief Financial Officer/Senior Vice President
BlueForce, Inc.
04.2018 - 08.2022
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Carried the company in preparation to be one of the industry's first CMMC-certified government contractors, as well as preparation and readiness for ISO27001 certification.
- Increased revenue by assisting with operations management, sales and marketing efforts.
- Used Costpoint to prepare monthly reconciliation of bank accounts and take corrective actions on deviations.
- Monitored budget, revenue and variance trends for $43M company, regularly apprising CEO of company's financial standing.
- Increased profits over $6M by delivering investment management and financial planning services to customers to aid long-term goals, obtaining Federal Employee Retention Credit and taking advantage of PPP loan and subsequent forgiveness.
- Mitigated process gaps and managed financial, operational functions.
Chief Financial Officer
Power Mechanical, Inc
04.2014 - 04.2018
- Manage Accounting Department and all functions therein (8 direct reports to include Controller, Treasury, Collections, Billing, Accounts Payable, Accounts Receivable, Payroll, HR, Audit/Reconciliations)
- Produce/Review/Analyze Monthly Financials
- Audit Purchasing functions
- Maintain banking relationships
- Secure Financing for company acquisitions, division startups, equipment, IT upgrades, etc
- Manage/maintain financials and all accounting data for other related entities (7 entities set up as LLCs which acted as flow through entities to the owner/primary shareholder of Power Mechanical, Inc.) to include financing, reporting, entity creation, etc.)
- Write, review, maintain all operating procedures
- Member of safety committee, legal committee
- Manage reporting/filing/tax reporting and related deadlines (to include payroll, AP, IFTA, DEQ, HR, Financial)
- Manage/Supervise annual audit/review/tax returns performed by external CPA firm
- Manage/File BPOL filings, taxes, business licenses for various jurisdictions
- Plan Administrator for 401K
- Manage property/casualty insurance renewal
- Manage annual benefit and health insurance renewals
- Accomplishments:
- Upon my arrival at PMI (Power Mechanical, Inc.) the financials were 4 skeletal pages stapled together
- I personally pulled together appropriate financials that included cash flow analysis, graphics, tax analysis, etc
- That resulted in a bound 40+ page (not to include addendum) financial statement
- Researched and utilized software capabilities that were not being used (such as, landed costs, fixed assets, HR module, budgeting)
- Wrote accounting procedures and standardized forms for HR and accounting
- Updated employee manual
- Successfully managed primary financial institution transition which provided additional growth/financing/credit line opportunities
- Created plan to save company over $200K annually in overhead costs
- Saved company over $10K annually in external use of CPA firms for services (functions brought in-house and reduced time needed for audits/reviews
- Successfully negotiated abatement of penalties for sales tax audits related to period prior to my arrival
- Brought fixed asset accounting in-house as opposed to third party CPA firm as it had been previously performed
- Set up EFTPS abilities to pay vendors electronically as opposed to checks
- Oversaw budgets, payroll and accounts payable and receivable.
Controller
U.S., South America Zim, Shipping
01.2008 - 01.2014
- Manage (both directly and indirectly) 11+ staff members to include senior staff members, supervisors/managers and various accounting departments to include Assistant Controller, General Ledger Accounting, Agent/Sub-agent Accounting, Disbursement Accounting
- Managed both Accounts Receivable and Accounts Payable until organization restructure in 2013
- Yearly budget construction and administration (included monthly budgetary reporting for U.S., Jamaica, Brazil, Argentina, Canada, Panama, Venezuela)
- Financial Reconciliations and reporting to include accruals/amortizations/bank reconciliations/fixed asset management
- Supervision of annual audit (via public accounting firm) for financial statement and external tax return preparations
- Preparation of 1099-R, 1099-MISC, 1096 and 945 tax filings
- Preparation of and/or oversight of supporting schedules for sales tax, franchise tax, 1120, 1120F and other corporate tax returns (including audits from external sources and returns - both federal and multi-state)
- Writing of practices/procedures for processes within finance department
- Implementing/monitoring internal controls ensuring ISOX/Sarbanes compliance
- Financial forecasting, cost/benefit analysis
- Accomplishments:
- Played key role in software implementation to SAP ERP/Finance software (including problem solving within and outside of finance department, training new users, obtained categorization of "Super User"
- Successfully maintained position of Controller for area headquarters and oversight finance departments in 8 U.S
- Locations, and other locations in Canada, Central America, Caribbean
- Wrote variety of procedures (control and instructional) that are still in use today
Controller and Director of HR
Dominion Terminal Associates
01.1995 - 01.2008
- Monthly financial statements (internal and external)
- Full charge cost accounting, general ledger, financial
- Implementing/monitoring of internal controls
- Financial forecasting, financing modeling, cost/benefit, sensitivity, regression analysis
- Managed all functions of accounting (GL/AP/AR/PR) and human resources
- Prepared monthly, quarterly, annual tax returns to include 720, 940, 941, Sales/Use, 1061, FUTA, SUTA
- Plan Administrator for 401K and Money Purchase Pension Plan
- Annual budget construction, administration and reporting
- Performed all financials reconciliations
- Supervision/coordination of annual audit (via public accounting firm) for financial and benefit plans
- Supervision of accounting staff, safety department and administrative support staff
- W-3/W-2 preparation
- Managed property, liability, worker's compensation insurance renewal - risk management
- All human resource functions including training, discipline, etc.
Education
CPA - Certified Public Accountant Designation -
BSBA – Bachelors of Science Business - Administration, Accounting
Old Dominion University
MSA - Master of Science - Accounting
Old Dominion University
Chartered Global Management Accountant Designation Hold current CPA License to practice in State of Virginia - undefined
Post-Graduate Certificate - Strategic Leadership
Harvard Business School
07.2023
Skills
- Adaptable to Changing Conditions
- Document Organization
- Client Assessments
- Proactive and Focused
- Staff Recruitment and Hiring
- Financial Controls
- Business Relationship Management
- Operational Reporting
- Cost Data Analysis
- Internal and External Audit Support
- Social Perceptiveness
- Audit Preparation and Response
- Management of Financial Resources
- Variance Analysis
- Financial Software
- Problem Anticipation and Resolution
- Employee Training Oversight
- Monthly Reconciliations
- Revenue Forecasting
- Sales Support
- Financial Reports
- Prioritizing and Planning
- Compliance Assessments
- Regulatory Documents
- Digital Tools
- Financial Transactions
- Bookkeeping Procedures
- Accurate Recordkeeping
- Linear Regression
- Closing Procedures
- Correspondence Writing
- Revenue Recognition
- Revenue Growth
- Month-End Documentation
- Predictive Models
- Raising Capital
- Conflict Management
- Account and Ledger Reconciliations
- Vendor Liaising
- Collections and Invoice Processing
- Payroll Administration
- Collections Actions
- Cash Consolidation
- Loss Mitigation
- Typing and 10-Key Entry
- Word Processing
- Tax Return Preparation
- Local Tax Returns
- Administrative Operations
- Litigation Support
- Business Intelligence Gathering
- Spreadsheet Tracking
- Auditor Assistance
- Insurance Negotiation
- IRS Regulations
- Asset Control
- Professional Relationships
- HRIS and HRMS
- Internal Controls and Reporting Systems
- Risk Mitigation Strategies
Accomplishments
- United Way Coordinator for Company 4+ years
- Successfully navigated sales/use tax audit with minimal effect on company
- Successfully played key part in setup and transition to accounting software (Great Plains and Deltek Costpoint)
Affiliations
- American Institute of Certified Public Accountants (AICPA), Virginia Society of CPAs (VSCPA), Society of Human Resource Management (SHRM), American Payroll Association (APA)
Timeline
Chief Financial Officer
Advantage SCI, LLC
10.2022 - Current
Chief Financial Officer/Senior Vice President
BlueForce, Inc.
04.2018 - 08.2022
Chief Financial Officer
Power Mechanical, Inc
04.2014 - 04.2018
Controller
U.S., South America Zim, Shipping
01.2008 - 01.2014
Controller and Director of HR
Dominion Terminal Associates
01.1995 - 01.2008
BSBA – Bachelors of Science Business - Administration, Accounting
Old Dominion University
MSA - Master of Science - Accounting
Old Dominion University
Chartered Global Management Accountant Designation Hold current CPA License to practice in State of Virginia - undefined
CPA - Certified Public Accountant Designation -
Post-Graduate Certificate - Strategic Leadership
Harvard Business School
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