Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Additional Information
Timeline
Hi, I’m

LEONARD TERRY

CFO & Public Accountant
Groveland,FL
Business opportunities are like buses, there’s always another one coming.
Richard Branson
LEONARD TERRY

Summary

Available For: Contract, Full Time, Part Time or Temporary Full-Time engagements - prefer 75% work at home.

Positions:

  • President
  • VP of Finance
  • CFO
  • Controller
  • Senior Accountant
  • Accounting Manager
  • Bookkeeper
  • Accounts Receivable Collections
  • Payroll Specialist, Investment Property Analysts
  • Tax Preparer (CPA firms / Colonial Tax & H&R Block)
  • Bank Compliance Liaison and many other tasks and duties in the financial realm

Strengths:

  • Driving business analytics initiatives
  • Data analysis and reporting
  • Creating meaningful management reports through advanced extensive Excel spreadsheet knowledge
  • Strong interpersonal skills
  • Developed many excellent financial systems with complex spreadsheets.
  • Construction job cost estimating, budgeting and tracking of actual costs per job and cost code including variance reporting
  • Property management and analyzing net present value, return “of” and return “on” (IRR, Internal Rate of Return) of commercial real estate holding and potential acquisitions
  • Enhanced knowledge and application of QuickBooks, Peachtree, Xero Software
  • Annual Taxes
  • Bank Reconciliations
  • Accounts Receivable Collections,
  • Financial Analyst
  • Web Design
  • Real Estate Acquisitions
  • Commercial or Residential Property Management
  • Construction Cost Estimating and Corporate System Development

Other Talents:

  • Real Estate Development Acquisition Analysis
  • Business Plans
  • Website Design and Website Marketing
  • Brochure and Flyer Preparation

Advanced skills with Microsoft Products:

  • Word
  • Excel
  • PowerPoint
  • Publisher.
  • Web Design programs utilizing Dreamweaver and WordPress

Work History Summary:

  • Highly Goal-oriented and focused
  • CFO, Controller
  • Accounting Manager
  • Real Estate Property Manager
  • Real Estate Acquisition Specialist.

Demonstrated track record of leading the preparation and analysis of internal and external financial reporting and financial compliance reporting. Proven expertise in day to day bookkeeping, accounting, payroll preparation, income and payroll tax returns and income tax planning. Proven staff trainer, motivator, hiring and supervision of subordinates. Experienced in all types of entities driving efficiency and productivity through evaluation of financial management systems and implementation of process improvements. A seasoned and talented leader from “hands-on” to directing highly skilled financial management teams to support the overall achievement of corporate goals, objectives and strategies Core Competencies include but are not limited to: Construction Accounting Tax Planning/Preparation Financial Analysis, Construction Job Cost Controls Budget Variance Reports Business Legal Documents Marketing Real Estate Master at Excel / Word FL Real Estate Broker Marketing & Sales Cash Management Job Cost Budgeting Cost Reductions Obtain Bonding Lien Procedures Property Management Joint Venture Structures Mortgage Brokering FL Quick Books Expert Technology Integration Regulatory Compliance Efficiency Improvements Bonding Compliance AR / AP Collection Computer Accounting Systems Maximizes Earning Potential GRI Real Estate Designation Financial Executive and Business Consultant with proven experience in business development, from startup to $15,000,000 in annual revenues. Offering keen financial acumen to lead businesses to profitability in both lean times and periods of growth. Known for excellent recruiting, hiring and managing high-performance teams. Experienced in finance and accounting, operations, supply chain and human resources. Industrious Chief Financial Officer versed in compliance, documentation, reporting and auditing. Demonstrated success in streamlining operations and increasing efficiency. Prepared to leverage 45 years of experience to support operations in new role with any well funded organization needing financial guidance. Influential Broker with outstanding negotiation and communication talents. Adept at developing effective marketing plans to promote properties and drive sales. Assists sellers in locating residential properties to meet needs and supports completion of all necessary paperwork. Outgoing Real Estate Broker with exceptional talent connecting with buyers and sellers on personal levels. Proven success over 40 years in industry. Expertly negotiate contracts, track housing trends and deliver advice to provide satisfactory outcomes on both sides of deals.

Overview

39
years of professional experience
1
Certification

Work History

CFO Accountant Concierge Services

CFO, Accountant
01.2015 - Current

Job overview

  • Tax Preparer, Web Designer, Excel Data Analyzer
  • Certified Accounting System and Payroll Advisor for Xero On-Line Accounting Software and QuickBooks On-Line Accounting Software and Registered IRS Tax Preparer
  • Accepting engagements for clients who require CFO level expertise but can not afford overhead burden of full time CFO
  • Services range from set-up of new clients on either QuickBooks or Xero On-Line accounting system, bookkeeping, accounting, payroll tax preparation, payroll tax forms filing, income tax consulting and preparation, web design, website implementation, Excel spreadsheet analysis and more.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Used advanced software to prepare documents, reports, and presentations.
  • Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
  • Evaluated and improved financial records to make important business decisions.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Leveraged finance knowledge to strengthen controls and improve transparency.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Modified comprehensive reporting to reflect changing financial structure.
  • Gathered financial information, prepared documents, and closed books.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
  • Reviewed business operations and obligations to help organization function at acceptable level.
  • Researched technical tax issues to define tax effect or impact of certain tax positions.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations
  • Oversaw budgets, payroll, and accounts payable and receivable
  • Gathered financial information, prepared documents, and closed books
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports
  • Improved data collection, financial analysis and financial modeling to optimize practices and retain customers
  • Itemized taxpayer expenses to identify maximum adjustments, deductions and credits
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping
  • Analyzed operational issues and implemented corrective action to maximize profits
  • Handled day-to-day accounting processes to drive financial accuracy

Terry Real Estate Services, PLLC

Real Estate Broker
02.2021 - Current

Job overview

  • Helped clients navigate transactions, complete paperwork and finalize sales or purchases. Successful at closing 25 transactions in less than two years.
  • Evaluated properties for potential salability and pricing.
  • Cultivated strong relationships with agents, lenders and title companies.
  • Conducted competitive market analysis to determine optimal pricing for properties.
  • Advised clients on mortgage and housing conditions to identify successful properties and promote customer satisfaction.
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Negotiated purchase contracts and lease agreements to establish maximum value for clients.
  • Arranged for inspections and surveys of sold properties.
  • Provided guidance and consultation to clients to make well-informed decisions in real estate investments.
  • Generated lists of properties for sale, locations, descriptions and available financing options.
  • Developed successful marketing strategies to promote properties and maximize exposure.
  • Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
  • Liaised between property owners and prospective buyers to facilitate purchase and transfer of ownership.

OMNICRETE INTERNATIONAL, INC

CFO / Controller
01.2002 - 02.2017

Job overview

  • Directed financial organization and marked the patented system and financial management functions including monthly/quarterly financial statements, financial forecasts, administrative and job cost budgets
  • Oversee general accounting functions, job cost variance reports, including
  • Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
  • Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
  • Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
  • Maximized year-end tax benefits by efficiently managing cash flows.
  • Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
  • Reviewed documents and data to give accurate presentations and forecasts to upper management.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
  • Oversaw accounts payable and receivable operations for [Type] business with $[Amount] in monthly expenses.
  • Reviewed processes and procedures to guide program implementation and optimize auditing.

LEONARD R TERRY

CFO / Controller
01.1998 - 01.2002

Job overview

  • Prepared financial reports, developed budgets, and performed variance analysis in accordance with business plan for several construction organizations on contract basis
  • Compiled periodic financial reporting packages for senior management and carried out internal audits to ensure regulatory compliance for lenders and bonding companies and operational efficiency/accuracy for upper management
  • Built and led teams in carrying out special projects
  • Key Achievements:
  • Taught marketing and promotion techniques to clients and real estate brokers and agents
  • Secured performance bonds for 35 million-dollar commercial HVAC contractor for 3 high school projects
  • Doubling bank lines of credit in five weeks for 35 million-dollar HVAC contractor
  • Implemented and installed integrated computerized construction accounting system for contractors focusing on management by exception and compliance reporting
  • Successfully enhanced tracking and monitoring of construction AIA progress draws for multimillion-dollar homes in upscale developments and commercial projects
  • Successfully identified and recommended enhancements of computer upgrades of 31 million-dollar residential HVAC and electrical contractor
  • Successfully enhanced payroll controls for 350-employee contracting company
  • Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
  • Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Maximized year-end tax benefits by efficiently managing cash flows.
  • Reviewed documents and data to give accurate presentations and forecasts to upper management.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Used Quick Books Desktop and On-Line version and other proprietary software to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.

APPLIED BUILDING SYSTEMS, INC

CFO / Controller / Real Estate Broker
01.1993 - 01.1998

Job overview

  • Closed and prepared monthly financial statements and audit reports
  • Performed monthly accountreconciliations and monitored general ledger transactions
  • Ensured compliance, accuracy andintegrity of financial information in support of overall business objectives
  • Key Achievements:
  • Successfully organized and set up corporation and implemented computerized systems
  • Increased productivity levels by providing key contributions toward automation ofaccount reconciliation processes and streamlining documentation flow throughout theorganization

MACHIN DESIGN BUILDERS

Controller / Real Estate Broker
01.1990 - 01.1993

Job overview

  • Carried out CFO and Controller duties of a single-family residential builder
  • Key Achievements:
  • Spearheaded organizational set up
  • In one year took builder from an office located in ½of contractor's personal garage in residence to a fully operational contracting company indowntown Palm Coast, FL including purchasing and implementation of accountingsystem and hiring all office staff
  • Set up and organized a full-service real estate organization supporting new homeconstruction sales for the parent construction company in the capacity of a Floridalicensed real estate broker
  • LEN TERRY – PROFESSIONAL RESUME
  • Page 4
  • Career Experience Continued
  • Consistently met deadlines while demonstrating strong analytical and problem-solvingskills to achieve corporate objectives for both companies

JA MYERS BUILDING AND DEVELOPMENT, INC

Controller
01.1987 - 01.1990

Job overview

  • Successfully carried out Controller duties of a single family residential builder, residential landdeveloper, insurance company and real estate company
  • Key Achievements:
  • Spearheaded and successfully implemented the installation of a computer system for a12 million-dollar multi organizational business
  • Supervised and directed an accounting staff of 15 highly proficient accounting andbookkeeping staff

DUSCO PROPERTY MANAGEMENT, INC, PARK

Accounting manager / Controller
01.1984 - 01.1987

Job overview

  • Successfully carried out Accounting Manager and Controller duties of the largest “under roof”mall in Pennsylvania
  • Key Achievement:
  • Spearheaded and successfully implemented a “percentage rent calculation”compliance report that yielded hundreds of thousands of dollars in additional rentfrom mall tenants
  • Supervised and directed an accounting staff of 8 highly proficient accounting andbookkeeping staff
  • Implemented a compliance reporting system and audit reports for mall tenantstransmitting financial tenant data
  • LEN TERRY – PROFESSIONAL RESUME
  • Page 5
  • Career Experience Continued

Education

The Pennsylvania State University (Penn State)
Middletown, PA

Bachelor of Arts from BA With Majors in Accounting, Economics & Finance
03.1973

Skills

  • Active Listening
  • Public Address Presentation
  • Energy Solutions
  • Corporate Tax Returns
  • Develop Business Structures
  • Articulate Communication
  • Balanced Work Ethic
  • Equity and Debt
  • Financial Management
  • Business Consulting
  • Profit and Loss
  • Business Forecasting
  • Approachable and Outgoing
  • Reporting Expertise
  • Check Disbursement
  • Employee Motivation and Performance
  • Innovative and Visionary
  • Liquidity Management
  • Mission and Vision
  • GAAP Principles
  • Project Oversight
  • Analytical and Critical Thinker
  • Business Administration
  • Public Accounting
  • Risk Management
  • Documentation Compliance
  • Monthly Reconciliations
  • Risk and Mitigation Analysis
  • Raising Capital
  • Corporate Strategy and Development
  • Accounting Principles Understanding
  • Budgeting and Variance Analysis
  • Monitoring Expenditures
  • Statistical Data
  • Expectation Management
  • Defining Company Vision
  • Corrective Actions
  • Strategize Plans
  • Operational Analysis
  • Leadership and People Development
  • Joint Venture Development
  • Sales Growth
  • Operational Management
  • Expanding Territories
  • Results Orientation
  • Trends Monitoring and Forecasting
  • Cash Flow and Reconciliation
  • Market monitoring
  • Sales-savvy
  • Real estate law
  • Financing requirements
  • Promotion and advertising
  • Rental management
  • Home sale negotiation

Accomplishments

  • AR/AP, account reconciliation, and cash management while evaluating and integrating newapplications
  • Develop highly skilled accounting and financial management team to achieveestablished objectives
  • Interact with the Board of Directors and investors concerning financialforecasts and reports
  • Key Achievements:
  • Set up accounting system with job cost controls utilizing QuickBooks
  • Establishment of Real Estate companies for purchasing land for customers
  • Set up implemented marketing strategies with great success
  • Designed and implemented website
  • Achieved Certification of building technique for DOE ‘Energy Star”; DOE “Building
  • America”; FPL “Energy Star”; USGBC “L.E.E.D
  • Certification levels
  • Spearheaded implementation of technology that improved tracking reducing operatingexpenses 25%
  • Strategically restructured financial reporting processes in accordance with organizationalchanges for two entities
  • Spearheaded budgets and variance reporting saving tens of thousands of dollars per job
  • Formulation and implementation of short term and long-term goals

Certification

Certified Xero On-Line Accounting System AdvisorXerox On-Line Payroll CertifiedCertified QuickBooks Advisor (Pending)

Affiliations

Licensed Public Accountant – PennsylvaniaLicensed Real Estate Broker – Florida (BK 3000276)Licensed Mortgage Broker – FL (Inactive)Member of National Association of RealtorsMember of Florida Association of RealtorsGraduate Realtor Institute – GRI

Additional Information

I am primarily seeking a consulting, work from home with up to 50% office time. I am retired, with extensive energy and drive with a passion for applying my decades of expertise. My strong industry experience is construction, mortgage lending and real estate but through my CPA years and other Public Accounting experience have afforded me experience and knowledge in all industries.


If you are seeking a very seasoned professional to assist you in bringing your business to the next level of growth, I am ready to take on anything you need help with.


Len Terry

Timeline

Real Estate Broker

Terry Real Estate Services, PLLC
02.2021 - Current

CFO, Accountant

CFO Accountant Concierge Services
01.2015 - Current

CFO / Controller

OMNICRETE INTERNATIONAL, INC
01.2002 - 02.2017

CFO / Controller

LEONARD R TERRY
01.1998 - 01.2002

CFO / Controller / Real Estate Broker

APPLIED BUILDING SYSTEMS, INC
01.1993 - 01.1998

Controller / Real Estate Broker

MACHIN DESIGN BUILDERS
01.1990 - 01.1993

Controller

JA MYERS BUILDING AND DEVELOPMENT, INC
01.1987 - 01.1990

Accounting manager / Controller

DUSCO PROPERTY MANAGEMENT, INC, PARK
01.1984 - 01.1987

The Pennsylvania State University (Penn State)

Bachelor of Arts from BA With Majors in Accounting, Economics & Finance
LEONARD TERRYCFO & Public Accountant