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Reggie Alexis
CFO
Fort Lauderdale,USA
Work Preference
Summary
Exceptional Senior Accounting Executive with a proven record of establishing cross-functional partnerships. Innovative, global strategic leader driving operations within marketing, analytics and business development. Unique Abilities & Talents: Superb at keeping the morale up. In a realist sense I tackle what exists before us and I also bring truths and encouragement that will help bring a desired outcome. A collaborative and infectious spirit that births creative and tangible fund-raising milestones Consistent & high level of personal discipline to not be distracted from the “big picture”. And the same strength and competence to work in any day-to-day accounting tasks to walk staff through what the journey will look like. My strong leadership attribute is the personable skill set of influence that births an “ownership mindset” in staff for their respected areas. Advanced knowledge and practical use of excel that empowers staff. I create advanced ad hoc excel solutions that compliments ERP’s and creates an efficient workflow for staff involved. Exceptional nonprofit expertise that translates into a broad appreciation and understanding of the mission at hand. Clever presentation and communication style that feeds the palate of the CPA to the “non-accounting” board member.
Overview
17
17
years of professional experience
Work History
Co-owner/Property Manager
6:19 Investments, LLC.
Hollywood, FL
09.2009 - Current
- Harnessed social media platforms to engage potential tenants resulting in average occupancy rate of 92% - 93% for the last 5 years.
- Attract and retain exceptional vendor and stakeholder relationships.
- Timely and accurate financial records for all property management activity.
- Ensure proper and healthy communications lines with tenants and tenant expectations as per the lease agreement.
- Proper accounting for all capital improvements and needs.
- Establish the annual business spending plan and goals.
- Developed and implemented an organized system to track rent payment, property maintenance and maintenance expenses. Softwares such as Rent Manager.
Senior Vice President Finance
[ROBERT HALF] Camillus House, Inc.
Miami, FL
06.2022 - 07.2023
- Lead the process of an ERC tax credit to a gross $4M to support our daily “Soup Kitchen”. The “Soup Kitchen” saves the taxpayers of Miami Dade approximately $2.5M a year.
- Obtained the budgeted goal of 90% collection rate of client rent payments. This was tackled through implementing the digital payment solutions and reducing the manual pay options. I lead this implementation project through the software Rent Manager.
- Negotiated the federal Indirect Cost Rate from 16.16% to 16.34%. 1st increase in the last 7 years.
Interim Director of Finance
Kids In Distress
Wilton Manors, FL
09.2021 - 04.2022
- Full ownership of month-end closing procedure & audit schedule maintenance.
- Internal controls & process assessment and recommendation.
- FY20-21 audit preparation.
Audit & Finance Consultant
[ROBERT HALF] Scheck Hillel Community School
Miami, FL
08.2020 - 10.2021
- Serving alongside leadership with the independent auditing firm [MBAF]. Completion of 2 independent audits [FY18-19 & FY19-20] and 1 state level audit [StepUp].
- Partnering with a team of 4 and working alongside the Directors to assist in ensuring collaboration and cooperation within the databases.
- Partnering in enhancing the month-end process with customized audit schedules, robust procedures and workflow surrounding it.
Audit & Finance Contractor
Heritage Accounting & Tax Services
01.2020 - 10.2021
- Responsible for various IFRS 9, Financial Instruments applications across the bank, responsible for preparation of many quarterly and annual financial statement notes , reviewing financial statements of peer banks, advising senior leaders on the financial reporting implications of acquisitions, new products and changes to pension and health plans.
- Engagement planning, budgeting, assessing internal controls to properly plan and execute the audits. Present the financial results as well as any internal control related matters to management and those charged with governance.
- Performed several internal financial audits in the following areas: Retro Commissions, Revenue Recognition, Deferred Profit/EVA calculation, eIKE (in-house like-kind exchange lease program).
Chief Financial Officer
Cross International
Pompano Beach, FL
12.2018 - 12.2019
- 1st of the executive team hired for the new “start-up” environment. Strategically chosen to drive measurable value, contribute to long-term objectives and responsible for path of growth.
- Serve as lead in presenting the financial progress of the organization to the Board of Directors and key stake holders.
- Responsible for the completion of the annual audit with the regionally recognized CPA firm.
- Full administration and implementation of the annual budget [$8M cash, $100M in GIK].
- Custodian role and trend analysis for our Gifts in Kind [GIK] activity of $100M internationally. B2B process for our international partnerships. Accounting & internal control oversight for our 2 distribution centers.
- Oversee and lead all operations such as Finance/Accounting, IT, HR & Facilities.
- Accomplishments
- Completion of the annual audit review to a good standing with CPA firm – Batts, Morrison, Wales & Lee [BMWL].
- Negotiated the annual shared services agreement with the “sister company” [Cross Catholic Outreach] to a savings of $250K.
- Aggressively and efficiently implemented two database system for the new “start-up” environment; Sage Intacct & Giveffect. This in turn improved the confidence of our stakeholders.
Chief Financial Officer
Kids in Distress, KID Foundation, KID Preschool & Dental Clinic
Wilton Manors, FL
10.2014 - 12.2018
- 1st level of contact & rapport with all government grants and contracts [local, state & federal]. Funding institutions such as the Children Service Council, ChildNet & Broward County Administration.
- Includes leading all annual budgets, budget adjustments, and administrative reviews for each of the 18 funded programs.
- Responsible for the annual reconciliation of our Schedule of Expenditures of Federal Awards [SEFA] & single audit formerly known as A-133 audit. Also responsible for Medicaid billing review and audit.
- Superior to operations such as Facilities, Finance/Accounting, Programs Operations, IT & Kids Preschool Plus.
- Responsible for the accounting, trend analysis and presentation of our Endowment activity. I also served as the liaison between our senior investment manager for the $16M portfolio.
- Responsible for all financial and business strategy presentations to our Board of Directors. Stakeholders and executive staff.
- Direct oversight to our warehouse and retail store. B2C process for supporters of the organization. Responsible for staffing & sku management analysis alongside Director of the warehouse.
- Accomplishments
- Fully lead the ERP implementation & CRM development of Raisers Edge ensuring a robust reconciliation between Financial Edge, Luminate Online and Blackbaud Merchant Solutions. This allowed for timely impact reports provided throughout road shows & stakeholder visits.
- Fully lead the financial and operational analysis of our Family Counseling Center. This is an especially important program for our entire community. FCC provides confidential and professional counseling for children and families. As a result of the analysis conducted FCC increased productivity by approx. 30%. The driver behind this was the time assessment tool used by the department which aligned priorities within the hourly billing approach. Deficit within this program was reduced from ($34,735) to ($254,295) a 52% change. This program was to be closed by our Board of Directors but because of the improved financials the program stills exist to serve the community.
- Complete redesign of Accounts Receivable in collaboration with major funders such as Children’s Service Council, Childnet and Broward County Administration. This strategic redesign resulted in improving AR’s aging by 52%, from an average of 124 days to 60 days.
- Fully lead the strategic progress of our preschool [Kid Preschool Plus] & aftercare. I oversaw KPP’s tuition management, marketing, accreditation, facility maintenance & kitchen. Lead the process of upgrading our commercial kitchen and established our Federal Food program. Within 2 years we witnessed a 53% increase in enrollment from 75 to 115.
- Implemented a robust operational culture to align with expectations of the regionally recognized audit firm [Morrison, Brown, Argiz & Farra]. This audit firm alignment was the first for the organization since its existence in 1981.
Education
MBA - Executive MBA
Florida International University – School of Business
Miami, FL05.2019
Master of Science - Financial Economics
Carson Newman University – School of Business
12.2002
Skills
Executed efficient document creation and management using Microsoft Word, Excel, PowerPoint, and Adobe Acrobat Pro ,Achieved seamless payroll operations with ADP and Paychex while managing fixed assets through CS Fellowship ,Delivered accurate expense management solutions utilizing Billcom, Authorizenet, and PayPal
Timeline
Senior Vice President Finance
[ROBERT HALF] Camillus House, Inc.
06.2022 - 07.2023
Interim Director of Finance
Kids In Distress
09.2021 - 04.2022
Audit & Finance Consultant
[ROBERT HALF] Scheck Hillel Community School
08.2020 - 10.2021
Audit & Finance Contractor
Heritage Accounting & Tax Services
01.2020 - 10.2021
Chief Financial Officer
Cross International
12.2018 - 12.2019
Chief Financial Officer
Kids in Distress, KID Foundation, KID Preschool & Dental Clinic
10.2014 - 12.2018
Co-owner/Property Manager
6:19 Investments, LLC.
09.2009 - Current
MBA - Executive MBA
Florida International University – School of Business
Master of Science - Financial Economics
Carson Newman University – School of Business