STEVEN MCCORD
Pembroke Pines,FL
Summary
TURBO TAX LIVE LEAD - Certified Public Accountant with over 30 years proven expertise in applying accounting and tax principles across
a variety of industries and individual tax situations. Adept at guiding teams, and ensuring organizational effectiveness, training and establishing internal controls, while serving as a trusted advisor to stakeholders. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable, successful at managing multiple priorities with a positive attitude. Seeking to take on added responsibilities as a Seasonal Manager to help meet the goals of Intuit.
Overview
21
21
years of professional experience
1
1
Certification
Work History
TURBO TAX LIVE EXPERT / TURBO TAX LEAD
Intuit
11.2021 - 04.2024
- Self-motivated, with strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in team setting, providing support and guidance.
- Excellent communication skills, both verbal and written.
Chief Financial Officer
ULTRA MUSIC FESTIVAL FAMILY OF COMPANIES
02.2010 - 05.2019
- Engaged as member of executive cabinet reporting to CEO and Board of Directors
- Formulated financial strategy and direction for Finance, HR, and Administrative Operations across family of corporations domestically and internationally
- Governed budget of $40 million, while overseeing 2 direct reports (Finance Director and Office Manager) to manage company's profitability and growth
- Guided leadership team through strategic oversight at all levels of organization to establish and manage SOPs, investment, tax, audit, treasury, and key deliverables, ensuring achievement of company objectives
- Transformed seven years of financial backlog and critical records across 5 entities in collaboration with banks, tax accountants, and stakeholders; stabilized shareholder relations, compliance, and financial solvency
- Led implementation of all financial systems, procedures, and workflows through best practices to structure and support growth of single annual music festival to family of 9 production entities across 6 continents
- Partnered with executives, stakeholders, and legal counsel to support accounting and budgeting requirements; ensured vendor/artist payments and account reconciliations for events across N
- America, S
- America, Europe, Africa, Asia, and Australia
- Optimized all internal procedures for AP, AR, bank reconciliations, reporting, cash management, corporate filings, payment approvals, document filing, audit preparation, and biweekly/monthly payroll
- Established all functions related to forecasting, cash flow projections, budgeting, reporting, financial statements, review, and monthly/annual closings; prepared presentation of summaries for Shareholders
- Conceptualized, developed, and led company to acknowledge adoption of systemic, open-door, and transparent frameworks between internal divisions to align accounting and financial operations
- Partnered with Legal and Payroll PEO Vendor to initiate and establish compliant HR policies and employee documentation; mitigated critical elements of company's risk profile through reliable control systems.
Chief Financial Officer
COMMERCIAL CAPITAL RESOURCES GROUP
07.2006 - 10.2009
- Reported to Managing Stakeholders and oversaw $82 million portfolio to execute all Accounting and Finance Operations for multi-million-dollar private Equity and Commercial Lender
- Immersed in vision and mission to execute staff succession and growth plans for systems, workflows, and improvement protocols; established funding process, monthly collection standards, and quarterly reporting
- Excelled at guiding and mentoring teams to drive internalization of financial systems, technology, risk management, and legal operations
- Served as an internal POC and trusted advisor for all HR payroll, benefits, and on-boarding operations for staff; liaised with internal department heads on all accounting, HR, & administrative related questions
- Develop, manage, and evolve appropriate processes and controls for transactions to and from retail investors and borrowers; properly account for transactions related to origination and repayment of real estate loans
- Designed financial management reports to communicate results and open items to company executives and stakeholders, providing details on variances from a multi-million-dollar corporate budget
- Formulated and directed all accounting functions for A/R, A/P, reconciliation, reporting and disclosures, cash management, annual/quarterly filings, payroll, and tax preparation procedures
- Partnered with State Department of Revenue for annual audit review process and maintained required documentation to ensure compliance with relevant federal and state securities laws
- Interfaced and maintained key relationships with executives, stakeholders, divisions, and external vendors to maintain cohesive communication, service deliverables, and ensure risk management.
Audit Manager, Litigation and Valuation
AMERICAN EXPRESS TAX AND BUSINESS SERVICES
10.2003 - 05.2006
- Under oversight of Managing Partner and Senior Audit Partner, led and supervised teams of Staff and Junior Accountants in planning and execution of engagements related to audits, tax preparation, reviews, appraisal valuations, and litigation support initiatives
- Demonstrated impact and influence within South Florida office to partner in a national initiative to establish and deploy structured model to ensure Sarbanes-Oxley compliance throughout American Express organization
- Selected as Subject Matter Expert assigned to initiate and lead implementation of internal control and audit testing requirements; promoted as lead facilitator to travel across US and Europe from concept to delivery
- Incorporated advanced proficiency in data, market, and trend analysis to inform strategies; created metrics, drove accountability for delivery of outcomes within business
- Served as trusted advisor to executives and key business leaders in successful implementation of division-wide audit and litigation engagement activities, ensuring completion of SLA's and client satisfaction
- Guided junior staff efforts throughout business valuations, audit process, and litigation proceedings, ensuring efficiency and reporting deadlines; managed travel, reports, and KPIs for the team.
Education
Bachelor of Science (BS), in Accounting -
University of North Florida
Jacksonville, FL05.1992
Master of Business Administration (MBA) -
University of North Florida
Jacksonville, FL12.1991
Dual Degree - Bachelor of Science (BS), in Management and (BS), in Marketing -
Florida State University
Tallahassee, FL05.1984
Skills
- Strategic Vision & Influence
- Financial Management
- Executive Direction
- Full Lifecycle Accounting
- Financial Modeling & Reporting
- Business Valuation
- Litigation Support
- Budgeting & Forecasting
- Risk Management
- Internal Controls
- Asset Management
- Cash Flow Analysis
- Strategic Growth Plans
- Internal/External Auditing
- Corporate/Individual Tax
- Continuous Improvement
- Forensic Accounting
- Portfolio Management
- Public Accounting
- Sarbanes-Oxley
- GAAP
- Microsoft Word
- Excel
- PowerPoint
- Outlook365
- QuickBooks
- ADP Payroll
- Great Plains
- Peachtree/Sage50
- Problem-Solving
- Customer Service
- Multitasking
- Problem Resolution
- Teamwork and Collaboration
- Friendly, Positive Attitude
Certification
- CGMA – Certified Global Management Accountant | American Institute of Certified Public Accountants
- CFF – Certified in Financial Forensics | American Institute of Certified Public Accountants
- ABV– Accredited in Business Valuation | American Institute of Certified Public Accountants
- CVA – Certified Valuation Analyst | National Association of Certified Valuation Analysts
- CPA – Certified Public Accountant | American Institute of Certified Public Accountants
- NOTARY – Notary Public, State of Florida | Florida Department of State
- Excel CEO – Certified Chief Excel Officer | ExcelCEO.com
Timeline
TURBO TAX LIVE EXPERT / TURBO TAX LEAD
Intuit
11.2021 - 04.2024
Chief Financial Officer
ULTRA MUSIC FESTIVAL FAMILY OF COMPANIES
02.2010 - 05.2019
Chief Financial Officer
COMMERCIAL CAPITAL RESOURCES GROUP
07.2006 - 10.2009
Audit Manager, Litigation and Valuation
AMERICAN EXPRESS TAX AND BUSINESS SERVICES
10.2003 - 05.2006
Bachelor of Science (BS), in Accounting -
University of North Florida
Master of Business Administration (MBA) -
University of North Florida
Dual Degree - Bachelor of Science (BS), in Management and (BS), in Marketing -
Florida State University
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