Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Stuart Goodman, CPA

San Marcos,USA

Summary

Results-driven entrepreneurial leader with a CPA certification and MBA background. Extensive experience in various industries and international settings. Proven success in developing financial strategies aligned with company goals for sustainability. Strong business management, organizational, and accounting expertise. Focus on implementing continuous improvement processes through technical innovations for efficiency gains. Hands-on, detail-oriented leader with exceptional prioritization, communication, and analytical skills. Known for leveraging relationships to achieve successful project delivery. Analytical thinker with a passion for problem-solving and commitment to high-quality work while inspiring and motivating team members.

Overview

25
25
years of professional experience

Work History

Acting CFO

The Adventure Challenge
01.2023 - Current
  • Company Overview: Inspiring Human Connection through unique experiences - $39MM in Sales
  • Assist in formulating the company’s future direction through providing input on the company’s business plan, financial and tax strategies, budgeting, and forecasting.
  • Develop performance measures that support the company’s strategic direction.
  • Maintain relations with all members of the management team.
  • Manage the accounting, tax, and treasury departments.
  • Manage any third parties to which accounting or finance functions have been outsourced.
  • Oversee the company’s transaction processing systems.
  • Understand and mitigate key elements of the company’s risk profile.
  • Monitor all open legal issues involving the company, and legal issues affecting the industry; ensure that the company complies with all legal and regulatory requirements.
  • Report financial results to the Leadership team.
  • Monitor cash balances and cash forecasts; arrange for debt and equity financing.
  • Inspiring Human Connection through unique experiences - $39MM in Sales

Financial Controller

The Adventure Challenge
04.2022 - Current
  • Company Overview: Inspiring Human Connection through unique experiences - $39MM in Sales
  • Oversee Month End Close and Financial Reporting process.
  • Planning, directing, and coordinating all accounting operational functions including Accounts Payable, Accounts Receivable, General Ledger, Payroll, and Tax.
  • Develop and Maintain accounting policies and procedures.
  • Play an integral role in company growth and expansion into new markets and countries.
  • Design, implement and maintain process narratives, risk assessments, and internal controls compliant with SOX.
  • Continually challenge and improve processes and procedures aimed at automation, and efficiency.
  • Plan, organize and coordinate annual review process.
  • Inspiring Human Connection through unique experiences - $39MM in Sales

Assistant Controller

Attom DATA SOLUTIONS
07.2020 - 04.2022
  • Company Overview: Provider of Nationwide Property Real Estate Data - $40MM in Sales
  • Responsible for running Month End Close.
  • Create Journal Entries and Reconcile various Key accounts.
  • Review and approve journal entries and account reconciliations.
  • Provide month end reports for staff use.
  • Reduced close process from 45 to 15 days.
  • Prepare preliminary Financial Reports including Balance Sheet, and Income Statement for Parent and Subsidiary.
  • Provide month over month variance commentary.
  • Review Customer Contracts and Approve Sales orders to ensure proper revenue recognition in accordance with ASC606 requirements.
  • Create monthly revenue by customer report for 3000 customers.
  • Propose weekly check run for approval by Controller.
  • Audit Liaison for Interim and Year End Audit.
  • Integrated two acquisitions into accounting system.
  • Lead Sales Invoice Audit to ensure accuracy and completeness.
  • Present weekly Cashflow forecast to Senior Finance Staff.
  • Provide Ad hoc analysis for VP of Finance.
  • Supervise a staff of four accountants – Accounting Manager, Staff Accountant, AR Manager, and Junior Staff Accountant.
  • Reported to VP Accounting.
  • Provider of Nationwide Property Real Estate Data - $40MM in Sales

Accounting Manager

KBLED
12.2019 - 08.2020
  • Company Overview: Importer (from China) of LED Lighting
  • Perform all accounting monthly activities, Bank reconciliations, Accounts Receivable, Accounts Payable, journal entries and General Ledger.
  • Prepared company for year-end tax returns for several subsidiaries.
  • Developed Cash forecast to show cash deficits.
  • Reported to CEO.
  • Importer (from China) of LED Lighting

Controller

ROYALTYSHARE
12.2006 - 09.2019
  • Company Overview: Subsidiary of Sony Music Entertainment, wholly owned subsidiary of a public company that is a leader in selling software as a service product to the Music industry and Book Publishers.
  • Led integration of Royalty Accounting division of Sony Music Entertainment into company financials.
  • Contributed to the successful due diligence review during three mergers and acquisitions business transactions.
  • Presentation of financial reports and addresses accounting issues at Board meetings and Audit Committee meetings.
  • Developed and implemented Cash flow forecasting model using direct method.
  • Liaised with Insurance Broker for Risk Management issues, and maintained Banking relations.
  • Created beginning of month automated billing/invoices process to improve transaction processing.
  • Performed Accounting research and implemented new generally accepted accounting principles (GAAP).
  • Reconcile balance sheet accounts including Accounts Receivable and Accounts Payable.
  • Shared knowledge and grow employees, creating development opportunities wherever possible.
  • Spearheaded all aspects of outsourcing of Human Resources capability resulting in significant cost savings for healthcare, claims filing, and payroll processing.
  • Prepared documents for the US and UK Annual Audit and tax returns filing.
  • Facilitated and lead conversion of accounting ERP system from Quick Books to MAS90 to SAP.
  • Introduced process improvement resulting in reduced monthly closing from 7 to 3 business days.
  • Oversaw administration and internal and external financial statements reporting, developed and implemented timely and accurate monthly variance analytical review.
  • Improved General Ledger maintenance to include department, and industry segments allowing for accounting allocations.
  • Provided advice on strategic Business planning, financial data analysis on budget management, account analysis and forecasts.
  • Subsidiary of Sony Music Entertainment, wholly owned subsidiary of a public company that is a leader in selling software as a service product to the Music industry and Book Publishers.

Director – Financial Controls

SKINMEDICA
04.2000 - 12.2006
  • Company Overview: SkinMedica is a Specialty Pharmaceutical company with a skin care product line marketing to physicians - $46mm of sales in 2006. Company was award fastest 50 growth company in 2004.
  • Drove company growth and headcount from 10 to 120 employees.
  • Documentation of procedures and implemented internal controls policies to ensure compliance with Sarbanes-Oxley regulations.
  • Proactively mitigated risk by driving implementation of financial policies and controls.
  • Oversaw purchasing and payroll activity for staff.
  • Hiring, Training and coaching of staff to raised awareness of financial records and controls.
  • Participated in drafting of S1 for potential initial public offering, risk section and management discussion and analysis.
  • SkinMedica is a Specialty Pharmaceutical company with a skin care product line marketing to physicians - $46mm of sales in 2006. Company was award fastest 50 growth company in 2004.

Controller

SKINMEDICA
04.2000 - 12.2006
  • Company Overview: SkinMedica is a Specialty Pharmaceutical company with a skin care product line marketing to physicians - $46mm of sales in 2006. Company was award fastest 50 growth company in 2004.
  • Coordinating with Operations, implemented enhanced perpetual inventory system resulting in improved stock control.
  • Assisted with the recruiting of accounting staff.
  • Presented financial reporting and addressed accounting issues at Board meetings and Audit Committee meetings.
  • Scrutinized Pharmaceutical Revenue contracts and Pharmacy reports to ensure proper revenue recognition and regulatory compliance.
  • Evaluated revenue reporting approach and implemented improved reporting by salesperson, gross margin, product family and actual vs. budget by accountability.
  • Led the conversion of accounting systems from Quick Books to MAS90.
  • Prepared documents for the US Annual Audit and tax returns and sales tax filing.
  • Directed the activities of four accountants driving achievement of accounting functions.
  • SkinMedica is a Specialty Pharmaceutical company with a skin care product line marketing to physicians - $46mm of sales in 2006. Company was award fastest 50 growth company in 2004.

Education

Master of Business Administration - Accounting and Finance

William E. Simon Graduate School of Business Administration
Rochester, NY

Bachelor of Science - Economics

University of Rochester
Rochester, NY

Skills

  • Budgeting & Forecasting
  • Team Leadership
  • Strategic Planning
  • Financial Reporting
  • Process Design
  • Productivity Improvement
  • Statutory Reporting
  • Financial Control
  • US GAAP
  • IFRS
  • Cash Management
  • Excel
  • Word
  • Quick books
  • SAGE 100
  • NetSuite
  • Salesforcecom
  • Billcom
  • Blackline Systems
  • Yearli

Timeline

Acting CFO

The Adventure Challenge
01.2023 - Current

Financial Controller

The Adventure Challenge
04.2022 - Current

Assistant Controller

Attom DATA SOLUTIONS
07.2020 - 04.2022

Accounting Manager

KBLED
12.2019 - 08.2020

Controller

ROYALTYSHARE
12.2006 - 09.2019

Director – Financial Controls

SKINMEDICA
04.2000 - 12.2006

Controller

SKINMEDICA
04.2000 - 12.2006

Master of Business Administration - Accounting and Finance

William E. Simon Graduate School of Business Administration

Bachelor of Science - Economics

University of Rochester

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Stuart Goodman, CPA