Certifications
CPACertified Public Accountant
CFAChartered Financial Analyst
CGMAChartered Global Management Accountant
Sector Experience
Financial Services
Bulge Bracket Investment Banks
Fortune 500
Experience
Members Trust Company
Accounting
CFO
7/2018 - 1/2020
Responsible for all aspects of finance and accounting, including board reporting, developed Power BI management reporting system, FP&A, and coordinating external tax and audit services. Implemented Concur AP and T&E systems. Supervised Information technology, Selected CRM solution.
North American Roofing, Inc.
Finance
CFO
7/2017 - 7/2018
Responsible for all aspects of finance and accounting, including FP&A, treasury, and coordinating external tax, audit, and ESOP valuation services. Implemented supply chain finance solution to improve working capital management, developed a complex cash flow model, coordinated bank relations and covenant compliance including borrowing base calculations. Coordinated with investment bankers on development of Confidential Information Presentation (CIP) in preparation for recapitalization.
Citigroup
Finance
VP of Finance
6/2013 - 7/2017
Managed finance process overhaul projects for the Global Process Ownership (GPO) function within the Global Controllers group. Coordinated with a cross-functional team including Balance Sheet Control, Treasury, and IT to develop innovative solutions for improving the effectiveness and efficiency of finance processes. Managed subsidiary controllers for a number of bank subsidiaries.
Fifth Third Bank
Finance
VP of Finance
8/2012 - 3/2013
Developed driver-based annual Plan and monthly Forecast for Central Florida, including all five major lines of business: commercial banking, business banking, retail branch banking, residential mortgage banking, and private bank.
Citigroup
Accounting
VP of Finance
12/2009 - 7/2012
Served as subsidiary CFO of two subsidiaries.
Dolphin Capital Management Inc.
Accounting
CFO
7/1999 - 12/2009
Responsible for all aspects of finance and accounting, including budgeting and coordination with external audit and tax providers. Conducted general business administration activities.
Arthur Andersen SC
Accounting
Senior Audit Associate
5/1995 - 7/1999
Planned, conducted, and supervised financial audits and prepared financial statements in accordance with U.S. GAAP.