Financial Officer Resume Samples

Description :

1. Holding a high-ranking management position in this privately held company having revenues of $200mm with the focus in the improving of all accounting and financial support and help the corporation continue IT growth, expansion in the U.S market.
2. Leading the way during the largest downturn in the corporation's history with a forecasted downturn in the industry and problems within the department.
3. Self-taught how to use SQL and MS Visual Studio to develop new reports and improve staff efficiencies.
4. Providing leadership, direction, and guidance in financial and technical strategies and priorities.
5. Evaluating the needs, and determining the financial resource requirements and goals.
6. Structuring, planning and coordinating the capital financing alternatives and development of plans of finance for various projects or programs
7. Reviewing and monitoring the various debt requirements for the City and analyzes cost/benefits applicability.
8. Providing regular updates to senior management
9. Assuring the integrity of the financial work products, processes, and procedures to safeguard the company's assets.

Experience

10+ Years

Level

Consultant

Education

MBA

Description :

1. Assessing and evaluating the financial performance of the organization with regard to long-term operational goals, budgets, and forecasts.
2. Providing the insight and recommendations to both short term and long term growth plan of organization.
3. Identifying, acquiring, and implementing the systems and software to provide critical financial and operational information.
4. Evaluating the departments and offering effective suggestions for process automation and productivity improvement.
5. Creating and establishing yearly financial objectives in alignment with the company's plan for growth and expansion.
6. Fulfilling human resource functions, including staff recruitment, selection, training, and performance evaluation.
7. Participating in pivotal decisions as they relate to strategic initiatives and operational models.
8. Developing and executing policies, procedures, and processes in line with the senior leadership team.
9. Preparing and presenting divisions monthly financial budgeting reports, profit and loss, forecast vs. Budget, and cash flow.
10. Took charge of business initiatives analysis, product launches, and new service promotions.

Experience

10+ Years

Level

Consultant

Education

BS

Description :

1. Led a 7-point improvement in EBITDA margin and reversed several years of losses by executing on a strategic.
2. Oversaw the planning and execution of a $6. 9m or 45% reduction in average Opex spend.
3. Prepared presentations for swiss Private Equity (PE) investors, JBF finance, and reported on financial progress against forecasts and strategic initiatives that ultimately led to a 2-point increase in gross margins.
4. Developed reports that quantified the impact of gross margin and sales changes by customer or SKU on the overall gross margin and proposed strategies for improvement.
5. Redesigned purchasing process to increase annual inventory turns from 3.2 to 4.7 and free up $6.9m in cash.
6. Led a cross-functional team that improved on-time delivery from mid-80% to over 95% each month.
7. Contributed to negotiations, due diligence, tax compliance, and regulatory approval for the exit and sale of a Chinese manufacturing facility to a strategic investor.
8. Recognized in PWCs annual audit report to the board of directors for significant improvements to internal controls and audit preparation through the timely preparation of schedules with supporting data and explanations.

Experience

7-10 Years

Level

Senior

Education

MBA

Description :

1. Oversaw all financial aspects of I.M.P., INC. , and its sister companies, which include the 9:30 Club, Merriweather Post Pavilion, The Anthem, Lincoln Theatre and U Street Music Hall.
2. Reported directly to the Chief Executive Officer and Chief Operating Officer.
3. Responsible for administering all bookkeeping, banking, and cash flow for all companies.
4. Responsible for forming and managing the seven-person finance department and establishing.
5. Worked with all venue GMs and Show Managers on pre-event planning and post-event.
6. Responsible for reviewing all incoming ticket-sale wires for ticket face revenue, revenue shares, and processing fees, reviewed final show audits in preparation of event settlements.
7. Reviewed all fan club presales, charity lifts, and album bundle settlements.
8. Set up, reviewed, and processed all show revenue streams from food and beverage concessions and house and artist merchandise sales, as well as parking, box office.
9. Responsible for filing tax documents and payments for all corporations and limited.

Experience

10+ Years

Level

Management

Education

BS

Description :

1. Responsible for overseeing and managing the full accounting cycle of international life and annuities insurance.
2. Managed the staff located in various locations across the Caribbean and Latin America.
3. Managed departmental activities to ensure accurate and timely transmission of accounting, financial and statistical reports, filings and data to all regulatory agencies including margin of solvency.
4. Responsible for annual company rating with A.M. Best as well as Zummaratings in Latin America.
5. Maintained and reviewed various system reconciliations between source systems, financial systems, and operational.
6. Explored and documented streamlining and automation opportunities to fully take advantage of the Microsoft great.
7. Negotiated with vendors and service providers in order to maximize cost savings.
8. Evaluated and maintained the adequacy of accounting internal controls, policies, procedures and offer solutions for improvement maintaining proper separation of duties as mandated by corporate and regulatory internal controls.
9. Actively supported the corporate anti-money laundering guidelines and reporting to regulatory agencies.

Experience

10+ Years

Level

Consultant

Education

BS

Description :

1. Hired as the company's first Financial Officer to effect a reverse merger into a publicly traded special purpose acquisition company ("SPAC"), whereby psyop media company would be the surviving public entity.
2. Prepared S-1 and successfully responded to sec comment letters and obtained clearance from the sec to be a publicly traded company.
3. Worked closely with the CEO and Managing Directors on all key financial and operational issues.
4. Responsible for all financial, tax, legal, human resources, insurance and real estate matters.
5. Successfully obtained a $7.75 million credit facility with a financial institution for the build-out of the company's new headquarters and for the funding of various startup ventures.
6. Prepare the entire documentation needed for the approval of the financial statements (e.g. Board minutes, management report).
7. Manage a portfolio of international clients in respect of all accounting and tax-related transactions including the preparation of financial statements and relevant tax returns (vat, cit, nwt).

Experience

10+ Years

Level

Management

Education

BS

Description :

1. Produced monthly consolidated financial statements using location trial balances.
2. Oversaw bi-yearly audits performed by an outside CPA firm and financial institutions.
3. Prepared yearly budgets for six out-lying locations and consolidating into one company budget.
4. Reviewed requests for customer credit and supervised the collection of the accounts.
5. Prepared and paid bi-weekly accounts payable, including supervising the entering and verifying manager approval of each vendor invoice.
6. Coded, invoiced, and mailed out account receivable invoices and track payment receipts.
7. Supervised employees performing accounting, billing, and collections, checking figures, postings, and documents for correctness.
8. Compiled information from within the company to create perpetual cash flow forecasts to be used both internally and externally by outside financial institutions.
9. Prepared reports to senior management and the board of directors concerning the companys financial condition, funding needs, and any other necessary cash-related issues.
10. Advised the Board of Directors on any acquisitions or sale opportunities.

Experience

10+ Years

Level

Consultant

Education

BS

Description :

1. Successfully developed and planned the newly formed affiliate company of Unical Aviation Inc., focus on sales of united states government and military.
2. Working closely with the VP sales to manage the manufacturing license and review the extensive contracts of 5 legacy military spare-parts fighters jets and established the sales channels for U.S government and worldwide.
3. Established a successful transition of the newly spun-off company's accounting, financing, human resources, IT, pricing department, sales, operation strategic and risk management.
4. Successfully planned and implemented extensive training for the accounting team for readily with Cost Accounting Standard (CAS), FAR, GFARs, and TINA.
5. Hands-on as an executive team for the annual audited financial process, as well as a front-line executive review board of governmental negotiation contract and audit.
6. Managing and monitoring with the VP operation of product manufacturing KPI, QMS (Quality Management System) with QC department, annual AS9100 audit, as well as on-going training by equipping operation, sales, and marketing personnel with itar regulations.
7. Established a new debt financing and build a long-term relationship with lenders.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Hired to review all financial related functions of the program and to ensure the integrity of internal controls and all reportable financial data in preparation for an RFP for a new Miami-Dade County Shelter for Battered Women.
2. Providing oversight and management of all financial and operational functions of the agency.
3. Supervising all regular accounting functions for operating and capital campaign activities, including supervision of staff performing the daily accounting functions, the monthly, quarterly, and annual closing of the general ledger, preparation of budget to actual financial reports, and management of all government contracts of the agency.
4. Producing the monthly and quarterly reporting to the agency Board of Directors.
5. Working closely with senior management to implement and maintain fiscal plans for projects, departments, and agency mission objectives.
6. Supervising all fiscal reporting, contract reviews, and agreement renewals with government agencies, private foundations, and corporations to ensure accuracy and compliance with funding guidelines.
7. Initiating and managing the redesign and upgrading of the agency accounting system and fiscal policies and procedures.

Experience

10+ Years

Level

Consultant

Education

BBA

Description :

1. Assisting CEO/Executive Director in the review of employee performance.
2. Responsible for planning, monitoring, appraising, and reviewing job contributions, planning and reviewing compensation plans.
3. Responsible for planning and maintenance of staff schedules and workflow.
4. Providing management of all the financial components of the association working closely with and reporting to the CEO/Executive Director and Board of Directors.
5. Preparation of all state tax filings and oversight of audit team which prepares annual 990.
6. Financial reporting analysis for efficiency and effective communication to assist the governing body in fulfilling their fiduciary responsibility.
7. Yearly program budget preparation and presentation to the board of directors.
8. Developing finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction. 

Experience

10+ Years

Level

Management

Education

MBA