Position	ProactiveTeam Builder
Location Confidential	No
Location	No preference
Willing to Relocate	Yes
Industry	Financial-Brokerage/Mut.Fund/Securities/MoneyMgmt
Function	FINANCE--CFO/Control/Acctg./Treas./Tax,etc.
Compensation	$150,000 to $300,000
Resume Summary
Entrepreneurial CPA ; 20 years in Fortune 500 manufacturing, Big 4 public accounting and Wall Street firms. Finance and business development skill set. Audit director based in London. Advisor to European management on internal controls, market pricing and Costing.
Resume Body      PROACTIVETEAM BUILDER
KNOWLEDGE and EXPERTISE • Company Formation / Start-up • Business Improvement • Creative / Strategic / Marketing and Planning • Budgeting and Forecasting • Operations and Financial Analysis • Margin Improvement • Innovative Program Development • Personal, Nonprofit and Corporate Accounting • Tax Planning and Preparation: (1065, 1120, 1120s, 990, 1040, etc.) • Investment Management Series 7 and 66 • Manpower Planning and Human Resource Management • Relationship Management • Post Acquisition Evaluation • Customer Retention Strategies • Relationship and Team Building • Training and Mentoring • Presentation Development / Delivery CPA, Licensed Securities Representative, Maryland 2008 – Present CPA and Financial Consultant Provide accounting, auditing and financial services to for profit and nonprofit enterprises. • Assist metropolitan DC based clients and CPA firms with accounting outsourcing services. • Train and manage assigned staff in monthly compilation and special project process. • Repair strained client relationships • Educated clients in application of QuickBooks and Peachtree accounting software • Perform formal compilations and reviews • Provide financial advisory services • Affiliated with HD Vest Financial Services Manager, Audit Services 2006-2008 Direct report to the Managing Partner. Responsible for the conduct of financial statement audits, audit quality and peer review compliance. Primary clientele: government contractors, hotel owner partnerships, credit unions, and nonprofit organizations. Lead and recruit audit, tax staff and interns to address expanding client service opportunities. • Instituted fundamentals required by Auditing Standards 104-114 (Risk Assessment Standards) and taught continuing education courses to meet this objective. Increased audit quality by 30%. • Experienced in credit union client’s issues of general management, NCUA compliance, investments, loan processing and loan loss allowance derivations. • Executive Committee member. Collectively guide Firm’s mission and resolve staffing challenges. Participated in college recruiting activities developed a salary and bonus plan, established regular firm social events. Entrepreneur, MD 2002 – 2006 Founded general contracting enterprise, focused on filling the niche for quality modifications and finish work in residential and commercial market segments. Premised on a “say what you do and do what you say” operating philosophy. Opted to close operations in 2006 after being recruited for a broader professional opportunity with a small accounting firm in audit management, project administration and staff training. Registered Securities Representative and IAR , Maryland 1998 - 2003 Recruited into this investment banking firm to handle current clients and to increase market share of clients with a net worth in excess of $400,000. • Through financial and tax planning seminars, developed a potential asset base of $22 million. Added 15 new clients, whose average projected net worth was in excess of $1.5 million. Our strategy focused on the prudent exercise of nonqualified incentive stock options (NQSO’s) to minimize taxes and employ a sound investment strategy Senior Sales Engineer 1992 –1998 To achieve a greater understanding of the technical side of the business and as part of a self instituted career path, transitioned from finance to business development through inside sales. Managed several multimillion dollar territories in Washington D.C. metro area and a $7 million telecommunications manufacturer. • Generated $4 million in new business by penetrating the ATM and set top box markets. Designed in micro miniature I/O connectors, PCB to PCB products (standard and customized high speed ) • Won $500,000 of RF business through competitive price challenges. • Achieved $1 million in new business from Samsung Electronics. Obtained print position for design and build of ATM motherboards, cards and customized enclosure. • Expanded three sales territories. Average growth was $2.2 million. Generated new business from industrial and electronic manufacturers in northern VA, western MD and eastern WV. • Awarded “Salesman of the Year” from a major customer. Provided exemplary support. • Selected to corporate Sales Automation taskforce. Objective to computerize the U.S. sales force and streamline information flow to manufacturing operations. Enhanced manufacturing efficiency through sales reporting. Director, Internal Audit – Europe, London, England 1988-1992 Promoted to Director of European Audit Operations. Lead a team of five consummate professionals on a $1 million annual budget in the completion of 26 annual projects. Twelve European subsidiaries accounted for $2.5 billion in revenues. Focused on product quality and operational effectiveness of company core competencies: stamping, gold plating, molding, and assembly. • Provided the U.S. executive team with comprehensive audit and consulting services by recruiting an audit team of five multilingual professionals consisting of chartered accountants and a Columbia University MBA. • Standard costing recommendation increased product yields 10% through refinement of operating standards via time and motion studies, Bills of Material modification, refined Process Sheets data and the accounting methodology related to scrap. • Advised European management of six sigma standard inherent in the Total Quality Management philosophy and adjusted operational audit methodology to cut across departmental lines within each subsidiary.
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