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Work experience

Dec 2009Present

Chief Financial Officer

Global Arts Group

Chief Financial Officer for Global Arts Group (New York Graphic Society, Artbeats, TMC, are manufactures of fine wall art for major retail chain stores.Production facilities based in the U.S. and China.


·Negotiated and closed new bank facility that increased borrowing capacity by 30%.

ØSecured new $1.5million Capital Expenditure Line of Credit for plant expansion.

·Made key personnel changes in accounting and IT department that led to 25% increase in productivity.

·Implementing new cost accounting standards to improve bottom line profits by 5%.

·Led 5S change management and best practices improvement.

ØRecommended change in canvas assembly process that saved $95,000 per year.

·Oversaw Selected and implemented new IT systems, including company wide ERP-MRP system, Time & Attendance system, Production Level activity management and inventory management systems.

·Negotiated sales agreement that led to closing of company’s largest customer ($5MM annual sales).

·Negotiated sales agreement that led to closing of company’s 2nd largest customer ($4MM annual sales).

·Performed SKU gross margin analysis, which led to a 2.5% increase in gross margins ($300,000).

·Performed corrugated inventory analysis and optimization program, reducing on-hand raw materials by $200,000 and cost of goods by 12%.

·Performed pick and pack process review that led to redesign of procedures and reduced pick & pack staff by 20%.


oIn charge of all accounting and finance functions.

oIT department reported directly to me.

oLeading a staff of accounting professionals, including Controller, AR, AP, HR, Royalties and IT.

oEstablish budgeting, projections and flash reports.

oOversee delivery of monthly financial reporting.

oWork with banks to increase lines of credit and improve capital structure.

Customer extract:

·Bed, Bath & Beyond


·Hobby Lobby

·TJ Max


·Cost Plus


Chief Financial Officer

Acomp Bookkeeping Corporation

Acomp Bookkeeping Corporation; an investor-backed business providing full-service bookkeeping and outsourced CFO services.


·Took company from start-up, through significant growth cycle in revenues.

·Worked closely with equity investors to assure strategic growth of company was achieved.

·Oversaw sale of company to financial buyer.


oSupervised internal financial reporting, treasury functions and financial modeling.

oDirectly handle CFO functions.

oManaged annual, monthly and quarterly business reviews.

oPerform financial planning and analysis for Board of Directors.

oHandled process improvements and productivity enhancements.

oResearched critical accounting issues.

oSupervised staff and reported to Board of Directors.

Client Concentration:

oHealthcare sector.

oHigh Tech

oLaw Firms.




Merrill Lynch Capital

Assisted in development of Merrill Lynch’s new middle market capital lending group.


Vice President - Product Development Manager

Bank of America Capital

$16 Billion division of Bank of AmericaEstablished Bank of America Capital (previously Fleet Capital) Product Development Team and direct all initiatives. Responsible for creating new financial-based, capital market debt products and establishing cross-functional team to work with other Bank of America units.Partnered with external alliance partners to increase fundings and overall market presence.


·Established new Healthcare Lending Products.Created capital market products for healthcare facilities and healthcare service companies.- Healthcare lending became third largest market sector for unit.

·Inner-Bank Cross Referral and Cross Selling Program.Created and monitored core unit internal cross referral program.- Annual Capital unit’s cross-sell fees before program $40 million, after program implementation $57 million.- Annual referrals funded before program: 10 deals and $97 million in fundings, after implementation: 24 deals and $250 million in fundings.* Joint AlliancesEstablished joint alliance programs including Mass Mutual and AON Risk Management as a means of creating new distribution channels.* European OfficeResearch, underwrote and engineered Fleet Capital's European business plan for expansion into the UK and European countries. - At end of first year, European Office had 24 customers representing nearly $200 million in outstanding loans.

Unit responsibilities:

oFull P&L responsibilities and target ROI requirements.

oPerformed financial analysis and set financial planning and projections.

oSupervised staff of six.


Chief Financial Officer

Cornerstone Equity

Headed financial management team that was responsible for M&A roll-up strategy.


·Through a series of acquisitions, created the largest floor covering distributor in the Southeast.Company was successfully leverage through senior and mezzanine debt, with only 5% equity infusion.Through successful use of leveraged financing, exploiting an EBITDA arbitrage, were able to produce a $15 million or 300% ROI for investors.

Acquisition responsibilities:

oAssisted in identifying acquisition targets.

oCompiled and analyzed end-state financial projections.

oSupervised acquisition related due diligence.

Integration responsibilities:

oCompiled monthly financial statements for Board of Directors.

oPerformed financial planning and analysis.

oCompiled cash flow projections, borrowing base certificates and debt covenant calculations.

oSupervised staff of twelve, responsible for day-to-day accounting functions.

oImplemented Best Practices.


Manager - Audit Division

Arthur Andersen, LLP

Responsible for maintaining strong customer relations with Fortune 500 client base. Oversaw planning, coordinating and executing of audit and Best Practice engagements for assigned customer base.Responsibilities

oSupervised audit teams ranging from 2 to 20 accountants.

oPerformed IPO and M&A work for select clients.

oPerformed financial planning and analysis work for clients.

oCorresponded with client management on major accounting issues.

oMet critical audit engagement deadlines.

oWorked on Best Practices engagements.

Client Extract

oHallmark Healthcare.

oGeorgia Pacific.

oScientific Atlanta.



Lean Six Sigma Certificate Program

Villanova University

Lean Six Sigma Certificate Program(completion date 2-12)

Jan 2003May 2005


University of Connecticut

Master of Business Administration (MBA) with a Concentration in Finance(Honors)


Bachelor of Science

Kennesaw State University

Bachelor of Science with a major in Accounting(Honors)


Great Plains Systems
Microsoft Office Software
Proficient at all Microsoft Office Software applications.


Big Six Accounting Firm trained Senior Executive successful at managing profit and loss business sectors. 

Expertise in operational and process excellence initiatives that enhance performance, reduce costs and generate sustainable revenue and earnings gains.

Key qualifications include:

·P&L Management & Strategic Business Planning

·Lean Six Sigma Process Improvement

·Multi-Site Global Operations

·Major Capital Expenditure Planning & Management

·Budgeting (Operating/Capital) & Pricing Strategies

·Costing, Margin/Profit Improvement & ROI

·Mergers and Acquisitions/Due Diligence/Integration

·Joint Venture Partnerships & International Alliances


Treasurer for Connecticut Marine Corp Charity Golf tournament.

Private Pilot.



Lean Six Sigma

Villanova University

Certified Public Accountant

Georgia Society of CPAs

Certified Management Accountant

Institute of Management Accountants