Proactive and results-oriented coach, mentor and leader with proven experience in creating shareholder value and turning it into shareholder wealth. Experience in driving sales through marketing and customer retention strategies while managing expenses (COS and SG&A) to obtain maximum EBITDA. Focused on sales growth, process improvement and resource management in order to achieve profitability targets. Successful in real estate, franchising, service, technology, distribution, travel and retail industries in divisional, corporate, public, private and start-up environments. Consistent history of promotion into increasingly responsible positions.
Specialties: Financial Planning & Analysis, General Accounting & Reporting, Manufacturing Cost Systems, Tax Planning, Cash & Asset Management, Equity & Debt Financing, Investor & Analyst Relations, SEC Compliance & Reporting, Sales & Marketing Strategies, Forecasting & Due Diligence, Human Resources, Cost Reduction & Controls, Credit & Risk Assessment, ERP Selection & Implementation, Operational Efficiencies
Managing Partner @ From October 2015 to Present (3 months) Chief Financial Officer @ Financial Executive for premier national for-profit child care operator. From February 2010 to September 2015 (5 years 8 months) President @ Boca Java is a leading multi-channel, national gourmet coffee roaster and retailer with its main focus on selling through the Direct to Consumer and Foodservice channels.
As President I had full P&L responsibility for the business. Other responsibilities include strategic planning, team building, finance, sales, manufacturing, purchasing, marketing and growth management. From 2007 to 2009 (2 years) Vice President of Finance and Operations @ Hired to restructure finance, purchasing, operations and administration for a business unit of a Fortune 1000 company. From 2006 to 2007 (1 year) Chief Financial Officer @ Recruited by COO and CEO to plan, develop, organize, implement, direct and evaluate the organization’s fiscal function and performance. Provide technical financial advice and knowledge to owners and senior management. Participate in the development of the corporation’s plans and programs as a strategic partner. Advise the corporation from a financial perspective on any contracts into which the corporate may enter into. From 2002 to 2006 (4 years) Miami/Fort Lauderdale AreaDirector of Finance/National Operations @ Recruited by CEO to establish accounting and finance functions for early stage, rapid growth company. Company grew from 60 to 350 employees within 18 months. Navigated company through tight cash flow until $10 million of venture capital was secured. Implemented accounting systems, month-end closing process, internal controls, policies, procedures, GAAP financial reporting, budgets, forecasts, investor financial reporting package and financial analysis. Secured leases and debt while establishing banking relationships. Managed a staff of 7 professionals including 3 Arthur Andersen employees. Utilized financial modeling and analysis techniques (ROI, ROA, CM, ABC, NPV) to assess business opportunities. Led functional analysis team during implementation of PeopleSoft and Evolve (PSA) software systems. Member of Executive committee and responsible for board packages. From 1998 to 2001 (3 years) Miami/Fort Lauderdale AreaDirector of Financial Services @ Director of Financial Services – Synadyne Division (1997-1998), Reported to VP of Operations
Promoted to divisional director role responsible for the financial, payroll and billing operations of a $210 million PEO. Managed and developed a staff of 25 including 4 managers. Worked with consultants on developing an Intranet based knowledge management system, which contained job descriptions, job tasks, process flows, policies, procedures and interactive training tools. Oversaw the successful assimilation of acquisition data into company’s systems. Worked on project team of vendors, internal IT personnel and management resulting in the successful conversion to a new billing and payroll system. Assisted in the implementation of OCR, RDE, electronic form, IVR and Internet technology. From 1995 to 1998 (3 years) Assistant Controller @ $50 million national manufacturer and wholesale distributor of marine parts
Recruited to straighten out general accounting functions of this company, which had not generated financial statements in 6 months. Produced consolidated financial statements, reconciled the general ledger and tracked $8 million in fixed assets. Managed a staff of 6 including payables, receivables, payroll, human resources and general accounting functions. Performed a variety of financial analysis and made recommendations to management. From 1992 to 1995 (3 years) Assistant Contoller @ $70 million international resort and hotel chain
Assistant Controller, Reported to Controller
Responsible for the accounting functions for a 370 room upscale resort. Supervised a staff of 8 including payables, receivables, payroll, audit, general ledger, purchasing and inventory. Coordinated the reconciliation of the general ledger, produced monthly reporting package, supervised monthly inventories and developed controls. Performed internal audits of company wide hotels to ensure compliance and strong control systems. From 1989 to 1992 (3 years)
Bachelor’s Degree, Finance @ Florida State University From 1987 to 1991 Bachelor of Business Administration (B.B.A.), Accounting @ Florida Atlantic University From 1995 to 1997 Kevin CPA is skilled in: Venture Capital, Strategic Planning, Growth Management, New Business Development, Negotiation, Planning, Financial Reporting, Start-ups, Leadership, Project Planning, Forecasting, Mergers, Budgets, Financial Analysis, Management