University of Scranton

Free Code Camp

North Pocono High School

CFO Consultant at e2E, LLC - entrepreneur to Enterprise

Overland Park, Kansas, United States

Manage and provide oversight for an internal team of outstanding e2E AccountingConsultants who provide financial, accounting, payroll., bookkeeping and tax services to entrepreneurial clients. Develop projections, budgets, and financial analysis for assigned clients and assist client management teams in making educated economic decisions as well as provide recommendations to clients regarding the future financial condition of their businesses.*  Oversee, coordinate, and review the assigned client activities of the Accounting Consultants for the accurate and timely preparation of financial statements and/ or financial schedules & reports, journal entries (daily/weekly/monthly/quarterly/annually).*  Consult with assigned clients and/or Accounting Consultants on various accounting/tax/business matters primarily related to general financial accounting.*  Manage special client projects including, but not limited to the preparation of budgets and/or financial projections, profitability analysis, cash management models, internal control and segregation of duties analysis, tax planning strategies, etc.*  Responsible for overseeing and monitoring all e2E's client engagements with regard to accounting deadlines including, but not limited to: monthly/quarterly/annual financial closings, payroll cycles, payroll tax filings, W-2/W-3 filings, 1099 filings, sales & use tax filings, personal property tax filings, business license filings, personal/corporate/nonprofit tax returns, assigned client CFO consultations, and other special project deadlines.*  Develop internal systems, process and quality controls that ensure compliance deadlines are met, the integrity of all reporting data is verified and client financial reporting is accurate.*  Prepare and/or review client tax returns, business license filings, as well as provide guidance to other staff regarding technical tax topics and issues.

e2E, LLC - entrepreneur to Enterprise

CFO Consultant

Manage all finance, human resources, and information technology aspects of the agency. Assist in the fund raising, communications, and marketing process. Produce reporting and analysis packages and presentations for key stake holders such as funders, foundations, government entities, the executive team, and the Board of Directors. Manage all contractor and vendor relationships. Risk management including annual review of all agency insurance policies. Manage annual audit.Key Projectso	Cyber security reviewo	Implemented new ERP systemo	Enhanced montly reporting package (Designed new dashboard, developed executive summary including performance narrative, built schedule of net assets)o	Improved budget process including detailed evaluation of major donors and projected grant revenue by fundero	Expanded and enriched employee benefits while reducing overall cost of benefits to the agencyo	Lead development of a new strategic plan to include measurable objectives and detailed action items for each goalResponsible for overall agency operations in the absence of the Executive Director

Metro Lutheran Ministry

Planningo Assist in formulating the company's future direction and supporting tactical initiativeso Monitor and direct the implementation of strategic business planso Develop financial and tax strategieso Manage the capital request and budgeting processeso Develop performance measures that support the company's strategic directionOperationso Participate in key decisions as a member of the executive management teamo Maintain in-depth relations with all members of the management teamo Manage the accounting, legal, tax, and treasury functionso Oversee the financial operations of subsidiary companieso Manage any third parties to which functions have been outsourcedo Oversee the company's transaction processing systemso Implement operational best practiceso Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits packageo Supervise acquisition due diligence and negotiate acquisitionsFinancial Informationo Oversee the issuance of financial informationo Personally review and approve all Form 990 and 5500 filings o Report financial results to the Board of TrusteesRisk Managemento Understand and mitigate key elements of the company's risk profileo Monitor all open legal issues involving the company, and legal issues affecting the industryo Construct and monitor reliable control systemso Maintain appropriate insurance coverageo Ensure that the company complies with all legal and regulatory requirementso Ensure that record keeping meets the requirements of auditors and government agencieso Report risk issues to the audit committee of the board of directorso Maintain relations with external auditors and investigate their findings and recommendationsFundingo Monitor cash balances and cash forecastso Arrange for financingo Invest fundso Invest pension fundsThird Partieso Maintain banking relationships

Clarks Summit University

Interim Vice-President of Finance

Manager of Business Office and responsible for overseeing all day to day operations and accounting functions including the coordination of the annual financial audit, general ledger accounting, payroll, accounts payable, student receivables, vendor management, and fixed assets.	o Prepare and distribute monthly financial statementso Responsible for safeguarding institution’s assetso Oversee Human Resource functions of the institution, including retirement program, health insurance, disability insurance, life insurance and Section 125 flexible spending programo Prepare tax returns and other mandated reporting requirementso Liaison between Business Office and all other departments within the institutiono Prepare budgetso Variance analysiso Create and design reports for effective decision makingo Monitor daily cash flow and funding requirementsProjects:o Build pricing modelso Develop cash flow projection modelo Deploy electronic student billingo Overhaul budget processo Implement purchase order systemo Redesign financial reports

Director of Accounting

Consolidation specialist responsible for internal reporting. Consolidate results across multiple legal entities.BudgetingSEC ReportingManage dealer rebate programsUse of:SAPJDEPower OLAPAdvanced MS Excel (VB and macros)SalesForceHalo (BI tool)

The AZEK Company

Accountant

Plan and direct an auditing and investigative program in Luzerne, Monroe, Pike, Sullivan, and Carbon Counties to enforce UC law in matters of complianceDirect accounting, audit, and collection activities to ensure accuracy, and technical soundness of UC accounts and ratesConfer with employers and their representatives on more difficult or sensitive audits and investigations, and direct the completion of such cases.Provide interpretation of the unemployment compensation law and administrative policies to employers and advise them on business practices.Analyze and review applications for compromise of UC Tax delinquencies  Organize and conduct training sessions and staff meetings to inform subordinates of new and revised policies and procedures.Represent the Commonwealth in matters of criminal prosecution.Consult with attorneys and central office personnel on complex legal cases and recommends action to be taken.Present UC Tax issues as a speaker in CPE seminars on behalf of the Commonwealth.

Pennsylvania Department of Labor & Industry

Manager, UC Tax Wilkes-Barre FAS

Payroll/Compliance auditsPerform investigations pertaining to Unemployment Compensation LawAdvise employers about Unemployment Compensation LawCollect reports and taxes dueSpecial projects as required

UC Tax Agent

Managing daily operations and working capital while developing new, more efficient processes.  Implemented new cost accounting systems to enhance profitability by identifying unnecessary expenses. Strategic planning including the use of seasonal forecasting.  Worked with GE Finance to institute a store branded credit card.General Accounting and payroll processingInventory and Supply Chain Management including purchase of inventoryManage financing and daily cash flowForecast sales and create seasonal budgetsCreate financial reportsDesigned and maintained database to track and maintain extensive sales informationAnalyze and review employee performance from raw sales dataIdentify areas needing improvement, and present solutionsDesign forms and worksheets to consolidate information and reduce errorsGeneral administrative tasks involving Microsoft Excel, Access, PowerPoint, Word and QuickBooksDesign marketing materialDesign and manage website

Head to Toe

Developed new procedures to streamline daily and monthly processes using advanced Excel techniques.  Experienced with a variety of mutual fund types including GIC, STIF, Stock, Bond, and Blended funds.  Demonstrated creativity and leadership within a team atmosphere.  Actively sought responsibilities in addition to required daily tasks.     Calculate investable cash, expenses, and incomeCalculate share price and report to NASDAQReconcile holdings.Maintain income distributions and reportable yields.Assist co-workers with their responsibilities and questions.Assist supervisors with reporting, fund initiation, and monthly reconciliations

Tom Daniels