| 2000
- Present |
| Managing
Member – Ward & Meyers, L.L.C. |
| 1997-
1999
|
Financial
Reporting Specialist,
Monroe County School Board, Key West FL. |
| |
|
Reconcile
cash and other ledger accounts on a monthly basis. |
| |
|
Perform
cost analysis for budget considerations. |
| |
 |
Prepare
monthly financial statements for Board and all annual reports as
required by the DOE, IRS and other regulatory agencies. |
| |
 |
Prepare
internal reports for the Auditor Generals office in reply to external
audit comments, organizing task force efforts for system implementation
as needed. |
| 1988
– 1999 |
Accountant,
B.I.R.I. & Key West FL, Added Value Accounting &
Financial Services, |
| |
 |
Provide
management consultation on strategic planning; benefit programs,
employee policies and audit functions. |
| |
 |
Manage and/or
maintain general accounting systems to accommodate accounts payable,
payroll, inventory, sales and general ledger functions. |
| |
 |
Budgeting
and Financial Planning Services. |
| |
 |
Production
of Financial Statements and Tax Returns. |
| 1993
– 1997 |
Controller/Director
of Fiscal Services,
Florida Keys Health System, Key West FL. |
| |
 |
Responsible
for Budget, Audit and Control over all organizational accounting
functions. |
| |
 |
Directed
the operations of the Admissions, Medical Records, Billing, Collection,
Purchasing and Accounting Departments reporting directly to the
CFO and CEO |
| |
 |
Supervised
and counseled a staff of 55. |
| |
 |
Responsible
for daily cash management, cost controls, maintenance of the general
ledger and financial statement preparation. |
| |
 |
Performed
financial analysis as required for appraisals, successful Certificate
of Need applications and other long-term projections. |
| |
 |
Task force
leader involved directly with system design working with management
to identify needs & with programmers and staff to address them. |
| |
 |
Oversaw
finances of affiliated corporations and prepared or assisted in
the preparation of all tax returns, and other reports as required
by governing authorities. |
| 1991
– 1993 |
Financial
Manager,
D’Ascanio Corporation, Marathon, FL. |
| |
|
Plan, Budget
and Control finances for multi-diversified company with 3 divisions. |
| |
|
Maintained
ledger and oversaw all bookkeeping and accounting functions. |
| |
|
Coordinated
imports, product promotions and marketing efforts. |
| |
|
Administered
insurance and employee benefit programs and managed legal affairs.
Maintained UNIX based operating system as network administrator. |
| 1987
– 1990 |
Secondary
Business and Computer Teacher,
Block Island School, Block Island, RI. |
| |
 |
Responsible
for teaching secondary students all Business, Computer and Home
Economics Courses taught at the school. |
| |
 |
Wrote curriculum
and purchased the supplies necessary to teach it through grant proceeds
awarded to a telecommunications program (BISCUIT) I created and
directed. |
| |
 |
Additional
positions associated with this job included: Chair-Vocational Education
Advisory Committee, Adult Education Coordinator, Grant Project Director
for the BISCUIT Program, Yearbook Advisor and Computer Club Advisor. |
| 1984
– 1987 |
Bookkeeper/Manager,
Maclac Enterprises, Block Island, RI. |
| |
 |
Responsible
for A/R, A/P and General Ledger. |
| |
 |
Directed
operations of Front End and Office. |
| |
 |
Trained
cashiers and office personnel, implemented policies and procedures
for enhanced control over operations. |
| |
 |
Developed
personnel handbook and training materials. |
| |
 |
Coordinated
Advertising and Marketing efforts for retail & wholesale operations. |