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Work Background
Sears Hometown and Outlet Stores, Inc.Store Owner
Nov. 2009 - May. 2017Clermont, FloridaSears Hometown Store - Co-Owner responsible for all back of the house support including budgets, payroll, lease negotiations, risk management/insurance placement, cash flow management and payroll.
FLORIDA THEATRICAL ASSOCIATION, INC.Accountant - Broadway Across America Settler
Jan. 2005Orlando, FloridaPart-time Accountant for Non-Profit Theatrical Association and settler for Broadway Across America touring Broadway shows. Responsibilities included maintaining financials in QuickBooks, bank reconciliations, journal entries, annual close, audit, tax return preparation, payroll and sales tax reporting. Show settlements for BAA included reconciling weekly revenue and expenses to distribute profits to BAA, touring show company and Dr. Phillips Performing Arts Center.
Concord ManagementChief Financial Officer
Aug. 2002 - Apr. 2024Maitland, FloridaResponsible for executive level leadership of Accounting, Business Analytics/Reporting, Information Systems, Revenue Management, Marketing, Risk Management, Collections, Centralized Services, Commercial office building management. Responsible for the day-to-day support management of over 85 affordable and market rate multi-family communities with over 15,000 apartments operating in Florida, with over 500 employees. Major accomplishments include implementation of Business Analytics Team, mirroring Disney, responsible for all annual budget development, projections, business reporting and analytics. Developed centralized services responsible for Yardi/Blue Moon lease generation and ledger setup, all deposit disposition entries and any negative impacting ledger adjustments. Oversaw past resident debt collections and achieved industry level high collection rate over 20%. Originally hired to review operational income and expense by line item to maximize permanent debt financing, the role allowed me to continue to maximize revenue and control operating and below the line expenses for over 20 years maximizing cash flow for ownership.
Walt Disney WorldFinance Manager
Jan. 1997 - Aug. 2002Team Disney, Fort Wilderness, Disney InstituteResponsible for preparation and consolidation of annual resort budgets, forecasts, five-year plans for WDW Resorts Division. Prior roles included Business Manager Fort Wilderness Resort, Senior Finance Analyst - Disney Institute, Financial Accounting Analyst - Magic Kingdom and Golf Operations. Business Manager role was responsible for working directly with Genral Manager and Line of business leaders to develop budget, forecasts and analytical business projects.
Deloitte and ToucheStaff Accountant
Jan. 1995 - Aug. 1997Staff Accountant - Tax. Working in Orlando and Tampa offices. Specialized in 1065, 1120, 1120S, 1040 tax preparation and audit work.
The Walt Disney CompanyWalt Disney World Cast Member
Jan. 1989 - Aug. 1995Orlando, Florida, United StatesLead Manager, Server at the Hollywood Brown Derby. Notable guests include Princess Diana, William and Harry, Micheal Eisner among others. Worked at Disney fulltime while attending UCF.
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