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Work Background
Exclusive Boutique Consulting CompanyBusiness Owner
May. 2025Chagrin Falls, Ohio, United StatesAs a Business Owner, with over 25 years of experience, I focus on delivering strategic business solutions through meticulous month-end close processes and tailored financial, organizational design & management services. Understanding the client’s core values, operational goals and long range planning is vital in providing strategic direction for significant organizational growth. See below for Positions, Skills, Industries and Software. Positions and Skills: CFO, Controller, People & Culture Management, Benefits Management, Business Insurance Management, Organizational Management & Design, Software Integration Management -EDI & Bilateral Sync, Financial Statement Presentation, MD&A, WIP/POC reporting & Analysis, Cash Flow, Financial Modeling & Analysis, Budgeting, Forecasting, Report Writing, Audit/Tax Preparation Management & international workforce management. Industry Savvy: Property Management- Residential & Commercial, Construction, Architecture & Design, Family Office/Wealth Management, Real Estate, Development, Hotels, Resorts, Restaurant, Exclusive & Private Clubs, Manufacturing, Education and Non-Profit Organizations. Software Specific: Microsoft Office, Sharepoint, Sage Intacct, Sage 300CRE, Concur- Expense & Invoice, Titanium/Timberscan, Paperless Environments/PVault, Resman, APTEXX, AvidPay- Titanium, AvidPay- Resman, Procore, Replicon, Paycor, Paychex, Jonas Systems, MICROS, M3, ADACO, Yellow Dog, Springer-Miller-Systems, Spa Soft, LMS/Agilysys, Retail Pro,Shaker-Coins, Peachtree, and Quickbooks.
Geis CompaniesController Geis Companies
Jun. 2020Streetsboro, Ohio, United StatesGeis Companies is a vertically integrated business that consists of six unique businesses that function independently, but often work in any combination thereby providing identifiable efficiencies in both price and execution – a process which we refer to as our Full Cycle Approach. This unique “all-in-house” approach is the discerning characteristic that separates Geis from its competitors.
ARECO GOLF LLCController
May. 2018 - Jun. 2020Cleveland/Akron, Ohio AreaCreated out of a passion for golf by our owner. Acquiring 3 distinct clubs in the last 10 years, this collection of elite clubs in North East Ohio provides unique memberships, world class service, unparalleled golf and dining experiences.
The Mayfield Sand Ridge ClubController
Jul. 2016 - May. 2018Greater Cleveland AreaMayfield Sand Ridge is a unique private club located just outside of Cleveland. Formed in 2006 by the merger of the historic Mayfield Country Club (1908) with the modern gem Sand Ridge (1998), Mayfield Sand Ridge provides the best of all worlds. Members simultaneously enjoy the family friendly atmosphere of a full service country club and world-class golf at the region's premier golf venue.
Chagrin Valley Hunt ClubAccounting Manager
Aug. 2014 - Aug. 2016gates mills, ohNestled in the quaint village of Gates Mills, just 25 miles east of Cleveland, Ohio, The Chagrin Valley Hunt Club is a historic private country club. Chagrin Valley Hunt Club offers fine dining, event and meeting facilities, court and platform tennis, and a newly-renovated outdoor swimming pool on a lush 15 ½ acre campus, which also includes the Chagrin Valley Hunt foxhound kennels and Chagrin Valley Stables horse boarding and riding facilities.
Metropolitan at The9Director of Finance
Feb. 2014 - Aug. 2014Cleveland, OHOpening September 2014! Excited to partner with Geis Hospitality to bring this extraordinary Urban Resort to Downtown Cleveland. Booking Weddings, Group Business and accepting prospects for the Apartments.
Nemacolin Woodlands ResortAssistant Controller
Apr. 2008 - May. 2013
Terra Resort GroupAssistant Controller at Teton Mountain Lodge
Apr. 2007 - Apr. 2008Teton Village, WY
Destination Hotels & ResortsAssistant Controller at Teton Mountain Lodge
Aug. 2006 - Apr. 2007Teton Village, WY
Activeaid, incAccountant
Jan. 2001 - Dec. 2006
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