Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
30
30
years of professional experience
Work History
Owner
SLT Bookkeeping Services LLC
08.2021 - Current
Business Owner
THE VILLAGE CAFÉ & RESTAURANT
12.2009 - 08.2024
Opened a restaurant developed an innovative menus for breakfast, lunch, and dinner
Oversaw all financial and accounting logistical operations of the business
Developed all marketing and promotional strategies for the business
Recruited, hired, and trained all staff members initiating performance evaluation to track progress
Facilitated strong professional relationships with clients to create a strong client base
Spearheaded all aspects of planning, tracking, analysis, quarterly and annual reporting, and revenue tracking and reporting using accounting background
Partner/Director
YATES ASSOCIATES CONSTRUCTION
01.2014 - 11.2019
Generated target revenue goals and coordinate financial planning
Negotiate financial integration and accounting logistics for the company
Analyze financial data and generated progress reports to company's managing partners
Coordinate company-wide audit reviews and tracked financial investment performance
Implement financial planning strategies and negotiated with outside financial partners, main suppliers, and clients
Optimize working capital to ensure company’s long-term financial wellbeing
Maintain internal control and safeguards for receipt of revenue, costs, and program budgets while closely monitoring expenditures
Lead management team and work force overseeing human resources tasks including recruiting, hiring, and training employees, benefit allocation, and affiliated administrative issues
Develop strategic planning initiatives for the company
Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
Financial Controller
YATES ASSOCIATES CONSTRUCTION
01.2000 - 01.2014
Oversaw all financial operations of the company
Developed and allocated budgets and financial forecasting
Prepared custom documents using the International Harmonized Customs Program for all imports
Prepared quarterly management accounts and evaluated profit and loss variance analysis with commentary
Designed budget template report for use by the corporation’s executives and individual departments
Maintained efficient and timely completion of account preparation and ad hoc analysis
Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
Oversaw the payroll and processing for over 100 employees to comply with predetermined company guidelines.
Accountant
YATES ASSOCIATES CONSTRUCTION
02.1995 - 01.2000
Generated monthly reports for managing partners and executives review
Managed debit and credit accounts while analyzing cost versus revenue analysis report to make proposals
Reconciled multi-currency bank statements and supervised inter-company transactions to ensure accuracy
Collaborated directly with the assistant financial controller and operations manager to orchestrate the monthly end accounting procedure
Oversaw the collection of payments for a subsidiary that purchases, leases, and sells commercial and residential properties
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled accounts and reviewed expense data, net worth, and assets.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Education
Bachelor of Science - Management Science (Finance)
Kean University
Union, New Jersey
06-1990
Skills
Business management
Staff management
Inventory management
Customer relations
Purchasing and planning
Small business operations
Accounting expertise
Relationship building
Administrative oversight
Verbal and written communication
Business administration
Operations management
Community Service
BVI Cancer Society (Virgin Gorda Branch)
Valley Sound Lions Club, Ex-Officio Member
Timeline
Owner
SLT Bookkeeping Services LLC
08.2021 - Current
Partner/Director
YATES ASSOCIATES CONSTRUCTION
01.2014 - 11.2019
Business Owner
THE VILLAGE CAFÉ & RESTAURANT
12.2009 - 08.2024
Financial Controller
YATES ASSOCIATES CONSTRUCTION
01.2000 - 01.2014
Accountant
YATES ASSOCIATES CONSTRUCTION
02.1995 - 01.2000
Bachelor of Science - Management Science (Finance)
Kean University
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