THOMAS A. LEVESQUE, CPA
5748 Tamarack Dr., Orlando, FL 32819
HP: (407) 351-8982 E-mail: firstname.lastname@example.org
CHIEF FINANCIAL OFFICER/SENIOR FINANCE EXECUTIVE
Public, Private and Not-for-Profit service environments
To obtain a leadership position in a mission driven organization that offers an opportunity to
deliver sound financial management and superior, measurable results.
Senior level executive with over 10 years of extensive hands-on experience in positions of
increasing responsibility in accounting, finance and operations. A solution-minded, and career
focused executive manager with an established record of success in creating organizational value
through strategic planning, collaboration and process improvement. Demonstrated organizational
skills and abilities to prioritize multiple, complex assignments within established deadlines.
Works effectively with boards, financial institutions, vendors, auditors, and counsel to gain
support and confidence. Strong problem solving, planning, project management and verbal and
written communication skills.
5/2008 – 11/2008 The Catholic Foundation of Central Florida, Orlando, FL
Chief Financial Officer
Responsible for the start-up of the accounting function for a faith-based
foundation serving the nine-county region of Central Florida.
Provide HR and administrative oversight for a staff of 20 employees.
Accounting and financial reporting support for an $11M annual
campaign and a $150M five year capital campaign.
Donor and pledge reporting (Blackbaud-Raiser’s Edge).
Internal monthly reporting to board members, preparation for annual
audit, annual operating budget and campaign budgeting.
Financial modeling of revenue and expenses over five year time
Review and selection of investment managers to provide oversight for a
portfolio of pension assets and reserves in excess of $300M.
Collaboration with the diocesan chancery finance staff in the final
stages of securing $120M of bond financing for capital projects.
Resume- Tom Levesque 1 of 4
4/2001 – 5/2008 Give Kids The World, Kissimmee, FL
Chief Financial Officer
Responsible for the Finance Department (total of 5 employees) and all
accounting, functions including accounts receivable, accounts payable,
auditing, payroll, fixed assets, cash and non-cash contributions.
Maintains the general ledger and reviews monthly closings.
Supervised the HR Manager and responsible for the HR function of the
Planned and implemented policies and procedures related to financial
Fulfilled the role of key advisor and researches topics to support
executive management’s business plans, board decision-making and
Reviewed reports outlining the organization’s financial operating
results and financial position.
Directed the preparation of a $30M operating budget and financial
Prepared modeling forecasts and monthly reporting summaries on a
$32 million construction project providing key indicators for decision-
Prepared governmental reports (990, 990-T) and handled all inquiries
from governmental agencies.
Maintained files of all contracts, insurance policies, tax reports, payroll
reports and financial reports.
Responsible for the risk management function of the organization and
advised management concerning insurance coverage for protection
against property losses and potential liabilities.
Supervised, trained and developed assigned employees (4 staff) and
Responsible for state registrations and application to a federated
Developed knowledge and skills in technical legal and accounting
issues related to non-profit entities and stayed current with any new
Participated as an active member of the investment committee and
monitored the investment performance of a $62M board designated
Responsible for the cash management function and ensured adequate
working capital to fund operations while maximizing return on
Monitored the organization’s compliance with various non-profit
standards and benchmarks (Better Business Bureau, Charity Navigator,
American Institute of Philanthropy).
Responsible for safeguarding the physical assets of the organization by
overseeing the periodic review of proper inventory procedures and
Directed the preparation of our annual external audit and was the
primary contact person with the audit team.
1/2000 – 4/2001 Walt Disney World Swan & Dolphin Hotels, Orlando, FL
Accounting Manager - Operations
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Managed and supervised Accounts Payable Department,
the General Cashier, and the Night Audit Staff.
Responsible for all state and local tax filings.
Coordinated internal and external audits.
Developed and implemented accounting policies & procedures.
9/98 - 1/2000 Deloitte & Touche LLP, Orlando, FL
Served as a staff auditor for a variety of clients including public,
private, and governmental entities.
Applied accounting principles in manufacturing, hospitality, publishing
and mortgage banking business environments.
Audited financial statements and employee benefit plans.
Documented and tested internal control systems.
6/98 - 9/98 Walt Disney World, Orlando, Florida
Revenue Specialist (summer position)
Entered revenue transactions in the general ledger and performed
12/89- 7/96 Sultan Qaboos University, Muscat, Oman.
Taught academic English skills to Arab students.
Developed and implemented a computer based end of course
grade reporting program.
7/86-12/89 Mission to the World (Presbyterian Church in America)
Overseas Worker: Attended Arabic language school in Amman,
Jordan and assisted in the ministry of the local church on a cooperative
missions assignment with Arab World Ministries.
9/83-8/84 Raa Middle School, Tallahassee, Florida.
Math Teacher: Taught various general Math courses up to Pre-Algebra.
6/82-7/83 Center for Intensive English Studies (FSU), Tallahassee, Florida
English as a Second Language Instructor: Taught Academic English skills
to university level international students.
8/80-6/81 Orange Park High School, Orange Park, Florida
Math Teacher: Taught various courses from basic Math to Algebra
EDUCATION University of Central Florida, Orlando, FL
M.B.A. May 1998, Business Administration
Concentration in Accounting
Columbia International University, Columbia, SC
M.A. June 1986, Missions/Intercultural Studies
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Florida State University, Tallahassee, FL
M.S. December 1982, Multicultural/Multilingual Education
B.S. June 1980, Mathematics, Magna Cum Laude
Concentration in Computer Science
Completed the NCATE program for Teachers of Mathematics
LICENSES Certified Public Accountant by the State of Florida –active & current
HONORS Top Ten Florida candidate for the May 1998 CPA exam
UCF School of Accounting Advisory Board Scholarship recipient
Florida Institute of Certified Public Accountants Scholarship recipient
College of Education Fellowship recipient (Florida State University)
SKILLS Proficient user of Microsoft Windows, Excel, Word, Outlook, Access and
PowerPoint. Proficient user of web-based donor management software
(eTapestry) and accounting software (Solomon/Accufund). Led the
successful process of researching, selecting and implementing various
information systems: Human Resources (HRB-ADP), Payroll (ADP),
donor management (e-Tapestry), non-profit accounting (ACCUFUND),
fixed assets (BEST-FAS).
MEMBERSHIP American Institute of Certified Public Accountants
COMMUNITY Deacon, River of Life Presbyterian Church
Responsible for financial oversight and worship service operations
References available upon request
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