T Levesque Resume 10 2008


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T Levesque Resume 10 2008

  1. 1. THOMAS A. LEVESQUE, CPA 5748 Tamarack Dr., Orlando, FL 32819 HP: (407) 351-8982 E-mail: tomviclev@gmail.com CHIEF FINANCIAL OFFICER/SENIOR FINANCE EXECUTIVE Public, Private and Not-for-Profit service environments OBJECTIVE To obtain a leadership position in a mission driven organization that offers an opportunity to deliver sound financial management and superior, measurable results. SUMMARY 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. _____________________________________________________________________________ _ CAREER HIGHLIGHTS _____________________________________________________________________________- _ 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 horizon.  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
  2. 2. 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 organization.  Planned and implemented policies and procedures related to financial operations.  Fulfilled the role of key advisor and researches topics to support executive management’s business plans, board decision-making and strategic planning.  Reviewed reports outlining the organization’s financial operating results and financial position.  Directed the preparation of a $30M operating budget and financial forecasts.  Prepared modeling forecasts and monthly reporting summaries on a $32 million construction project providing key indicators for decision- makers.  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 volunteers.  Responsible for state registrations and application to a federated campaign.  Developed knowledge and skills in technical legal and accounting issues related to non-profit entities and stayed current with any new regulations.  Participated as an active member of the investment committee and monitored the investment performance of a $62M board designated endowment.  Responsible for the cash management function and ensured adequate working capital to fund operations while maximizing return on available cash.  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 warehouse operations.  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 Resume- Tom Levesque 2 of 4
  3. 3.  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 Staff Accountant  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 batch reconciliations. 12/89- 7/96 Sultan Qaboos University, Muscat, Oman. Assistant Lecturer  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 Resume- Tom Levesque 3 of 4
  4. 4. Florida State University, Tallahassee, FL M.S. December 1982, Multicultural/Multilingual Education (TESL/Linguistics) 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) COMPUTER 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 Resume- Tom Levesque 4 of 4