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Allan A. Viscardi, (CPA license reactivation in progress) 404-916-1766
920 Lakefaire Landing allanviscardi@yahoo.com
Suwanee, Georgia 30024
Executive Summary
Results driven operational, marketing & financial professional with diverse operational, marketing & financial
leadership experience in public and private sector. Drive improvement through timely decision making/decision
making support from relevant operational & financial analysis & market intelligence. Use strong execution,
motivated talent and innovative problem solving skills to lead teams to peak performance.
Key Skills and Competencies
* Marketing & Business Development Leadership Skills * Innovative & Creative Problem Solver
* Strategic Planning & Organizational Leadership * Talent Acquisition & Retention Development
* Process Design/Redesign & Productivity Improvement * Talent Training & Compensation Development
* Financial Accounting & Reporting/Auditing * Revenue Recognition/Asset Capitalization
* Cost Accounting/Margin Improvement * Systems & Technology Utilization
* Profitability & Cost Analysis * Enterprise Infrastructure Planning
* New Product/Service Development Analysis * Marketing & Sales Business Development Enablers
* Risk Management/Liability Insurance expertise * Information Systems Implementation
* Employee Benefit & Pension Plan expertise * Key employee retention expertise
* Change Management/ Order to Cash Improvements * Turnaround experience/impaired asset
workouts
* Superior knowledge of financial markets/application * Superior knowledge of capital markets/funding
* Superior working knowledge-Quickbooks since 1992 * Working knowledge - Great Plains and MAS 500
* Superior communication & presentation skills * Superior ability to articulate complex to basic
* Working knowledge of FASB & GAAP * Strategic Planning/Budgeting/Revenue Forecasting
Professional Experience
CFO Services, Inc. -Georgia; Financial Operational & Marketing Consulting 2008 to present
Performed COO & CFO functions, senior financial, operational & management consulting assignments in the following areas-
strategic planning, business development, competitive analysis, profitability & cost analysis, employee benefits, risk
management, financial process & re-engineering in the following industries-business services, , healthcare contract
organizations, financial services, manufacturing, construction & construction services, telecom, wholesale & retail trade &
physician staffing. See Project List
NHA, Inc. - Georgia; Physician Staffing Company Interim CEO; CFO 1998-2008
Operational & Financial Management of a physician recruitment firm; Business activities include permanent physician
recruitment and contract temporary staffing (Locum Tenens) conducting business in 50 states; Successful leadership areas
covered marketing, financial, risk management, talent acquisition-training & retention& legal functions for the Company. Key
achievements included:
Developed Implemented
Business Processes & Metrics MS Exchange Sequel Server Network (LAN/WAN)
Business Infrastructure (Space/Telecom/IT) End User Hardware Protocol
Marketing & Business Development Protocols Relational Enterprise Database
Employee Training Modules Data Resources Acquisitions
Financial Control Function Business Development Enablers/Web Enablement
Human Capital Function Daily/Monthly Activity/Business Monitoring Reports
Resource Acquisition Function Daily/Monthly Activity/Business Production Reports
Talent Acquisition Program Data Mining Project for Business Development
Risk Management Program Charter Membership of National Associations-key player
Government Contract Function Awarded 5 year contract through GSA
Financial Alternatives - Georgia; Wealth Accumulation Services; Vice President/Stockholder
Provided turnkey financial consulting and advisory services for individuals and close corporations; services provided included
strategic planning, cash flow planning, accounting and budgeting, debt management, income and estate tax minimization
planning, risk management including health, disability and life insurance evaluation, employee benefit planning including group
insurance, retirement planning services including 401(k) retirement and pension plans, investment management and portfolio
asset allocation strategies, capital financing activities including placement of $10+ million in private investment capital and
achievement of SEC clearance on Regulation A $5 million public offering; experienced with business startups and developmental
stage companies. Designations & certifications & licensure included Certified Public Accountant (CPA), Registered Investment
Advisor (RIA), Series 7 securities & insurance licensed
Citigroup, N.A.-New York; Publicly-held international financial services-
Citicorp Overseas Consumer Banking Group (COCBG) Vice-President Financial Analysis
Responsible for financial planning, analysis and reporting for COCBG European Operations with over $2.2 billion in revenue and
$110 million after tax profit derived from 21 separate entities in 11 countries for this financial services company
McGraw-Hill, Inc.-New York; Publicly-held information services company-McGraw-Hill
Information Systems Company-Manager of Financial Analysis, Senior Internal Auditor
Responsible for financial planning and analysis for acquisitions & divestitures, new product development and delivery
technologies for this information services company after brief period in the corporate audit department.
KPMG Peat Marwick-New Jersey; Big 4 International Public Accounting Firm-Supervising Senior
Auditor, Senior Auditor, Auditor
Responsible for planning, supervision and execution of audit and special purpose engagements of the financial statements and
operations of public and private companies for this Big 4 public accounting firm.
Education, Certification & Awards
Substantial studies completed toward Masters in Business Administration-Major in Finance; Fordham University, New York,
New York; 3.65 GPA
Bachelor in Business Administration-Major in Public Accounting awarded Pace University, Pleasantville, New York; 3.05 GPA
CPA certificate awarded New York State with reciprocity to Georgia; license currently inactive
William C. Okerson Co-Award for Most Outstanding 4 Year Student in recognition of contributions in extracurricular activities-
Student Government & Student Affairs
Who’s Who in American Universities & Colleges-nominated & elected for membership by senior class
CFO Services, Inc. Project List by Company
Tatum CFO/Randstadt-Velocity Technology Solutions, Inc. Charlotte, NC $152 million technology
company resourced through Tatum CFO/Randstadt Interim Controller June 2015-December 2015
Private equity owned medium sized technology company specializing in ERP software hosting where work encompassed pre-sale
financial & operational improvement activities including process improvement, financial restatement, cost reduction & systems
integration.
Waitenet, Inc.-Stone Mountain, GA $19 million enterprise providing Information Technology
Services to small to medium sized businesses primarily statewide Contract CFO 2009-present
Small business startup that grew substantially over last 6 years; initially established all financial & operational functions
including Finance/Accounting, Sales & Marketing, HR & Risk Management; established MAS 500 Enterprise ERP; guided
business through developmental stage to mature business.
Supermarket Equipment Sales, LLC-Rutledge, Georgia; $15 million enterprise in equipment
remanufacturing and renovation serving retail grocery stores/chains Contract COO 2010-2014
Reorganized financial & operational processes; developed initial national sales launch & established new accounts with two top
of top 25 national grocery chains (Kroger & BI-LO); recruited new talent to organization to strengthen key operational areas;
established initial receivables financing program which facilitated new business development; led effort to overhaul information
technology infrastructure which created a secure and stable technology platform which increased employee productivity,
increased business processing efficiency and more effectively delivered company services to customers; guided business through
Sell side acquisition when it was acquired in 2014.
RNR Composites LLC-Flowery Branch, GA; $18 million enterprise producing composite material
parts for the performance racing industry Contract CFO 2008-2013
Small business startup that grew substantially over 5 years; initially established all financial & operational functions including
Finance/Accounting, Sales & Marketing, HR , IT and Risk Management ; established & developed QuickBooks Enterprise ERP ;
guided business through developmental stage to mature business; guided business through Sell side acquisition when it was
acquired in 2013.
Sack Group, Inc.-Statesboro, GA; $75 million enterprise in construction industry Contract CFO
2008-2009
Developed initial CFO function for business founded in 1946; responsible for a financial department which serves 3 separate
operating companies; completed major overhaul of all functional areas of financial department including bringing current all
significant accounting & financial reporting areas; re-engineered financial processes to streamline transactional work & expedite
month end close; introduced strategic financial functions to companies; Key Accomplishments for each company:
Assessed & enhanced financial staff through personal recruitment of new senior staff in 6 of 8 key positions
Developed & implemented action plan to restore data integrity & timely & accurate financial reporting
Developed & implemented action plan to restore data integrity & timely job cost reporting system
Completed audit of y/e financials prior to arrival of external auditors w/o material adjustments
Developed first revenue forecast in company history as part of 2009 budget
Developed first operating budget for each company for FYE 2009
Facilitated recruitment of information technology professional to lead IT transformation of companies
Validated ERP purchase & established conversion dates & recruited talent to lead conversions
Contracted outside IT consultants in leveraging 29 year old financial software through conversion date
Recruited professional staff to lead ERP implementation effort supported by new college intern program
Reduced DSO from 98 days to 56 days resulting from timely billing & expedited contract vendor payments
Reduced invoice cycle time from 60 business days to 10 business days after month end
Increased disbursement payment cycle from monthly to weekly which facilitated receivables collections
Identified $279,000 of duplicate vendor payments & completed vendor audit review
Procured payroll bridge software to increase efficiency & accuracy-effective with old & new financial software
Produced Workers Comp reporting disclosure which allowed 1 entity to increased capability to bid on contracts
Launched Human Resource department and staffed with HR consultant and began streamlining process
Resolved health insurance program issues plagued by low participation and high costs
Led professional staff of 27 including 2 controllers & 18 professional staff & college intern staff of 10

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Allan A Viscardi 01012016

  • 1. Allan A. Viscardi, (CPA license reactivation in progress) 404-916-1766 920 Lakefaire Landing allanviscardi@yahoo.com Suwanee, Georgia 30024 Executive Summary Results driven operational, marketing & financial professional with diverse operational, marketing & financial leadership experience in public and private sector. Drive improvement through timely decision making/decision making support from relevant operational & financial analysis & market intelligence. Use strong execution, motivated talent and innovative problem solving skills to lead teams to peak performance. Key Skills and Competencies * Marketing & Business Development Leadership Skills * Innovative & Creative Problem Solver * Strategic Planning & Organizational Leadership * Talent Acquisition & Retention Development * Process Design/Redesign & Productivity Improvement * Talent Training & Compensation Development * Financial Accounting & Reporting/Auditing * Revenue Recognition/Asset Capitalization * Cost Accounting/Margin Improvement * Systems & Technology Utilization * Profitability & Cost Analysis * Enterprise Infrastructure Planning * New Product/Service Development Analysis * Marketing & Sales Business Development Enablers * Risk Management/Liability Insurance expertise * Information Systems Implementation * Employee Benefit & Pension Plan expertise * Key employee retention expertise * Change Management/ Order to Cash Improvements * Turnaround experience/impaired asset workouts * Superior knowledge of financial markets/application * Superior knowledge of capital markets/funding * Superior working knowledge-Quickbooks since 1992 * Working knowledge - Great Plains and MAS 500 * Superior communication & presentation skills * Superior ability to articulate complex to basic * Working knowledge of FASB & GAAP * Strategic Planning/Budgeting/Revenue Forecasting Professional Experience CFO Services, Inc. -Georgia; Financial Operational & Marketing Consulting 2008 to present Performed COO & CFO functions, senior financial, operational & management consulting assignments in the following areas- strategic planning, business development, competitive analysis, profitability & cost analysis, employee benefits, risk management, financial process & re-engineering in the following industries-business services, , healthcare contract organizations, financial services, manufacturing, construction & construction services, telecom, wholesale & retail trade & physician staffing. See Project List NHA, Inc. - Georgia; Physician Staffing Company Interim CEO; CFO 1998-2008 Operational & Financial Management of a physician recruitment firm; Business activities include permanent physician recruitment and contract temporary staffing (Locum Tenens) conducting business in 50 states; Successful leadership areas covered marketing, financial, risk management, talent acquisition-training & retention& legal functions for the Company. Key achievements included: Developed Implemented Business Processes & Metrics MS Exchange Sequel Server Network (LAN/WAN) Business Infrastructure (Space/Telecom/IT) End User Hardware Protocol Marketing & Business Development Protocols Relational Enterprise Database Employee Training Modules Data Resources Acquisitions Financial Control Function Business Development Enablers/Web Enablement Human Capital Function Daily/Monthly Activity/Business Monitoring Reports Resource Acquisition Function Daily/Monthly Activity/Business Production Reports Talent Acquisition Program Data Mining Project for Business Development Risk Management Program Charter Membership of National Associations-key player Government Contract Function Awarded 5 year contract through GSA Financial Alternatives - Georgia; Wealth Accumulation Services; Vice President/Stockholder Provided turnkey financial consulting and advisory services for individuals and close corporations; services provided included strategic planning, cash flow planning, accounting and budgeting, debt management, income and estate tax minimization planning, risk management including health, disability and life insurance evaluation, employee benefit planning including group insurance, retirement planning services including 401(k) retirement and pension plans, investment management and portfolio asset allocation strategies, capital financing activities including placement of $10+ million in private investment capital and achievement of SEC clearance on Regulation A $5 million public offering; experienced with business startups and developmental
  • 2. stage companies. Designations & certifications & licensure included Certified Public Accountant (CPA), Registered Investment Advisor (RIA), Series 7 securities & insurance licensed Citigroup, N.A.-New York; Publicly-held international financial services- Citicorp Overseas Consumer Banking Group (COCBG) Vice-President Financial Analysis Responsible for financial planning, analysis and reporting for COCBG European Operations with over $2.2 billion in revenue and $110 million after tax profit derived from 21 separate entities in 11 countries for this financial services company McGraw-Hill, Inc.-New York; Publicly-held information services company-McGraw-Hill Information Systems Company-Manager of Financial Analysis, Senior Internal Auditor Responsible for financial planning and analysis for acquisitions & divestitures, new product development and delivery technologies for this information services company after brief period in the corporate audit department. KPMG Peat Marwick-New Jersey; Big 4 International Public Accounting Firm-Supervising Senior Auditor, Senior Auditor, Auditor Responsible for planning, supervision and execution of audit and special purpose engagements of the financial statements and operations of public and private companies for this Big 4 public accounting firm. Education, Certification & Awards Substantial studies completed toward Masters in Business Administration-Major in Finance; Fordham University, New York, New York; 3.65 GPA Bachelor in Business Administration-Major in Public Accounting awarded Pace University, Pleasantville, New York; 3.05 GPA CPA certificate awarded New York State with reciprocity to Georgia; license currently inactive William C. Okerson Co-Award for Most Outstanding 4 Year Student in recognition of contributions in extracurricular activities- Student Government & Student Affairs Who’s Who in American Universities & Colleges-nominated & elected for membership by senior class
  • 3. CFO Services, Inc. Project List by Company Tatum CFO/Randstadt-Velocity Technology Solutions, Inc. Charlotte, NC $152 million technology company resourced through Tatum CFO/Randstadt Interim Controller June 2015-December 2015 Private equity owned medium sized technology company specializing in ERP software hosting where work encompassed pre-sale financial & operational improvement activities including process improvement, financial restatement, cost reduction & systems integration. Waitenet, Inc.-Stone Mountain, GA $19 million enterprise providing Information Technology Services to small to medium sized businesses primarily statewide Contract CFO 2009-present Small business startup that grew substantially over last 6 years; initially established all financial & operational functions including Finance/Accounting, Sales & Marketing, HR & Risk Management; established MAS 500 Enterprise ERP; guided business through developmental stage to mature business. Supermarket Equipment Sales, LLC-Rutledge, Georgia; $15 million enterprise in equipment remanufacturing and renovation serving retail grocery stores/chains Contract COO 2010-2014 Reorganized financial & operational processes; developed initial national sales launch & established new accounts with two top of top 25 national grocery chains (Kroger & BI-LO); recruited new talent to organization to strengthen key operational areas; established initial receivables financing program which facilitated new business development; led effort to overhaul information technology infrastructure which created a secure and stable technology platform which increased employee productivity, increased business processing efficiency and more effectively delivered company services to customers; guided business through Sell side acquisition when it was acquired in 2014. RNR Composites LLC-Flowery Branch, GA; $18 million enterprise producing composite material parts for the performance racing industry Contract CFO 2008-2013 Small business startup that grew substantially over 5 years; initially established all financial & operational functions including Finance/Accounting, Sales & Marketing, HR , IT and Risk Management ; established & developed QuickBooks Enterprise ERP ; guided business through developmental stage to mature business; guided business through Sell side acquisition when it was acquired in 2013. Sack Group, Inc.-Statesboro, GA; $75 million enterprise in construction industry Contract CFO 2008-2009 Developed initial CFO function for business founded in 1946; responsible for a financial department which serves 3 separate operating companies; completed major overhaul of all functional areas of financial department including bringing current all significant accounting & financial reporting areas; re-engineered financial processes to streamline transactional work & expedite month end close; introduced strategic financial functions to companies; Key Accomplishments for each company: Assessed & enhanced financial staff through personal recruitment of new senior staff in 6 of 8 key positions Developed & implemented action plan to restore data integrity & timely & accurate financial reporting Developed & implemented action plan to restore data integrity & timely job cost reporting system Completed audit of y/e financials prior to arrival of external auditors w/o material adjustments Developed first revenue forecast in company history as part of 2009 budget Developed first operating budget for each company for FYE 2009 Facilitated recruitment of information technology professional to lead IT transformation of companies Validated ERP purchase & established conversion dates & recruited talent to lead conversions Contracted outside IT consultants in leveraging 29 year old financial software through conversion date Recruited professional staff to lead ERP implementation effort supported by new college intern program Reduced DSO from 98 days to 56 days resulting from timely billing & expedited contract vendor payments Reduced invoice cycle time from 60 business days to 10 business days after month end Increased disbursement payment cycle from monthly to weekly which facilitated receivables collections Identified $279,000 of duplicate vendor payments & completed vendor audit review Procured payroll bridge software to increase efficiency & accuracy-effective with old & new financial software Produced Workers Comp reporting disclosure which allowed 1 entity to increased capability to bid on contracts Launched Human Resource department and staffed with HR consultant and began streamlining process Resolved health insurance program issues plagued by low participation and high costs
  • 4. Led professional staff of 27 including 2 controllers & 18 professional staff & college intern staff of 10