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412-328-3848 ta_taylor17@outlook.com 1 | Page
TIMOTHY A. TAYLOR, CPA Pittsburgh,PA | 412-328-3848 | ta_taylor17@outlook.com
https://www.linkedin.com/in/tim-taylor-74627198 http://qajet1234.workfolio.com/
Financial Executive Summary
A Process Driven Leader Matching Innovative Practical Solutions for Business Growth and Success
Creating Culture of Excellence – Identify Define and Manage Key Metrics – Leveraging Operational Analysis
Financial Strategy – Project Management – Credit & Risk Management – High-stakes Negotiations
Financial Reporting Systems – Mergers & Acquisitions (M&A) – Taxes & Treasury Management
Sales & Operations Management – New Revenue Generation Streams – Cash Flow – P&L – Budgetary Oversight
Accomplished Business & Financial Executive highly skilled in senior management,financial services,and consulting for companies
rangingfromsmall-scalestart-ups too mid and large-sizecorporations.Provides practical solutionsfor transformingand growing
organizationsto new levels.Expertatcommunicatingrelationshipbetween operational decisionsand financial results to non-financial
teams.
Public Accounting experience in multipleindustries,includingmanufacturing,distribution,dealerships,professional servicefirms,
real estate, and retail.Uncanny ability to make improvements to key components of “Cash Gap.”
Identified and developed business valuation as new revenue generator for firm.
Recognized as local and national speaker on various topics involving Fraud and Business Valuation.
Re-engineered client’s business to position it for sale; then negotiated sale while adding $2M to price for client.
Created several executive reporting systems that identified key business factors that addressed issues before escalation.
Discovered misappropriation of funds in three different settings during public practice resulting in prosecution of suspect.
Spearheaded several initiatives that have propelled companies to double digit annual growth while maintaining positive cash flow.
Professional Experience
Consulting 2015-2016
Rinovum – Prepared Financial Models for 3rd round of funding. Resulting in 5 million in funding
Pro From Go – Realigned General Ledger to reflect direct costs associated with four different streams of income
Pocket Nurse Enterprises, Inc. 2005 – 2015
Provider of medical supplies and equipment for simulation and healthcare educators.
CHIEF FINANCIAL OFFICER
Full chargeof all financial transactionsof both Parent Company and subsidiary averaging$40Mannual revenue. Developed
internal controls,budgets, and dashboards for 11 departments of company. Managed sales team, and Point of contact for
banking,insurance,retirement plans, employee benefits, equipment leasing,and third party vendors of payroll.
Financial Contributions:
 Managed double digitsales growth (14%/year) without incurringany debt for eight consecutive years.
 Initiated creation of donor advised trustfund that awards three scholarships each year.
 Maintained gross margin of between 36% and 38% for ten years.
 Negotiated international distributor agreementwith vendor fromDubai,which generates potential of $500K of revenue
per year.
 Implementation of Defined Benefit Plan that disproportionally enhanced soleshareholder‘s retirement plan by almost
80 cents on the dollar.
 Developed three-year cycle to competitively bid out all insuranceneeds which saved over 20% annually.
Operational Contributions:
 Provided understandingof culture, operations,and customer base,etc. to new CEO/Senior Corporate Director, Sales
Director, and Accounting Manager, which provided for transition.2014
 Reduced inventory from ~$8M too just~$4M via identifyingand implementing forecastingsoftware. 2015
412-328-3848 ta_taylor17@outlook.com 2 | Page
 Created lean operations that resulted in reduction of 25% excess inventory; equating to increaseof working capital of
more than $2M and increased cash flowby ~$500K annually.
 Scrubbed erroneously migrated data, and manually balanced >100,000 transactionsfromlegacy system. 2013
 Established dashboards for four different departments, which provided visibility to teams they were managing.
 Created KPIs to providebonuses to everyone in workplace.
 Reduced average days outstandingA/R from 56 to 35 days in firstsix months and maintained for 11 years .
Strategic Planning & Growth:
 Guided transformation of Pocket Nurse from small and strugglingcompany to mid-sizeprofitableventure. Attained
sales growth from $10M to $40M in eight years.
 Formed real estate venture and secured and additional $3Mof working capital for ParentCompany.
 Took on roleof Project Manager concurrentto CFO duties in construction of $14M Distribution Center 2011-2013.
Coordinated 11 different buildingtrades AIAcontracts,reviewed/approved change orders, ensured adherence to
timelines,and resolved issues,disputes,weather delays,and other arisingfactors.
 Performed due diligenceon RE acquisitionsand Software Solutions.
Markovitz Dugan & Associates 2000 – 2005
Ranked in region’s Top 25 largestaccountingand business consultingfirms.
PRINCIPAL (2000-2005)
 Director of Business Valuationsand Lead Analystin valuingover 150 closely held businesses.Partner in chargeof over 75
closely held Businesses providingAccounting,Tax and General Business Consulting services.
 Identified buyers and negotiated lucrativesaleof business - changeof ownership for two of three shareholders.
STAFF ACCOUNTANT (1991-2000)
 Managed Audit Engagements, prepared Financial Statements and related reports and management letters. Prepared
Corporate, Partnership,Trust, and Individual Taxes,as well as assisted in development of forecastand projections.
 Ad Hoc Controller for $20M operation in Boston. Traveled to site monthly for one year duringclient’s transition.
Earlier Career
STAFF ACCOUNTANT (1983-1990) atmultipleCPA firms;Sheckman Marks,Rudolph Palitz,and Samuel M. Fisher and Company
STAFF AUDITOR (1981-1983) for International Ladies Garment Workers Union
Professional Development
Education: Bachelor of Business Administration | Temple University | Philadelphia,PA| Cum Laude
60+ hours of CPE every year for past10 years
Certifications: Certified Public Accountant(CPA)
Qualified ExpertWitness - Business Valuation Expert
Certified Valuation Analyst
Series 6 and 63,Life Health and Disability License
Computer Skills: MS Excel, Word,PowerPoint, Works, Mail Order Manager, Money, Quicken, Tableau, Various tax software
and Accounting Packages,includingQuickBooks,Xero,NetSuite
Publications & Seminars: Published in varioustradejournalswritingarticlesaboutvaluationsand family owned businesses.
Formerly frequent guest speaker and lecturer for NACVA and other business valuation organizations.
Active member of AICPA and PICPA
Board Memberships: National Association of Certified Valuation Analysts,Family FirmInstituteof Pittsburgh,NACVA State
Chapter Committee, Rotary International,Pittsburgh Children’s Theatre, Crossroad United Methodist
Church, Partners for Quality,Citizens Care and several other local charities
Ad

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CFO resume new

  • 1. 412-328-3848 ta_taylor17@outlook.com 1 | Page TIMOTHY A. TAYLOR, CPA Pittsburgh,PA | 412-328-3848 | ta_taylor17@outlook.com https://www.linkedin.com/in/tim-taylor-74627198 http://qajet1234.workfolio.com/ Financial Executive Summary A Process Driven Leader Matching Innovative Practical Solutions for Business Growth and Success Creating Culture of Excellence – Identify Define and Manage Key Metrics – Leveraging Operational Analysis Financial Strategy – Project Management – Credit & Risk Management – High-stakes Negotiations Financial Reporting Systems – Mergers & Acquisitions (M&A) – Taxes & Treasury Management Sales & Operations Management – New Revenue Generation Streams – Cash Flow – P&L – Budgetary Oversight Accomplished Business & Financial Executive highly skilled in senior management,financial services,and consulting for companies rangingfromsmall-scalestart-ups too mid and large-sizecorporations.Provides practical solutionsfor transformingand growing organizationsto new levels.Expertatcommunicatingrelationshipbetween operational decisionsand financial results to non-financial teams. Public Accounting experience in multipleindustries,includingmanufacturing,distribution,dealerships,professional servicefirms, real estate, and retail.Uncanny ability to make improvements to key components of “Cash Gap.” Identified and developed business valuation as new revenue generator for firm. Recognized as local and national speaker on various topics involving Fraud and Business Valuation. Re-engineered client’s business to position it for sale; then negotiated sale while adding $2M to price for client. Created several executive reporting systems that identified key business factors that addressed issues before escalation. Discovered misappropriation of funds in three different settings during public practice resulting in prosecution of suspect. Spearheaded several initiatives that have propelled companies to double digit annual growth while maintaining positive cash flow. Professional Experience Consulting 2015-2016 Rinovum – Prepared Financial Models for 3rd round of funding. Resulting in 5 million in funding Pro From Go – Realigned General Ledger to reflect direct costs associated with four different streams of income Pocket Nurse Enterprises, Inc. 2005 – 2015 Provider of medical supplies and equipment for simulation and healthcare educators. CHIEF FINANCIAL OFFICER Full chargeof all financial transactionsof both Parent Company and subsidiary averaging$40Mannual revenue. Developed internal controls,budgets, and dashboards for 11 departments of company. Managed sales team, and Point of contact for banking,insurance,retirement plans, employee benefits, equipment leasing,and third party vendors of payroll. Financial Contributions:  Managed double digitsales growth (14%/year) without incurringany debt for eight consecutive years.  Initiated creation of donor advised trustfund that awards three scholarships each year.  Maintained gross margin of between 36% and 38% for ten years.  Negotiated international distributor agreementwith vendor fromDubai,which generates potential of $500K of revenue per year.  Implementation of Defined Benefit Plan that disproportionally enhanced soleshareholder‘s retirement plan by almost 80 cents on the dollar.  Developed three-year cycle to competitively bid out all insuranceneeds which saved over 20% annually. Operational Contributions:  Provided understandingof culture, operations,and customer base,etc. to new CEO/Senior Corporate Director, Sales Director, and Accounting Manager, which provided for transition.2014  Reduced inventory from ~$8M too just~$4M via identifyingand implementing forecastingsoftware. 2015
  • 2. 412-328-3848 ta_taylor17@outlook.com 2 | Page  Created lean operations that resulted in reduction of 25% excess inventory; equating to increaseof working capital of more than $2M and increased cash flowby ~$500K annually.  Scrubbed erroneously migrated data, and manually balanced >100,000 transactionsfromlegacy system. 2013  Established dashboards for four different departments, which provided visibility to teams they were managing.  Created KPIs to providebonuses to everyone in workplace.  Reduced average days outstandingA/R from 56 to 35 days in firstsix months and maintained for 11 years . Strategic Planning & Growth:  Guided transformation of Pocket Nurse from small and strugglingcompany to mid-sizeprofitableventure. Attained sales growth from $10M to $40M in eight years.  Formed real estate venture and secured and additional $3Mof working capital for ParentCompany.  Took on roleof Project Manager concurrentto CFO duties in construction of $14M Distribution Center 2011-2013. Coordinated 11 different buildingtrades AIAcontracts,reviewed/approved change orders, ensured adherence to timelines,and resolved issues,disputes,weather delays,and other arisingfactors.  Performed due diligenceon RE acquisitionsand Software Solutions. Markovitz Dugan & Associates 2000 – 2005 Ranked in region’s Top 25 largestaccountingand business consultingfirms. PRINCIPAL (2000-2005)  Director of Business Valuationsand Lead Analystin valuingover 150 closely held businesses.Partner in chargeof over 75 closely held Businesses providingAccounting,Tax and General Business Consulting services.  Identified buyers and negotiated lucrativesaleof business - changeof ownership for two of three shareholders. STAFF ACCOUNTANT (1991-2000)  Managed Audit Engagements, prepared Financial Statements and related reports and management letters. Prepared Corporate, Partnership,Trust, and Individual Taxes,as well as assisted in development of forecastand projections.  Ad Hoc Controller for $20M operation in Boston. Traveled to site monthly for one year duringclient’s transition. Earlier Career STAFF ACCOUNTANT (1983-1990) atmultipleCPA firms;Sheckman Marks,Rudolph Palitz,and Samuel M. Fisher and Company STAFF AUDITOR (1981-1983) for International Ladies Garment Workers Union Professional Development Education: Bachelor of Business Administration | Temple University | Philadelphia,PA| Cum Laude 60+ hours of CPE every year for past10 years Certifications: Certified Public Accountant(CPA) Qualified ExpertWitness - Business Valuation Expert Certified Valuation Analyst Series 6 and 63,Life Health and Disability License Computer Skills: MS Excel, Word,PowerPoint, Works, Mail Order Manager, Money, Quicken, Tableau, Various tax software and Accounting Packages,includingQuickBooks,Xero,NetSuite Publications & Seminars: Published in varioustradejournalswritingarticlesaboutvaluationsand family owned businesses. Formerly frequent guest speaker and lecturer for NACVA and other business valuation organizations. Active member of AICPA and PICPA Board Memberships: National Association of Certified Valuation Analysts,Family FirmInstituteof Pittsburgh,NACVA State Chapter Committee, Rotary International,Pittsburgh Children’s Theatre, Crossroad United Methodist Church, Partners for Quality,Citizens Care and several other local charities