DexKo Construction Services – Grand Rapids, MI
CFO / Director of Operations | June 2021 – Present
- Directed financial operations for a holding company and four subsidiaries, securing long-term stability and efficiency.
- Led the implementation of new financial systems, improving job costing and payroll processes, increasing accuracy to owner requested standards.
- Prepared and presented combined quarterly financial reports to meet bonding and banking requirements for compliance and securing critical financing requirements.
- Managed risk mitigation strategies, reducing insurance-related costs by over 25%.
- Directed multiple self perform crews on 50+ projects yearly.
- Spearheaded financial reviews for added bank and bonding compliance as well as cost reduction.
- Implemented month end close and budgets for all entities.
- Reviewed health insurance renewal and negotiated a 5% reduction in annual premium increase than industry standard.
- Standardized multi-state HR and compliance procedures, reducing legal risk and enhancing workforce management.
- Reviewed investment/acquisition opportunities owner was pursuing for financial viability/integration into existing business portfolio.
- Created and/or tracked HR, 401k and IT compliance for new laws and regulations.
- Operated as fractional CFO for several other business owners on behalf of owners request. Found up to 75% tax savings over an 18 month period for another business.
Rockford Construction Company – Grand Rapids, MI
Accounting Manager - Real Estate Development | July 2019 – June 2021
- Managed $100M+ in real estate assets, ensuring accurate reporting and investor transparency.
- Led financial oversight for 50+ properties and 10+ construction projects concurrently, optimizing cash flow and improving budget forecasting.
- Streamlined monthly construction bank draw submissions, reducing processing time by 25% and improving development and construction project funding.
- Served as the tax depreciation compliance expert, allowing for enhanced tax savings on a yearly basis.
- Partnered with property managers to refine budgets, achieving an approximate 10% cost savings across managed properties.
- Took over owner accounting on development project accounting and rebuilt several years of mixed accounting records into a single entity report for transparency to investors and banks.
- Spearheaded system change to allow job cost tracking on development/construction projects.
- Reviewed real estate lease and construction contracts for compliance and risk management.
DexKo Construction Services – Grand Rapids, MI
Controller | June 2017 – June 2019
- Managed financial reporting for four entities, improving budget accuracy and financial transparency.
- Led a company-wide accounting system implementation, allowing for job costing.
- Created a new employee handbook, standardizing HR policies and improving compliance.
- Established internal financial controls, reducing errors and discrepancies by 20%.
- Supported the executive team with strategic insights, leading to improved profitability and operational efficiency.
- Implemented budget processes to allow for projected cost and revenue tracking
National Heritage Academies – Grand Rapids, MI
Staff Auditor | May 2015 – June 2017
- Point person on 80+ school financial audits, ensuring compliance and financial integrity.
- Improved payroll audit processes, ensuring accuracy for 5,000+ employees and identifying errors leading to 100k in cost savings.
- Created coding in excel spreadsheet server to decrease financial statement prep time.
- Conducted financial review on utility billings for 80+ school locations leading to 60k utility payback.
- Implemented updated GASB standards, streamlining regulatory compliance.
Brickley DeLong PC, Muskegon, MI
Staff Accountant-Tax/Audit | January 2014 – May 2015
- Prepared financial statements for nonprofits, government agencies, and for-profit entities.
- Audited school systems to assess compliance with GASB Standards.
- Researched evolving laws and regulations providing strategic insights on future financial and compliance impacts.
- Audited nonprofits, government agencies, and for-profit entities for manager/partner review.
- Executed inventory audits to enhance financial and operational efficiency.
- Prepared corporate, partnership, non-profit and individual tax returns.
- Served as the staff expert on depreciation, providing guidance on asset management and tax implications.
