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Bryan Fritz

Taoist Finance Officer

Business Consultant

Here is a brief insight about myself...

CONTACT ME:

►email: bryanffritzatyahoo [dot] com◄


WHO I AM:

- CPA with 10+ years experience in private and public accounting
- Controller/CFO experience in retail and food manufacturing, as well as agriculture
- Positive psychology and random acts of kindness advocate
- ESFJ personality type (http://www.personalitypage.com/ESFJ.html)

WHAT I HAVE DONE:

- Managed the financial structure of a company that grew 100% ($18 million) over the course of 15 months while mitigating risk, scaling systems, and obtaining financing for future growth.
- Helped turnaround a business that had flat growth by preparing the business for external reporting and securing financing that allowed them to increase inventory and sales.
- Performed financial statement audits, reviews and advisory services on over 50 commercial, small business, public, and tax-exempt companies across varied industries with up to $250 million in sales.

WHAT I ENJOY AS A SIDE INTEREST:

- Lifelong learning - (http://www.moocs.co - Massive Open Online Courses and Rochester Brainery http://rochesterbrainery.com/)
- Studying consciousness, meditation, and human psychology with a concentration in positive psychology
- Reading books on leadership (my favorite author on this subject is Napoleon Hill)
- Running half marathons

WHAT ARE MY EXPERIENCE AREAS:
- Leadership
- Finance
- Auditing
- Internal controls
- Risk Analysis/Mitigation
- Strategic Planning
- Team Building
- Cash Flow Forecasting
- Budgeting
- Valuation
- Financial and managerial accounting
- Financial analysis
- Cost accounting
- GAAP
- Financing
- Employee Stock Ownership Plans (ESOP’s)
- Manufacturing
- Information Technology
- Taxes
- Board of Directors advisory
- Training

 

Experience

Finance Officer : Howlett Farms - [2013 - 2016]
Howlett Farms is a 5th generation family farming conglomerate that has been growing since 1880. The company is involved in grain farming, trucking and running a grain elevator.

As the Head of Enterprise Accounting, I establish financial policy and direction while being an active participant in, and driver of, Howlett's overall strategy. I lead all financial administration, business planning, budgeting, and information technology initiatives.

Finance Manager : Once Again Nut Butter Collective - [2011 to 2013]
Once Again Nut Butter is a 100% employee owned (ESOP) food manufacturing company that produces organic nut butters (i.e. peanut butter) in the natural foods industry.

As the finance officer, I was charged with managing and directing the financial structure of the company. I developed and introduced a cash flow model that assisted in effective cash planning in a period of hyper growth. I was also instrumental in demonstrating the importance of formal strategic planning in moving the company forward.

Key Achievements:

★ Built an effective operational cash flow model for future business forecasting.

★ Key driver in establishing a new vision, mission and strategic goals utilizing a balance scorecard.

Senior Accountant : The Bonadio Group - [2004 to 2011]
The Bonadio Group is the largest regional accounting firm in upstate New York. The firm offers auditing, tax, IT consulting, business advisory, and financial services serving the needs of commercial, small business, public, tax-exempt and individual clients.

As a senior accountant, I was charged with being a team leader on multiple projects across the organization. These projects included financial statement audits, reviews, compilations, agreed upon procedures, pensions, single audits, monthly bookkeeping and individual and corporate tax returns. I spent the majority of my time in the commercial audit department working with manufacturing companies with up to $250 million in sales. I also spent time in the small business advisory unit consulting, processing taxes, and reviewing financial statements.

 

Education

Bachelors of science, accounting, Accounting : State University of New York at Geneseo - [2000 to 2004]