THOMAS PAGE, CPA

Cell: 704-213-6150
Salisbury, NC 28144 tommypage@carolina.rr.com

PROFILE

Chief Financial Officer, Board Member, and Certified Public Accountant with over three decades of
experience implementing secure and efficient processes and systems to support growth and mitigate risk
for entrepreneurial high-growth distribution and business services companies, along with Big Four public
accounting firm clients. Adept at evaluating business operations and implementing successful strategies to
reduce costs and strengthen cash flow. Expertise includes strategic planning, financial analysis, treasury,
internal and external audits, risk management, IT, tax planning, SEC, GAAP, and regulatory compliance.
Dedicated to building effective relationships and providing support to executive teams and boards.

EXPERIENCE

CAROLINA BEVERAGE CORPORATION, Salisbury, NC 2001 Present
A family-owned group of four companies that franchise proprietary soft drink brands and distribute
Dr. Pepper Snapple products in the Carolinas
Chief Financial Officer, Corporate Secretary, and Member, Board of Directors
Responsible for overall financial and risk management, reporting, IT and human resource oversight for
Carolina Beverage Corporation, Quality Beverage, LLC, Piedmont Cheerwine Bottling Co., and Carolina
Bottling Co., including full P&L oversight and serving as a member of the Board of Directors
Redesigned the financial system, which was in disarray, and implemented changes in internal and
external reporting, system infrastructure, staffing, and internal controls
Negotiated $500,000 in savings with the IRS and state departments of revenue, while bringing the
companies into compliance with payroll reporting requirements
Installed Great Plains Dynamics accounting software to merge disparate ledgers into one GL
Implemented strategies to turnaround a non-performing division that had continuously lost money,
after helping the CEO identify the inherent high cost structure
Recovered significant cost and cash flow by implementing a high deductible workers compensation
program after researching alternatives to traditional expensive programs
Managed the self-funded healthcare plan, including benefit design, reinsurance attachment points,
selecting TPAs, and researching the impact and potential savings of the Affordable Care Act
Successfully managed ongoing, nuisance issues with a dissident shareholder and acted as the liaison
between the CEO and the companys attorneys
Reduced the financial group by 33%, while the overall group of companies grew by 40%

HREASY, INC., (Spherion Assessment Group) Charlotte, NC 1996 2001
A start-up company providing automated, pre-employment screening interviews utilizing artificial
intelligence through interactive voice response technology, acquired by Spherion
Chief Financial Officer and Vice President Finance
Responsible for managing all financial activities, analyzing financial and tax impacts for the company and
investors, developing a financial reporting package for partners and the investor group, and managing
banking, treasury and cash flow activities
Established all start-up administrative functions, implemented best practices, communications with
lenders, suppliers, and negotiated favorable insurance contracts, banking, and investor relationships
Researched, selected, and converted accounting software to Great Plains Dynamics
Developed profitable strategies to invest funds received from financing rounds prior to use
Reduced accounts receivable days sales outstanding from 80 to 40 days
Advised and participated in successfully negotiating the sale of the company to a Fortune 500,
doubling final earn-out payment for an elite group of investors


THOMAS PAGE, CPA
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THE MOREHEAD GROUP, INC., Charlotte, NC 1994 1996
A financial services firm providing non-qualified deferred compensation plans for corporate clients and
estate planning for high-net worth individuals and families
Vice President
Responsible for selling non-qualified deferred compensation executive benefit plans, using specialty life
insurance products as funding vehicles, primarily in the community financial institutions market
Analyzed fact patterns gathered from clients and strategized appropriate products and solutions
Supported four agents, as a knowledge expert, in the non-qualified and estate planning markets

CATAWBA COLLEGE, Salisbury, NC 1993 1994
A private coeducational liberal arts college founded in 1851
Chief Financial Officer
Responsible for financial reporting, treasury activities, budgeting, legal oversight, risk management,
endowment fund investments management, and benefit plan administration
Identified and implemented corrective actions in significant income tax exposure areas
Corrected numerous exposure areas relating to benefit plans that were not in compliance with ERISA
and other federal guidelines
Developed a comprehensive risk management program, and established investment policy guidelines

SOMAR, INC., (Southern Alloy of America, Inc., Southern Investments), Salisbury, NC 1987 1993
A high-growth group of marketing and specialty metals distribution companies
Chief Financial Officer
Responsible for accounting operations, financial reporting, tax planning, treasury, credit administration,
legal oversight, risk management, IT, benefits administration
Developed a highly accurate integrated financial projections model and a distribution costing system
Spearheaded the IT function for the company, researched and implemented the appropriate system,
requisitioned bolt-on software, developed custom reports, and backup systems
Designed and implemented a cash reporting system for better utilization of lines of credit
Increased the accounts receivable turnover by 25% and reduced external audit fees by 50%
Restructured the corporate life insurance program, including improvements to key man, buy/sell,
deferred compensation, and estate planning coverage

KPMG, Charlotte, NC 1982 1987
A Big Four public accounting and management consulting firm
Senior Accountant
Responsible for planning and supervising field work on audits for a variety of clients including
manufacturing entities, financial institutions, and not-for-profits. Prepared financial statements, SEC
reports, footnotes, and management letters
EDUCATION
Bachelor of Business Administration, Accounting, 1982
Cum Laude, Presbyterian College, Clinton, SC
Completed, The Leadership Mastery Series
Bell Leadership Institute, Chapel Hill, NC
Graduate, Outward Bound and National Outdoor Leadership Schools
Trustee, Benevolent Foundation, St. Johns Lutheran Church
Certified Public Accountant