Professional Summary
Extremely detailed and accurate individual with professional experience in
the field of accounting. Directly responsible for impacting annual
financial audits managed by external entities which awarded the company
highly favorable scores. Adept at analyzing and, negotiating expenses to
insure maximum profitability by reviewing current status and designing
future cost cutting procedures in all possible areas. Diligent passion
within the field of accounting which has enabled direct guidance towards
decisions and the fiscal responsibility that follows. Only non-sales
employee to be awarded stock options and subsequent distributions.
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Professional Qualifications
Accounting Functions
Accounts Payable General Ledger GAAP
Account Analysis Bank Accrual Accounting
Reconciliations
Accrual Journal Entries Cash Accounting Fixed Asset
Tracking
Financial Preparation and Budgeting Human Resources
Analysis
Ad Hoc Reporting Payroll Florida Notary
Public
Software Applications
Peachtree Advanced Excel ADP Enterprise ADP Rapid Pay
Quickbooks Word ADP PayExpert Movaris
2007 -2009
Accounting Leader
Axiom Re, Inc. d/b/a Evergreen Re, a subsidiary of Brown and Brown
Insurance of Daytona Beach, Florida,
one of the largest and most respected independent insurance
intermediaries in the nation.
(Former Employer Acquired by Axiom Re, Inc.)
Experience:
. Transitioned private S-Corp to Public Corporation general ledger and
financial reporting,
. Incorporated new procedures for all aspects of
daily/monthly/quarterly/annual reporting to conform to parent company
guidelines.
2001 - 2007
Controller
Evergreen Re Incorporated, a closely held corporation with business in
32 states.
Experience:
Promoted to Controller with direct responsibilities to include:
. Directly involved in developing and implementing all corporate finance
policies and procedures,
. Analyze and streamline all key systems for multiple locations,
including accounts payable/receivable, payroll and benefit plans,
including administrator of 401k plan,
. Responsible for monthly financials and financial analysis,
. Instrumental in due diligence, enabling sale of private S-Corp to
Public Entity.
1987 - 2001
Supervisor and Assistant to Controller
McCreary Corporation, a Third Party Administrator and Risk Management
Provider
Experience:
Promoted to Supervisor of the Accounting Department and Assistant to
Controller which had direct responsibilities to include:
.
. Direct supervision of three staff accountants,
. Managed and reconciled up to 25 accounts ranging from $4M to $20M with
checks issued per month from 100 for the operating account and up to
25,000 for the trust account,
. Responsible for payroll and analysis of employee benefits plans
including 401k plans, for up to 100 employees.
. Accounts Payable, Accounts Receivable, Human Resources
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Education
University of Maine at Machias, Machias, Maine
Business Technology Accounting
Florida Atlantic University, Boca Raton, Florida
Currently enrolled BS Accounting Program