SUMMARY
Accounting professional with extensive experience in a variety of business
environments with specific strengths in manufacturing and financial
services. Strong analytical and organizational skills and adept at
leveraging software tools to facilitate processes and enhance reporting
function. Emphasis on detail, procedural control, and staff development
ensuring consistent performance and long-term excellence in customer
service. Proficient in Microsoft Office (especially Excel), ORACLE Fixed
Assets, GEAC General Ledger, and Mobius.
PROFESSIONAL EXPERIENCE
BB&T (formerly Colonial Bank), Montgomery, AL 2000-2009
Assistant Vice-President
Fixed Assets & Reconcilement Manager (2002-2009)
Managed and reported financial data of physical property with a cost basis
of $600M with a staff of three. Duties included asset valuation,
depreciation, and policy enforcement. Supervised a group of reconcilement
accountants, in addition to handling fixed assets responsibilities.
Reviewed and approved reconcilements from treasury, accounts payable,
compensation, and tax areas to ensure timeliness and assisted in balance
sheet oversight.
. Wrote, published, and maintained the Capital Expenditures Policy and
developed a departmental handbook.
. Successfully developed entry-level staff for future careers in Tax,
Budget, and Reconcilement departments.
. Managed one software conversion (Clarus to ORACLE) and one data migration
between third-party hosts.
. Managed department through a half-dozen acquisitions and two regional
divestitures.
. Maintained staffing levels for seven years even though assets doubled by
adding training and implementing efficiencies.
Reconcilement Auditor: Staff III Accountant (2000-02)
Critiqued reconcilements, bank-wide, for the purpose of determining
correctness and timeliness of preparation and improving presentation.
Assisted in the establishment of reconcilement criteria and presentation
standards, including clearing and validation policies. Acted as part of
the audit liaisons team between staff and both internal and external
auditors.
American Morgan Horse Association, Shelburne, VT 1998-2000
Interim Executive Director & Comptroller
Responsible for all accounting functions and reporting for this non-profit
association; total operating budget $2M. Organization's activities
included producing a monthly full-color magazine, membership newsletter,
breed registry, annual convention, and a wide variety of association-
sponsored membership programs and events. Accepted the added
responsibility of Interim Executive Director, (the last six months of
tenure), which involved the additional duty of presiding over quarterly
board meetings and interim discussions.
Vermont Sports Apparel, Inc., Randolph, VT 1993-1998
Controller
Responsible for all financial functions of this independent sewing
contractor: financial reporting, tax, payroll, accounts payable, accounts
receivable, and safety management. Maximum employment during the period
was 130, gross billing around $3M. Most notable accomplishment was
bringing the company out of Chapter 11 bankruptcy.
ADDITIONAL EXPERIENCE
W.J. Heney & Son, Inc., Montpelier, VT
Staff Accountant; Real Estate Sales and Property Management
McConnaughy Barrocci Brown, LLC, Chicago, IL
Assistant Controller; Full Service Advertising with $40M in annual
billing.
The Matchless Metal Polish Company, Inc., Chicago, IL
Accounting Manager; Manufacturer of polishing compounds and wheels,
$10M in gross annual billing.
EDUCATION
B.B.A. Accounting
Cleary University, Ann Arbor, MI
(Formerly Cleary College, Ypsilanti, MI)