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Microsoft Office Accounting

Charlotte, North Carolina, United States
November 11, 2017

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Professional Summary


Work History


***** ******* *** ****, *********, NC 28278 • Home: 704******* • Cell: 704******* •

Asset Liability Committee (ALCO)

Episys Core Optimization (ECO)

Vice President Tactical Committee

Automated Teller Machine (ATM) Committee

Products and Pricing Committee

Deposit Operations Committee

SAME DAY Automated Clearing House (ACH) Committee

Symitar Members User Groups (SMUG)

Skilled Controller with experience in the Credit Union industry. Familiar with Fedline, Ultipro, Episys, Microsoft Office Suite, People Soft. TPS, Schwab, FHLB, Federal Reserve Bank (FRB), Pershing, Anacomp, EDS, Concur, Blackline and various other accounting specific software systems.

Budgeting and finance

Project management

Audit liaison

Strong verbal communication

Powerful negotiator

Team leadership

Process implementation

Risk management processes and analysis

Staff development

Approve invoices to $100K

Extremely organized

Vice President / Controller, 12/1998 to 10/2017

Sharonview FCU Corporate Office – Fort Mill, SC

Financial close for monthly analysis by Senior Team and Board Of Directors (BOD) review by 5th business day of following month.

Resolved accounting department reconciliation outages from 6 months behind to daily reconciliations within 1 year of arrival.

Prepared, trained and delegated completion of quarterly Form 5300 (Call Report) without delay or penalty in 19 years as leader.

Researched and Established accounting entry processes for monthly reconciliation of all balance sheet accounts including Sr.Executive Retirement Plan and Trust Contributions with no audit adjustments.

Establish and retain monthly Audit Binder for 200+ Balance Sheet general ledgers with no unidentified discrepancies. NCUA and Auditors reduced research time relying upon accuracy and documentation retained with each reconciliation. Converted manual reconcilaition binder to automated Cloud system in 2016. Preventd additon of 2 Full Time Employees (FTE).

Lead collaborative efforts with other Department Managers to better serve membership before, during and after CORE Conversion of 2015.

Successfully established General Ledger Chart of Accounts including Product mapping for CORE conversion of 2015.

Organized and coded all documents and system mappings related to Products, Dividends, General Ledger accounts and Job Postings for CORE Conversion. Developed checks and balances to convert member accounts with zero monetary loss. Maintained, trained and coached seasoned staff of 5 accountants and 4 EFT Processors through CORE Conversion without monetary loss or audit adjustments. Streamlined ATM/Mobile/Remote Deposit Capture/Shared Branching reconciliation process from 4 days to 1 day.

Monitored Fraud Risks on new members preventing $800K in losses in 6 month time frame. Identified probable account abuse preventing kiting and fraud, saving more than $650K in one year..

Annual Fraud losses below Insurance Deductible of $25K excluding Credit Card breaches from 2010 to departure.

Negotiated annual insurance renewals including property, Workers' Compensation, general liability, Cyber Security, Fiduciary and Bond Insurance saving $20K to $98K annually from 2010 forward..

Credit Union has grown from $280M upon arrival to $1.4B upon departure. Supported Chief Financial Officer with daily operational functions. Assisted various business groups with budget organization and quarterly variances. Implemented Concur software automation for Expense Reports and Invoicing saving Credit Union 2 FTEs.

Accounting Manager, 12/1997 to 12/1998

Mountain Air Cargo – Denver, NC

Established cohesive team from 12 individual accounting staff Created staff cross training program

Accurately prepared taxes and Inventory for 33 states Managed Inventory Process from start to finish

Developed Monthly financial Consolidation from 4 Business Lines Reduced SEC filing preparation timeline from 2 days delay to 2 days prior to deadline without error

Supported Controller with daily operational functions. Accounting Manager, 07/1986 to 12/1997


CommScope Credit Union – Catawba, NC

Processed and Balanced Member Transactions Researched and Established Credit Union Products and Services Provided onsite training of basic Checking account reconciliation Maintained all Credit Union Fixed Assets, Bank Reconciliations, Cash Ordering, Accruals, Prepaid and Monthly Reports for Board of Directors. Successfully maintained database for overnight, month end, quarter end and year end processing.

Hired, trained and coached staff.

Staff grew from 2 at arrival to 9 at departure.

No NCUA exam findings or penalties.

Sr. Tax Accountant, 01/2002 to Current

H&R Block – Charlotte, NC

Perform initial client assessment and analysis to begin tax preparation process. Analyze client documents for appropriate data and filing requirements. Complete individual, estate, S Corp, C Corp and amendmended tax returns by IRS and state deadline

~150 satisfied clients retained for 10+ year

MBA: Business Administration, 2004

Gardner Webb University - Boiling Springs

Business Administration

Bachelor of Science: Accounting, 1997

Webb University - Boiling Springs, NC


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