Summary of Qualifications

Accomplished, CPA Tracked and growth driven Assistant Controller with sustained results in full cycle accounting, month end close, financial statement consolidation, process improvement planning and development, training, system conversion and a love for a challenge. Experience encompasses independently owned supply company, large publicly traded health organization, governmental accounting and mid-sized closely held aerospace/defense organization. Strengths include problem solving, strategic leadership, financial statement analysis, inventory and excellent written and verbal communication skills.

Professional Experience

Precision Aviation Group – Atlanta, GA 2014 - Present

Global Aerospace/Defense Company with over 100 employees, 10 division and locations in five countries with a customer base across the globe. Annual revenues exceed $120M.

Assistant Controller (December 2015 – present)

Financial statement reconciliation

SG&A variance reporting

Top 10 Customer analysis

Accounting change integration and system conversion integration

Manage a staff of 10 in multiple locations

Create and implement process improvements, internal control procedures as well as, procedures to aid in increasing revenue recognition and reduction in time and talent use.

Inventory reporting and transaction analysis

Prepare monthly MD&A and quarterly board presentations

Lead year end processes in preparation for annual audit

oLead in annual audit

Initiate team building activities

Accounting Manager (September 2014 – December 2015)

Financial statement preliminary reconciliation

Preliminary SG&A review

Assist staff with accounting questions and issues

Work with the auditors during the annual audit

Create transactional reporting (exceptions) to assist with the month end close process.

Documentation of accounting processes

oTraining documentation for integration of acquired companies (learning the legacy system)

Senior Staff Accountant (January 2014 – September 2014)

Balance sheet reconciliation

Prepare month end journal entries

Reconcile intercompany AR and AP to close the month

Work with the auditors during the annual audit

Health Management Physician Network – Venice, FL 2010 -2013

A Publicly Traded Healthcare system with over 42,000 employees. Multiple locations spanning from Key West, Florida to Yakima, Washington, with over 1,400 providers. In 2012, had $5.9 billion in revenues.

Cash Manager (March 2013 – December 2013)

Centralized the Cash Monitoring/Unpostable process to exceed deadline by three months

Created and instituted team building exercised to assist in a positive team oriented environment. Programs are now implemented annually.

Manage a staff of 20 people that will increase to 30 during December 2013.

Created two departments due to migration to Cloud-based billing system; cash monitoring and follow-up of unposted and received monies.

oCreated a third department to ensure all posting had been completed and accounted by third-party posting team

Established and implemented policies and procedures to monitor all deposits and postings to assist in monthly journal entries and bank reconciliation.

Assisted in the creation of cash monitoring spreadsheets and processes. Trained entire organization staff on use of worksheet as well as, held weekly conference calls to educate all office staff on capabilities of new Cloud-based operating system. Created a live training document to be used for training new employees and as a reference guide for current staff.

Payment Posting Team Lead (December 2011 – March 2013)

Payment Poster (August 2011 – December 2011)

Review all daily work for accuracy

Review and correct all posting issues and errors

Established and implemented written policies and procedures for the posting department

Posted insurance and patient payments with 98% accuracy

Processed paperwork for insurance and patient refunds

MDK Ventures – Venice, FL 2010 -2011

Independently owned Durable Medical Equipment Company with less than 75 employees. Multiple locations along the coast of Florida.

Accounts Receivable Specialist (May 2010 – August 2011)

Creating and maintaining spreadsheet for customer accounts

Prepare billing statements and payment plans

Posting of insurance and patient payments and prepare daily deposits

Assisted in Medicare Audit/Redetermination/Reconsideration cases

City of Sebring – Sebring, FL 2007 - 2010

Local Governmental Entity

Accounting Clerk

Instituted the process of on-line banking

Established and instituted monthly internal audit policies and procedures

Maintained the Asset system for the entire City – to include depreciation and gains and losses on sales of fixed assets

Reconciled multi-million dollar general fund bank account as well as, the operating payroll bank account

Assisted the external auditors with the audit process

Monitored and tracked Grant Funding – drawn down by local CRA (Community Redevelopment Agency)

Worked with all department heads in the budgeting process to assist in forecast spending for up-coming fiscal year

Monitored current year budgets to actuals; notifying department heads of needed Budget Amendments

Wrote budget amendments and justifications as needed throughout the year, to be presented to City Council for voting

Education

MBA

Mercer University Atlanta, GA

December 2016

MAcc

Mercer University Atlanta, GA

December 2016

BA in Accounting

Florida Institute of Technology Melbourne, FL

December 2013

Software Skills

Microsoft Excel (vlookups, hlookups, pivot tables), Word and Power Point

Pentagon, JobBoss, NextGen, Athena and Sunguard HTE

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