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Budgeting & Forecasting,Financial Modeling,Full Cycle Accounting

Ellenwood, Georgia, United States
November 14, 2017

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Greater Atlanta Area C: 404-***-****


Analytical and detail-oriented professional with solid experience in areas of finance and accounting. Highly adept at collaborating with all members of the organization to fulfill the financial objectives and the company’s mission. Skilled at implementing processes effectively to find new ways to produce accurate and timely results; training and empowering others to improve productivity, and building relationships with others to address their needs. Proficient in Microsoft Office Suite, MS Dynamics Great Plains, PeopleSoft, MAS 90/200 and Forecaster. Additional areas of expertise include:

Budgeting & Forecasting

Financial Modeling

Financial Reporting

Full Cycle Accounting

Fixed Asset Management

Cash Management

Variance & Trend Analysis

Balance Sheet & Cash Reconciliations


Oversaw the preparation of the $45 million annual budget. Consolidated departmental templates to create annual operating budget review by CFO, COO and President

Restructured the revenue reporting process to streamline the monthly recording of $8 Million in grant revenue

Contributed to 80% of agency grants awarded by developing a forecasting model utilized for budgets submitted during application process

Implemented electronic payments for vendors and employees receiving payments from Accounts Payable.

Selected Jefferson Wells Employee of the Month based on assisting Regions Bank in identifying suspense account entries and reconciling balance sheet accounts in preparation of Y2K compliance

A member of a team that assisted St. Joseph's Hospital in recovering $22 million in revenue by correcting previously submitted claims to meet Medicare requirements


ClearPoint Financial Solutions, Atlanta, GA. 2001 - 2017 (formerly Consumer Credit Counseling Service & CredAbility. Merged with Money Management International 12/31/ 2016 – Department eliminated)

Director of Accounting Assistant Controller (2016 – 2017)

Provided leadership to a staff of 3 in all areas of accounting, finance and cash management

Managed the month end accounting close process, and preparation & analysis of monthly and quarterly financial statements

Coordinated the provision of information to external auditors for the annual financial audit and compliance audits

Oversaw the accounts receivable and accounts payable processes, and reviewed cash receipts and disbursements


Greater Atlanta Area C: 404-***-****

Financial Analyst Accounts Payable Manager (2006 – 2016)

Performed trend and variance analyses for both actual and budget versus actual activity to measure the financial performance of the agency

Managed the annual budget process and trained 80 managers to effectively utilized our Forecaster budgeting system

Oversaw Accounts Payable process by reviewing data entry of accounts payable data, ensuring that expenses are recorded to the correct general ledger account and department, and ensuring invoices are paid in a timely manner. Responded to any inquiries by vendors or employees

Performed weekly cash flow analysis of the agency’s operating account

Financial Analyst (2001 – 2006)

Prepared operating expense budget model for all departmental and business segments of the agency

Prepared cost accounting reports to support line of service reporting to agency management and the Board of Directors

Prepared weekly check run by reviewing invoice data entry, printing and mailing checks

Performed unit cost analyses on key expenses

Jefferson Wells International, Atlanta, GA. 1998 – 2001 (Currently Experis)

Accounting Consultant

Performed accounting, internal audit and consulting services to clients in banking, healthcare, utilities, and state government industries

Back-filled the position of internal auditor for Oglethorpe Power Corporation

Assisted Georgia Department of Defense reconcile balance sheet accounts to prepare for a PeopleSoft implementation

DTE Energy, Detroit, MI. 1996 – 1998

Financial Analyst Plant Accountant

Performed plant accounting, general ledger accounting, financial analysis and forecasting for various business units

Prepared an annual report that determine the insurable status of $4.4 billion of plant assets under the company's fire insurance policy

Prepared financial models for nine power plants, which required creating financial statements for each plant


Masters of Business Administration: Finance - Clark Atlanta University, Atlanta, GA. 1991 - 1992

Bachelor of Science: Accounting - Lincoln University (PA.), Oxford, PA. 1985 - 1989

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