Accounting Manager

SUMMARY

Accounting professional with a proven record of accomplishment and successive increases in responsibility; focus on operational, technical and transactional accuracy, efficiencies and integrity. Diverse industry experience including distribution, manufacturing, grants and contracts, financial statement examination, expertise with OMB, CFR, SOX, and U.S.GAAP regulatory, compliance and internal controls reporting, budget preparation and management, audits, personnel management, turn-around projects, cash basis management/operations, software implementation and training.

PROFESSIONAL EXPERIENCE

Duke Energy/Johnson Service Group 9/2016 – 7/2018

Publicly Held Energy Company

Financial/Business Analyst/Asset Accountant (Contractor): Account reconciliation, policy and procedure development and implementation, financial analysis and reporting, financial audits, annual bench-marking project to support FERC reporting, Invoice coding audit, stores loading report, preparation of monthly department financial information including KPI drivers and one of a kind reporting for upper management, entity wide chart field remap for organizational restructure. Use of proprietary financial software, Oracle Account Reconciliation Management Software, Business Objects, advanced Excel including pivot tables.

Premier Yarns/Universal Yarn, Inc. 9/2014 to 8/2016

Import/Distribution

Accounting Manager: Responsibilities: Account reconciliation, bank reconciliations, new company-wide software implementation, policy and procedure development and implementation, cash management, bank reconciliation, financial analysis and reporting, financial audits, G/L, A/R, A/P and fixed-asset accounting in accordance with GAAP standards. Strengthened overall financial performance, development and implementation of internal controls, worked with budget team developing annual budget. IRS Audits, liaison with vendors, financial partners, international partners. Provided daily accounting ‘hands on’ management, cash management and staff oversight.

Accomplishments:

Company-wide implementation of ERP program

Develop and implement internal controls in accordance with GAAP and IRS code

Managed 3 sets of accounting records, 2 distribution 1 real estate investment

Assisted in creation of annual budget

Monthly close and preparation of financial reports

City of Charlotte – CATS/Apple One 8/2013 to 02/2014

Governmental enterprise/grants and contracts.

Financial/Business Analysis (Contractor):Responsibilities: Financial reporting, reconciliation, historical research and recreation. Streamlining of reporting processes, FAR 31, FTA, OMB and CFR compliance.

Accomplishments:

Development of cross walk for ERP mapping and implementation of department

Designed streamlined processes for monthly reconciliations and quarterly reporting

Training of staff in advanced Excel skills

Research historical data in accounting software to aid in department requests for reimbursement for grants and contracts that need closing

Tryon Distributing LLC 12/2011-7/2013

NC craft beer and wine distributor. Cash basis business.

Controller

Responsibilities: Accounting department turn around, new company-wide software implementation, policy and procedure development and implementation, cash management, bank reconciliation, financial analysis and reporting, financial audits, G/L, A/R, A/P and fixed-asset accounting in accordance with GAAP standards. Strengthened overall financial performance, development and implementation of internal controls, worked with budget team developing annual budget. Provided daily accounting ‘hands on’ management, cash management and staff oversight.

Accomplishments:

Assisted in company-wide software conversion and database clean up. Results: accurate financial data and inventory information

Created and implemented policies and procedures of accounting department staff to new software. Results: 25% increase in performance of department workload.

Implemented cross training of staff in all positions. Results: Improved morale and overall understanding of all phases of the daily processes and the effect on the financial data needed by manageme

Cruise Lines International, Association 2/2007-9/2010

Lobbying, regulatory, and education service provider. $25M operations budget. 5 direct reports

Accounting Manager Responsibilities: Financial analysis and reporting, financial audits, G/L, A/R, A/P and fixed-asset accounting in accordance with GAAP standards. Develop and manage external financial relationships (e.g., banks, insurers, auditors) strengthened overall financial performance, development and implementation of internal controls, worked with budget team developing annual budget, develop and manage vendor relationships and negotiation of contracts for services, human resource coordinator and PC systems administrator.

Accomplishments:

Rebuilt Cruise Lines International’s accounting department after the company relocated from New York to Florida.

Designed internal controls in accordance with GAAP and OMB

Developed accounting policy and procedures.

Negotiated waiver of a $35K IRS assessment due to improper reporting.

Obtained clean audits for years 2007, 2008 and 2009. CLIA not legally required to have external audits but did so as a “best practice”

Assisted in the integration of Cruise Lines International in the wake of its merger with another non- profit.

Worked with Human Resources specialist to create an Employee Handbook that provides guidance to employees and complies with federal requirements under EEOC, FLSA, FMLA, and others.

Assisted Cruise Lines International’s company-wide transition to online meetings. Training staff to use on line meeting software to improve their productivity and efficiency and 40% reduction in travel costs.

Seminole Tribe of Florida 8/2004-10/2006

Federally recognized Indian Tribe

Senior Accountant Responsibilities: Daily management of 8 accountants, managed 30 grants and contracts for tribe, performed accounting transactions in accordance with GAAP, FASB and GASB, oversight of fixed asset management, tribal FEMA liaison revenue recovery, trained junior accountants to manage state and federal grants and contracts, assisted in annual OMB A-133 audit.

Samish Indian Nation 11/1998 – 7/2004

Federally recognized Indian Tribe

Accounting Manager/CFO Responsibilities : Created ground up accounting department, implemented internal controls in accordance with GAAP, developed personnel policies and procedures, managed federal, state, and local grants and contracts for tribe, performed internal audits for compliance with grants and contract scope, developed and managed annual budget, trained accounting staff in fund accounting procedures. Prepared monthly financial statements and special reports for council, assisted in grant writing for new or continuing grants and contracts. Point person for annual external OMB A-133 audit.

Accomplishments:

Developed and received approval of indirect cost rate proposals. Results: Secured 30% operational funding for indirect costs.

Established investment policies and procedures and implemented sweep account with local financial entity Results: $150k to $200K additional funds for programs

Set up accounting and operations procedures for a new entity. Results: Clean audits with no material weaknesses or internal controls. Tribe became mature contractor

EDUCATION

M.B.A. Accounting and Finance, Colorado Technical University, Colorado Springs, CO.

B.S. Accounting and Finance, Colorado Technical University, Colorado Springs, CO

SOFTWARE SKILLS

MS Dynamics GP, People Soft Business Objects, Oracle Account Reconciliation Software, Power Plan Capital Asset Software, Advanced Excel, Word, PowerPoint, Access and Outlook, Quick Books Pro – Manufacturing and Distribution, Hyperion, Sage Pro ERP, Apprise Supply Chain software, Peach tree, GEAC, EDMS, e-Builder, SAP, Solomon, Lawson,, Crystal Reports, Creative Solutions, FRx, SQL reports.

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