Seasoned executive finance professional with 15+ years experience.
Possessing a wide range of practical application across a number of industries and a passion for communicating numbers.
1084 Beckingham Drive
St. Augustine, FL 32092
National Employee Benefit Administrators, Jacksonville, FL
— Accounting Manager
MARCH 2017 - PRESENT
Financial reporting oversight of health and welfare, pension, annuity, and education fund accounts for union clients with combined fund balances in excess of $500M. Supervision of 9 staff accountants. The Bridge of Northeast Florida, Jacksonville, FL — CFO SEPTEMBER 2013 - DECEMBER 2016
Responsible for all aspects of agency finances with a $6M operating budget. Oversight of financial reporting and budgeting, operational and grant budget development, account receivable and payable cycles, management of bank and insurance relationships, determination of employee benefits, evaluation of debt instruments and lease agreements, and supervision of 10 staff - including all Accounting, Human Resources, IT, and ETO (program effort and outcome database) staff. Communicate and present key financial metrics and performance indicators to CEO, the Board of Directors, board committees, and program managers. Allstate Dealer Services, Jacksonville, FL — Senior Financial Analyst
JULY 2008 - SEPTEMBER 2013
Project lead and accounting/finance subject matter expert for all new product initiatives and system enhancements. Responsible to draft business requirements and coordinate with internal resources, SAP and SCS (policy administration system) developers. Managed as many as 15 concurrent projects with financial process impact. Position additionally performed accounting functions for Allstate vehicle service contract business units. Provided ongoing support for TPA partners, performed metric analysis focusing on data integrity. Prepared ad-hoc statements, journal vouchers, account reconciliations, and assisted in GAAP and statutory closes in a multi-entity structure. Successfully implemented operational controls and reporting, automated FIB and year end reporting, ensuring SOX compliance. SKILLS
MS Office, Access, SharePoint
Platform agnostic accounting
Analytics that lead to decisive
Adept cross organizational
Various Organizations, Jacksonville, FL — Consultant MAY 2006 - JULY 2008
Financial forensics consultant positions at several companies. Significant projects included: project member for a $200M GL reconciliation and system conversion from AS/400 to SAP for Vistakon; audit and $140M reconciliation of custodial flexible spending health care accounts for Blue Cross & Blue Shield; coordinate year end financial package, conduct procedure audit, supervise accounting system conversion for The Marko Group.
CDigital Markets, Baltimore, MD — Controller
JULY 2004 - APRIL 2006
Responsible for oversight of all finance, accounting, and reporting activities for a digital print firm. Maintained internal control and safeguards for receipt of revenue, costs, and program budgets and actual expenditures. Communicated monthly, quarterly, and annual financial statements. And managed organizational cash flow forecasting by working in partnership with the ownership group.
Logan Grant, Inc., Baltimore, MD — VP Finance and
JULY 2001 - JUNE 2004
Responsible for the strategic planning, development and financial leadership for an interior design firm. Administered a $2M operating budget, provided forecasting, trend analysis and managed daily activities for a staff of 3. Implemented key metrics to track job profitability that improved RFP bid margins by 30%.
Logan Grant, Inc., Baltimore, MD — Finance Manager JULY 2001 - JUNE 2004
Managed accounts payable and receivable, payroll and general bookkeeping for the firm. Prepared and filed monthly and quarterly tax forms, coordinated year end filings with external audit. Provided financial statements for principals. Successfully coordinated accounting conversion to Quickbooks resulting in increased accuracy, efficiency, and reporting.
Barrington University, Mobile, AL — MBA, 2004
Barrington University, Mobile, AL — Bachelor of Business Finance, 2002
University of Maryland, Baltimore, MD — 90 Credit Hours, 1995-1998
Available upon request.