Accounting Manager – Impact Health, Asheville, NC January 2022 – January 2023

Responsible for implementing the accounting functions for a start-up non-profit. Developed system for reviewing quarterly reports from 42 non-profit organizations in western North Carolina and consolidating that information for reporting to the state.

Finance Director - St, Johns Housing Partnership, St Augustine, FL 2015 – 2021

Responsible for all financial aspects of a construction-based non-profit. Funding sources included local, state and federal agencies with monthly/quarterly reporting requirements. Duties included:

Monthly or quarterly grant billing/reporting, including:

ofederal funds passed through a state agency

ostate funds

ocity and county funds

oprivate (foundation) funds

Supervising payroll, payables and receivables functions.

Capitalizing new assets and calculating depreciation.

Calculating monthly work in process entries.

Reviewing balance sheet and profit and loss statement monthly.

Year-end adjusting entries, including asset depreciation.

Working with the external auditor to complete the annual audit.

Reviewing bank statements/reconciliations. (Reconciliations performed by executive director.)

Software used here is QuickBooks Desktop. This version of the software allows the creation of an individual job number for each house the crew worked on, and the creation of an individual class number for each funding source used.

Accountant - W. H. O’Connell & Associates, PA, St Augustine, Fl. 2001 – 2015

Conducted, in whole or in part, non-profit audit and review engagements. These included both for-profit and non-profit clients.

Assistant Finance Director/Finance Director – PACE Center for Girls, Inc. 1997 – 2001

Responsible for all financial aspects of a statewide non-profit with a budget of approximately 20 million dollars. Directly supervised an accounting staff of 6.

Designed and implemented the accounting and internal control systems to manage State and Local grants. Hired and trained all accounting personnel.

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Accounting Supervisor – GATX Logistics, Inc. 1994 – 1997

Responsible for fixed asset management, insurance allocation, and preparation of the monthly financial statements for reporting to GATX Corporation (parent company).

Internal Auditor – GATX Logistics, Inc. 1991 – 1994

Performed internal audits of warehousing and trucking operations throughout the United States, including both financial operations and internal controls and processes. Performed audit test work and prepared financial statements for the external auditors at year-end.

Accountant – Davis, Monk, Farnsworth & Company, Inc. 1987 – 1991

Primarily responsible for auditing governmental and non-profit entities. Also provided accounting services for local small businesses.

Education:

Auburn University, Alabama – Bachelor of Science in Business Administration, Accounting Focus, June 1987.

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