Project Management Senior Financial

Thomas B. Long, CMA, MBA, AFA

*** ******* ****** *******, ** 27006

336-***-**** ********@*****.***

Senior Accounting Professional

Certified Business Accountant Tax Professional with over 25 years’ experience of successful accounting, finance and project management.

PROFESSIONAL EXPERIENCE

Corporate FACTS 12/2023-present

Senior financial consultant

Help business clients maintain efficient and accurate accounting practices. Provide expertise to help clients understand the meaning behind their financial data and how those numbers affect their business. Provide recommendations for improved profitability.

Lydech 12/2/22 – 12/31/23 (contract)

Senior Cost Accountant

Building BOM’s

Prepare cost cards to present to leadership for approval.

Costing variances, variable overhead

Month end account analysis

Cogent Analytics 12/1/21 – 12/1/22 (contract)

Senior Accounting Consultant

Help business clients maintain efficient and accurate accounting practices. Provide expertise to help clients understand the meaning behind their financial data and how those numbers affect their business. Provide recommendations for improved profitability.

North Carolina School of the Arts 5/16/16 – 12/1/21

Senior Staff Accountant/Analysis

Account analysis

Prepare financial statement under GAAP principles.

Supervisor of AR and AP clerk

Budget and forecast planning

Month end closing

Account lead for yearly audit

Sealy High Point, NC (contract) 3/2/2015-9/2016

Senior Analysis Costing/Special Projects

Suspense account research and reconciliation

Process daily balancing functions

Special audit research and analysis

Yadkin Valley Finance District Booneville, NC (contract) 4/2014-3/2015

Assistant Finance Director

Account analysis

Prepare financial statements under GAAP principles.

Budget and forecast planning

Special projects requested by management.

Supervisor and train staff

BB&T Winston Salem, NC (contract) -1/13 2/2014

Senior Financial Planning Analyst IV

Support and provide leadership as needed for the Corporation’s annual budgeting and monthly forecasting processes.

Support the Forecasting Manager in the monthly forecasting process. Assist in the various trend analyses and develop forecasting models to validate forecasts. Serve as a liaison to the forecasters to help understand forecast variances and improve the monthly accuracy levels.

Perform month-end close variance analysis. Provide thorough variance explanations.

that Executive Management will utilize for performance assessment and strategic decision making. Serve as a primary point of contact for planning, accounting and general ledger.

questions for managers and analysts throughout the corporation. Assist with analysis, reporting, inputting of profit plans, troubleshooting, etc.

Active participant in the preparation of the Corporation’s annual financial plan and forecasting.

Provide ad hoc analysis and project management support as necessary.

SOX Reporting

TK Holdings (Takata), Greensboro, NC (contract) 1/2013-6/2013

Senior Accountant

Hyperion (Oracle) base account analysis under GAAP principles

Prepare and reconcile intercompany financial statements.

SEC and SOX Reporting

Other projects requested be management.

Truliant Federal Credit Union, Winston-Salem, NC (contract) 1/1/12-12/2012

Financial Analyst

Performed accounting functions for organization, maintains chart of accounts and assign codes in accordance with internal policies

Prepared month-end entries, monitors prepaid, accounts receivables and accounts payable for organization along with its subsidiaries

Performed periodic review of financial reports and verifies accuracy and fiscal solvency

Performed statistical analysis of expense and income accounts and budgets

Monitored and evaluated budgetary line items for appropriateness to ensure fiscal solvency and accountability

Maintained communication with internal management regarding issues/questions

Maintained statistical reports and monitors timelines to meet strict deadlines in internal and external reporting regulations

Assisted with the review and verification of statistical and financial information including independent audit reports

Researched and analyzed financial data for internal management

Created, organized, and maintains files using database and spreadsheet programs

Collected, retrieved and organized data to identify financial discrepancies and resolves management inquires

Keller Williams Real Estate, Winston-Salem, NC 2009-2011

CFO

Prepared monthly financial statements

yearly budget

account analysis

receivable

payables

payroll

quarterly taxes

Randolph Community College, Asheboro, NC 2007-2009

Accounting Professor (part time)

Teaching financial, cost, and managerial accounting in the evening

Alternative Brands, Inc Mocksville, (company closed) 2006-2007

Corporate Controller

Prepared financial statements, accounts payable, taxes, budgets and projects for the president

Analyzed monthly accruals, prepays and prepared depreciation and debt schedules

Supervised an accounting staff of ten, coaching and counseling, performance reviews, etc.

Costing Evaluation.

TCI Logistics, Kernersville, NC (company closed) 2004-2006

Controller

Prepared financial statements, accounts payable, taxes, budgets

Analyze monthly accruals, prepays and prepare depreciation and debt schedules

Costing Analysis – fuel

Supervised and coached an accounting staff of seven

Energy United, Statesville, NC 1999-2003

Accounting Manager

Prepare financial statements

accounts payable

accounts receivable

general ledger

Costing

developing accounting reports and supervised an accounting staff

Other: During lay-offs and gaps of employment, work in Long’s Accounting Service and previous assignments include Temporary Consultant for Vulcan Materials, Reynolds American and Substitute Teacher for Forsyth County Schools.

Certifications

Certified Business (Public) Accountant

Accredited Tax and Accounting Preparer

NCACPA Staff Accountant Training Accredited Financial Analysis and lending

Education

MBA Accounting, Western University (online)

B.S. Business, Appalachian State University

Concentration, Accounting, High Point University

CUNA, Lending certification University of Wisconsin School of Business

Professional Associations

HPU Accounting Society

Regional Alumni Director – KWU

Former Board Member – YMCA

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