Accounting Financial

Finance, HR & IT Accounting Expert

Proven Leader; M.B.A. professional and C.P.A. Candidate with an exceptional track record in developing and sustaining financial viability while being accountable for all areas of financial control, forecasting, reporting, budget preparation, fiscal declarations as well as audit intervention.

Finance Subject Matter Expert; proven ability to identify and implement improvements to streamline processes and increase efficiency, productivity, and profitability with in-depth technical working knowledge of manufacturing/cost accounting standards.

Extensive Knowledge within Financial and Accounting Fields; lead to become instrumental in monitoring financial performance by measuring and analyzing results; initiating corrective action, as well as minimizing the impact of variances.

Proven Strengths

General Ledger

Financial Statements

Financial Analysis

WIP Reporting Analysis

Budgeting

Cash Management

Management Accounting

Accounting Software

Cost Accounting

Forecasting/Financial Modeling

Internal/External Reporting

Cost Benefit Analysis

Technical Skills & Special Training

Microsoft Dynamics AX

Microsoft Office Suite

Lotus Notes

Quicken

QuickBooks (Certified Pro-Advisor)

ADP

ERP/MRP Accounting Modules

Software Conversion & Implementation

Timberland

Microsoft Dynamics SL

NETSuite

In-Flow Inventory System

Fishbowl

Hyperion (HFM)

Essbase

BlackBaud

Misys

Oracle

PeopleSoft

Solomon Great Plains

SAP Technical Financial Systems

AS400 Financial System

QAD

Paylocity

Peachtree Accounting Software

Crystal Reporting 9.0

Cognos BI 8

EPICOR

Macola

MAS 500/MAS 90

JD Edwards

Great Plains

Sage Payroll/ERP

Infor Fourth Shift

DCF & EVA

Lawson

Paycom

Recent Professional Experience

ZOOM MARKETING PARTNERS - Cornelius, NC

Corporate Financial Controller, 2018 – 2019

Work closely with colleagues across the company in an effort to align financial goals and objectives throughout the organization. As Head of Finance, responsibilities include being accountable for directing the fiscal functions of the corporation in accordance with Generally Accepted Accounting Principles (GAAP) issued by the Financial Accounting Standards Board (FASB), and other regulatory and advisory organizations in accordance with financial management techniques and practices appropriate within the industry. Accountable for the accounting operations to include but not limited to the creation of periodic financial statements and ensure that reported results are accurate. Responsible for the daily treasury operations including borrowing activities, collateral reporting, payroll, accounts payable and accounts receivable.

Key Results:

Plan, develop, organize, implement, direct and evaluate the organization's fiscal function and performance

Participate in the development of the corporation's plans and programs as a strategic partner

Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies and regulatory action

Develop credibility by providing timely and accurate analysis of budgets, financial reports and financial trends in order to assist the CEO/President, and other senior executives in performing their responsibilities

Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the corporation

Establish credibility throughout the organization and with the Board as an effective developer of solutions to business challenges

Provide technical financial advice and knowledge to others within the financial discipline

Continual improvement of the budgeting process through education of department managers on financial issues impacting department budgets

Provide strategic financial input and leadership on decision making issues affecting the organization; i.e., evaluation of potential alliances acquisitions and/or mergers and pension funds and investments

Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position

Develop a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs

Be an advisor from the financial perspective on any contracts into which the corporation may enter

Evaluate the finance division structure and team plan for continual improvement of the efficiency and effectiveness of the group as well as provide individuals with professional and personal growth with emphasis on opportunities (where possible) of individuals

RTS VAPES, INC. — Charlotte, NC

Plant Controller, 2007 - 2018

Responsibilities include managing technical financial and accounting functions and operations for the entire manufacturing plant. Act as a business partner to CEO, Executive Management, and private equity owners, this position manages and executes the Annual Operating Plan. Primarily responsible for human resources, payroll and accounting operations, the vast array of financial reporting for the company. These reporting functions results in compliance with U.S. GAAP and/or IFRS. Accountable to financial statements, profit/cash flow analysis, and management of lines of credit was ensured by maintaining all software platforms. As management team member, my participation in strategic planning is critical for various forecasting, financial modeling, cost analysis, tax planning, and cash management/investment strategies. Corporate liaison with lenders and auditors (external accounting firm, IRS, Property Tax Assessors, local DOR). Set up new raw material, packaging, WIP, and FG items; create and maintain production BOMs; maintain periodic cost rolls/updates.

Key Results:

Recruit, mentor, develop, and retain a diverse accounting team in a caring and productive environment

Work closely with department leaders and their teams to educate them regarding Finance and Accounting procedures and explore how the Accounting team can further support the business

Create, review and implement controls and operating procedures to ensure soundness of financial and operational reporting, ensuring compliance with Sarbanes Oxley, GAAP, and other regulatory requirements

Prepares, analyzes and submits company financial statements to consolidating software

Support ongoing Merger and Acquisition activities by providing timely analysis and accurate accounting of proposed transactions

Coordinate creation and maintaining effective costing systems to ensure accurate raw material, WIP and finished goods inventory costs

Monitors bank statement reconciliation, cash position, general ledger and inventory costing

Responsible for oversight and coordination of internal and external financial audits

Prepares or oversees preparation of reports required by regulatory agencies

Established overhead budgeting system using Microsoft Excel to improve expense tracking

Introduced cafeteria plan and designed bonus system to improve employee morale during downsizing

Prepare and analyze financial and operational reports; perform variance analysis and Cost Benefit Analysis (CBA)

Responsible for the accuracy of the general ledger to ensure timely and complete financial reporting is delivered. This includes ensuring all accounts are reconciled on a timely basis, inventory is counted and valued properly, and all reserves and accruals are accurate and timely

Responsibility for the cost accounting system including accurate development of work center costs, accurate and timely standard costs

Coordinate budget preparation and monitor budget variances;

Preparation of weekly, monthly, and quarterly plant financial reports;

Review, analyze and monitor operating results in relation to manufacturing and administration costs, budgets and operating policies and prepare suggestions for corrective actions & improvements;

Provide financial analysis and support in the evaluation of capital purchases;

Assist Plant management in the preparation of quotes and ensure cost data is accurate

PALMETTO ASSOCIATION FOR CHILDREN AND FAMILIES — Lexington, SC

Chief Financial Officer, 2003-2007

Responsible for the overall authority of the financial operations of the organization, budget preparation, administration, audit, taxation, accounting, monthly closing of books, account reconciliation, and journal entry adjustments. Manage financial record keeping and reporting. Maintain monthly financial records relating to income, cost reporting, expenses, tax reports, 990 filing, accounts payable and accounts receivable. Ensure internal controls on all financial transactions, manages human resources records, payroll, and promotes the financial well-being of the Association and its member agencies. Acts as the facility manager in maintaining the company website as Webmaster and responsible for all office technology issues. Manages all functions related to receipt and record keeping of all revenues and payment of all expenses. This includes revenue from all sources, including member dues, grants, contracts, and training activities. Prepare all monthly, quarterly, and annual operating financial reports annually.

Key Results:

Prepare annual budget and financial reports required by the Chief Executive Officer

Serve as Human Resources liaison for the organization

Develop, maintain, and execute cost proposals and financial records for all grants and contracts. Produce ad-hoc reports as needed to depict income and expense

Established relationship with national client to grow business from $30k billing to $376K year over year.

Coordinate the preparation and delivery of all material necessary for the annual audit

EAU CLAIRE COOPERATIVE HEALTH CENTERS — Columbia, SC

Controller, 2000-2002

Manage accounting operations, accounts receivable, payable, petty cash, payroll, and fixed assets departments for 12 sites. Ensure use of correct account postings to the General Ledger. Manage opening and closing of monthly and yearly budgets and payroll in accordance with GAAP. Create monthly financial analysis reports for federal, state, and local grant allocations. Arrange and oversee completion of all work including posting, processing, and verification of receipts, credit claims, refunds, interest charges, and records. Reconcile bank statements and credit card accounts. Review the general ledger and trial balance reports. Develop monthly, quarterly, and yearly financial forecast projections. Prepare all supporting schedules for financial statement preparation. Provide supervision, performance evaluation, and training for technical accounting staff of 23, delegating authority to collect revenues while maintaining equipment. Reconcile fixed asset module, including depreciation schedules and handled administrative record keeping.

Key Results:

Manage general ledger closing and maintenance

Administer 403(B) retirement plan

Supervise, plan, and budget audit engagements

Other Professional Experience: Summarized

PALMETTONET, INC. — Columbia, SC

Senior Cost Accountant, 1995-2000

The cost accountant position is accountable for the ongoing analysis of process constraints, target costing projects, margin analysis, and tracing costs back to underlying activities. The cost accountant must also construct and monitor those cost-effective data accumulation systems needed to provide an appropriate level of costing information to management. Prepare actual vs. plan (budget) analysis. Prepare various financial analysis related to

manufacturing costs, inventory, and expense information for various customers as needed for decision making support.

Key Results:

Construct data accumulation systems for cost accounting system

Create and review the controls needed for data accumulation and reporting systems

Analyze capital budgeting requests

Interact with Production to ensure Bills of Materials (BOMs) are accurate and up to date. Review and audit BOMs to ensure they reflect the latest manufacturing practices

Analyze actual labor, material, and overhead cost against Standard/Budget. Research and explain variances. Propose new labor and overhead rates. Proactively report informational data as needed

Work with the finance department to implement and apply cost accounting policies and procedures as they are derived

Support efforts for implementing and maintaining internal controls for operations, sales, engineering, and finance

Perform ad hoc product/plant cost analysis to support the operations

Support and enhance monthly P&L forecast, applying learnings to annual budget preparation

Assist with monthly close, including inventory and WIP analysis, preparation of journal entries, certain balance sheet account reconciliations, and trend analyses

Develop complex financial models used across a variety of financial and business areas including forecasting future raw material needs, calculating the valuation of a security or the benefits of a merger or to check the size of the market opportunity and to quantify and predict risk

BLUE CROSS BLUE SHIELD OF SC — Columbia, SC

Accounting Manager, 1990-1995

Responsible for performing tasks related to financial administration and governmental audit team. Collaborate with audit team with providing advisory insight for governmental contracts TriCare division had been awarded. Lead and support various accounting compliance audits performed both internally and externally by U.S. Government agencies (DoD and DOI). Collaborate with audit team with training on various government accounting compliance topics such as FAR Part 31, cost reimbursable contract types, indirect cost rates, time reporting and cost accounting standards. Oversees recording and processing of financial information, prepares reports, analyzes financial results, assists accounting staff with direction and information, recommends process improvements and will assist with the implementation of a new accounting system;

Key Results:

Construct data accumulation for a cost accounting system implementation

Knowledge and understanding of US GAAP in the capital markets industry (insurance and gov’t contracts)

Managed audit for BCBS-SC – Big 4 accounting firm (Deloitte) and (EY)

Supervise, direct and review the work of the accounting staff (including but not limited to cash reconciliations, check runs, A/R and A/P transactions, fixed asset activity, payroll, recording of revenue and expenses, etc.)

Manages and reviews general ledger on a monthly basis to ensure accuracy

DCAA Compliance per DoD (Dept of Defense) and TriCare Governmental Contract

Education

C.P.A. Candidate – (Certificate of Accountancy) - Becker’s Professional Education

M.S., Accounting (Information Systems Mgmt & Technology) - Webster University

M.B.A., Business Administration (Accounting) - Webster University

B.S., Accounting (Major); Human Services (Minor) - Columbia College of SC

Professional Affiliations

Association of MBA’s (AMBA)

Society of Cost Management (SCM)

American Accounting Association (AMA)

Women in Manufacturing (WiM)

Certified Non-Profit Accounting Professional (CNAP)

Society of Human Resources Management (SHRM)

Sarbanes Oxley Compliance Professional Association (SOXCPA)

Junior League Charlotte (JLC)

Kappa Delta Pi

Notary Public (NC)

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