Financial & Accounting Expert, CPA, Director, Controller

RESUME for an Accounting and Finance Professional

Patricia A Nelson, CPA

Williamsburg, Virginia 23188 757-***-**** **********@*****.***

E X P E R I E N C E

ROBERT HALF Interim Controller April 2025-present

At Sweet Briar College, prepare monthly operating reports, control g/l, supervise team of 4. Cover payroll responsibilities for exiting HR Generalist.

AERY AVIATION Controller November 2024 - February 2025

Create financial statements for multiple entities relating to Navy contracts and emergency aviation services. Supervise payroll, accounts payable and finance specialist. Lost Navy contract.

OLD DOMINION UNIVERSITY Director Financial Operations, Darden College of Education May 2023-Jan 2025

Transform Darden College of Education and Professional Studies financial processes working with Dean, Assistant Deans, departmental Chairs, fiscal staff, Academic Affairs and several shared service departments in moving to a centralized fiscal operations model. Develop 2and produce financial deliverables for the college to accommodate Dean, Chair and Academic Affairs requirements. Monitor multiple spending types (E&G, gifts, grants, research, discretionary and auxiliary) and programs for policy compliance, forecast and budget preparation and to research anomalies. Consolidate college’s spending and provide recommendations for spending and budget change requests to Dean and to departmental Chairs. Present strategies to optimize current funding as well as future budget submissions. Perform labor dollars management reporting to Dean by creating on demand reporting with ODU IT. Meet with Chairs monthly to review their department’s budget to actual and forecast to budget. Perform multiple ad hoc requests to various customers from students to AVP, often acting as expeditor. Meet with various assistant deans to support their reporting needs and to communicate finance department activities.

Lead and supervise 4 fiscal positions. Conduct staff meetings weekly and one on ones monthly. Submit annual performance reviews. Rewrite one position to a Budget Manager and gain approval to hire one additional fiscal tech, to bring fiscal staff to 5. Recruit and hire 3 fiscal staff within 60 days of my initial start date. Train new staff members, writing and amending internal control policies for our college as needed.

WILLIAM & MARY Manager, Fiscal Services (Budget, Review and Analysis) March, 2019 – October, 2022

As part of Facilities Management, work with fiscal techs and leadership to streamline transaction processing and eliminate backlog. Produce annual labor rates budget model to recoup Facilities labor, indirect and overhead costs. Supervise fiscal team to process labor and non-labor direct costs and to push those costs to E&G, Auxiliary, Capital and Gift programs through job cost allocation software. Perform reconciliations and budget to actual and year over year analyses. Manage several zero-based budgets, with 30,000+ line items per month. Provide new hire fiscal staff training, process transactions as needed, approve Pcard transaction, approve eVA Purchase Orders, produce journal entries. Reform processing utility invoice processing for timing accuracy and to prevent missed payments for missing invoices.

Re-energize and substantially improve stalled implementation of capital project management database (e-Builder). Manage and direct processes and transactions recording to ERP to achieve superlative accuracy and efficacy. Recruit, hire and train analyst. Produce CWIP, project closing and DEB reports for various users. Leverage multiple software systems to feed various databases. Approve project funding requests, contracts and change orders. Ad-hoc reports to Directors, CFO, and AVP.

Recruit and train one professional level staff member. Supervise staff of 4.

Patricia Nelson, CPA resume Page 1 of 3

POWER MECHANICAL, INC. Executive Consultant July, 2016 – January, 2018

Returned to this prior employer (refer to Controller below) to share metric based business processes gained at Dominion. Generate, prepare and present proposals for financial related improvements. Disseminate and implement approved projects and results. Mine and organize data, interact with employees, observe and report on work practices, review policies and research current industry practices to develop, recommend improvements and participate in implementation and post-testing.

DOMINION ENERGY Supervisor, Financial & Business Svcs October, 2005 – June, 2016

Consolidator, Financial & Business Services Consolidate monthly net income and capital forecasts, quarterly 5-year budgets, for multiple out of state power plants operating in competitive market, corporate cost center, plants under construction and divestitures, using multiple ownership and financing configurations. Investigate F2A B2A, and F2F monthly, quarterly and annual variances. Quantify and prepare analyses for executive level variances. Develop and present monthly forecast for approval to Power Gen operational directors and executives, focusing on significant changes from prior forecast. Produce direct/indirect and discretionary vs non-discretionary monthly report for actuals, forecasts and multi-year trends, focusing on production costs per megawatt hour. Solicit and incorporate financially related input from supporting operational groups, such as engineering, project management, shared services, fleet management, business development, treasury, accounting and tax for monthly and budget reporting. Convert information to numerical story, identifying significant take-aways. Suggest operational changes to meet corporate initiatives and incorporate into forecasts and budgets as approved; report out same to corporate. Produce, submit, upload and analyze corporate financial data for further consolidation Annual Incentive Plan score keeper for division. Disseminate data to corporate and leaders. Participate in software implementations as requested.

Supervisor, Financial & Business Services

Power plant analyst for 4 power plants, supervise 5 remote invoice processors. Monthly reporting for projected annual operational and capital spending for each power plant by variable, fixed, discretionary and large project spending categories. Annual preparation of 5-year O&M and Capital budgets by project and by g/l account. Regulatory filings preparation. Review and sign off on each capital project, ensuring business case represents a responsible investment for stakeholders and that internal control policies are met. Create cost objects in SAP system software to appropriately capture costs and push correctly to WIP. Close out projects by updating database that served fixed assets internal controls. Ensure power plant personnel comply with purchasing policies and financial direction set by plant director. Create staff annual performance objectives and conduct reviews. Develop improvement plans as needed.

Supervisor, Chesterfield Power Station

Power Plant Analyst, supervising 1 analyst and 1 invoice processor. Monthly reporting for actual and projected annual operational and capital spending for large power plant. Annual preparation of 5-year budgets. Reports created for two separate user groups. Power plant required cost object-based reporting; corporate required summary reporting with variable spending, fixed spending and large projects carved out. Ad hoc reporting, establish methods to report compliance for new mandates or requests. Six Sigma project reviewer, validating savings. Attend daily operational meetings to ensure current events are incorporated into forecasts.

Sr. Financial Analyst Yorktown Power Station

Power plant analyst, supervising 1 invoice processor. Monthly reporting for actual and projected annual operational and capital spending for power plant. Annual preparation of 5-year capital and O&M budgets. Reports created for two separate user groups. Power plant required cost object-based reporting; corporate required summary reporting with variable spending, fixed spending and large projects carved out. Annual preparation of 5-year budgets – by category of spending and by g/l. Review and sign off on each capital project, ensuring business case represents a responsible investment for stakeholders and that policy requirements are met. Create cost objects in SAP system software to appropriately capture costs and push to correct g/l account. Ensure power plant personnel comply with corporate financial policies.

Patricia Nelson, CPA resume

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POWER MECHANICAL, INC. Controller October, 1988 – October, 2005

Produce all financial reporting and analysis, supervise staff of 3 to process all financial transactions including sales invoicing, A/R, AP, payroll, job costing, fixed assets, taxes, purchasing and general ledger. Build accounting department from ground floor including software and hardware, policies and staff. Create and improve internal control processes to meet GAAP, income tax and organizational needs. Working with external legal, accounting and banking resources, create multiple entities to manage risk and financing. This included a leasing company, C Corps, S Corps and partnerships. Work closely with owners to manage personal and multiple entity corporate taxes.

Manage cash flow. Manage negative covenant requirements and working capital requirements. Monitor and control costs. Review contracts prior to execution. Investigate margin variances, reporting anomalies to President. Initiate annual shopping for business insurance, employee benefits, surety line

and rates, banking and borrowing, audit and tax preparation services. Rank bids and recommend to President. Develop and present cost and tax savings initiatives. Responsible for approving project management change orders and investigating bid to actual variances. Develop and monitor margins by division, investigating and disclosing variances to executives. Primary contact for auditors – IRS, DOL, sales tax, federal contract reviews, business license, property tax. Prepare documents for annual schedule for external auditors; review and tax return preparation.

Mine peer financial data primarily through D&B; rank and present data.

S O F T W A R E E X P E R I E N C E

Microsoft Excel, Power Point, Word, Outlook, SharePoint, Teams

SAP, Cognos, Oracle, Hyperion, UI, GKS benchmarking

Banner, Argos, Analytics, FAMIS, Jaggaer, Discoverer, Qlik, e-Builder

Chrome River, eVA, BOA Works, Papers, Kuali

MS Dynamics Great Plains, S2K, D&B benchmarking

Various proprietary databases

Quick Books Online, Bill.com

E D U C A T I O N

Christopher Newport University

BS Accounting

BS Business Administration, Finance concentration

Continuing Professional Education – working towards Analytics Certificate

L I C E N S E

Certified Public Accountant, Commonwealth of Virginia

Patricia Nelson, CPA Resume

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