Skills and Accomplishments
Education
Masters of Science in Leadership and Management, WGU.
Bachelors of Business Administration with a Concentration in Accounting, Roanoke College
Previous Certifications
Certified Management Accountant
Certified Public Accountant
Certified in Financial Management
Certified Information Technology Professional
Retirement Housing Professional.
Six Sigma Greenbelt
NetSuite Financial User Certification
Software and Systems
NetSuite, Oracle, SAP, Intacct, Great Plains, FRX, ADP, Hyperion, Business Objects, SalesForce, QuickBooks Level I & II, Visio, Sage MIP, SOS, dmsi Agility, (+ Pivot Tables + Vlookup), PowerPoint, Word, accounting software installation and configuration, data conversion, and data mapping.
Industries
Manufacturing, distribution, healthcare, not-for-profit, retail, high-tech electronics, aerospace, laboratory, state and local government, construction, wholesale / retail, regional CPA firms, museum, and temporary staffing.
Summary of Experience
Cash-flow: bank reconciliations, make deposits, multi-entity cash management, cash, budgeting, debt covenants
Accounts Payable: PO processing, invoices, electronic and check payments, setup electronic payment systems
Accounts Receivable: invoicing, apply payments, collections, medical billing, contractor statements of value
Financial Statements: generation of statements, streamline statement generation, formatting and format change, adoption of new standards
Cost Analysis: process costing, job costing, hybrid ‘modular costing’, standards development, costing libraries, costing automation, costing budgets, operations to financials reconciliations, Medicaid/Medicare cost reports
Financial Analysis: operating variance analysis, budget variance reviews, statistical reviews, balance sheet reconciliations
Financial Management: strategic management of the Finance Department, senior level contributor, C-suite experience as CFO, conversion of strategy to tactical plans, Board of Trustees / Ownership financial reporting
Inventory: cycle counting, annual inventory counts, goods received reconciliations, inventory planning levels
Internal Control: segregation of duties, flowcharting processes, control audits
Financial Systems: system evaluations, planning, installation, data configuration, data transfer, testing
Data: dashboards, validation, data conversions, user acceptance testing, creation of data templates
Audit: annual audit preparations, work with internal and external audits, internal audit programs, external audit teams
Taxes: 990’s, payroll tax returns, sales tax and gross receipts returns
Special: tax exempt bond issuances, HUD financial reporting
Human Resources: temporary management of Human Resources department, resume evaluation, job requirements, discipline / firing, staffing restructuring, budgetary staffing levels, compliance reporting