Knowledgeable finance and operations professional with strong background in financial leadership and strategic planning. Successfully led financial transformations and streamlined operations to enhance profitability. Demonstrated expertise in financial analysis and risk management.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Chief Financial Officer & Chief Operating Officer
Cannon Mortgage Company, Inc.
03.2025 - Current
Oversee financial operations including budgeting, forecasting, cash flow planning, and financial modeling.
Lead accounting functions such as month-end close, reconciliations, payroll, and financial reporting.
Implement financial controls and SOPs to improve accuracy and audit readiness.
Direct multistate licensing, compliance, and regulatory workflows.
Manage compensation structures, vendor partnerships, and operational software.
Collaborate with CEO on strategic initiatives and scalability planning.
Develop KPI dashboards for loan volume, revenue, and operational performance.
Owner
Finairis, LLC
03.2021 - Current
Manage financial operations for 12+ clients with accurate AP/AR and financial documentation.
Conduct monthly reconciliations with 100% accuracy.
Prepare financial statements to support decision-making.
Reduced overdue client accounts by 12% through improved invoicing processes.
Administer payroll and file sales tax returns with 100% compliance.
Prepare and issue 1099s with accuracy.
Partner & Director of Customer Success
10X Consulting Group
10.2013 - 03.2021
Led ERP onboarding for 50+ clients with 90% satisfaction rate.
Designed implementation plans achieving 98% data accuracy.
Improved average client profitability by 19%.
Enhanced documentation and training to reduce support dependency.
Senior Manager of Customer Service
CubeSix, Inc.
10.2006 - 09.2013
Developed training programs that improved onboarding efficiency and user proficiency.
Created implementation plans reducing setup time by 15%.
Authored best-practice guides reducing support requests by 23%.
Built help documentation increasing client self-service by 40%.
Customer Service Manager
Chase Student Loans
07.2004 - 06.2005
Improved first-call resolution by 20% and reduced expenses by 10% on a $1.2M budget.
Training & QA Coordinator; Customer Service Supervisor
SkyTel
01.1999 - 01.2004
Improved new-hire proficiency by 15%, procedure adherence by 20%, and team productivity by 10%.
Education
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UT
12-2026
No Degree - American History
University of North Carolina At Chapel Hill
Skills
Strategic financial planning
Financial management
Financial reporting
Intuit quickbooks
Strategic planning
Accounting principles
Financial policy creation
Tax planning and strategy
Certification
QuickBooks ProAdvisor
Languages
English
Native or Bilingual
INTERESTS
Gardening, Pet Parent
AWARDS & HONORS
Key Award, Employee of the Month, Ovation Award
Timeline
Chief Financial Officer & Chief Operating Officer
Cannon Mortgage Company, Inc.
03.2025 - Current
Owner
Finairis, LLC
03.2021 - Current
Partner & Director of Customer Success
10X Consulting Group
10.2013 - 03.2021
Senior Manager of Customer Service
CubeSix, Inc.
10.2006 - 09.2013
Customer Service Manager
Chase Student Loans
07.2004 - 06.2005
Training & QA Coordinator; Customer Service Supervisor