Adrienne Ramsay
St. Augustine,Florida
Summary
Experienced and quality-focused accounting professional with over eight years in financial reporting, external auditing, accounting and management. Demonstrated expertise in leading teams, optimizing processes and boosting efficiency. Combines analytical skills and creative thinking for effective problem-solving. Communicates adeptly with all stakeholders and is driven by a passion for continuous learning and improvement. Values teamwork and mentoring to foster collective growth for organizational success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
SEC Reporting Manager
Dream Finders Homes, Inc.
09.2022 - Current
- Reviews or prepares SEC filings using Workiva, including reports such as 10-Ks, 11-Ks, 8-Ks, Form 3s, Form 4s, and proxy statements (DEF 14A)
- Reviews or prepares disclosure checklists, including annual and quarterly GAAP reporting checklists, as well as SEC checklists
- Reviews or prepares other reporting-related SOX controls, including the tie out of audited/reviewed financial statements and related notes, equity rollforwards, stock rollforwards, earnings per share and all items related to calculating earnings per share, compensation expense, and preferred dividend distributions
- Assists in the management of the Company's technical accounting process, including researching and analyzing technical topics, documenting conclusions and preparing related policies
- Reviews or prepares technical accounting memos, including, but not limited to, those for non-routine transactions, segment reporting, related parties, purchase accounting/business combinations/asset acquisitions, goodwill impairment assessment, going concern and inventory/PP&E impairment
- Assists in the management of the integrated audit
- Monitors director and officer trading activity for the purpose of reporting (Form 3s and 4s, and proxy reports), as well as abiding by public board and committee requirements (stock ownership guidelines)
- Assists in preparing board and committee information and reports for the board, compensation, audit, and nominating and governance committees
- Ensures all SEC and listing requirements are met by the company, the board and its committees
- Assists in conducting compensation, audit and nominating and governance committee meetings
- Manages the company's equity compensation process, including management of the platform used to award, release and report on equity compensation
- Manages the employee benefit plan audit, as well as the related filing requirement process, including the Form 11-K and Form 5500
- Assists with managing the SOX process for the SEC Reporting team, which includes working with internal audit and the external auditors on SOX-related items
- Oversees project management for the SEC Reporting team
- Manager for SEC Reporting Analyst and oversees work of other department staff assisting in certain items mentioned above
- Works directly with the Director of SEC Reporting & Technical Accounting, the Chief Financial Officer, outside SEC Counsel, General Counsel, the Director of Corporate Accounting, and the Treasurer on some or all of the items above
Cost Accountant
Swisher
09.2021 - 09.2022
- Worked directly with the Senior Director of Corporate Accounting and Vice President of Accounting with regard to the annual budget, special accounting projects, ERP process integrations and technical accounting matters
- Researched and presented technical accounting matters to decision-makers in the company for the purpose of implementing new or updated standards
- In-charge cost accountant for NetSuite process integrations, including the integration of the company's manufacturing process
- Executed close procedures related to specific cost centers, including performing comprehensive variance analyses and determining root-cause for significant variances
- Key contributor to the annual budget process, which included working directly with management in order to develop budgeting strategies and techniques, and working with various department heads to review historical activity, trends and future obligations
- Served as the Treasurer and Secretary of Swisher's women's employee resource group
Senior Associate
KPMG
09.2019 - 09.2021
- In-charge senior for a manufacturing significant subsidiary of a public company who reported on Form 20-F
- In-charge senior on various areas and engagements within a wide-range of industries, including manufacturing, fin-tech, energy and banking
- Designated as a high performer on one of KPMG's largest engagements
- Mentor for incoming candidates and professionals, served as a resource to those individuals in order to aid in in their career development
- Selected to be a national trainer for KPMG to train audit professionals on foundational audit principles and how to execute an audit from start to finish
- Served in a leadership role in various aspects of the audit, including project management, planning, risk assessment, identifying risks, developing audit responses, analyzing technical accounting topics and overall completion of the audit
Director of Finance & Accounting
Achievement Rehabilitation Through Therapeutic Intervention, Inc.
10.2017 - 09.2019
- Identified, developed and implemented operational and financial performance metrics to measure and analyze business performance, growth and profitability
- Assisted in the development of the insurance billing process, including identification and implementation of controls within the process and oversaw an independent audit of the process
- Oversaw and assisted in preparing monthly, quarterly, and annual financial reports for the CEO and CFO. Prepared the annual budget and subsequent periodic analysis of variances in order to make pertinent business decisions
- Successfully initiated and executed a significant debt restructuring project for the company, restoring its liquidity
- Worked with all departments to create narratives and SOPs for all major business processes within the company
Audit Associate
KPMG
10.2016 - 10.2017
- Assisted in all phases of an integrated audit, from planning through completion
- Successfully performed control and substantive testing procedures
- Sole associate selected to participate in a proposal presentation for a Fortune 500 company
- Chosen to mentor prospective and new associates starting their journey in public accounting
- In-charge for statutory audit for a Fortune 500 Company
Education
MBA - with Accounting & Finance Concentration
Jacksonville University
Jacksonville, FL05-2016
BBA - Accounting
Jacksonville University
Jacksonville, FL05-2015
Certification
CPA Candidate - 3/4 Exams Passed AICPA
Passed three of the four CPA sections. Last exam scheduled for February 2025. All other CPA licensure requirements met.
Software
Workiva
NetSuite
Power BI
Timeline
SEC Reporting Manager
Dream Finders Homes, Inc.
09.2022 - Current
Cost Accountant
Swisher
09.2021 - 09.2022
Senior Associate
KPMG
09.2019 - 09.2021
Director of Finance & Accounting
Achievement Rehabilitation Through Therapeutic Intervention, Inc.
10.2017 - 09.2019
Audit Associate
KPMG
10.2016 - 10.2017
MBA - with Accounting & Finance Concentration
Jacksonville University
BBA - Accounting
Jacksonville University
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