Ashley Putnam
Summary
Finance professional with 4+ years of experience in accounting, underwriting, and financial operations across diverse sectors. Adept at multi-currency AP/AR, month-end close, forecasting, and compliance. Skilled in QuickBooks Online, Oracle, Salesforce, and Excel. Known for initiative, accuracy, and cross-functional collaboration.
Overview
7
7
years of professional experience
Work History
Finance Controller
Kalos Golf
10.2024 - Current
- Directed $2M/week AP and $550K/day AR across international accounts.
- Managed monthly close: revenue recognition, COGS, SG&A review.
- Delivered trial balances, variance analysis via Oracle; enhanced forecasts.
- Strengthened audit readiness and treasury processes, including FX hedging.
Accountant
CAMS (Community Association Mgmt)
07.2023 - 08.2024
- Reconciled 70-80 HOA accounts daily under GAAP.
- Analyzed variances in financial data, providing insights to improve budgeting accuracy and resource allocation.
- Reviewed and reconciled bank statements, ensuring timely resolution of discrepancies and adherence to protocols.
SBA Underwriter
Live Oak Bank
06.2022 - 03.2023
- Drafted Credit Memos; underwrote healthcare and veterinary SBA loans.
- Analyzed financials in Excel/Salesforce; reviewed valuations; liaised with borrowers.
Owner
S. Ashley Boutique
11.2018 - 05.2022
- Launched e-commerce clothing/accessories brand with sales in 35 states & 2 countries.
- Managed sourcing, licensing, pricing, inventory, and 80% of sales via social media.
- Directed daily operations, ensuring efficient inventory management and optimal product selection.
Assistant Director
Bessemer City Crisis Center
08.2019 - 08.2020
- Supervised 5 staff; managed payroll and nonprofit operations.
- Led grant-funded programs (Meals on Wheels, Toys for Tots); supported community job-readiness.
- Led crisis intervention initiatives to support individuals in distress and promote community safety.
Education
M.S. - Finance & Investment Management
UNC Wilmington, Cameron School of Business
08.2025
B.S. - Business Administration - Finance
UNC Wilmington, Cameron School of Business
05.2022
Skills
- Financial reporting expertise
- Multi-Currency AP/AR
- Budgeting & Forecast Support
- Compliance & Internal Controls
- Time Management & Teamwork
- Social Media Marketing Strategy
- Accounting software proficiency
- Payroll management
- Cash flow management
- ERP systems expertise
Timeline
Finance Controller
Kalos Golf
10.2024 - Current
Accountant
CAMS (Community Association Mgmt)
07.2023 - 08.2024
SBA Underwriter
Live Oak Bank
06.2022 - 03.2023
Assistant Director
Bessemer City Crisis Center
08.2019 - 08.2020
Owner
S. Ashley Boutique
11.2018 - 05.2022
M.S. - Finance & Investment Management
UNC Wilmington, Cameron School of Business
B.S. - Business Administration - Finance
UNC Wilmington, Cameron School of Business
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