Professional finance leader with extensive expertise in financial management, reporting, and strategic planning, a/r, a/p. Exceptional at fostering team collaboration and driving organizational success through effective budgeting, forecasting, and compliance. Highly adaptable, with strong analytical skills and deep understanding of corporate finance principles. Known for reliability, integrity, and results-driven approach in dynamic environments.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Controller
RSS
01.2023 - 01.2024
Oversee all the accounting processes for all companies under parent company generating 35-50mm in annual revenue
Prepare and analyze financial reports, including monthly financial statements, budgets and forecasts by location
Manage the day to day accounting functions, including a/r, a/p, payroll and general ledger
Coordinate the annual audit and tax preparation processes with CPA and Tax accountants
Ensure timely and accurate billing and collections, and manage cash flow and bank activities
Collaborate with management to identity and implement process improvements to enhance financial performance
Provide leadership to the accounting and finance team
Prepares construction draw requests for banking purposes and A/P disbursements
Maintains fixed asset schedules in coordination with CPA depreciation
Prepare month and year end reporting and reconciliations
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
Executive Business Manager
Tier One Graphics & Signs
03.2017 - 06.2023
Manage daily operational tasks alongside owners within the company being detail oriented, hard working and independently think as leadership having increased YOY revenue
Learned a new industry of signs and all aspects pertaining to the company for growth
Implemented retail background into business for smoother operational daily activities with and for employees and clients
Active in daily operations of installations, permitting, all construction aspects with owners from start to finish on jobs
Working closely with vendors for detailed information submitting, PO's, cost accounting and more
This includes being in the field working alongside the team when needed
Director of accounting, cash management, financial and operational performance reporting and asset management activities of the company to provide exceptionally high levels of financial performance
Secured all funding available to the company through COVID by managing applications, reporting and quick timing for fund approval and success
Operational goals, budgets: Analyze performance reports and perform asset management activities for operational budgets to evaluate business strategies and exceed operational goals
Manage collections on all accounting levels to ensure accounts are currently bringing revenue to a high positive status monthly
Set KPI goals
Payroll management by processing bi weekly payroll, manage insurance benefits, time and attendance, pto/sick request any other items pertaining to payroll
Human Resources: manage all employee relations, select/retain new hires, policy and procedure development for best practices, coach and counsel employees
Sourcing, recruiting: Execute full-cycle recruiting and sourcing activities to hire qualified candidates and increase new-hire retention by 100%
Assist clients/vendors on daily projects; acting liaison from start to finish on all business aspects to ensure 100% client satisfaction
Step in where/as needed within rolls to ensure team success and quality control
Co-Director/President
Wood Duck Cove Homeowners Association
01.2017 - 01.2023
President of Board of Directors: specializing in construction project operations, new business development and practical procedures for the community
Leadership in future development action plans for financial growth and stability by securing multiple large construction loans for the community
Working closely with banks, construction vendors and Home Owner Association throughout all construction projects over the duration of time served on board
Lead Co-Director in overall 64 unit community wide renovation including community pool, community day dock area, building repair and many other upgrades to enhance the desirability of the community
Responsible for all homeowner accounts, collections, complaints and requests
Continually oversee all community construction improvements, vendors and projects within financial budgets set
Successfully increased revenue by implementing new operational guidelines giving the community a fresh start to update many large projects with bank funding and excellent credit standing
Created a safe and desirable atmosphere for residents and guests for socializing
.
Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Senior Project Manager
Vaco Risk Solutions
07.2015 - 12.2015
Senior Project Manager of 6 facilities, 5 supervisors and multiple direct reports for major project overseeing hospital shared services merger
Maintained schedules to meet key milestones at every project phase.
Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
Mentored junior project managers and team members to enhance their skills and career growth.
Developed comprehensive project plans, identifying risks and mitigation strategies for timely completion.
Developed and maintained project budgets to control costs and meet organizational and project goals.
Led cross-functional teams for successful project delivery within scope, schedule, and budget constraints.
General Manager/DMIT
Cache Inc
10.2014 - 03.2015
Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
Developed and implemented strategies to increase sales and profitability.
Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
Formulated policies and procedures to streamline operations.
Managed budget implementations, employee evaluations, and contract details.
Analyzed market trends/data to identify potential opportunities for business growth within existing or emerging markets successfully.
Store Manager/Travel Manager
Francescas
01.2008 - 10.2014
Senior-level manager responsible for overseeing the operations and performance of a retail store/district of stores
Leadership and Management: Provide leadership to store staff, including hiring, training, and managing employees
Set goals for the store and ensure that the team works effectively to achieve them
Sales and Profitability: Accountable for the store's financial performance, including sales targets, profitability, and cost management
This involves analyzing sales data, implementing strategies to increase revenue, and controlling expenses
Customer Satisfaction: Ensure high levels of customer satisfaction by maintaining excellent service standards, resolving customer complaints, and creating a positive shopping experience
Visual Merchandising: Oversee the layout and visual presentation of merchandise in the store to optimize sales and attract customers
Inventory Management: Responsible for inventory control, including ordering stock, managing stock levels, and ensuring accurate inventory records
Compliance and Safety: Ensuring compliance with company policies and procedures, as well as local regulations, prioritize store safety and security measures
Budgeting and Financial Reporting: Develop and manage the store budget, monitor financial performance, and prepare regular reports for senior management
Marketing and Promotions: Collaborate with marketing teams to plan and execute promotional campaigns, advertising initiatives, and special events to drive sales and increase brand awareness
Strategic Planning: Participate in strategic planning for the store or region, identifying opportunities for growth, expansion, or improvement
Relationship Management: Build relationships with suppliers, vendors, and other stakeholders to negotiate favorable terms and ensure smooth operations
Business Owner/Photographer
Beth Cosner Photography
01.1996 - 12.2008
Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
Enhanced company profitability by reducing overhead costs and negotiating favorable contracts with suppliers.
Achieved consistent growth in annual revenue through strategic planning and execution of sales initiatives.
Increased client satisfaction by implementing innovative business strategies and streamlining processes.
Education
Some College (No Degree) - Business/Art
Central Piedmont Community College
Charlotte, NC
Skills
Payroll processing
Operations management
Budgeting expertise
Leadership team building
Audit preparation
Accounting management
Team leadership and coaching
Cash handling
Bookkeeping
P&L management
Accounts receivable management
Certification
NC Notary Public Certified
NC Esthetician License
Timeline
Controller
RSS
01.2023 - 01.2024
Executive Business Manager
Tier One Graphics & Signs
03.2017 - 06.2023
Co-Director/President
Wood Duck Cove Homeowners Association
01.2017 - 01.2023
Senior Project Manager
Vaco Risk Solutions
07.2015 - 12.2015
General Manager/DMIT
Cache Inc
10.2014 - 03.2015
Store Manager/Travel Manager
Francescas
01.2008 - 10.2014
Business Owner/Photographer
Beth Cosner Photography
01.1996 - 12.2008
Some College (No Degree) - Business/Art
Central Piedmont Community College
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