Seasoned Chief Financial Officer focused on helping companies accomplish missions and drive growth. Expansion-minded professional versed in navigating complex financial challenges.
Overview
19
19
years of professional experience
1
1
year of post-secondary education
Work History
Chief Financial Officer
Middle KY CAP, Inc
01.2014 - Current
Direct responsibility for financial operations of approximately $8 million in grant funds
Managing financial department staff
Completed in-depth analyses of risks to control company profile, enhance systems and track legal concerns
Provided financial expertise to departments such as human resources and legal
Oversaw budgets, payroll and accounts payable and receivable
Prepared year-end fixed asset schedule for inclusion in Comprehensive Annual Financial Report and monthly financial reports for board meeting
Directed budget development, creation of budgetary controls and recordkeeping systems and investment management
Financial Bookkeeper
Middle KY CAP, Inc
01.2007 - 01.2014
Responsible for all accounts payable and receivable for multimillion dollar accounts
Assisted employees with issues pertaining to payroll, correspondence, W-2’s, etc
Dealt directly with vendors to resolve any issues had were resolved as well as to streamline process to get them their payments accurately and on time
Completed detailed monthly and annual reports for several different programs to different reporting agencies and funding sources
Completing budgets, financial reconciliations, general ledger, as well as office duties such as faxing, copying assisting with employees and clients over phone and in person.
01.2005 - 01.2007
Meeting with individuals and small businesses to help them asses what was needed as far as budget completion, cost reduction and general financial assistance where possible.
Developed and maintained courteous and effective working relationships
Maintained energy and enthusiasm in fast-paced environment
Sales Agent
American Income Life
01.2004 - 01.2005
Met with members of unions and their families to bring them the best company benefits
Assisting individuals with understanding the needs they had the company could meet, and prospecting to bring more revenue to the company.
Sales Agent
AFLAC
01.2003 - 01.2004
Called upon businesses to bring their employees AFLAC products to help fill needs for good supplemental benefits missing in regular benefits offered by firms
Increased business revenue by adding clients.
Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns
Education
Masters of Business Administration - Business Management
University of The Cumberlands
Williamsburg, KY
01.2020 - 01.2021
Skills
Accounting principles
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Timeline
Masters of Business Administration - Business Management
Certified Nursing Assistant/Certified Clerical at St Elizabeth Health Care at Edgewood KyCertified Nursing Assistant/Certified Clerical at St Elizabeth Health Care at Edgewood Ky