Dynamic leader with a proven track record in operational discipline, financial analysis, and administrative excellence. Versatile, results-oriented professional with extensive expertise in accounting and operational management, and certification in Human Resources (SHRM-CP). Recognized for exceptional skills in contract negotiations, project management, and strategic business development. Equipped with strong communication and interpersonal abilities to foster productive relationships with staff, contractors, and vendors.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Director of Finance & Administration
RAM Pavement Services
- Current
Manage the Accounting, Billing and HR functions for growing pavement and concrete service company. Implement new accounting practices to streamline existing accounting functions and prepare for projected growth. Provide guidance for HR policies/procedures and develop employee benefits package. Serve as a key partner on the executive team in driving financial discipline and operational excellence.
4 Direct Reports
Implement policies and procedures to streamline Accounting/HR/Internal Operations
Prepare monthly, quarterly, annual financial reports with meaningful analysis.
Oversight of Human Resource Management, Employee Benefits and Recruiting Systems.
Manage all Accounting functions (AP/AR) for continued cash flow
Negotiate contracts with vendors and maintain solid banking relationships
Controller
Meridian Laboratory
01.2016 - 01.2017
Manage the accounting and billing functions for 2 growing laboratory based companies. Implemented new accounting practices to streamline existing accounting functions in order to prepare for projected growth. Provided HR and Employee Benefit consulting.
Supervised Billing Department of 5
Manage new billing policies and procedures for restructure of billing department
Balance Bank Statements for multiple accounts and prepare monthly financial reports/analysis for two companies.
Prepare invoices for environmental laboratory
Process and record deposits and accounts receivable postings for two companies
Controller/Office Manager
USI Insurance Services (formerly Benefit Controls of the Carolinas, Inc.)
01.2005 - 01.2016
Manage the accounting and operational functions for a growing multi-location company that doubled in employee size and revenue. Implemented a new accounting system to manage accounting functions and create meaningful financial reporting. Negotiated leases for two new locations and managed all stages of each expansion from construction to move-in. Successfully plan, organize and manage the annual three-day client outing for 350+ attendees. Implemented a new account management technology and equipment to manage client growth and provide professional deliverables. Maintained and managed all accounting functions during corporate acquisition.
Balance bank statements for multiple accounts and prepare monthly financial reports for three companies
Prepare and process three payrolls, monthly commission reports, 401k administration.
Manage and review expense reports, accounts payable invoices and billing invoices
Negotiate contracts with vendors, landlords and other providers
Process and record deposits and accounts receivable postings
Manage and oversee multiple office operations and HR
Maintain multi-state corporate reporting/licensing and CE requirements for three companies
Mortgage Loan Processor
American First Mortgage
01.2003 - 01.2005
Responsible for gathering and processing information in order to complete the mortgage loan process.
Gathered personal information from loan applicants and reviewed applications for accuracy
Submitted loan applications with all necessary financial documentation to multiple lenders
Negotiated rates, terms and closing costs for approved applicants
Scheduled appraisals, inspections, and closings
Maintained good business relationships with clients, lenders and providers
Accounting Manager
Piedmont Instruments and Controls, Inc.
01.1999 - 01.2003
Responsible for all aspects of the accounting and credit functions for three locations. Processed new hire paperwork, managed company insurance open enrollment and maintained employee records. Presided over two company tax audits with successful results. Maintained and managed all accounting functions during a new ownership acquisition.
Balanced multiple bank statements and prepared monthly financial reports
Insurance benefits/new hire paperwork
Calculated and reported monthly sales and use tax for multiple states
Reviewed and processed all accounts payable invoices/monthly expense reports/accounts receivable
Deposits and all corresponding accounts receivable functions
Authorized credit for all new customer accounts
Education
BLS -
Wingate University
SHRM-CP - undefined
Skills
Financial accounting
Retirement plan administration
Sales commission analysis
Accurate financial statement preparation
Human resources management
Office operations management
Payroll management
Project oversight
Proficient in QuickBooks
Experienced in Microsoft Office applications
Certification
SHRM-CP
Timeline
Controller
Meridian Laboratory
01.2016 - 01.2017
Controller/Office Manager
USI Insurance Services (formerly Benefit Controls of the Carolinas, Inc.)
01.2005 - 01.2016
Mortgage Loan Processor
American First Mortgage
01.2003 - 01.2005
Accounting Manager
Piedmont Instruments and Controls, Inc.
01.1999 - 01.2003
Director of Finance & Administration
RAM Pavement Services
- Current
SHRM-CP - undefined
BLS -
Wingate University
Charlotte Business Journal Best in HR
Charlotte Business Journal - Best in HR for Small Company Category Finalist