Goal-driven Chief Financial Officer with a strong history of achieving financial and non-financial business goals using effective controls and successful planning. Offering 25 years of experience in diverse industries. Excellent record of guiding leadership on strategic acquisitions and capital projects.
Work History
CHIEF FINANCIAL OFFICER (CFO)
Piedmont Performance Plumbing, Inc.
Kernersville, NC
05/15/23 - 03/13/24
Developed and implemented financial strategies to drive growth, improve profitability, and maximize long-term value.
Created annual budgets and monitored performance against them to ensure objectives were achieved.
Conducted regular financial reviews of operations to identify areas for improvement in terms of cost savings or process improvements.
Directed the preparation of timely and accurate financial statements in accordance with Generally Accepted Accounting Principles.
Analyzed business trends and provided forecasts to senior management team for decision making purposes.
Ensured compliance with federal, state and local laws regarding taxation and reporting requirements.
Oversaw cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.
Established policies related to internal controls over accounting systems as well as financial processes within the organization.
ACCOUNTING LEADER (CFO),
Brown & Brown Insurance Agency of Virginia
Greensboro, NC
05/01/22 - 05/11/23
Analyzed financial data to identify trends and recommend solutions for improvement.
Prepared annual budget plans, quarterly forecasts, and monthly closing activities.
Collaborated with senior management to develop long-term business objectives and plans.
Managed the preparation of external audit reports in accordance with Generally Accepted Accounting Principles.
Monitored cash flows and identified areas of risk or opportunity.
Evaluated internal controls over financial reporting processes and ensured compliance with applicable laws and regulations.
VP OF ACCOUNTING/Financial Controller
Special Service Freight Company
Charlotte, North Carolina
07/20/14 - 10/15/21
Developed strategic plans to align business objectives with the company's long-term goals.
Managed a team of 15 professionals, providing guidance and direction to ensure successful execution of projects.
Implemented cost reduction initiatives to enhance profitability.
Oversaw daily activities of departments such as finance, marketing, sales, customer service, operations, and human resources.
Led cross-functional teams in developing innovative solutions to complex business challenges.
Established policies and procedures that improved operational efficiency across multiple departments.
Monitored internal controls to protect assets against loss or misuse while ensuring compliance with applicable laws and regulations.
Emphasized and required people-centered leadership to promote employee value and respect.