Seasoned Executive with over 25 years experience managing personnel, driving prudent revenue growth, and offering expert financial counsel to key business decision-makers. Highly effective at combining accounting techniques with computer hardware/software knowledge to gain quick insight into user needs and problems.
Overview
12
12
years of professional experience
Work History
Director of Operations & Finance
UNC Cary Orthopaedics & Sports Medicine
01.2019 - Current
Oversee successful implementation of operational strategies and policies to drive organizational growth and productivity.
Analyzed business operations and implemented strategies to improve operational cohesiveness after CEO exit.
Provides organizational leadership, including directing and supervising all work related to operations, accounting, finance, HR, IT, facilities, and other operational functions for a $27M practice.
Administering, directing, planning and coordinating business and clinical activities at multiple satellite locations.
Prepare, analyze, and present monthly and annual financial reports(including income statements and balance sheets) in an accurate and timely manner. Monthly communication of financial results to the Finance Committee.
Lead annual budgeting an monthly forecasting, monitoring progress and communicating changes.
Prepares ad hoc financial and statistical reports required by the Board of Directors.
Oversee audit and tax functions, coordinate activities with outside accounting firm.
Lead Special projects as deemed by Board of Directors/Organizational goals. Current projects include building of new medical facility
Oversee the recruitment, supervision, training, and evaluation of Practice staff
Financial Director and Human Resource Manager
Bauscher Hepp, Inc
01.2018 - 01.2019
Prepared and revised monthly reporting requirements for Senior Management and German Parent Company.
Remedied compliance dilemmas with Federal and State Governments for revenue, estate taxes and 401k issues. Established processes to maintain compliance.
Increased efficiency of the month-end reporting process which resulted in the reduction of time needed to complete close by one day.
Assisted in implementation of HubSpot Sales portal to aid in the sales pipeline to projecting future revenue growth.
Financial Controller and Human Resource Manager
Field2Base
01.2017 - 01.2018
Analyzed business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses to CEO and senior management team.
Developed, maintained, and analyzed budgets/forecast, prepared periodic reports that compared budget/forecast to actual results and participated in strategic planning process.
Built strong, open and collaborative working relationships characterized by mutual respect with superiors, peers and subordinates within and outside the company.
Built and maintained the Employee Handbook for NC, VA, and CA, and provided related guidance to managers and employees.
Implemented new benefit plans. Resulted in saving saved the company thousands while increasing the benefits coverage at a reduced cost to the employees.
Senior Manager (FPA)
The American Institute Of CPAs
01.2012 - 01.2017
Demonstrated leadership ability by closing a $20 million budget gap by focusing the Finance team on key areas of opportunity, in addition to working with senior management throughout the organization to identify cost reductions.
Led the Financial Planning & Analysis team to receive clean COSO opinions from the external audit team.
Working with the revenue teams to ensure compliance for the new ASC 606 & IFRS 15 Revenue Recognition Standards.
Stepped in and assisted the new revenue team members when their Lead Manager departed. I was able to lead the team through significant challenges of a $4 million revenue decline through team work, collaboration and positive attitude to achieve the cost savings.
Developed a leadership course for potential managers, and subsequently continued to coach and mentor these employees. These employees were promoted to managers.
Education
BBA - Accounting
Campbell University
Buies Creek, NC
05.1996
Skills
Received two Certificates of Commendations in the United States Marine Corp for leadership capabilities and outstanding work ethic