Dedicated accounting and finance professional with 20+ years solid experience and a commitment to expanding upon current knowledge and skills while delivering outstanding service. Team player with exceptional communication and interpersonal talents and a track record of success in fast-paced, deadline-oriented environments. Ability to identify and resolve issues immediately to meet deadlines. Adept at analyzing documents, as well as completing projects with accuracy and minimal supervision. Proficient with technology including MS Office (Word, Excel, etc.) and Deltek Vantagepoint ERP software. Very detail-oriented to maximize time and potential, improving work prioritization, and scheduling.
Overview
21
21
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Regional Controller
NEEL-SCHAFFER, INC.
09.2016 - 05.2024
Led finance team for a $15M project (largest in firm’s history)
Delivered several firm-wide Project Manager financial training videos
Assisted in the planning, development, and implementation of organization’s financial goals
Prepared budgets for several different regions and divisions
Provided financial guidance and accounting oversight to multiple business units across multiple states
Assisted with invoicing and related collections of A/R
Analyzed financial information and complex financial scenarios and communicated findings effectively
Assisted in strategic planning efforts, providing accurate forecasts and valuable insights on regional performance trends.
Supported implementation of new financial systems, ensuring seamless migration from legacy platforms while minimizing disruption to business operations
Developed key performance indicators to track regional financial health and drive informed decision-making.
Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
Identified areas for process improvement, implementing solutions that increased efficiency across business units.
Mentored junior finance staff, fostering professional growth and development within team
Corporate Controller
PROVIDENCE ENGINEERING & ENVIRONMENTAL GROUP LLC
06.2013 - 08.2016
Responsible for financial analysis to facilitate business strategy and decision-making, and managed firm’s accounting and finance functions
Designed and implemented internal control procedures
Documented policies and procedures
Hired and retained accounting and finance staff
Ensured compliance with GAAP and debt covenants
Established strong relationships with key stakeholders including banks, investors, auditors, and vendors to further organizational goals
Improved cash flow management with the development of comprehensive forecasting models
Mentored and developed staff, fostering a high-performing team culture focused on continuous improvement
Reduced operational costs through identification of inefficiencies and implementation of cost-saving measures
Championed a culture of financial discipline and accountability, promoting transparency and open communication throughout organization
Assisted executive team in decision-making by providing accurate and timely financial analysis
Streamlined month-end close process, reducing time required without sacrificing quality or accuracy
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management
Introduced internal controls to monitor critical areas of financial control and devised considerable corrective actions to address risks or deficiencies
Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards
CPA
FAULK & WINKLER, LLC
09.2009 - 06.2013
Provided a full range of attest and non-attest services and consulting for self-employed individuals and officers of non-public and non-profit entities
Planned, performed, and reviewed audit, review, and compilation engagements
Prepared and reviewed tax returns for non-public companies, not-for-profits, and individuals.
Prepared accurate and timely financial statements compliant with GAAP standards, presenting concise information to stakeholders.
Mentored junior staff members on best accounting practices while consistently maintaining high levels of productivity within the team.
Consistently met deadlines for financial reporting by implementing effective time management strategies within the department.
Reduced audit risks by maintaining up-to-date knowledge of tax laws and regulations, applying them effectively in the company''s operations.
Enhanced financial efficiency by streamlining accounting processes and implementing automation tools.
Ensured compliance with all regulatory requirements by staying updated on industry changes and adapting internal policies accordingly.
Reviewed monthly journal entries and reconciliations to find and resolve variances.
Designed and maintained financial models to identify and measure risks.
Utilized financial software to prepare consolidated financial statements.
Provided full range of wealth building, managing, and preserving services with purpose of helping clients realize their financial goals with minimum risk