Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

KELSEY B. DUNCAN

Apex,NC

Summary

Experienced Controller with a strong background in the oil and energy industry. Recognized for leadership skills and guiding teams through software and accounting integrations. Committed to ensuring compliance, accuracy, and cost-effectiveness in company financial operations. Excited to leverage 16+ years of experience and embrace new and challenging opportunities.

Overview

15
15
years of professional experience

Work History

Senior Controller

Cary Oil Company
05.2013 - Current
  • Lead a team of 16 employees across Accounting, Accounts Payable, Billing, and Rebate departments to ensure efficient operations and cross-departmental collaboration.
  • Prepare and analyze balance sheets, cash flow statements and income statements.
  • Provide expert guidance on tax planning strategies, minimizing liabilities while adhering to regulations.
  • Oversee accounts payable and receivable operations for oil business with $1.75 million in monthly expenses.
  • Streamlined annual review process, working closely with external accounting firm to ensure accurate representation of company's financial position.
  • Provide treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and tax returns.
  • Ensure compliance with tax regulations by managing the timely preparation and filing of all required returns.
  • Calculate intricate sales and third-party commissions.
  • Mentor junior staff members, fostering a positive work environment conducive to professional growth and development.
  • Established robust internal control framework, minimizing the risk of fraud and ensuring compliance with regulations.
  • Oversee management of payroll, ensuring accurate and timely processing for 80-100 employees.
  • Supported merger and acquisition activities through due diligence efforts and post-acquisition integration.
  • Conducts performance reviews and recommends compensation actions.
  • Administer and manage the implementation, maintenance, user training, and onboarding for Accounts Payable, Accounting, Fixed Asset, and Lease management software systems.
  • Troubleshoot and resolve software issues, complex problems, and unexpected transactions to ensure seamless operations.

Financial Analyst

Cary Oil Company
05.2009 - 05.2013
  • Provided monthly supplier, customer, and terminal analysis complete with geographical sales map and Pareto customer distribution,
  • Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures.
  • Performed monthly inventory monitoring and management uncovering over $500,000 in missed sales.
  • Worked with executives to create annual budget and track actual expenses against projected expenses.
  • Responsible for monthly cash and credit card reconciliations
  • Compiled department cost analysis and comparison income statements.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Strengthened relationships with external partners through timely communication and collaboration.
  • Prepared and distributed annual 1099-MISC and 1099-NEC.
  • Led cross-functional teams in process improvement initiatives, enhancing efficiency in financial operations.

Education

MBA - Business Management, Finance, Accounting

North Carolina State University
Raleigh, NC
12.2019

B.S - Business Management, Finance, Accounting

North Carolina State University
Raleigh, NC
05.2009

Skills

  • Proficient in Microsoft Dynamics Great Plains, eCommerce, ADP, Square 9, Avalara, Monarch, Asset Keeper, EZ Lease, Excel, Word, and PowerPoint
  • Exceptionally qualified at managing multiple tasks and being consistently organized
  • Preparing financial statements
  • Software Implementations
  • Well-established analytical skills
  • Proven leadership skills
  • Cash Flow Management
  • Excel Power User

Accomplishments

  • Led the implementation of a new ERP system along with five complementary software systems, enhancing overall operational efficiency.
  • CPA License
  • Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
  • Directed Accounting, Billing, and Accounts Payable teams in scaling operations to support revenue growth from $500 million to $2.5 billion annually.

Timeline

Senior Controller

Cary Oil Company
05.2013 - Current

Financial Analyst

Cary Oil Company
05.2009 - 05.2013

MBA - Business Management, Finance, Accounting

North Carolina State University

B.S - Business Management, Finance, Accounting

North Carolina State University

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