Accomplished financial leader with 30 years progressive experience in US GAAP, IFRS and ERP implementation. Proficient in NetSuite ERP and Excel, as tools to drive efficiency and strategic growth. Proven ability to manage complex mergers and acquisitions as acquired and acquiree, enhancing stakeholder value. Strong communicator, adept at fostering collaboration across global teams. Successfully reduced audit time by 20%, saving costs and expedited report timing.
Overview
22
22
years of professional experience
Work History
Controller
Countsy
Mountain View, CA
07.2025 - 10.2025
Fractional accounting services for diverse client portfolios.
Provide monthly ancillary reporting for client support.
Lead special projects and requests.
Work with IT to create information tools for improved reporting and efficiency.
Senior Financial Accounting Manager
Jack Henry & Associates
Springfield, MO
07.2016 - 11.2021
Manage US GAAP financial reporting for three business units with 81 departments and over 650 employees.
Act as the Finance liaison with business unit GM's, Directors and Managers including monthly financial review, sales and P&L budget, and forecast.
Lead special projects and analysis to assist Finance and business units with business process improvement, efficiency and visibility.
Manage annual PWC audit requests and submission.
Finance representative on the Corporate New Product and Pricing committees.
ASC 606 project team to analyze and establish controls and procedures for commission expense recognition.
Assisted in divesture of business unit.
New vendor due diligence, collaboration with subject matter experts, and presentation to leadership team.
Global Controller
QPS Holdings, LLC
Newark, DE
04.2012 - 07.2016
Manage US GAAP financial reporting for $120M company comprised of seven subsidiaries in the United States, Europe and Asia.
Project Manager for NetSuite ERP implementation. Ongoing administrator for ERP software.
Monthly, quarterly, annual reporting including consolidated financial statements, backlog, forecast, debt covenants, budget, and other analysis.
Develop corporate accounting processes and policies.
Perform merger and acquisition activities including due diligence and lender support.
Prepare board and lender reporting packages.
Manage annual audit and work with financial auditors to ensure local and international accounting standards are properly reported.
Ad hoc projects including centralization, debt refinance, private equity and other stakeholder compliance.
Oversee client confidentiality and master contract review.
Work closely with subsidiary Controllers, Accounting Managers and 7 direct reports.
Controller and HR Manager
Bio-Kinetic Clinical Applications, LLC (BKCA), Subsidiary of QPS Holdings, LLC
Springfield, MO
10.2006 - 04.2012
Improved reporting and reduced outside audit firm on-site time resulting in annual audit savings.
Performed all due diligence for BKCA during merger.
Played an integral part in integration post-merger.
Created forecast model to monitor lender covenant compliance that enabled company to be proactive in lender negotiations and reporting.
Worked closely with General Manager to help find alternative financial measures that enabled BKCA to weather the economic down-turn without having to lay off any staff.
Prepare monthly financial statements and reconciliations, board packages, calculate and report monthly and annual bank covenants, monitor budget and covenant adherence, prepare and maintain forecasting reports, create and monitor trend analysis, prepare bi-weekly, monthly, quarterly, and annual payroll tax and sales/use tax reports.
Manage daily accounting functions including accounts receivable, accounts payable, and payroll.
Annual W-2 and 1099 preparation, profit sharing, Business tax, EEO
Business Manager
KSPR-TV
Springfield, MO
05.2004 - 10.2006
Prepare quarterly sales/use tax reports, monthly financial statements and reconciliations, weekly receivable aging reports, and prepare and submit weekly accounts payable.
Utilize experience, trend analysis and research to create annual budgets as well as monitor adherence to the budget.
Employee supervision, EEO compliance, public file maintenance, due diligence, merger acquisition
Staff Accountant
G. Stephen Stufflebam, CPA, PC
Springfield, MO
01.2004 - 12.2004
Client GL and tax
Education
Master's - Business Administration
Drury University
Springfield, MO
Bachelor of Science - Accounting, Magna Cum Laude
Drury University
Springfield, MO
Skills
NetSuite ERP
QuickBooks
Hyperion
Peoplesoft
Peachtree
Excel
Word
Access
PowerPoint
Activities
Board Member, Ozarks Literacy Council (OLC), 2010-2015, Treasurer, Fundraising Committee
Member, American Society of Women Accountants (ASWA), 2004-2010, Director, Secretary, President, Past President, Program and Seminar Committee Chair, Website Committee Chair, Nominating Committee
Volunteer, Ozarks Food Harvest 2025-present
Nominated for Springfield Business Journal's 20 Most Influential Women, 2012
Drury University's Dean's list, every semester eligible