Dynamic financial leader with extensive experience at Paul Davis Restoration, excelling in financial reporting and compliance. Proven track record in budgeting and cash flow management, streamlining performance evaluation. Adept at team leadership and problem-solving, driving operational efficiency and delivering impactful results in fast-paced environments.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Regional Financial Controller
Paul Davis Restoration
Jacksonville, Florida
09.2018 - Current
Coordinated accounting departments across five locations, reviewing 1500 open jobs and establishing strategic goals.
Ensured compliance and accuracy in financial reporting across all operations.
Monitored regional cash flow needs for multiple entities effectively.
Oversaw accounts payable and receivable functions, managing invoice processing and collections efficiently.
Analyzed financial data collaboratively, identifying significant trends and anomalies.
Prepared comprehensive reports on regional financial performance for senior management review.
Supported budget development and forecasting for regional evaluations.
Organized essential documentation systematically to provide audit support.
General Manager
Lancaster Harley Davidson & Buell
Willow Street, Pennsylvania
08.2013 - 08.2018
Managed daily operations across motorcycle retail and service departments.
Supervised and trained staff to deliver exceptional customer service.
Developed marketing strategies that increased brand awareness and sales.
Coordinated inventory management and streamlined product ordering.
Organized promotional events to engage customers and showcase offerings.
Tracked monthly sales to produce reports for business development planning.
Maintained vendor relationships to secure optimal pricing on supplies.
Identified areas for process improvement, collaborating with departments to implement solutions.
Launched second retail location and online shop to enhance business footprint and increase revenue.
Accounting Manager
Paul Davis Restoration of Lancaster
Lancaster, Pennsylvania
07.2010 - 08.2013
Managed daily accounting operations, ensuring accuracy in financial records.
Supervised accounts payable and receivable functions to guarantee timely transactions.
Collaborated with team members to resolve discrepancies in financial entries.
Utilized accounting software for efficient data entry and expense tracking.
Communicated with vendors regarding billing inquiries and payment statuses.
Prepared month-end closing entries for comprehensive reporting and recordkeeping.
Monitored cash flow, conducted bank reconciliations, and maintained organized financial filings.
Accountant
The Walz Group
Lititz, Pennsylvania
07.2005 - 07.2010
Managed full accounting cycle and prepared financial statements for multiple companies.
Conducted audits to identify discrepancies and ensure compliance with regulations.
Prepared monthly financial statements for internal review and compliance purposes.
Maintained accurate records of accounts receivable, accounts payable, and reconciled bank statements.
Created journal entries promptly for month-end closing processes.
Reviewed balance sheets, income statements, and cash flow statements for accuracy.
Assisted clients in tax return preparation by organizing necessary documentation.
Delivered high-level customer service to small business clients, aiding in strategy development.
Education
Bachelor of Science - Accounting
Lehigh University
Bethlehem, PA
05-2005
Skills
Financial reporting and analysis
Forecasting and budgeting
Cash flow management
Audit compliance support
Performance monitoring
Team leadership
Certification
Certified Public Accountant in Pennsylvania since 2010
Principal Investigator & Senior Project Director at Children's Hospital of Philadelphia – PolicyLabPrincipal Investigator & Senior Project Director at Children's Hospital of Philadelphia – PolicyLab