Skilled Controller bringing 18 years of experience in consumer lending. Proven leadership and successful in leading teams in achieving financial goals. Accomplished in working with executive leaders to develop business, financial and growth strategies.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Manager of Finance
AmeriFirst by FNBO
07.2022 - Current
Managed all month-end close, reconciliations, reporting, and analytics for segment
Developed new data models and forecasts
Led team of accountants and data analysts through acquisition
Controller
AmeriFirst Home Improvement Finance, LLC
10.2007 - 07.2022
Prepared subsidiary and corporate consolidated monthly financial statements
Presented financial results to board monthly
Managed annual financial statement audit
Supervised design and preparation of internal and external reporting
Ensured financial covenant compliance with lender requirements
Prepared federal and state corporate income tax workpapers
Supervised preparation of payroll, property, and sales and use tax returns
Prepared interim cash flow and financial forecasts and annual corporate budget
Oversaw all company HR functions including payroll, benefit administration, and policy development
Led and developed finance, HR, and analyst teams
Education
MBA - Finance
Bellevue University
2008
BS - Accounting
Bellevue University
2006
Skills
Financial Reporting & Analysis
Software Implementation
Forecasting and Budgeting
Corporate Policy Development
Corporate Strategy
Bank Compliance/Covenants
Team Building/Leadership
Audit Management
Accomplishments
Led several successful G/L, HR, and A/P software implementations
Created all accounting and cash management policies and procedures
Developed a team of data analysts and led redesign of all analytics