Results-oriented finance leader with extensive expertise in financial management, reporting, and strategic planning. Proven ability to foster team collaboration to achieve financial goals and enhance forecasting and compliance efforts. Highly adaptable with strong analytical skills and a deep understanding of corporate finance principles. Recognized for reliability, integrity, and a results-driven approach in dynamic environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Controller
Navis Clinical Laboratories, Inc.
04.2024 - Current
Complete journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Prepare balance sheets, cash flow reports and income statements.
Provide treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Supervise accurate, efficient, and compliant completion of monthly financial reporting packages.
Ensure compliance with tax regulations by managing the timely preparation and filing of all required returns.
Reduced month-end closing time by two and half weeks, optimizing reconciliation procedures and improving collaboration between departments.
Provide insightful financial analysis to support executive team in making informed business decisions.
Streamline annual audit process, working closely with external auditors to ensure accurate representation of company's financial position.
Collaborate with other functional areas to develop integrated solutions for complex business challenges related to finance operations.
Establish robust internal control framework, minimizing the risk of fraud and ensuring compliance with regulations.
Controller
Cordant Health Solutions
04.2023 - Current
Planned and directed the monthly, quarterly, and annual accounting close processes
Prepared balance sheets, cash flow reports and income statements.
Supported merger and acquisition activities through due diligence efforts and post-acquisition integration.
Supervised the accounting and finance departments, accounts payable department, and oversaw the general ledger, expense reporting and vendor maintenance
Prepare and review monthly, quarterly, and annual financial statements in accordance with US GAAP and ensure timely and accurate reporting to the CEO, Private Equity Firm, and Lenders
Developed and implemented accounting policies and ensure compliance of policies
Created and maintained weekly cash flow model.
Maintained relationship and acted as key contact for external auditors and external tax advisors to ensure accurate representation of the company's financial position
Reviewed and approved all journal entries and account reconciliations
Responsibilities mirror many of the previous accounting manager functions
Accounting Manager
Cordant Health Solutions
06.2022 - 04.2023
Supervise and assign work to finance and accounting department
Perform routine accounting activities such as general ledger maintenance, financial statement preparation and other accounting reports in accordance with US GAAP for a company with multiple subsidiaries
Review and approve consolidated account reconciliations and journal entries for accuracy
Prepare and review variance analysis each month and delegate research to appropriate team members
Facilitate accurate month-end, quarter-end, and year-end financial close with a sense of urgency
Partner with other departments to ensure proper accounting, while resolving any reconciling differences
Analyze business trends, operations, costs, revenues, financial commitments, and obligations to project future revenues and expenses
Ad hoc projects as requested
Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial problems
Assist with budgeting and forecasting
Lead year-end financial statements’ audit
Senior Accountant
South Atlantic Bank
08.2021 - 06.2022
Managed Federal Reserve account and all correspondent bank accounts, including wires and reconciliations
Prepared and reviewed balance sheet account reconciliations
Prepared and posted all journal entries for bond transactions and researched any discrepancies
Assisted in accurate preparation of monthly consolidated financial statements and special projects as needed
Controller
Little River Medical Center
03.2020 - 08.2021
Ensured timely completion of accounting functions and the general Ledger month-end close process
Coordinated and assisted in preparation of GAAP and grant budgets for non-profit medical center
Maintained accuracy of the balance sheet by completing all account reconciliations, including prepaids, fixed assets
Senior Accountant
Little River Medical Center
01.2019 - 03.2020
Managed much of the general ledger close process including daily bank/cash reconciliation
Performed fixed asset accounting function / inventory controls and sales & use tax filings
Accounting Manager
Lambert’s Cable Splicing Co., LLC
02.2015 - 01.2019
Two direct reports (staff accountants)
Collaborated with the controller to prepare accurate and timely financial statements and reports for month-end close for a publicly traded company that generated over $200 million in annual revenue
Maintained general ledger, sub-ledgers for accounts such as accounts payable, accounts receivable, accruals, prepaids, bank accounts, and other balance sheet accounts
Assisted in internal and external audits through sound and thorough documentation
Senior Staff Accountant
Lambert’s Cable Splicing Co., LLC
08.2014 - 02.2015
Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations for Lambert’s and another subsidiary of the parent company
Researched accounting issues and procedures with emphasis on best practice
Prepared financial reports for presentation to upper management
Developed and rolled out new and improved accounting procedures and created training manuals
Staff Accountant
Lambert’s Cable Splicing Co., LLC
08.2012 - 08.2014
Billing Clerk
Lambert’s Cable Splicing Co., LLC
07.2012 - 08.2012
Education
Master of Science - Accounting
Liberty University
Lynchburg, VA
Bachelor of Science - Accounting
Liberty University
Lynchburg, VA
Skills
Financial Reporting
Cash Flow Management
Budgeting and Forecasting
Financial Analysis
Strategic thinking
Problem-solving Abilities
Analytical Skills
Relationship-building
Detail-Oriented
Priority management
Initiative for process improvement
ERP systems (Oracle NetSuite, Microsoft Dynamics)
Certification
CPA Eligible / Candidate for the Uniform CPA Exam
Timeline
Controller
Navis Clinical Laboratories, Inc.
04.2024 - Current
Controller
Cordant Health Solutions
04.2023 - Current
Accounting Manager
Cordant Health Solutions
06.2022 - 04.2023
Senior Accountant
South Atlantic Bank
08.2021 - 06.2022
Controller
Little River Medical Center
03.2020 - 08.2021
Senior Accountant
Little River Medical Center
01.2019 - 03.2020
Accounting Manager
Lambert’s Cable Splicing Co., LLC
02.2015 - 01.2019
Senior Staff Accountant
Lambert’s Cable Splicing Co., LLC
08.2014 - 02.2015
Staff Accountant
Lambert’s Cable Splicing Co., LLC
08.2012 - 08.2014
Billing Clerk
Lambert’s Cable Splicing Co., LLC
07.2012 - 08.2012
Master of Science - Accounting
Liberty University
Bachelor of Science - Accounting
Liberty University
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