Stacy Holland
Tampa,FL
Summary
Over the years I’ve acquired experience in personal fitness, Army intelligence, public accounting, building and scaling a small business, and finally managing logistics, customer support, and finances for a start-up manufacturing firm. I’ve worked hard at each opportunity to grow and help my teams succeed. Now I am ready to find long-term stability in Lakeland, Florida with a company having an inspiring vision, strong organization/process/leadership, and quality product/people. My background and work ethic would add value to any company offering a financial or logistics management position.
Overview
37
37
years of professional experience
Work History
Finance and Business Operations Manager
ARX Fit Corporation
07.2022 - Current
- Coordinate delivery of machines within the US and internationally – manage all aspects of shipment, on-site support, and customer engagement
- Primary financial/accounting interface with all commercial and personal customers
- Primary customer support point of contact for issues (basically the “help line”)
- Responsible for all company financial management with strong focus on A/R and collections.
Staff Accountant
Sapanara & Wyman, CPA
Tampa, FL
12.2021 - 04.2022
- Traditional CPA/accounting responsibilities including monthly reconciliations and close, preparation of financial statements and tax filings
- This company went out of business soon after I departed.
Mortgage Loan Officer
Gold Star Mortgage
Tampa, FL
04.2021 - 12.2021
- In an effort to branch out into a new experience, I completed SAFE MLO pre-requisite classes and the National SAFE MLO Test
- My job included outreach to potential borrowers for new mortgage loans, analyzing applicants’ financial status, and completing credit and property evaluations to determine loan feasibility and daily maintenance of loan application database
- Economic conditions made it difficult to generate enough business to provide an adequate monthly income through commissions.
Relocation/Transition
Self-employeed
Tampa, FL
04.2020 - 04.2021
- After the sale of my equity/interest in Wando Family Dentistry I decided to take some time off to evaluate my future employment options and relocate to Tampa, FL.
- After relocating to Tampa, I did some accounting work for local business on a part-time basis while taking courses and studying for the SAFE MLO test.
- I also completed online classes to become a Notary and Remote Online Notary.
Partner/Owner
Wando Family Dentistry
Mt Pleasant, SC
09.2013 - 04.2020
- Opened a new dental practice as a 20% owner/shareholder
- Filed all state and federal documents as required to establish a PLLC
- Created and maintained all marketing (print, radio and social media) to breath life into a new practice starting with a zero-patient base and no brand/name recognition
- Managed all aspects of company operations to include staff oversight of administrative staff, payroll, monthly journal entries, reconciliations, and all tax filings
- Aggressively managed Accounts Receivable and consistently maintained a less- than 40-day turnover as we grew to generate $1M annual revenue.
Group Fitness and Body Pump Instructor
02.1996 - 01.2017
- I have always been a fitness/wellness advocate and included a schedule of class/personal fitness instruction in my personal time while employed and more actively during periods in between jobs.
Self-employed CPA/Accountant
01.2013 - 09.2013
- Provided bookkeeping, accounting and tax services for local individuals and businesses
- Filed annual reports, quarterly and annual payroll tax returns, and monthly and quarterly sales tax returns
- Provided analysis of financial statements of dental practices for potential investments.
Controller
West Shore Technologies
Tampa, FL
08.2010 - 12.2012
- Managed monthly close process, including preparation of journal entries, account reconciliations, and preparation of GAAP financial statements
- Created, documented, and implemented best practices in Accounts Payable, Accounts Receivable, and Financial Reporting
- Prepared financial statement analytics to analyze past performance trends, predict future performance, and compare product lines for profitability
- Routinely audited financial records, especially those prepared by a 3d-party, saving thousands of dollars through correcting errors in tax returns.
Financial Manager/Practice Director
Knowles Smith & Associates
Fayetteville, NC
02.2000 - 09.2010
- Managed a complex, multi-facility, Group Dental Partnership with annual revenues of $20M and 165 employees
- Created the accounting and management foundation to support a 300% growth in annual net collections in an eight-year period
- Reconciled and maintained accurate Partner Equity Accounts in excess of $1M each
- Developed and implemented strategic buy-in plans for associate dentists that were a hybrid of cash buy-in and income shifts
- Hired and trained a strong accounting team with a focus on a fiduciary responsibility to owners and accurate and efficient reporting of financial data
- Implemented a Fixed Asset Control Program to ensure proper controls on acquisition, transfers and disposal of Fixed Assets
- Established and integrated cash control and collection policies which uncovered and stopped an employee embezzlement scheme that had already siphoned off $10,000
- Prepared consolidated financial statements and tax returns for multiple related entities.
Certified Public Accountant
Todd Rivenbark & Puryear
Fayetteville, NC
01.1998 - 02.2000
- Prepared client write-up and review, individual and corporate tax returns, and business valuations for various industries working for a Public Accounting firm with four office locations throughout the state.
College Student
Campbell University
Buies Creek, NC
01.1994 - 08.1997
- Bachelor of BA with a focus on accounting and finance
- Graduated Summa Cum Laude (3.96 GPA).
US Army Intelligence Analyst and German Linguist
02.1987 - 10.1993
- Assigned to duty in military posts in CA, TX, Germany, and Hawaii
- Held the highest security clearances (Top Secret/Special Compartmented Information)
- Analyzed capabilities and intentions of foreign militaries working jointly with National Security Agency (NSA) and Defense Intelligence Agency (DIA)
- Translated foreign intelligence from West German counterparts
- Selected as one of only 5 analysts to work the Department of Defense’s first initiatives in counter-narcotics analysis.
Education
Bachelors of Accounting -
Campbell University
01.2003
Skills
- Budgeting and Forecasting
- Project Management
- Strong Analytical Thinking
- Data Management
- Operations Management
- Microsoft Office Proficient
- Business Planning
- Financial Management
- Motivational Leadership
- Partnership Development
- Decision-Making Capabilities
- Business Development
- Financial Oversight
- Excellent Oral and Written Communication
- Business Planning and Strategy
- Accounting Principles
- Sales Operations
- Onboarding and Training
- Vendor & Supplier Management
- New Hire Training
- Strong Interpersonal Communication
- Business Administration
- Business Workflows
- Relationship Building and Management
- Logistics Management
- Staff Management
- Analytical Skills
Nmls
2118003
Professional Regulation - Cpa
North Carolina, 27656, 2000-2016
Timeline
Finance and Business Operations Manager
ARX Fit Corporation
07.2022 - Current
Staff Accountant
Sapanara & Wyman, CPA
12.2021 - 04.2022
Mortgage Loan Officer
Gold Star Mortgage
04.2021 - 12.2021
Relocation/Transition
Self-employeed
04.2020 - 04.2021
Partner/Owner
Wando Family Dentistry
09.2013 - 04.2020
Self-employed CPA/Accountant
01.2013 - 09.2013
Controller
West Shore Technologies
08.2010 - 12.2012
Financial Manager/Practice Director
Knowles Smith & Associates
02.2000 - 09.2010
Certified Public Accountant
Todd Rivenbark & Puryear
01.1998 - 02.2000
Group Fitness and Body Pump Instructor
02.1996 - 01.2017
College Student
Campbell University
01.1994 - 08.1997
US Army Intelligence Analyst and German Linguist
02.1987 - 10.1993
Bachelors of Accounting -
Campbell University
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