An ambitious manager with experience spanning 15 years in a wide range of fields, exceeding expectations in each endeavor. A hands-on leader with a knack for “reading” a team to delegate tasks appropriately. Excels at identifying point of improvement and crafting innovative improvement strategies. Solid history of education and experience marketing, cost control and reduction, budget administration, acquisition and retention, key account development.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Director of Finance and Administration
United States Fencing Association-Colorado Springs
12.2021 - Current
Managed a high-performing finance team, providing guidance and mentorship to foster professional growth and development.
Collaborated with executive leadership team in developing long-term financial goals, ensuring alignment with overall business objectives.
Streamlined financial reporting processes by implementing more efficient software systems and optimizing data management.
Consolidated financial statements for multiple subsidiaries, ensuring accuracy and compliance with GAAP and IFRS standards.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Reduced overhead costs by identifying inefficiencies and implementing targeted cost-saving measures across various departments.
Managed the onboarding process, providing new hires with necessary tools for success from day one.
Delivered human resources financial support by certifying and processing payroll, completing deposits, performing pay adjustments and promptly distributing checks.
Operations and Accounting Manager
Carmichael Training Systems
01.2019 - 01.2021
Oversee fifty-six contractors and 18 full time and part time employees, managed and reorganized business structure to provide increase cash flow and revenue recognition. Auditing systems, increase revenue monthly for errors in bookkeeping.
Create and implemented policy and procedures, collaborated to create communications within the company and with sponsorship, partners and customers. Responsible for hiring, interviewing and training employees.
Review sales arrangements to ensure accuracy in accordance with GAAP, revenue recognition accounting standards. Works closely with sales, sales operations, pricing, legal and financial process to ensure optimal revenue recognition.
Managed journal entries, collection efforts, reconciliations, and payroll processing.
Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
Financial Service Manager
National American University
01.2016 - 01.2019
Oversee a team of twenty Financial Service representative and Financial Aid Counselors, managing $5 million in revenue.
Performs in-depth analysis of problem areas, reviewing existing policy, procedures and systems to determine why problems exist and/or why specific information requirements are not being met. Conduct quality assurance evaluations for team and student account financial records. Creates budget analysis and forecasting, generating detailed reports for the Director. Coordinating across the department to reconcile accounts, negotiate payment arrangements, follow up on escalated accounts, and deliver accurate invoicing. Act as a key point of contact for interdepartmental inquiries and communications.
Selected Contributions:
Appointed to a team of financial aid specialists in training, A/R, and transition take-overs for struggling schools.
Generated $3M in revenue within a 10-month cycle, through direct contact and collaboration with different departments.
Successfully launched a collections department from the bottom up: wrote policy and procedures, hired talented professionals and coordinated tasks. Coached staff with one-on-one sessions to support the growth of team members and department.
Developed and monitored control systems to preserve assets and accurate reporting. Using Salesforce and NetSuites software
Collaborated with Senior Finance Staff for monthly reporting, objective and financial goals.
Drafted and implemented policy and procedure for two highly regulated departments.
Trust Accountant
Integrity Bank and Trust
01.2012 - 01.2016
Maintain multiple trust accounts for companies upwards of multi-million-dollar revenue streams.
Processed and reviewed all daily cash movement requests such as remittances, general ledger reconciliation, wire transfers, ACH transactions and disbursements by monitoring, updating and posting system registers and coordinate withdrawal and contribution requests. Identified and researched account discrepancies to implement solutions.
Selected Contributions:
Audited accounts and revenue streams for a multi-million-dollar company, minimizing risk and creating unique finance solutions.
Accurately assembled standard operation procedure books for four different departments in three separate locations.
Processed mutual funds, stock, bond settlements, assisted with 1099-R, and 1099-Misc.
Additional experience in Management (2010 to 2012) in the Fitness industry.
Education
Bachelor of Art - Business Management
Ashford University
San Diego, CA
Associates of Art - Medical Studies
College America
Colorado Springs, CO
Six Sigma Champion &Lean Black Belt -
Management And Strategy Institute
Skills
Risk mitigation strategies
Financial performance improvement
Contract Development & Implementation
Strategic account growth
Program Planning & Implementation
NetSuite proficiency
Expertise in Microsoft applications
Audit management
Cash flow analysis and management
Stakeholder management
Comprehensive budget analysis
Certification
CMA - Certified Management Accountant Certification-In Process
Timeline
Director of Finance and Administration
United States Fencing Association-Colorado Springs
Natural Resource Maintenance at United States Army Corps of Engineers- Student Conservation AssociationNatural Resource Maintenance at United States Army Corps of Engineers- Student Conservation Association
Director of Finance and Administration at GAIO Cameroon Limited (AIO Systems)Director of Finance and Administration at GAIO Cameroon Limited (AIO Systems)