Dedicated financial professional with demonstrated history of integrity, efficiency and accuracy in accounting management. Eager to apply knowledge in accounting, cash flow optimization and financial reporting.
Overview
30
30
years of professional experience
Work History
Accounting Manager
L5 Construction, LLC
Oklahoma City , OK
12.2024 - Current
Ensured timely payment of invoices from vendors or suppliers according to contractual agreements.
Enhanced financial systems and databases, improving reporting capabilities and accessibility of financial information.
Researched complex accounting issues and provided solutions to management team.
Executive Director
Eclipse Users Group
09.2017 - 12.2024
Accounts Payable
Accounts Receivable
General Ledger
Create Yearly Budgets for 5 Committees
Plan, coordinate, & supervise a yearly training conference that has over 800 attendees
Website Administrator
Supervisor one subordinate
I upgraded all manual systems to electronic systems by utilizing several online software programs
Increased cash flow from an average of $100,000 to over $1,000,000
Software Administrator/EDI Coordinator/Pricing
Epting Distributors, Inc.
06.2013 - 09.2017
Setup and Coordinate Corporate EDI (Electronic Data Interchange)
Assist 100+ employees with software issues
Calculate daily rebates and submit to manufacturer for credit
Assist with warranty submittals, tracking and credits received from manufacturer
Manage pricing for Company’s largest supplier
Corporate report writer (excel)
I developed a way for the company to obtain $300,000+ a year more in rebates by making sure every sale used the best quote via a query I wrote in Microsoft Access
CFO
Trilink Restoration
Oklahoma City, OK
01.2012 - 01.2013
Responsible for the company’s day-to-day operating activities, including revenue and sales growth; expense, cost and margin control; and monthly, quarterly and annual financial goal management
Responsible for enhancing the internal organization processes and infrastructure that allows continued growth and higher profit margins
Direct company operations to meet budget and other financial goals
Direct short-term and long-range planning and budget development to support strategic business goals
Establish the performance goals, allocate resources, and assess policies for senior management
Demonstrate successful execution of business strategies for company services
Direct and participate in growth activities to support overall business objectives and plans
Develop, establish, and direct execution of operating policies to support overall company policies and objectives
Business insurance procurement, monitoring and management
Direct and manage IT Operations to ensure the ongoing maintenance and updating of information systems and infrastructure, including hardware and software
Brought the two companies together resulting in a 'Team' environment
Established new systems resulting in a Gross Profit increase averaging 37% to an average of 48%
Controller
Bowles Construction, Inc.
Augusta, GA
08.2006 - 12.2011
Prepared Monthly Financial Statements
Prepared Weekly Payroll for multiple states
Prepared Quarterly Payroll Tax Returns and Sales Tax Returns for multiple States, Yearly W2's and 1099's
Reconciled Bank Accounts Monthly
Reviewed, verified, and processed Accounts Payable invoices as well as cut monthly AP checks
Prepared and Reconciled Year End Reports for General Liability and Worker's Compensation Audits
Proposed, researched, set up and administered a 401K Plan
Set up and maintained all Personnel Files
Filed and maintained all Workers Compensation Claims
Maintained and serviced all Computer systems including the purchase of computers as needed
Supervised 4 Office Subordinates
Established and set up Production Workflow Systems
Prepared and monitored Corporate Budget
Prepared Job Budgets and monitored to assure Project Managers stayed on budget and on time
HR Representative for entire Company which consisted of hiring, counseling, and terminating personnel as needed
Wrote Job Descriptions and Company Policies
Established new systems resulting in a Gross Profit increase averaging 37% to an average of 48%
HR Assistant
R. E. Phelon Co.
Aiken, SC
01.2001 - 07.2006
Company Overview: (Manufacturing)
Assist HR Manager with all secretarial/clerical duties
Liaison between Supervisors/Managers and Temporary Employment Agencies in hiring/laying off temporary employees
Process & maintain all paperwork involved in hiring/laying off temporary and permanent employees
Familiar with ADA, HIPAA, EEOC, and FMLA
Created Access Database for tracking Applicants which includes uploading of electronic copy of resumes/applications
Scheduled and executed New Hire Orientations and Training
Process, Track and Maintain Workers Compensation Claims and 401K law changes
401K Yearly Audits
Process & track Annual Performance Reviews
Process Health/Dental/Life/LTD Insurance paperwork/database as needed
Audit various insurance/temp agency billings for accuracy
Prepare, track, and maintain applications/monthly reporting for Grant funds in relation to training reimbursements
Create PowerPoint presentations for yearly open enrollment, yearly contributions, etc
As required
(Manufacturing)
I took this job for the HR experience and knowledge during the recession
Once the economy stabilized, I went back into accounting
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