Financial leadership, develops and maintains budget up to $1.4 Billion, perform quantitative and qualitative financial analysis on key metrics, engage in decisions, 20 years of budget, financial accounting, and trend analysis experience and works closely with Deputy Director and Director. Strong administrative and organization skills, self-motivated, results-driven, and excellent service to all stakeholders.
Overview
23
23
years of professional experience
Work History
Finance Director
Shelby County Government
05.2021 - Current
Direct daily operations for all budget and financial areas for the division’s multi-million budget, analyzing trends and spending rates to optimize operations, developing enterprise planning, working closely with Executive Leadership and directors, and maintain financial compliance
Oversee all federal and State of Tennessee grant awards, invoice reimbursements, TennCare, HRSA, self-pay revenues, ARPA funding, audits, grant budget revisions, and all contacts
Work very closely with the Deputy Director, support the Health Director and collaborate with multiple internal and external department Directors
Provide direction for accounting department with over 100 revenue fund sections
Strong governmental fund accounting
Monitor division financial activities to meet compliance requirements
Implement financial module for electronic health records system
Implement Chart of Accounts and new ERP system for county Government
Oversee Claims & Billing and work with capitulation rates
Work with Payer contract rates versus provider charges and collections
Hire and train Managers and supervisors; build teams to serve the community through the finance office supportive services
Develop and score RFP and RFQ proposals, expert on resolutions for County Board of Commissioners approval.
Sr. Financial Analyst
Shelby County Government Finance & Administration Budget Office
02.2019 - 05.2021
Work closely with Budget Director
Developed, planned, edited, and produced the Shelby County Government's $1.4 billion annual budget
Trained Budget staff on budget amendments, revenue and trend analysis, actuals versus budget, operating statements, position control, and Proposed and Adopted budgets
Helped develop a $442 million 5-year Capital Improvement Plan (CIP) budget proposals
Reviewed and analyzed cash flow
Provided strategies and solutions to division Finance Directors across county government, analyzing and reviewing additional operating and personnel requests, and addressing complex operating and personnel budget issues, multi-funding sources, in-kind matches, and budget shortages.
Finance Analyst
Finance & Administration Budget Office, Shelby County Government
11.2015 - 02.2019
Reviewed, analyzed, and approved resolutions, revenue, operating and maintenance, and the position budget amendments within GASB and GAAP standards and grantor approval
Compiled, reviewed, and analyzed all fund categories revenue, operating and maintenance, and position control budgets, division trends and changes in relation to their mission for the annual adoption of the County budget by the Shelby County Board of Commissioners
Provided financial analysis support for Health Services, Information Technology, Trustee Office, Election Commission, Assessor, County Clerk, Register, and Community Services divisions
Held a major role in integrating the Workforce Investment Network (WIN) agency into Shelby County Government; transitioned this division to the mayor’s office, and transferred the Ryan White department to the Health Services division.
Manager
Family Dollar Stores
06.2013 - 10.2015
Managed and maintained store business records, registered deposits and bank receipts, and vendor delivery
Executing company plan-o-grams/schematics, opening and closing store
Performed cycle counts to order all store merchandise to ensure in-stock representation
Interviewed and informed new hires of the benefits window and open enrollment
Interviewed, hired, and trained temporary employees for the Family Dollar Food Reset 2014 initiative.
Founder And Executive Director
Mid-South Destiny Center
01.2008 - 01.2013
Planned, implemented, and analyzed policies, objectives, and activities of organizations to ensure continuing operations, increase productivity and results, areas of potential cost reduction, program improvement, or needed policy changes
Prepared the organization's financial and budget activities to fund programs and operations
Negotiated contracts and agreements with suppliers, state and local agencies, and other organizations.
District Marketing Coordinator
H&R Block
01.2009 - 01.2011
Evaluated projects’ budgets, expenditures, return-on-investment, and profit-loss using MS Excel using complex formulas
Developed marketing strategies for 30 Memphis District H&R Block locations including collaborating with Store Managers and Regional Marketing Director
Interviewed and trained new staff members in marketing development processes and daily functions and Responsible for growth and productivity of gaining new customers.
Finance Analyst and Accounting Career
International Paper, Inc.
01.2002 - 01.2007
Performed trend analysis on earnings, expenses, and budget as well as actual versus budget using SAP, MS Excel formulas (VLOOKUP, IF), pivot tables, and Hyperion
Analyzed monthly financial statements for the international locations
Reported monthly earnings, sales, ROI, working capital, inventory, and capital spending for international manufacturing plants using MS Excel with standard and complex formulas (VLOOKUP, IF), and PowerPoint
Analyzed and reported variable, plant, and total margin on purchases to international subsidiaries, compiled Sales & EBIT forecasts to recommend sales targets using MS Excel, ratio analysis, and decision-making skills
Reconciled investments in joint ventures and performed US accounting adjustments in compliance with policy and SOX using SAP and MS Excel
Reconciled Sales Incentive Compensation accounts to balance sheet payables; reviewed balance sheet reconciliations and performed Peer Balance Sheet; filed Sales & Use Taxes, and prepared internal shuttle sheet entries
Coordinated and managed the corporate balance sheet consolidation process for inter-company subsidiaries
Developed a resolution for processing European Papers exchange rate issues division using communication and collaboration skills
Perform subsidiary accounting which included requisitioning bonds and calculating municipal bond interest payments, recording trademark royalties, collecting collateral pledged for accounts receivable in SAP, and using MS Excel spreadsheets
Performed cash flow analysis of long-term assets and long-term liabilities using complex MS Excel formulas.
Education
Ph.D. Social and Behavioral Sciences - Health of Low-income Families
University of Memphis
05.2029
Master of Business Administration -
Belhaven University
05.2008
Bachelor of Science: Finance and Management -
University of South Carolina
12.1999
Skills
Trend analysis
Spend rate analysis
Budget development
Contract oversight
Systems think
Insurance
Administration
Team building
Financial reporting and analysis
Certificatesandmemberships
Health Systems Leadership
Certified County Financial Officer (CCFO)
Financial Managers Society Member
Tennessee Public Health Association (TPHA) Member
American Public Health Association (APHA) Member
Hobbies
Reading
Chess
Watching comedy
Timeline
Finance Director
Shelby County Government
05.2021 - Current
Sr. Financial Analyst
Shelby County Government Finance & Administration Budget Office
02.2019 - 05.2021
Finance Analyst
Finance & Administration Budget Office, Shelby County Government
11.2015 - 02.2019
Manager
Family Dollar Stores
06.2013 - 10.2015
District Marketing Coordinator
H&R Block
01.2009 - 01.2011
Founder And Executive Director
Mid-South Destiny Center
01.2008 - 01.2013
Finance Analyst and Accounting Career
International Paper, Inc.
01.2002 - 01.2007
Ph.D. Social and Behavioral Sciences - Health of Low-income Families
Site Inspector/Risk Assessor (Lead Paint Program) at Shelby County Government Department of HousingSite Inspector/Risk Assessor (Lead Paint Program) at Shelby County Government Department of Housing