Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate, and cost-effective. Ready to bringing 11+ years of experience and take on challenging new role.
Overview
11
11
years of professional experience
Work History
Controller
CRHA
10.2023 - Current
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Prepared balance sheets, cash flow reports and income statements.
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
Owner/ CFO
Appalachian Heritage Distlery
05.2016 - Current
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
Established foundational processes for business operations.
Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
Ensured regulatory compliance by staying abreast of industry-related changes and implementing necessary policies or procedures as needed.
Finance Director
Community Services Housing
09.2022 - 10.2023
Assisted with recruiting, interviewing, and hiring new department employees.
Facilitated process improvements by automating manual tasks, increasing efficiency within the finance function.
Streamlined financial processes by implementing efficient budgeting and forecasting systems.
Mentored junior finance team members, fostering a culture of continuous learning and professional development within the department.
Successfully managed multiple audits, ensuring accurate financial information was presented to external parties without discrepancies or delays.
Established strong relationships with banking partners to facilitate access to essential funding channels.
Managed company cash flow by monitoring daily transactions and optimizing working capital.
Improved financial performance through thorough analysis of company expenditures and revenues.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Senior Accountant
Hbc Cpas & Advisors
11.2013 - 04.2016
Prepared monthly journal entries and reconciliations.
Reconciled accounts and created documents for monthly closure procedures.
Reconciled balance sheets and streamlined best practices for balance sheet processes.
Reviewed documents and accounts for discrepancies and resolved variances.
Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
Reduced errors in financial statements through stringent review procedures and regular reconciliation of accounts.
Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
Managed quarterly and annual tax filings for the company, ensuring timely submissions and compliance with regulations.