Knowledge through Experience
Board Member/Treasurer - Waverly Hills Historical Society
Treasurer - Shirley's Way
KY Society of CPAs - Committee Member Accounting Career Opportunities
KY Society of CPAs - Committee Member Non-Profit
Successful in the reduction of month-end closing cycle to allow for timely production of financial statements and management reporting. Financial reporting to include full balance sheet reconciliation and written commentary regarding the financial position to internal and external stakeholders.
Coordinate internal and external audits that included grant fund management.
Prepare federal, state and local tax filings.
Monitor organization’s compliance with IRS, Charitable Gaming, Department of Labor, Department of Education and various state and local regulatory agencies.
Faith Based Organizations
Elementary and High School
Home Owner Association
Durable Medical Equipment Pharmaceutical
Monitor and maintain compliance for operating cash, endowments and temporarily restricted funds which is essential function for company's growth.
Providing management of capital loans and line of credit loans to ensure compliance with the lending agency and Board of Trustee guidelines.
Monitoring capital funding and construction in progress to include restricted funding of projects, securing funding, construction team management, abatement management, and tracking of all expenditures.
Certified Public Accountant - KY #6458
Certified Public Accounting Firm License - KY 1842
Master Art in Teaching-
University of Louisville
Quickbooks Pro Certification
AICPA Not-For-Profit Certification
Analyze and interpret data in order to communicate information for strategic decision making. Instructional skills which allows not only providing information to an audience, but the ability to educate on the complexity of an issue
Lead diverse cross functional teams to achieve the mission and goals of the organization. The teams include accounting, marketing, information technology and facilities management functions.