Accounting Process

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.   

 

Compliance​

Coordinate internal and external audits that included grant fund management.

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Prepare federal, state and local tax filings.

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Monitor organization’s compliance with IRS, Charitable Gaming, Department of Labor, Department of Education and various state and local regulatory agencies.

Industry Experience

High Education

NonProfit

Faith Based Organizations

Elementary and High School

PTO

Home Owner Association

FOP/Lodges

Athletic Teams/Officials

Distributions

Manufacturing

Biotech

Maintenance/Construction

Food Service

Private Chef

Theatre Group

Durable Medical Equipment Pharmaceutical

Treasury Functions

Monitor and maintain compliance for operating cash, endowments and temporarily restricted funds which is essential function for company's growth.

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Providing management of capital loans and line of credit loans to ensure compliance with the lending agency and Board of Trustee guidelines. 

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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.

Internal Controls/Policies

Review and develop internal controls to ensure compliance with GAAP in recording transactions and reporting to internal and external interested parties​.

Education/Certifications

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Certified Public Accountant - KY #6458

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Certified Public Accounting Firm License - KY 1842

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Master Art in Teaching-

Spalding University

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BSBA, Accounting-

University of Louisville

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Quickbooks Pro Certification

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AICPA Not-For-Profit Certification

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Financial Analysis

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

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Team Leadership​

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.