Brian R. Email & Phone Number

Kannapolis, North Carolina, United States

Responsible for advising the City Manager, Mayor, Council and department heads and others on matters pertaining to finance, costs, budget, procedures, and operations analysis.Duties include:-Directing, supervising, and coordinating the activities of the accounting and payroll functions.-Development and preparation of the annual comprehensive financial report, and other regular and special financial reports.-Assists with the preparation of capital improvement and… Show more Responsible for advising the City Manager, Mayor, Council and department heads and others on matters pertaining to finance, costs, budget, procedures, and operations analysis.Duties include:-Directing, supervising, and coordinating the activities of the accounting and payroll functions.-Development and preparation of the annual comprehensive financial report, and other regular and special financial reports.-Assists with the preparation of capital improvement and grant project budgets.-Prepares financial statements, cost reports and statements of receipts and expenditures at regular intervals for use by the City Manager and other operating officials.-Compiles statements of current operating and capital outlay expenditures for use in preparing budget estimates-Plans, organizes and directs the activities of the Finance Department; establishes departmental goals, objectives and work plans.-Oversees all financial, accounting, and internal control systems for the city; ensures compliance with the annual budget, capital improvement and grant project budget ordinances; oversees budget amendments as necessary-Oversees receipt and deposit of all funds and supervises the disbursements of City funds.-Maintains files of City bonds and insurance policies.-Directs the maintenance of a central accounting system in a manner consistent with established and accepted municipal accounting principles and practices, and in sufficient detail to produce adequate cost, financial and statistical data for management purposes and to meet statutory requirements.-Ensures that financing is in place for capital projects and/or equipment purchases where borrowed funds are necessary to finance such expenditures.-Maintains a system of control to ensure that expenditures do not exceed budgetary appropriations.-Manages the city’s debt financing program; reviews investment options and strategies; determines the program and administers the investment of city funds. Show less

Statesville, North Carolina, United States

Manager and supervisor of the City's Finance Department (Administration, Purchasing, and Customer Service). The department consists of fourteen employees. Duties include presenting the City's financial status, budget preparation, investment of City funds, supervising staff, accounting entries, and maintaining compliance with internal and external accounting policies and procedures including local, state, and federal guidelines.

Management and oversight of the City's Finance Department Administration Section under direction of the City's Finance Director. Duties include review of the City's financial status, assisting with the investment portfolio, budget preparation, supervising staff, accounting entries, audit preparation, and maintaining compliance with internal and external accounting policies and procedures.

Internal audits of county government units. Responsible for performing and leading internal audits, consultations, and evaluating internal controls over business risks, accountability, and compliance with federal, state, and local guidelines. Duties included interviewing key personnel; observing operations; reviewing written policies, procedures, and other documents; and testing specific transactions where applicable.

Fraud investigations of state agencies and local governments. Responsible for receiving hotline tips, data entry, data review and analysis, and report writing. Tasks performed include interviewing; learning the details of government programs; payroll analysis; background searches; interpreting state statutes; and internal controls.

Senior auditor for fraud examinations and purchasing card audits. Responsible for the complete process from obtaining and entering data, analysis, and report preparation. My major achievement is executing strategies to deliver value to the tax payers by restoring trust to local governments where dubious acts may have occurred. Tasks performed included revenue and expense analysis; reviewing bonds and levies; state code and federal regulation compliance; testing payroll; internal control… Show more Senior auditor for fraud examinations and purchasing card audits. Responsible for the complete process from obtaining and entering data, analysis, and report preparation. My major achievement is executing strategies to deliver value to the tax payers by restoring trust to local governments where dubious acts may have occurred. Tasks performed included revenue and expense analysis; reviewing bonds and levies; state code and federal regulation compliance; testing payroll; internal control testing; and interviewing. Show less

*Accounting AssociateVerified posted details of business transactions, prepared computer spreadsheets, and oversight of the credit and gift card transactions. Audited warranty receivables for accuracy. Audited inter-company accounts including transfers of inventory. Prepared bank account reconciliations through the use of Peachtree for the company’s multiple store locations.*Business ManagerProcessed financing of motorcycle units through obtaining customer credit applications… Show more *Accounting AssociateVerified posted details of business transactions, prepared computer spreadsheets, and oversight of the credit and gift card transactions. Audited warranty receivables for accuracy. Audited inter-company accounts including transfers of inventory. Prepared bank account reconciliations through the use of Peachtree for the company’s multiple store locations.*Business ManagerProcessed financing of motorcycle units through obtaining customer credit applications and lender relations. Achieved an average F&I profit margin above the industry average. Tasks included preparing pertinent DMV forms for the registration of units and selling extended warranties, maintenance contracts, and insurance products through a menu selling approach.(Employed before and after Freedom Motorsports) Show less

Management and oversight of the company and reported directly to the owner. Major accomplishments included drastic increases in parts and service gross margins, slashed overhead and other operating expenses by negotiating pricing and fees while enhancing services, and creating a value to the business. The owner was faced with a failing business model during the Great Recession that after my reorganization was able to be sold for a substantially larger amount. During this time, I graduated… Show more Management and oversight of the company and reported directly to the owner. Major accomplishments included drastic increases in parts and service gross margins, slashed overhead and other operating expenses by negotiating pricing and fees while enhancing services, and creating a value to the business. The owner was faced with a failing business model during the Great Recession that after my reorganization was able to be sold for a substantially larger amount. During this time, I graduated from the Yamaha Dealer Operations training program. Tasks included inventory control, direct supervision of the parts and service department staffs, warranty claim submissions, accounts receivable, accounts payable, payroll, and tax remittances. Show less

Customer service in the sales of new and used automobiles. Attained double digit sales months through self-promotion and marketing to bring customers into the dealership. Other successes included achieving repeat business which is vital in a small market. Tasks included assisting customers, being a liaison between management and customers, prospecting for sales, and follow-up of contacts.

Graduate of the Lowe’s Management Training Program in the Princeton, WV store. Promoted to become the Sales Manager at the Lewisburg, WV store upon completion of the training program. Successes included increased credit card application penetration and gross margin increases. Tasks included training, developing, and supervising the sales specialists throughout the store. Other tasks included ensuring the implementation of promotions and customer relations for both commercial and retail sales. Show more Graduate of the Lowe’s Management Training Program in the Princeton, WV store. Promoted to become the Sales Manager at the Lewisburg, WV store upon completion of the training program. Successes included increased credit card application penetration and gross margin increases. Tasks included training, developing, and supervising the sales specialists throughout the store. Other tasks included ensuring the implementation of promotions and customer relations for both commercial and retail sales. Show less

Assistant Store Manager, Brand CentralDepartment manager of the Appliance and Electronics departments that represented approximately 40% of the store’s sales. Achievements included slashing employee turnover and payroll expenses through better scheduling of staff, increased department sales above district averages by staff coaching and employee development, and reduced return rate percentages by ensuring sales staff members were selling the correct product the first time. Tasks included… Show more Assistant Store Manager, Brand CentralDepartment manager of the Appliance and Electronics departments that represented approximately 40% of the store’s sales. Achievements included slashing employee turnover and payroll expenses through better scheduling of staff, increased department sales above district averages by staff coaching and employee development, and reduced return rate percentages by ensuring sales staff members were selling the correct product the first time. Tasks included supervising a staff of 18 associates depending upon the season, coaching and training, product ordering, scheduling, cash counts, and developing rapport with customers and staff. Accountable for sales results, profitability, inventory control, and merchandise presentation standards. Show less