• Responsible for all aspects of financial management for a specialty machinery manufacturer serving a variety of manufacturing clients across North America.• Additionally oversee HR & IT, such as benefits administration and software/ERP conversions. • Stabilize cashflow to offset income fluctuations characteristic of our business with individual orders of as much as $5 Million.• Prevented operational shutdown/furloughs through 2020 by utilizing PPP funding and forgiveness.• Strengthen gross margins, particularly during job costing/planning, through proactive collaboration with our multidisciplinary team including Plant Management, Engineers, and Purchasing.• Regularly identify and take advantage of incentives such as the PPP employee retention credit and being one of the first companies in SC to covert to solar power (Duke) which reduced costs by 93%.• Beginning Q3 2018, dramatically reduced the impact tariff hikes after helping to restructure logistics. • Mitigate risk using BI/KPI analysis and financial reporting to advise President/Leadership. • Created cost savings while improving investment performance after vetting and moving to new wealth management (401K) and benefit providers.• Maximize financial efficacy when performing Month-End Close (Year End), GL, P&L, etc. • Supervise 1 Accounting Assistant, primarily responsible for AP & Payroll. • Reduced AR through strong payment terms, negotiation, and establishing LOCs for clients as needed. • Streamlined material quality and costing after refining preferred vendors, particularly freight carriers. • Ensure accurate assigning of accounts for a complex entity with multiple divisions, affiliate companies, and domestic and international vendor-partners, material sources and clients.• Foster long-term viability by encouraging succession planning, QA/QC, SOPs, and IT infrastructure.

• Brought on during the 2nd year of the company’s creation to develop, establish and manage their accounting, financial, and human resource needs of a service company that has grown to over $6M in revenues in 3 years. • Created the financial statements resulting in executive management obtaining an increased credit line from $300,000 to $600,000. • Strategically grew my accounting department from 1 assistant to a team of 2 full-time billing clerks & 4 part-time AP clerks.• Took over month end closing from bookkeeper vendor’s 30-45 day process, to M/E Close of less than 15 days.• Assisted with the development of “E-maint” work-order software system, previously recorded on paper and Excel, resulting in accurate processing of 300 to 500 work-orders/month. • Cleaned up aging AR, re-capturing otherwise lost income and needed write-offs.• Audited AP, bringing current invoices as far back as 12 months.• Serve as on-site IT support for acute needs, while maintaining an outside relationship with IT vendor for larger needs.• Manage all Human Resource needs for a staff of 24 CSAs, Service Technicians, and administrative staff.• Took bi-weekly payroll system from paper spreadsheets to PayCom SaaS, implementing Time & Attendance tracking, PTO & 401K contributions.• Established policies and procedures to streamline a company managing operations in over 14 states, including national contracts with franchises such as Wells Fargo and Walgreens.• Responsible for all cash management including forecasting, budgeting, and managing the credit line.• Responsible for overseeing overall accounting such as Month End Close, Year End Close, Quarterly revenue reporting, Journal Entries, AP, AR, and financial reporting to management.• Implemented an automated reconciliation process for corporate credit card holders such as field technicians and management.

•Primary duties include Bookkeeping, Payroll services, & preparation & review of Federal and State individual, corporate, partnership, nonprofit, estate and trust tax returns. •Corporate Tax Clientele includes industries, such as law offices, medical practices, retail, restaurant, and nonprofit organizations.•Make regular site visits to clients to perform payroll, journal entries, financial statements, bank reconciliations, and cash management.•Assist with the incorporation of new businesses including 501c3/Non-Profits.•Provide clients with diligent tracking of trends to identify Key Performance Indicators such a year over year sales, expense tracking, and overall financial status.•Provide Tax Planning focused on conservative & logical money management for all aspects of business management including cash flow, investments, retirement, PP&E, staffing, & payroll.•Perform Payroll for specific clients ranging from #1 – 25 employees including filing quarterly tax returns, setting up direct deposits, calculating gratuities, garnishments, bonuses, and other employee benefits.•Marketed Cash & Associates throughout the community to bring in new bookkeeping & tax clients.

•Administration, training, and reporting activities related to donor management of over $4 million in annual contributions and net assets of over $30 million.•Supervised the operations staff, including stewardship, grants and contracts, donor research, divisional financial reporting, gift entry and acknowledgement, and accounting functions.•Assisted the VP/Executive Director with organizational planning.

•Managed a staff of 6 in A/R, A/P, Payroll, and IT to achieve all monthly closing functions for a multi-specialty doctors’ practice with over $25M in sales. •Reviewed records to create over 2 years of financial statements for a diagnostic center that previously had not generated statements.•Participated in management level meetings to determine daily operations decisions a future strategic plans.•Reviewed staffing and operations procedures and implemented improvements that helped turn a $20k monthly loss into a $10k monthly profit.

•Prepared & analyzed financial statements and journal entries for automotive supplier with over $100M in sales.•Supervised 3 direct reports whose duties included AR, AP, and Inventory. •Created formal Month-End Close Procedures to reduce closing from over 12 business days down to 3-5 business days.•Reconciled, maintained and analyzed balance sheet and fixed asset accounts•Coordinated and prepared schedules for external audit.•Assisted in preparation of annual budget operating on Calendar Year.

•Managed staff of 3 responsible for proper revenue reporting for prepaid line of business.•Ensured compliance with company policy and Sarbanes-Oxley requirements.•Analyzed prepaid reserve calculation (liability) to reduce variance from $22M to $1.5M.

•Managed staff of 5 responsible for accounts receivable, accounts payable, and payroll.•Led team in implementation of SAP R/3. •Prepared and analyzed financial statements, balance sheet, and journal entries. •Managed and forecasted cash flow including credit policies and collections.

•Senior Accountant – Alimenta Commodities (9/97 – 9/98) •Senior Plant Accountant, Mid GA Processing (7/96 – 9/97)

•Corporate Internal Auditor, Reeves Industries Corporate(1/96 – 6/96) •Associate Accountant, Apparel Textile Group, a Division of Reeves Industries(8/94 – 12/95)