Donna Cope Email & Phone Number

Birmingham, Alabama, US

• Strategic financial business partner to CEO and Leadership Team, leading all finance and operations initiatives with focus on growth and profitability improvement. Manage agency EBITDA with accountability for all.
• Provide financial leadership and direction, ensuring a fully integrated finance function that provides reporting, budget control, and strong decision-making support and analysis to drive performance.
• Oversee the Finance team and processes to ensure accurate financial reporting, budgeting, and forecasting.
• Prepare financial statements, design and monitor KPIs, and implement financial strategies to support business growth and profitability.
• Oversee client finance, drive revenue growth discussions, and collaborate with Leadership on development of long-term growth plans, pricing strategies andclient profitability.
• Present Leadership with financial updates and performance and provide strategic inputs to drive profitable growth.

Greensboro, NC, US

• Oversight of finance and operations of an association management company providing strategic, operational and accounting services to non-profit associations, credentialing bodies and licensure boards. Responsible for.
• Prepared divisional budgets in cooperation with executive management team and HQ finance; review and analysis of financial performance, prepared divisional forecasts and communicated issues to upper management..
• Performed financial and strategic analysis on issues affecting the business, partnering with Operations to develop strategies.
• Control of business unit expenses and transactions. Actively managed monthly closing, accruals, reporting and analysis including completion of budget to actual reporting and forecasting.
• Responsible for client treasury management and bank relationships, monthly close process and financial statement review. Directed work of accounting operations associates, and provided guidance to ensure accuracy and.
• Led annual client audits, reviews and tax preparation. Liaised with external accountants to coordinate and provide PBC deliverables.

Durham, NC, US

• Oversight of accounting operations of a rapidly growing, multi-entity healthcare organization, ensuring timely and accurate financial information for internal and external stakeholders. Supervised daily accounting.
• Directed monthly close process, general ledger review and analysis to ensure accuracy and completeness, and provided explanation of variances and trends. Assisted with preparation of financial statements and management.
• Prepared census for per-diem revenue calculation and reconciliation of billing system accounts receivable and revenue data. Drove reconciliation of historical AR data for completion of billing system conversion to.
• Assisted with bi-weekly payroll, and designed ADP Interface for seamless integration with general ledger, increasing accuracy and efficiency.
• Liaised with external CPA's and managed corporate income tax and financial audit deliverables. Ad hoc reporting and analysis for various purposes, including due diligence, purchase price accounting, external audits.
• Policy and procedure update and development to ensure appropriate controls and processes to support organizational growth.

• Directed project-based accounting processes of a pharmaceutical marketing agency. Supervised daily accounting operations including cash management, general ledger, accounts receivable, accounts payable, payroll, fixed.
• Drove monthly close and prepared monthly financial statements and management reporting package, forecasts and variance analysis.
• Managed treasury functions and processed semi-monthly payroll. Led transition of corporate banking to achieve increased efficiencies in cash management and maximize cash investment.
• Implemented new ERP system and revamped GL structure to improve budget tracking and project margin analysis. Developed custom reporting tools to standardize monthly reporting and build ad hoc reports for KPI analysis.
• Led development of operating budgets and rolling forecasts, and performed analyses for financial planning and interpreting key business performance drivers. Operationalized monthly rolling revenue forecast and variance.
• Collaborated with client account teams and project managers to review and reconcile client budgets, work in progress and advance bill obligations, and accurately record revenue deferrals and accruals.

• Daily oversight of accounting activities of the parent company and three subsidiaries of a publicly-held, multinational technology company. Supervised accounting team in AR, AP and general ledger functions.
• Managed monthly close, account reconciliations, journal entries, and intercompany reconciliations and eliminations.
• Assisted quarterly and annual public-company external audits, and quarterly bank audits.
• Performed budget variance analysis and prepared ad hoc reports for corporate SEC and tax filings.
• Provided support in areas of cash management, financial statement consolidation and SOX compliance.
• Coordinated with outsourced HR partner for benefits administration and payroll processing.

Birmingham, Alabama, US

• Directed project-based accounting processes and operations of an advertising agency.
• Responsible for all daily accounting functions including general ledger, AR, AP, fixed assets, payroll, tax reporting and treasury functions.
• Prepared financial statements, operating budgets and forecasts, monitored company profitability and cash flow.
• Managed vendor and corporate records, and maintained relationships with bankers, external accountants, insurance, IT and HR partners.
• Performed agency traffic functions, served as network administrator and HR generalist.
• Supervised accounting and administrative support staff.

• Responsible for financial operations and management of all daily accounting functions of a waste tire repository and recycling facility.
• Managed general ledger, AR, AP, payroll and cash management.
• Prepared financial statements, monitored company profitability and cash flow.
• Processed payroll on a weekly basis and prepared quarterly and annual payroll tax returns.
• Managed corporate records and employee benefits programs, and maintained relationships with bankers and external accountants.
• Supervised accounting staff.

• Prepared corporate year-end write-up and income tax returns, and individual tax returns.
• Performed corporate bookkeeping, prepared bank reconciliations and monthly write-up.
• Prepared monthly/quarterly payroll and sales tax returns, and annual property tax, payroll and 1099 informational returns.

• Prepared corporate year-end write-up and income tax returns, and individual tax returns.
• Performed corporate bookkeeping a, prepared bank reconciliations and monthly write-up.
• Prepared monthly/quarterly payroll and sales tax returns, and annual property tax, payroll and 1099 informational returns.
• Assisted with financial statement compilation, audit functions and on-site client training.