Chartwell Compliance acquired by MVB Bank as a wholly-owned subsidiary.

• Responsible for all aspects of financial management - working directly with the company’s CPA firm.• Initiated the first annual budget which successfully reduced expenditures in the first 6 months of implementation.• Responsible for monthly analysis of all clients to track profitability by project.• Review and reconcile monthly profit and loss statements; processing required journal entries to ensure accurate records.• Accounts Receivable:o Maintain an invoice summary for approximately 65 clients to ensure timely and accurate invoicing.o Manage 3rd party vendor invoicing for numerous clients.o Analyze and reconcile staff time entries weekly to guarantee correct client invoicing.o Responsible for client communication regarding delinquent accounts.• Accounts Payable:o Process vendor, consultant, and subcontractor invoices.o Review and process employee expense reimbursements.o Credit card reconciliation.• Responsible for project closeouts including profitability analysis and retention procedures.• Account administrator for all company accounts:o Adding and removing users.o Maintaining subscriptions.o Processing payments.• Created and implemented financial policies and standard operating procedures for accounts payable, accounts receivable, expense reimbursements, and credit card reconciliation.

• Oversee 3 annual budgets – CDBG (Community Development Block Grant), HOME Investment Partnership Program, & General Fund.o Forecast future revenues and expenditures for over $2 million.o Streamlined administrative procurement, eliminating budget deficit within 2 years. o Maintained a budget carry forward for the past 5 years.• Generate and analyze reports to ensure financial information has been recorded accurately. • System administrator for the federal financial information system, IDIS (Integrated Disbursement & Information System). o Data entry of all programs and activities.o Reconcile system data to County financial statements. o Prepare all reports as required by US Department of Housing and Urban Development (HUD).• Fulfill research and data request for internal and external auditors.• Develop annual departmental strategic planning & performance measurement documents for HUDo 5 Year Consolidated Plan, Annual Action Plan, and Consolidated Annual Performance Evaluation Report as required to receive grant funding.• Responsible for accounts payable and work directly with the Finance Department to process requests for reimbursement.• Developed an accounts receivable process for homebuyers that received down payment and closing cost assistance.• Monitor CDBG and HOME subrecipients to ensure proper financial management of grant funds. • Mastered independently HUD regulations and systems (financial and reporting).• Provide financial technical assistance to other municipalities as requested by the HUD Field Office.• Financial Management of Special Grants: CDBG-R, HPRP (Homelessness Prevention and Rapid Re-Housing Program), NSP (Neighborhood Stabilization Program), EPA (Environmental Protection Agency) – Brownfields, and DHEC Brownfields Cleanup Revolving Loan Fund (BCRLF).