* Provide leadership of company financial planning and budget management functions.* Prepare monthly financial statements and variance analysis for multiple companies. Developed and maintain monthly analytic and management dashboard for the Louisville Bar Association.* Prepare annual budget for multiple companies.* Responsible for all aspects of independent annual audit.* Manage cash flows and reserve account(s) to assure timely payment of vendors and adequate funding for refurbishment, replacement and enhancement of property assets and amenities.* Manage payroll, payroll taxes, and employee benefits.* Guide management information systems requiring coordination through multiple providers.* Initiate cost saving actions and increase efficiencies to assist in meeting budget goals.* Develop relationships with service providers to enhance offerings to the Association and membership.MEMBER: ALA - Association of Legal Administrators NABE - National Association of Bar Executives SHRM - Society for Human Resource Management CNPE - Center for Non-Profit Excellence, Finance Leadership Circle of Excellence

*Preparation of financial statements, dashboards, and other analytical reports for executive leadership *Preparation of annual budget.*Manage the recording of financial information in accordance with GAAP.*Reconciliation of general ledger, accounts receivable, accounts payable, fixed assets and inventory. *Identification of weaknesses in internal controls, provide solutions, and implement related policies and procedures.*Analyze and interpret financial data.*Review accounts payable and accounts receivables activity for proper coding and approval.*Research, investigation and presentation of payroll/HR system to management; implementation and integration of approved proposal. *Preparation of payroll and maintenance of payroll system including human resource functions in an all-inclusive payroll/HR system. *Work closely with outside accounting firm on special projects and year-end matters including 401(K) reporting. *Consult with legal counsel on compensation issues and client separation matters. *Provide guidance to CaloSpa Department Lead and Surgery Center Department Lead on client accounts (billing/collections)

Preparation of financial statements for over 50 departments with over 40 funding sources. Understanding of Housing and Urban Development, Department of Labor, Department of Veterans Affairs, Health Resources and Services Administration, Department of Health and Human Services regulations. As well as state and local regulations associated with these funders. Manage accounting personnel and oversee associated accounting functions, including general ledger, accounts receivable, accounts payable, fixed assets and billings. Assist program directors/managers with the preparation of annual budgets. Assist development staff as needed to accurately record all donations. Assist with the annual audit; prepare requested audit schedules. Assist with the identification of significant weaknesses in the accounting internal controls. Continuously search for improvements to accelerate/improve the closing process.

Preparation of financial statements for multi-ministry organization. Research and resolve general ledger account fluctuations and issues for church, school and media ministries. Develop and maintain various financial analyses for tracking purposes. Development of budget and budget analysis by ministry. Development of procedures for payroll and accounting functions. Work with external auditors on annual audit. Supervise a staff of eight. Supervise payroll functions for over 100 full/part-time and seasonal employees for church, school, and media. • Analyzed financial data to uncover and recommend solutions to inefficiencies• Developed various analysis reports to monitor trends• Developed budget and budget reporting package for an educational ministry

Prepared financial statements for multi-division company. Performed financial month-end closings. Researched and resolved general ledger account fluctuations and issues. Prepared tax returns for multiple states. Developed and maintained various financial analyses for corporate management. Managed accounts payable and payment of vendors within cash constraints. Resolved health insurance issues with insurer and broker. Worked with external auditors on annual audit. Supported payroll functions for over 100 employees in multiple states using ADP EZ Pay. Worked with outside vendors for coordination of services. • Developed tracking system of key issues for review and decision-making by CFO and CEO• Analyzed budgeted cash flow for efficiency utilizing payment history resulting in maximized return on cash

Prepared financial statements for multiple companies, statutory reporting schedules, payroll tax returns – multiple states, insurance premium tax returns, and bordereaus. Performed month-end closing of financials for multiple divisions. Managed accounts receivable, accounts payable and collections. Resolved/reconciled various payroll, payroll tax, surplus lines tax, and other tax and accounting issues. Prepared bank reconciliation for multiple accounts. Responsible for implementation of company in QuickBooks for ease in financial statement preparation.

Prepared internal and franchise financial statements. Prepared budget and budget analysis by department. Directed all aspects of human resources/personnel, payroll and payroll related items. Directed billing, accounts receivable/collections, accounts payable, and purchasing. Authorized disbursements. Developed interdepartmental policies and procedures for multiple products and services. Reported weekly activity to management group.

Prepared financial and management reports, analytical spreadsheets, account analysis and budgeting. Directed all aspects of human resources/personnel, payroll and payroll related items and risk management. Managed cash, lines of credit, client billing, accounts receivable/collections, accounts payable, purchasing, cost recovery, and capital improvements. Recruited, hired, and terminated personnel. Maintained computer hardware and software including LAN. Developed policies and procedures. Trained employees on policies, procedures, and hardware/software usage. Coordinated firm seminars, special events, and marketing.• Developed budget to cut operating costs by 30% without sacrificing performance of product or quality of service resulting in firm generating a 40%-50% profit margin

Performed detailed audit testing of account balances. Researched and analyzed various account discrepancies. Prepared audited financial statements, reviews, compilations, and income tax returns. Implemented computerized in-house tax processing system. Trained staff on computerized software programs.