CTS provides site-preparation, excavating, paving and other construction related services for commercial, individual, and government entities. I have assisted the owner to grow the company from creation in 2007 up to the current 2020 annual revenue of $10 mil. Perform all financial functions and HR functions including managing and maintaining compensation and benefits for the 45+ full-time employees.

Served as senior management for municipal public utility. The Utility provides electric, cable, internet, and telephone services. I managed the finances of this $36 mil annual revenue entity while also managing the compensation and benefit plan as well as the human resources for 45 employees. Retired from SEPB on April 30 , 2021 to focus full attention on my other career with CTS Excavations full-time.

Performed compliance duties for Investment Advisor. Mainsail Asset Management is an independent wealth management firm that has $100 mil of assets under management. I performed compliance matters such as advisor agreements, portfolio review, and execute annual FINRA registrations. Prepare annual ADV requirements via FINRA CRD requirements. Maintain the MAM Policy and Procedure manual. Maintain the MAM Disaster Recovery manual. Train employees of procedures. Maintain the Advisor Contracts and required documents for client retention. Review random client documents and transactions for completeness. I also opened accounts for clients and made investment purchases per investment objectives.Served as bookkeeper for the firm while using the Quickbooks program. I performed this job concurrently while working at Scottsboro Electric Power Board and CTS Excavations LLC.

Serve as finance and logistics team member for start-up logistics company providing international sales from Europe to the USA. I worked with clients in Germany and the Netherlands to ship products via ocean freight to the USA and warehouse for inventory storage. Organized inland freight shipments to customers. Implemented integrated computer accounting system to administrate the business.

Supervised staff of 5 accountants performing all facets of corporate accounting including customer invoicing, receivables, payroll, accounts payable, fixed assets, cost accounting, and cash management. Prepared monthly financial statements that reported the results compared to budgets and assisted management in making decisions to meet their targets. Annual sales exceeded $120,000,000 with a workforce over 700 employees. Delivered cost savings projects to reduce overhead and manufacturing costs to help company stay competitive in the global market.Spent 3 of these years serving as the Logistics Manager. Responsible for warehousing, shipping, customer service, product inventory management, production planning, storeroom inventory management, and computer design and implementation. Managed staff of 6 professionals in the Logistics department..

Started a proprietor business offering professional accounting services to small businesses. Services included payroll tax reporting as well as corporate, partnership, and individual tax return preparation. Also performed write-up services to prepare financial statements.