Served in Leadership of a $45M insurance company focus in Accounting, Claims, Compliance, Human Resources, and IT departments. Motivated teams and drove process improvements for efficiency and profitability.• Streamlined Bank Reconciliations, Instituted Positive Pay saving two hours per month• Monthly close in three days, financial statement generation, KPI’s and ratio analysis• Extensive use of Excel for data analysis using filters, macros, pivot tables and VLOOKUP’s• Contract review and analysis saving over $100,000 in 2019 through contract negotiations• Quarterly tax filing for multiple states; automated process using XML and CSV batch filing• Year-end close, internal and external audit preparation for annual consolidated financials• Employee handbook revision, writing human resource policies and procedures• ADP payroll processing for 50+ employees, manage employee benefits, FTE & FMLA compliance• Drove technical projects and work closely with IT Project Managers on product development and integration using XML and C# programming, data migration from old system• Implemented new finance software for premium financing, ran two systems parallel• Developed and maintained a disaster recovery plan and business continuity plan• Board meetings for strategic and business planning, budgeting• ROI Analysis and Calculations • Merger & Acquisition Experience• Developed and nurture banking and CPA firm relationships. Review yearly tax returns, K-1’s.

Managed a department of six employees consisting of accounts payable, accounts receivable, tax filings, and clerical positions. Ensured all finances were in order and proper internal controls were in place. Identified areas of cost-saving initiatives while maintaining quality and service. Establishing procedures, revising workflows creating efficiencies and documenting them• Reviewing various files to ensure accuracy of the content• Provide all HR and payroll duties• Perform monthly analysis on financials• Work with auditors to aid in year-end audit• Perform special projects as needed

Managed Accounting and IT Department of a non-profit country club. Performed special projects as needed, created reporting for various Finance Committee Members. • Bank statements• Budgeting• Financial statement preparation & analysis• General ledger, journal entries• Month and year-end close• Year-end planning and budgeting • Meet with various committees regarding projects• Involved in planning and budgeting meetings for new construction

Finance related activities for each of the four locations including A/P, A/R, inventory control, and financial statements. Served as the company IT person/department, responsible for five locations connectivity to the headquarter office remotely and help desk support for 50 users.• Developed and implemented policies and procedures for ISO certification• Obtained Certified Internal Auditor certification• Cost Accounting initiatives focusing on lean accounting and lean-focused warehouse performance• Calculated ROI • Maintained and improved business ratios, improving DSO on a receivable balance of $1.6 million.• Developed and implemented IT projects and created multiple reports using Access and Crystal Reports• Identified and initiated cost savings projects totaling $80K a year for a $12 million-dollar company• Implementing a multi-phase project to automate the billing process of 2,000+ invoices per month• Prepared and filed property tax returns and sales and use tax returns for seven states NC, IN, OH, CA, WI, TX and NE.• Perform monthly close, budget to actual analysis, five bank and other account reconciliationsSenior Accountant Responsible for the conversion and training from an Accpac DOS-based accounting system to Accpac for Windows-based accounting system for four locations, assisted in monthly close, improved key working capital ratios and established company procedures.• Successfully managed and facilitated in the conversion of the accounting software for three remote locations and the headquarter office• Trained 30+ employees on the new CRM and ERP software• Assisted controller in month-end closing of all locations for $16 million-dollar company• Facilitated inventory cycle counts and year-end inventory for $900K inventory levels• Analyzed sales and use tax procedures to minimize audit risk• Led accounting department in identifying and documenting procedures• Member of the ISO Management team, and helped achieve ISO Certification

Responsible for the accounting and reporting of revolving credit loans to our owners (eight banks), supervised the accounting department.• Prepared and analyzed a daily production report of the steel bars we produced• Reviewed all types of costs associated with the production of goods• Worked with Purchasing to minimize shipping costs• Monitored cash funding availability on a $10 million-dollar revolving credit line• Assisted controller and CFO in month-end closing• Performed sales and use tax reviews, and filed returns• Assisted financial auditors with various audit requests• Member of skeleton crew when the company closed

Balanced North America accounts payable of $3 million• Prepared sales and use tax returns for three locations• Created and maintained accurate account information for 100 suppliers• Performed monthly account reconciliations and analysis• Assisted in documenting procedures for ISO registration and certification• Implemented process and procedure for generating year-end 1099’s electronicallySenior Accountant of Inventory Control Ensured major phone carriers were billed monthly, and facilitating cycle counts and analyzing the processes to find causes for variances.• Performed monthly billing for four largest customers totaling $1.5 million dollars monthly• Performed and analyzed process audits to identify causes for inventory variances

Computer Assurance Services/Business Assurance Dual-track career included financial audits for clients in various industries and auditing client IT systems.• Performed financial audits in accordance with GAAP for clients in manufacturing, not-for-profit, utility, and hospital industries• Analyzed client-server rooms to ensure proper controls were being followed to protect their data• Recommended proper steps to gear up for Y2K