Charlene Peterson, Cpa, Cgma Email and Phone Number
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A decisive and forward-thinking financial services executive and top corporate officer with an extensive track record of providing financial insights that increase profits and enhance internal controls. Vast accomplishment in business planning, financial planning and analysis, p&l management, and revenue and expense forecasting. Leverages broad, hands-on experience building, leading, and advising corporations from start-up through growth, recessions, and acquisitions. Significant accomplishment providing tactical and strategic solutions that evolve and steer and organization towards greater value and stronger controls. An agile frontrunner known for adding value, resolving complex issues, forming strong relationships, and creating and executing successful action plans through collaboration and negotiation.
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ControllerMarks & Harrison Jul 2019 - PresentRichmond, Va, Us
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ControllerWest Cary Group May 2018 - Jul 2019Richmond, Va, UsOversee the accounting operations of West Cary Group, including financial decisions, budgeting, reporting, investing, and risk management.• Oversee accounting activities for the accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly financial statements and annual audits and annual budgets;• Oversee the activities of disbursement, ensuring the accurate and timely processing of accounts payable, purchase orders, petty cash, core employee expense reports, cash control, core payroll processing and total corporate payroll tax compliance;• Oversee the activities of the accounts receivable, to ensure the accurate and timely management of all accounts receivable aging components including billings and cash receipts application;• Assure corporate income tax compliance to assure the accurate and timely completion of all corporate income tax returns taking full advantage of all favorable tax codes;• Establish and maintain systems and controls that verify the integrity of all systems, processes and data, and enhance the company's value;• Respond to President and CEO as assigned with accurate and timely work to facilitate West Cary Group's financial needs;• Budgeting & forecasting, cash flow and other strategic planning with clients;• Prepare complex client Key Performance Indicators, Critical Success Factors, and other management reports;• Invoice clients, including calculation of completed units of service;• Business License Renewals and monthly sales tax filings;• Prepare individual client budgeting and resource management, ongoing mentoring and supervision;• Management of new client implementations and ongoing support. -
ControllerInterim Controller And Financial Consultant Nov 2017 - Apr 2018Served as Interim Controller for small to mid-size companies taking on all Controller responsibilities as needed including:• Managed cash flow;• Analyzed financial data and present financial reports to senior leadership;• Month-end close of books;• Assisted with monthly and annual budget and taxes;• Managed AR and AP;• Managed Payroll and HR issues;• Analyzed and interface with external legal and accounting services.
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Senior Partner, AccountingFinn Partners Mar 2017 - Nov 2017New York, New York, UsServed as part of financial management team of global PR company with specific responsibility for the Washington Regional offices.• Responsible for management of billing for five Finn Partner companies in Washington, DC.• Responsible for management of forecasting of revenues and expenses for five Finn Partner companies in Washington, DC.• Responsible for AP and AR collections for Greenfield Belser/Finn.• Advised Greenfield Belser/Finn Executive Management team on strategic decisions and operations. -
Chief Financial OfficerGreenfield Belser, A Finn Partners Company Aug 2016 - Mar 2017Washington, Dc, UsServed as CFO to one of Finn Partners DC Offices working closely with the financial team in New York to transition finance and HR to the new organization.• Implemented processes and procedures to efficiently track Accounts Receivable and Accounts Payable per closing documents.• Implemented processes to transfer financial data from existing database to new database.• Worked with insurance companies and lease companies to cancel or transfer all policies and leases.• Worked with benefits companies to cancel or transfer all employee benefits.• Liquidated and transferred all profit sharing and 401k plans to new company. -
Chief Financial Officer/PrincipalGreenfield Belser, A Finn Partners Company Oct 1997 - Aug 2016Washington, Dc, UsServed as key executive team member and directed company’s financial affairs. Led revenue/expense forecasting and profitability management. Coordinated legal matters, contracts, and agreements. Oversaw finance, IT, HR, and administrative staff. Provided strategic vision for HR policy and initiatives. Directed planning, hiring, and budgeting for $12,000,000 industry leader in brand strategy and design.• Saved company millions of dollars by implementing auditing and internal controls procedures.• Implemented long- and short-range strategic financial planning and forecasting processes.• Established and maintained accounting policies and procedures designed to meet growth demands.• Developed and maintained programs for employee health and welfare.• Researched, compared, and approve benefits packages annually meeting employee’s changing needs and improving retention and morale..• Advised and partnered with executives on company policy, operations, and strategic objectives.• Protected business assets by implementing strong internal controls and proper insurance coverage.• Collaborated with outside auditors on reviews and audits.• Maintained records and filed tax reports for multiple states.• Worked with consultants and strategists to prepare company for succession planning and sale.
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ControllerTopel Digital Solutions 1986 - 1997Headed accounting and HR departments. Oversaw all aspects of financial reporting, HR, payroll, tax planning and management, cash and banking, accounts payable/receivable, billing, risk management, and insurance. Created and implemented company accounting processes and financial plans. Devised and implemented budget and forecasting reporting methods. Set up and ran payroll internally. Filed all payroll and tax reports for multiple states. Worked closely with sales team to ensure that revenue goals were met. Set up compensation and benefit package. Positioned the company for sale to a National competitor.
Charlene Peterson, Cpa, Cgma Skills
Charlene Peterson, Cpa, Cgma Education Details
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Strayer UniversityAccounting
Frequently Asked Questions about Charlene Peterson, Cpa, Cgma
What company does Charlene Peterson, Cpa, Cgma work for?
Charlene Peterson, Cpa, Cgma works for Marks & Harrison
What is Charlene Peterson, Cpa, Cgma's role at the current company?
Charlene Peterson, Cpa, Cgma's current role is Accounting professional specializing in small to midsize firms.
What is Charlene Peterson, Cpa, Cgma's email address?
Charlene Peterson, Cpa, Cgma's email address is cp****@****ltd.com
What is Charlene Peterson, Cpa, Cgma's direct phone number?
Charlene Peterson, Cpa, Cgma's direct phone number is +120277*****
What schools did Charlene Peterson, Cpa, Cgma attend?
Charlene Peterson, Cpa, Cgma attended Strayer University.
What are some of Charlene Peterson, Cpa, Cgma's interests?
Charlene Peterson, Cpa, Cgma has interest in Children.
What skills is Charlene Peterson, Cpa, Cgma known for?
Charlene Peterson, Cpa, Cgma has skills like Budgets, Advertising, Social Media, Management, Strategic Planning, Email Marketing, Leadership, Marketing Strategy, Web Design, Social Media Marketing, Accounting, Brand Development.
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