Responsible for day to day planning, implementing, managing and controlling all financial related activities of the organization.

Corporate Accounting Oversight• Led team of 15 responsible for maintaining accounting records and comprehensive controls• Prepared and presented monthly financial reports to owners and senior leadership• Ensured compliance with debt covenants and performed required monthly reporting• Improved completion time and results of annual audit by independent accountants• Recommended and led implementation of new accounting software • Oversaw vendor reporting project resulting in immediate savings and future recurring annual savings• Initiated automation of quarterly reporting saving over 200 hours annually• Implemented ACH payment system • Orchestrated assessment of access security and development of related policies and procedures Proven Leadership Talent• Developed and implemented team architecture that generated efficiencies and reduced risk• Created job descriptions, established career growth paths and implemented coaching processes for all team members• Established new team member onboarding and instituted monthly inter-departmental training• Created ways to drive team connection to corporate values that were recognized and implemented company-wide• Member of cross functional team to develop Enterprise Reporting Program (ERP)• Chosen to participate in 12 person committee from 500+ employees to improve company culture• Selected by Leadership to be on 5 person Benefit Task Force to review and analyze employee benefits, perform market research and develop recommendations

Technical Expertise• Secured significant credit facility syndicated by three financial institutions• Performed ROI and profitability analysis of business expansion projects and capital investmentsRelationship Management• Cultivated and managed partnerships with banks, tax professionals, external accounting firm, legal counsel, payroll provider and benefit administrators• Developed and maintained relationships with multi-generational stakeholders throughout the country to execute the mission and strategic planProject and Change Management• Partnered with internal leaders and external vendors to restructure Human Resources• Managed extensive renovation of headquarters

Impact and responsibility grew in positions including: Controller, Director of Human Resources, Director of Compliance, Director of Operations and Audit Director.Proven Leadership Talent• Led 11 audits/reviews annually and reported results to Audit Committee of the Board; consistently earned unqualified reports and praises from external auditors and regulators• Co-chaired Information Security Steering Committee coordinating policy and procedure documentation; development, testing and implementation of Disaster Recovery Plan; creation of risk assessment matrix and audit schedule; and creation and implementation of security measures• Negotiated all employee benefits contracts annually• Consolidated 3 branches into single location by leading committee completing due diligence and project execution; utilized change management techniques to ensure uninterrupted client service• Oversaw 17 direct reports and multiple promotions Strategic Planning and Execution• Developed and executed strategic plan for Human Resource Division supported by action plans and success metrics across talent, benefits and training resulting in winning multiple awards including Best and Brightest Companies To Work For in the Nation• Designed Talent Based Organization to create world class hiring processes as well as career growth and development practices; certified in behavioral science interviews• Established accounting and operations Internal Audit functionsAnalysis and Problem Resolution• Prepared monthly financial reports and analysis • Analyzed employee benefit programs to develop plan resulting in 25% annual savings without reducing benefit levels• Changed from S corporation to C corporation including completion of business valuationCulture Creation and Team Building• Handpicked by President to design and lead team responsible for development and preservation of culture of excellence• Only Executive Leader to receive employee nominated Employee of the Week honor

Experience serving numerous multi-location clients in several industries and providing broad range of financial compliance, audit, consulting and new reporting/accounting adoption services. Strong relationships with team members and clients as mentor, trainer and subject matter expert.