• Advise on financial decisions and accounting systems and maintain GAAP-compliant records and procedures.• Prepare monthly, quarterly, and year-end financial statements, reconciliations, analysis of financial data, and ad-hoc reporting.• Provide Financial Control oversight of cash flow maintenance, resource management, operational efficiency, profitability, and fraud prevention.

• Directed all aspects of Finance and Accounting, managing a team of six (6).• Managed finances for two (2) companies: GroGreen Solutions ($50M) and Aspen Investments ($440k).• Responsible for initiating a collections process, which resulted in 26% reduction of past due Accounts Receivable in first nine (9) months.• Implemented a pricing process for salespeople and back office to streamline order entry and invoicing, including a notification process to customers.• Prepared Sales Tax returns for seven (7) states.• Worked directly with CEO to develop financial strategies.• Managed accounting system processes and created all ad-hoc reporting.• Managed cash flow, along with bank relationships and financing structures.• Ensured compliance with state and federal agencies.• Prepared financial information and analysis for annual financial reviews and tax returns.

• Directed all aspects of Finance and Accounting (including Human Resources and Payroll), managing a team of four (4).• Managed finances for seven (7) companies: five (5) under Excelsior Equity ($150M), one (1) separate real estate company ($440k), and one (1) sister company ($45M). • Modified comprehensive financial reporting package to reflect growing organizational complexity with detailed variance analysis and managed financial reporting processes to validate internal and external financial results aligned with GAAP, while developing annual operational budgets and three-year projections, at each company level and consolidated level.• Worked directly with CEO to develop financial strategies.• Managed accounting system, which involved implementing new software for specific needs, and created all ad-hoc reporting.• Managed cash flow, along with bank relationships and financing structures.• Ensured compliance with state and federal agencies.• Managed business insurance policies.• Prepared financial information and analysis for annual financial reviews and tax returns.

• Monitor day-to-day transactions, review and approve all Purchase Orders, review bank reconciliations, and manage cash inflows and outflows.• Ensure that adequate systems and procedures are in place and provide adequate supervision to allow for accurate and timely financial reporting on a monthly basis. Prepare monthly journal entries, reconcile accounts, and prepare all financial reports including comparative reporting and variance analysis.• Maintain and monitor corporate records with respect to capitalization charts and stock option activity. • Maintain appropriate communication with other departmental functions. Work closely with the Director of Operations to ensure adequate monitoring, measurement, and reporting of inventory activity to accounting. Provide consultative support to Sales and Marketing with respect to product costs, gross margin objectives, and billing and payment terms available to potential customers. Coordinate with R&D to ensure that systems are adequate to properly capture, measure, and report Grant related activities as well as other development projects on a timely basis.• Coordinate the completion of their annual review of the financial statements and preparation and filing of federal and state income tax returns in a timely and cost-efficient manner. • Manage relationships, contractual agreements, and communications with investors, banks, suppliers, independent accountants, and IT consultants.• Direct budgetary analysis of strategic Company objectives, including sales forecasting, capital formation, development initiatives, licensing opportunities, and grant applications.• Conduct due diligence and use this information to develop integrated revenue/expense analyses, projections, reports, and presentations regarding the impact of a merger/acquisition on the organization. Identify trends and developments in competitive environments and present findings to CEO.

Used Business Intelligence tools, Cognos and Business Objects (Crystal Reports), to develop analytical reporting (financial and regulatory) for Capital Bank

• Significant and extensive contributions associated with improvements in financial reporting, business controls, cash management, inventory control, financial planning, budgeting and financial forecasting, project accounting, cost accounting, and business systems. • Key management team member responsible for planning and implementing new business control processes and financial/ERP systems.• Developed, analyzed, and interpreted statistical and accounting information in order to assess profitability and efficiency, based on past, present, and projected trends.• Designed and maintained all internal and external ad-hoc reporting (financial and statistical) for management to improve operations and make proper business decisions.• Improved all major aspects of Accounting/Financial operations while reducing overall expenses.• Acted as primary interface with outside auditors and corporate personnel.• In charge of all Management Information Systems, including maintaining SQL databases, creating and executing SQL queries, stored procedures, and triggers. • Maintained security, reporting structure, and document libraries in SharePoint Portal.

• Developed, analyzed, and interpreted statistical and accounting information in order to appraise operating results in terms of profitability, based on past, present, and expected operation trends.• Coordinated and directed the preparation of the budget and financial forecasts, maintained other planning and control procedures (including the cost accounting system), analysis and reporting of variances.• Designed all internal ad-hoc reporting.• Responsible for Monthly Financial Reporting and Year-end Tax packages to Corporate, including SEC Reporting.• Directed determination of depreciation rates to apply to capital assets and maintain Fixed Asset Book/Tax Schedules.• Created Automated Billing processes for three new divisions from Acquisition to Interface with multiple systems.• Implemented Accounting System conversion from MAS 90 to Microsoft Dynamics SL and Project and Time Tracking and Analysis system.• Streamlined processes between Purchasing and Corporate Credit Card data to feed automatically into Accounting System.• Managed HR, Facilities, and Finance staff of eight (8) and evaluated their performance and desired development needs/plans for growth in the organization.

• Responsible for analyzing detailed financial data, budgeting and forecasting by department, maintaining control of candidate registration and payment to clients, managing cash accounts, bank reconciliations, and overall monitoring of user processes• Maintained Project Costing system, including projects, tasks, employees, time and expense entry, and allocation costs across projects.• Designed all internal ad-hoc financial, analytical, and statistical reporting.• Maintained accounting systems, SQL database related to Solomon, and created SQL queries, stored procedures, and triggers.• Maintained security, reporting structure, document libraries, and web parts in SharePoint Business Portal.• Supported Oracle database related to custom registration software.

• Established Eastern NC branches for Enterprise Information Systems and Infosystems Technology, located in Raleigh and Morrisville, transitioning an existing Solomon client base.• Managed a team of five (5) consultants.• Collaborated across teams (sales, programming, and networking) to share info and coordinate the best solution for client, creating and submitting detailed proposals and service contracts to client.• Developed and conducted custom seminars, training sessions, and procedural documentation.• Created and maintained project timelines on software installations, upgrades, and updates.• Performed complete setup, implementation, testing, training, database management, reporting, and support of financial and reporting software, including Microsoft Dynamics SL, Crystal Reports, FRx, Business Portal, Platinum, Abra HR/Payroll, and WorthIT Fixed Assets.• Implemented processes and procedures for Core Financials (GL, AP, AR), Cash Management, Payroll, Inventory Management, Purchasing, Order Management, Bill of Materials, Project Costing, Field Service, Collections