Defined and executed the people strategy for the company while fostering a positive culture of inclusiveness and engagement. Provided strategic HR leadership and consultation to the CEO and Leadership Team. Analyzed and provided guidance on the current organizational state and future requirements of all business units for both headcount and skillsets. Designed and implemented solutions to meet these needs. Administered full accounting cycle of payables, receivables, financial statements and worked directly with auditors for year-end processes. Led accounting and human resource-based technology projects to define and implement technology use for internal and external stakeholders. Implemented financial procedures and controls to bring the company to recommended accounting guidelines. Evaluated compensation strategy and philosophy, promotional processes, current HR policies, and procedures, etc., and implemented creative compensation policies and equity structures to align with industry best practices. Managed annual plans, OKRs, workforce planning, and budgets for the Human Resources and FinanceDepartments

Currently leading financial and human resource operations of Northstar Wealth Partners, including the preparation of monthly, quarterly, and annual GAAP financial reporting, developing the appropriate internal control procedures to encourage effective and efficient operations with governing laws and/or regulations. Key Results-Develop and analyze information to assess the current and future financial status of the organization including budgeting, cash, and revenue forecasting-Deliver month-end close and general ledger reconciliation-Prepare commission reports and payments for 15+ advisors utilizing broker-dealer reporting tools-Develop and maintain a multi-level payout grid that will incentivize advisor practice growth and retention-Perform year end processes and provide required reporting to outside CPA firm to assist with tax preparation on partnership and individual tax return preparation -Prepare financial reporting for outside consultants and regulatory agencies as required-Manage general ledger accounting and Accounts Payable functions in a timely manner-Manage staff expectations, hiring processes, and complete annual reviews -Maintain Capital Expenditure record keeping and documentation including Annual Property Tax filings-Responsible for benefits administration, onboarding, training, annual compensation review -Maintain records for, process, and record bi-weekly payroll and 401k for staff-Establish, document, and implement policies and procedures as necessary-Increased job satisfaction for all employees and appealed more advisors into the firm by developing an advanced benefits program

Perform a variety of Human Resources and Accounting Duties. Including, Employee Expense Report processing and tracking, Cash Management, Accounts Payable, Benefits administration, Wellness Program Coordination, and Nuclear Inspection Report Processing. Work with IT department on the development and maintenance of internal and external SharePoint sites.Key Results:-Full accounting cycle of company’s working capital, including financial reporting, audit, and tax preparation-Processed company-wide expense reports on a weekly basis and ensures all IRS guidelines are followed-Maintained accounting journals, ledgers and other records detailing financial business transactions -Prepared a variety of year tax documentation and maintains supporting schedules-Processed and analyzed monthly and yearly budgets for all departments-Managed and implements company-wide health benefits program

Interviewed clients to obtain additional information on taxable income, deductible expenses, and allowances. Reviewed income statements and expenditure records to determine forms needed to prepare tax returns. Prepared tax returns for individuals and self-employment businesses by consulting tax law handbooks and bulletins. Computed taxes owed or overpaid and completed entries on appropriate IRS tax forms, following tax form instructions, and tax tables. Educated clients on basic tax principles to support them in planning their tax liability with possible deductions and credits.-Reduced clients' taxes by using all suitable adjustments, deductions, and credits.-Provided high-level assistance in reviewing and approving other volunteers’ tax preparation before submission.

-Handling a broad scope of internal processes encompassing the daily management of collections, reconciliation, general ledger and month-end-closings with a main focus on accounts receivable functions. -Daily posting of seven sub-companies accounts receivable including manual check payments, credit card transactions, electronic funds transfers, etc.-Reconciling bank records with internal accounting entries-Working with major credit card companies and credit card processors, such as PayPal and 5th 3rd Bank to research and provide appropriate documentation to prove or disprove a customer’s credit card dispute-Communicating with customers via phone, email, or fax to resolve discrepancies with payment remittances and account records

-Reconciling daily invoices and money collected from multiple Package and Wine Delivery routes that service the entire Middle Georgia Area-Creating multiple timely sales and accounting reports-Managing front office functions to support Vice President and staff. -Maintaining records, filing, and office supply purchasing-Answering a multi-line telephone-Assisting customers with general inquiries-Proficient in Route Accounting Software

-Posting incoming bills, receipts and purchases for facility in QuickBooks-Tracking all deposits, withdrawals and transfers from several bank accounts-Updating all bank registers in QuickBooks and reconciling with current bank statements-Organizing financial information for tax purpose-Documenting and inputting hours employee worked and creating paychecks