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As a veteran of Valent Group's leadership team, I’ve been with the agency since 2010. I’m responsible for the comprehensive financial functions of the agency, bringing over twenty years of fiscal management in industries ranging from real estate to healthcare. I have a deep expertise in the financial and liability concerns of small and large businesses. My background includes serving as a controller, CPA and finance director in various accounting, audit and investment advisory positions for both for-profit and non-profit organizations.
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Vice President Of FinanceValent Group Apr 2010 - PresentBirmingham, Al, UsValent Group provides risk consulting and insurance services for businesses, employee benefits groups and individuals. As a wholly owned subsidiary of EBSCO Industries, Inc., a multibillion dollar Forbes Top 200 privately held company, we offer the resources and capabilities of a nationally integrated firm, with the stability and long-term outlook of a privately owned and operated boutique agency. -
Vice President Of FinanceS.S Nesbitt And Company Apr 2010 - Feb 2019Birmingham, Al., UsWith roots dating back to the 1890s, S.S. Nesbitt is one of the largest privately held insurance brokerages in the Southeast providing employee benefits, business insurance and personal insurance. And as a wholly owned subsidiary of EBSCO Industries, a Fortune 200 privately held company, we offer the resources and capabilities of a nationally integrated firm, with the stability and long-term outlook of a privately owned and operated boutique agency. Twenty years of fiscal management in industries ranging from real estate to healthcare has equipped me with a deep expertise in the financial and liability concerns of small and large businesses. From investment analysis and budgeting to financial reporting, I understand risk assessment and analysis and can work with organizations of all sizes to help them make financially sound decisions. I have also served on numerous nonprofit boards. -
ControllerSoutherncare Hospice Services 2007 - 2010Supervised accounting function for one of the nation’s largest providers of hospice care with over $200 million in annual revenue and 100+ locations. Prepared monthly individual agency and consolidating financial statements with supporting schedules. Prepared and submitted 100+ annual Medicare cost reports. Provided annual tax schedules. Primary liaison with Ernst and Young, independent auditors.
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Accounting ManagerAig Baker Shopping Center Properties, Llc 2005 - 2007Managed accounting function for 25+ retail properties both operational and under construction. Responsibilities expanded to include organizing operating budgets and implementing accounting systems for a new mixed-use resort line of business. Performed in a remote controller capacity directing the on-site accounting staff as new resort properties transitioned from construction to operational phase. -
Client AccountantSnow And Associates 1994 - 2007Affiliated with Snow and Associates, I worked on the following:Independent Presbyterian Church Foundation 1995-2001Recruited to newly created position established to manage accounting function for $40 million in permanent funds; prepared and delivered financial reports and monitored investment and distribution policies. Proposed and implemented financial model to monitor balance of investment allocation and spending policies. Refined and implemented grant application and distribution guidelines. Wyatt R. Haskell (Haskell Properties) 1995-2001Recruited to coordinate all aspects of accounting function for various real estate ventures and financial investments. Worked closely with tax advisor and investment bankers. Developed investment models for analysis. Maintained and organized investment records. Compiled tax information and produced annual personal financial statements. Prattville Memorial Chapel and Memory Gardens 1993-2001Developed comprehensive business plan which influenced the securing of special SBA (504) financing. Designed and implemented accounting system. Proposed accounting and reporting guidelines to The Department of Insurance (regulatory authority) with respect to new legislation governing the sale of preneed cemetery and funeral merchandise and services.
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Independent ContractorSunbelt Golf Corp Jan 1992 - Dec 1993Assisted in transitioning the accounting system from construction phase to operational. Reconciled financial records were delivered to the new Director of Finance. -
Independent ConsultantStanford University Sep 1990 - Aug 1991Stanford, Ca, UsDeveloped job function and launched transitional position to assist in segregation of endowment management group from other university treasury functions. Collaborated with multiple departments to develop transitional operating budgets. Designed a cash flow forecasting model and prepared annual reports for the faculty housing loan program. Continued monthly maintenance of models for several years via the internet after returning home to Birmingham. -
Supervising Senior AuditorKpmg Us Jul 1986 - Mar 1990New York, Ny, UsJoined the professional audit staff as an assistant accountant and was promoted in accordance with an increasing level of technical and supervisory responsibilities. Lead engagements for a wide-variety of businesses. Specialized in the real estate and non-profit sectors.
Terry Widman Skills
Terry Widman Education Details
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University Of Alabama At BirminghamMaster Of Business Administration (Mba) -
University Of Alabama At BirminghamBs Accounting
Frequently Asked Questions about Terry Widman
What company does Terry Widman work for?
Terry Widman works for Valent Group
What is Terry Widman's role at the current company?
Terry Widman's current role is Vice President Finance at Valent Group.
What is Terry Widman's email address?
Terry Widman's email address is t.****@****itt.com
What is Terry Widman's direct phone number?
Terry Widman's direct phone number is +120526*****
What schools did Terry Widman attend?
Terry Widman attended University Of Alabama At Birmingham, University Of Alabama At Birmingham.
What skills is Terry Widman known for?
Terry Widman has skills like Financial Reporting, Accounting, Budgeting, Financial Analysis, General Ledger, Internal Controls, Accounts Payable, Forecasting, Excel, Auditing, Gaap, Quickbooks.
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