Experience

The Plantation at Ponte Vedra Beach

• United States
• Hospitality
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2018 - Present

  Ponte Vedra Beach, Florida



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Manager - Financial Accounting Advisory Services

  • Apr 2013 - Oct 2018

  Focused on assisting companies with transformational transactions including IPOs, acquisitions, and divestitures, as well as various technical accounting and financial reporting matters. Also worked with clients to navigate through accounting change, primarily with the new revenue recognition and lease accounting standards.



PSS World Medical, Inc.

• Director of Financial Reporting

  • Aug 2011 - Mar 2013

  Jacksonville, Florida Area Manage the financial reporting process – prepare Forms 10-Q, 10-K and 8-K for earnings releases, prepare and review Financial Supplement filed with quarterly earnings release, draft footnotes and MD&A, compile and review supporting documentation, manage filing process with external EDGAR provider, discuss technical matters with outside counsel and review XBRL mapping documents and submissions Review and validate investor presentations, earnings releases and executive scripts for… Show more Manage the financial reporting process – prepare Forms 10-Q, 10-K and 8-K for earnings releases, prepare and review Financial Supplement filed with quarterly earnings release, draft footnotes and MD&A, compile and review supporting documentation, manage filing process with external EDGAR provider, discuss technical matters with outside counsel and review XBRL mapping documents and submissions Review and validate investor presentations, earnings releases and executive scripts for earnings calls Involved with annual audit, quarterly reviews, 401k audit and proxy statement preparation procedures Prepare and review quarterly Audit Committee Book, an internal reporting financial workbook, presented in quarterly Audit Committee meetings Managed financial reporting responsibilities of debt issuance procedures, including preparing and validating portions of the offering memorandum, validating and reviewing road show presentations and preparing the Form S-4 Member of team that developed, performed and reviewed results of discontinued operations carve-out procedures EDGARize Forms 11-K and 8-K, review and file with SEC Various technical accounting research projects, including variable interest entities, lease accounting, acquisition-related transactions and numerous SEC-specific matters Manage one financial reporting accountant Member of Disclosure Committee Show less



Interline Brands

• Transportation, Logistics, Supply Chain and Storage
• 500 - 600 Employee

• Corporate Accounting Manager

  • Oct 2009 - Aug 2011

  Jacksonville, Florida Area Manage the financial reporting process – prepare Forms 10-Q and 10-K, set reporting calendar and communicate with Finance team, produce and maintain consolidated trial balance, draft footnotes and MD&A, compile supporting documentation and review with management, arrange review with outside counsel, oversee filing process with external EDGAR and XBRL provider, and coordinate executive and Board approval Coordinate annual audit, quarterly reviews, 401k audit and several statutory… Show more Manage the financial reporting process – prepare Forms 10-Q and 10-K, set reporting calendar and communicate with Finance team, produce and maintain consolidated trial balance, draft footnotes and MD&A, compile supporting documentation and review with management, arrange review with outside counsel, oversee filing process with external EDGAR and XBRL provider, and coordinate executive and Board approval Coordinate annual audit, quarterly reviews, 401k audit and several statutory audits Prepare various technical accounting analyses – consolidated allowance for doubtful accounts analysis, annual accounts receivable collectability study, annual reporting unit analysis, annual segments analysis, and annual study to value customer relationships intangible assets; also review annual trade name and goodwill valuations prepared by specialists Review all property tax returns and business license renewals, provide approval for payment Review all capital expenditure requests, monitor departmental capital expenditure budgets, apply proper general ledger coding and submit to Controller for final approval Special projects including acquisition due diligence procedures, integration of newly acquired entities and debt refinancing procedures Manage team of four accountants; coordinate close process with total team of fourteen Member of Disclosure Committee Show less



CSX Corporation

• Technical Accounting Manager

  • Apr 2006 - Oct 2009

  Jacksonville, Florida Area Managed accounting and reporting for CSX’s captive insurance company – prepared financial statements, coordinated annual statutory audit and semi-annual actuarial reviews, assisted with tri-annual policy renewals, and presented results at annual Board meeting Prepared several technical accounting analyses including Controller’s quarterly analytical review package Responsible for various month-end close procedures, including reviewing reconciliations, journal entries, and… Show more Managed accounting and reporting for CSX’s captive insurance company – prepared financial statements, coordinated annual statutory audit and semi-annual actuarial reviews, assisted with tri-annual policy renewals, and presented results at annual Board meeting Prepared several technical accounting analyses including Controller’s quarterly analytical review package Responsible for various month-end close procedures, including reviewing reconciliations, journal entries, and subsidiary consolidations Member of IFRS diagnostic team, focusing on provisions and contingencies On project team that prepared Controller’s FY07 budget; investigated budget-to-actual variances

• Project Supervisor

  • May 2004 - Apr 2006

  Jacksonville, Florida Area Member of the SOX implementation team Led company-wide project to transfer process narratives from a word processing format into a specialized application



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Auditor-In-Charge / Staff Auditor

  • Aug 2001 - Apr 2004

  Jacksonville, Florida Area Served as an auditor-in-charge of audits in various industries, including mortgage banking, transportation, forest products, relocation services and government; several public clients



State of Florida

• Government Administration
• 700 & Above Employee

• Audit Staff

  • Jun 2000 - Aug 2001

  Tallahassee, Florida Area Served as a staff auditor on various governmental audits



Florida State University

• United States
• Higher Education
• 700 & Above Employee

• Teaching Assistant

  • May 2000 - Aug 2001

  Tallahassee, FL Served as an online teaching assistant for beginner college-level accounting course; reviewed homework, graded tests and provided assistance to students in various capacities