VP of Treasury and Financial Reporting

• Feb 2022 - Present

Chief Financial Officer

• Apr 2019 - Feb 2022

Corporate Controller

• May 2016 - Apr 2019

● Transformed corporate financial reporting from the most basic P&L format to a comprehensive monthly package containing budget to actual variances for each branch and prior year comparison schedules, with charts and graphs showing performance on key operational metrics.● Utilized knowledge from 12 years experience with Microsoft Dynamics Great Plains and FRX reporting to self-train on Viewpoint Vista and Financial Manager software applications. Created dynamic financial reports used to produce the monthly/quarterly corporate financial reporting package.● In charge of all corporate finance functions, including budgeting/forecasting, financial accounting and reporting, payroll, purchasing, treasury management, banking services, customer billing and collections, accounts payable, and compliance with federal and state tax reporting requirements.● Performed ad hoc reporting and analysis to support the business model and identify opportunities to increase profit.● Consolidated financial statements monthly for eight entities, including performance metrics analysis.● System Administrator of the Viewpoint and Quickbooks financial software applications.● Worked closely with the CEO and President while coaching and managing the accounting staff.● Worked with the external auditors to ensure a smooth and timely completion of the annual financial review. Show less

Principal

• Jun 2014 - Present

Customized business solutions for small to mid-size companies in the Atlanta metro area. Expert in task automation using advanced Excel skills such as Pivot Tables, Macros, Cube Formulas, and VLOOKUP / HLOOKUP formulas. Need to set up a General Ledger accounting system, establish budgets and variance reporting, eliminate manual entries in Excel spreadsheets through automation, stop and prevent losses of inventory and cash? These are but a few of the services I offer, and I have 25 years of experience in managing office workflow, streamlining processes, and auditing processes to make operations more efficient and profitable. Let me help your small to mid-size business be the best that it can be! Show less

Director / Treasurer

• May 2015 - Jul 2016

Volunteer work serving on the Board of Directors for my neighborhood homeowner's association. Accomplishments include implementing an accounting software solution, building the chart of accounts, establishing automated budget variance reporting, and developing a long-term financial plan for managing the cash flows and expenditures of the organization. Volunteer work serving on the Board of Directors for my neighborhood homeowner's association. Accomplishments include implementing an accounting software solution, building the chart of accounts, establishing automated budget variance reporting, and developing a long-term financial plan for managing the cash flows and expenditures of the organization.

Corporate Controller

• Mar 2016 - May 2016

● In charge of all corporate finance functions, including budgeting/forecasting, financial accounting and reporting, purchasing, treasury management, banking services, customer billing and collections, and compliance with federal and state tax reporting requirements.● Performed ad hoc reporting and analysis to support the business model and identify opportunities to increase profit.● Consolidated financial statements monthly for eight entities, including performance metrics analysis.● Worked closely with the CEO and CFO while coaching and managing the accounting staff. Show less

Manager Financial Planning and Analysis

• Oct 2014 - Mar 2016

• Project leader over implementation of Microsoft Dynamics NAV to replace Quickbooks Enterprise Solutions. Partnered with software consultants to establish consolidated chart of accounts and accounting workflows for the five business entities.• Instrumental in securing new property acquisition, leasing, and property management business by creating financial models shared with prospective clients.• Leveraged advanced Excel skills to automate the consolidation of the Quickbooks financial statement files for five business entities.• Streamlined the company’s client billing process so that billings are completed within 5 business days of the end of the month, and accelerated cash inflows as a result.• Developed and maintained financial forecasting models for weekly, monthly, quarterly, and yearly sales and profits.• Used advanced Excel skills for ad hoc reporting and analysis to support the business model and identify opportunities to increase profit.• Advised the CFO and CEO on financial trends while coaching and managing the Business Analyst. Show less

Vice President of Financial Management

• Jul 2013 - Apr 2014

Key Accomplishments – VP of Financial Management, Georgia Lottery Corp.• Accurately forecasted FY 2014 Profit within 2 tenths of a percent, keeping the CEO, CFO, and Board of Directors abreast of projected profitability.• Successful in creating and presenting the FY 2014 annual operating and financial plan to the Board of Directors, receiving immediate approval and appreciation from the board members for the effort. Prior to this occurrence, the annual plan had not been approved on the first read by the Board in over 10 years.• Increased staff productivity by partnering with all finance and accounting professionals to implement use of Excel Analysis Cubes in daily tasks, eliminating numerous manual-intensive spreadsheets by pulling information directly from the GP Dynamics SQL financial database.• Increased profits by developing a financial model that moved the starting Fantasy 5 jackpot from $50,000 to $100,000 and drove jackpots higher, generating higher participation by players.Managed all Corporate Finance operational units including Financial Accounting and Reporting, Financial Planning and Analysis, Retailer Accounting, Procurement, Corporate Cash Management, Banking Services, and Treasury Management. My duties were similar to those of a Controller. Well-versed in the requirements of section 404 of the Sarbanes-Oxley Act of 2002. My staff and I developed internal control narratives that were provided to external auditors to ensure inherent risks were addressed and mitigated through sound internal controls in accordance with section 404 of the Sarbanes-Oxley Act of 2002 (SOX). Managed the annual financial statement audit from the corporate side, serving as the primary contact for the external auditors, as well as managing the preparation of the annual financial statements, notes to the financial statements, and Management Discussion and Analysis section. Show less

Financial Planning and Analysis Manager

• May 2001 - Jun 2013

Key Accomplishments – Financial Planning and Analysis Manager, Georgia Lottery• Drove profits from $846M in FY 2011 to $927M in FY 2013 by designing multiple Executive Dashboards that displayed key performance metrics with Excel Analysis Cubes published on the company’s SharePoint intranet site, giving executive management critical information to make timely business decisions.• Created pioneering concepts as the first lottery to launch a fully-functional debit card and developed accounting structure and financial operational procedures for the iHope Player Card. Successful implementation of this program has contributed to increases in KENO! sales and profits, and other lotteries have followed the pioneering model we developed.• Improved corporate productivity during the budgeting cycle by implementing Microsoft Forecaster, which streamled the budget process from a manual-intensive Excel spreadsheet-based budgeting system. This successful project led to more accuracy and a shorter budget preparation cycle, and saved over a hundred labor hours and eliminated errors.• 10 years of clean annual financial statement audits, and no internal audit findings. Strong knowledge of GAAP and internal controls required by the Sarbanes-Oxley Act of 2002 (SOX).Managed Budgeting, Treasury Management, Corporate Cash Management, Sales and P&L Forecasting, and System Administration of Micrsoft Dynamics Great Plains Financial System. Managed the annual financial statement audit from the corporate side, serving as the primary contact for the external auditors, as well as managing the preparation of the annual financial statements, notes to the financial statements, and Management Discussion and Analysis section. Show less

Senior Internal Auditor

• Jan 1999 - May 2001

Audited all operational units of the Georgia Lottery Corporation with an emphasis on partnering with management to ensure proper controls and operational efficiencies were in place to meet management's objectives.

Praise Team Member

• 2011 - 2012

Volunteer work for my church playing guitar, keyboards, drums, and singing vocals for the Praise Team most Sundays. Volunteer work for my church playing guitar, keyboards, drums, and singing vocals for the Praise Team most Sundays.

Director / Treasurer

• 2010 - 2012

Volunteer work for an equine rescue organization headed by a good friend and former neighbor of mine when I lived in North Carolina during my auditing days with Lowe's Home Centers. Volunteer work for an equine rescue organization headed by a good friend and former neighbor of mine when I lived in North Carolina during my auditing days with Lowe's Home Centers.

District Operations Specialist

• Apr 1997 - Jan 1999

Worked under the District Manager and helped staff and train the first wave of modern Lowe's stores built in the Metro Atlanta area. Worked with each store management team to maximize controls over cash and inventory, and prepared the store's staff for internal audits.

Senior Internal Auditor

• Feb 1991 - Apr 1997

Conducted full comprehensive 2-week audits of Lowe's Home Centers stores, as well as "mini-audits" that took approximately a day and a half. Partnered with Lowe's store management teams to identify areas to improve controls and prevent losses of inventory and cash.

Office / Credit Manager

• Jan 1990 - Jan 1991

In charge of administrative office and contractor credit accounts. Hired and trained staff, approved and collected contractor accounts, and maintained proper controls over all office functions including cash office and collection of returned items such as NSF checks and credit card chargebacks.