Experience

Acucote, part Fedrigoni Self-Adhesives

• United States
• Paper and Forest Product Manufacturing
• 1 - 100 Employee

• Plant Controller

  • Jul 2022 - Present

  United States Controller ● Work directly with the US Controller to complete daily accounting functions according to GAAP at a Paper Coating Factory owned by Private Equity that closed 2022 at $99,000,000. ● Post necessary Journal Entries ● Close the books on a 5-day month end schedule provided by Fedrigoni FSA ● Presented the Month End Profit and Loss Deck prepared by the FP&A team in the monthly Business Review ● Assure that necessary reports are shared with the… Show more Controller ● Work directly with the US Controller to complete daily accounting functions according to GAAP at a Paper Coating Factory owned by Private Equity that closed 2022 at $99,000,000. ● Post necessary Journal Entries ● Close the books on a 5-day month end schedule provided by Fedrigoni FSA ● Presented the Month End Profit and Loss Deck prepared by the FP&A team in the monthly Business Review ● Assure that necessary reports are shared with the corporate office and the executive team. ● Manage the business taxes by providing outside CPA firm information necessary to calculate quarterly estimates and paying the taxing entity directly. ● Meet with the Executive team on a weekly basis. ● Review transactions and post to the GL ● Manage the accounting team through the Assistant Controller ● Provide back-up for the accounting team in areas that need assistance. ● Set internal controls for the accounting team to follow. Show less



ABCO Automation, Inc.

• United States
• Automation Machinery Manufacturing
• 1 - 100 Employee

• Finance Accounting Specialist

  • Nov 2018 - Jul 2022

  Brown Summit, NC Manufacturing Cost Accounting analyze projected earned revenue versus invoiced revenue to alert Project Management of any amounts behind in billings to assure cash flow is consistent to satisfy the needs of ongoing business. Work directly with the CFO of the company to complete daily Accounting functions according to GAAP Make necessary Journal Entries to assure accounts are in balance Payroll, and payroll JE Preform the daily closing of the books by posting job… Show more Manufacturing Cost Accounting analyze projected earned revenue versus invoiced revenue to alert Project Management of any amounts behind in billings to assure cash flow is consistent to satisfy the needs of ongoing business. Work directly with the CFO of the company to complete daily Accounting functions according to GAAP Make necessary Journal Entries to assure accounts are in balance Payroll, and payroll JE Preform the daily closing of the books by posting job cost to projects as well as assist with month end closing and year end closing by closing out job cost to projects Daily and Monthly closing involves closing out accounts to WIP and closing out WIP to Earned Revenue Analyze billable hours verses paid hours to ensure management knows how they are spending labor dollars and how it effects the job cost / project cost Provide back up for the Accounting team in areas that need assistance Complete special projects for the CFO related to the Management Accounting and Cost Accounting needs of the company Work with the management team to complete yearly inventory Show less



Nu-Tec Systems

• Accounting Manager / Financial Controller

  • Feb 2017 - Jul 2022

  Mooresville, NC Manage the daily Financial and Accounting needs for 3 companies that combine have over $10,000,000.00 a year in revenue, according to GAPP Provide cash flow projections to the management team daily to ensure that the monthly liabilities of $200,000.00 to $500,000.00 a month where able to be sustained using incoming cash flow; I create the cash flow projection by using a Budget Schedule to show upcoming expenses for a rolling 12-month period. Report financials to the management… Show more Manage the daily Financial and Accounting needs for 3 companies that combine have over $10,000,000.00 a year in revenue, according to GAPP Provide cash flow projections to the management team daily to ensure that the monthly liabilities of $200,000.00 to $500,000.00 a month where able to be sustained using incoming cash flow; I create the cash flow projection by using a Budget Schedule to show upcoming expenses for a rolling 12-month period. Report financials to the management team in weekly meeting Work with a team of 3 office personnel to insure the accuracy of financial information and growth of the company all three companies, this year we are on track to bring the incoming revenue up by $1,500,000.00 Oversee AP of $4,000,000.00 plus a year and AR of $10,000,000.00 plus a year with a revolving AR of around $600,000.00 at any given time File Sales Tax Reports and pay all Sales Tax Communicate with our financial institution to assure all credit lines are open and all other financial needs are meet Preform month end closings and year end closing, to include closing journal entries Process Payroll for W2 and 1099 contractors in the amount of $150,000.00 a month, to include paying Federal, State income tax liabilities, as well as filing all income tax forms for Federal and State income taxes Process all 401K contributions and Insurance benefits weekly as part of my payroll duties Reconcile all Cash daily, Loans weekly and monthly, Prepaids monthly and Receivables, Payables and Credit Accounts on a n ongoing basis Work with CPA to assure proper filing of all income taxes are filed correctly for all 3 entities and the past trough real-estate holding company that owns the building Process all checks using ACB express deposit to assure all funds are deposited into the correct account in a timely fashion Show less



Grandbridge Real Estate Capital

• United States
• Capital Markets
• 100 - 200 Employee

• Investor Reporting Accounting Analyst

  • Jul 2016 - Feb 2017

  200 South College Street, Suite 2100 | Charlotte, North Carolina 28202 Analyzed multiple bank accounts daily to ensure proper processing and distributions of mortgage payments to multiple banks and insurances companies that held the notes, this involved $100,000,000.00’s in incoming payments weekly Perform Accounts Payable administration duties for commercial real estate loans, on behalf of the lender, with a focus on the administration of all cash and non-cash transaction processing, lender reporting and remitting associated with a commercial loan… Show more Analyzed multiple bank accounts daily to ensure proper processing and distributions of mortgage payments to multiple banks and insurances companies that held the notes, this involved $100,000,000.00’s in incoming payments weekly Perform Accounts Payable administration duties for commercial real estate loans, on behalf of the lender, with a focus on the administration of all cash and non-cash transaction processing, lender reporting and remitting associated with a commercial loan servicing portfolio. Perform system balancing, clearing cash exceptions and cash management functions daily and reported the account positions to management daily Reconcile all operational accounts daily and reported the outcome of the reconciliations to management daily Process cash and non-cash transactions in Enterprise Generate accurate and consistent work daily within a fast-paced deadline driven environment, all reports above had to be done by a daily deadline time given to me by management Maintain accurate records for all transaction to insure auditability

• Asset Analysts

  • Oct 2015 - Jul 2016

  200 South College St Produce analyses of operating statements and related financial statements of commercial income producing properties and sponsors using Enterprise and Excel, identify and research variances, normalize and otherwise adjusting the statements, per lender requirements. Review and record rent rolls and lease summaries of referenced properties to identify potential loss of revenue due to upcoming lease expirations or other occupancy issues. Use Excel Macros to assist in the transfer of… Show more Produce analyses of operating statements and related financial statements of commercial income producing properties and sponsors using Enterprise and Excel, identify and research variances, normalize and otherwise adjusting the statements, per lender requirements. Review and record rent rolls and lease summaries of referenced properties to identify potential loss of revenue due to upcoming lease expirations or other occupancy issues. Use Excel Macros to assist in the transfer of data to and from Enterprise, as well as lender websites Effectively communicate variances, operating issues, potential lease rollover and other negative property performance issues to Asset Management for further review and research. Assist in the accurate and timely maintenance of the loan servicing system database in Enterprise regarding collateral-and borrower-related records, or other relevant records.



Charlotte Van & Storage Co., Inc.

• United States
• Truck Transportation
• 1 - 100 Employee

• Accountant Finance Manager

  • May 2014 - Oct 2015

  Charlotte, North Carolina Area Utilized Quick Books, Microsoft Excel and Mr. Mover Software to manage all daily accounting functions and managed the financial needs of a $3,500,000.00, according to GAPP Managed a team of 2 people to insure the accuracy of the accounting information and assist as needed Processed accounting on a Job-Based Cost System for jobs ranging in value of $500.00 to $100,000.00 Process Accounts Payable checks using a 3-way matching system to ensure that there was a PO and Item… Show more Utilized Quick Books, Microsoft Excel and Mr. Mover Software to manage all daily accounting functions and managed the financial needs of a $3,500,000.00, according to GAPP Managed a team of 2 people to insure the accuracy of the accounting information and assist as needed Processed accounting on a Job-Based Cost System for jobs ranging in value of $500.00 to $100,000.00 Process Accounts Payable checks using a 3-way matching system to ensure that there was a PO and Item Receipts for purchases Processed Payroll electronically using “iSolve Human Capital Management” Software Reconcile all Cash, Loan, Prepaid, Receivable, Payable and Credit Accounts for month end and year end closings Made all closing Entries Monthly and Yearly Worked with Accounts Receivables to insure accuracy of billing as well as reviewing aging summary to insure timely payments / collections Produced and analyzed financial statements for weekly meetings Helped management and sales staff analyze job profitability, by implementing the use of Mr. Mover Software’s cost accounting processes Assisted the team as needed in other business operations Attended Mastering Quick Books training a Real World Training Program for 14 CPE credits Show less



Rush Truck Centers - Charlotte International

• Sales Representative

  • May 2013 - May 2014

  3510 Jeff Adams Drive Obtained financial information needed to help secure financing for the purchase order Provided customers with cost analysis of new and used vehicles to provide supporting documentation for the purchase of the vehicles Developed and maintained a book of business using Microsoft Dynamics program Gained customers sales commitment for 35 commercial vehicles by understanding customer’s needs and expectations and providing Ensured an ongoing relationship with customers… Show more Obtained financial information needed to help secure financing for the purchase order Provided customers with cost analysis of new and used vehicles to provide supporting documentation for the purchase of the vehicles Developed and maintained a book of business using Microsoft Dynamics program Gained customers sales commitment for 35 commercial vehicles by understanding customer’s needs and expectations and providing Ensured an ongoing relationship with customers by maintaining a constant line of communication before, during and after the sale. Gained customers sales commitment for 35 commercial vehicles by understanding customer’s needs and expectations Show less



Botanical Conceptions Landscaping

• Accountant

  • Mar 2002 - Dec 2013

  Accounting Utilized QuickBooks and Microsoft Excel to manage all daily accounting functions and HR functions Reconcile all Cash, Loans, Prepaid, and Credit Accounts Processed payroll and payroll taxes Accounts Payable and Accounts Receivable Prepare depreciation schedule for equipment with CPA Managed all day-to-day operations Maintained daily Accounting functions via QuickBooks using a Job-Based Cost System for job ranging in value up to $35,000.00… Show more Accounting Utilized QuickBooks and Microsoft Excel to manage all daily accounting functions and HR functions Reconcile all Cash, Loans, Prepaid, and Credit Accounts Processed payroll and payroll taxes Accounts Payable and Accounts Receivable Prepare depreciation schedule for equipment with CPA Managed all day-to-day operations Maintained daily Accounting functions via QuickBooks using a Job-Based Cost System for job ranging in value up to $35,000.00 according to GAPP Manage Gross Profit Margins of jobs and recorded cost correctly by job Built customer pipeline through advertising, sales, and lead generation; Prepare contracts that outline the scope of work Organized team for daily operations Hired and developed employees Maintained customers by following through on all contracts Operated a variety of equipment to include: zero turn commercial mowers, skid steers, Mini Backhoes, string trimmers, chainsaws, etc. Show less



Lake Norman Pool and Spa

• Sales Team Leader

  • Apr 2010 - Jul 2011

  • Maintained the day-to-day operations of the retail store while overseeing other salespeople / customer service representatives. • Operated a Forklift to receive inventory into the warehouse • Maintained CRM database through Counterpoint software • Promoted from seasonal sales rep after one season



Leslie's Pools

• Seasonal Sales Associate

  • Mar 2009 - Oct 2009

  Conducted sales for both personal and business accounts based on water test results or parts needs Maintained a team work environment Preformed weekly inventory updates