Experience

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  Duke University Hospital

  • Durham, NC

  • Finance Manager

    • Dec 2021 - Dec 2023
    • Durham, NC

    Managed $75 million in coverage and medical director contracts.

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  Carolina Theatre of Durham

  • Durham, North Carolina, United States

  • Director of Finance

    • Jul 2016 - Feb 2021
    • Durham, North Carolina, United States

    Executed turnaround of this beloved performing arts center turning a 1.4 million deficit into a $1 million surplus in two years. Developed driver-driven profitability and forecast model, implemented improved accounting controls, designed new monthly reporting package and developed a seasonalized...

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  Bull Durham Consulting

  • Durham, NC

  • Owner and Principal Consultant

    • Sep 2013 - Jun 2016
    • Durham, NC

    Assisted small businesses and individuals achieve their full potential. Typical projects have included business plan development, process improvement, feasibility studies and financial reviews.

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  Duke University Health System

  • Durham, NC

  • Budget Manager, Financial Planning and Analysis

    • 2008 - 2013
    • Durham, NC

    Managed the annual operating budget process and five-year capital plan.Introduced project management techniques to reduce overtime and revisions.Closed over $100 million in tax-exempt loans to finance major equipment purchases.Upgraded staff, trained new team members, and implemented quality revi...

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  SunTrust Bank

  • Atlanta, GA

  • Senior Vice President and Strategic Financial Officer for Retail Banking

    • 2002 - 2007
    • Atlanta, GA

    Divisional Controller for SunTrust's largest line of business.Managed the division's annual financial plan and five-year strategic plan.Reported monthly financial results, diagnosed variances, and forecasted operating results.Developed and implemented a new deposit pricing strategy.2003 C...

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  LandAmerica OneStop (formerly Primis)

  • Alpharetta, GA

  • Director of National Service Office

    • 1999 - 2002
    • Alpharetta, GA

    Authored the business plan used to raise $25 million in funding.Managed the integration of 12 acquisitions in 16 months.Implemented a new quality program that increased quality by 20%.

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  Wachovia Bank (now Wells Fargo)

  • Winston-Salem, NC

  • SVP and Consumer Banking Division Controller

    • 1997 - 1999
    • Winston-Salem, NC

    Annual profit plan, monthly forecasting, month-end close and decision support.

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  Bank South Corporation (now Bank of America)

  • Atlanta, GA

  • Senior Vice President

    • 1983 - 1996
    • Atlanta, GA

    Variety of experiences in Financial Planning and Analysis, Consumer Banking, Process Improvement and Merger Integration. Progressive promotions as the bank grew from $1B in assets to $6B.Led a re-engineering team that identified over $13M in process improvements.Directed the integration of five ...

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  The MAC Group

  • Cambridge, MA

  • Associate Consultant

    • 1986 - 1989
    • Cambridge, MA

    Consulted on over 10 client engagements focused on strategy development, process improvement, and cost reduction.

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  PwC

  • Atlanta, GA

  • Senior Auditor

    • 1981 - 1983
    • Atlanta, GA

    Audits of commercial banks, thrifts, credit unions, construction companies, and manufacturers.