Experience

Quantum Materials, LLC

• United States
• Textile Manufacturing
• 1 - 100 Employee

• Controller

  • Jun 2022 - Present

  Colfax, North Carolina, United States



Natuzzi Americas, Inc.

• United States
• Furniture
• 1 - 100 Employee

• Controller

  • 2020 - 2022

  High Point, North Carolina, United States



Champion Industries - Ali Group

• Assistant Controller

  • 2017 - 2020

  Greensboro/Winston-Salem, North Carolina Area



Bell Partners Inc

• United States
• Real Estate
• 700 & Above Employee

• Senior Financial Analyst

  • 2017 - 2017

  Greensboro/Winston-Salem, North Carolina Area • Developed renovation cost process to identify, classify and track data conflicts between applications resulting in a refocus from identifying to resolving issues • Designed review program for client progress billings and compose related work instructions • Documented existing processes with a focus on streamlining and simplifying

• Manager Portfolio Accounting

  • 2016 - 2017

  Greensboro/Winston-Salem, North Carolina Area • Managed high net worth investor reporting, including capital balances, capital activity, quarterly and annual performance metrics and budget projections • Prepared quarterly distribution analyses and proposals to Senior Management, with a focus on adequate cash planning and maximizing returns • Supervised and reviewed investor communications (memos and statements)



Accounting Principals (Under Contract)

• Finance Manager/Assistant Controller

  • 2016 - 2016

  Greensboro/Winston-Salem, North Carolina Area • Forecasted cash flow and maintained desired balance of cash on hand • Reduced balance of invoices over 30 days past due by 42% • Ensured accounting and reporting requirements were met for executive management



Krispy Kreme

• Food and Beverage Services
• 700 & Above Employee

• Manager - Financial Reporting

  • 2015 - 2016

  Greensboro/Winston-Salem, North Carolina Area • Developed equipment inventory reserve methodology and prepared related accounting position paper • Prepared financial information for quarterly and annual SEC filings • Created process to identify budget reporting errors which saved 4 hours/week • Prepared health care plan financials

• Oracle Shared Services Subject Matter Expert

  • 2013 - 2015

  Greensboro/Winston-Salem, North Carolina Area • Reviewed technical design documents for accuracy and completeness • Reduced unrecorded liabilities by designing invoice approval workflow process that incorporates image capture and an escalation process for timely approval • Developed scenarios and performed testing to verify design requirements were met • Maintained a holistic perspective to assure the product met both business and technical requirements • Oversaw development of training manual and on-site training agenda

• Manager of Accounts Payable and Franchise Receivables

  • 2009 - 2013

  Greensboro/Winston-Salem, North Carolina Area • Decreased staff absenteeism by 92% while remediating SOX weaknesses and strengthening controls • Streamlined invoice submission process eliminating 3 week backlog • Decreased headcount by 11% through improving processes and eliminating nonessential tasks • Implemented Wells Fargo Purchasing card (Pcard) program and oversaw training of employees • Streamlined sales tax accruals by creating a vendor database that maintains information not in existing accounting software •… Show more • Decreased staff absenteeism by 92% while remediating SOX weaknesses and strengthening controls • Streamlined invoice submission process eliminating 3 week backlog • Decreased headcount by 11% through improving processes and eliminating nonessential tasks • Implemented Wells Fargo Purchasing card (Pcard) program and oversaw training of employees • Streamlined sales tax accruals by creating a vendor database that maintains information not in existing accounting software • Adopted risk-based Pcard auditing and implemented Control Self Assessment (CSA) program to identify non-compliant transactions and behavior • Eliminated 20 staff hours/week by routing petty cash transactions through expense reporting system • Collaborated with senior management to update the Employee Expense Reimbursement Policy which improved compliance and reduced administration • Founded and facilitated Triad Accounts Payable Professionals, a new local professional organization focused on sharing best practices among AP managers and decision makers

• Franchise Accounting Manager

  • 2008 - 2009

  Greensboro/Winston-Salem, North Carolina Area • Re-engineered the process for maintaining development and franchise fee data • Developed a database of commonly used company information and collaborated with other departments to ensure current and accurate information was maintained

• Senior Accountant

  • 2006 - 2008

  Greensboro/Winston-Salem, North Carolina Area • Manage database of professional fee invoices and legal firms ensuring we pay the proper amount and receive the maximum reimbursement from the insurer • Discovered how to query Macola through Microsoft Access resulting in the ability to report on multiple companies simultaneously • Prepare weekly cash flow report and distribute to management • Created report for internal audit that saves 3 ½ hours a week in completing the Weekly Route Cash Reconciliation • Streamlined the Straight… Show more • Manage database of professional fee invoices and legal firms ensuring we pay the proper amount and receive the maximum reimbursement from the insurer • Discovered how to query Macola through Microsoft Access resulting in the ability to report on multiple companies simultaneously • Prepare weekly cash flow report and distribute to management • Created report for internal audit that saves 3 ½ hours a week in completing the Weekly Route Cash Reconciliation • Streamlined the Straight Line Rent analysis and Rent Payment spreadsheet resulting in less complexity and errors • Consolidated Monthly Store Count report with similar reports from Internal Audit and Development resulting in a list with all three departments' data • Develop GL report that includes a field displaying the date of entry



All Kinds of Minds

• Education Administration Programs
• 1 - 100 Employee

• Accounting Manager

  • 2004 - 2006

  Chapel Hill, NC • Performed cash management and cash flow projections for senior management ensuring adequate reserves on hand • Streamlined month end process resulting in 15% time savings • Managed financial, sales tax, workers compensation and grant audits • Created travel and expense policy ensuring savings and consistency throughout the company • Developed AP schedule assuring bills were prioritized and paid when promised resulting in improved vendor and employee relationships • Assisted in… Show more • Performed cash management and cash flow projections for senior management ensuring adequate reserves on hand • Streamlined month end process resulting in 15% time savings • Managed financial, sales tax, workers compensation and grant audits • Created travel and expense policy ensuring savings and consistency throughout the company • Developed AP schedule assuring bills were prioritized and paid when promised resulting in improved vendor and employee relationships • Assisted in transformation from vacation to PTO calculation resulting in streamlined and consistent policy • Designed and implemented budget template increasing consistency of accounts used and efficiency of compiling information • Oversaw fixed asset inventory ensuring all items were accounted for • Reviewed electronic requisitioning process and made changes to increase user friendliness • Reconciled contribution revenue to ensure all donors were recognized • Created and distributed weekly invoice report to managers reducing inquiries to AP by 65% Show less



Kao Specialties Americas LLC

• Manager of Financial Reporting and Analysis

  • 2000 - 2004

  High Point, NC • Consolidated monthly financial statements for four companies and prepared reports for international parent • Prepared margin, inventory, budget and financial analysis and made recommendations to management based on findings • Oversaw preparation of income tax, franchise tax, GST and VAT returns ensuring accuracy and timely filings • Administered cost reduction program with two other managers reducing expenses by $2 million in 2002 • Prepared insurance renewals and managed… Show more • Consolidated monthly financial statements for four companies and prepared reports for international parent • Prepared margin, inventory, budget and financial analysis and made recommendations to management based on findings • Oversaw preparation of income tax, franchise tax, GST and VAT returns ensuring accuracy and timely filings • Administered cost reduction program with two other managers reducing expenses by $2 million in 2002 • Prepared insurance renewals and managed outstanding claims • Reviewed product costing schedules and recommended standard adjustments resulting in a more accurate inventory value • Acted as liaison to external auditors, providing timely data and reports as requested • Participated in accounting for sale of business segment Show less



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Associate

  • 1998 - 2000

  High Point, NC • Trained and supervised audit staff and reviewed their work • Performed audits in the role of in-charge for multiple clients simultaneously • Streamlined process for over thirty benefit plan audits resulting in 20% time savings • Reviewed prior year audit work papers with manager and reduced audit time by 25% using more efficient techniques • Reviewed and documented system of internal controls for public and private companies increasing audit team's understanding of client •… Show more • Trained and supervised audit staff and reviewed their work • Performed audits in the role of in-charge for multiple clients simultaneously • Streamlined process for over thirty benefit plan audits resulting in 20% time savings • Reviewed prior year audit work papers with manager and reduced audit time by 25% using more efficient techniques • Reviewed and documented system of internal controls for public and private companies increasing audit team's understanding of client • Researched prior year financial information to create budgets and forecasts Show less



Bernard Robinson & Company

• United States
• Accounting
• 100 - 200 Employee

• Accountant

  • 1996 - 1998

  Greensboro/Winston-Salem, North Carolina Area • Performed compilations, reviews and audits of financial statements for corporate, non-profit and individual entities • Prepared tax returns for individuals, partnerships, S and C corporations • Prepared informational returns for non-profit entities • Interacted with client management and personnel while conducting tax and financial engagements