Experience

• 

  Community First Solutions

  • Accounting Manager

    • Jul 2019 - Present

    After a merger of LifeSpan to the Community First Family, I will continue to manage the LifeSpan financials and support other business units of the Community First Solutions family. Pleased to expand my accounting knowledge and continue to allow program staff to help our community.

• 

  LifeSpan, Inc.

  • Finance Director

    • Nov 2009 - Jun 2019

    •Supervision and daily operations of the Finance staff•Fiscal Grant Management Responsible for ensuring that program/funds revenues and expenses are appropriately segregated and accounted for on the books •Compile the financial statements, supporting schedules, financial statement notes and audit documents for the annual audit

• 

  Northern Kentucky Community Action Commission

  • Finance Director

    • Apr 2004 - Jun 2009

    •Supervision and daily operations of the Finance staff •Fiscal Grant Management Responsible for ensuring that program/funds revenues are appropriately drawn and invoiced and segregated and accounted for on the books (approximately 30 different grant/funds)•Compile the financial statements, supporting schedules, financial statement notes and audit documents for the annual audit in accordance with U.S. Office of Management and Budget A-133 regulations•Prepare non-profit annual tax return: IRS-990•Prepare annual Indirect Cost Rate plan for Federal cognizant agency•Oversee the Information Technology staff and assist with issues pertaining to the Agency servers, phone systems and other technology related systems (including hardware and software)•Developed an Access databases to ensure that Human Service vouchers (payments made on behalf of clients) are properly paid and avoid duplicate payments. Voucher database extracted from a separate State of KY program and imported into the Access databases used by the Finance Office.

• 

  Foxx & Company CPAs

  • Accounting Manager

    • 2002 - 2004

    •Responsible for all aspects of audit including supervision of senior auditors, budget control, and report writing•Bid and proposal preparation, including attending pre-bid meetings and preparing technical and cost proposals•Annual financial statement audits include several cities, public entities, and non-profit organizations. Procedures include auditing statement balances, notes, and supplementary information. Procedures also include internal control reviews; testing for compliance with the Ohio Revised Code; and Federal Single Audits (testing for general Federal compliance and specific Federal programs). Audits include: City of Fairfield, City of Springboro, City of Dayton, City of Loveland; Ohio-Kentucky-Indiana Regional Council of Governments; Southwest Regional Transit Authority (Cincinnati Metro bus); Cincinnati-Hamilton County Community Action Agency; Kroger Retirement Plans•Special program/grantee audits for organizations including the Federal Emergency Management Agency (FEMA), the Nuclear Regulatory Commission, the U.S. Department of Justice-Federal Bureau of Prisons, the U.S. Environmental Protection Agency, and the National Science Foundation.

• 

  City of Fairfield, OH

  • Accoutning Supervisor

    • 1997 - 2002

    •Oversee daily operations of the accounting division•Supervise and assist accounting staff responsible for purchasing, accounts payable and finance operations•Coordinate and ensure competitive bid procedures were completed in accordance with State of Ohio public law•Develop purchasing (purchase order)/accounts payable tracking system using Microsoft Access•Assist with the annual financial statement (comprehensive annual financial report) compilation and audit

• 

  Foxx & Co, CPAs

  • Audit Senior / Staff Auditor

    • Mar 1992 - Mar 1997

    •Annual financial statement audits include several cities, public entities, and non-profit organizations. Procedures include auditing statement balances, notes, and supplementary information. Procedures also include internal control reviews; testing for compliance with the Ohio Revised Code; and Federal Single Audits (testing for general Federal compliance and specific Federal programs). Audits include: City of Fairfield, City of Springboro, City of Dayton, City of Loveland; Ohio-Kentucky-Indiana Regional Council of Governments; Southwest Regional Transit Authority (Cincinnati Metro bus); Cincinnati-Hamilton County Community Action Agency; Kroger Retirement Plans•Special program/grantee audits for organizations including the Federal Emergency Management Agency (FEMA), the Nuclear Regulatory Commission, the U.S. Department of Justice-Federal Bureau of Prisons, the U.S. Environmental Protection Agency, and the National Science Foundation.