Experience

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  self employed consultant

  • Financial Analyst

    • Jun 2016 - Present

    Develop, create and maintain reports for clients. Extracts and analyzes sales and financial data to define relevant information; interprets data for the purpose of determining past financial performance and/or to project financial probability. Uses various software applications, such as SAP, spreadsheets, presentations, relational databases, statistical packages, and graphics packages to assemble, manipulate and/or format data and/or reports.

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  Breakthru Beverage Group (formerly Reliable Churchill)

  • Financial Analyst

    • Mar 2007 - Jun 2016

    12 years of progressive accounting and financial analytical experience that improves processes, extracts and analyzes sales and financial data to define relevant information; interprets data for the purpose of determining past financial performance and/or to project financial probability. Uses various software applications, such as SAP, spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and/or format data and/or reports.

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  Thomas, Judy & Tucker, P.A.

  • Staff Accountant

    • Dec 2005 - Mar 2007

    12/06 - Through tax season prior to moving to Maryland. Duties as described below for this

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  Snipes Insurance Service, Inc

  • Assistant Business Manager/Office Manager

    • Jul 2006 - Dec 2006

    Supervise daily operation of Financial and Administrative functions for 30 employees Plan travel arrangements for Sales Team and serve as point of contact and liaison to travel agency, hotels, and car rental facilitiesPrepare and analyze monthly financial statements, cash flow projections, including company outsourcing analysis; report monthly operating results to Company PresidentHuman Resource management including payroll administration, 401k Plan Administration, and benefit administrationPrepare monthly/quarterly/annual State and Federal employment (940, 941) tax returns, annual W-2's, and all sales & use tax returnsServe as point of contact and liaison to insurance providers, corporate tax preparers, corporate legal representatives, and banking representatives

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  Health/ Property & Liability

  • Insurance Agent/ CSR/ Office Manager

    • Jan 2005 - Jul 2006

    Supervise daily operation of Administrative functions for 15 employee Insurance AgencyDirectly supervise 3 employee Administrative staffService Account Representative for Commercial Property and Liability, WC, and Bonds CSR duties of all Habitational clients (mostly apartment complexes Over $500,000 in premium), (Renewals, New Business, Quoting, Client presentations)Responsible for all Group Life & Health clients- CSR duties (Renewals, New Business, Employee census, Quoting, Client presentations, Website updates, Enrollments)

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  McConnell Golf

  • Administrator Coordinator, Event Planning

    • 2006 - 2006

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  Residentail Management Services

  • Business Manager

    • 2006 - 2006

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  Raleigh Country Club, LLC

  • Event Coordinator/ Office Administrator

    • Feb 2004 - Nov 2004

    Responsible for selling, planning and overseeing all Club events, including Profit and Non-Profit for NC SPCA and American Red Cross GalasSupervise daily operation of Administrative functions, including assisting Club Controller and General ManagerGrew Club membership through marketing efforts

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  Thomas Judy & Tucker PAs

  • Staff Accountant

    • Apr 2002 - Feb 2004

    Responsible for planning and coordinating accounting services for small to mid-level clientsSpecial projects as needed, create manuals for staff on software/proceduresResponsible for accounts payable, accounts receivable, payroll, monthly financial statement preparation, including preparation of month-end closing journal entries Human Resource management including payroll administration, 401k Plan Administration, and benefit administrationPrepare monthly/quarterly/annual State and Federal employment (940, 941) tax returns, annual W-2's, and all sales & use tax returnsPrepare monthly budget analysis and review with Account Managers and department managers and clients