Experience

Kaplan CFO Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Engagement Partner

  • Aug 2013 - Present

  Unique Professional Services Firm in Western North Carolina that provides CFO's services to companies that need financial leadership but are yet large enough to recruit a full time CFO. Our firm provides serves entrepreneurs in a wide range of industries and works with fast growing companies, turnaround situations, and companies contemplating a merger or acquisition. Unique Professional Services Firm in Western North Carolina that provides CFO's services to companies that need financial leadership but are yet large enough to recruit a full time CFO. Our firm provides serves entrepreneurs in a wide range of industries and works with fast growing companies, turnaround situations, and companies contemplating a merger or acquisition.



Taylor & Murphy Construction Co., Inc.

• Asheville, North Carolina Area

• Chief Financial Officer

  • Sep 1983 - Jun 2013

  During my tenure as Treasurer and Chief Financial Officer, revenues increased from $4.9 million to $88.0 million. As the company grew, I continually performed additional responsibilities and assumed multiple roles. The following is an overview of my primary responsibilities; however, I managed a variety of other miscellaneous projects and tasks in order to assist in the success of the company. Assisted in formulating the company’s future direction and strategic initiatives Developed financial strategies including organizational structure, wealth transfer and tax planning Managed all capital requests and budgeting processes Created performance measures to support the company’s strategic direction Managed all accounting and human resources personnel, as well as legal, tax and treasury issues Oversaw the issuance of financial information Approved all internal and external financial reporting Managed external audits and relationships with outside CPA firms Oversaw risk management initiative including company’s risk profile and insurance programs Monitored all open legal issues involving the company Designed, implemented and monitored financial controls and control systems Ensured compliance with all legal and regulatory requirements Monitored cash balances and cash forecasts Arranged for necessary debt and equity financing Developed and implemented asset management and investing strategies Served as a 401K trustee Maintained all banking and surety relations



Taylor & Murphy Construction

• Asheville, North Carolina Area

• Controller

  • 1983 - 1988

  As Controller, I was responsible for adapting and developing the existing finance and accounting organization and processes to meet growth needs of the company. This was the first time in the company's history that these responsibilities had been consolidated under the role of the Controller. These responsibilities included, but were not limited to: Implementing and monitoring best accounting policies and procedures Managing the operations of the accounting department Ensuring that accounts payable/receivable, payroll and debt payments were settled on time Performing periodic bank reconciliations Maintaining a system of controls over accounting transactions Issuing timely and complete financial statements Coordinating the preparation of the corporate annual report Recommending benchmarks to evaluate the performance of company operations Tracking and reporting budget deviations Developing a system of management cost reports Provide financial analyses for capital investments, pricing decisions and contract negotiations Monitoring debt levels and compliance with debt covenants



Buck Stove

• Asheville, North Carolina Area

• Accounting Manager

  • 1980 - 1983

  Responsibilities included preparing and reviewing individual, divisional and consolidated financial statements and analyzing financial results; conducting operations forecasting and analysis and coordinated the internal and external auditing. While at Buck Stove, I also designed and implemented the company's various cost accounting systems and was responsible for preparing payroll and governmental reports. Responsibilities included preparing and reviewing individual, divisional and consolidated financial statements and analyzing financial results; conducting operations forecasting and analysis and coordinated the internal and external auditing. While at Buck Stove, I also designed and implemented the company's various cost accounting systems and was responsible for preparing payroll and governmental reports.