Experience

• 

  Tulsa City-County Library

  • Chief Financial Officer

• 

  Tulsa City-County Library

  • United States
  • Libraries
  • 300 - 400 Employee

  • Chief Financial Officer

    • Feb 2023 - Present

    The Tulsa City-County Library system is a government entity under the Oklahoma Department of Libraries.

  • Controller

    • Aug 2019 - Feb 2023

• 

  12&12 Inc

  • Director of Finance

    • Jan 2016 - Aug 2019

    • Assess and evaluate financial performance of the organization with regard to long-term operational goals, budgets and forecasts. Communicate with and engage the leadership team, CEO, and Board of Directors in regard to these assessments.• Prepare and present monthly financial budgeting reports including monthly profit and loss by department, forecast vs. budget by department and cash flow by department.• Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software as well as review and ensure application of appropriate internal controls and financial procedures.• Oversee the preparation and communication of monthly and annual financial statements and work with auditors to help prepare annual tax documents.• Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies.• Serve as a key point of contact for external auditors; Manage preparation and support of all external audits.

  • Electronic Health Records Implementation Administrator

    • Jan 2015 - Jan 2016

    • Part of the initial implementation team and builder of the Electronic Medical Records (EMR) system needed for our facility.• Worked with the Directors and the software vendor to set up the system to accommodate all the different workflows associated with the different levels of care• Prepared all training materials and set up training courses for all employees of the facility.• Continued maintenance and upgrades associated with the system.

• 

  12 & 12 Inc

  • Tulsa, Oklahoma Area

  • Controller

    • Jan 2007 - Jan 2015
    • Tulsa, Oklahoma Area

    • Set-up the Mas90 accounting system: system was not being utilized correctly; reconciled all accounts; trained employees and Directors on proper use; helped set up chart of accounts• Established the filing system for the Accounting department• Managed all accounting functions: prepared bank reconciliations (multiple deposits per month); provided oversight to government, insurance, and client billing; prepared financial reporting of balance sheet, income statement, cash flow statement, and month-end close; 1099 reporting• Back-up for human resources as needed: payroll entry/time card maintenance; experience with garnishments• Managed all accounting functions in the absence of the Chief Financial Officer

• 

  Community Action Project

  • Tulsa, Oklahoma Area

  • Accounting Assistant

    • Sep 2006 - Jan 2007
    • Tulsa, Oklahoma Area

    • Performed basic accounting entries• Prepared Excel spreadsheets for management as requested• Reorganized the filing system for the Accounting department