Experience

Portfolio Evaluations, Inc. (Now CAPTRUST)

• United States
• Financial Services
• 1 - 100 Employee

• Controller

  • Jul 2007 - Present

  Responsible for administration and maintenance of all corporate financial records including books of original entry, supporting schedules and subsidiary ledgers. Establishes and maintains all corporate policies related to accounting matters. Collects and analyzes corporate financial data to provide management with internal reports. Prepares annual budgeting in conjunction with management. Establishes a planning process to insure long term financial and business strategy. Reconciliation of corporate financials. Produces and maintains client related contracts. Provides special reporting and analysis of financial information to management. Serves as a liaison between internal accounting department and outside CPA firm.

• Director, Human Resources

  • Jul 2007 - Present

  Performs all aspects of human resources including but not limited to payroll, benefit administration, company procedures, and personnel issues. Complete administration of Company 401(k)/Profit Sharing Plan. Liaison between outside Payroll/Human Resource firm and management. Responsible for employee training with regard to motivational/employee interest topics, as well as specialty training.Administration of employee Performance Appraisal Process.



Fenton Construction Co., Inc.

• Controller

  • Mar 1989 - Jul 2007