Experience

Marine Corps Heritage Foundation

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Controller

  • Oct 2016 - Present

  As the Controller, Holly provides direct support to the President/CEO and COO, forecasts and manages daily cashflow requirements; prepares annual budgets and analyzes budget execution; leads the annual financial audit and Form 990 filing activities (preparing client assistance items and reviewing AFS and 990 drafts prior to completion); oversees all monthly AP processing, financial close entries, and bank/investment/GL account reconciliations; monitors programmatic support and restricted gift expenditures; prepares financial information for the Board Treasurer and bi-annual Board meetings; formalizes critical processes in departmental SOPs; and ensures continual compliance with all internal/external deadlines and filing requirements.Significant accomplishments in this role include the conversion of the financial ERP system from Microsoft Dynamics/Great Plains to Sage Intacct in Nov 2021 when transitioning IT to the cloud, and successful execution of construction contract responsibilities for Phase II expansion of the National Museum of the Marine Corps during 2015-2018. For the ERP conversion, Holly redesigned the G/L structure; developed all system modules (AP, AR, GL), created financial reports and journal entry templates; and implemented AssetEdge for fixed assets and CSI Payments for outsourced AP payment processing. For Phase II construction, Holly forecasted monthly cash flow needs and managed daily cash requirements; assisted the construction firm with all "owner purchase orders" for sales-tax exempt raw materials; and audited construction Pay Applications, contract modifications, and deductive change orders for raw materials. Show less

• Accounting Manager

  • Nov 2010 - Oct 2016

  When promoted to Accounting Manager, Holly hired a full-time Accounting Assistant and implemented stronger internal controls with a greater separation of duties among the Finance department staff. Holly performed higher level managerial functions and provided direct support to the VP for Finance & Admin, and later to the CFO (who was hired to help manage the cash donations and the contract to complete the construction of the National Museum of the Marine Corps). When construction commenced in 2015, Holly managed cashflow to support construction contract payments and materials purchasing requirements, and processed all "owner purchase order" invoices for sales-tax exempt raw materials. Show less

• Accountant

  • Sep 2007 - Nov 2010

  Upon her hire as the Accountant, Holly internalized all accounting functions previously performed by an external CPA consultant and was tasked to bring a higher level of accountability to the cash management of funds raised for the completion of the National Museum of the Marine Corps. Holly provided direct support to the Vice President for Finance & Administration and was initially asked to implement organizational internal controls, policies and procedures, and to transition the accounting function from Quick Books to a more robust ERP system. After selecting Microsoft Dynamics / Great Plains, Holly developed all needed ERP components (GL, AP, Fixed Assets, Budgets, and Financial Statement reporting) and successfully converted systems. Holly was solely responsible for all accounting functions (A/P, cash management, month end financial closing entries, bank and investment account reconciliations, fixed asset management, issuance of financial statements, and annual inventories of merchandise sold in the Museum Gift Shop) with oversight by the VP for Finance & Admin. Holly also assumed responsibility for the preparation of support needed for annual financial audits, the Form 990 tax filing, and the budgets for both business entities (Marine Corps Heritage Foundation and its subsidiary, Heritage Center, LLC). Holly also worked closely with and provided monthly financial reports to the Board Treasurer, as well as prepared and presented the Foundation's Financial Report and annual budgets in Board meetings. Show less



Lifepoint Church

• United States
• Religious Institutions
• 1 - 100 Employee

• Counting Team Coach (Volunteer)

  • May 2016 - Present

  As the Coach for Lifepoint Church's "Counting Team", Holly volunteers to lead and serve alongside the group responsible for weekly tithe and offering gift processing, deposit preparation, and data entry of all gifts into the church's donor database. In addition, Holly is responsible for team training, scheduling, and management (including maintenance of team background checks and verification of team members' regular financial support of the church). In this role, Holly developed a training program and user guide for Lifepoint's Stafford campus, which has since been shared organization-wide to all of Lifepoint Church's locations. Holly is also responsible for ensuring the annual year-end Kingdom Builder special offering is conducted and verified efficiently and accurately under dual control. Show less



Church on the Rock

• Canada
• Religious Institutions
• 1 - 100 Employee

• Co-Leader of Praise and Worship Team (Volunteer)

  • Mar 2004 - Feb 2016

  In this volunteer role, Holly started and established a live praise and worship music team for a local church (growing it from a group of 3 to a team of up to 15 members), determined song selections for weekly services, trained team members in various vocal and music parts, and led or co-led the praise team musicians and singers during all church services and holiday programs. In this volunteer role, Holly started and established a live praise and worship music team for a local church (growing it from a group of 3 to a team of up to 15 members), determined song selections for weekly services, trained team members in various vocal and music parts, and led or co-led the praise team musicians and singers during all church services and holiday programs.



Dominion Dental USA, Inc.

• United States
• Medical Practices

• Accounting Manager

  • Jun 2003 - Sep 2007

  As the Accounting Manager, Holly supervised a two assistants and was responsible for the performance of all accounting department functions. In this expanded role, Holly reviewed bi-weekly payroll processing, prepared support for insurance industry statutory filings, became the liaison with external auditors and tax preparers, and helped develop and implement a new ASO/TPA line of business. Notable accomplishments: Holly developed financial reporting by departments; redesigned cash handling and 1099 procedures resulting in significant error reduction; and expanded emergency claim processing procedures which eliminated previously occurring fraudulent payments. Show less

• Accountant

  • Jul 2000 - May 2003

  As the Accountant, Holly provided support to the Finance Department Manager and assumed responsibility for all A/P processing, month end financial closing entries, bank reconciliations, and the issuance of financial statements. Holly also prepared supporting work papers for the annual financial audit and all tax filings and successfully negotiated a significant reduction of IRS fines relating to a sales tax audit on invoices processed prior to Holly's hire.



Army Times Publishing Co

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• Accounts Receivable Manager

  • Jul 1998 - Jul 2000

  In this role, Holly developed and implemented company-wide credit and collection policies for those advertising in any of the company's seven weekly publications (Army Times, Navy Times, Air Force Times, Marine Corps Times, Federal Times, Defense News, and Space News), and handled all billing, collection and payment processing for paid advertising and subscribers.

• Credit Collections Specialist

  • Mar 1998 - Jun 1998

  During this temporary assignment, Holly actively pursued the collection of past due advertising accounts, researched and resolved billing discrepancies, and maintained client account records.



Close Up Foundation

• United States
• Civic and Social Organizations
• 100 - 200 Employee

• Accounts Receivable Supervisor

  • May 1996 - Mar 1998

  As the Accounts Receivable Manager, Holly conducted all billing, payment collection and processing, receivables account reconciliation, and management/scheduling of hotel bursars for all of Close Up Foundation's educational programs for middle and high school students, American Samoans, and older Americans.

• Fellowship Coordinator

  • Dec 1994 - Apr 1996

  In this role, Holly solely administered a fellowship program established by the late U.S. Senator, Allen J. Ellender, which provides financial assistance to economically disadvantaged older citizens, recent immigrants, and secondary school students, teachers, and administrators; allowing approved applicants to participate in the Close Up Foundation's week-long civics education programs in Washington, D.C.



Independent Bank

• United States
• Banking
• 700 & Above Employee

• Assistant Internal Auditor

  • Jun 1993 - Dec 1994

  In this role, Holly provided direct support to the bank's internal auditor and conducted a number of internal audit procedures including surprise teller line and branch vault cash counts, verification and testing of proof department items, audits of traveler's checks and checking account starter kits, review of loans for policy compliance or default, and inventory validation of items held as loan collateral. In addition, Holly performed a daily reconciliation of the bank's transactions through the Federal Reserve account, as well as monthly reconciliation of other bank-owned cash accounts. Show less

• Customer Service Specialist

  • Jan 1989 - May 1993

  In this role, Holly advised bank clients on all account offerings (demand deposit accounts, certificates of deposit, IRAs, loans, etc.); assisted with account changes (opened and closed accounts, updated signature cards and bank resolutions, etc.); created and maintained records in the bank's account holder database; processed daily "night-drop" deposits; and provided teller line and drive-through assistance to customers with account deposits, withdrawals, check cashing, business cash change orders, and purchases of cashier's, certified, and traveler's checks. Show less