Experience

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  Point Broadband

  • Auburn, Alabama, United States

  • Accounting Manager

    • Sep 2023 - Present
    • Auburn, Alabama, United States

    Accounting Manager working extensively with month end journal entries for; CAPEX, capital clearing, revenue recognition and cash management. Company administrator directing legacy system integration into NetSuite ERP. Providing month end closing reporting for companywide group of subsidiaries across multiple states.

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  Rising Tide Management

  • Mountain Brook, AL

  • Controller

    • Jul 2018 - Sep 2023
    • Mountain Brook, AL

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  Decas Group

  • Birmingham, Alabama Area

  • Business Controller

    • Jul 2014 - Jul 2018
    • Birmingham, Alabama Area

    Controller of financial processes, managing accounting staff that oversees the accounts receivable, accounts payable, and distribution of funds to investors and owners. Providing financial statement preparation and analysis with business owners on a periodic basis.

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  Bravo Foods

  • Birmingham, Alabama Area

  • Assistant Controller

    • Jan 2014 - Jul 2014
    • Birmingham, Alabama Area

    Assitant controller for franchisee owning 50+ quick serve restaurants locations across the southeastern United States with annual revenue over $50 million dollars. Oversaw two assistants with the daily reconciling of revenues and expenses of each location in reporting net financials to President, regional and store managers on a weekly basis.

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  Yellow Bicycle Catering

  • Birmingham, AL

  • Assistant Controller

    • Aug 2013 - Jan 2014
    • Birmingham, AL

    Assitant controller for restaurant and catering company overseeing daily financial operations. In charge of accounts receivable, account payable and payroll.

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  Beverly Bremer Silver, Inc.

  • CFO

    • Jul 2005 - Feb 2013

    Reporting directly to president on daily financial operations for $5 million retail sales operation.Responsibilities include:Accounts payable: Manage cash over-the-counter purchases; disperse checks to all vendors; complete wire transfers (domestic and international). Accounts receivable: Prepare monthly statements for customers; prepare daily depositsPayroll: Review timesheets for 15 employees; oversee tax preparation and final reconciliation with payroll processorCash flow management: Reconcile daily sales activity; maintain monthly cash inflows and outflows in excess of $500,000; manage monthly profit and loss reconciliation; handle petty cash account of over $100,000; responsible for large safe and combination to safe; oversee corporate expense accountReports: Prepare and analyze monthly financial reports; year-end closeout; prepare all documentation for monthly and annual accounting audit for accounting firm Budgeting: Maintain annual $4 million budget and cash flow operations; oversee budgets and expenditures with vendorsInvestment Management: review and monitor $1 million company retirement account file with brokerage firm; coordinate Internal Revenue Service dispersal of retirement funds to past employees Human Resources: Human resources representative for 15 employees with regard to health care and medical insurance providersRetail sales: Support 6 person sales staff in daily sales; organize daily marketing mailings in e-mail and mass marketing; manage database of 60,000 customers worldwideFacility management: Oversee property and liability insurance needs for retail space and a $3 million inventoryCustomer service: Manage shipping; coordinate shipments (up to 200 packages a day) with UPS

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  JQUAD Construction, LP

  • Financial Manager

    • Feb 2004 - Jul 2005

    Report directly to president on financial operations for $4 million construction and property management operation.Responsibilities included: Accounts payable/Accounts receivable: Reconcile monthly accountsPayroll: Prepare payments for employees as well as sub-contractorsProject management: Coordinate build inventory for retail sale; 80-lot subdivision sold out in 14 monthsBudgeting: Maintain annual budget and cash flow operations; oversee budgets and expenditures with vendorsTax preparation: Manage monthly profit and loss reconciliationOffice management and human resources: Human resources representative for employees with regard to health care/life insurance providers; manage company retirement account with brokerage firmFacility management: Oversee property and liability insurance needs

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  Edwards Jones Investments

  • Manager of branch office operations

    • Jan 2003 - Feb 2004

    Responsibilities included: Client portfolios: Create and maintain client portfolios that included stocks, bonds, and mutual funds Client education: Provide clients with information on retirement planning or other investment solutions to meet individual needs; teach seminars on different types of investments for current and potential clientsFund management: Transfer funds and handle customer deposits; analyze portfolios to balance stocks, mutual funds and other investments to match clients' goalsRetirement planning: Prepare cash flow budgets and future generations' needs based on fixed and future incomes

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  Jones Building Supply

  • Office Manager and Bookkeeper

    • Sep 1994 - Jan 2003

    Direct report to president for financial operations for building supply businessResponsibilities included: Bookkeeping: Manage complete bookkeeping operations, including accounts receivable and accounts payable, payroll, and tax preparation Inventory control: Create 5,000 item computer inventory from paper inventory