Experience

Carolina Trust Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• AVP/Controller

  • Dec 2016 - Present

  Responsible for all accounting functions within the credit union, including direct supervision of 3 associates. Coordinate and close monthly financials in Symitar to include BOD reports, quarterly NCUA call reports & FR2900 reports and ALCO meeting reports. Review monthly comparisons and explain deviations with the CFO. Oversee the daily accounting activities for VISA, ACH processing, Branch balancing, 1st Mortgages sub serviced, commercial participation loans, indirect auto leases and… Show more Responsible for all accounting functions within the credit union, including direct supervision of 3 associates. Coordinate and close monthly financials in Symitar to include BOD reports, quarterly NCUA call reports & FR2900 reports and ALCO meeting reports. Review monthly comparisons and explain deviations with the CFO. Oversee the daily accounting activities for VISA, ACH processing, Branch balancing, 1st Mortgages sub serviced, commercial participation loans, indirect auto leases and insurance products. Involved in the budget process for 8 AC/branches and roll-up consolidation. Select, develop, motivate and retain qualified staff using KPI’s to foster a teamwork environment. Act as the department liaison with internal and external contacts including NCUA and outside auditors. Show less Responsible for all accounting functions within the credit union, including direct supervision of 3 associates. Coordinate and close monthly financials in Symitar to include BOD reports, quarterly NCUA call reports & FR2900 reports and ALCO meeting reports. Review monthly comparisons and explain deviations with the CFO. Oversee the daily accounting activities for VISA, ACH processing, Branch balancing, 1st Mortgages sub serviced, commercial participation loans, indirect auto leases and… Show more Responsible for all accounting functions within the credit union, including direct supervision of 3 associates. Coordinate and close monthly financials in Symitar to include BOD reports, quarterly NCUA call reports & FR2900 reports and ALCO meeting reports. Review monthly comparisons and explain deviations with the CFO. Oversee the daily accounting activities for VISA, ACH processing, Branch balancing, 1st Mortgages sub serviced, commercial participation loans, indirect auto leases and insurance products. Involved in the budget process for 8 AC/branches and roll-up consolidation. Select, develop, motivate and retain qualified staff using KPI’s to foster a teamwork environment. Act as the department liaison with internal and external contacts including NCUA and outside auditors. Show less



Neptune Atlantic Boat Lifts

• Maritime Transportation

• Service Manager

  • Jul 2015 - Present

  Run the daily operations of the boat lift company including scheduling, maintenance/service crews and customer relations. Answer the phones to schedule and coordinate customer maintenance on their davits and boat lifts. Process PO's to outside vendors for daily purchasing of boat lifts and purchasing for the retail store. Maintain items list in Quick books in regards to item cost, retail pricing and update on a continuous basis. Oversee the A/R billing to customers and run the… Show more Run the daily operations of the boat lift company including scheduling, maintenance/service crews and customer relations. Answer the phones to schedule and coordinate customer maintenance on their davits and boat lifts. Process PO's to outside vendors for daily purchasing of boat lifts and purchasing for the retail store. Maintain items list in Quick books in regards to item cost, retail pricing and update on a continuous basis. Oversee the A/R billing to customers and run the retail operation of the company to improve customer satisfaction. Report to the owner on daily issues and concerns to search for the best possible solutions. Show less Run the daily operations of the boat lift company including scheduling, maintenance/service crews and customer relations. Answer the phones to schedule and coordinate customer maintenance on their davits and boat lifts. Process PO's to outside vendors for daily purchasing of boat lifts and purchasing for the retail store. Maintain items list in Quick books in regards to item cost, retail pricing and update on a continuous basis. Oversee the A/R billing to customers and run the… Show more Run the daily operations of the boat lift company including scheduling, maintenance/service crews and customer relations. Answer the phones to schedule and coordinate customer maintenance on their davits and boat lifts. Process PO's to outside vendors for daily purchasing of boat lifts and purchasing for the retail store. Maintain items list in Quick books in regards to item cost, retail pricing and update on a continuous basis. Oversee the A/R billing to customers and run the retail operation of the company to improve customer satisfaction. Report to the owner on daily issues and concerns to search for the best possible solutions. Show less



Point of View RV Resort

• 99010 Overseas Hwy, Key Largo, FL 33037

• General Manager

  • Jun 2014 - Jul 2015

  Run the daily operations of the RV resort from the front desk, reservations, maintenance and customer relations. Hire, train, and supervise the entire staff to ensure compliance with company policies. Handle all customer complaints to find the best resolution. The main liaison for frequent inspections, including health, pool, fire sprinklers and back flow testing on the resort property. Coordinate outside vendors and oversee the work performed to improve the appearance of the… Show more Run the daily operations of the RV resort from the front desk, reservations, maintenance and customer relations. Hire, train, and supervise the entire staff to ensure compliance with company policies. Handle all customer complaints to find the best resolution. The main liaison for frequent inspections, including health, pool, fire sprinklers and back flow testing on the resort property. Coordinate outside vendors and oversee the work performed to improve the appearance of the resort grounds. Report to the owner of the resort on daily issues and concerns to search for the best possible solutions. Show less Run the daily operations of the RV resort from the front desk, reservations, maintenance and customer relations. Hire, train, and supervise the entire staff to ensure compliance with company policies. Handle all customer complaints to find the best resolution. The main liaison for frequent inspections, including health, pool, fire sprinklers and back flow testing on the resort property. Coordinate outside vendors and oversee the work performed to improve the appearance of the… Show more Run the daily operations of the RV resort from the front desk, reservations, maintenance and customer relations. Hire, train, and supervise the entire staff to ensure compliance with company policies. Handle all customer complaints to find the best resolution. The main liaison for frequent inspections, including health, pool, fire sprinklers and back flow testing on the resort property. Coordinate outside vendors and oversee the work performed to improve the appearance of the resort grounds. Report to the owner of the resort on daily issues and concerns to search for the best possible solutions. Show less



JMF Underground Inc

• United States
• Oil and Gas
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2012 - Apr 2013

  Coordinate and oversee all accounting functions including job costing, inventory tracking, A/P, A/R, payroll, fixed assets and financial reporting with over $10 million in annual revenues. Implementation and setup of a new accounting software system. Creation of new sister companies which include a leasing company and a woman business enterprise company. Guide auditors through bi-annual conforming audit for bonding requirements. Establish relationships with lending institutions and the… Show more Coordinate and oversee all accounting functions including job costing, inventory tracking, A/P, A/R, payroll, fixed assets and financial reporting with over $10 million in annual revenues. Implementation and setup of a new accounting software system. Creation of new sister companies which include a leasing company and a woman business enterprise company. Guide auditors through bi-annual conforming audit for bonding requirements. Establish relationships with lending institutions and the liaison with external auditors. Show less Coordinate and oversee all accounting functions including job costing, inventory tracking, A/P, A/R, payroll, fixed assets and financial reporting with over $10 million in annual revenues. Implementation and setup of a new accounting software system. Creation of new sister companies which include a leasing company and a woman business enterprise company. Guide auditors through bi-annual conforming audit for bonding requirements. Establish relationships with lending institutions and the… Show more Coordinate and oversee all accounting functions including job costing, inventory tracking, A/P, A/R, payroll, fixed assets and financial reporting with over $10 million in annual revenues. Implementation and setup of a new accounting software system. Creation of new sister companies which include a leasing company and a woman business enterprise company. Guide auditors through bi-annual conforming audit for bonding requirements. Establish relationships with lending institutions and the liaison with external auditors. Show less



Members 1st Federal Credit Union

• United States
• Banking
• 700 & Above Employee

• Accounting Manager

  • May 1999 - Apr 2012

  Manage the credit unions A/R and A/P activity including direct supervision of A/P and G/L clerks, plus indirect supervision of the staff accountants. Process the daily accounting activities in the Symitar host system for VISA, PHEAA, TERI, 1st Mortgages sub serviced, commercial participation loans, indirect auto leases and insurance products all totaling over $250 million of our assets. Performed month end closing activities including FASB 91 accruals. Assist the Controller in the budget… Show more Manage the credit unions A/R and A/P activity including direct supervision of A/P and G/L clerks, plus indirect supervision of the staff accountants. Process the daily accounting activities in the Symitar host system for VISA, PHEAA, TERI, 1st Mortgages sub serviced, commercial participation loans, indirect auto leases and insurance products all totaling over $250 million of our assets. Performed month end closing activities including FASB 91 accruals. Assist the Controller in the budget process for 100 AC/branches and roll-up consolidation. Review of monthly comparisons and explanation of deviations with the Chief Financial Officer. Select, develop, motivate and retain qualified staff using KPI benchmarks to foster a teamwork environment. Act as a department liaison with internal and external contacts including NCUA and outside auditors. Show less Manage the credit unions A/R and A/P activity including direct supervision of A/P and G/L clerks, plus indirect supervision of the staff accountants. Process the daily accounting activities in the Symitar host system for VISA, PHEAA, TERI, 1st Mortgages sub serviced, commercial participation loans, indirect auto leases and insurance products all totaling over $250 million of our assets. Performed month end closing activities including FASB 91 accruals. Assist the Controller in the budget… Show more Manage the credit unions A/R and A/P activity including direct supervision of A/P and G/L clerks, plus indirect supervision of the staff accountants. Process the daily accounting activities in the Symitar host system for VISA, PHEAA, TERI, 1st Mortgages sub serviced, commercial participation loans, indirect auto leases and insurance products all totaling over $250 million of our assets. Performed month end closing activities including FASB 91 accruals. Assist the Controller in the budget process for 100 AC/branches and roll-up consolidation. Review of monthly comparisons and explanation of deviations with the Chief Financial Officer. Select, develop, motivate and retain qualified staff using KPI benchmarks to foster a teamwork environment. Act as a department liaison with internal and external contacts including NCUA and outside auditors. Show less