Experience

Olhausen Billiards

• United States
• Furniture and Home Furnishings Manufacturing
• 1 - 100 Employee

• CFO CHRO

  • Nov 2023 - Present



Pilot.com

• United States
• Accounting
• 200 - 300 Employee

• Senior Manager Financial Operations

  • Jun 2022 - Nov 2023

  Nashville, Tennessee, United States • Managed multiple bookkeeping teams delivering financial statements to over 1,400 customers • Improved reporting on tracking progress of the team • Helped to establish a program manager role to create better reporting on OKRs for the department. • Worked with executive team to implement a reorganization to better align customers and team members within industry alignments • Lead team to better serve customers with inventory and cost of good sold and related accounting systems… Show more • Managed multiple bookkeeping teams delivering financial statements to over 1,400 customers • Improved reporting on tracking progress of the team • Helped to establish a program manager role to create better reporting on OKRs for the department. • Worked with executive team to implement a reorganization to better align customers and team members within industry alignments • Lead team to better serve customers with inventory and cost of good sold and related accounting systems. • Created reporting methods to ensure teams were staying within their budget time allocations Show less



Porter Road

• United States
• Manufacturing
• 1 - 100 Employee

• VP of Finance, Information Systems

  • Mar 2019 - Jun 2022

  Greater Nashville Area, TN • Bring all accounting and finance processes in house establishing processes and controls. • Monthly communication with venture capitalists to report on financial trends and forecasting • Better use of information systems on hand to track and forecast trends. • Work to stabilize expenses to follow growth as company moves to expand its ecommerce market size • Support IT systems, hardware lifespan, network infrastructure, SaaS application and Google Workspace administration along… Show more • Bring all accounting and finance processes in house establishing processes and controls. • Monthly communication with venture capitalists to report on financial trends and forecasting • Better use of information systems on hand to track and forecast trends. • Work to stabilize expenses to follow growth as company moves to expand its ecommerce market size • Support IT systems, hardware lifespan, network infrastructure, SaaS application and Google Workspace administration along with renegotiated contracts with vendors. Show less



Cool Springs EyeCare

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• CFO/CIO

  • Jan 2018 - Mar 2019

  Franklin, TN • Established new accounting policies and procedures for accounting department along with new internal controls and budgeting for staff • Implement new monthly reporting and budgeting along with monitoring practice metrics using practice management system, OfficeMate, and Sage 50 Peachtree. Managed updates and administration of practice management system • Review and advise on merger/acquisition opportunities along with integrating systems of acquired practices • Oversee… Show more • Established new accounting policies and procedures for accounting department along with new internal controls and budgeting for staff • Implement new monthly reporting and budgeting along with monitoring practice metrics using practice management system, OfficeMate, and Sage 50 Peachtree. Managed updates and administration of practice management system • Review and advise on merger/acquisition opportunities along with integrating systems of acquired practices • Oversee accounting and IT for Cool Springs Eyecare and related companies in the ownership group. • Stabilized network infrastructure upgrading to VMWare and Cisco Meraki mesh system along with renegotiated contracts with vendors. Reviewed and advised on need to move to SaaS solutions Show less



KraftCPAs PLLC

• United States
• Accounting
• 100 - 200 Employee

• Manager - Healthcare Industry Team

  • Aug 2016 - Jan 2018

  Greater Nashville Area, TN • Improve workflow processes to increase client project turnaround using integration between accounting systems and Excel to create more efficient deliverables. • Operational planning with multiple established businesses and startups for implementing accounting and information systems, policies and procedures, and business office management for medical practices • Focus on physician practice consulting including industry benchmarking, maximizing reimbursement, and practice operational… Show more • Improve workflow processes to increase client project turnaround using integration between accounting systems and Excel to create more efficient deliverables. • Operational planning with multiple established businesses and startups for implementing accounting and information systems, policies and procedures, and business office management for medical practices • Focus on physician practice consulting including industry benchmarking, maximizing reimbursement, and practice operational assessments. • Internal and external accounting system support and client guidance for system selection • Provided outsourced CFO services for multiple clients with a focus in the healthcare industry to help guide owners and CEOs on strategic decisions on revenue, merger/acquisition, and expansion opportunities. Show less



Avant Insurance, Division of Specialty Program Group, LLC

• United States
• Insurance
• 1 - 100 Employee

• Vice President Accounting & IT

  • Feb 2011 - Jul 2016

  Brentwood • Direct report to CEO and ownership group for forecasting and budgeting to guide the company from $30 million in revenue to a five-year, $200 million goal • Created new reporting using policy admin systems to analyze historical trends of insurance premiums and claim loss runs for use in projections and helping to meet target loss ratios to maximize profit • Main point of contact for compliance with external insurance company audits • Responsible for due diligence and execution of… Show more • Direct report to CEO and ownership group for forecasting and budgeting to guide the company from $30 million in revenue to a five-year, $200 million goal • Created new reporting using policy admin systems to analyze historical trends of insurance premiums and claim loss runs for use in projections and helping to meet target loss ratios to maximize profit • Main point of contact for compliance with external insurance company audits • Responsible for due diligence and execution of multiple acquisitions Work with acquired agencies to integrate systems and establish corporate policies and procedures • Stabilized and redesigned network infrastructure and VoIP system along with renegotiating contracts with IT vendors • Migrated billing data from old AS400 system to A/R module online in new policy admin system, Velocity, which had not been utilized for two years prior to employment Responsible for maintaining upgrades and end user administration for Velocity. Work with vendor, VRC Insurance Systems, to perform recommended Oracle server software and system upgrades. Increased and streamlined strategic and monthly required reporting using QlikView and SQL reporting tools being underutilized prior to employment • Established new policies and procedures for accounting department and customer service representatives creating efficiencies from previous workflow increasing output and reducing turnaround time on deliverables. Created automation through enhancements in Velocity, QlikView, and Excel Show less



Whisenant, Stewart, Watrous & Associates, PLLC (Post Horne LLP Closure)

• Senior Associate / Accounting Systems Manager

  • Jun 2009 - Feb 2011

  • Worked with multiple companies in bankruptcy to create a plan to bring them out of bankruptcy and generate a profit within a three-year plan • Outsourced controller/CFO duties for companies during staff transition along with training new hires implementing new policies and procedures as needed to create efficiencies using information systems • Launched dental practice management consulting service helping new practices negotiate contracts, choose correct practice management systems to… Show more • Worked with multiple companies in bankruptcy to create a plan to bring them out of bankruptcy and generate a profit within a three-year plan • Outsourced controller/CFO duties for companies during staff transition along with training new hires implementing new policies and procedures as needed to create efficiencies using information systems • Launched dental practice management consulting service helping new practices negotiate contracts, choose correct practice management systems to meet infrastructure needs, set policies and procedures, and continuous benchmarking to industry standards. • Forensic accounting projects focusing on high level fraud at financial institutions and small businesses Increased efficiency with forensic data analysis by automating data mining and spreadsheet reporting • Planning and deployment of new accounting systems migrating data from Horne LLP to WSW • Manage accounting systems including Creative Solutions suite, CCH ProSystem FX, QuickBooks, Great Plains/Dynamics, SAP, and Peachtree/Sage 50 Show less



HORNE

• United States
• Professional Services
• 700 & Above Employee

• Healthcare / Accounting Systems Analyst

  • Aug 1999 - Jun 2009

  Nashville, Tennessee, United States Accounting Systems Analyst • Migrated 300+ clients to MAS 90/200 as lead support for firm provided ERP solutions Deployed and supported client access using Microsoft Terminal Services to multiple franchise clients • Established financial statement automation using ODBC and SQL connection to migrating data from POS system, Aloha, at multiple Domino’s and Quiznos locations • Lead software migration and training for four firm acquisitions in Tennessee and Arizona… Show more Accounting Systems Analyst • Migrated 300+ clients to MAS 90/200 as lead support for firm provided ERP solutions Deployed and supported client access using Microsoft Terminal Services to multiple franchise clients • Established financial statement automation using ODBC and SQL connection to migrating data from POS system, Aloha, at multiple Domino’s and Quiznos locations • Lead software migration and training for four firm acquisitions in Tennessee and Arizona Converted DOS based accounting systems to Windows Moved local server hosted applications to a Citrix environment Migrated local domain users to corporate domain Established policies to help transition workflow of staff to corporate environment • Data migration from Lotus to Microsoft Assisted with office intranet communication migration to SharePoint Migrated data from Lotus Notes to Outlook and Lotus 123 to Excel • Lead support for Nashville office Document Management deployment • Startup business consulting for accounting systems providing guidance for best practices maintenance, and training. (QuickBooks, Peachtree, Dynamics, FRx, JD Edwards) • Windows desktop support and Citrix server support for 70 employees in the Tennessee offices • CCH ProSystem FX support and developer liaison for firm communicating needs of tax department to home office support and implementing changes as needed. Healthcare Senior Associate • Assurance and tax preparation focusing on the healthcare industry MGMA Benchmarking, Medicare Baseline Audits, E&M Bell Curves, EOB Analysis, CPT and ICD9 code trending and pricing • HIPAA compliance consulting including security and privacy assessments Preparation and implementation of new HIPAA policies and procedures for rural HCA physician practices • Certifications QuickBooks ProAdvisor Microsoft Office User Specialist FRx Report Writer Great Plains/Dynamics Support Show less