Bio
Credentials
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Certified Management Accountant
Institute of Management AccountantsOct, 1995- May, 2026 -
Certified Public Accountant
Kentucky State Board of AccountancyMar, 1983- May, 2026
Experience
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Meritrust Wealth Management
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Louisville, Kentucky, United States
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Accounting Controller
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Aug 2019 - Feb 2022
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Louisville, Kentucky, United States
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MCM CPAs and Advisors LLP
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Louisville, Kentucky Area
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Controller
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Jan 2017 - Jul 2019
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Louisville, Kentucky Area
Responsible for the day to day supervision of the internal accounting team and related projects and processes. Responsible for MCM and Meritrust financial information along with budgeting and forecasting for both entities. Work in tandem with the Director of Operations and the Managing Partner to...
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Sr. Director/Director/Manager I/S Finance
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May 2000 - Dec 2016
Responsible for overseeing all aspects of finance, information systems, budgeting, accounting, charge-back allocations, accounts payable, general ledger, financial analysis, and account reconciliation. Provides trend analysis, volume projections, and expense analyses to achieve business goals...
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Courier Journal & Louisville Times
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Louisville, KY
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Director of Finance
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Jul 1987 - Dec 1994
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Louisville, KY
Director of Finance (Sept. 1994 - Dec. 1994) Managed all aspects of accounts payable/receivable, general accounting, internal controls, employee performance, budgeting/analysis, monthly/annual reporting, and executive projects. Advised the Capital Expenditures Committee.Assistant Controller (Ma...
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Internal Auditor/International Tax Accountant
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1985 - 1988
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Staff Auditor
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1980 - 1984
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Education
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1978 - 1980University of Louisville
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1972 - 1976Pleasure Ridge Park High School
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Industry Focus. “Accounting and Auditing”
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