Experience

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  LBMC Employment Partners

  • Nashville, Tennessee, United States

  • Financial Contractor

    • Mar 2015 - Present
    • Nashville, Tennessee, United States

• 

  JRL Coal Inc.

  • Contract Controller

    • Apr 2020 - Nov 2021

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  Clearwater Compliance LLC

  • Senior Accounting Consultant

    • Nov 2017 - Aug 2018

• 

  Community Health Systems

  • Franklin TN

  • Financial contract position

    • Mar 2015 - Jun 2016
    • Franklin TN

    16 month contract position; major cash reconciliation for 70+ purchased hospitals

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  Mental Health Cooperative

  • Metro Center, Nashville TN

  • CFO

    • Mar 2009 - Feb 2014
    • Metro Center, Nashville TN

    -Managed all aspects of finance and related operations for a $44 million behavioral health agency that provides case management and crisis diversion services for 18,000+ individuals annual via a main office in Metropolitan Nashville as well as 8 satellite locations throughout Middle Tennessee-During 5 years there, revenues grew from $32.6M to $44M, cash/investments from $2.6M/$9.8M to $6M/$20.5M, and bottom line from $1.2M to $3.9M -Assessed, projected and monitored, opening of 3 new satellite locations -Primary liaison with former Management Company, Psychiatric Solutions Inc; Oversaw creation and monitoring of agency Foundation for 3 years; Established legal entity for Integrated Health Cooperative, Inc, for which MHC is the sole owner -Completed conversion from Macola accounting system to Great Plains; Spent much of last 2 years involved in development of new E H R system (TIER) scheduled to go live in 2014

• 

  The Clever Factory

  • Metro Center Nashville TN

  • Director of Finance

    • Jul 2008 - Feb 2009
    • Metro Center Nashville TN

    -Oversaw all financial aspects of a multi-million dollar leading designer and marketer of high quality everyday and seasonal design-based consumer products with offices in the US and Asia.

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  Self Employed

  • Greater Nashville Area, TN

  • Financial and Operational Consultant

    • May 2005 - Jun 2008
    • Greater Nashville Area, TN

    - Worked on a contract & project basis with a variety of clients; projects have included financial analysis & budget assistance, due diligence, accounting software research and recommendation, software clean-up & reconciliation, systems evaluation, audit preparation, and general ledger set-up and development

• 

  Bankers Insurnce Group, LLC

  • Nashville, TN

  • EVP-Finance and Operations

    • Sep 2003 - Apr 2005
    • Nashville, TN

    - Managed all financial and operational aspects of a privately held start-up company specializing in marketing commercial insurance products through Community Banks to small business clients of those banks- During the purchase of another insurance agency, acted as key liaison on all legal, financial, and operational communications between the buyer, the seller, and the purchased agency; Integrated three different agency management and accounting software systems during such

• 

  Self Employed

  • Greater Nashville Area, TN

  • Financial and Operational Consultant

    • Jan 1998 - Aug 2003
    • Greater Nashville Area, TN

    - Worked on a contract & project basis with a variety of clients; projects during this period included financial analysis, profitability modeling, database development, operational workflow, direct mail lead generation, compilation of investor prospectus, financial and operational reporting and compliance and licensing under Money Transmitter laws,

• 

  Journal Communications Inc.

  • Franklin TN

  • VP Finance

    • Oct 1999 - Mar 2002
    • Franklin TN

    - Agreed with consulting client to take a temporary part time position as acting Controller to help establish proper procedures and work flow in areas of Finance and Operations until such time that a full time position was established; Managed all aspects of finance and related personnel including general ledger maintenance, financial reporting, payroll, financial analysis, departmental budgeting, and long term financial projections; Recruited, hired and trained full time Controller under guidelines and procedures established above

• 

  FISI*Madison Financial Inc

  • Franklin TN

  • SVP Finance & Operations, FISI/Madison Financial Inc

    • Jun 1986 - Dec 1997
    • Franklin TN

    Long Term Preferred Care, Inc. (subsidiary of FISI*Madison Financial Inc.) Sr. Vice President- Finance, Administration & Marketing 1991-1997:- Managed initial development, implementation, and evolution of all internal controls, procedures, and marketing strategies for a start up company that specializes in long term care insurance; Helped grow from zero to $100 million revenue, $5 million bottom line- Handled all legal, compliance, and contractual relationships including those with insurance carriers as well as acted as primary liaison for the financial, contractual, marketing and legal issues associated with the purchases of several additional businesses related to long term care insurance FISI*Madison Financial, Inc.; Vice President- Accounting 1990-1991: - In addition to Assistant Controller duties listed below, took on more responsibility for big picture and long term financial issues; new emphasis on valuation of potential and actual company purchases as well as new start up products and/or divisions FISI*Madison Financial, Inc.; Assistant Controller 1986-1990: - Managed all areas of accounting and finance for a $350 million bank marketing firm including supervision of staff of 8-10; Organized merger of two separate accounting departments (FISI and Madison Financial) including conversion of both to new accounting software system; Analyzed financial statements and reported monthly to publicly traded parent company (CUC International, Stamford, CT); Coordinated budgeting process with senior managers in 22 cost centers; Acted as primary liaison to external auditors and resolved all financial and compliance issues

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  Arthur Anderson & Co

  • Greater Nashville Area, TN

  • Staff Accountant

    • Jun 1984 - Jun 1986
    • Greater Nashville Area, TN

    - Worked primarily on bank and health care audits; Participated in several review and compilation engagements; Created and/or updated complete bookkeeping systems for small and medium sized businesses on “staff loan” engagements