Experience

Pelican Bay Foundation

• Hospitality
• 1 - 100 Employee

• Controller

  • Dec 2022 - Present



David Lawrence Centers

• United States
• Mental Health Care
• 100 - 200 Employee

• Chief Financial Officer

  • Jul 2020 - Dec 2022

• Controller

  • Oct 2018 - Jul 2020



Greater Naples Chamber

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Finance Manager

  • Apr 2017 - Oct 2018



Landmark Hospital

• Naples, Florida Area

• Senior Accountant

  • Apr 2016 - Mar 2017



Saint Francis Ministries

• United States
• Individual and Family Services
• 300 - 400 Employee

• Director of Accounting Services

  • Dec 2006 - May 2016

  Preparation of monthly internal financial statements for multiple corporations and programs. Preparation of monthly financial ratios for upper management review. Preparation of audit work papers and external financial statements for annual financial audit. Communication with auditors on deadlines, annual audit timing and finalization of audit reports. Preparation of annual budgets and monthly meetings with program directors to monitor adherence to budget or recommend suggestions to… Show more Preparation of monthly internal financial statements for multiple corporations and programs. Preparation of monthly financial ratios for upper management review. Preparation of audit work papers and external financial statements for annual financial audit. Communication with auditors on deadlines, annual audit timing and finalization of audit reports. Preparation of annual budgets and monthly meetings with program directors to monitor adherence to budget or recommend suggestions to adhere to budget. Preparation of monthly journal entries and account reconciliations, including cash accounts, investments and accounts receivable. Knowledge of monthly grant reporting and fixed asset tracking. Review of monthly general ledgers. Knowledge of fund accounting which includes general operating, restricted and endowment funds. Direct supervision of 3 staff which includes 1 accountant and 2 accounts receivable clerks. Written and verbal communications with program directors, vice presidents and external third parties related to establishing contracts for services, which includes Kansas Medicaid and insurance carriers. Adherence to rules, policies and procedures as established by the agency. Assisting with the establishment of internal controls for Financial Services department to meet external auditor recommendations. Support Vice President of Financial Services with projects and reports. Experience on Financial Edge accounting software and Professional Data Systems (PDS) accounts receivable software. Accounting responsibility for 6 separate corporations and programs within those corporations. Preparation of 990 tax returns and annual state reports. Show less Preparation of monthly internal financial statements for multiple corporations and programs. Preparation of monthly financial ratios for upper management review. Preparation of audit work papers and external financial statements for annual financial audit. Communication with auditors on deadlines, annual audit timing and finalization of audit reports. Preparation of annual budgets and monthly meetings with program directors to monitor adherence to budget or recommend suggestions to… Show more Preparation of monthly internal financial statements for multiple corporations and programs. Preparation of monthly financial ratios for upper management review. Preparation of audit work papers and external financial statements for annual financial audit. Communication with auditors on deadlines, annual audit timing and finalization of audit reports. Preparation of annual budgets and monthly meetings with program directors to monitor adherence to budget or recommend suggestions to adhere to budget. Preparation of monthly journal entries and account reconciliations, including cash accounts, investments and accounts receivable. Knowledge of monthly grant reporting and fixed asset tracking. Review of monthly general ledgers. Knowledge of fund accounting which includes general operating, restricted and endowment funds. Direct supervision of 3 staff which includes 1 accountant and 2 accounts receivable clerks. Written and verbal communications with program directors, vice presidents and external third parties related to establishing contracts for services, which includes Kansas Medicaid and insurance carriers. Adherence to rules, policies and procedures as established by the agency. Assisting with the establishment of internal controls for Financial Services department to meet external auditor recommendations. Support Vice President of Financial Services with projects and reports. Experience on Financial Edge accounting software and Professional Data Systems (PDS) accounts receivable software. Accounting responsibility for 6 separate corporations and programs within those corporations. Preparation of 990 tax returns and annual state reports. Show less



Pinion

• United States
• Accounting
• 400 - 500 Employee

• Accountant

  • Sep 2002 - Dec 2006

  Audits of for-profit and not-for-profit organizations. Preparation of financial statements for external clients. Analysis of financial data to ensure accurate reporting. Supervision of staff on projects. Managing a client listing of projects. Preparation of corporate and individual federal and state tax returns. Audits of for-profit and not-for-profit organizations. Preparation of financial statements for external clients. Analysis of financial data to ensure accurate reporting. Supervision of staff on projects. Managing a client listing of projects. Preparation of corporate and individual federal and state tax returns.