Experience

• 

  APG LLC

  • Baltimore, Maryland, United States

  • Executive Director

    • Jun 2020 - Present
    • Baltimore, Maryland, United States

• 

  Sagamore Ventures (formerly Plank Industries)

  • Baltimore, Maryland

  • Vice President Of Accounting

    • Dec 2018 - Jun 2020
    • Baltimore, Maryland

• 

  Plank Industries

  • Baltimore, Maryland

  • Controller

    • Aug 2015 - Dec 2018
    • Baltimore, Maryland

• 

  Annapolis Yacht Club

  • Annapolis, Maryland

  • Director of Finance

    • Jan 2009 - Aug 2015
    • Annapolis, Maryland

    Responsible for all financial and fiscal management aspects of company operations. Provide leadership and coordination in the administrative, business planning, accounting and budgeting efforts of the company.• Manage ongoing banking relationships for maximum efficiency.• Develop cash flow forecasting and maintain a long term cash forecast.• Responsible for the management of the Club's insurance and risk management program.• Oversee the annual insurance renewal process and ensure appropriate coverage is maintained at all times• Manage the financial system, ensuing maximum productivity and that it meets the needs of the business today and the future.• Oversee the continuous improvement of accounting and financial processes and the development of the team with the goal to achieve best practices and optimal output.• Develop and oversee accounting policies and procedures to meet both current and future business models.• Oversee the external audit, review and analyze results and recommend for approval the audited financial statements.• Oversee the cash management function, including banking relationships.• Ensure the Club is in compliance with all internal policies and relevant regulations and ensure filings are completed in a timely manner.• Ensure the team delivers the highest standard of departmental, cross departmental and cross foundation teamwork and customer service.• Develop finance and accounting team goals that are fully aligned with the Club's goals.• Provide coaching, guidance and support, set professional development plans to assist employees to reach their full potential through the performance management process.• Lead the annual business plan development and budgeting process.• Provide ongoing financial modeling and analysis expertise to management and Board of Directors.• Lead the financial modeling and analysis to support the development of long term strategic initiatives and business plans

• 

  CitiFinancial

  • Baltimore, Maryland

  • Director of Reporting

    • Aug 2001 - Jan 2009
    • Baltimore, Maryland

    • Prepared audited financial statements for three domestic and international entities within Citigroup.• Direct liaison with external auditors for all requests related to CitiFinancial.• Responsible for reporting and reconciliation of legal results to Corporate Accounting utilizing developed consolidation software.• Provided support for conversion of general ledger system from MSA to PeopleSoft; creating efficiencies in report writing and reconciliation processes.• Responsible for the direction of staff, including planning and coordination of work assignments and verification of work performed.

• 

  ACE*COMM

  • Assistant Controller

    • Dec 1999 - Aug 2001

    • Responsible for management of accounting operations and maintenance of fiscal records.• Prepared reports required by regulatory agencies for management, audit and external counsel review.• Instrumental role in conversion of inventory and general ledger system to Oracle software solutions.• Responsible for the direction of staff, including planning and coordination of work assignments and verification of work performed.

• 

  PricewaterhouseCoopers

  • Baltimore, Maryland

  • Senior Associate - Audit

    • Jan 1997 - Dec 1999
    • Baltimore, Maryland

    • Developed engagement audit approach and procedures for such financial institutions as T. Rowe Price and Deutsche Bank in accordance with firm policy and professional standards• Performed audits of publicly and privately held corporations and companies, including the preparation of audit plans, engagement administration, and preparation and review of financial statements.• Instructed National training and assisted in the development of National and local technical training courses, including the instruction and implementation of new audit approach as a result of the merger of Price Waterhouse LLP and Coopers & Lybrand LLP.