Experience

Blue Trust

• United States
• Financial Services
• 1 - 100 Employee

• Director of Finance

  • Jan 2018 - Mar 2023

  Alpharetta, GA

• Finance Operations Manager

  • Jan 2015 - Jan 2018

  Roswell, GA



Mersereau, Lazenby & Rockas, LLC

• Manager, Audit & Tax

  • Nov 2009 - Dec 2014

  Suwanee, GA • Managed financial statement audits of both for profit and not for profit organizations, including large churches, community services organizations and government contractors. • Reviewed individual tax returns and prepared corporate returns and charitable trust returns.



The Intersect Group

• United States
• Staffing and Recruiting
• 200 - 300 Employee

• Consultant

  • Oct 2008 - Nov 2009

  Greater Atlanta Area • Acted as controller for a variety of small businesses on a part-time basis, performing all finance and accounting duties and financial reporting as needed. • Clients included a real estate development company, a real estate tax consulting group, an online gaming company and an online search optimization firm.



First Baptist Church of Jacksonville

• Religious Institutions
• 1 - 100 Employee

• Finance Director

  • Sep 2006 - Mar 2008

  Jacksonville, Florida Area • Directed the financial operations of a mega-church with over 15,000 members, maintaining ownership over the general ledger. • Trained and managed a staff of seven. • Responsibilities included timely month end closing process, reconciliations of all balance sheet accounts and monthly reporting of financial position to the Finance Committee. • Prepared budgets and revenue projections for seven budget centers, analyzed performance compared to budget and reported monthly variances to… Show more • Directed the financial operations of a mega-church with over 15,000 members, maintaining ownership over the general ledger. • Trained and managed a staff of seven. • Responsibilities included timely month end closing process, reconciliations of all balance sheet accounts and monthly reporting of financial position to the Finance Committee. • Prepared budgets and revenue projections for seven budget centers, analyzed performance compared to budget and reported monthly variances to department heads. • Spear headed and implemented the conversion of the general ledger to a new accounting system. • Coordinated the annual financial statement audit, working closely with the external auditors. • Developed and implemented internal controls and accounting policies in order to better manage expenses and to comply with Federal tax regulations. • Researched technical accounting issues and ensured accounting and reporting in compliance with Generally Accepted Accounting Principles. • Prepared annual Federal and State informational tax returns. Show less