Experience

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  Trilogy Accounting Solutions, LLC

  • Virginia

  • CEO & President

    • Jan 2020 - Present
    • Virginia

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  Referral Staffing, Inc.

  • Executive Recruiter

    As many of you know, 2016 has been a rough year for me and my family. But at the end of every storm, there will come sunshine. Early this year I left my position as an Executive VP/ CFO to tend to family needs- most specifically, to work with my brother on the care of my father. We lost my father in June of this year. Through all of the tragedy this year has brought, I have gained one very important thing- PERSPECTIVE. I have taken some time off and spent much time soul searching and decided that sitting in a high pressure position, behind a desk, crunching numbers, managing staff etc, although it comes with a nice paycheck, isn’t what I find rewarding now, nor will I 40 years from now when I look back from my wheelchair. So, I have decided to make a pretty big move for me. I want to interact with people going through change and help people find a satisfying place to spend their days. Thus, drawing on my background, I have finally found a way to use those skills in an area that I hope to be successful. As of yesterday, I have joined long time business associates/ friends Kevin Cole and Randy Welsh with Referral Staffing. I will be a “matchmaker” between administrative, all facets of accounting, finance, HR professionals and organizations seeking talent. I am SOOOO very excited with this decision and energized to explore something new with a great team of people. So, if you come across someone either looking for one of those skill sets or someone you know is seeking a new adventure in one of those areas, please reach out to me. It truly will be a pleasure to make a match!

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  The Pegasus Group East, LLC

  • McLean, VA

  • Acting Controller, PT

    • Jul 2017 - Jan 2020
    • McLean, VA

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  The Signature Group

  • Executive Vice President and Chief Financial Officer

    • Nov 2015 - Feb 2016

  • Vice President, Accounting and Finance

    • May 2010 - Jan 2016

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  Signature Group

  • Director of Accounting and Finance

    • May 2010 - Jan 2016

    Recruited by former employer to return to the Organization for a major clean up endeavor, to hire and train new accounting staff, to perform a system migration, and manage the ongoing financial and accounting functions. Receiving stellar performance evaluations and have made noted progress in the cleanup effort, training of staff, have substantially shortened the financial reporting cycle, improved days outstanding and cashflow, renegotiated favorable vendor terms and am well into the system development/ migration effort. Eventually agreed to return full time as Exec VP and CFO.

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  Family Matters of Greater Washington

  • United States
  • Individual and Family Services
  • 1 - 100 Employee

  • Chief Financial Officer

    • Jul 2009 - May 2010

    Human Services, Not for Profit

  • Director of Finance and CFO

    • Jul 2009 - Apr 2010

    Operated as the key financial and accounting professional for an $11 million, DC based, not-for-profit focused on providing social services to families. Responsible for all aspects of finance and accounting. Worked directly with the CEO, Board of Directors and Finance Committee and managed a team of 4-7 staff. Key areas of focus included conducting a mass clean up effort of all accounting and finance activities, restructuring of financing arrangements with the primary lender, training staff, ensuring compliance with DC Government billing/ reporting and contract requirements, preparation of grant requests, identifying and managing the correction of several human resource and benefit compliance issues, designed and implemented systems of internal controls, creation of annual budgets and cashflow projections, implemented a system of a monthly close and timely financial statement reporting as well as debt covenant compliance monitoring, solicited and hired a new CPA firm, prepared for the annual external audit, and responsible for monitoring and resolving various operational issues as well as provide oversight of the Youth Development Program. Accounting system was Solomon.

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  Ace Carpentry, Inc.

  • Chief Financial Officer

    • Jun 2007 - Jun 2009

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  Ace Carpentry, Inc

  • Chief Financial Officer

    • Jun 2007 - May 2009

    Held the key financial position for a mid Atlantic framing contractor with approximately $25 million in revenues. Responsible for all aspects of accounting (for five related companies), finance, operations and human resources including financial reporting, forecasting, profit analysis, cash flow management, contract management and administration, 401k plan administration, financing negotiations, design and implementation of inventory management systems and controls, insurance contract negotiation and monitoring, oversight and management of outside legal counsel, annual audit and tax preparation, contract and government compliance issues, state license and registration management, federal and state employment law compliance, and other corporate matters. Systems utilized include Timberline, Microsoft Office Products and Quickbooks Pro. Supervise Accounting, Contract Administration and Human Resource staff. Report directly to the Chief Executive Officer on a day to day operations and monthly to the lender and bonding company.

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  The Signature Group

  • Chief Financial Officer

    • Apr 2005 - May 2007

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  Signature Group

  • Chief Financial Officer

    • Apr 2005 - May 2007

    Held the key financial position for a nationally operated technical systems design and engineering company. Responsible for all aspects of accounting and finance including financial reporting, forecasting, profit analysis, cash flow management, contract management and administration, stock option plan administration and reporting, financing negotiations, insurance contract negotiation and monitoring, oversight and management of outside legal counsel, annual audit and tax preparation, contract and governmental compliance issues, state license and registration management, federal and state employment law compliance, and other corporate matters. Systems utilized include Solomon, Microsoft Office Products as well as custom software solutions. Supervise Accounting and Human Resource staff. Report quarterly to the Board of Directors and directly to the Chief Executive Officer on day to day operations.

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  Select Staffing Services

  • Chief Financial Officer

    • May 1994 - Nov 2004

  • Chief Financial Officer

    • Jan 1994 - Nov 2004

    Held the key financial and operational position for a regional administrative, technical and financial staffing company earning approximately $72 million in revenues at its peak. Responsible for all aspects of accounting and finance functions including financial reporting, forecasting, profit analysis, financial reporting, cash flow management, financing negotiations and debt management, insurance contract negotiation and monitoring, oversight and management of outside legal counsel, annual audit and tax preparation, various contract compliance issues, workers compensation management, licensee management and monitoring, state license and registration management, federal and multi-state employment law compliance, government contract management, proposal submission and various other corporate matters. During tenure performed an entire system conversion integrating various accounting packages into a consolidated reporting system. Supervise Accounting, Operations, and Human Resource staff. Report directly to the Chief Executive Officer.

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  American Legion

  • Financial Consultant

    • Jan 1993 - Jan 1998

    Volunteered to oversee the implementation of a new accounting system, provide training to accounting personnel and manage financial reporting and compliance.

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  Arthur Andersen & Co.

  • Senior Accountant

    • Aug 1991 - May 1994

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  Arthur Andersen and Company, LLP

  • Senior Accountant

    • Jan 1991 - Jan 1994

    Supervised audit engagements for Enterprise Group clients in various industries including high tech, service, retail, and government contracting. Responsible for maintaining client relations, supervising staff, resolving various accounting issues, managing the audit and audit budget, preparing financial statement in accordance with reporting requirements. Continuously strived to seek opportunities for client efficiencies and improvement.

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  First American Title Insurance Company

  • Assistant Controller

    • Jan 1989 - Jan 1991