Experience

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  Conservation Trust for North Carolina

  • Raleigh, N.C.

  • Finance Director

    • Sep 2019 - Present
    • Raleigh, N.C.

    Responsible for all aspects of the Finance and Human Resource Departments. Directly responsible for all activities related to auditing, accounts payable, accounts receivable, budgeting, IT,payroll, pension plan and tax compliance

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  Follow the Child Montessori School

  • Raleigh-Durham, North Carolina Area

  • Finance Director

    • Jan 2018 - Jun 2019
    • Raleigh-Durham, North Carolina Area

    Responsible for all aspects of the Finance and Human Resource Departments. Directly responsible for all activities related to auditing, accounts payable, accounts receivable, budgeting, payroll, pension plan and tax compliance. Responsible for keeping QuickBooks updated.

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  The Somerset County YMCA

  • Controller

    • Oct 2016 - Jan 2018

    Responsible for managing the accounting functions and administering approved accounting policies throughout the YMCA's 5 branches. Ensures preparation of complete and accurate monthly and annual financial statements. Serves as point person for program/operations personnel in all matters relat...

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  The Enrollment Management Association (formerly...

  • Controller

    • Sep 2013 - Sep 2016

    Responsible for the daily accounting duties, financial statements, audits and tax returns of the company. Developed financial reporting capabilities and trained staff how to read financial reports so that they were able to have an up to the minute understanding of their budget variances. Prepared...

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  Integrity Inc.

  • VP-Finance/Controller

    • Jan 1990 - Apr 2013

    • Oversaw financial, accounting and grant reporting functions (company almost quadrupled in size during tenure). Established company pension plan and served as trustee.• Responsible for various internal and external reporting and management of lines of credit.• Highly organized with the ability t...

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  R.P. Jacobson CPA

  • Audit Manager

    • Dec 1980 - Jan 1990

    Public AccountantPerformed audits (30%), review and compilations (40%) and tax services (30%) for a diverse client base that included manufacturers, non-profits, wholesale/distributors, real estate and professional services.