Experience

Conservation Trust for North Carolina

• Environmental Services
• 1 - 100 Employee

• Finance Director

  • Sep 2019 - Present

  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 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



Follow the Child Montessori School

• Education Administration Programs
• 1 - 100 Employee

• Finance Director

  • Jan 2018 - Jun 2019

  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. 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.



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 relating to accounting. Assists with the preparation of the 990 tax return. Conducts special internal audits, accounting studies, analyses and cost studies as required. 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 relating to accounting. Assists with the preparation of the 990 tax return. Conducts special internal audits, accounting studies, analyses and cost studies as required.



SSATB

• United States
• Education Administration Programs
• 1 - 100 Employee

• 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 quarterly financial reports for the Board of Trustees. 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 quarterly financial reports for the Board of Trustees.



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 to prioritize multiple projects and meet deadlines. • Administered and reviewed all financial plans, comparing budget to actual results with a view to identify, explain, and correct variances as appropriate. Corporate liaison with lenders and auditors. • Throughout tenure Integrity received unqualified A133 audits with no audit findings. • Instrumental in cost savings and/or revenue generation of over $2.6M dollars.



R.P. Jacobson CPA

• Audit Manager

  • Dec 1980 - Jan 1990

  Public Accountant Performed 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. Public Accountant Performed 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.