Experience

Rebalance

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2022 - Present



Kaplan CFO Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Engagement Partner

  • Aug 2021 - Present

  Asheville, North Carolina, United States



Chai Pani Restaurant Group

• United States
• Restaurants
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2021 - Present



Boys Arnold Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Counselor

  • Jul 2018 - Jul 2021

  Asheville, North Carolina Area Wealth Counselor at Boys, Arnold & Company. Serves on the company’s Investment Committee. Additionally, she works with compliance, trusts and internal financial management of the company.



Episcopal Diocese of Western North Carolina

• Chief Financial Officer

  • Apr 2011 - Jul 2018

  Asheville, North Carolina Area The Diocese of Western North Carolina is the Central Administrative Office for 64 Episcopal parishes in Western North Carolina - Responsibilties include the preparation of all financial information and financial statements as well as the presentation of that financial information to Fiscal Ministries, Executive Council and Trustees. - Special projects included enhancing and streamling processes and strengthening controls including installing a remote deposit capture system that is… Show more The Diocese of Western North Carolina is the Central Administrative Office for 64 Episcopal parishes in Western North Carolina - Responsibilties include the preparation of all financial information and financial statements as well as the presentation of that financial information to Fiscal Ministries, Executive Council and Trustees. - Special projects included enhancing and streamling processes and strengthening controls including installing a remote deposit capture system that is built into the general ledger system. - Responsible for Implementing and managing all internal control processes and coordinating the annual audit. - Investment accounting including ensuring Endowments are in compliance with UPMIFA. - Advise Treasurers and volunteers from parishes throughout the year. Prepare and present overview of finance requirements in a day long presentation once a year. - Coordinate insurance and banking activities. - Establish budget, which is presented to Convention, in coordination with Bishop, Fiscal Ministries and Committee Chairs. Show less



Taylor White

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Recruiting Manager

  • Jul 2010 - Jan 2011

  Taylor White is a boutique executive search firm specializing in the placement of accounting and financial professionals in the Tampa Bay Area.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President

  • Aug 2004 - Jun 2009

  Senior Vice President Chief Administrative Officer- Enterprise Planning and Strategic Initiatives (2004 – 2009) Responsible for the management of the Wachovia Strategic Ventures portfolio of invested capital totaling $40 million. Served as business unit Senior Financial Officer as the Enterprise Planning group grew from 12 employees in 2004 to over 300 employees in 2008. • Influenced Business Partners issues on policy and strategic direction in support of business goals… Show more Senior Vice President Chief Administrative Officer- Enterprise Planning and Strategic Initiatives (2004 – 2009) Responsible for the management of the Wachovia Strategic Ventures portfolio of invested capital totaling $40 million. Served as business unit Senior Financial Officer as the Enterprise Planning group grew from 12 employees in 2004 to over 300 employees in 2008. • Influenced Business Partners issues on policy and strategic direction in support of business goals negotiating alterations and efficiencies realizing cost reductions of 5-15% over several years. • Made investment decisions for follow-on investments. Actively participated on private company boards. • Managed the sale of 5 Strategic Venture investments successfully negotiating with company management, other board members and investment bankers. • Managed miscellaneous corporate direct and indirect investments of invested and committed capital totaling $180 million. • Performed critical company valuations providing oversight and direction to the reporting process. • Oversaw the Sarbanes Oxley and Business Continuity Planning processes for the Corporate Treasury group and the Enterprise Planning and Strategic Initiatives group. • Streamlined existing processes performed by numerous reporting groups and consolidated them under one Control Manager to ensure timeliness and consistency of reporting within the direct report team. • Designated as a key Senior Leader on diversity raising the focus and discussion on the topic across the Enterprise Planning and Strategic Initiatives group.

• Wachovia Strategic Ventures Group, Vice President

  • Jun 2000 - Aug 2004

  Ensured all investments were in compliance with GAAP. Performed due diligence, modeled and valued privately held technology businesses. Responsible for legal entity accounting and regulatory compliance. • Created reporting processes, policies and procedures for newly formed, highly scrutinized and regulated group ensuring an ability to make astute decisions and to meet all regulatory requirements. • Partnered with Wachovia lines of business, utilizing strong interpersonal… Show more Ensured all investments were in compliance with GAAP. Performed due diligence, modeled and valued privately held technology businesses. Responsible for legal entity accounting and regulatory compliance. • Created reporting processes, policies and procedures for newly formed, highly scrutinized and regulated group ensuring an ability to make astute decisions and to meet all regulatory requirements. • Partnered with Wachovia lines of business, utilizing strong interpersonal and analytical skills to develop business relationships with investment companies. • Prepared press releases for new Strategic Venture investments in partnership with Corporate



First Union

• Consumer Group Finance Manager

  • Jun 1992 - Jun 2000

  Coordinated the detail general ledger account mapping process for multiple mergers. Established the accounting for initial securitizations for auto loans and credit cards. Established necessary feeds from systems. Established related general ledger accounts and entries. Designed and implemented the valuation models for commercial and consumer loans to meet the requirements of SFAS 107. Established initial fair market values for all commercial and consumer loans… Show more Coordinated the detail general ledger account mapping process for multiple mergers. Established the accounting for initial securitizations for auto loans and credit cards. Established necessary feeds from systems. Established related general ledger accounts and entries. Designed and implemented the valuation models for commercial and consumer loans to meet the requirements of SFAS 107. Established initial fair market values for all commercial and consumer loans using a discounted cash flow methodology. Developed SFAS 91 cost structure for appropriate amortization. Directed completion of complex accounting tasks. Responsible for external reporting of commercial and consumer loans. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Auditor

  • Jan 1988 - Jun 1992

  Audit clients included real estate developers, governmental / not-for-profit entities, textile manufacturers and steel manufacturers. Experience highlights include extensive internal accounting control reviews; financial statement drafting including consolidations and footnotes; planning and budgeting of audits; and supervision and review of audit staff.